Australian Silica Quartz Group Limited · ASX:ASQ
Australian Silica Quartz — Bauxite Resources — Symposium Presentation August 2012
14 slides from Australian Silica Quartz's conference presentation, August 2012
Slide 1: Symposium Presentation August 2012
Symposium Presentation August 2012 1
Slide 2: Forward Looking Statements
Forward Looking Statements No representation or warranty, express or implied, is made by Bauxite Resources Ltd that the material contained in this presentation will be achieved or prove to be correct. Except for statutory liability which cannot be excluded, each of Bauxite Resources Ltd, its officer
Slide 3: Company Profile
Company Profile Stock Code: Company BAU Profile Ordinary 235m Options 6m Market Cap $23.5m (14/08/12) Bank Debt $0 Current cash $48m (30/06/12) Scott Donaldson CEO & Executive Director Barry Carbon AM Chairman 3
Slide 4: Experienced Directors
Experienced Directors Barry Carbon AM – Chairman John Sibly – Non Executive Director Past CEO of Western Australian Highly respected mining executive with Environmental Protection Authority, past expertise in the bauxite alumina industries. Chairman of the Waste Authority of Western Past President o
Slide 5: Established Bauxite Resource
Established Bauxite Resource 17.8Mt 5
Slide 6: Bauxite Resources Growth
Bauxite Resources Growth 160 MT Ceres Bx Resource* 140 120 Felicitas Bx Resource* 100 80 Cardea 3 Bx Resource* 60 40 20 0 Jan-11 Feb-11 Mar-11 Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11 Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Indicated MT Inferred MT *Cardea3(1),
Slide 7: Existing Mining Refining and Infrastructure
Existing Mining Refining and Infrastructure 7
Slide 8: Global Aluminium market
Global Aluminium market • Growing demand for aluminium • Projected 20Mt increase in new aluminium production in 10 years • Requiring 40Mt increase in alumina production • Meaning ~100Mt of new bauxite production within next 10 years Source: International Aluminium Institute 8
Slide 9: Increasing Bauxite Demand
Increasing Bauxite Demand Increased demand for bauxite from China with Indonesian supply curtailed Source: Australian Bauxite (C &M, MBC, & China Customs) 9
Slide 10: Existing Joint Ventures
Existing Joint Ventures • Bauxite Alumina Joint Venture (BAJV) with Yankuang Group • HD Mining (Shandong # 1 Institute of Geology & Minerals Exploration) Both JVs cover bauxite and alumina rights only BRL retains 100% other mineral rights 10
Slide 11: Bauxite Alumina Facts
Bauxite Alumina Facts • Darling Range, WA produces 23% of global alumina production • 3 of 4 WA refineries are amongst lowest cost quartile • Darling Range bauxite tri-hydrate cheaper to liberate alumina • Existing Infrastructure to support new industry • Skilled local labour force • Established exp
Slide 12: BRL Other Minerals
BRL Other Minerals • The southwest region of WA hosts: Boddington gold mine (20Moz), Collie coal field (2.4Bt), Greenbushes lithium mine, and Southdown magnetite project (scheduled for 2015). • Most of the basement rock of interest lie under (thin) younger cover • Limited modern (effective)
Slide 13: Summary
Summary • Potential asset quality across a range of tenements – moving towards diversification • Strong growth forecast in core bauxite/alumina JVs Growing Bauxite resources 55% of tenement holdings now granted covering half of total tenement area Agreements signed for exploration access to 56
Slide 14: www.bauxiteresources.com.au
www.bauxiteresources.com.au E: admin@bauxiteresources.com.au T: +61 (8) 9200 8200 Competent Persons Statement Cardea 1&2, Cardea 3, Juturna, Vallonia, Minerva, Aurora, Rusina and Vallonia Mineral Resources The information in this report that relates to Mineral Resources is based on information compi
Bauxite Resources — Symposium Presentation August 2012 on 6ix