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Alkane Resources Investor Presentation 2007

Aug 26, 2007

48579_rns_2007-08-26_e2a3c6c2-3974-4ba2-97b1-6dcc2a846697.pdf

Investor Presentation

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R ESOURCES L TD
ABN 3 5 0 0 0 6 8 9 2 1 6
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27 August 2007

Manager Announcements Company Announcements Office ASX Limited 20 Bridge Street Sydney NSW 2000

Dear Sir,

PRESENTATION

Attached is a copy of a presentation to the NSW Mineral Exploration and Investment Conference. A copy of this presentation will also be available on the Company’s website www.alkane.com.au.

Yours faithfully, for ALKANE RESOURCES LTD

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D I Chalmers Managing Director

Registered Office: 129 Edward Street Perth WA 6000 Telephone: 61 8 9227 5677 Facsimile: 61 8 9227 8178 PO Box 8178 Perth Business Centre Western Australia 6849 www.alkane.com.au [email protected]

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ALKANE RESOURCES LTD

ABN 35 000 689 216

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Dubbo Zirconia Project

NSW Mineral Exploration and Investment Conference DPI - MR Sydney 24 August 2007 www . alkane . com . au

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. . .
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Central West NSW Alkane Projects

Galwadgere copper deposit DZP

Tomingley Gold Project Wyoming Development 605,000oz gold

Newmont JV Major gold discovery McPhillamys 2006

Dubbo Zirconia Project

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Peak Hill 153,000oz production

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DUBBO ZIRCONIA PROJECT

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Project Site and Infrastructure Location
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DUBBO ZIRCONIA PROJECT Geology

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0

200

metres

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DUBBO ZIRCONIA PROJECT

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Geological Model

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JURASSIC Magma

TRIASSIC Sediments SILURIAN - DEVONIAN volcanics and sediments

1. BASALT FLOWS & SHEETS

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DUBBO ZIRCONIA PROJECT

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Geological Model

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JURASSIC Magma

TRIASSIC Sediments SILURIAN - DEVONIAN volcanics and sediments

2. COMPOSITE VOLCANO Trachytic tuff and lava cone

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DUBBO ZIRCONIA PROJECT

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Geological Model

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JURASSIC Magma

TRIASSIC Sediments SILURIAN - DEVONIAN volcanics and sediments

3. TRACHYTE DOMAL PHASE

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DUBBO ZIRCONIA PROJECT

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Geological Model

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JURASSIC Magma

TRIASSIC Sediments

SILURIAN - DEVONIAN volcanics and sediments

4. INTRUSION OF MINERALISED

TRACHYTE

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DUBBO ZIRCONIA PROJECT

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Geological Model JURASSIC Magma

TRIASSIC Sediments SILURIAN - DEVONIAN volcanics and sediments

5. EROSION -

Present day land surface

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DUBBO ZIRCONIA PROJECT Photograph at the time of the eruption

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DUBBO ZIRCONIA PROJECT RESOURCES

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||||||
|---|---|---|---|---|
|RESOURCES|
|Measured Resource|:|35.7 million|tonnes|grading|
|0 -|55 metres|1.96% Zr02, 0.04%HfO2, 0.14% Y2O3|
|0.46% Nb2O5, 0.03% Ta2O5|, 0.014% U3O8,|
|and 0.75% REO|
|Inferred Resource|:|37.5 million tonnes at similar grades|
|55 -|100 metres|
|TOTAL|:|73.2 million tonnes|

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Major world resource of zirconium, hafnium, niobium, tantalum, yttrium and rare earth elements

Although the ore is not classified as a radioactive deposit , it contains 23 million lbs (10 , 200t) of uranium Production of uranium is currently prohibited in NSW

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DUBBO ZIRCONIA PROJECT ORE MINERALOGY

DUBBO ZIRCONIA PROJECT
 DUBBO ZIRCONIA PROJECT
ORE MINERALOGY

Zi
Y
di l t
SO ± C

Zirconium
eu
a y e
armstrongite
r
4
a, ,
REE, H2O +?U
< 2μm - 50μm
Yttrium
yttrium silicates
and with Zr
YSiO4± REE, Be,
Fe, As, Nb
< 50μm
Niobium/
Tantalum
natroniobite
NaNbO3+ Ta ? Th
also NbFeSiO4
< 30μm
l i
ca c an
basnaesite
Ca(REE)(CO3)F
rare ancylite
Sr(REE)(CO3)H2O
< 100μm
Rare Earths

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DUBBO ZIRCONIA PROJECT ORE MINERALOGY

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BSE image x 2300: REE-rich Zr-Si hosted within Zr-silicate ANSTO March 2007

Zr-silicate

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DUBBO ZIRCONIA PROJECT ORE MINERALOGY

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BSE image x 600: Nb mineral in Fe-Mn carbonate ANSTO March 2007

Nb in Fe-Mn carb Zr-silicate

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DUBBO ZIRCONIA PROJECT - Early Metallurgical Test Work 1999 2002

  • Preliminary test work on HCl, HF, NaOH leaching, and H2SO4 roasting and leaching

  • Preliminary flotation to assess potential for pre-concentration

  • Scan of various physical separation processes

  • Definitive flotation test work for pre concentration

Only H2SO4 leach gave potentially viable process F u ll f eas ibili ty commence d 2002 LKANE

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DUBBO ZIRCONIA PROJECT PROCESS FLOW SHEET

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LKANE
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DUBBO ZIRCONIA PROJECT Mini Pilot Plant - Roaster

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DUBBO ZIRCONIA PROJECT - Mini Pilot Plant SX Circuit

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DUBBO ZIRCONIA PROJECT Possible Product Suite

Zirconium products

ZBS Zirconium basic sulphate ZOH Zirconium hydroxide ZCO Zirconium carbonate Z r O 2 Zi rcon i a ca ( l c i ne d) Zirconium and hafnium metal Nb 2 O 5 niobium (+Ta) concentrate

Niobium - tantalum products Yttrium - rare earth

Yttrium - rare earth Yttria (Y2O3) - rare earth concentrate (REO) Others? Uranium concentrate and Thorium concentrate

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DUBBO ZIRCONIA PROJECT

Current Zirconia Zirconium chemical Uses

2005 Consumption 96,000 tonnes 2010 E s ti ma e t d 126 , 000 t onnes w ith i n d us ry grow t th ra e o t f 4 . 5% pa High growth areas: Advanced ceramics and catalysts 13.0%pa . Ceramic pigments 8 0%pa

Source: TZ Minerals International Dec 05

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DUBBO ZIRCONIA PROJECT Why strategically significant? CURRENT Other ZIRCON Foundry 2% 14% Ceramics USES Zirconia & 50% Zr Chemicals 12% TV Glass Global output 8% 1,400,000 tpa Refractory 14% Source: Iluka Oct 05

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DUBBO ZIRCONIA PROJECT

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Zircon Supply / Demand Outlook
1600 600
500
1400
400
1200 300
200
1000
100
800 0
-100
600
-200
400 -300
-400
200
-500
0 -600
Balance (RHS)
Supply
nnes) nes)
(’000s to ton
(’000s
d t
deman defici/
/us lus
Surpl Surp
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
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Supply Demand

Source: Iluka Oct 05

The DZP offers a ong erm suppl t ly of zirconium products not linked

to the production of zircon (more particularly ilmenite)

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DUBBO ZIRCONIA PROJECT

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ZIRCON / BADDELEYITE ELECTRIC ARC FURNACE
Zirconium Chemicals
Industry Structure
and Market Entry CHEMICAL PROCESSING
Points AZL FUSED
“INTERMEDIATES” ZBS ZOC ZIRCONIA
UPGRADING/CONVERSION UPGRADING/CONVERSION
AZL
“END USE” Upgrading
ZBC ZOH ZBS ZOC ZBC Zr Doped
Acetate Zirconia
~ 140,000t zircon
converts to End Uses
�� CatalystsPaint driers �� CatalystsMixed � Pigment coating � Pigment coatings �� CatalystsPaint driers �� CatalystsFireproofing �� CatalystsStructural
96,000t of Zr chemicals � Anti-perspirants � zirconias [Pigment ] � Leathertanning � Drillingmuds � Anti-perspirants textiles � ceramicsBio-
� Printing inks (as AZC) coating � Fireproofing textiles � Printing inks (as AZC) � ceramicsElectronics
and 13,000 Zr metal � Ceramics � Rubber � Ceramics
� Electronics � Electronics
� Zirconium
soaps
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Products range from US$4 to US$20/kg (ZrO2 equ) depending upon quality and u

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DUBBO ZIRCONIA PROJECT

Schematic Illustration of Niobium Industry Structure

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Metallurgical
� Structural steels
� Stainless and heat
resistant steels
Pyrochlore FeNb � Superalloys
� Super conducting
magnets
Columbite
Tantalite Nb 2O 5 Oxides
� Class
� Ceramics
AZL Nb
Concentrate
Nb Raw Materials Intermediate Products Applications
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Niobium 35,000t – 90% Brazil Tantalum 1,500t – 50% W Aust

DZP product ranges from US$16 to US$20/kg depending upon quality and use Since March 2007, price has spiralled to US$60/kg

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DUBBO ZIRCONIA PROJECT

Yttrium - Rare Earth Market

DUBBO ZIRCONIA PROJECT
Yttrium -Rare Earth Market		 DUBBO ZIRCONIA PROJECT
Yttrium -Rare Earth Market
Y/REE’s
1991 - 30,000t 2006 - ~100,000t China 90%
Catalyst/Chemicals
30%
- auto and petroleum, fertilisers
Mllil
etaurgca
35%
- hsla steels, alloys, batteries
Glass/Ceramics
15%
- specialty glasses, stabilized zirconias, pigments
Electronics/Magnets
20%
-phosphors permanent magnets lasers
,
,
DZP product ranges from US$8 to US$10/kg per contained Y2O3
and US$11 to US$14/ker contained REE’s
g p
Big developments in electric motors for hybrid car engines, with
demand for Nd, Dy, Tb, Pr

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Dubbo Zirconia Project

Project Site Layout

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DUBBO ZIRCONIA PROJECT Geology & 20 Year Pit

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0 200 metres Total open pit life + 200 years (base case)

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Dubbo Zirconia Project Toongi rail siding and process plant site

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DUBBO ZIRCONIA PROJECT

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October 2006 Bulk sample for Demonstration pilot plant

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DUBBO ZIRCONIA PROJECT

Demonstration Pilot Plant July 2007

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21m

24m

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DUBBO ZIRCONIA PROJECT – Process Flow Sheet Possible developments

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Uranium Nuclear power

Zirconium and hafnium metal Nuclear and special alloys New microchip applications

Niobium and tantalum for special alloys

Separated yttrium and HREE’s for speciality glasses, magnets, alloys, ceramics

Thorium ?? Acclerator driven subcritical reactors

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DUBBO ZIRCONIA PROJECT

ZIRCONIUM and HAFNIUM METAL

ZIRCONIUM: sponge (~US$25-30/kg) � metal (~US$250/kg)

Major uses: cladding in nuclear power plants , nuclear fuel rod tubing , corrosion resistant piping, special alloys, super glass

Consumption: 13,000 tonnes plus but true figures probably higher

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ HAFNIUM: metal (~US$ 300-350? kg)

Major uses: control rods in nuclear reactors, special alloys. New use as key component of next generation microprocessors Consumption: unknown, probably classified

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DZP Probable Outputs

� Base case models of 200,000 to 500,000 tonnes per year throughput

� 9,000 to 22,500 tonnes of zirconium chemicals (3kt to 7.5kt zirconia equiv � - 1 , 000 t o , 2 500 t onnes o f n o i bi um- t an t a um concen l t ra t e (0 . 6kt 1 . 5kt Nb equiv) � 2,400 to 6,000 tonnes of yttrium-rare earth concentrates (1.2kt-3kt YREE

� 25 to 62 tonnes of uranium concentrate (56,000 to 140,000lbs)

� Revenues of A$40 to $100 million (current escalated to ~A$130M)

� Capital costs of A$100 to $180 million

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Dubbo Zirconia Project

Project Site Layout – Environmental Monitoring

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�
� Noise Monitoring Site
� Dust Monitoring Site
� � � � � Water Monitoring Site
� �
�
�
�
� �
� �
� �
� � �
� �
� �
� �
�
�
�
�
�
�
�
�
�
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DUBBO ZIRCONIA PROJECT Current Program

AusIndustry Commercial Ready Grant of A$3.29M in April 2006 on dollar for dollar basis to complete process optimisations, and construct and opera Demonstration Pilot Plant (DPP).

Laboratory program commenced at ANSTO (Lucas Heights) July 2006 with DPP to be operating in second half of 2007 Substa n t i a l p r oduct sa m p l es (50 to 1 00 k g) to be d i st ri buted l ate 2 007, in to Revise and update the 2002 feasibility study by mid 2008

Specialist consultants, TZ Minerals International are the feasibility study managers

Target development commence late 2008 Production early 2010 Open pit mine life (base case) > 200 years

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ALKANE RESOURCES LTD

ABN 35 000 689 216

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Dubbo Zirconia Project Moving Forward A world class project

Disclaimer:

www. a lk a n e . co m. au

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Zirconium sulphate crystals
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This presentation contains certain forward looking statements and forecasts, including possible or assumed reserves and resources, production levels and rates, costs , prices , future performance or potential growth of Alkane Resources Ltd , industry growth or other trend projections . Such statements are not a guarantee of future performance and involve unknown risks and uncertainties, as well as other factors which are beyond the control of Alkane Resources Ltd. Actual results and developments may differ materially from those expressed of implied by these forward looking statements depending on a variety of factors. Nothing in this presentation should be construed as either an offer to sell or a solicitation of an offer to buy or sell securities.

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