I delivered an equity market presentation to the TZMI Conference in Hong Kong today.

I attach the presentation slides and my speaking notes.

As many of you will be aware, Iluka has a mineral sands briefing session planned for 17 and 18 November.

This will, in part, refer to Ilukas production response or mine life extension opportunities, as well as update Ilukas supply/demand and inducement analysis.

I refer to the production response work in the TZMI presentation.

I have, however, conveyed only limited detail so as not to pre-empt our Sydney and Melbourne sessions later this month.

If you have any questions on this presentation, please email.

I am in Hong Kong until Friday and will try to call when I get any messages.

Regards

Rob