Cobalt Blue Holdings Ltd. · ASX:COB
Cobalt Blue — Corporate Update (December 2022)
14 slides from Cobalt Blue's corporate update, Dec 15, 2022
Slide 1: Investor Webinar
15 December 2022 Investor Webinar
Slide 2: Recent Key Milestones
Recent Key Milestones 1. Capital raise: Placement and shareholder entitlement raised A$22m. 2. Demonstration Plant update: Underground mining and concentrate processing complete. First large scale MHP expected shortly. 3. Definitive Feasibility Study progressing: Contracted engineering firms now con
Slide 3: Cobalt Prices: Supply outpacing demand
Cobalt Prices: Supply outpacing demand A supply CAGR (2021–23) of 10% vs demand at 7% is pressuring near-term prices. This imbalance is expected to shift from 2024. ASX: COB 3 Source: S&P Global Commodity Insights, Cobalt Blue Holdings Limited
Slide 4: Demonstration Plant Update: Pyrite Hill
Demonstration Plant Update: Pyrite Hill Underground mining has been completed with ~5,000t of ore extracted. ASX: COB 4 Source: Cobalt Blue Holdings Limited
Slide 5: Demonstration Plant Update: Pyrite Hill
Demonstration Plant Update: Pyrite Hill Crushing and screening of ore successfully completed. ASX: COB 5 Source: Cobalt Blue Holdings Limited
Slide 6: Demonstration Plant Update: Pyrite Hill
Demonstration Plant Update: Pyrite Hill Over 600 t of pyrite concentrate was successfully produced and is now ready for processing through the Demonstration Plant in Broken Hill. ASX: COB 6 Source: Cobalt Blue Holdings Limited
Slide 7: Demonstration Plant Update: Pyrite Hill
Demonstration Plant Update: Pyrite Hill A consistent grade of concentrate was produced between 4000–5000 ppm from ore grades varying from 600 ppm to 1300 ppm. ASX: COB 7 Source: Cobalt Blue Holdings Limited
Slide 8: Demonstration Plant Update: Processing
Demonstration Plant Update: Processing Concentrate will be further processed including pyrolysis, leaching and product recovery circuits, producing both Mixed Hydroxide Precipitate (MHP) and cobalt sulphate. ASX: COB 8 Source: Cobalt Blue Holdings Limited
Slide 9: Commercial Negotiations
Commercial Negotiations Europe Asia North America ASX: COB 9 Source: Cobalt Blue Holdings Limited
Slide 10: BHCP: Timeline on track
BHCP: Timeline on track ASX: COB 10 Source: Cobalt Blue Holdings Limited
Slide 11: US: Inflation Reduction Act (IRA) 2022
US: Inflation Reduction Act (IRA) 2022 Invests US$369bn in energy security, climate change programs and clean technologies over the next 10 years to help the US meet its climate goals. Key IRA points: Rules of Origin: ▪ Consumer credit: $7,500 (2x $3,750) if Rules of ▪ The vehicle must be manufactur
Slide 12: US: Inflation Reduction Act (IRA) 2022
US: Inflation Reduction Act (IRA) 2022 Invests US$369bn in energy security, climate change programs and clean technologies over the next 10 years to help the US meet its climate goals. Key Free Trade Agreement IRA-compliant cobalt sulphate supply availability greatly reduced from 2024 (FTA) countrie
Slide 13: COB: Entering the global battery supply chain
COB: Entering the global battery supply chain Global cobalt sulphate capacity, 2026 (Kt Co) Share of Share of Global Mine Global Mine Supply Reserves 2021 2021 DRC 68% 46% China 4% 1% Indonesia 5% 8% Australia 4% 18% Cuba 3% 7% Philippines 3% 3% Canada 3% 3% PNG 3% 1% Russia 4% 3% ASX: COB 13 Source
Slide 14: Disclaimer
Disclaimer Overview This presentation (Presentation) is issued by Cobalt Blue Holdings Limited ACN 614 466 607 (Company). Summary information While the information contained herein has been prepared in good faith, neither the Company nor any of its shareholders, directors, officers, agents, employee
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