ABx Group Limited · ASX:ABX
ABx — Australian Bauxite — 20:20 Investor Series, Sydney 2012
13 slides from ABx's conference presentation, Apr 2, 2012
Slide 1: ASX Announcement: CEO Presentation at 20-20 Investors Series
ASX ANNOUNCEMENT 2 April 2012 ASX : ABZ CEO Presentation at 20-20 Investors Series In accordance with the requirements of Listing Rule 3.1 we submit the attached material being presented today at the 20-20 Investors Series being held in Sydney. Mr Ian Levy, CEO is making the presentation. For furthe
Slide 2: Developing East Coast Bauxite Projects
AUSTRALIAN BAUXITE LIMITED 2 April 2012 20:20 Investor Series, Sydney Developing East Coast Bauxite Projects Bauxite is the ore for aluminium and alumina ASX Code “ABZ” Level 2 Hudson House 131 Macquarie St Sydney NSW 2000 Australia Phone: +61 2 9251 7177 Ian Levy, CEO Facsimile: +61 2 9251 7500 Mob
Slide 3: Aluminium Industry Reforms
Aluminium market 45% construction 45% consumption Bauxite growing strongest Figure: Hydro AUSTRALIAN BAUXITE LIMITED Aluminium Industry Reforms New Smelting Technology = Cheaper Aluminium = Industry Reform • Lo‐cost new smelters Mid East & China: Hi Profit even at low Al prices • Europe, Nth America
Slide 4: Mission 1: Sell bauxite to China's new refineries
Mission 1 Sell bauxite to China’s new Refineries Russia Europe North America Asia Africa Australia will start replacing Indonesian bauxite in 2014 South America Australia Australia will supply China’s 38 huge refineries Indonesia will supply less from 2014 ABx bauxite deposits Other bauxite deposits
Slide 5: China Bauxite Imports & Prices Growing Rapidly
China Bauxite Imports & Prices Growing Rapidly $80 10,000 9,000 $70 Australian (Weipa) 8,000 $60 bauxite prices 000s tonnes per month (bars) 7,000 CIF Prices US$/t (lines) $50 6,000 $40 na ge s 5,000 Ton ord 4,000 $30 Indonesian bauxite prices Rec 3,000 $20 Tonnes imported 2,000 per month $10 1,000
Slide 6: Corporate Details and Business Overview
Corporate Details ASX Code : ABZ Listed 24 Dec'09 at $0.20 Major Shareholders Shares % Shares 100.6 million Hudson Resources 45.6 million 45.3% Options 10.3 million State One Capital 7.4 million 7.4% Market Cap ($0.50) $50.3 million Soul Pattinson 1.9 million 1.9% Cash (31 Dec) $3.8 million = 1.2yr
Slide 7: Indicative Milestones Ahead; JORC Resources Growing Strongly
Indicative Milestones Ahead • Reach 100 million tonnes JORC Resources In progress 1 GOULBURN BAUXITE PROJECT • Announce Pre Feasibility Study results Apr‐May 2012 • Taralga Resource Upgrade (Thick Zone Discovered) April 2012 • Mining Lease Application Process Commenced Feb‐Apr 2012 • Decision to Pro
Slide 8: Taralga Resources Doubled to 25m tonnes
Taralga Resources Doubled to 25m tonnes 1 Near Port Kembla • 140km rail to Port • Goulburn Bauxite Project Prefeasibility Study due soon • Metallurgical results better than expected DSO Hi Grade: Taralga + 40% Al2O3 Goulburn ‐ 2.5% SiO2 Wingello • Goulburn Bauxite JV with Marubeni: PFS due soon • Ne
Slide 9: Taralga 25m tonnes & growing. Near Port
Taralga 25m tonnes 1 & growing. Near Port 25Mt announced Undrilled targets Area C Area B 12 May 2011 Taralga Project Area d EL 7357 New resource Disuse extensions found in Area A 2 new Leases ELA 4072 Metallurgical testwork completed 42km DSO‐grade is produced Key 145km to from ALL bauxite types Por
Slide 10: Rapidly Growing Resource Base & Discoveries
Landholder Relations – the key task 17 AUSTRALIAN BAUXITE LIMITED Rapidly Growing Resource Base & Discoveries Binjour : 16.8 million tonnes high grade bauxite 1 Advanced Project? +30Mt target 1 Inverell : 35 million tonnes 1 & Guyra 6 million tonnes 1 Large deposits +50Mt target 1 Taralga : 25 milli
Slide 11: Excellent bauxite results at Binjour
Excellent bauxite results at Binjour Binjour 16.8 Million Tonnes 1 New EPM Maiden JORC Resource High Grade 44% Al2O3 Gibbsite 3.5% SiO2 Easy production Government‐industry study of rail & port upgrade DRILLING NOW TO EXPAND RESOURCE 1. See JORC Statement Slides Bauxite Resources Sieved at 0.26mm Res
Slide 12: Inverell 35m tonnes & growing; Guyra discovery
Inverell 35m tonnes1 & growing. Large Deposits • Consistent 5.6m thick • Less than 20% tested yet • Nearby Pindaroi & Guyra have thick bauxite too. Inverell 1. See JORC Statement Slides Guyra Resource Tonnes Yield% Avl SiO2 Avl/Srx A/S LOI Millions at Al203 % SiO2 % Fe2O3 % TiO2 % category 0.26mm Al
Slide 13: Forward Looking Statement; JORC and Competent Person Statement
Large bauxite plateau at Binjour QLD Layer Bauxite 23 AUSTRALIAN BAUXITE LIMITED 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 imp
Australian Bauxite — 20:20 Investor Series, Sydney 2012 on 6ix