Acdc Metals Ltd · ASX:ADC
Acdc Metals — Shareholder Meeting (November 2023)
18 slides from Acdc Metals's shareholder meeting presentation, Nov 21, 2023
Slide 1: Annual General Meeting: Chair's Address and Executive Presentation
ASX Announcement: 21 November 2023 ASX: ADC Annual General Meeting Chair’s Address and Executive Presentation ACN 654 049 699 ACDC Metals Limited (ASX: ADC) (the Company) is pleased to release the following Chair’s Address CAPITAL STRUCTURE and Executive Presentation which will be delivered to Share
Slide 2: Chair's Address
ASX Announcement: 21 November 2023 Chair’s Address Good morning, and a very warm welcome to everyone joining us here at the 2023 Annual General Meeting of ACDC Metals Limited. My name is Andrew Shearer, and I am the Non-Executive Chairman of ACDC Metals. Before the formal business of the meeting, I
Slide 3: Annual General Meeting
For personal use only Annual General Meeting Tuesday 21 November 2023 11.00am AEDT
Slide 4: Board and Management Team
For personal use only Board and Management Team Tom Davidson Andrew Shearer Mark Saxon Chief Executive Officer Non-Executive Director and Chair Executive Director Engineer & Development Geologist & Corporate Geologist & Corporate Ivan Fairhall Richard Boyce Kent Balas Tamara Barr Non-Executive Direc
Slide 5: ACDC Corporate Strategy
For personal use only ACDC Corporate Strategy Building a mine-to-market critical metals company with heavy mineral sand (HMS) assets and proprietary rare earth element (REE) processing technology. Secure supply of critical metals is essential for the energy transition. Through an innovative business
Slide 6: Why ACDC Metals?
Why ACDC Metals? Exposure to Energy transition and the demand for critical minerals Markets are demanding, and governments are supporting, rare earth supply chain development outside of China For personal use only Rare earth market forecast for continual growth to 2030 Hitting our milestones and
Slide 7: ACDC Metals Strategy: Mine to Magnet
ACDC Metals Strategy: Mine to Magnet Option: Import 3rd Party Monazite Concentrate. For personal use only ACDC Victorian HMS Rare Earth and REE Projects Processing Plant Monazite Conc. REE Cracking / Separation Metallization & Magnet dissolution Alloying Manufacture Exploration and Mining, Beneficia
Slide 8: Mineral Sands Projects
Mineral Sands Projects • Mineral sands assets all located in western Victoria on the edge of the Murray Basin mineral sands district For personal use only • Projects all close to current or historic mineral sands operations • Clear access and wide roadside verges for low impact exploration • Over 12
Slide 9: Watchem Project
Watchem Project 2023 Campaign completed over 3,500 metres of discovery drilling at EL7642 For personal use only Significant intercepts: 45m @ 2.01% THM from 0m, including 4.5m @ 4.69% from 13.5m in 23WAC046. 42m@ 1.77% THM from 4.5m including 3m @ 4.2% from 39m in 23WAC017. 16.5M @ 3.38% T
Slide 10: Douglas Project
Douglas Project 2023 Campaign completed over 2,100 metres of discovery drilling at EL7544 For personal use only Results pending New Tenement acquisitions EL007907 and EL007908 Refer to ASX announcement 14 August 2023 for acquisition details 8 ACDC Metals Presentation | November 2023
Slide 11: Goschen Central Project – Maiden Resource
Goschen Central Project – Maiden Resource 628Mt @ 1.9% THM (total heavy mineral) For personal use only ‘Indicated’ 130Mt @ 2.0% THM ‘Inferred’ 498Mt @ 1.9% THM Magnet metals assemblage averages ~21% of total rare earth basket. High mineral assemblage of high value minerals; Zircon 24% and
Slide 12: Goschen Central Project
Goschen Central Project Scoping Study underway – targeting 2023 completion For personal use only Life of Mine Ore supplied from Goschen Central Project Target high grade ore in early years of operation to maximise project economics. Include all infrastructure needed to build and operate the
Slide 13: Rare Earths Processing Plant Project
Rare Earths Processing Plant Project ACDC is developing the Rare Earth Processing Plant (REPP) Project, For personal use only that utilises the ‘Medallion Monazite Process (MMP)’. The Process is based on the caustic crack process, with key updates to target energy and waste efficiency. Strong
Slide 14: Work Plan for 2024
Work Plan for 2024 H2 2023 H2 2024 H2 2024 For personal use only Goschen Central Project Drill results and resource Maiden JORC Resource development 628Mt @ 1.9% HM Scoping Study Project tech-eco. evaluation Process Metallurgical sample at Mineral Technologies. Drilling campaign Resource update Rare
Slide 15: Investment Summary
Investment Summary Corporate Strong team and history of project development For personal use only Clear strategy to maximise value Strong cash balance over $5M to execute plan Execution 13,000 metres of Air core drilling complete Strong Mineralogy and Grades at Goschen Central Maiden JOR
Slide 16: Appendix A: JORC Tables
Appendix A JORC Tables For personal use only 14 ACDC Metals Presentation | November 2023
Slide 17: Company Mineral Resource
Company Mineral Resource 628Mt Goschen Central Project Mineral Resource Estimate % of total HM For personal use only Classification Tonnes (Mt) Total HM % Slimes % Oversize % Mineral Assemblage Rutile Leucoxene Ilmenite Zircon Monazite Xenotime Indicated 130 2.0 19 4.1 9.2 10 22 24 3.7 0.42 Inferred
Slide 18: Important Information and Disclaimer
Important Information and Disclaimer Disclaimer: The material in this presentation has been prepared by ACDC Metals Ltd (“Company”). This presentation may not be reproduced, redistributed or passed on, directly or indirectly, to any other person, or published, in whole or in part, for any purpose wi