Arafura Rare Earths Limited · ASX:ARU
Arafura Rare Earths — Arafura Resources — 34th Australia - Japan HLG on Energy and Minerals (March 2011)
12 slides from Arafura Rare Earths's conference presentation, Mar 11, 2011
Slide 1: 34th Australia - Japan HLG on Energy and Minerals
For personal use only 34th Australia - Japan HLG on Energy and Minerals Gavin Lockyer Chief Financial Officer & Company Secretary Melbourne Convention and Exhibition Centre, 11 March 2011 1
Slide 2: Disclaimer
Disclaimer Important Notice For personal use only This presentation contains certain statements which may constitute “forward-looking statements”. Such statements are only expectations or beliefs and are subject to inherent risks and uncertainties which could cause actual values, results or performa
Slide 3: Arafura – Our Company
Arafura – Our Company For personal use only “A speciality chemical company” which will make products to pharmaceutical grade quality standards. Confirmed Strategy • Our vision is to be the recognised leading supplier of Rare Earths to the world. Mission • To create and maximise shareholder value in
Slide 4: Arafura – Corporate Summary and Project Areas
Arafura – Corporate Summary and Project Areas As at March 2011 For personal use only Capital 367.9m shares 16.8m Board/Employee options Market capitalisation @ A$1.25 = ~A$460 million Cash (@ 31 December 2011) A$97 million Top shareholders JP Morgan Nominees1 27.3% Institutional 20.5% ECE2 17.5% Boa
Slide 5: Business Model – Adding value in Australia
Business Model – Adding value in Australia For personal use only • Mining & ore beneficiation at Nolans Bore Mine in the Northern Territory • Mineral concentrate transported by rail to the Rare Earths Complex at Whyalla in South Australia • Wholly Australian operation • Complete value adding of Aust
Slide 6: Capturing Value in the Industry Supply Chain
Capturing Value in the Industry Supply Chain For personal use only Positioning to maximise value creation… Rare Earth Mineral Rare Earth Ore Intermediates Metals/Alloys Components OEMs Concentrate Oxides (Carbonate) • Production of Rare Earth Oxides rather than lower priced concentrates or intermedi
Slide 7: Rare Earths – Vital to today's technology
Rare Earths – Vital to today’s technology For personal use only Rare Earth prices are immaterial to end product price but critical to performance. Without them there would be no: 7
Slide 8: Rare Earths – Strategic to Government Policies
Rare Earths – Strategic to Government Policies For personal use only The strategic importance of Arafura to the global rare earth supply chain... • November 2010 Australian Foreign Minister stated Australia stands ready to be a long-term, secure, reliable supplier of rare earths to the Japanese econ
Slide 9: Rare Earths – the future
Rare Earths – the future The industry challenge is for the supply side to keep up with demand... For personal use only Strong Demand • End use markets are forecast to grow at 2, 3 or 4 times GDP • Recent industry commentary indicates that China may need to import product for its own use in 5 years o
Slide 10: Nolans Project – Globally Significant
Nolans Project – Globally Significant High potential value, long life, multiple revenue streams with upside potential... For personal use only Phase 1 Annual Production REO Rare Earths 20,000 t Oxides P2O5 as 61% 80,000 t Financial Evaluation October 2010 Phosphoric Acid October 2010 Project Economi
Slide 11: Future Work Program
Future Work Program For personal use only A fast track program to production…… 2011 2012 2013 2014 2015 Technology Demonstration Program Nolans Resource Expansion Pricing Bankable Feasibility Study EIS & Regulatory Approvals Customer Contracts Project Financing Construct Mine & Rare Earths Complex C
Slide 12: Thank You
For personal use only Thank You 12
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