Orbite AR2013 ENG FinalWeb

AGM Presentation
June 19, 2014
TSX: ORT OTCQX: EORBF

Annual and Special Meeting of Shareholders
Certain information contained in this document may include “forward-looking statements”. Forward-looking statements may
include statements regarding Orbite Aluminae Inc. (“Orbite” or the “Company”) intentions, beliefs or current expectations about
its projects, costs, objectives and future returns of the Company, or hypotheses underlying these items. In this document, words
such as “may”, “would”, “could”, “will”, “likely”, “believe”, “expect”, “anticipate”, “intend”, “plan”, “estimate” and similar words and
the negative form thereof are used to identify forward-looking statements. Forward-looking statements should not be read as
guarantees of future performance or results, and will not necessarily be accurate indications of whether, or the times at or by
which, such future performance will be achieved. Forward-looking statements are based on information available at the time
and/or management’s good-faith beliefs with respect to future events, and are subject to known or unknown risks, uncertainties,
assumptions and other unpredictable factors, many of which are beyond the Company’s control. These risks uncertainties and
assumptions include, but are not limited to, those described in the section of the Management’s Discussion and Analysis (MD&A)
entitled “Risk and Uncertainties” as filed on May 3, 2014 on SEDAR ,and in the section ‘’Risk Factors’’ of the Annual Information
Form of March 30th, 2012 also filed on SEDAR, and could cause actual events or results to differ materially from those projected
in any forward-looking statements. The Company does not intend, nor does it undertake any obligation to update, or revise any
forward-looking statements or other information contained in this document to reflect subsequent information, events or
circumstances or otherwise, except as required by applicable laws.
2

producer of smelter grade alumina /
producer of high purity alumina /
red mud remediation company for alumina extraction
We were going to be a …
TSX: ORT OTCQX: EORBF3

What we will be.…
SHORT TERM
Specialty
products
producer
MID-TERM
Waste
monetization
Company
LONGER TERM
Commodity
products
producer
Opportunities beyond alumina
Based on unique and disruptive processing technology

Today’s resource processing is
inefficient and creates waste
TSX: ORT OTCQX: EORBF5© Orbite – Confidential

WASTE ELEMENTS
Gallium / Scandium / Hematite / Silica
/ Alumina / Rare Earths
ALUMINA
BAUXITE
Inefficient: value is thrown away
6

RARE EARTHS
Growing demand, uncertain
supply, no substitutes
We need the value in that waste
ALUMINA
Rapid decline in bauxite
quality = increasing OPEX

3B
tonnes of red mud
stored globally
550M
tonnes of fly ash
produced annually
Ongoing liabilities for producers and communities

TSX: ORT OTCQX: EORBFTSX: ORT OTCQX: EORBF9
We can fix all of that

OUR TECHNOLOGY EXTRACTS
all high-value
products with
only inert residue
remaining
10

…from mining, to sustainable mining, to
environmental remediation, to today’s
multiple business lines
1983
Began as a mineral
exploration
company
2012
Beginning of the
construction of the
HPA plant
2014
3tpd HPA plant
moving towards
completion
2007
First patent
application filed for
SGA production
2013
Application of
Orbite Process to
other feedstocks.
Initiated waste
monetization
initiative
In short, we’ve evolved…
11

2013 – the year in review

2013 – a year of challenges
Delays / Cost overruns / Lack of focus /
Communication not enough results driven

But also of change and accomplishment
Board & Management changes /
Renewed focus / Cost rationalization / Funding /
Provincial and federal government support

A strong base to build on

Technology Development Centre
16
(1) Total plant capex estimated at $106M, including RITCs (Refundable income tax credits are 40% of the first $75M and %5 thereafter).
State-of-the-art Technology Piloting Facility
Process development and optimization
Product Customization
Proprietary product characterization
Technical Staff
6 Scientists / 3 Technicians

$105 million extraction
and purification facility
Fully qualified operations and
engineering staff /
Industrial-class facility /
Start commercial operations: Q1-2015
High Purity Alumina (HPA) facility

DEC 2013
Funding
Technical issues
HPA1 addressed
JUL 2014 ONWARDS
Equipment
installation &
plant construction
JAN 2015
Start
commercial
production
JUN 2014
Calcinator
delivery
Tender process
for construction
HPA timeline

Sufficiently capitalized through to commercialization /
On time and within budget / Plant Manager appointed /
Successful limited production run /
Re-engaging customers / Sample shipments
Progress …
19

Moving forward

Focused commercialization
21
FEEDSTOCK
Recycled Aluminum,
Aluminum, SGA,
Al. Hydroxide
Aluminous Clay, Bauxite,
Kaolin, Nepheline,
Red Mud, Fly Ash,
Mine Tailings
SPECIALTY PRODUCTS COMMODITY MINERALSWASTE MONETIZATION
High-Purity Alumina (4N-5N)
Gallium, Scandium, REE, RM
Smelter-Grade Alumina,
Hematite, Silica
Silica, Titanium, Scandium,
Gallium, REE and RM

Specialty products – HPA, REEs, RMOs
22
(1) Total plant capex estimated at $106M, including RITCs (Refundable income tax credits are 40% of the first $75M and %5 thereafter).
Commercial HPA production to commence in Jan 2015 /
Conversion to chloride process and scandium and gallium recovery
circuit to be commissioned in 2015 /
Upgrade to 5 tpd in 2015 /
Subsequent optimization and expansion for recovery of other specialty
products such as Rare Earths

HPA
*4N stands for 99.99% purity, 5N for 99.999%
17 340
21 240
25 360
30 360
34 390
2012 2013 2014 2015 2016
The premium market is mainly for
4N* to 5N* purities
HPA prices: $15,000-30,000 per
tonne, depending on
characteristics and application
Confident of producing up to5N
consistently
Market expected to strengthen
beyond current outlook
GLOBAL HPA DEMAND (tpa)
23

Commercial demonstration for waste
monetization and commodities projects
Formalization of plant design for the use of
various feedstocks: red mud, fly ash, mine
tailings, clay
Fully equipped for materials handling
Feedstock preparation in place
Will continue to produce HPA
Conversion of HPA facility to
chloride-based process

Waste Monetization
Turning liabilities into assets
Extraction of all value from industrial waste feedstock while only
inert residue remains (<10%)
Initial focus on red mud monetization (RMM)
Discussions with Veolia for global commercialization
Subsequent focus on fly ash monetization (FAM) and mine tailings
monetization (MTM)
Director of Engineering appointed to spearhead technical realization

Why now
No mines to develop / Already in industrial zone /
Transportation and energy infrastructure in place /
Resource with negative value to current owners /
Customer is right next door

Commodities
Binding 10-year off-take agreement signed with Glencore
for 100% of planned plant’s SGA production
To become a low-cost, strategically located producer of
commodities such as SGA, magnesium, silica and hematite
First smelter grade alumina (SGA) plant to be built in Quebec /
World’s third largest aluminum producing region, fully dependant on the import of alumina /
Feedstock will be aluminous clay from the Company’s Grande-Vallée deposit /
Negotiations soon to be initiated with potential joint-venture partners, Glencore interested

2014 Q1-Q4
HPA facility 3 tpd
construction &
commissioning
2015 Q2-Q4
5 tpd HPA
engineering and
conversion
2016 ONWARDSQ1 2015 ONWARDS
HPA 3 tpd
production
Commercialization timeline
5 tpd production
Scandium & Gallium
production
Waste monetization
commercial
demonstration
Design & construction
of first 100-200 ktpa
industrial scale plant

The new Orbite

Orbite AR2013 ENG FinalWeb

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