March Resources Roadshow 2013 Sydney (ASX:ABZ)

1. Ian Levy
Chief Executive Officer
Connecting investors to opportunities www.symposium.net.au

2. AUSTRALIAN BAUXITE LIMITED
19 March 2013
Developing our first bauxite project
for the booming bauxite market
Bauxite is the ore for aluminium and alumina
ASX Code “ABZ”
Level 2 131 Macquarie St
Sydney NSW 2000 Australia
Phone: +61 2 9251 7177 Ian Levy, CEO
Facsimile: +61 2 9251 7500 Mob: 0407 189 122
E: corporate@australianbauxite.com.au E: ilevy@australianbauxite.com.au
AUSTRALIAN BAUXITE LIMITED
2 ASX Code ABZ

3. Forward Looking Statement
Whilst based on information from sources considered reliable, Au stralian Bauxite Limited ( ABx ), its directors, employees and consultants do not represent,
warrant or guarantee, expressly or impliedly, that the information in this document and presentation is complete or accurate. To the maximum extent permitted
by law, ABx disclaims any responsibility to inform any recipient of this document and presentation of any matter that subsequent ly comes to its notice, which
may affect any of the information contained in this document and presentation.
JORC and Competent Person Statement
Information herein relating to Exploration Results, Resources an d Resource Targets is based on information compiled by Ian Levy BSc MSc who is a Fellow of The
Australasian Institute of Mining and Metallurgy and a Fellow of the Australian Institute of Geoscientists. Mr Levy is employed by ABx as Chief Executive Officer.
Mr Levy has more than five years experience relevant to the styl e of mineralisation and type of deposit being reported and to th e 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’ (the JORC Code). This report is issued with the prior written c onsent of the Competent Person as to the form and context in whi ch it appears
.
Exploration Target Statement
ABx has an exploration target of 200 to 300 million tonnes of ba uxite, based on Mineral Resources announced in mid 2010 of 35 million tonnes of bauxite at
Inverell 4,5 from 15% to 20% of the known bauxite deposits on Exploration Lea se EL 6997 in northern NSW and 25 million tonnes of bauxite at Taralga 1,2,3 from
approximately 50% of the bauxite targets on Exploration Lease EL 7357 in southern NSW . In accordance with the JORC Code, readers are advised that the “
potential quality and grade is conceptual in nature, that therehas been insufficient exploration to define full Mineral Resources and that it is uncertain if further
exploration will result in the determination of a Mineral Resource” As first pass drilling has proceeded across most of its tenements, ABx has seen no reason to
. -
vary its exploration target.
JORC Code Compliant Public Reports
The Company advises that this presentation contains summaries of Exploration Results and Mineral Resources as defined in the 2004 Edition of
the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves (“JORC Code ”).
The following table references the location of the Code -compliant Public Reports or Public Reporting on which the summaries are based. These
references can be viewed on the ASX website and the Company will provide these reports, free of charge, to any person who requests it.
Reference
Reference Issue Date
Issue Date Title of Notice as lodged with ASX
1 28/07/2012
12/10/2011 Binjour Maiden JORC Resource to 24.5 Million Tonnes
JORC Resource Upgrade
2 15/08/2011 Guyra Maiden JORC Resource 6.0 Million Tonnes
3 30/05/2012
12/05/2011 Taralga Bauxite Resource Doubled to 25 Million Tonnes Tonnes
Increased 50% to 37.8 Million
4 08/05/2012
06/12/2010 Inverell
Taralga JORC Resource Update 38.0 Million Tonnes
5 02/09/2010
08/11/2012 Tasmania Maiden JORC Update
Inverell JORC Resource Resource 5.7 Million Tonnes
6 15/11/2011 Maiden QLD Mining Lease JORC Resource 3.5 Million Tonnes
Direct Shipping Ore
In this presentation all references to direct shipping ore ( DSO ) refers to the company ’s exploration objective of defining DSO grade mineralisation.
The potential quantity and grade of exploration targets is conce ptual in nature, there has been insufficient exploration to defi ne a Mineral Resource
and it is uncertain if further exploration will result in the de termination of a Mineral Resource.
AUSTRALIAN BAUXITE LIMITED
3 ASX Code ABZ

4. Aluminium market: 45% construction
45% consumption
Source: LME
Al price = Cu price
Al price = 30% Cu price
Source:
IAI Aluminium cost advantage is increasing against
copper & steel
Fastest growing metal demand but flat prices
&
4
Bauxite is booming ! Why ? AUSTRALIAN BAUXITE LIMITED
ASX Code ABZ

5. Market Fundamentals: New Industry Structure
Australia, China, Russia, China, India,
Indonesia India Middle East: Modern
Giant New Smelters
Figure:
Alumina
Limited
1 tonne
• New Smelters 30% more efficient (lower power costs)
• Aluminium Oversupply: new smelters buying market share
• China’s bauxites declining;
• Indonesian bans/taxes tightening: in 2012 & more in 2014
5 => Strong demand for Oz bauxite in China AUSTRALIAN BAUXITE LIMITED
ASX Code ABZ

6. China-Australia Trade
Russia
Europe North
Asia America
Country risk & US supply &
transport limits transport
Africa Hi limits
Australian low temp bauxite
Lo temp
will replace Indonesian
temp bauxite strongly in 2014
variable, South
looming America
bans & Australia
taxes
Australia will supply China’s 38 large refineries
Indonesian reductions, especially from 2014
ABZ bauxite deposits
Other bauxite deposits AUSTRALIAN BAUXITE LIMITED
6 Alumina Refineries ASX Code ABZ

7. Indonesian bans & 20%
Strong Chinese Bauxite Imports taxes began 9 May 2012
Bauxite imports into China - million tonnes/month
7
Indonesian export bans & 20% tax imposed
Million tonnes per month
6
5
4
3
2
1
0
Indonesia Australia India Other
Sources: C&M, MBC & China Customs
Indonesian supply will reduce further in 2014 as export bans & taxes increase
AUSTRALIA’S & ABZ’S OPPORTUNITY IS NOW AUSTRALIAN BAUXITE LIMITED
7 ASX Code ABZ

8. Indonesian bans & 20%
22% Bauxite Price Rise May 2012 taxes began 9 May 2012
Average Cost of Chinese Bauxite Imports US$/tonne
Indonesian export bans & 20% tax imposed
$70
US$ per tonne CIF China
$60
$50
$40
$30
$20
Sources: C&M, MBC & China Customs
Indonesian export tax on bauxite increases from 20% to 50% in 2014 = + US$60/t
AUSTRALIA’S & ABZ’S OPPORTUNITY IS NOW AUSTRALIAN BAUXITE LIMITED
8 ASX Code ABZ

9. Australia Will Increase Bauxite Exports
Forecast 30Mtpa Rio Investing $1.5 Billion: Hi-Temp Bauxite sold
mainly to Hi-Temp Refineries
Gove
Weipa 5 to 10 Mtpa by ABZ
Mitchell
Plateau Lo-Temp Bauxite sold to
(Dormant)
Lo-Temp Refineries
World’s largest
alumina refineries
3 Binjour Project
Eastern
World’s largest bauxite &
alumina production Australian
Mainly too Darling Bauxite
low grade Ranges Province 2 Goulburn Projects
to export.
ABZ bauxite deposits (36)
Others’ Bauxite Projects (6)
Aluminium Smelters (6) 1 Tasmanian Project
Alumina Refineries (8)
Rio exports high temperature bauxite to China’s high temp. refineries
ABZ will supply low temperature bauxite to low temperature refineries
AUSTRALIAN BAUXITE LIMITED
9 ASX Code ABZ

10. Costs & Timetable For ABZ’s First Projects
Project Date Tonnes pa
▪ Tasmania 2014 @0.7-1.5Mtpa
Binjour
Capex A$10 million Project
Opex A$27 / t FOB
▪ Goulburn Sth 2015 @ 1-2Mtpa Inverell-Guyra
Discoveries
Capex A$20 million
Opex A$30 / t FOB
Goulburn
▪ Goulburn Nth 2017 @ 2-3Mtpa
Goulburn South &
Capex A$90 million Goulburn North
Opex A$37 / t FOB
Tasmania
▪ Binjour QLD 2018 @ 1-5Mtpa
Also: Toondoon granted, 25 year
10 Mining Lease near Binjour AUSTRALIAN BAUXITE LIMITED
ASX Code ABZ

11. Corporate Details
ASX Code : ABZ Listed 24 Dec'09 at $0.20 Major Shareholders Shares %
Shares 113.8 million Hudson Resources 47.7 million 41.9%
Options 3.7 million State One Capital 7.8 million 6.9%
Market Cap ($0.22) $25 million Soul Pattinson 4.0 million 3.5%
Cash (19 Mar'13) $2.8 million = 1.5yrs budget Top 20 Holders 74.9 million 65.8%
Share range $0.22 to $0.84
Avg Daily Volume 65,000 share turnover Shareholders 998
ABZ Shares 6 Months A$ Board of Directors
1
John Dawkins Non-executive Chairman
Peter Meers Exec Dir & Vice Chairman
Ian Levy CEO & Managing Director
2
Jacob Rebek Executive Director & CG
3
Ken Boundy Non-executive Director
Wei Huang Non-executive Director
Henry Kinstlinger Company Secretary
1. Past Australian Treasurer & Minister for Finance
2. Chief Geologist Rebek is ex CRA (Rio) Chief Geol. Led the
. discovery teams at Century Zinc '93 & Eastern Australian Bauxite '06-09
3. Investor in Tasmanian tourism. Holds senior public positions
2012 2013
AUSTRALIAN BAUXITE LIMITED
11 ASX Code ABZ

12. OUR BAUXITE: Low temperature type
• 116 Million tonnes now. +200Mt target
• Surface, easy mined, thickest bauxite in Australia
• Low-temperature, gibbsite bauxite, low silica,
boehmite-free + 42% Al2O3 3% SiO2 & 23% LOI
Penrose NSW – old quarry. 14 December 2011
>36metres
Section
Australia’s Thickest Bauxite
AUSTRALIAN BAUXITE LIMITED
12 ASX Code ABZ

13. Good Logistics
Goulburn NSW
Bell Bay Tasmania
Port Kembla NSW
Railways & highways
deliver to export ports, all
with large spare capacity
AUSTRALIAN BAUXITE LIMITED
13 ASX Code ABZ

14. Simple start-up in Tasmania
Mining leases designed
2 months early LEGEND
ABx Bauxite Lease
Major Export Port
Aluminium Smelter
Bell Bay Bulk Port Potential Barge Port Coal Mines
Major Roads
N
Bridport
Rail Lines
10 km Bridport
Burnie Bell Bay
Scottsdale
Scottsdale DL-130
Bauxite Deposits Launceston
Meadowbank
Hobart
DL-130
Bauxite Rosevale
Deposit Bauxite
Deposit N
0 kilometres 100
Nile Road & Fingal Rail
Bauxite Deposit Bauxite Deposits AUSTRALIAN BAUXITE LIMITED
14 Aluminium Smelter ASX Code ABZ

15. Simple Start-Up Project in Tasmania
Drilling in scrub
Jacob Rebek in replanted blue gums High Grade Bauxite at surface
Bauxite at surface
AUSTRALIAN BAUXITE LIMITED
15 Bauxite at surface Drilling in plantation trees
ASX Code ABZ

16. Simple Start-Up Project in Tasmania
The Three Amigos
Chief Geologist Snr Mining Engineer Chief Operating Officer
Jacob Rebek Drago Panich Leon Hawker
Bauxite Ridges; Gorse Weeds
CN-073 Mining Lease Application AUSTRALIAN BAUXITE LIMITED
16 ASX Code ABZ

17. Good Landholder Relations
ABZ endorses best practices on agricultural land to leave land & environment
better than we find it.
We only operate where welcomed.
AUSTRALIAN BAUXITE LIMITED
17 ASX Code ABZ