Abx Group Limited · ASX:ABX

Abx — International Mining and Resources Conference 2024

13 slides from Abx's conference presentation, Nov 7, 2024

  1. Slide 1: Delivering Materials for a Cleaner Future

    For personal use only (ASX:ABX) Delivering Materials for a Cleaner Future International Mining and Resources Conference ICC Sydney – Wednesday 30 October, 11:30am AEDT Mark Cooksey Managing Director and CEO 30 October 2024 Page 1

  2. Slide 2: Disclaimer

    Disclaimer This presentation has been prepared by ABx Group Limited ACN 139 494 885 (“ABx” 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 offer or invitation with respect to those secu

  3. Slide 3: Delivering materials for a cleaner future

    For personal use only Delivering materials for a cleaner future • Creation of an ionic adsorption clay rare earth Exploration Development Technology project in northern Tasmania • Establishment of a plant to produce hydrogen fluoride and aluminium fluoride from recycled industrial waste, to replace

  4. Slide 4: Businesses: Ionic adsorption clay rare earths

    Businesses For personal use only Ionic adsorption clay rare earths Recycling fluorine waste ASX: ABX Page 4 4

  5. Slide 5: Rare earth market: massive demand growth

    Rare earth market: massive demand growth Electric motors require permanent magnets containing rare earths For personal use only $6 Dysprosium demand ($billion) $5 $4 $3 $2 $1 $0 2020 Capacity 2030 High Demand Source: International Energy Agency, Net Zero by 2050, 2021 Sources: US DoE, Critical Miner

  6. Slide 6: ABx rare earth resource: attractive metallurgy and grade

    ABx rare earth resource: attractive metallurgy and grade Metallurgy Grade For personal use only 40 35 Cost and Price (per kg proudct) Operating cost 30 Loss Profit 25 Dy2O3 + Tb4O7 (ppm) Product price 20 15 10 5 0 Ionic Non-ionic Ema (Brazil) Kennedy (QLD) Caldeira (Brazil) Colossus (Brazil) Deep Lea

  7. Slide 7: ABx rare earth resource: outstanding location

    ABx rare earth resource: outstanding location Plantation forest area in favourable jurisdiction For personal use only • ABx resource is located in recently harvested hardwood plantation, close to Launceston and Bell Bay port • Australian supply highly attractive to global customers ASX: ABX 7

  8. Slide 8: Businesses: Recycling fluorine waste

    Businesses For personal use only Ionic adsorption clay rare earths Recycling fluorine waste ASX: ABX Page 8 8

  9. Slide 9: Fluorine recycling is a significant opportunity

    Fluorine recycling is a significant opportunity Increasing fluorspar prices New source of fluorine waste For personal use only 600 350,000 300,000 500 97% min fluorpsar price (USD/t) Bath (tonnes/year) Source: Roskill 250,000 400 200,000 Global surplus 300 150,000 Source: Asian Metal 100,000 200 50,0

  10. Slide 10: ALCORE fluorine recycling process is relatively low risk

    ALCORE fluorine recycling Smelter bath process is relatively low risk For personal use only Relatively low technical risk Aluminium Process is adaptation of existing smelting commercial process to produce hydrogen fluoride from fluorspar AIF3 HF Exemplary demonstration Hydrogen Aluminium of circular

  11. Slide 11: ALCORE process has compelling advantages

    ALCORE process has compelling advantages Significantly lower operating cost First mover use only Utilities, labour, etc. For personal Indicative Cost Other raw Utilities, labour, materials etc. • Picture of reactors Other raw Fluorspar materials Smelter bath Fluorspar process ALCORE process Substitu

  12. Slide 12: ABx Group Limited

    For personal use only ABx Group Limited www.abxgroup.com.au Level 4, 100 Albert Rd South Melbourne VIC 3205 Australia Phone: +61 3 9692 7222 E: corporate@abxgroup.com.au Mark Cooksey Managing Director and CEO E: mcooksey@abxgroup.com.au

  13. Slide 13: Appendix

    Appendix Company Project Stage Study Resource (Mt) Grade Cut-off Tb4O7 Dy2O3 Reference For personal use only Level (TREO) grade (ppm) (ppm) (ppm) (TREO-CeO2) (ppm) Brazilian Critical Ema Exploration - 1,017 Inferred 793 500 4 13 BCM ASX Table 1 22 Apr Minerals announcement 2024 Devex Kennedy Explora

ABx Group — International Mining and Resources Conference 2024 on 6ix