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ALTECH BATTERIES LTD Investor Presentation 2011

Nov 6, 2011

64444_rns_2011-11-06_bb697606-4d4c-4454-aa03-aafe7d960643.pdf

Investor Presentation

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South West Kaolin/Aluminous Clay Project

China Mining Conference, Tianjin November 2011

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Disclaimer
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Certain statements made during or in connection with this communication, including, without limitation, those concerning the economic outlook for the exploration industry, expectations regarding commodity prices, production, cash costs and other operating results, growth prospects and the outlook of Australia Minerals and Mining Group Limited’s (AMMG) operations; contain or comprise certain forward-looking statements regarding AMMG’s exploration operations, economic performance and financial condition.

Although AMMG believes that the expectations reflected in such forward-looking statements are reasonable, no assurance can be given that such expectations will prove to have been correct. Accordingly, results could differ materially from those set out in the forward-looking statements as a result of, among other factors, changes in economic and market conditions, success of business and operating initiatives, changes in the regulatory environment and other government actions, fluctuations in commodity prices and exchange rates and business and operational risk management. AMMG undertakes no obligation to update publicly or release any revisions to these forward-looking statements to reflect events or circumstances after today’s date or to reflect the occurrence of unanticipated events.

The Chinese version of this document translated by AMMG has been prepared with the utmost care. However, AMMG does not accept any liability for the correctness and completeness of the content of the translation and the direct or indirect consequences of acting or failing to act based on this translation. In all cases, the English document shall take precedence.

Competent Person Statement

Technical information in this report is based on information compiled by Mr Ric Dawson, B. App. Sc. (Geol.) EMBA, AMMG Managing Director and a member of the Australasian Institute of Mining and Metallurgy. Mr Dawson has sufficient exploration experience which is relevant to the styles of mineralisation and types of deposit under consideration and to the activity which he is undertaking to qualify as a Competent Person as defined in the 2004 Edition of the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves’ (“JORC 2004”). Mr Dawson consents to the inclusion in this release of the matters based on his information in the form and context in which it appears.

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South West Kaolin/Aluminous Clay Project
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Collie
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*The term target should not be misunderstood nor misconstrued as an estimate of Mineral Resources and Reserves as defined by the JORC Code (2004), and therefore the term has not been used in this context. It is uncertain if further exploration or feasibility study will result in the determination of a Mineral Resource or Mining Reserve.

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World Class Resources
South West Kaolin & Aluminous Clay
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Projects


Project
Indicated
(Mt)
Inferred
(Mt)
Exploration
Target
(Mt)*
Land Holding
Grant/App
(km²)
eckering 16.77 48.28 75-130 966
errigan - 85 140-190 459
ellerberrin - - 70-110 408
obalong - - - 600
TOTAL 16.77 133.28 285-430 2,433

*The term “Target” should not be misunderstood nor misconstrued as an estimate of Mineral Resources and Reserves as defined by the JORC Code (2004), and therefore the term has not been used in this context. It is uncertain if further exploration or feasibility study will result in the determination of a Mineral Resource or Mining Reserve

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Kerrigan Project showing kaolin at surface

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Ric Dawson, Managing Director of AMMG, and Anhui Lianghuai Resources’ executive team at the Meckering project test pit

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Meckerin /Kerri an
g g Kaolin & Aluminous Clay Projects
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Resource Tonnage % -45
micron1
Brightness
2
Indicated resource 16,770,000 42.3% 83.2%
Inferred resource 48,280,000 41.8% 83.5%
Inferred Resource 85,000,000 52% 85.1%
Total resource base 150,050,000 - -
Exploration Target* 285-430m - -

*The term “Target” should not be misunderstood nor misconstrued as an estimate of Mineral Resources and Reserves as defined by the JORC Code (2004), and therefore the term has not been used in this context. It is uncertain if further exploration or feasibility study will result in the determination of a Mineral Resource or Mining Reserve

JORC: Joint Ore Reserves Committee, common reference to the Australasian Code for Reporting of Identified Mineral Resources and Ore Reserves, 2004

Mineral Analysis

38% alumina (Al2O3)

  • Low impurity, iron (Fe2O3), titanium (TiO2)
,23,2 ,23,2 ,23,2 ,23,2 ,23,2 ,23,2 ,23,2 ,23,2 ,23,2 ,23,2 ,23,2 ,23,2 ,23,2 ,23,2
ROJECT SiO
%
Al2O3
%
Fe2O3
%
TiO2
%
CaO
%
MgO
%
SO3
%
Na2O
%
K2O
%
MnO
%
P2O5
%
Ig. loss
%
Total
eckering
-45μm
45.86 38.32 0.43 0.56 0.05 0.17 - 0.45 0.27 0.00 0.05 13.83 100.00
Kerrigan
-2μm
46.0 38.3 0.3 0.1 - 0.1 0.1 0.4 0.7 - 0.3 13.6 100.00
Kerrigan
cined grade
53.3 44.4 0.3 0.1 - 0.1 0.1 0.5 0.8 - 0.3 - 100.00
lg.loss: removal of chemically bound water

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lg.loss: removal of chemically bound water

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South West Kaolin/Aluminous Clay Project
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Trans-
Australian
railway
South West
SWIS
Kaolin/Aluminous Great
Kalgoorlie
Clay Project in Eastern
Goldfields
close proximity to Highway
power line
infrastructure
Water
Electricity
Kalgoorlie
goldfields
water
pipeline
Rail
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South West Kaolin/Aluminous Clay Project

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Alumina Al O
New Processing Technology 2 3
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Technology holder
Australian verification
produced
high purity alumina
high purity alumina
AMMG submitted
4kg kaolin sample to
Chinese technology
holder
Technology holder
Australian verification
produced
smelter grade (SG)
smelter grade (SG)
alumina
alumina
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Meckering Kaolin Sample Test Results
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Smelter Grade Alumina(Al2O3)
High purity Alumina(Al2O3)
Smelter Grade Alumina(Al2O3)
High purity Alumina(Al2O3)
Smelter Grade Alumina(Al2O3)
High purity Alumina(Al2O3)
Experimental water Industrial & decationised water(3rd grade) Decationised water(3rd grade)
Sample Weight 1065g 85g
Ignition loss <1 wt% <1 wt%
PurityAl2O3 >99 wt% >99.99 wt%
Crystal Form(XRD) Alpha(α) Alpha(α)
Impurities, Fe2O3 <0.02 wt% <30ppm
Impurities, SiO2 <0.05 wt% <45ppm
Impurities, Na2O 0.02 wt% <25ppm

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Alumina Al O
2 3
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High purity
alumina used in Increasing market
hybrid cars, LEDs, in modern
LCD, plasma technology
televisions
High purity
Smelter grade
alumina ranges
alumina world
from US$141,000
production 82Mt
pt –
in 2010
US$396,000pt
World production
Most common Alumina
high purity
crystalline form of alumina around
aluminum Al O
2 3 7,500tpa
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Alumina Al O
2 3
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  • Price of high purity alumina $396 per kg (depending on grain size and purity)

  • Market is expanding for industrial and modern technological applications

  • High purity alumina used in:

  • LED lighting

  • LCD and plasma displays

  • Automobiles and electric vehicles

  • Computers

  • Other modern electrics

High Purity Alumina Pricing from Manufacturers

Type
Purity
Particle size
Price
Type
Purity
Particle size
Price
Type
Purity
Particle size
Price
Type
Purity
Particle size
Price
Alumina alpha 99.999% 0.5-10 μm $396/kg
Alumina alpha 99.99% 50nm $221/kg

Alumina alpha
99.99% 0.3-0.8μm
$155/kg
Alumina alpha 99.99% 1.5-3.5μm $142/kg

Alumina alpha
99.99% 3.5-15μm
$141/kg

Source: Skyspring Nanomaterials www.ssnano.com/powders

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Type
Purity
Particle size
Price
Type
Purity
Particle size
Price
Type
Purity
Particle size
Price
Type
Purity
Particle size
Price
alpha-alumina 99.999% 5μm $176/kg
alpha-alumina 99.99+% 0.5-4μm $79.4/kg
alpha-alumina 99.99% 100nm
$122/kg

Source: Inframat Advanced Materials www.advancedmaterials.us/matchem.htm

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Kaolin & Aluminous Clay Projects
Meckering
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Meckering kaolin project test pit

Inside the test pit

Kaolin & Aluminous Clay Projects Meckering

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