Australian Rare Earths Limited · ASX:AR3
Australian Rare Earths — Investor Presentation (April 2024)
19 slides from Australian Rare Earths's investor presentation, Apr 4, 2024
Slide 1: Developing a portfolio of Energy Transition Metals
Resources Rising Stars April 2024 Developing a portfolio of Energy Transition Metals Leading the Development of a Multi- Generational Rare Earths Province in Australia Securing Australia’s Energy Transition Metals for a Sustainable Future Travis Beinke – Managing Director & Chief Executive Officer A
Slide 2: Disclaimer & Important Information
Australian Rare Earths Corporate Presentation − April 2024 DISCLAIMER & IMPORTANT INFORMATION Australian Rare Earths Limited (‘AREL’ of the ‘Company’) does not purport to give financial or investment advice. No account has been taken of the objectives, financial situation or needs of any recipient o
Slide 3: Developing a Portfolio of Energy Transition Metals
Developing a Portfolio of Energy Transition Metals AR3: Leading the Development of a Multi-Generational clay hosted Rare Earths Province in Australia Significant Resource & Exploration Upside: Large, rare earth resource at Koppamurra with significant 01 exploration target for expansion (186Mt @ 712p
Slide 4: Team & Corporate Snapshot
Team & Corporate Snapshot Experienced team, strong backing and well-funded Share price Market capitalisation $0.12 $18.7m Angus Barker Pauline Carr Independent Non-Executive Independent Non-Executive Chairman Director 3 April 2024 20 years experience as a mergers and acquisitions and capital Experie
Slide 5: Diversified Energy Transition Project Portfolio
Diversified Energy Transition Project Portfolio Securing Australia’s Energy Transition Metals for a Sustainable Future Koppamurra REE Development Project: Massie Creek Oaky Valley • 100% ownership spanning 7600km2 Sandy Tate • Located ~300km SE of Adelaide, in southern Australia and Forty Mile Scrub
Slide 6: Koppamurra Rare Earths Province
Koppamurra Rare Earths Province Leading the Development of a Multi- Generational clay hosted Rare Earths Province in Australia Securing Australia’s Energy Transition Metals for a Sustainable Future 6
Slide 7: Koppamurra: Australia's most advanced ionic clay-hosted Rare Earths project
Koppamurra: Australia's most advanced ionic clay-hosted Rare Earths project Multi-generational Rare Earth Province Potential • 100%-owned clay-hosted critical rare earths deposit located ~300km SE of Adelaide, in southern Australia • Multi-generational province: one of the largest and most advanced
Slide 8: Koppamurra Mineral Resource and Exploration Target
Koppamurra Mineral Resource and Exploration Target Demonstrating Province Potential with Increased Mineral Resource Koppamurra project area JORC Mineral Resource categories • Mineral Resource Estimate increased 84% to 186 Mt at 712 TREO in Sep’23 • Contains all four key REEs including the strategica
Slide 9: Progressive Heap Leach Development Pathway at Koppamurra
Progressive Heap Leach Development Pathway at Koppamurra Initially targeting High-grade subset of Mineral Resource Location of the bulk samples for the column test work. • High recoveries for Magnet Rare Earths up to 72% (ranging from 42% to 72%) via recent column leach testwork1 • Lower capital & o
Slide 10: Sustainable Development Pathway for High-Grade Rare Earth Clays
Sustainable Development Pathway for High-Grade Rare Earth Clays Heap Leaching: A Scalable, Efficient & Sustainable Solution for Koppamurra KOPPAMURRA CONCEPTUAL PROJECT FLOW SHEET • Scalable, efficient REE production pathway with staged satellite developments • Improved environmental sustainability
Slide 11: Mine Design Incorporating Progressive Land Rehabilitation
Mine Design Incorporating Progressive Land Rehabilitation Successful Trial Mining and Rehabilitation Program April 2022 September 2022 September 2023 Securing Australia’s Energy Transition Metals for a Sustainable Future 11
Slide 12: Koppamurra Next Steps
Koppamurra Next Steps 01 02 03 04 05 Flowsheet Finalise baseline Exploration Target Rapid exploration Continue to build optimisation environment and Resource assessment of strong stakeholder including further baseline studies updates based on recently granted engagement Heap Leach and progress work
Slide 13: Uranium Portfolio
Uranium Portfolio Securing Australia’s Energy Transition Metals for a Sustainable Future 13
Slide 14: Overland Uranium Project: Untapped Uranium Exploration Potential
Overland Uranium Project: Untapped Uranium Exploration Potential AR3 Strengthens Energy Transition Metals Focus with Overland Acquisition • Leverages AR3's in-house expertise in uranium exploration and development • Positions AR3 for a diversified portfolio of energy transition metals • Capability a
Slide 15: North Queensland Portfolio
North Queensland Portfolio Securing Australia’s Energy Transition Metals for a Sustainable Future 15
Slide 16: Creating a Rare Earth Exploration Portfolio
Creating a Rare Earth Exploration Portfolio We’ve built a team to identify and rapidly evaluate ionic clay rare earths prospects Dalrymple Project • ~1200km² of exploration tenure once all applications are granted • Highly accessible ground near existing road and rail infrastructure • Regional explo
Slide 17: Diversified Rare Earth Exploration portfolio
Diversified Rare Earth Exploration portfolio Kennedy Province Prospect locations in Kennedy Province, North Queensland • Four exploration prospects in emerging highly prospective ionic clay hosted rare earths region • ~1100km² of exploration tenure once all applications are granted • Regional explor
Slide 18: Summary: Developing a Portfolio of Energy Transition Metals
Summary: Developing a Portfolio of Energy Transition Metals AR3: A Leading Multi-generational Rare Earth Developer with Expansion into Uranium Exploration Koppamurra REE Development Project: • Large Mineral Resource, developing a multi-generational rare earth Province 01 • Scalable, efficient and su
Slide 19: Securing Australia's Energy Transition Metals for a Sustainable Future
Securing Australia’s Energy Transition Metals for a Sustainable Future ASX: AR3
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