Kodal Minerals Plc · LSE:KOD
Kodal Minerals — Shareholder Meeting (September 2023)
18 slides from Kodal Minerals's shareholder meeting presentation, Sep 29, 2023
Slide 1: Kodal Minerals Plc AGM Presentation
Kodal Minerals Plc AGM Presentation 29 September 2023
Slide 2: Disclaimer
DISCLAIMER The information contained in this document (“Presentation”) and the presentation made to you verbally has been prepared by Kodal Minerals PLC (the “Company”). Kodal Minerals PLC is a UK company quoted on AIM, a market operated by London Stock Exchange plc. This Presentation has not been f
Slide 3: Kodal's Immediate Focus
Kodal’s Immediate Focus: “Progressing a fast-track option to realise our goal of becoming the first operational lithium mine in Mali. Through the development of a DMS plant, Kodal has a near-term solution to take full advantage of the continuing buoyant lithium market.” AGM 2023 | .03
Slide 4: Advanced-stage lithium development at Bougouni in Mali
COMPANY SNAPSHOT Advanced-stage lithium development at Bougouni in Mali Near term lithium First lithium product at Producing spodumene producer in Mali at Bougouni expected in concentrate suitable for the fully licenced 2024 from a low capex use in EV batteries Bougouni project DMS plant. $117 milli
Slide 5: Fast-tracking a fully financed lithium mine
FAST-TRACKING A FULLY FINANCED LITHIUM MINE $100 million financing package paves the way to first production January 2023: major financing package • Conditional funding package of US$117.75 million provides full financing for the development and commencement of production at the Bougouni Lithium Pro
Slide 6: Lithium deficit – why Bougouni is vital
LITHIUM DEFICIT – WHY BOUGOUNI IS VITAL First production scheduled for 2024 EVs will continue to dominate demand Kodal Minerals Share Performance Comparison to Spodumene SC6 Long term support for Spodumene Price driven by increasing demand Source: S & P Global Market Intelligence AGM 2023 | .06
Slide 7: Bougouni Lithium Project Mineral Resource and Expansion Potential
BOUGOUNI LITHIUM PROJECT MINERAL RESOURCE AND EXPANSION POTENTIAL − JORC mineral resource of 21.3Mt at 1.11% Li2O. − Kodal completed first drilling campaign since 2019 early 2023 with highly encouraging results: − 18m at 1.31% Li2O from 42m at the Ngoualana prospect − 51m at 1.08% Li2O from 78m at t
Slide 8: ESG
ESG ESIA approved and community consultation committee working well • Kodal’s full time Malian ESR Manager boasts 25+ years in Mali, including 3 years on the Bougouni Project. • Designs complete for the upgrade of the existing road to N'gouanala Village which is a major supply line for bringing to m
Slide 9: ESG: Site access road contract awarded
ESG Site Access Road contract awarded to local contractor, including upgrade to existing road EGTF engineer and surveyor traversing the main access road alignment to gather baseline data for road design; hosted by Kodal’s ESR Manager, Mr. Dembélé Visit hosted by EGTF to working mine site AGM 2023 |
Slide 10: Hainan management mobilises to Mali
HAINAN MANAGEMENT MOBILISES TO MALI Mali Team Hosts Mr Gao and Mr Cai • Key management representatives from JV partner Hainan Mining mobilised to Mali. • Site visit conducted with exploration team. • Hainan Mining remain fully committed to closing the financing. • Integration of Kodal and Hainan per
Slide 11: Bougouni Project Area
BOUGOUNI PROJECT AREA Lithium Deposits, DMS and Flotation Deposits Defined, with Highly Prospective Additional Targets Access Road alignment to Start Up Future flotation DMS Plant at plant funded Ngoualana. with cash flow and located Initial 4 year close to Sogola- mine life with Baoulé and potentia
Slide 12: Good engineering progress across all disciplines
GOOD ENGINEERING PROGRESS ACROSS ALL DISCIPLINES Ready to commence purchase of long lead items immediately after funds in place − Modular crushing facility design complete − Detailed design and layout for plant complete by DRA Global, DMS specialists − Equipment specifications complete and ready for
Slide 13: Plant design complete in 3D – ready to commence procurement
PLANT DESIGN COMPLETE IN 3D – READY TO COMMENCE PROCUREMENT Substation Degrit Stockpile Power Stn Fines Stockpile Distributor 2 x DMS Modules Crushed Ore Feed Product Stockpile AGM 2023 | .013
Slide 14: AGM 2023
AGM 2023 | .014
Slide 15: AGM 2023
AGM 2023 | .015
Slide 16: Port visit hosted by TIPSP – San Pedro bulk terminal operator
PORT VISIT HOSTED BY TIPSP – SAN PEDRO BULK TERMINAL OPERATOR Kodal have remained in regular contact with the San Pedro Port since 2018. The Port Authority has established a concession agreement with TIPSP to operate the minerals bulk terminal at San Pedro. Plans in place by TIPSP will see the San P
Slide 17: Kodal Minerals – a clear path to production
KODAL MINERALS – A CLEAR PATH TO PRODUCTION & FURTHER DISCOVERIES INEVITABLE BLP Current Activity BLP Upcoming Activity Focus on Funding Transaction Closure Final open pit Reserve at Ngoualana US$117.75M Package Fully Finances Project Significant Resource upgrade at Boumou Phased Development Notific
Slide 18: Thank you for attending
THANK YOU FOR ATTENDING BERNARD AYLWARD Chief Executive Officer E: bernard@kodalminerals.com CANACCORD GENUITY Joint Broker E: jasensio@cgf.com SP ANGEL Financial Adviser & Joint Broker E: richard.parlons@spangel.co.uk ST BRIDES PARTNERS Financial PR & IR E: susie@stbridespartners.co.uk
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