Acdc Metals Ltd · ASX:ADC
Acdc Metals — RIU Sydney Resources Round-up 2024
21 slides from Acdc Metals's conference presentation, May 7, 2024
Slide 1: Powering the Future with Innovative Mine-to-Market Solutions
For personal use only ASX: ADC Powering the Future with Innovative Mine-to-Market Solutions RIU Sydney Resources Round-up | May 2024
Slide 2: Important Information and Disclaimer
Important Information and Disclaimer Disclaimer: The material in this presentation has been prepared by ACDC Metals Ltd (“Company”). This presentation may not be reproduced, redistributed or passed on, directly or indirectly, to any other person, or published, in whole or in part, for any purpose wi
Slide 3: ACDC Corporate Strategy
For personal use only ACDC Corporate Strategy Building a mine-to-market critical metals company with heavy mineral sand (HMS) assets and proprietary rare earth element (REE) processing technology. Secure supply of critical metals is essential for the energy transition. Through an innovative business
Slide 4: ACDC Metals
ACDC Metals Exposure to Energy transition and the demand for critical minerals ✓ Markets are demanding, and governments are supporting, rare earth supply chain development outside of China For personal use only ✓ Rare earth market forecast for continual growth to 2030 History ✓ Listed in January 202
Slide 5: Experienced Board & Management Team
For personal use only Experienced Board & Management Team Tom Davidson Andrew Shearer Mark Saxon Chief Executive Officer Non-Executive Director and Chair Executive Director Engineer & Development Geologist & Corporate Geologist & Corporate Ivan Fairhall Richard Boyce Kent Balas Andrew Draffin Non-Ex
Slide 6: Corporate Structure
Corporate Structure ACDC Share Register Capital Structure Vendors For personal use only Shares on issue 72,305,130 22% Management & Directors Share price (3 May 2024) $0.065 Medallion Resources (TSXV:MDL) Consolidated & Market Capitalisation $4.7 M Institutional 8% Cash (Q1 2024) $4.15 M 7% 63% Debt
Slide 7: What are Mineral Sands
For personal use only What are Mineral Sands Zircon Titanium Minerals Monazite Xenotime One mine. Thousands of products Source: Minerals Council of Australia 2500 Zircon (premium and Monazite TREO ~ 60% US$/t Weighted average 2000 standard) 15 1500 Monazite $/kg Zircon (all products) 10 1000 500 5 R
Slide 8: ACDC Metals Strategy: Mine to Magnet
ACDC Metals Strategy: Mine to Magnet Phase 1 Heavy Mineral For personal use only Concentrate (HMC) Heavy Mineral Sand & Rare Earth Element Projects To Rare Earth Mineral Existing Concentrate (REMC) Markets Rare Earth Mining, Beneficiation Processing Mixed Rare to Concentrate Plant Earth Oxide (MREO)
Slide 9: Mineral Sands Projects
Mineral Sands Projects • Mineral sands assets all located in western Victoria on the edge of the Murray Basin mineral sands district. For personal use only • All projects well located with supporting infrastructure; rail, road, power and water. • Exploration friendly region. • Over 21,500 metres dri
Slide 10: Goschen Central Project – Mineral Resource
Goschen Central Project – Mineral Resource 2023 Results • 628Mt @ 1.9% THM (total heavy mineral) For personal use only • ‘Indicated’ 130Mt @ 2.0% THM • ‘Inferred’ 498Mt @ 1.9% THM • ~21% of Total rare earth oxide (TREO) is made up of valuable Magnet rare earth oxide (MREO) • High mineral assemblage;
Slide 11: Goschen Central Project compares well against peers
Goschen Central Project compares well against peers Mineral Assemblage of Resources 35 For personal use only Results 30 • Key minerals of focus: 25 • Zircon 20 • Monazite • Xenotime % 15 • High assemblage of 10 magnet rare earth oxides 5 • Pr 4.1% 0 • Nd 14.6% Grade HM% Zircon TREO % of HM Monazite
Slide 12: Goschen Central Project – Scoping Study
Goschen Central Project – Scoping Study Contributing consultants • Scoping Study nearing completion Testwork / Process & For personal use only Infrastructure Engineering • Low impact mining – no drill and blast Environmental • Two phase approach: • Phase 1 delivers Heavy mineral concentrate (HMC) an
Slide 13: Rare Earths Processing Plant Project
Rare Earths Processing Plant Project • Scoping Study nearing completion • Vertically integrated with Goschen Central project and supplementary supply for For personal use only 3rd party. • Rare earth mineral concentrate (REMC) feedstock to producing mixed rare earth oxide (MREO). • Strong ESG advant
Slide 14: Douglas Project
Douglas Project • High grades up to 18% total heavy minerals (THM) intersected. • Mineralised thickness of up to 33m from shallow depth. For personal use only • Comparable grades and thickness to the nearby Bondi strandline system which was mined by Iluka Resources (approx. 20km) • Follow up drill c
Slide 15: Work Plan for CY2024
Work Plan for CY2024 Q1 Q2 Q3 Q4 Follow up drilling @ Douglas & North Watchem For personal use only Drill Program: Goschen Central / North Watchem / Douglas Assay Results Goschen Central JORC resource update Scoping Studies complete for Scoping Studies Mineral Sands Plant & Rare earth Processing Pla
Slide 16: Investment Summary
Investment Summary Corporate ✓ Strong team with history of project development For personal use only ✓ Cash balance of $4.15m to execute plan Execution ✓ Over 21,500 metres of Air core drilling complete ✓ Maiden JORC resource complete at Goschen central ✓ Concept studies nearing completion Business
Slide 17: Contact
For personal use only Contact Tom Davidson ACDC Metals Ltd tom.davidson@acdcmetals.com.au ACN 654 049 699 Chief Executive Officer Level 6, 111 Collins Street Melbourne VIC 3000 Mark Saxon W www.acdcmetals.com.au mark.saxon@acdcmetals.com.au Executive Director Share Registry* Andrew Shearer Automic P
Slide 18: Appendix A: Peer Comparison data
Appendix A Peer Comparison data For personal use only 18 ACDC Metals Presentation | May 2024
Slide 19: Peer comparison data
Peer comparison data Mineral Assemblage % of HM Grade HM% Rutile Leucoxene Ilmenite Zircon Monazite Xenotime TREO For personal use only ACDC Metals Ltd Inferred 1.9 8.6 13 23 24 3.5 0.42 3.0 Indicated 2.0 9.2 10 22 24 3.7 0.44 3.0 Astron Ltd Inferred 4.7 9 17 33 18 2.0 - NA Indicated 4.5 8 18 31 17
Slide 20: Appendix B: JORC Tables
Appendix B JORC Tables For personal use only 20 ACDC Metals Presentation | May 2024
Slide 21: Company Mineral Resource
Company Mineral Resource 628Mt Goschen Central Project Mineral Resource Estimate % of total HM For personal use only Classification Tonnes (Mt) Total HM % Slimes % Oversize % Mineral Assemblage Rutile Leucoxene Ilmenite Zircon Monazite Xenotime Indicated 130 2.0 19 4.1 9.2 10 22 24 3.7 0.42 Inferred