Rainbow Rare Earths Ltd. · LSE:RBW
Rainbow Rare Earths — Investor Presentation (July 2022)
14 slides from Rainbow Rare Earths's investor presentation, July 2022
Slide 1: A Strategic Source of NdPr for a Growing Market
RAINBOW RARE EARTHS A STRATEGIC SOURCE OF NdPr FOR A GROWING MARKET FINALISED PHALABORWA FLOW SHEET UNLOCKS A UNIQUE NEW SOURCE OF RARE EARTH OXIDES JULY 2022
Slide 2: Disclaimer
DISCLAIMER These Presentation Materials are for information purposes only and must not be used or relied upon for the purpose of making any investment decision or engaging in any investment activity and should not be construed as, an offer for sale or subscription of, or solicitation of any offer to
Slide 3: "The Middle East has oil; China has rare earths."
“THE MIDDLE EAST HAS OIL; CHINA HAS RARE EARTHS.” Deng Xiaoping, credited as the father of modern-day China, 1992
Slide 4: Meeting Mounting Global Demand for Rare Earths
MEETING MOUNTING GLOBAL DEMAND FOR RARE EARTHS AT OUR NEAR-TERM DEVELOPMENT OPPORTUNITY ROBUST SUPPLY/DEMAND FUNDAMENTALS • Magnet rare earth elements are critical building blocks for the global green revolution • Demand is forecast to grow strongly, driven by increased adoption of electric vehicles
Slide 5: Our Strengths
OUR STRENGTHS LONG TERM SOURCES OF RARE EARTHS UNDERPINNED BY IP AND THE RIGHT LEADERSHIP TEAM STRONG PORTFOLIO OF GROWTH ASSETS TO BUILD A UNIQUE BUSINESS • Phalaborwa, South Africa, recovery of separated rare earth oxides from historic gypsum stacks • Gakara, Burundi, a large high-grade mineralise
Slide 6: Phalaborwa: Exciting, Near-Term Growth Opportunity
PHALABORWA: EXCITING, NEAR-TERM GROWTH OPPORTUNITY DELIVERY OF SEPARATED MAGNET RARE EARTH OXIDES ON SITE 38.3MT OF GYPSUM IN TWO STACKS FROM 50+ YEARS PHOSPHATE JORC COMPLIANT INFERRED MINERAL RESOURCE ESTIMATE HARD ROCK MINING IN SOUTH AFRICA Contribution of TREO by oxide Grade • JORC Compliant In
Slide 7: Assay Results Confirm High Value Project
ASSAY RESULTS CONFIRM HIGH VALUE PROJECT MUCH HIGHER GRADE THAN TYPICAL IONIC CLAY RARE EARTH PROJECTS Project Style Owner TREO3 NdPr4 Uranium5 Thorium6 PHALABORWA IN-SITU METAL VALUE: % ppm ppm ppm US$/t Gypsum1 Gypsum Phalaborwa1 stacks Rainbow Rare Earths 0.431% 1,257 2 48 Dy Tb 7% Round Top2 Ion
Slide 8: Rare Earths Deposits Traditionally Associated with Challenges
RARE EARTHS DEPOSITS TRADITIONALLY ASSOCIATED WITH CHALLENGES PHALABORWA IS DIFFERENT, ALLOWING A LOW COST DEVELOPMENT TRADITIONAL BARRIERS TO RARE EARTHS DEVELOPMENT • Historical processing, including initial flotation and concentration by Typical rare earths Foskor followed by processing in Sasol’
Slide 9: Phalaborwa Flow Sheet Development: Historical Separation
PHALABORWA FLOW SHEET DEVELOPMENT OVERCOMING HISTORICAL CHALLENGES RELATED TO RARE EARTHS SEPARATION • Crystallisation to separate small quantities of rare earths Pre- • Process depends on slight differences in solubilities 1940’s • Multiple stages of dissolution and crystallisation required to prod
Slide 10: Unlocking a Unique Source of Rare Earths with Proven Technology
PHALABORWA FLOW SHEET DEVELOPMENT UNLOCKING A UNIQUE SOURCE OF RARE EARTHS WITH PROVEN TECHNOLOGY RECOVERING RARE EARTHS FROM HISTORIC SUCCESSFUL FLOW SHEET DEVELOPMENT GYPSUM STACKS • Patented process of continuous ion exchange Rainbow has successfully developed a process (“CIX”) and continuous ion
Slide 11: Efficient and Patented Technology
EFFICIENT AND PATENTED TECHNOLOGY REDUCING CAPITAL AND OPERATING COSTS K-TECH CIX AND CIC TECHNOLOGY ENJOYS THE FOLLOWING BENEFITS • Patented, proven technology Phalaborwa flow sheet • Developed at a commercial scale • Fast, efficient, and precise extraction of trace quantities of target materials f
Slide 12: Gakara: High-Grade Rare Earth Mineral Concentrate
GAKARA: HIGH-GRADE RARE EARTH MINERAL CONCENTRATE FROM LARGE MINERALISED SYSTEM IN BURUNDI PRE-2020 • 39km2 mining permit hosting large scale mineralised system • Exploration target provides opportunity for 262,000 -375,000t of high-grade vein hosted mineralisation grading 7.0% - 12.0% TREO plus 252
Slide 13: A Strategic Source of Rare Earth Minerals for a Growing Market
RAINBOW RARE EARTHS A STRATEGIC SOURCE OF RARE EARTH MINERALS FOR A GROWING MARKET Uniquely positioned to benefit from expected demand growth for rare earths to power the green revolution • Two potentially world-class, scalable projects in South Africa and Burundi plus unique IP to unlock new opport
Slide 14: Thank You
RAINBOW RARE EARTHS THANK YOU Contact us: GEORGE BENNETT PETE GARDNER CEO CFO SA Mobile: +27 82 652 UK Mobile: +44 771 779 4251 Office Number: + 27 11 996 3500 Skype: petegardner73 Skype: George.bennett72 Email: peteg@rainbowrareearths.com Email: georgeb@Rainbowrareearths.com
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