Abx Group Limited · ASX:ABX
Abx — Australian Bauxite — Shareholder Meeting (May 2015)
20 slides from Abx's shareholder meeting presentation, May 28, 2015
Slide 1: Chairman's Address and CEO Presentation – AGM 28 May 2015
ASX ANNOUNCEMENT 28 May 2015 AUSTRALIAN BAUXITE LIMITED ASX: ABX Chairman’s Address and CEO Presentation – AGM 28 May 2015 Welcome ladies and gentlemen to the sixth Annual General Meeting of Australian Bauxite Limited (ABx). Our first mine is underway at the Bald Hill Bauxite Project near Campbell T
Slide 2: Chairman's Address (continued)
Page 2 ASX: ABX centre along with production centres at Campbell Town and the DL-‐130 area. Exploration of Portside will continue for some time, focussing on areas immediately adjacent to highways and rail lines and free of socio-‐ environmental issues. Tasmanian bauxite production can grow signif
Slide 3: Australian Bauxite Ltd
AUSTRALIAN BAUXITE LIMITED AUSTRALIAN BAUXITE LTD ABX Production Commenced On Schedule Mining Lease received 100% public support Mining underway, road-rail completed Haul to Port Underway Project Fully-Funded Level 2, 131 Macquarie St Sydney, NSW 2000, Australia Ian Levy, Managing Director & CEO Pho
Slide 4: Forward Looking Statement
Forward Looking Statement Whilst based on information from sources considered reliable, Australian Bauxite Limited (ABx), its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information in this document and presentation is complete or acc
Slide 5: ABx Investment Highlights
ABx Investment Highlights 1st Mine at Bald Hill, Tasmania. 100% public & govt support All capital completed except for $500,000 road upgrade Experienced contractors Mine, Rail & Port operators AUSTRALIAN BAUXITE LTD ABX Project started 9th Dec’14. Cash flow within 8 months Quality bauxite
Slide 6: Projects Location & Infrastructure in Tasmania
Projects Location & Infrastructure in Tasmania Portside Production Centre PR-18 & more DSO bauxite up to 4m Closest to Bell Bay Port Burnie Bridport Bell Bay Scottsdale DL-130 Production Centre DL-130, Rubble Flat & more Bell Bay Bulk Port Berth 5 PR-18 AUSTRALIAN BAUXITE LTD ABX Thick bau
Slide 7: Mining & Screening Full Scale at Bald Hill
Mining & Screening Full Scale at Bald Hill Bald Hill Mine Tasmania AUSTRALIAN BAUXITE LTD ABX Bench mining Triple deck dry screening & ROM Ore Production Bauxite products Bauxite products 5
Slide 8: Tasmanian Logistics Infrastructure: Large Spare Capacity
TASMANIAN LOGISTICS INFRASTRUCTURE: LARGE SPARE CAPACITY Rail wagons & Conara siding upgraded by TasRail from this 2 months ago to… as it is today AUSTRALIAN BAUXITE LTD ABX Container unload-tipper 6 Bell Bay Port No.5 berth ready
Slide 9: Production process: factors & trends
Production process: factors & trends 4 to 6 tonnes bauxite 2 tonnes alumina 1 tonne aluminium AUSTRALIAN BAUXITE LTD ABX 2 bauxite types: hi & low temp Hi & low temperature refineries Electricity costs Quality declining Caustic soda main reagent cost Alumina costs Tonnages rising Bauxite type, quali
Slide 10: Bauxite Prices Rising Strongly in A$
Bauxite Prices Rising Strongly in A$ US$ prices stable & Fx rate weak - with more upside to come Average CIF Price of Chinese Bauxite Imports in $A/tonne $90 AUSTRALIAN BAUXITE LTD ABX $80 $A per tonne CIF China $70 $60 $50 $40 $30 $20 Jan-05 Jan-06 Jan-07 Jan-08 Jan-09 Jan-10 Jan-11 Jan-12 Jan-13 J
Slide 11: DL-130 Production Centre
DL-130 Production Centre Thickest high-grade bauxite in Tasmania, up to 14 metres thick EL37/2010 WB-001 AUSTRALIAN BAUXITE LTD ABX EL16/2012 DL-130 discovery DL-130 discovery site DL-130 EL9/2010 Rubble flat drilled in N Feb’15 Rubble Flat discovery 1 kilometre Legend Tenement Boundary Areas with B
Slide 12: DL-130: Rubble Flat Drilled
DL-130: Rubble Flat Drilled Drillholes at Rubble Flat drilled in February 2015 Green= no Bauxite Yellow = 1m Orange= 2m Red = 3m+ Solid early results. Good continuity. Improving to east AUSTRALIAN BAUXITE LTD ABX Drilling Bestcontinuing bauxite in March, zone especially futher east Hole From To Al2O
Slide 13: Portside Production Centre Discovered Near Port
Portside Production Centre Discovered Near Port Portside Production Centre PR-18 & more DSO bauxite up to 4m Closest to Bell Bay Port Burnie Bridport Bell Bay Scottsdale PR-18 Bell Bay Bulk Port Berth 5 AUSTRALIAN BAUXITE LTD ABX DL-130Rubble Flat 100km Road - Rail from all projects Launceston
Slide 14: Portside Production Centre: New Discovery
Portside Production AUSTRALIAN BAUXITE LTD ABX Centre : New Discovery Nearest Bell Bay Port
Slide 15: Capital & Operating Costs
Capital & Operating Costs Simple bench mining Capital Item Amount Site mobilisation $1.5 m 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% complete) $5.0 m Simple dr
Slide 16: ABx's Bauxite Projects: Binjour, Central QLD
ABx’s Bauxite Projects: 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 Projects ABX bauxite deposits
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 Bundaberg Port AUSTRALIAN BAUXITE LTD ABX 15
Slide 18: Binjour Bauxite Project, Queensland
Binjour Bauxite Project, Queensland Binjour Logistics : use the old abandoned rail easements for dedicated haulage or pipeline routes Bundaberg Port AUSTRALIAN BAUXITE LTD ABX High productivity trucks ~350-500t 12km link Binjour Plateau Bauxite Project 3 to 4 mill tonnes pa 25km link 10km 16
Slide 19: Corporate Overview
$0.38 3 Corporate Overview Trading Volume Share Price A$ ASX code ABX Listed 24 Dec 2009 @ $0.20 $0.33 Issued shares 140.5 million 2 Options 3.7 million Millions 52 week range $0.17 - $0.375 $0.28 AUSTRALIAN BAUXITE LTD ABX Average daily volume 233,000 Market cap (@ $0.33) $46 million 1 Cash (31 Mar
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