Arafura Rare Earths Limited · ASX:ARU
Arafura Rare Earths — Arafura Resources — 5th International Rare Earths Conference 2009
23 slides from Arafura Rare Earths's conference presentation, Nov 18, 2009
Slide 1: Metal Events 5th International Rare Earths Conference
For personal use only Metal Events 5th International Rare Earths Conference 18 November 2009
Slide 2: Disclaimer
Disclaimer For personal use only Important Notice This presentation contains certain statements which may constitute “forward‐looking statements.” Such statements are only predictions and are subject to inherent risks and uncertainties which could cause actual values, results, performance achievemen
Slide 3: Mission statement
Mission statement For personal use only Arafura’s principal aim is to build a globally competitive rare earths production and marketing business. We will do this by: ydeveloping the Nolans Rare Earths‐Phosphate‐Uranium Project ypursuing long‐term strategic growth opportunities in rare earths through
Slide 4: Corporate structure
Corporate structure For personal use only As at 18 November 2009 Shares on issue 259.2 million Market capitalisation (ASX:ARU closing price @ 27 October 2009) @ A$0.84 = ~A$218 million Cash (@ 30 September 2009) A$19.1 million Top shareholders ANZ Nominees 36.6% ECE1 24.9% Board & management 3.6% Ci
Slide 5: 2009 – key milestones
2009 – key milestones For personal use only
Slide 6: Portfolio
For personal use only Portfolio
Slide 7: Rare Earths & Phosphate
For personal use only Rare Earths & Phosphate
Slide 8: Rare earth applications
Rare earth applications For personal use only
Slide 9: Nolans rare earths mix
Nolans rare earths mix For personal use only
Slide 10: Nolans Project
For personal use only Nolans Project
Slide 11: Location
For personal use only Location
Slide 12: A globally significant resource
A globally significant resource For personal use only y Ample scope to grow resource base if needed y Estimated mine life 20+ years
Slide 13: Mineralisation
Mineralisation For personal use only y Mineralisation present over 150 hectares y Exposed at surface y Open at depth NBDH‐18 massive apatite mineralisation 18m @6.2% REO, 29.9% P2O5, 1.2 lb/t U3O8
Slide 14: Mineralisation (cont)
Mineralisation (cont) For personal use only • Apatite‐hosted rare earths mineralisation at Nolans is distributed over an area of approximately 150 hectares. The deposit outcrops in several localities, and is therefore conducive to open pit mining. Mineralisation occurs predominantly in a series of s
Slide 15: Flow sheet
For personal use only Flow sheet
Slide 16: Flow sheet (detailed)
Flow sheet (detailed) For personal use only
Slide 17: Pilot plant
Pilot plant For personal use only Heavy Media Separation Froth Flotation Rare Earth Processing Acid Bake Phosphoric Acid SX Rare Earth Carbonate Phosphoric Acid & CaCl2 Uranium
Slide 18: Recoveries have improved
Recoveries have improved For personal use only
Slide 19: CAPEX & OPEX considerations
CAPEX & OPEX considerations For personal use only BFS has lowered operating costs Hydrochloric acid consumption down 30% Sulphuric acid consumption down 20% Replaced 50% of caustic with lime, reducing costs Capital savings identified − Plant can be modularised, shipped and then assembled in Australi
Slide 20: Valuation
For personal use only Valuation
Slide 21: Development timeline – looking forward
Development timeline – looking forward For personal use only
Slide 22: Moving forward – the next steps
Moving forward – the next steps For personal use only Processing Facility − Actively seeking strategic partners for financing, construction and the operations of processing facility − Criteria for strategic partners − Reputable organisations in their respective industries − Technology leaders and wi
Slide 23: Thank You
For personal use only Thank You
Arafura Resources — 5th International Rare Earths Conference 2009 on 6ix