Cobalt Blue Holdings Ltd. · ASX:COB
Cobalt Blue — Investor Presentation (March 2017)
12 slides from Cobalt Blue's investor presentation, Mar 13, 2017
Slide 1: Investor Presentation March 2017
March 2017 For personal use only Investor Presentation COB : ASX
Slide 2: Cobalt – our increasing dependency
Cobalt – our increasing dependency For personal use only Consumer Electronics Technology Disruption Evolution of Superalloys SMART PHONE FIXED STORAGE 1958: Size = 5.5 Wh Size = 7 kWh BOEING 707 Cobalt: 6grams Cobalt: 3 kgs Cobalt: 15 kgs (*A$0.40) (*A$200) (*A$1,000) TABLET 1994: BATTERY ELECTRIC B
Slide 3: Cobalt Demand – the new energy revolution
Cobalt Demand – the new energy revolution For personal use only Share of raw materials’ end-use in batteries, 2015 The New Energy sector is disruptive, rapidly evolving, and delivering returns INCREASINGLY INVESTABLE: ▪ Cyclical winners and losers as the sector progresses. RAW MATERIALS: ▪ Cobalt is
Slide 4: Cobalt Demand – the new energy revolution
Cobalt Demand – the new energy revolution For personal use only Low supply + high demand growth = long-dated price strength DEMAND ▪ 9% CAGR to 2020 – EV battery demand initial driver, battery storage will prolong growth rates. SUPPLY ▪ 3% CAGR to 2020 – Cobalt prices have little influence on primar
Slide 5: Sources
Cobalt Sources For personal use only Source: CRU 4
Slide 6: Explorers/Developers - Resources
Cobalt Explorers/Developers - Resources For personal use only Source: Company Reports 4
Slide 7: Explorers/Developers - Valuation
Cobalt Explorers/Developers - Valuation For personal use only Source: Company Reports, Bloomberg 4
Slide 8: 2017 is shaping up to be a big year for Cobalt Blue
“2017 is shaping up to be a big year for Cobalt Blue” For personal use only 3,000 metres of diamond drilling completed shortly + 5,100 metres RC drilling in progress. = One of the largest cobalt exploration commitments on the ASX ASPIRATIONAL TARGET: Triple the current size of the Thackaringa cobalt
Slide 9: World Class Cobalt "Pure Play"
World Class Cobalt “Pure Play” For personal use only Location, Location, Location Industrial estate on outskirts of Broken Hill (population 30,000) with: ✓ large skilled human resource base, ✓ 220kVA power and mains water, ✓ 400km from Port Pirie by rail plus highway, 80% of waste removed with 5km o
Slide 10: Blue – fit for purpose vehicle
Cobalt Blue – fit for purpose vehicle For personal use only ✓ Tight Register (95 m shares) + $9.5m cash ✓ Pure cobalt metal focus – no nickel, copper, gold - Strongest leverage to cobalt amongst listed companies ✓ Sustainable, green cobalt – Australian based operations, large and clean orebody Share
Slide 11: The Cobalt Blue Management Team
The Cobalt Blue Management Team For personal use only “Extensive expertise in mineral exploration and mine development, investment management, corporate law and energy storage.” Independent Chairman – Robert Biancardi ▪ IBM, Citibank, Westpac and Evolution Healthcare senior management and Director ▪
Slide 12: Disclaimer
Disclaimer For personal use only The information contained in this confidential document (“Presentation”) has been prepared by Cobalt Blue Holdings (the “Company”). It has not been fully verified and is subject to material updating, revision and further amendment. While the information contained her
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