Abx Group Limited · ASX:ABX
Abx — ShareCafe Small Cap "Hidden Gems" Webinar 2024
17 slides from Abx's conference presentation, May 10, 2024
Slide 1: Investor Webinar Presentation
ASX Announcement 10 May 2024 ASX: ABX INVESTOR WEBINAR PRESENTATION ABx Group (ASX: ABX) (“ABx” or “the Company”) is pleased to announce its participation in the ShareCafe Small Cap "Hidden Gems" Webinar, to be held Friday 10th of May 2024 from 12:30pm AEST / 10:30am AWST. ABx Group Managing Directo
Slide 2: About ABx Group Limited
ASX announcement 10 May 2024 page 2 About ABx Group Limited ABx Group (ABX) is a uniquely positioned, high-tech Australian company delivering materials for a cleaner future. The two current areas of focus are: • Creation of an ionic adsorption clay rare earth project in northern Tasmania • Establish
Slide 3: Delivering Materials for a Cleaner Future
For personal use only (ASX:ABX) Delivering Materials for a Cleaner Future 10 May 2024 Page 1
Slide 4: Disclaimer
Disclaimer This presentation has been prepared by ABx Group Limited ACN 139 494 885 (“ABx” or the “Company”). It should not be considered as an offer or invitation to subscribe for or purchase any securities in the Company or as an inducement to make an offer or invitation with respect to those secu
Slide 5: Delivering materials for a cleaner future
For personal use only Delivering materials for a cleaner future • Creation of an ionic adsorption clay rare earth Exploration Development Technology project in northern Tasmania • Establishment of a plant to produce hydrogen fluoride and aluminium fluoride from recycled industrial waste, to replace
Slide 6: Permanent magnet rare earths
Permanent magnet rare earths • Essential for electric vehicles and wind turbines Super For personal use only • Represent over 90% of value of rare earths consumption Magnets • Forecast to grow at 7% per year to 2040 %market %market volume value 9% Nd Pr e.g. catalysts, glass Neodymium Praseodymium p
Slide 7: Ionic adsorption clay (IAC) rare earth deposits
Ionic adsorption clay (IAC) rare earth deposits • Contain much higher proportion of higher value, heavy rare earths For personal use only • Historically only mined in southern China ABx has the highest proportion of Dy+Tb of any clay-hosted resource in Australia Hard rock: Mount Weld (Lynas) Ionic A
Slide 8: Requirements for an ionic clay rare earth project
Requirements for an ionic clay rare earth project For personal use only Mineral Resource Jurisdiction • Size • Regulatory approval • Grade • Community support • Mineralogy • Government support • Strip ratio • Supply chain security Infrastructure Company Resources • Transport • People • Water • Partn
Slide 9: ABx rare earth discoveries in Tasmania
ABx rare earth discoveries in Tasmania For personal use only ABx is first company to discover rare earths in Tasmania • Four discoveries spanning 100 km2 (1) • Newly granted tenements add over 450 km2 (2) Highest proportion of DyTb of any clay- hosted resource in Australia3 Highest ionic component r
Slide 10: Rare Earths Resource Estimate
Rare Earths Resource Estimate • Upgrade to 89 Mt announced May 20241 For personal use only • Over 10-fold increase in 12 months Size Cut-off (ppm Mean TREO Mean TREO- DyTb3 TREO-CeO2) (ppm) CeO2 (ppm) (%TREO) 89 Mt2 350 844 652 4.3% Holes Metres drilled Metres assayed From To drilled (m) (m) (m) (m)
Slide 11: Not all clays are created equal
Not all clays are created equal Ionic proportion is king For personal use only • Chart shows illustrative relationship between ionic proportion and operating cost • For low ionic proportion, reagent costs alone can be higher than product price • Position on cost curve heavily dependent on proportion
Slide 12: Infrastructure
Infrastructure Transport For personal use only • <20 km to major highway • <100 km to deepwater Bell Bay port Labour • <50 km to Launceston (pop 65,000) Water • High availability in Tasmania Energy • Close to major transmission lines Source: ABX ASX Announcement, 22 January 2024 ASX: ABX 10
Slide 13: Jurisdiction
Jurisdiction Deloraine Australia For personal use only • NATO partner • Major mining jurisdiction Tasmania • Extensive mining history: tin, copper, zinc, lead, gold • Supportive regulatory environment Deloraine region • Mostly commercial forest plantations ASX: ABX 11
Slide 14: Resources and People
Ian Levy (geology) Resources • 30 years of senior management and geological experience People • with multiple commodities, including at WMC Previously CEO of Allegiance Mining and Director of Gloucester Coal For personal use only • Member of JORC for 11 years (4 years as Vice Chairman) • High calibr
Slide 15: ABx ticks all the boxes for an ionic clay rare earth project
ABx ticks all the boxes for an ionic clay rare earth project For personal use only Highest proportion of DyTb of any clay-hosted resource in Australia Highest ionic proportion reported in Australia, comparable to operations in China Mineral Resource Jurisdiction Infrastructure Company Resource
Slide 16: ABx rare earths strategy
ABx rare earths strategy Strategy For personal use only • Rapidly develop low-cost production of mixed rare earth carbonate (MREC) • Sell MREC to third party refinery • We operate only where welcomed Plan • Laboratory and pilot plant studies • Estimate CAPEX and OPEX • Customer engagement • Explorat
Slide 17: ABx Group Limited
For personal use only ABx Group Limited www.abxgroup.com.au Level 4, 100 Albert Rd South Melbourne VIC 3205 Australia Phone: +61 3 9692 7222 E: corporate@abxgroup.com.au Mark Cooksey Managing Director and CEO E: mcooksey@abxgroup.com.au
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