Kodal Minerals Plc · LSE:KOD
Kodal Minerals — Shareholder Meeting (June 2026)
11 slides from Kodal Minerals's shareholder meeting presentation, Jun 24, 2026
Slide 1: Kodal Minerals plc AGM Presentation and Q&A
Kodal Minerals plc AGM Presentation and Q&A 24 June 2026
Slide 2: Disclaimer
Disclaimer The information contained in this document (“Presentation”) and the presentation made to you verbally has been prepared by Company’s results of operations, performance, financial condition, prospects, growth, strategies and the industry in which the Kodal Minerals PLC (the “Company”). Kod
Slide 3: Leadership
Leadership Strong senior team with African mining development and operational experience BERNARD AYLWARD STEVEN ZANINOVICH ROBERT WOOLRIDGE CHARLES JOSELAND DAVID TENG CHIEF EXECUTIVE OFFICER OPERATIONS DIRECTOR NON-EXECUTIVE CHAIRMAN NON-EXECUTIVE DIRECTOR NON-EXECUTIVE DIRECTOR • Geologist with 20
Slide 4: Kodal Minerals – a simple investment thesis
Kodal Minerals – a simple investment thesis ▪ Kodal is a 32% ultimate owner of the producing Bougouni Lithium Mine in Mali ▪ Bougouni Lithium Project Stage 1 targeting production of over 120ktpa of spodumene concentrate ▪ Rising Margins: spodumene 6% CIF c.US$2,200/t – up 270% since July 2025 ▪ Risi
Slide 5: Bougouni Operations Update
Bougouni Operations Update Low cost producer with a focus on expansion for long-life development • Bougouni operation targeting regular exports of spodumene concentrate with cargoes between 15,000 to 20,000 DMT • Open Pit mining continuing at the Ngoualana Open pit with mining contractors adding add
Slide 6: Lithium Price Rebound in 2025/26
Lithium Price Rebound in 2025/26 EVs & Energy Storage Systems demand driving spodumene price rebound Chinese demand for EVs outpace global trends BESS demand to grow 15-fold by 2030 Lithium price rebound ❑ EV demand driven by Chinese car makers ❑ Demand for BESS - mainly lithium-ion - ❑ Lithium SC6
Slide 7: FY26 Overview
FY26 Overview Bougouni Lithium Mine and Kodal Opportunities Bougouni Lithium Mine ✓ Bougouni operation team focused on achieving steady monthly production and reliable export timetable with strong margin for cashflow ✓ Complete feasibility study for Stage Two and plan for future development Kodal Mi
Slide 8: Mali Update
Mali Update • Management’s priority is always to ensure safety and wellbeing of all employees • Strong relationship with Mali Government continues with successful site visit by General Assimi Goïta, President of the Republic of Mali • Security at Bougouni minesite ramped up with increased military p
Slide 9: Sustainability Strategy
Sustainability Strategy Responsibly addressing the global energy transition whilst delivering positive socio-economic outcomes for the people of Mali Strategy Governance ESG Risk Management Performance ▪ Responsible operations – prevent harm to people ▪ Board oversight of ESG via Audit & Risk Commit
Slide 10: Next steps for Kodal Minerals plc
Next steps for Kodal Minerals plc Transition into a fully fledged revenue generating miner following first exports of spodumene; ramp up to nameplate Solidify position as a significant critical minerals producer in West Africa to meet increased global demand for EVs, Battery Energy Storage Systems (
Slide 11: Bernard Aylward, Chief Executive Officer
BERNARD AYLWARD Chief Executive Officer www.kodalminerals.com ALLENBY CAPITAL LTD BURSON BUCHANAN CANACCORD GENUITY SP ANGEL Nominated Adviser Financial PR & IR Joint Broker Financial Adviser & Joint Broker j.porter@allenbycapital.com kodal@buchanancomms.co.uk jasensio@cgf.com richard.parlons@spange