Cadoux Limited · ASX:CCM
Cadoux — Shareholder Meeting (November 2024)
19 slides from Cadoux's shareholder meeting presentation, Nov 7, 2024
Slide 1: Annual General Meeting
Annual General Meeting November 7th 2024
Slide 2: Disclaimer
Disclaimer Cautionary Statement This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may
Slide 3: Disclaimer: Competent Person's Statement
Disclaimer Competent Person’s Statement Ore Reserves The information in this report that relates to Ore Reserves is based on information compiled by Mr. Steve Craig, who is a Fellow of the Australasian Institute of Mining and Metallurgy. Steve Craig is a full-time employee of Orelogy Consulting Pty
Slide 4: What We Do
What We Do Innovative and integrated developer of critical and strategic minerals projects Developed demonstrated process to produce high quality HPA for the growing energy efficiency markets and broader tech applications Developing a world class downstream rare earth production facility to strength
Slide 5: Cadoux Critical Minerals Project Summary
Cadoux Critical Minerals Project Summary Dual Project Summary High Purity Alumina (HPA) Rare Earths - Minhub • Innovative business models • Stage 2 Project development • Unique multi-sourced feedstock • Well developed process flowsheets underway flowsheet • Technological competitive • FEED level eng
Slide 6: High Purity Alumina
High Purity Alumina Cadoux
Slide 7: HPA Project - Outstanding Investment Metrics
HPA Project - Outstanding Investment Metrics US$1,1014m US$186m US$131m 55% AFTER-TAX NPV (@ 8%) PROJECT IRR 25 YEAR AVG ANNUAL EBITDA ANNUAL CASHFLOW 25 YEARS 3.2 YEARS US$6,661 US$202m HPA CASH COST DCF PROJECT FORECAST PROJECT PAYBACK PER TONNE CAPEX ESTIMATE 10,000 TPA HPA PRODUCTION US$26,400/-
Slide 8: HPA – Addressing the Major Risks
HPA – Addressing the Major Risks Challenges Solutions Technology and Scale-up Cadoux has demonstrated the quality of the project through its extensive R&D and pilot plant studies. Project technology 1 Will Cadoux’s developed high-quality HPA process work efficiently, effectively and economically – e
Slide 9: HPA Development Pathway
HPA Development Pathway Project Valuation Pathway Commercialising our innovative 1 HPA production process Pilot Plant 2 CSI* Proven HPA quality and purity 3 Demonstrated HPA project value of over US$1.0 bn FS/FEED 4 Final Investment Decision Well timed strategy to meet increased forecast demand Clea
Slide 10: Rare Earths
Rare Earths Minhub Operations
Slide 11: Minhub Rare Earth Strategy
Minhub Rare Earth Strategy Minhub is securing Minhub will cooperate feedstock supply for with third parties in the the development of downstream development the Minhub Project of heavy rare earth separation in the NT Minhub is Minhub will value- The Minhub collaborating with add mineral sands Projec
Slide 12: Alignment with Government Minerals Policy
Alignment with Government Minerals Policy The Minhub Darwin Sands Project (DSP) helps support the Federal Government supply chain for critical minerals DSP aligns partners DSP will capture DSP aligns with NT and DSP will deliver into DSP will create from mineral sands significant value for NT Federa
Slide 13: A Key Participant in Rare Earth Supply Chain
A Key Participant in Rare Earth Supply Chain MINERAL SANDS MINING MINHUB DARWIN PROJECT RARE EARTH DOWNSTREAM MINERAL SEPARATION PLANT XENOTIME HEAVY MINERAL PARTNERS CONCENTRATE MONAZITE HRE PROJECT XENOTIME CRACKING, MONAZITE HEAVY RARE CRACKING, EARTH RARE EARTH SEPARATION SEPARATION SAND ZIRCON
Slide 14: ESG
ESG Environmental, Social & Governance
Slide 15: ESG Mission
ESG Mission Cadoux’s ESG mission is to be a key contributor to a sustainable world by innovating responsibly, giving back to the community, reducing environmental impact and working towards carbon reduction for our future generations. Our ESG disclosures are aligned with the World Economic Forum (WE
Slide 16: ESG - The United Nations Criteria
ESG - The United Nations Criteria 16
Slide 17: ESG - Year in Review
ESG - Year in Review Cadoux demonstrated the following ESG strategic initiatives during the financial year: Stakeholder engagements, shareholders engagement, 1 employee workshops including director engagement in international and local forums on inclusion, responsible mining and promotion of the SDG
Slide 18: Cadoux Summary
Cadoux Summary Delivering two world class critical mineral projects Timing Quality Demonstrated Economics Growth Supported Momentum ESG Cadoux has the objective to become a dominant participant in targeted critical minerals production 18
Slide 19: Unit 2, 49 Ord Street West Perth, Western Australia 6005
Unit 2, 49 Ord Street West Perth, Western Australia 6005 Tel: +61 8 9313 3920 info@cadoux.com.au www.cadoux.com.au