Abx Group Limited · ASX:ABX
Abx — Technical Presentation (May 2026)
20 slides from Abx's technical presentation, May 25, 2026
Slide 1: Australian Aluminium Council Site Visit Presentation
ASX Announcement 25 May 2026 ASX: ABX Australian Aluminium Council Site Visit Presentation ABx Group Limited (ASX: ABX) (“ABx” or “the Company”) provides the attached presentation from the Australian Aluminium Council site visit to the ALCORE Technology Centre. This announcement is approved for rele
Slide 2: Clean fluorine chemical production from aluminium smelter by-product
For personal use only ASX:ABX Clean fluorine chemical production: producing industrial chemicals from aluminium smelter by-product AUSTRALIAN ALUMINIUM COUNCIL VISIT MAY 2026
Slide 3: Delivering materials for a safer, cleaner future
Heavy Rare Earths Supplying light and heavy rare earths from Tasmania into Western supply chains For personal use only Clean fluorine chemical production Producing industrial chemicals from Delivering materials for aluminium smelter by-product a safer, cleaner future Near-term bauxite production Min
Slide 4: Investment Proposition
INVESTMENT PROPOSITION For personal use only Low-cost hydrogen Team Strongly increasing demand Experienced and capable for fluorine fluoride production using Batteries aluminium smelter bath by-product Supply shortage No hydrogen fluoride produced in New fluorine source Will enable hydrogen Austr
Slide 5: Highly Experienced Team
HIGHLY EXPERIENCED TEAM For personal use only DR MARK COOKSEY JOYCELYN MORTON IAN LEVY XIAO LIANG Managing Director Non-Executive Chair Non-Executive Director Principal Engineer More than 20 years with Rio Tinto Over 30 years’ experience as an 30 years of senior management Over 15 years of e
Slide 6: Fluorine Value Chain
FLUORINE VALUE CHAIN Feedstock Feedstock For personal use only (acidspar) Hydrogen Fluorine Hydrogen fluoride Fluorspar Fluoride Chemicals used directly, and as (metspar) Batteries, fluorocarbons, feedstock to produce Direct Use Direct Use aluminium fluoride fluorine chemicals Steelmaking, High puri
Slide 7: Strongly Increasing Demand for Fluorine
STRONGLY INCREASING DEMAND FOR FLUORINE Fluorine Chemical Applications For personal use only Semiconductor manufacture Hydrogen fluoride Solar cell manufacture Metal treatment Significant traditional markets Aluminium fluoride Aluminium smelting HCFC Refrigerants PTFE Wire insulation, bearings Lithi
Slide 8: Supply Shortage: Limited Supplies of Fluorspar
SUPPLY SHORTAGE: LIMITED SUPPLIES OF FLUORSPAR Increasing fluorspar prices Government recognition For personal use only Critical Minerals Lists Fluorspar USA Europe Japan Canada Fluorine Australia “In 2035, fluorspar demand will exceed current supply by 40-70%” US DOE Critical Minerals Assessment, 2
Slide 9: Aluminium Smelter Bath
ALUMINIUM SMELTER BATH Used as electrolyte in aluminium smelting, because it dissolves alumina (Al2O3) and is electrically conductive Aluminium smelting Typical bath composition For personal use only Electricity Compound Chemical Formula Content (%) Aluminium Alumina Cryolite Na3AlF6 (3NaF.AlF3) 8
Slide 10: New Fluorine Source Available: Aluminium Smelter By-product
NEW FLUORINE SOURCE AVAILABLE: ALUMINIUM SMELTER BY-PRODUCT Aluminium fluoride is an essential chemical for New smelter requires bath to commence operations For personal use only aluminium smelting So new smelter creates short term bath demand, but 50% of fluorine leaves aluminium smelting p
Slide 11: Clean fluorine chemical production: producing industrial chemicals from aluminium smelter by-product
For personal use only Clean fluorine chemical production: producing industrial chemicals from aluminium smelter by-product
Slide 12: ALCORE Process
ALCORE PROCESS For personal use only Low technical risk Aluminium Aluminium- Process is adaptation of existing smelter bath sodium sulfate commercial process to produce hydrogen fluoride from fluorspar ALCORE process Sulfuric acid Hydrogen fluoride Acidspar Calcium sulfate Exemplary demonstration A
Slide 13: Significant Cost Advantage of Replacing Fluorspar with Smelter Bath
SIGNIFICANT COST ADVANTAGE OF REPLACING FLUORSPAR WITH SMELTER BATH A rare opportunity that is financially, strategically and environmentally attractive For personal use only ALCORE process produces same hydrogen fluoride product using a much lower cost feed material Aluminium smelter bath is a
Slide 14: Pathway to Production: Project Development
PATHWAY TO PRODUCTION: PROJECT DEVELOPMENT ALCORE has first mover advantage For personal use only Commercial Commercial Laboratory Batch Pilot Continuous Pilot Stage 1 Stage 2 300g bath 3kg bath 20kg/h bath 200kg/h bath 4,400kg/h bath NSW NSW Tasmania 860t/y HF 20,000t/y HF $2m (lab) $50k $3m Ta
Slide 15: ALCORE Technology Centre – Bell Bay, Tasmania
ALCORE TECHNOLOGY CENTRE – BELL BAY, TASMANIA Location Facility For personal use only ALCORE Pilot Plant Bell Bay Aluminium Smelter Leased from Rio Tinto at reduced rate1 $1m conditional loan from Tasmanian Government2 3D Model Pilot plant under construction3 Environmental Effects Report sub
Slide 16: Continuous Pilot Plant Overview
CONTINUOUS PILOT PLANT OVERVIEW For personal use only Nominal 20–40 kg/hr. bath throughput Continuous operation mode Modular Design Oleum production Bath reaction and HF production Gas scrubbing and absorption Utilities Material and waste storage High flexibility for optimisation
Slide 17: Anticipated Project Milestones
ANTICIPATED PROJECT MILESTONES 2026 2027 2028 Project Activities For personal use only Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Laboratory Studies Continuous Pilot Plant Engineering Studies Environmental Approvals Commercial Stage 1 Plant Commercial Stage 2 Plant 16 ASX:ABX
Slide 18: Commercial Scale – Regional Significance
COMMERCIAL SCALE – REGIONAL SIGNIFICANCE Boost Regional Growth For personal use only Creates high-skill jobs and technical training Stimulates demands for local engineering, logistics and supply chain services Positions Bell Bay as a long-term fluorine industrial hub Jin Tang Fluorine Industri
Slide 19: Investment Proposition
INVESTMENT PROPOSITION For personal use only Low-cost hydrogen Team Strongly increasing demand Experienced and capable for fluorine fluoride production using Batteries aluminium smelter bath by-product Supply shortage No hydrogen fluoride produced in New fluorine source Will enable hydrogen Austr
Slide 20: For personal use only
ASX:ABX For personal use only www.abxgroup.com.au Suite 2, Level 11, 385 Bourke St Melbourne VIC 3000 Australia Phone: +61 3 9692 7222 E: investors@abxgroup.com.au Mark Cooksey Managing Director and CEO E: mcooksey@abxgroup.com.au 19