Abx Group Limited · ASX:ABX
Abx — Australian Bauxite — Brisbane Resources Round-Up 2018
17 slides from Abx's conference presentation, Oct 31, 2018
Slide 1: CEO Revised Presentation at Brisbane Resources Round-Up
ASX ANNOUNCEMENT 31 October 2018 AUSTRALIAN BAUXITE LIMITED ASX: ABX CEO Revised Presentation at Brisbane Resources Round-Up In accordance with the requirements of Listing Rule 3.1 we submit the attached material that was For personal use only presented at the 2018 Mining Resources Convention. Mr Ia
Slide 2: Brisbane Resources Roundup
For personal use only AUSTRALIAN BAUXITE LIMITED Mine AUSTRALIAN BAUXITE LTD ABX Refine Ship Generate Brisbane Resources Roundup 17 th October 2018 L2, 131 Macquarie St Sydney 2000 Australia Ian Levy, Managing Director & CEO Phone: +61 2 9251 7177 Mobile: +61 407 189 122 E: corporate@australianbauxi
Slide 3: Forward Looking Statement
Forward Looking Statement Whilst based on information from sources considered reliable, Australian Bauxite Limited (ABx), its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information in this document and For personal use only presentat
Slide 4: Corporate Overview ASX code ABX
Corporate Overview ASX code ABX ASX code ABX $0.20 3 Trading Volume Share Price A$ Listed 24 Dec 2009 @ $0.20 $0.18 For personal use only Issued shares 146 million $0.16 Options 0 million $0.14 2 52 week range $0.10 - $0.16 $0.12 Millions AUSTRALIAN BAUXITE LTD ABX Average daily volume 125,000 $0.10
Slide 5: 1st ABx mine Tasmania. Next project QLD, then NSW
1st ABx mine Tasmania. Next project QLD, then NSW Total ABx Bauxite Resources 137 million tonnes For personal use only 2nd Project QLD AUSTRALIAN BAUXITE LTD ABX Binjour High Grade Bauxite Penrose Refractory Grade 1st Mine Tasmania 2014 4
Slide 6: Bauxite's main use is for aluminium
Bauxite’s main use is for aluminium Past: Over-supplied. For personal use only Today: Recovering strongly in late 2018 as aluminium demand grows 5 tonnes 2 tonnes 1tonne bauxite alumina AUSTRALIAN BAUXITE LTD ABX Refractories & chemicals manufacture Fertiliser ABx can supply other manufacture bauxit
Slide 7: Mines & transport in Tasmania
6 AUSTRALIAN BAUXITE LTD ABX For personal use only Mines & Tasmania transport in
Slide 8: Simple Production
Simple Production RETURNS TO GRAZING IN 3 YEARS Bald Hill Mine Tasmania Bauxite types ready for blending For personal use only AUSTRALIAN BAUXITE LTD ABX Photo: Paul Scambler, The Examiner Blending to customer’s specifications Bauxite product ready for trucking 7
Slide 9: Simple Delivery to Port
For personal use only Simple Delivery to Port AUSTRALIAN BAUXITE LTD ABX Truckloading at Bald Hill Mine Trucking from mine to Bell Bay Port Delivery to Bell Bay Port Stockpile Stockpile at Bell Bay Port 8
Slide 10: Maximum value enhancement
Maximum value enhancement For personal use only AUSTRALIAN BAUXITE LTD ABX Low grade bauxite AlF3 for Aluminium Smelters Coal AlF3 AlF3 for Lithium- Refinery ion batteries Fluorosilic Acid example “FSA” Corethane for gas or diesel substitute 9
Slide 11: ALCORE Refining & Co-products
ALCORE Refining & Co-products For personal use only Bauxite + Coal + F-Acids + Water $50/t Process Bauxite + Coal 1. Minerals dissolve AUSTRALIAN BAUXITE LTD ABX 2. Hydrocarbon untouched = “Corethane” 3. Metal fluorides precipitated 4. Co-products are all saleable AlF3 refinery > US$800 / tonne baux
Slide 12: Why Invest in ALCORE?
Why Invest in ALCORE? ALCORE technology has operated successfully before For personal use only 1. In Japan 1981-86 for US Military tests 2. In Cooma NSW 2001-07 refining graphite & bauxite AUSTRALIAN BAUXITE LTD ABX ALCORE Technology is low-cost, low risk • Low-cost: refining low cost bauxite with w
Slide 13: AlF3 markets are very strong
AlF3 markets are very strong For personal use only Aluminium Fluoride AlF3 Prices $2,000 $2,000/t $1,800 AlF3 Price US$/tonne FOB China $1,600 AUSTRALIAN BAUXITE LTD ABX $1,400 ALCORE’s target price $1,200 $1,000 Target $800 Margin $600 ALCORE’s target cost/t $400 $200 $0 $0/t June June 2017 2018 Pr
Slide 14: Binjour Project, Queensland: Biggest/Best Deposit
Binjour Project, Queensland: Biggest/Best Deposit 37 million tonnes bauxite resource & new discoveries found For personal use only Trial Mining & Processing soon for an early start-up Port Limits AUSTRALIAN BAUXITE LTD ABX Cape size loadsite 13
Slide 15: Penrose Quarry Discovery, NSW: Refractory Grade
For personal use only Penrose Quarry Discovery, NSW: Refractory Grade AUSTRALIAN BAUXITE LTD ABX PENROSE Al2O3 SiO2 Fe2O3 TiO2 LOI BAUXITE % % % % % Lower White 54.6 6.6 3.3 7.6 27.7 Bauxite Layer 14
Slide 16: ABx JORC-Compliant Mineral Resources
For personal use only AUSTRALIAN BAUXITE LTD ABX ABx JORC-Compliant Mineral Resources 1 Maiden Tasmania Resource 08/11/2012 Information in this table relates to Mineral Resources 2 Binjour Resource announced 18/06/2018 previously reported via ASX announcements according 3 QLD Mine Lease 80126 Resour
Slide 17: Good Landholder Relations
Good Landholder Relations ABX endorses best practices on agricultural land to leave land and environment better than we find it. We only operate where we are welcomed For personal use only AUSTRALIAN BAUXITE LTD ABX 16
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