Cobalt Blue Holdings Ltd. · ASX:COB
Cobalt Blue — AMEC Pitch and Pinot and RIU Investor Roadshow 2026
17 slides from Cobalt Blue's conference presentation, Aug 24, 2026
Slide 1: Corporate presentation – AMEC Pitch and Pinot & RIU Resources Investor Roadshow
24 August 2026 ASX Announcement ASX: COB | OTC: CBBHF Corporate presentation – AMEC Pitch and Pinot, & RIU Resources Investor Roadshow Cobalt Blue Holdings Limited (ASX: COB | OTC: CBBHF) CEO, Dr Andrew Tong will present at the AMEC Pitch and Pinot event in Melbourne on Monday 24 August 2026, and th
Slide 2: Refining Australia's Critical Minerals Advantage
For personal use only ASX: COB | OTC: CBBHF Refining Australia's Critical Minerals Advantage August 2026
Slide 3: Cobalt Blue Targets and Advantage
Cobalt Blue Targets ▪ Develop an Australian integrated supply chain for cobalt. Targeting first production from Kwinana Refinery in 2028, and feeder supply from For personal use only Broken Hill Cobalt Project thereafter. ▪ Evaluating growth opportunities • Consortium with Glomar Minerals to develop
Slide 4: An integrated minerals processing platform
An integrated minerals processing platform Kwinana Cobalt Australian Broken Hill Cobalt Refinery feed supply Project For personal use only Australia’s first refinery for Australia's largest undeveloped Minerals processing cobalt sulphate and metal primary cobalt resource technology developed at BHTC
Slide 5: Cobalt Blue 2026 Investment Summary
Cobalt Blue 2026 Investment Summary Asset Key catalyst Significance Australian Integrated Cobalt Supply Capital Structure For personal use only As at market close 21 August 2026 Kwinana Cobalt Ordinary Shares 587.5m Offtake agreements Unlocks funding and FID Refinery Performance Rights 5.3m Options
Slide 6: Cobalt Demand - Electrification & Defence
Cobalt Demand - Electrification & Defence 7% CAGR demand growth to 2030, with the market reaching 400kt by the early 2030s For personal use only 2025 Consumption Source: Cobalt Institute Industrial 8% EVs 46% Portables 30% Superalloys 14% Magnets 2% 100% of top-10 EV models in the US 51% of US cobal
Slide 7: Cobalt Supply Managed to Support Price
Cobalt Supply Managed to Support Price ▪ The DRC produces ~75% of the world's mined cobalt. Refining capacity is meaningless without access to DRC feedstock ▪ DRC export volumes are policy-controlled: the 2026/27 quota is set at 96 Kt, less than 50% of 2024 output For personal use only ▪ The quota i
Slide 8: Kwinana Cobalt Refinery
Kwinana Cobalt Refinery Australia’s first cobalt refinery For personal use only Investment ready ✓ Project partner: Iwatani 30% / 70% COB* ✓ Glencore feedstock contract executed ✓ Final engineering design ~90% done (Tetra Tech) ✓ Flowsheet fully piloted, samples available ✓ Permits granted from WA S
Slide 9: Kwinana Cobalt Refinery Feed Strategy
Kwinana Cobalt Refinery Feed Strategy ONLY ESG approved & Traceable, in conformance with RMI Standards For personal use only Cobalt Sulphate Hydroxide Stage 1 Glencore DRC contract 3,000 tpa* By-products Ni + Cu industry Secondaries Battery black mass Cobalt Metal Rounds Stage 2 Hydroxide 6,000 tpa*
Slide 10: Broken Hill Technology Centre
Broken Hill Technology Centre A$15m+ investment, for de-risking project development and minerals processing technology Capability and Purpose For personal use only ✓ Bench-scale to integrated pilot/demonstration plant circuits ✓ Feed handling, kiln, leaching, solvent extraction, crystallisation, fil
Slide 11: Broken Hill Cobalt Project
2023-24 Mine Portal for Bulk Sample Broken Hill Cobalt Project Ancillary infrastructure Largest undeveloped primary cobalt resource ▪ Power, water, rail and road connections to existing networks in Australia, capable of providing enough (onsite renewable power generation also being considered). coba
Slide 12: Consortium with Glomar Minerals – Project Infinity
Consortium with Glomar Minerals Project Infinity Aiming to develop a manganese-cobalt refinery in the US For personal use only Glomar Minerals ✓ Unlocking mid-stream for polymetallic nodules ✓ Target 200,000 tpa* plant in USA, by end 2028 ✓ US supply chain resilience, for batteries and defence Cobal
Slide 13: Halls Creek Project
Halls Creek Project Exciting small-scale copper-silver-zinc project For personal use only Status ▪ 2025 Scoping Study: 10.5-year LOM, attractive C1 costs, estimated pre-tax NPV ~A$172m & IRR ~28%.* ▪ 250 km² tenement in WA’s Kimberley region ▪ Two major deposits**: Indicated Inferred Cu Zn Ag Sandie
Slide 14: Compliance Statements
Compliance Statements Information included in this presentation is, in part, extracted from reports available via Assumption Input https://www.cobaltblueholdings.com and referenced in the following Compliance For personal use only Statements. Cobalt Price US$60,186/t (AU$85,980) The Company confirms
Slide 15: Compliance Statements
Compliance Statements Classification Tonnes (Mt) CoEq (ppm) Co (ppm) S (%) Ni (ppm) Contained Co (kt) Contained S (kt) Contained Ni (kt) Pyrite Hill For personal use only Measured 18.0 1,273 1,020 10.8 189 18.3 1,935 3.4 Indicated 8.7 889 703 8.0 137 6.1 693 1.2 Inferred 7.2 1,188 946 10.3 181 6.8 7
Slide 16: Compliance Statements
Compliance Statements Slide 12: The information related to the Halls Creek Earn-In Agreement is extracted from Mineral Resource estimate for the Onedin deposit detailed ASX Announcement released on 18 February 2025 titled ‘COB Diversifies – Major Copper classification Project Earn in. The informatio
Slide 17: Important Notice & Disclaimer
Important Notice & Disclaimer The following notice and disclaimer apply to this investor presentation (Presentation). Forward-looking statements and forecasts You are, therefore advised to read this carefully before reading or making any other use This Presentation contains certain “forward-looking
Cobalt Blue Holdings — AMEC Pitch and Pinot and RIU Investor Roadshow 2026 on 6ix