Objective Capital's Rare Earths, Speciality & Strategic Metals Investment Summit 2012 Ironmongers' Hall, City of London 13-14 March 2012 Speaker: Bill de Lucy, Denver International

1. RARE EARTHS, SPECIALITY
& STRATEGIC METALS
INVESTMENT SUMMIT
Rare earth demand drivers
Bill de Lucy – Managing Director, Denver International
IRONMONGERS’ HALL, CITY OF LONDON ● TUESDAY-WEDNESDAY, 13-14 MARCH 2012
www.ObjectiveCapitalConferences.com

2. Welcome
To the World of Real Assets

3. Financial Crisis
• Protect yourself from the current global
financial crisis
• Our current distressing economy
• More money is being printed

4. Money Becomes Worthless
• In the last 30 years the
volume of goods has
quadrupled
• The money supply
increased forty-fold
(Prof. Hamer)
• That means there is too
much money for a limited
number of goods
• Money becomes
worthless!

5. Could Government Bankruptcies happen?
There were 20 hyperinflations in the 20th century
Year(s) Country Year(s) Country Year(s) Country
1914 China 1988 Nicaragua 1992/98 Russia
1921 Austria 1990 Peru 1994 Angola
1921/45 Hungary 1990 Zaire 1997 Thailand
1923/48 Germany 1990 Mexico 1998 Brazil
1921/89 Poland 1990 Bosnia 1999 Ecuador
1943 Greece 1990 Yugoslavia 2001 Argentina
1985 Bolivia 1992 Georgia Now... Who Next?

6. Comparing Gold with Silver

7. U.S. National Debt

8. Dow vs. Silver

9. Sample case
Indium, Gallium, Hafnium, Bismuth

10. Positive Strategy of Metal
• These precious and strategically rare
metals are urgently needed for 80% of all
branches of industry and are
indispensable
• Alternatives are in the distant future

11. Indium
IN 49 – Annual world production 600 t (approx)

12. Indium
Key Industries & Usage
• Engine Bearings
• Flat screens and touch
screens
• Medical technology
• Solar technology
• Illuminating diodes
• Displays (Mobile Phone,
Navigation Screens)
• Space Industry

13. Gallium
GA 31 – Annual world Production 130 t (approx)

14. Gallium
Key Industries & Usage
• Illuminating diodes
• LED lights
• Electrical high-frequency
components
• Integrated circuits/
computer chips
• Laser
• Solar cell technology used
as electricity for satellites
• Low- non-toxic mercury
substitute used for filling
thermometers

15. Hafnium
HF 72 – Annual world production 52 t (approx)

16. Hafnium
Key Industries & Usage
• Nuclear technology
• New high capacity power
plants
• Computer chips - Intel
processors
• Flash light bulbs with
especially high light efficiency
• Super alloys which allow
turbines to operate at higher
temperatures making them
more efficient
• Plasma torch to cut steel

17. Bismuth
BI 83 – Annual world production 5,700 t (approx)

18. Bismuth
• Over 500 applications around the
world - it is a very widely used
element:
• Abdominal therapeutics
• X-ray contrast medium
• Substitute for lead without toxic
characteristics (e.g. Water pipes)
• Optical glass
• High quality lacquer/emulsion paint
• Plastics and printing ink
• Refrigerant for atomic reactors (does
not store radiation)
• Antiseptic burn ointment and powder
• All electronic devices
• Plasma torch to cut steel

19. Tantalum
TA 73 – Annual world production 1,270 t (approx)

20. Tantalum
Key Industries & Usage
• Ultra small capacitors with high
capacity SMD technology
• Mobile phones and automobiles
• Medical implants, bone nails,
prostheses, maxillary screws,
dental and hip replacements
• Super alloys used during the
construction of turbines and
airplane engines (high temp.)
• Chemical industry
• All electronic devices
• Plasma torch to cut steel

21. Tellurium
TE 52 – Annual world production 250 t (approx)

22. Tellurium
Key Industries & Usage
• Alloying constituent for steel,
cast iron and copper alloys
• Photodiode and thin layer
solar cells
• Optical Memory (DVD-RW,
CD, Blue Ray-RW etc.)
• Coloration of glass and
ceramics
• Cover for undersea electric
cables
• Solar cells

23. Silver Granulates
AG 47 – Annual world production 25,500 t (approx)

24. Silver Granulates
Key Industries & Usage
• Currency
• Jewellery and silverware
• Dentistry
• Photography and electronics
• Mirrors and optics
• Other industry and
commercial applications
• Medical industry
• Clothing
• Water Filtering /antibacterial

25. Metals Increase in Value
Monday, 21 May 2007
In May 2007 after years of negotiations in
Madrid, Odyssey Marine Exploration
received permission to seek the British
flagship HMS Sussex, which sank in a
storm in 1694 off the southern coast of
Spain
The wreck itself is the greatest
sunken treasure ever found…
One million pounds sterling in gold
and silver coins with a current value of
up to €12 billion

26. Our Metal selection in daily life

27. Modern aircraft

28. Turbines and Engines

29. Aerospace Industry

30. High-tech Electronics

31. Mobile phones & Communication
Technology

32. Medical Techniques

33. Navigation Systems

34. Storage Media (CD)

35. USB Sticks and Hard Drives

36. Photovoltaic & Solar Technology

37. LED Lights

38. Laser Techniques

39. Colours and Paint

40. Optic (Glass and Lenses)

41. Pharmaceuticals

42. Alloy Components

43. Metals needed in a mobile phone
• Antimony
Indium
• Lead
• Palladium
Gallium • Platinum
• Tin
• Lithium
Tantal • Gold
• Beryllium
Silver • Copper
• Arsenic

44. Increasing Demand
• Federal Institute for
Geosciences and
Natural Resources:
• The trend toward
miniaturisation
continues so the need
for rare metals
increases to hundreds
of tons per year

45. Summary
• 100 % Physical ownership
• Protection against inflation and devaluing of
currency

46. Metals - Driving The World