Abx Group Limited · ASX:ABX
Abx — Australian Bauxite — Resources Rising Stars Conference 2015
20 slides from Abx's conference presentation, Sep 24, 2015
Slide 1: CEO Presentation at Resources Rising Stars Conference
ASX ANNOUNCEMENT 24 september 2015 AUSTRALIAN BAUXITE LIMITED ASX: ABX About Australian Bauxite Limited CEO Presentation at Resources Rising Stars ASX Code ABX For personal use only Conference Australian Bauxite Limited (ABx) has started its first bauxite mine in Tasmania and holds the core of the E
Slide 2: Production & Stockpiles Rising Steadily
AUSTRALIAN BAUXITE LIMITED For personal use only AUSTRALIAN BAUXITE LTD ABX Production & Stockpiles Rising Steadily Accelerating into Summer Peak Season Project fully-funded Sales Started Customer ready for maiden shipment Level 2, 131 Macquarie St Sydney, NSW 2000, Australia Ian Levy, Managing Dire
Slide 3: Corporate Overview
$0.40 3 Corporate Overview Trading Volume Share Price A$ ASX code ABX $0.35 Listed 24 Dec 2009 @ $0.20 For personal use only Issued shares 140.5 million 2 Options 3.7 million $0.30 Millions 52 week range $0.15 - $0.375 AUSTRALIAN BAUXITE LTD ABX Average daily volume 207,000 $0.25 Market cap (@ $0.23
Slide 4: Forward Looking Statement
Forward Looking Statement Whilst based on informa1on from sources considered reliable, Australian Bauxite Limited (ABx), its directors, employees and For personal use only consultants do not represent, warrant or guarantee, expressly or impliedly, that the informa1on in this document and presenta1on
Slide 5: ABx Investment Highlights
ABx Investment Highlights 1st Mine at Bald Hill, Tasmania: Cash flow within 3 months For personal use only Customer selected and engaged: Very supportive Sales have started – and will grow steadily AUSTRALIAN BAUXITE LTD ABX Good bauxite, close to transport, no socio-enviro issues TASSIE T
Slide 6: Production process: factors & trends
Production process: factors & trends MINE REFINE SMELT For personal use only 4 to 6 tonnes bauxite 2 tonnes alumina 1 tonne aluminium AUSTRALIAN BAUXITE LTD ABX Customers: China India Middle East Australia 5
Slide 7: Bauxite Prices Rising Strongly in A$
Bauxite Prices Rising Strongly in A$ US$ prices rising & Fx rate weak - with more upside to come Bauxite imports into China Tonnes 2005 to end August For personal use only million tonnes per month 8 7 ABX’s Million tonnes per month Malaysia 6 Other 5 India OPPORTUNITY IS AUSTRALIAN BAUXITE LTD ABX I
Slide 8: Bauxite prices are rising most strongly
Bauxite prices are rising most strongly Bauxite is outperforming all other mineral prices For personal use only AUSTRALIAN BAUXITE LTD ABX 7
Slide 9: Indian Bauxite In Strongest Demand
Indian Bauxite In Strongest Demand ABx type bauxite is compatible with Indian bauxite For personal use only Indian Bauxite Sales Into China: Tonnes & Prices in US$/t & A$ /tCIF China $100 2,000 $90 1,800 A$/tonne AUSTRALIAN BAUXITE LTD ABX Prices: US$/t & A$/t CIF China $80 1,600 $70 1,400 US$/tonne
Slide 10: ABx's Increasing Bauxite Export Strategy
ABx’s Increasing Bauxite Export Strategy Rio Tinto $1.5 billion expansion of Indonesia building refineries bauxite supply to high-temp refineries Malaysia limited resources +30 Mtpa forecast For personal use only Vietnam building refineries Gove Weipa ABx 5 to 10 Mtpa Mitchell low-temp bauxite sold
Slide 11: Production Centres & Infrastructure in Tasmania
For personal use only 3 Production Centres & Infrastructure in Tasmania Bell Bay Bulk Port Berth 5 AUSTRALIAN BAUXITE LTD ABX 100km Road - Rail from all projects Shallow Mining Production Screened Bauxite Product 10
Slide 12: Bald Hill Mine: Will return to grazing in ~3 years
Bald Hill Mine: Will return to grazing in ~3 years Campbell Town, Northern Tasmania “Big Red” & “Li’l Red Twin Screens For personal use only AUSTRALIAN BAUXITE LTD ABX Simple bench mining Dry Screening 11
Slide 13: Loading bauxite into trucks and rail wagons
For personal use only AUSTRALIAN BAUXITE LTD ABX Loading bauxite into B-Double Trucks Loading onto rail wagons Bauxite Train to Bell Bay Port 12
Slide 14: Bell Bay Port unloading and stockpile
Unload tipper for discharge from rail into radial stacker at Bell Bay For personal use only Port AUSTRALIAN BAUXITE LTD ABX Radial stacker building bulk bauxite shipping stockpile at Bell Bay Port 13
Slide 15: Capital & Operating Costs
Capital & Operating Costs Simple bench mining Capital Item Amount Site mobilisation $1.5 m For personal use only Net site establishment $2.0 m Road upgrade $1.0 m Bulk shipping all year round Contingency (25%) $0.5 m AUSTRALIAN BAUXITE LTD ABX Mobile shiploader is now hired Initial capital (95% comp
Slide 16: ABx's Largest Bauxite Project: Binjour, Central QLD
For personal use only ABx’s Largest Bauxite Project: Binjour, Central QLD Gove Weipa Mitchell Plateau (Dormant) AUSTRALIAN BAUXITE LTD ABX World’s largest alumina refineries 2 Binjour Project Eastern World’s largest bauxite & alumina production Australian Darling Bauxite Ranges Province 3 Goulburn P
Slide 17: Binjour Project, Queensland: Drill 2nd Half 2015
Binjour Project, Queensland: Drill 2nd Half 2015 Thick, large, highest grade new trihydrate gibbsite bauxite project in Pacific Basin For personal use only AUSTRALIAN BAUXITE LTD ABX 16
Slide 18: New Bauxite Discovered at Brovinia is High Grade
New Bauxite Discovered at Brovinia is High Grade Raw Unsieved Samples For personal use only Sample Type Al2O3 SiO2 A/S Fe2O3 TiO2 LOI Avl Al2O3 Rx SiO2 Avl/Rx % % ratio % % % % % ratio BJ606 Surface 48.90 7.02 7.0 14.80 2.37 26.40 41.90 6.80 6.2 BJ607 Surface 47.40 4.03 11.8 37.50 3.17 7.14 24.70 3.
Slide 19: Binjour Bauxite Project, Queensland
Binjour Bauxite Project, Queensland Binjour Logistics : use the old abandoned rail easements for dedicated haulage or pipeline routes For personal use only Bundaberg Port AUSTRALIAN BAUXITE LTD ABX High productivity trucks ~350-500t 12km link Binjour Plateau Bauxite Project 3 to 4 mill tonnes pa 25k
Slide 20: ABx JORC Mineral Resources
ABx JORC Mineral Resources Region Resource Million Thickness Al2O3 SiO2 A/S Fe2O3 TiO2 LOI Al2O3 Avl Rx SiO2 Avl/Rx % Lab O'Burden Int. Waste Category Tonnes (m) % % ratio % % % @ 143°C % % ratio Yield (m) (m) CAMPBELL TOWN Inferred 1.8 3.0 42.6 3.5 12 25.4 3.5 24.6 36.7 3.0 12 50 2.1 0.1 7 AREA TAS
Australian Bauxite — Resources Rising Stars Conference 2015 on 6ix