Coda Minerals Ltd · ASX:COD
Coda Minerals — Investor Presentation (December 2020)
22 slides from Coda Minerals's investor presentation, Dec 9, 2020
Slide 1: Copper in a World-Class Mineral Province
Copper in a World-Class Mineral Province ASX Code: COD December 2020
Slide 2: Disclaimer
Disclaimer Important Notices Nature of this document: The purpose of this presentation is to provide general information about Coda Minerals Limited (ACN 625 763 957) (the ‘Company’). Unless otherwise stated herein, the information in this presentation is based on the Company’s own information and e
Slide 3: Rare Investment Opportunity
Rare Investment Opportunity PROMINENT HILL OLYMPIC DAM 159kt Cu and 9.4kt Co in shallow, JORC 2012 compliant Indicated Resources OAK DAM WEST CARRAPATEENA Large Exploration Target at Emmie Bluff, rapid Resource expansion programme underway EMMIE BLUFF Prime exploration potential in elephant country;
Slide 4: Corporate Structure
Corporate Structure TOP 20 SHAREHOLDERS (as of 22 October 2020) CURRENT CAPITAL STRUCTURE Rank Shareholder %IC ASX Code COD 1 ANGANG GROUP HONG KONG (HOLDINGS) LIMITED 13.92 Share Price [08/12/2020] $0.305 2 MR KEITH FRANCIS JONES & MRS JENNIFER JONES 8.29 3 HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED
Slide 5: Board of Directors & Senior Management
Board of Directors & Senior Management Keith Jones Colin Moorhead Robin Marshall Paul Hallam Chris Stevens Susan Hunter Matt Weber NON-EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE CHIEF EXECUTIVE COMPANY MANAGER – CHAIRMAN DIRECTOR DIRECTOR DIRECTOR OFFICER, DIRECTOR SECRETARY GEOLOGY Charter
Slide 6: Coda is undervalued on an EV/Resource basis compared to its peers
Coda is undervalued on an EV/Resource basis compared to its peers 400 EV/Resource multiple indicates the $ value per tonne of JORC compliant resource 350 334 *Excludes all potential future resources at Emmie Bluff 300 268 250 173 200 126 150 91 73 100 65 25 50 0 Caravel Minerals Coda Minerals* Aeon
Slide 7: Copper Fundamentals
Copper Fundamentals “GFC history suggests copper will go on a colossal bull run in 2021.” – Stockhead, Dec 2020 $10,000 $10 ,000 $9,272 $8,936 $9,000 $9,0 00 Copper prices are now at seven-year highs, driven by China’s post- $8,358 $8,000 pandemic infrastructure drive and a forecast structural suppl
Slide 8: Copper Connects
Copper Connects The three most important growth sectors that will drive demand for copper are electric vehicles, renewable electricity generation and the construction sector as countries start rebuilding their economies. ELECTRIC VEHICLES Wind farms contain between 1.8 to 6.8 thousand tonnes of copp
Slide 9: Copper Connects
Copper Connects The volume of copper from smart city technologies is predicted to double from 2.7Mt in 2019 to 4.8Mt in 2025. CONSTRUCTION Global middle class is expected to grow to 5.6B by 2030, creating significant demand for buildings and infrastructure. Increasing urban population combined with
Slide 10: Coda Minerals: Value Proposition
Coda Minerals: Value Proposition Exploration strategy focused on delivering rapid Resource growth Existing resources and low risk supplemental tonnes EXISTING • Existing MG14 and Windabout Indicated Mineral Resources contain 280,000t of CuEq at the historic Mt Gunson mining centre RESOURCES • $6.1 m
Slide 11: Near Term Resource Uplift Imminent
Near Term Resource Uplift Imminent Coda is currently drilling the Emmie Bluff Exploration Target (46-77 Mt (June 2019)), targeting Resource mid-2021 EXISTING MINERAL RESOURCES (JORC 2012 Indicated) 0.5% CuEq. cut-off Category Mt Cu% Co% Ag g/t CuEq% Windabout 1,2 Indicated 17.67 0.77 0.05 8 1.41 SAE
Slide 12: Testing Coda's Known World-Class IOCG Targets
Testing Coda’s Known World-Class IOCG Targets Geophysical interpretation provides short-term, high priority targets at Emmie Bluff Deeps and Elaine. ELAINE Olympic Dam EMMIE BLUFF DEEPS 114km NNW Elaine prospect identified as the highest Oak Dam West Establishes IOCG system, priority IOCG target on
Slide 13: Exploration and Resource Expansion
Exploration and Resource Expansion Elizabeth Creek tenure host multiple exploration targets for resource expansion including Zambian-style shale hosted copper resources and IOCG prospects. EMMIE BLUFF ELIZABETH NORTH ZAMBIAN STYLE TARGET IOCG TARGET Drilling currently underway, seeking Advanced targ
Slide 14: Why Invest in Coda? Summary
Why Invest in Coda? Summary Exploration strategy focused on delivering rapid shareholder returns. SIGNIFICANT EXPLORATION EXISTING • 280,00 CuEq at MG14 and Windabout • $6.1 million in sunk exploration expenditure POTENTIAL RESOURCES • Emmie Bluff Mineralised Exploration Target EXISTING RESOURCES cu
Slide 15: Appendices
Appendices Copper & Future Minerals
Slide 16: Appendix A: Statements
Appendix A: Statements Mineral Resources & Competent Person Statement Mineral Resources and Exploration Targets 1. MG14 Indicated Mineral Resource: The information is extracted from the report entitled "Mt Gunson Copper-Cobalt Project Update" created on 19 January 2018 and is available to view on ht
Slide 17: Appendix B: Board and Management Extended Bio
Appendix B: Board and Management Extended Bio Keith Jones BBus, FCA, FAICD, FFin Non-Executive Chairman Mr Jones is an experienced public company Chairman with a background of over 40 years professional experience providing advisory and consulting services to the mining and resources sector. Mr Jone
Slide 18: Appendix B: Board and Management Extended Bio
Appendix B: Board and Management Extended Bio Zhu Changjiang Bachelor of Mining Mechanical Engineering Non-Executive Director Mr Zhu is an experienced mining engineer. Mr Zhu has been with Ansteel since 1987 and is now the CEO of Karara Mining Limited (a wholly owned subsidiary of Ansteel). He joine
Slide 19: Appendix B: Board and Management Extended Bio
Appendix B: Board and Management Extended Bio Chris Stevens BA (Hons), MA (Oxon), MSc, GAICD Chief Executive Officer, Director Mr Stevens is an experienced resources executive and mineral economist who, prior to joining Coda Minerals, held the role of CEO at Gindalbie Metals and was instrumental in
Slide 20: Appendix C: Resources Technical Summary
Appendix C: Resources Technical Summary Simmens Quartzite Blocky meta- sandstone, cream coloured. Corraberra Sandstone Red-brown silty Target Mineralogy sandstones and flaggy, micaceous • The project’s existing resources and its drill-ready Exploration siltstones. Target at Emmie Bluff all exhibit a
Slide 21: Appendix D: Farm in and Joint Venture
Appendix D: Farm in and Joint Venture Coda is farming-in to the Elizabeth Creek project and increasing its ownership through exploration expenditure. In Progress Free Carry Spend to Date: $5.7M Option 1: 70% ownership, no option exercise, Spend: $8.62M Option 2: 75% ownership, exercise option, 5% fo
Slide 22: Jason Peterson
Jason Peterson CPS Capital Lvl45, 108 St George’s Terrace Perth WA 6000 08 9223 2222 coda@cpscapital.com.au 6 Altona Street West Perth WA 6005 08 6270 6331 info@codaminerals.com
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