Rarex Limited · ASX:REE
Rarex — Resources Rising Stars Investor Conference 2022
19 slides from Rarex's conference presentation, Jun 8, 2022
Slide 1: RareX to present at Resources Rising Stars Investor Conference
ASX Release: 8 June 2022 RAREX TO PRESENT AT RESOURCES RISING STARS INVESTOR For personal use only CONFERENCE RareX Limited (ASX: REE, RareX or the Company) is pleased to advise that Managing Director, Jeremy Robinson, will be presenting at the Resources Rising Stars Investor Conference on the Gold
Slide 2: RareX - Becoming a Top Australian Rare Earths Deposit
RareX - Becoming a Top Adding Value at each step For personal use only 60 59 Nd Pr Australian Rare Earths Deposit Neodymium Praseodymium Resources Rising Stars – Be on the Right Side of the BOOM June 2022 rarex.com.au
Slide 3: Disclaimer & Competent Person's Statements
Disclaimer & Competent Person’s Statements For personal use only Investor Relations This presentation contains summary information about RareX Limited (REE) and is current as of 8 June 2022 and is authorised for release by the Board. The information in this presentation is of a general background an
Slide 4: Corporate Snapshot
Corporate Snapshot For personal use only Capital Structure Shareholders ASX Code REE Top 40 Shareholders ~40% OTCQB REEEF Number of Shareholders ~5,200 Share Price (03.06.2022) A$ 0.075 Substantial Shareholder Simon Lee AO (6.5%) Shares on issue 563m Market Capitalisation A$ 43.32m Cash & Investment
Slide 5: RareX Value Proposition
RareX Value Proposition For personal use only “ Each EV & E-Mobility Solution Requires Rare Earths Electric Trains, E-Buses, E-bikes, EV's. They all use NdPr – NdFeB permanent magnets either in the drivetrain itself or in interior applications, due to better weight-performance attributes and higher
Slide 6: The Asset - 100% owned - Cummins Range
The Asset - 100% owned - Cummins Range For personal use only Kimberley region, Western Australia near the Location township of Halls Creek. Tier-1 mining jurisdiction. Mineralisation is hosted in the weathered portion of the underlying carbonatite intrusion with the Geology deposit outcropping, cont
Slide 7: NdPr enabling decarbonisation of our society
NdPr enabling decarbonisation of our society For personal use only NdFeB permanent magnet motors are crucial in reducing greenhouse gas emissions as they are at the heart of so many electric mobility solutions. Green, clean electric mobility solutions require ethical, sustainable, transparently prod
Slide 8: Global EV Megatrend continues to accelerate
Global EV Megatrend continues to accelerate… For personal use only Timeline of Strategic OEM Targets for EVs Automaker EV & Battery Invest Globally “ Global carmakers now target to spend US $515b for EV’s & batteries. Including Tier 1 suppliers, investments ” should have surpassed US$ 1 Trillion. So
Slide 9: Supported by global legislation to drive net zero targets
Supported by global legislation to drive net zero targets and to ban the internal combustion engines For personal use only “ More and more countries have a clear roadmap to phase out internal combustion engine (ICE) vehicles. More than 30 countries have clear electrification targets or ICE ” Perth S
Slide 10: Translating into an emerging deficit of NdPr supply
Translating into an emerging deficit of NdPr supply For personal use only “ Each electric vehicle requires ~1 kg NdPr oxide for the drivetrain solution WW PASSENGER CARD OUTLOOK / BNEF Global BEV & PHEV SALES / EV VOLUMES and accessories. With every incremental, additional sales of 5.5m EVs the worl
Slide 11: The Team
The Team For personal use only Jeremy Robinson James Durrant Michael Prassas Guy Moulang Gavin Beer Managing Director General Manager Projects Head of Corporate Head of Exploration Lead Consultant Metallurgist Development is the founder of RareX that James is a Mining and Mr Guy Moulang has more was
Slide 12: Our ESG Commitment
Our ESG Commitment For personal use only RareX announced its Maiden ESG framework in September 2021 developed in conjunction with industry leader PricewaterhouseCoopers RareX has aligned itself with the World Economic Forum “WEF” Principles RareX already contributes 3.5% of its annual explorat
Slide 13: RareX Investment Proposition
RareX Investment Proposition “ For personal use only The Right Market & Timing Rare earth and NdPr (Neodymium and Strong connection to the decarbonisation and Co2 reduction Praseodymium) are an integral part of the roadmaps and rising regulatory requirements and targets across electric mobility an
Slide 14: The Asset - Current JORC Resource
The Asset - Current JORC Resource For personal use only A large Rare Earth – Niobium – Phosphate rich carbonatite deposit located in the Kimberley region of Western Australia Significant global Indicated and Inferred JORC Resource 18.8Mt at 1.15% TREO + 0.14% Nb2O5 High-grade tonnes to 6.5Mt a
Slide 15: Growing the Resource
Growing the Resource For personal use only Cummins Range unique geology points to high grade potential • Carbonatite intrusive complex with REE mineralisation controlled by hydrothermal fluids • Historical drilling mostly orientated in the wrong direction • Recognition of high-grade main fault / bre
Slide 16: Confirming Exploration Target
Confirming Exploration Target For personal use only Major Extension of Mineralisation Significant visual mineralisation intersected in all three diamond holes drilled to date CDX0020 has intersected mineralisation 250m down-dip of CDX0016 (which intersected a cumulative total of 51m at 2.5% TREO
Slide 17: New Northern Phosphate Zone
New Northern Phosphate Zone For personal use only Diamond hole CDX0015 intersected what is now referred to as the “Northern Phosphate Zone”, with a spectacular intercept of: 71m at 15% P2O5 from 71.5m down-hole This is the first time that primary phosphate mineralisation has been intersected a
Slide 18: Study Work
Study Work For personal use only Consultant Scope Project Lead RareX GM Projects Mr James Durrant Gavin Beer Rare Earth Element, metallurgical and general technical counsel Primero Lead consultant. Process design and cost estimation METS Group Metallurgical programme lead Mining Plus Pit design, pit
Slide 19: Directors
For personal use only Directors John Young Non-Executive Chairman Jeremy Robinson Managing Director Shaun Hardcastle Non-Executive Director Cameron Henry Non-Executive Director Company Secretary Ms Oonagh Malone RareX HQ Unit 6, 94 Rokeby Road Subiaco Western Australia 6008 ABN 65 105 578 756 Teleph
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