Kincora Copper Limited · TSXV:KCC
Kincora Copper — Investor Presentation (June 2024)
36 slides from Kincora Copper's investor presentation, Jun 12, 2024
Slide 1: Kincora Copper: District scale copper-gold
KINCORA COPPER For personal use only District scale copper-gold June 2024 “KCC”: ASX & TSXV
Slide 2: Cautionary Statement
Cautionary Statement Kincora Copper “KCC”: ASX & TSXV Kincora Copper Limited (ARBN 645 457 763) Certain disclosure may constitute "forward-looking statements”. In making the forward-looking statements, Kincora Copper Limited (“Kincora” or “the Company”) has applied certain For personal use only fact
Slide 3: Why Kincora?
Why Kincora? Kincora Copper “KCC”: ASX & TSXV For personal use only Copper Macquarie Arc Tier-1 + Gold Cobar Discovery Team Focus Southern Gobi Large-Scale Value Resource Inventory Catalysts and Drill Targets 3
Slide 4: Corporate Snapshot
Corporate Snapshot Kincora Copper “KCC”: ASX & TSXV Major Assets For personal use only NSW, Australia Market Cap * Cash * 4 Large-Scale Porphyry Exploration Projects $13.8m $1.1m Trundle, Fairholme, Jemalong & Wongarbon projects + Earn-in/JV with AngloGold Ashanti for the Northern Junee-Narromine Be
Slide 5: Value Catalysts
Value Catalysts Kincora Copper “KCC”: ASX & TSXV Recent Milestones For personal use only Condobolin (Cobar) Project: Strong Maiden and Shallow Kincora Drill Results NSW Projects: Secured 100% Interest in All Projects supporting New Asset Level Partners (Dec’23) Cundumbul Porphyry Project: Artificial
Slide 6: Regional Activity Informing Strategy
Regional Activity Informing Strategy Kincora Copper “KCC”: ASX & TSXV Transactions Driving Value NSW PORPHYRY JUNIORS SECURING NEW PARTNERS/PROJECTS For personal use only • Inflection Resources (AUCU.CSE) Earn-in/JV agreement for up to 5 projects with AngloGold Ashanti • Legacy Minerals (LGM.ASX) Ea
Slide 7: Corporate Snapshot: Strong Technical Team & Board
CORPORATE SNAPSHOT Strong Technical Team & Board Ticker “KCC” on TSXV & ASX Kincora Copper “KCC”: ASX & TSXV Cameron McRae • Seasoned chairman, CEO and mining Sam Spring • Advised on formation of Kincora executive. Has led the full • Ex leading mining analyst, >10 For personal use only Independent P
Slide 8: Unique Track Record Of Large Copper-Gold Origination-Discovery
Unique Track Record Kincora Copper “KCC”: ASX & TSXV Of Large Copper-Gold Origination-Discovery For personal use only Industry Leading Technical Team John Holliday Peter Leaman Discovery track record (amongst others) Technical committee chair Technical committee Cadia Au/Cu (Tier 1) Reko Diq Cu/Au (
Slide 9: Copper with Gold Focus
Copper with Gold Focus Kincora Copper “KCC”: ASX & TSXV Southern For personal use only Gobi District scale and highly prospective project portfolio’s in Australia and Mongolia’s world-class copper-gold belts 426Kt Copper and 437Koz Gold Resource Inventory + Significant Exploration Target + New Disco
Slide 10: Australian Asset Portfolio
For personal use only Australian Asset Portfolio Macquarie Arc Four recent Earn-In/JV deals supporting over $200m in exploration expenditure plus the acquisitions of the Cadia and Northparkes mines Cobar Superbasin New targets leading to new discoveries and re-rating of explorers plus the developmen
Slide 11: Kincora's Portfolio
Kincora’s NYNGAN N Kincora Copper “KCC”: ASX & TSXV Portfolio Cobar Nyngan NEVERTIRE 0 100 km 7 projects / 10 license portfolio MULLA For personal use only • Highly prospective locations in the key Cobar Junee Molong mineral belts of the Lachlan Fold Belt Superbasin Narromine belt - Majors abut 5 pr
Slide 12: Kincora's NSW Project Pipeline
Kincora’s NSW Project Pipeline Kincora Copper “KCC”: ASX & TSXV Agreements with Industry Major and AI Partners for earlier stage, higher risk projects For personal use only Funding and Technical partners secured for the Cundumbul (drilling ongoing) and NJNB projects 100% interest in all projects (se
Slide 13: Leading Porphyry Districts Hotspot for M&A
License owners Leading Porphyry Districts Kincora Hotspot for M&A Highlighted AngloGold • Regions: slide 14 A/Kincora • Explorer peer analysis: slide 15 + Exploration Macquarie Arc Inflection Leading Cobar District AngloGold – Junee • Explorer peer analysis: slide 24 A/Inflection Narromine belt FMG
Slide 14: NSW Porphyry Projects: Leading Districts & Explorers
NSW Porphyry Projects Leading NSW Porphyry Districts & Explorers Kincora Copper “KCC”: ASX & TSXV Region 1: New district potential Region 2: Emerging new district Region 3: New discoveries in brownfield Region4: New discovery potential in (no current resources) (Boda-Kaiser 14.7Moz AuEq) setting (No
Slide 15: Leading NSW Porphyry Explorers
NSW Porphyry Projects Leading NSW Porphyry Explorers Kincora Copper “KCC”: ASX & TSXV Alkane Magmatic Inflection Kincora Waratah Legacy Resources Resources Resources Copper Minerals Minerals ALK.ASX MAG.ASX AUCU.CSE KCC.ASX/TSXV WTM.ASX LGM.ASX For personal use only Market Cap A$338m * A$36m * C$19m
Slide 16: New Multi-Year, District Scale Partnership With Industry Major
NSW Porphyry Projects New Multi-Year, District Scale Partnership With Industry Major Northern Junee-Narromine Belt (NJNB) Project: Targeting A New Copper-Gold Porphyry District For personal use only Multi-year and phase partnership with AngloGold Ashanti for the Nyngan and Nevertire projects with ex
Slide 17: New Major, Completely Unexplored Complex and Drill Targets
NSW Porphyry Projects New Major, Completely Unexplored Complex and Drill Targets 0 10km WONGARBON Wongarbon Project: one of the last (Kincora) The Molong belt of the WONGARBON remaining untested and large For personal use only Macquarie Arc (Kincora) intrusive complexes of the NMPP Macquarie Arc (Al
Slide 18: Drilling New Success Based Artificial Intelligence Targets
NSW Porphyry Projects Drilling New Success Based Artificial Intelligence Targets Open Open Cundumbul Project: Drilling New Copper Targets For personal use only Andrews Drilling commenced testing a new 2.2km x 800m anomalous copper prospect zone (open) associated with a hydrothermal quartz breccia sy
Slide 19: Cowal District: World-Class Gold and Porphyry Copper Terrane
Anomaly 2 NSW Porphyry Projects Cowal District: World-Class Gold and Driftway C >500pm Cu &/ Porphyry Copper Terrane or >0.1g/t Au Evolution FAIRHOLME prospects (Kincora) For personal use only Gateway Gold corridor at Cowal hosts a 13.7Moz endowment Gateway South Nerang Marsden deposit hosts >0.5Mt
Slide 20: Fairholme: Cowal District Intrusive Complexes
NSW Porphyry Projects Fairholme Kincora Copper “KCC”: ASX & TSXV Cowal District Intrusive Complexes KCC’s Driftway C & Anomaly 2: Big open anomalies the size (& with analogues) to Marsden NORTHERN FAIRHOLME MARSDEN Resource outline For personal use only (Kincora) (Evolution) Multiple advanced gold +
Slide 21: Northparkes District: Clear Strategic Appeal
NSW Porphyry Projects Northparkes District: Clear Strategic Appeal Kincora Copper “KCC”: ASX & TSXV Northparkes is Australia’s second largest porphyry mine N Myall For personal use only and was acquired by Evolution Mining in December 2023 Region 2 MAG/ • Continuous production since 1994 with first
Slide 22: Trundle
NSW Porphyry Projects Trundle Region 1: Northparkes Porphyry Cluster Region 2: Myall Porphyry Project • 80% interest for US$475m by Evolution in Dec 2023 • $14m earn-in for 75% with FMG in March 2024 • 5.5Mt Cu & 4.5Moz Au • 0.354Mt CuEq maiden resource • 22 porphyry deposits discovered, 9 economic
Slide 23: Leading NSW Cobar Districts & Explorers
NSW Cobar Project Leading NSW Cobar Districts & Explorers Kincora Copper “KCC”: ASX & TSXV Emerging new Cobar districts: Different levels of exploration Recent exploration illustrates favourable grade and vertically extensive systems maturity within the Cobar Superbasin New geochemistry-geophysical
Slide 24: Leading NSW Cobar Explorers
NSW Cobar Project Leading NSW Cobar Explorers Kincora Copper “KCC”: ASX & TSXV Metals Aurelia Peel Talisman Australian G Strategic Kingston Helix Kincora Acquisition Metals Mining Mining & Copper Energy Res Resources Resources Copper For personal use only MAC.ASX AMI.ASX PEX.ASX TLM.ASX AGC.ASX SER.
Slide 25: Mongolian Asset Portfolio
Mongolian Asset Portfolio For personal use only Southern Gobi The fourth emerging porphyry district in the rapidly developing Southern Gobi Concluding a Strategic Review and Divestment Process Kincora Copper “KCC”: ASX & TSXV 25
Slide 26: Rapidly Emerging Source Of New Copper Supply
Mongolia Porphyry Projects Rapidly Emerging Source Of New Copper Supply Kincora Copper “KCC”: ASX & TSXV “ Mongolia approaching 800,000t of For personal use only copper production by 2028 (from ~300,000t in 2023)” CRU Copper Market Outlook (December 2023) • Oyu Tolgoi is on track to become the world
Slide 27: 426Kt Copper, 437Koz Gold Inventory + Major Upside Potential
Mongolia Porphyry Projects 426Kt Copper, 437Koz Gold Inventory + Major Upside Potential Tourmaline Bronze The Bronze Fox Project: Wholly owned, district scale over 3 For personal use only Hills Intrusive Complex Fox Intrusive underexplored and globally significant porphyry systems Complex (THIC) (BF
Slide 28: High Value Pipeline: Studies, Resource Growth + New Discovery
Mongolia Porphyry Projects High Value Pipeline: Studies, Resource Growth + New Discovery High impact targets + optionality to advance a district scale landholding and pipeline For personal use only 19 targets / prospects (to date) • 12x Porphyry Copper Deposit (Cu + Au) • 7x Epithermal Gold Deposit
Slide 29: Why Kincora? Leverage to Copper & Gold
Why Kincora? Leverage to Copper & Gold For personal use only Significant New Discovery(s) Upside + 426Kt Copper & 437Koz Gold Inventory on a Mining License Industry Leading Technical Team Outstanding Track Record Of Project Generation Leading To Significant Discovery 100% Project Ownership In Premie
Slide 30: Appendix
For personal use only Appendix 30
Slide 31: Macquarie Arc Outscores Rival Emerging Porphyry Districts
Appendix: Macquarie Arc Outscores Rival Kincora Copper “KCC”: ASX & TSXV Emerging Porphyry Districts Northern Macquarie Arc Golden Triangle Vicuña District Nth Andean Belt – Ecuador For personal use only Junee-Narromine & Molong Belts Stikine multiphase arc Miocene metallogenic belt Eocene + Miocene
Slide 32: Projects Seeking Asset Partners
Appendix: Projects Seeking Asset Partners Kincora Copper “KCC”: ASX & TSXV All listed projects offer Tier-1 scale potential located in favorable geological locations of the Macquarie Arc Trundle Fairholme Jemalong Wongarbon For personal use only Fairholme (EL6552) License Trundle (EL8222) Jemalong (
Slide 33: Summary of Prior Drilling
Appendix: Summary of Prior Drilling Kincora Copper “KCC”: ASX & TSXV Demonstrated year round drilling: maiden Kincora drill program commenced April 2020 Prior explorer drilling – metres (holes) Total Meters Holes Trundle Fairholme Jemalong NJNB Condobolin Cundumbul Wongarbon For personal use only 10
Slide 34: Kincora Drilling to Dec'2023
Appendix: Kincora Drilling to Dec’2023 Kincora Copper “KCC”: ASX & TSXV Demonstrated money-in-the-ground: 80% of treasury into exploration since ASX listing/Mar 21–Dec’22 (ex listing costs) Two thirds directly into drilling activities Last explorer Trundle Fairholme Jemalong NJNB Condobolin Cundumbu
Slide 35: Footnotes
Footnotes Kincora Copper “KCC”: ASX & TSXV Slide 4 SHARE REGISTER SUMMARY Market Cap: based on 247.2m total shares (42.2m TSXV / 205m ASX issued). Share price (5.6c) as at June 5, 2024 on ASX. Other TSXV Transferred to ASX CDIs Cash: cash as at March 31, 2024, reported May 15 2024, Financial Stateme
Slide 36: Contact
KINCORA COPPER For personal use only Contact Kincora Copper “KCC”: ASX & TSXV Sam Spring - President & CEO Email: sam.spring@kincoracopper.com Mobile: +61431 329 345 36