ABx Group: Doubling Rare Earth Resources and Advancing Sustainable Aluminum Production
ABx Group: Doubling Rare Earth Resources and Advancing Sustainable Aluminum Production
Paul Sanger:
保羅·桑格：
I'm Paul Sanger for the Finance News Network and today I'm talking with ABX Group. Their ticket code is ABX and they have a market cap of around 17 million. ABX is a uniquely positioned, high-tech Australian company delivering materials for a cleaner future. They have three current significant projects. They're creating an ionic absorption clay rare earth deposit in Northern Tasmania, they're establishing a plant to produce hydrogen fluoride and aluminum fluoride from recycled industrial waste via ABX 83% owned subsidiary Alcore, and they're mining and enhancing the value of book site resources for cement, aluminum, and fertilizers. We welcome back to the network ABX CEO, Mark Cooksey. Mark, welcome to the network.
我是財經新聞網的保羅·桑格，今天我正在和ABX集團談話。他們的票號是ABX，市值約爲1700萬。ABX是一家定位獨特的澳大利亞高科技公司，爲更清潔的未來提供材料。他們目前有三個重要項目。他們正在塔斯馬尼亞北部建造離子吸收粘土稀土礦牀，他們正在通過ABX 83％的子公司Alcore建立一座從回收的工業廢物中生產氟化氫和氟化鋁的工廠，他們正在開採水泥、鋁和化肥等圖書網站資源並提高其價值。我們歡迎ABX首席執行官馬克·庫克西回到網絡。馬克，歡迎來到網絡。
Mark Cooksey:
馬克·庫克西：
Great. Thanks, Paul. Thanks to be with you again.
太棒了。謝謝，保羅。感謝你再次與你同在。
Paul Sanger:
保羅·桑格：
Good to have you. So, Mark, you've just announced the block modeling for the deep lead rubble mound rare earth deposit. Can you give us some detail around these results?
很高興有你。所以，馬克，你剛剛宣佈了深層鉛瓦礫堆稀土礦牀的區塊建模。你能告訴我們一些有關這些結果的細節嗎？
Mark Cooksey:
馬克·庫克西：
Yeah, so over the last 12 months, we've released progressively larger resource estimates based off some earlier resource modeling. But this is the first block model resource estimate we've done and it incorporated a small number of additional drill results, but it's taken our resource from 27 million tons up to 52 million tons at a similar grade.
是的，因此，在過去的12個月中，我們根據先前的一些資源建模發佈了越來越大的資源估算值。但這是我們進行的第一個區塊模型資源估算，它納入了少量額外的鑽探結果，但它使我們的資源從2700萬噸增加到類似品位的5200萬噸。
Paul Sanger:
保羅·桑格：
So just remind me, what impact does this actually have on the size of the resource?
所以請提醒我，這實際上對資源的大小有什麼影響？
Mark Cooksey:
馬克·庫克西：
Well, it's basically double it. Although, even though there was only a small number of additional drill results incorporated, just the greater rigor of the block modeling basically doubled the resource size. I mean, we're always trying to be conservative, so I think we knew before that although we'd estimated 27, that was probably an underestimate. And this block modeling I think confirms that.
好吧，基本上是兩倍。儘管僅納入了少量額外的鑽探結果，但僅僅更嚴格的區塊建模基本上使資源規模翻了一番。我的意思是，我們一直在努力保持保守，所以我想我們在那之前就知道了，儘管我們估計爲27個，但這可能被低估了。我認爲這種區塊建模證實了這一點。
Paul Sanger:
保羅·桑格：
And going forward, what are the future drilling plans with the rare earth project?
展望未來，稀土項目未來的鑽探計劃是什麼？
Mark Cooksey:
馬克·庫克西：
Yeah, so I guess part of this resource estimate clearly shows the higher grade parts of the resource as we develop a better understanding of the rare earth business and those high grade areas are important. So the drilling program we just commenced recently were two thrusts to it. One is further drilling around those higher grade areas to expand them and ideally determine, we've got a sufficiently large high grade zone, it would be a great place to start a project. And also we're drilling at our Windbreak Deposit, which is about 15 kilometers away from Deep Leads and Rubble Mound, which is not currently included in the resource estimate at all.
是的，所以我想這個資源估算的一部分清楚地顯示了資源中較高品位的部分，因爲我們對稀土業務有了更好的了解，而那些高品位的區域很重要。因此，我們最近剛剛開始的鑽探計劃有兩個推動力。一是在那些較高品位的區域周圍進一步鑽探以擴大它們，理想情況下，可以確定，我們有一個足夠大的高品位區域，這將是啓動項目的好地方。此外，我們正在防風礦牀進行鑽探，該礦牀距離 Deep Leads 和 Rubble Mound 約15公里，而這兩個礦牀目前根本不包括在資源估算中。
Paul Sanger:
保羅·桑格：
And away from the report, you also announced the successful commissioning of the Bath Pilot's batch reactor. How are the operations progressing and what sort of results have you achieved?
除了報告之外，你還宣佈了Bath Pilot的批處理反應堆的成功調試。運營進展如何，你取得了什麼樣的成果？
Mark Cooksey:
馬克·庫克西：
Yeah, so that's on our separate project to recycle waste from aluminum smelting eventually into aluminum fluoride, which smelters used. Yeah, so we've commissioned this batch reactor, which is pretty significant. It holds 20 kilos of input materials. We've now commissioned it with the full reaction conditions. It's basically worked in the very sense that the reactor works as designed. We're making some modifications to it, some minor things to it now, learning from the very initial runs and we'll be running it further between now and Christmas. The critical thing we're looking for and expecting to achieve is that we'll achieve a high fluorine yield, which means we get most of the fluorine out of this waste material. We're looking to get 90% plus as opposed to our 70% plus that we achieved with our earlier smaller reactor.
是的，這是我們的另一個項目，即回收鋁熔鍊過程中的廢物，最終轉化爲熔鍊廠使用的氟化鋁。是的，我們已經調試了這個批處理反應堆，這非常重要。它可容納 20 千克的輸入材料。現在，我們已經在完整的反應條件下對其進行了調試。從反應堆按設計運行的意義上講，它基本上是起作用的。我們正在對其進行一些修改，現在正在對其進行一些小改動，從最初的運行中吸取教訓，從現在到聖誕節，我們將繼續運行它。我們正在尋找和期望實現的關鍵目標是，我們將實現較高的氟產量，這意味着我們可以從這種廢物中提取大部分氟。我們希望獲得90％以上的收益，而之前的小型反應堆則達到70％以上。
Paul Sanger:
保羅·桑格：
And, Mark, I believe you recently just got back from Canberra. What were you doing in Canberra?
而且，馬克，我相信你最近剛從堪培拉回來。你在堪培拉幹什麼？
Mark Cooksey:
馬克·庫克西：
Well, it's quite funny. Between the rare earth and aluminum fluoride project, I could do both things in Canberra over the last few days. So as part of the Australian Aluminum Council, we held a breakfast for government and shadow MPs and Senators on Wednesday morning talking about the importance of the aluminum industry and what we're looking to the government to provide in terms of industry policy to assist the industry. So it was great to mention the importance of supply chain security, which is what our aluminum fluoride project delivers. And then there was also a rare earth conference, a very good conference run by ANU, which involves companies, academia, government, strategy, finance people. Because the rare earth industry is such a great opportunity, but we're creating a whole industry, not just creating a project here and there.
好吧，這很有趣。在稀土和氟化鋁項目之間，在過去的幾天裏，我可以在堪培拉做這兩件事。因此，作爲澳大利亞鋁業委員會的一部分，我們在週三上午爲政府和影子議員和參議員舉行了早餐會，討論了鋁業的重要性以及我們希望政府在行業政策方面爲該行業提供哪些幫助。因此，很高興提及供應鏈安全的重要性，這正是我們的氟化鋁項目所提供的。然後還有一個稀土會議，一個由澳大利亞國立大學舉辦的非常不錯的會議，有公司、學術界、政府、戰略、財務人員參加。因爲稀土行業是一個很好的機會，但我們正在創造一個完整的行業，而不僅僅是在這裏和那裏創建一個項目。
Paul Sanger:
保羅·桑格：
And look, you've made some significant progress in 2023. It sounds like you're running into the new year with the wind behind you. What can investors look for in the next three to six months?
你看，你在2023年取得了一些重大進展。聽起來你正迎來新的一年，風在身後。在接下來的三到六個月中，投資者可以尋找什麼？
Mark Cooksey:
馬克·庫克西：
So on the rare earth, there'll be more drilling results and further expansion of the resource. We're also aiming to develop a better understanding of the processing conditions. We have very good metallurgy results showing that we have a true iron clay deposit, but we need to expand that understanding. And on the aluminum fluoride, it's results from this pilot batch reactor and then also progress on constructing the larger continuous pilot plant, which will allow us to test the whole process in a continuous manner.
因此，在稀土上，將有更多的鑽探結果和資源的進一步擴展。我們還旨在更好地了解加工條件。我們有非常好的冶金結果表明我們有真正的鐵粘土礦牀，但我們需要擴大這種認識。在氟化鋁方面，這是這個中試批反應器的結果，然後建造更大的連續試驗裝置也取得了進展，這將使我們能夠以連續的方式測試整個過程。
Paul Sanger:
保羅·桑格：
Mark Cooksey, it's been a pleasure to have you on. Many thanks for your time today.
馬克·庫克西，很高興有你加入。非常感謝你今天抽出時間。
Mark Cooksey:
馬克·庫克西：
Great. Thanks, Paul.
太棒了。謝謝，保羅。
Ends.
結束。
譯文內容由第三人軟體翻譯。