Abx Group Limited · ASX:ABX
Abx — Noosa Mining Investor Conference 2021
17 slides from Abx's conference presentation, Nov 9, 2021
Slide 1: CEO Presentation at Noosa Mining Investor Conference
ASX ANNOUNCEMENT 9 November 2021 ASX: ABX CEO Presentation at Noosa Mining Investor Conference For personal use only In accordance with the requirements of Listing Rule 3.1 we submit the attached material being presented at the Noosa Mining Investor Conference being held at the Peppers Noosa Resort
Slide 2: ABx Group
For personal use only Exploration Rare earth discovery Technology ASX Code ABX Drill programs REE magnets ABx Group AlF3 essential for aluminium smelters Shipments Production L5 52 Phillip Street Sydney 2000 Australia Ian Levy CEO Phone: +61 2 9251 7177 Mobile: +61 407 189 122 E: corporate@abxgroup.
Slide 3: ABx Group Corporate Overview
ABx Group Corporate Overview “Australian strategic innovation” ASX code ABX REE REE Listed 24 Dec 2009 @ $0.20 For personal use only update update Current Issued shares 223.6 million Options 38 million @ $0.20 Alcore 52 week range $0.09-$0.15 SPP update ASX Code ABX Average daily volume 330,000 Mark
Slide 4: Forward Looking Statement
Forward Looking Statement Whilst based on information from sources considered reliable, Australian Bauxite Limited t/a ABx Group (ABx), its directors, For personal use only employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information in this document
Slide 5: Business Focus & Information Flow
Business Focus & Information Flow Australian technology to make Aluminium Fluoride “AlF3” For personal use only • ABx’s 87% owned refining technology subsidiary • $1.5 million Pilot Plant & design 2021-22. Start construct main plant late 2022 • Australia’s first producer of aluminium fluoride AlF3 w
Slide 6: Aluminium fluoride (AlF3)
Aluminium fluoride (AlF3) Essential ingredient in aluminium smelting For personal use only § There is no substitute for AlF3 in aluminium production. Australia has imported 100% of its AlF3, mostly from China § Chinese sales to Australasia suddenly fell in 2021 § Alcore will be Australia’s first pro
Slide 7: Aluminium fluoride (AlF3): Strategic & essential for aluminium smelting
Aluminium fluoride (AlF3): Strategic & essential for aluminium smelting For personal use only Aluminium smelter Smelter Aluminium ASX Code ABX wastes fluoride AlF3 Alcore will use aluminium smelter wastes to produce ABx Group aluminium fluoride in Australia * Inside a smelter potline 6 * Initially f
Slide 8: Alcore Process Economics
Alcore Process Economics • Traditional AlF3 production costs are US$1,000/t to US$1,700/t For personal use only • Alcore costs US$650/t to US$900/t AlF3* due to low-cost raw materials • First plant at Bell Bay, Tasmania, near hydro-powered Al-smelter • Alcore’s engineers design & costing 1st product
Slide 9: Fabrication commenced mid-October
Fabrication commenced mid-October • Computer-designs provided by Alcore’s For personal use only international process engineers • Fabrication in Australia commenced with laser cutting in mid-October ASX Code ABX • Alcore’s international process engineers completed process flowsheet modelling for a c
Slide 10: Super-Magnet REE markets very strong
RARE EARTHS Super-Magnet REE markets very strong For personal use only ASX Code ABX ABx Group Sources: Chinese exports, cross-referenced with Kitco data This is a boom situation, like the nickel boom. A race to production 9
Slide 11: ABx's Super-Magnets REE Discovery
ABx’s Super-Magnets REE Discovery Key market issues For personal use only Super-magnet REE: essential for electric vehicles, wind turbines, smart phones & military ASX Code ABX China controls REE markets Australia emerging fast ABx discovery ABx Group ABx discovered super- magnet REEs in Northern Ta
Slide 12: ABx's REE exploration potential is expanding
ABx’s REE exploration potential is expanding For personal use only 2 km ? s ASX Code ABX ABx’s REE discovery is located in ? ABx Group this hardwood plantation 0.8 km Hole DL187 3,306ppm TREO is highest grade yet ? Deep Leads REE discovery 11 Drilling programs are accelerating
Slide 13: ABx's Deep Leads REE Project
ABx’s Deep Leads REE Project ABx has: For personal use only 1. Discovered Neodymium (Nd) rich REE mineralisation 2. Water-soluble ionic adsorption clay REE for quick, low cost development 3. In suitable land settings for early development ASX Code ABX ABx will: 1. Honour ABx’s paramount policy to AB
Slide 14: In-situ leaching the Deep Leads REE project
In-situ leaching the Deep Leads REE project For personal use only ASX Code ABX Concept diagram Ore ABx Group Production well Note: This technology has operated successfully in South Australia for 20 years 13
Slide 15: ABx bauxite operations
ABx bauxite operations 1. Mining lease application for Fingal Rail project, northern Tasmania for cement and fertiliser bauxite for 15 years For personal use only 2. Trial bulk sample is being delivered to customers now 3. Bauxite production at DL130 Project may accelerate development of the Deep Le
Slide 16: ABx rehabilitates to high standards
ABx rehabilitates to high standards Bald Hill For personal use only Mine Workings ASX Code ABX ABx Group Bald Hill mined out area 2 years later 15
Slide 17: Good Landholder Relations
Good Landholder Relations PARAMOUNT POLICY: 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 ASX Code ABX ABx Group 16