Canadian Phosphate Limited · ASX:CP8
Canadian Phosphate — Shareholder Meeting (May 2025)
15 slides from Canadian Phosphate's shareholder meeting presentation, May 29, 2025
Slide 1: Annual General Meeting May 2025
For personal use only ASX:CP8 Annual General Meeting May 2025
Slide 2: Disclaimer
Disclaimer This presentation has been prepared and issued by Canadian Phosphate Ltd (“the Company”) to inform interested parties about the Company and its progress. The material contained in this presentation sets out general background information on the Company and its activities. It does not cons
Slide 3: Our Company
ASX:CP8 OVERVIEW Our Company For personal use only Focused on sedimentary rock phosphate mining in British Columbia, Canada Holding the most advanced sedimentary rock phosphate projects in Canada today - Wapiti/Fernie Supplying a growing regenerative/organic fertilizer manufacturing industry across
Slide 4: Our Leadership & Structure
Our Leadership & Structure Experienced Board Capital & Management Structure For personal use only Stuart Richardson Shares on issue 307M Non-Executive Chairman Daniel Gleeson Share Price (at 28 May 25) $0.032 MD & Group CEO Market Cap (at 28 May 25) A$9.8M Mal Weber Non-Executive Director Cash (at 3
Slide 5: Current Business
Current Business REGENERATIVE PHOSPHATE FERTILIZER MINING For personal use only Selling to Reduced OPEX by Targeting 25,000 manufacturers A$2.2M in 2024, tonnes in 2025 as value adding rock with further customers grow phosphate savings in 2025 (A$6M revenue) A$3M Revenue Largest customer 3 yr averag
Slide 6: Our Phosphate Resources Fully Supports Business Growth
Our Phosphate Resources Fully Supports Business Growth Wapiti BC – Canada Fernie BC - Canada 100% Licenced by CP8 100% Licenced by CP8 For personal use only Wapiti *Inferred and Indicated Tenures over 60km – Mineral Resource Estimate exploration required (2015): 1.54 Mt @ 21.6% P2O5 Barnes bulk perm
Slide 7: Rock Phosphate - Supply & Demand
Rock Phosphate – Supply & Demand • Processed to extract P2O5 to produce Phosphoric Acid • At current mining rates 3 or the 4 largest producers (China, USA, Russia) will exhaust • 90% of all manufactured rock phosphate is their phosphate reserves within 46 years2 For personal use only sedimentary • A
Slide 8: Critical Mineral - Canada
Critical Mineral - Canada Phosphate added to Canada’s 2024 Critical Minerals List For personal use only Emphasizes phosphate’s essential role in strengthening food security and aiding the energy transition. Critical Mineral and associated value chains we can potentially access • $1.5 billion Strateg
Slide 9: Fertilizer Demand
Fertilizer Demand Growing Middle Class to Feed 2025 For personal use only Population growth rate: 8.2B in 2024 to 10.3B in mid 2085 • Middle class expected to grow from 1.8B in 2009 to 5.3B by 2030 • Drives meat production globally, which drives corn and soyabean production = fertilizer increases Ra
Slide 10: LFP Battery Demand
LFP Battery Demand LFP Advantages v Nickel-Cobalt- Manganese (NCM) Planned LFP cathode capacity in North America and Europe is insufficient to supply planned Lower Cost battery capacity in those regions – this deficit may be closed by imports from China. Current LFP cathode capacity Planned LFP batt
Slide 11: Critical: Onshoring Phosphate Supply
Critical: Onshoring Phosphate Supply 3.Global Production v Reserves (Mt) 100 34yrs 60,000 90 80 50,000 New Nth American Projects 70 40,000 60 50 30,000 Eastern Canada – 3 Projects For personal use only 40 1423yrs 30 20,000 • Igneous – lower cut-off grade <8% P2O5 typically 20 50yrs 10,000 • Phosphor
Slide 12: Next Steps - 2025
Next Steps - 2025 Bulk Sample permits in Fernie 2025. Industrial Mineral Permit 2026 For personal use only Exploration Target Summary JORC compliant - Wapiti Project. Mining campaign completion in Fernie (Oct 2025) for 2025/26 demand Drilling program to expand existing mineral resource estimate for
Slide 13: Wapiti Mineral Resource Estimate
OVERVIEW Wapiti Mineral Resource Estimate* Depth Category Tonnes P2O5 (%) AI2O3 (%) CaO (%) MgO (%) SiO2 (%) Fe2O3 (%) For personal use only below (M) surface max (m) 30 Inferred 0.73 21.3 1.9 43.6 1.3 13.7 1.2 30 Indicated 0.81 22.3 1.96 43.1 1.3 14.0 1.3 30 Total 1.54 21.6 1.9 43.4 1.3 13.8 1.3 No
Slide 14: Thank You
For personal use only Thank You www.canadianphosphate.com @canadianphosphate
Slide 15: Widespread Soil P Deficiency in 2020
Widespread Soil P Deficiency in 2020 For personal use only 15