Rainbow Rare Earths Ltd. · LSE:RBW
Rainbow Rare Earths — Investor Presentation (November 2022)
14 slides from Rainbow Rare Earths's investor presentation, November 2022
Slide 1: Unlocking Secondary Sources of NdPr for a Growing Market
RAINBOW RARE EARTHS UNLOCKING SECONDARY SOURCES OF NdPr FOR A GROWING MARKET NOVEMBER 2022 “THE MIDDLE EAST HAS OIL; CHINA HAS RARE EARTHS.” Deng Xiaoping, credited as the father of modern-day China, 1992
Slide 2: Disclaimer
DISCLAIMER These Presentation Materials are for information purposes only and must not be used or relied upon for the purpose of making any investment decision or engaging in any investment activity and should not be construed as, an offer for sale or subscription of, or solicitation of any offer to
Slide 3: Accessing Near-Term, Responsible Production of Rare Earths
RAINBOW RARE EARTHS ACCESSING NEAR-TERM, RESPONSIBLE PRODUCTION OF RARE EARTHS • Listed on LSE: RBW • Focused on achieving responsible production of separated magnet rare earth oxides from near-term, secondary sources STRONG PORTFOLIO UNDERPINNED BY UNIQUE INTELLECTUAL PROPERTY • Flagship asset at P
Slide 4: The Right Leadership Team to Deliver
THE RIGHT LEADERSHIP TEAM TO DELIVER FOR PROJECT EXECUTION AND LONG-TERM GROWTH EXPERIENCED BOARD AND MANAGEMENT GEORGE BENNETT ADONIS CEO POUROULIS • George Bennett and Dave Dodd established MDM Engineering; CHAIRMAN delivered >100 feasibility studies and >80 mine developments • Key MDM technical t
Slide 5: Accelerating Global Demand for Rare Earths
ACCELERATING GLOBAL DEMAND FOR RARE EARTHS UNDERPINNED BY MOUNTING PRESSURE TO DECARBONISE GLOBAL ECONOMY CRITICAL BUILDING BLOCKS FOR DECARBONISATION OFFSHORE WIND POWER CAPACITY ADDITIONS (GW) • Rare earth permanent magnets are essential components of electric motors and wind turbines, which accou
Slide 6: Long Term Supply Deficit Expected for Rare Earths
LONG TERM SUPPLY DEFICIT EXPECTED FOR RARE EARTHS DRIVING STRENGTHENING RARE EARTH PRICES GLOBAL SUPPLY CONSTRAINED RARE EARTH SUPPLY VS. PHALABORWA PRICE • Global rare earth supply is unlikely to match growing demand 80,000 160.00 • Majority of rare earth production is China-based (including ore 70
Slide 7: Phalaborwa: Exciting, Near-Term Growth Opportunity
PHALABORWA: EXCITING, NEAR-TERM GROWTH OPPORTUNITY DELIVERY OF SEPARATED MAGNET RARE EARTH OXIDES ON SINGLE SITE FROM HISTORIC GYPSUM STACKS • Rainbow is earning a 70% interest in Phalaborwa JORC COMPLIANT INFERRED MINERAL RESOURCE • Project is largely permitted and positioned in an established Cont
Slide 8: Rare Earth Magnet Supply Chain
RARE EARTH MAGNET SUPPLY CHAIN UNDELINES PHALABORWA’S UNIQUE ADVANTAGE Upstream Midstream Downstream Usually lengthy process with many stages Predominantly in China Phalaborwa Project OXIDE TO END USE MAGNET COMPONENT MINING CONCENTRATION CRACKING SEPARATION METAL AND MANUFACTURE MANUFACTURE MANUFAC
Slide 9: Phalaborwa Preliminary Economic Assessment
PHALABORWA PRELIMINARY ECONOMIC ASSESSMENT EXPECTED TO BE THE LOWEST COST PRODUCER OF SEPARATED MAGNET RARE EARTH OXIDES STRONG ECONOMIC RETURNS FROM PEA BASE CASE1 YTD AVERAGE PRICES2 • October 2022 PEA demonstrated the low-cost nature of the Phalaborwa development NPV103 NPV10 • Base case model de
Slide 10: Strong Returns with Low Sensitivity to Costs
STRONG RETURNS WITH LOW SENSITIVITY TO COSTS IN ANY FORESEEABLE PRICING ENVIRONMENT • Sensitivity analyses demonstrate robust EBITDA operating • NPV insensitive to changes in operating costs; beneficial in margins in all pricing sensitivity scenarios inflationary environment • Strong supply / demand
Slide 11: Next Steps: Phalaborwa Development Schedule
NEXT STEPS PHALABORWA DEVELOPMENT SCHEDULE POSITIVE RESULTS OF THE PEA SUPPORT THE CONTINUED DEVELOPMENT OF PHALABORWA - NEXT STEPS: EXTENSIVE PRODUCTION FEASIBILITY PERMITTING RESOURCE UPDATE PILOT PLANT EXPECTED STUDY UPDATED OPERATION 20261 1. Subject to necessary permits Further process optimisa
Slide 12: Long Term Growth
LONG TERM GROWTH UNIQUELY POSITIONED TO UNLOCK NEAR-TERM RARE EARTHS PRODUCTION • Strategic focus on recovering rare earth oxides from secondary sources to support global decarbonisation • IP and expertise in recovering rare earths from phosphogypsum unlocking additional Business model opportunities
Slide 13: A Strategic Source of Rare Earths for a Growing Market
RAINBOW RARE EARTHS A STRATEGIC SOURCE OF RARE EARTHS FOR A GROWING MARKET UNIQUELY POSITIONED TO UNLOCK NEAR- TERM RARE EARTHS PRODUCTION ✓ RIGHT STRATEGY: focus on recovering rare earth oxides from secondary sources ✓ EXCEPTIONAL FLAGSHIP ASSET: Robust economics of Phalaborwa demonstrated by PEA w
Slide 14: Thank You
RAINBOW RARE EARTHS THANK YOU Contact us: GEORGE BENNETT PETE GARDNER CEO CFO SA Mobile: +27 82 652 UK Mobile: +44 771 779 4251 Office Number: + 27 11 996 3500 Skype: petegardner73 Skype: George.bennett72 Email: peteg@rainbowrareearths.com Email: georgeb@Rainbowrareearths.com
Rainbow Rare Earths — Investor Presentation (November 2022) on 6ix