Western Yilgarn Nl · ASX:WYX
Western Yilgarn Nl — Investor Presentation (April 2025)
25 slides from Western Yilgarn Nl's investor presentation, Apr 30, 2025
Slide 1: Exploring Bauxite in Western Australia
For personal use only Exploring Bauxite in Western Australia Investor Presentation – 30 April 2025
Slide 2: Disclaimer
Disclaimer • This investor presentation (Presentation) has been prepared by Western Yilgarn NL (ABN: 62 112 914 459) (“Western Yilgarn” or the “Company”). It should not be considered as an offer or invitation to subscribe for or purchase any securities in the Company or as an inducement to make an o
Slide 3: Corporate Overview
For personal use only CORPORATE OVERVIEW
Slide 4: About Western Yilgarn
About Western Yilgarn Capital Structure Top Shareholders Board of Directors For personal use only Ordinary Shares on Issue 123,809,548 Oceanic Capital Pty Ltd, St Barnibas Investments Pty Ltd & 24.97% Peter Lewis Market Cap (5 March 25) $4.6m Payzone Pty Ltd Chairman Share Price (29 April 25) $0.034
Slide 5: Significant historical work
Significant historical work Large maiden resource • 5,765 historic holes for 32,405 m • 168 Mt @ 36.1% Al2O3 (using >25% Al2O3 cut-off) • Historic metallurgy testing • 97 Mt @ 40.5% Al2O3 (using >35% Al2O3 cut-off) • ~40% of the tenement is mineralised • High grade, shallow ore For personal use only
Slide 6: Julimar West Bauxite Project
For personal use only JULIMAR WEST BAUXITE PROJECT
Slide 7: Julimar West: within the Darling Range Bauxite Corridor
Darling Range Julimar West: within the Darling Range Bauxite Corridor • Globally significant bauxite producing region For personal use only • Located along strike north of existing Darling Range operations. • Alcoa: • Total Bauxite Reserves & Resources of 649.2 Mt at 31.4% Total Al2O3 & 1.34% R. SiO
Slide 8: Julimar West
Julimar West Strategic location • The tenement is held 100% by Western Yilgarn under For personal use only Exploration Licenses 70/5111 covering an area over 348 km2. WYX Julimar • Proximal to: West Project • Infrastructure (power, rail and highways). • Ports – Fremantle Inner Port (container operat
Slide 9: Julimar West MRE
Julimar West MRE For personal use only • Current Inferred Mineral Resource: • 168 Mt @ 36.1% Al2O3 (using >25% Al2O3 cut-off) • 97 Mt @ 40.5% Al2O3 (using >35% Al2O3 cut-off) • In total, all MRE Zone dimensions are 21.3 km in strike by avg 1.5 km in width • Mineralisation extends from surface down t
Slide 10: Julimar West Geology
Julimar West Geology Bauxite rich • EL70/5111 covers parts of the Darling Range which the GSWA For personal use only delineated as “a clearly defined area which economic bauxite mineralisation is concentrated” (Hickman et al., 1992). • Geology comprise metamorphic rock sequences of highly deformed a
Slide 11: Exploration Targets
Exploration Targets • Strong foundation for further resource growth: • Zone 1: Untested extensional drilling north of Zone 200 For personal use only along 13.3 km strike by 6.3 km in width incorporating drilling over Area 9 Wannamal Bauxite Prospect. • Zone 2: Untested extensional drilling east of Z
Slide 12: New Norcia Bauxite Project
New Norcia Bauxite Project • Application over New Norcia Bauxite Project (E70/6705) • Based on the current exploration data For personal use only review, extensive rock chip sampling and drilling was conducted within the eastern portion of E70/6705 within the outcropping laterite profile • Bauxite m
Slide 13: Julimar West Bauxite
Julimar West Bauxite Summary of key features: For personal use only • Gibbsite Dominant: Easily digestible in Bayer process, High grade reducing energy and caustic soda costs. Typically around 30-40% Al2O3 Large mineralised area • High grade: ~30-40% Al2O3. • Low Reactive Silica: <2% minimises refin
Slide 14: Exploration plan and scoping study timeline
Q1 Resource update For personal use only 12 Month 2012 JORC Inferred Mineral Resource – Q1 2025 Exploration Plan Q2 Exploration and metallurgical test work programs Identification of high priority targets – Q2 2025 H2 Scoping study Scoping study – H2 2025 Access Exploration access agreements – in pa
Slide 15: Bauxite Market and Outlook
For personal use only BAUXITE MARKET AND OUTLOOK
Slide 16: Bauxite
Bauxite The primary raw material for aluminium • In Australia, 6 bauxite mines supply 5 alumina For personal use only refineries, which supply 4 Australian aluminium smelters. • 4-6t of bauxite is typically required to produce 1t of aluminium. Bauxite ore is refined to alumina Alumina is smelted to
Slide 17: Bauxite demand
Bauxite demand Uses • A key commodity in the energy transition, used in For personal use only solar, transport, EVs, batteries & cabling. • China’s stimulus is expected to boost demand for aluminium – required for EVs, batteries & solar panels. • Aluminium use in electricity transmission and distrib
Slide 18: Bauxite supply dynamics
Bauxite supply dynamics Australia Tight market = potential for supply disruption For personal use only • Supply dominated by 3 countries: Australia, Guinea & China. • Australia was the world's largest bauxite producer in 2023. • Australia produces around one third of global bauxite at around 98 Mtpa
Slide 19: Investment Highlights
For personal use only INVESTMENT HIGHLIGHTS
Slide 20: Investment Highlights
Investment Highlights 1) Aluminium demand is set to rise: being a key commodity for energy transition and use in electricity transmission and distribution networks For personal use only 2) Tight bauxite demand: associated with potential for supply disruption and low inventories 3) Large maiden resou
Slide 21: Appendix – West Julimar JORC Resource
Appendix 1 – West Julimar JORC Resource Julimar West Global Bauxite Deposit Inferred Mineral Resource Estimate by Zones Julimar West Global Bauxite Deposit Inferred Mineral Resource Estimate by Zones (using a >25% Al2O3 cut-off) – 26th Feb 2025 (using a >35% Al2O3 cut-off) For personal use only Zone
Slide 22: References
References Anand R.R, Gilkes R.J. & Roach G.I.D. 1991. Geochemical and mineralogical characteristics of bauxites, Darling Range, Western Australia. Applied Geochemistry. 6. 233 —248. Anand R.R & Paine M. 2002. Regolith geology of the Yilgarn Craton, Western Australia: implications for exploration. A
Slide 23: References
References Wyatt, J.D., 2008. Independent geologist report on Wandoo aluminium project for Aluminex Resources Ltd, June 2008. Pacminex; 1971; “The Chittering Alumina Project Ore Reserves’; A3553 of Item 2738; Pacminex Pty Ltd unpublished report; Western Australia Pacminex; 1971; “The Chittering Alum
Slide 24: Our Projects
Our Projects Located in the Yilgarn Craton: a global epicenter of mineral wealth • Key projects: For personal use only 1. Julimar West (Bauxite) 168.3Mt at 36.1% Al203 & 14.7% total SiO2 (Cut-off: ≥25% Al2O3) 97.1Mt at 40.5% Al2O3 and 11.3% total SiO2 (Cut-off: ≥35% Al2O3) 2. Ida Holmes Junction (Ni
Slide 25: Contact Us
For personal use only Contact Us BEN CREAGH Media & Investor Relations benc@nwrcommunications.com.au Subscribe to our mailing list at: westernyilgarn.com.au/ 25
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