Coda Minerals Ltd · ASX:COD
Coda Minerals — RIU Explorers Conference 2022
34 slides from Coda Minerals's conference presentation, Feb 17, 2022
Slide 1: The New Copper Growth Story on ASX
For personal use only ASX: COD The New Copper Growth Story on ASX February 2022 1 Coda Minerals - Sustaining Tomorrow
Slide 2: Disclaimer
Disclaimer Important Notices Nature of this document: The purpose of this presentation is to provide general information about Coda Minerals Limited (ACN 625 763 957) (the ‘Company’). Unless otherwise stated herein, the information in this presentation is based on the Company’s own information and e
Slide 3: Rare Investment Opportunity
Rare Investment Opportunity CAMERON RIVER TIER 1 LOCATIONS Elizabeth Creek1; Olympic IOCG Copper Province For personal use only Cameron River2; Mount Isa Inlier ELIZABETH CREEK MAJOR COPPER INVENTORY • 1.1Mt of Contained CuEq Defined • 43Mt @ 1.84% CuEq (Emmie Bluff) OLYMPIC DAM OAK DAM WEST 114KM N
Slide 4: Corporate Structure
Corporate Structure TOP 20 SHAREHOLDERS (as of 16th November 2021) CURRENT CAPITAL STRUCTURE & SHARE PRICE For personal use only Rank Shareholder %IC ASX Code COD 1 ANGANG GROUP HONG KONG (HOLDINGS) LIMITED 12.17 2 CITICORP NOMINEES PTY LTD 10.45 Share Price [11/02/2022] $0.87 3 MR KEITH FRANCIS JON
Slide 5: Coda Minerals and Torrens Mining to Merge
Coda Minerals and Torrens Mining to Merge For personal use only TAKEOVER OFFER • Coda to make off-market takeover offer to acquire Torrens with 0.23 new Coda shares offered for every 1 Torrens share held • The Offer values Torrens shares at $0.202 cents per share each, representing a: • 30% premium
Slide 6: Board of Directors & Senior Management
Board of Directors & Senior Management Keith Jones Chris Stevens For personal use only NON-EXECUTIVE DIRECTOR CHIEF EXECUTIVE OFFICER, DIRECTOR Chartered Accountant and senior mining industry leader with over 40 years of Mineral economist, feasibility and project valuation specialist. Former CEO of
Slide 7: Elizabeth Creek
SOUTH AUSTRALIA ELIZABETH CREEK EMMIE BLUFF ELIZABETH CREEK Total Area: 701 km2 2012 JORC Compliant Mineral Resource 43.3 MT @ 1.3% Cu, 470ppm Co, 11 g/t Ag, For personal use only 800,000 T Contained Cu Eq. ELAINE IOCG prospect backed by geophysics and recent success at Emmie Bluff Deeps. EMMIE BLUF
Slide 8: Ambitious Work Program
Ambitious Work Program For personal use only IOCG RESOURCE DRILLING ECONOMIC KEY MINERALISATION DEFINITION NEW TARGETS ASSESSMENT PRIORITIES INTERSECTED H1 2021 H2 2021 H1 2022 H2 2022 Zambian Copper Cobalt Completion of drill Completion of 17- • Deliver a Maiden Resource at Emmie Bluff program to b
Slide 9: Elizabeth Creek - IOCG
For personal use only Elizabeth Creek - IOCG 9 Coda Minerals - Sustaining Tomorrow
Slide 10: Drilling IOCG Targets in Elephant Country
10 Drilling IOCG Targets in Elephant Country Olympic Dam Oak Dam West 114km NNW 16km NE EMMIE BLUFF DEEPS For personal use only Emmie Bluff Emmie Bluff Deeps Recently drilled extensive IOCG alteration encountered. Target defined by a series Chianti North of coincident and semi-coincident gravity and
Slide 11: Exploration Model at Emmie Bluff Deeps
Exploration Model at Emmie Bluff Deeps For personal use only EXPLORATION STRATEGY Lateral Zonation of sulphides strongly indicative of the presence of a mineralising structure in the area between holes DD21EB0018 and DD21EBD0002. A A’ PLAN VIEW A A' CROSS SECTION A EXPLORATION PRIORITIES FROM DRILLI
Slide 12: For personal use only
Est. HoleID Mineralisation Best Assay Results* Width 4.5m @ 1.01% Cu, 0.17g/t Au from 797.45m CHALCOPYRITE DD21EB0018 45m 28m @ 1.21% Cu, 0.37g/t Au from 810.79m For personal use only DOMINATED 2.5m @ 2.11% Cu, 0.30g/t Au from 842.03m CHALCOPYRITE 2m @ 1.76% Cu, 1.09 g/t Au from 820.56m DD21EB0018W1
Slide 13: For personal use only
Est. HoleID Mineralisation Best Assay Results* Width 16m @ 0.64% Cu and 0.2 g/t Au from 860m 4.5m @ 1.01% Cu, 0.17g/t Au from 797.45m 36m at 0.71% Cu and 0.2 g/t Au from 884m CHALCOPYRITE DD21EB0018 45m 28m @ 1.21% Cu, 0.37g/t Au from 810.79m For personal use only DOMINATED 2.5m @ 2.11% Cu, 0.30g/t
Slide 14: Elaine – IOCG Target
Elaine – IOCG Target MAGNETIC GRAVITY COINCIDENT ANOMALISM For personal use only Elaine Zone North looking Magnetic (top) and Gravity (bottom) Magnetic Inversion slice (RL-890m) Gravity Inversion Slice (RL-890m) inversion models showing key AoI. DETAILED Comprehensive re-evaluation of the project ha
Slide 15: Elizabeth Creek - Sedimentary Copper Cobalt
For personal use only Elizabeth Creek - Sedimentary Copper Cobalt 21 Coda Minerals - Sustaining Tomorrow
Slide 16: Emmie Bluff Resource
Emmie Bluff Resource For personal use only STANDOUT 43MT MAIDEN CU-CO RESOURCE Maiden Mineral Resource of 43Mt @ 1.3% Cu, 470 ppm Co, 11 g/t Ag and 0.15% Zn (1.84% CuEq) reported at a cut-off grade of 1% CuEq EMMIE BLUFF - 560kt Cu, 20kt Co, 15.5Moz Ag and 66kt Zn (800kt CuEq) MAIDEN RESOURCE 43.3Mt
Slide 17: Emmie Bluff Resource - Expansion
Emmie Bluff Resource - Expansion For personal use only EMMIE EAST Magnetotelluric data suggests low-resistivity material continues well beyond the eastern margin of the Emmie Bluff basin. Strong correlation between drilling and MT on the western Seismic Line margin, plus evidence from seismic, stren
Slide 18: Advanced Indicated Resources
Advanced Indicated Resources WINDABOUT • Established, Sedimentary Copper-Cobalt Indicated For personal use only 17.67 MT @ 0.77% Cu, 492 ppm Co, 8 g/t Ag* Mineral Resources at Windabout and MG14. • Recent drilling at MG14 North confirms potential to expand north and west. • Advanced geotechnical and
Slide 19: The path to a Re-rate
The path to a Re-rate H2 2021 H1 2022 For personal use only First Hole Intersecting IOCG Mineralisation Emmie Bluff Deeps Drilling Maiden Mineral Resource Announcement DRILLING Emmie Bluff Resource Drillout Emmie East Drilling1 Metallurgy and Processing Studies FEASIBILITY Mining and Power Studies S
Slide 20: Cameron River
For personal use only Cameron River
Slide 21: Queensland – Cameron River Project
Queensland – Cameron River Project For personal use only Coda is earning up to 80% ownership of the Cameron River Copper-Gold Project through low-risk, staged expenditure. COMPLEMENTS FLAGSHIP ELIZABETH CREEK PROJECT • Provides Coda with additional exposure to buoyant copper market through highly pr
Slide 22: Queensland – Cameron River Project
Queensland – Cameron River Project Highly prospective tenure with 2km long standout geochemical anomaly For personal use only representing a walk-up drill target ROCK CHIP RESULTS CONFIRM MINERAL TENOR • Numerous anomalous rock chips, up to 23% Cu, 2.74 g/t Au, 0.94% Co and 156.71g/t Ag respectively
Slide 23: Queensland – Cameron River Project
Queensland – Cameron River Project Further prospectivity unlocked by geophysics, with spectacular late- For personal use only time VTEM anomalism NEW TARGETS IDENTIFIED • Persistent late-time VTEM anomalies consistent with subvertical massive sulphide bodies. • Historical reports show copper oxides/
Slide 24: ESG Compliance and the Green Economy
30 ESG Compliance and the Green Economy For personal use only Emmie Bluff presents opportunities for value creation in a greening and increasingly ethically focused world. COPPER AND COBALT Coda’s focus is on key commodities driving the green revolution, with extraordinary anticipated demand growth.
Slide 25: Why Invest in Coda?
WHY INVEST IN CODA? For personal use only AMBITIOUS TRANSFORMATIONAL ONGOING WORK PROGRAM STRONG FOUNDATIONS; $13.9M CASH, HIGHLY EXPERIENCED BOARD 1.1MT OF CUEQ AT MG14, WINDABOUT & EMMIE BLUFF (JORC 2012 INDICATED) INITIAL RESULTS AT EMMIE BLUFF DEEPS ILLUSTRATES COMMITMENT TO EXPLORATION 31 Coda
Slide 26: Appendices
Appendices For personal use only Copper & Future Minerals
Slide 27: Appendix A: Statements
Appendix A: Statements Mineral Resources & Competent Person Statement For personal use only Mineral Resources and Exploration Targets 1. MG14 Indicated Mineral Resource: The information is extracted from the report entitled "Mt Gunson Copper-Cobalt Project Update" created on 19 January 2018 and is a
Slide 28: Appendix B: Board and Management Extended Bio
Appendix B: Board and Management Extended Bio For personal use only Keith Jones BBus, FCA, FAICD, FFin Non-Executive Chairman Mr Jones is an experienced public company Chairman with a background of over 40 years professional experience providing advisory and consulting services to the mining and res
Slide 29: Appendix B: Board and Management Extended Bio
Appendix B: Board and Management Extended Bio For personal use only Chris Stevens BA (Hons), MA (Oxon), MSc, GAICD Chief Executive Officer, Director Mr Stevens is an experienced resources executive and mineral economist who, prior to joining Coda Minerals, held the role of CEO at Gindalbie Metals an
Slide 30: Appendix C: Resources Technical Summary
Appendix C: Resources Technical Summary Simmens Quartzite Blocky meta-sandstone, cream For personal use only coloured. Corraberra Sandstone Red-brown silty sandstones Target Mineralogy and flaggy, micaceous siltstones. • The project’s existing resources and its drill-ready Exploration Target at Emmi
Slide 31: Appendix D: Farm in and Joint Venture
Coda Minerals - Sustaining Tomorrow 37 Appendix D: Farm in and Joint Venture For personal use only Coda has the right to earn up to 75% interest in the Elizabeth Creek Copper Project under a Farm-in Agreement with Terrace Mining, a wholly owned subsidiary of Torrens Mining (ASX:TRN). Current Ownersh
Slide 32: Appendix E: Copper Fundamentals
Appendix E: Copper Fundamentals Copper holds a crucial role in the development of the modern world. Applications for copper are set to For personal use only heighten in unison with the world’s growing energy needs and transition towards a greener future. DEMAND SUPPLY Demand remains strong as pressu
Slide 33: Appendix F: Emmie Bluff Deeps - Mineralisation Zone DD21EB0018
Appendix F: Emmie Bluff Deeps - Mineralisation Zone DD21EB0018 DD21EB0018 – ASSAYS RECEIVED For personal use only 0.8m at 0.31% Cu, 0.02g/t Au 796.5 – 802.2: an upper zone of disseminated and from 794m blebby chalcocite (Minor to moderate) and 4.69m at 1.01% Cu, 0.17g/t Au bornite (minor) in massive
Slide 34: For personal use only
For personal use only 6 Altona Street West Perth WA 6005 08 6270 6331 info@codaminerals.com