Cobalt Blue Holdings Ltd. · ASX:COB
Cobalt Blue — Diggers and Dealers 2019
25 slides from Cobalt Blue's conference presentation, Aug 5, 2019
Slide 1: Company Presentation August 2019
August 2019 Company Presentation For personal use only ASX: COB
Slide 2: Sections
Sections For personal use only Section 1: Cobalt Blue 3 Section 2: Broken Hill Cobalt Project 8 Section 3: Beyond Broken Hill 19 Section 4: Cobalt Market 21 2
Slide 3: Section 1: Cobalt Blue Holdings Ltd
Section 1: Cobalt Blue Holdings Ltd For personal use only 3
Slide 4: Investment Highlights & Achievements
Investment Highlights & Achievements ASX listed primary cobalt exploration and development company For personal use only Established commercial partnerships Advanced processing technology Value added cobalt sulphate production Significant defined Resources and Reserves June 19 Resilient
Slide 5: Cobalt Blue Holdings Ltd – ASX listed
Cobalt Blue Holdings Ltd – ASX listed For personal use only ASX: COB ASX listed primary cobalt exploration and development company Commodities: Cobalt and Sulphur Capital Structure: Ordinary Shares at 01/08/2019: 149.9m Options (ASX Code: COBO): 29.6m Market Cap (undiluted): $18.0m Share P
Slide 6: The Cobalt Blue Team
The Cobalt Blue 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). Numerou
Slide 7: Strategy and Partnerships
Strategy and Partnerships For personal use only Cobalt ~25-35% payable Cobalt ~90-110% payable Traditional Cobalt Mine Model Cobalt Blue Strategy 7
Slide 8: Section 2: Broken Hill Cobalt Project
Section 2: Broken Hill Cobalt Project For personal use only 8
Slide 9: Location – Water, Rail, Power, People
Location – Water, Rail, Power, People For personal use only 9
Slide 10: Mineral Resource – Released 4th April 2019
Mineral Resource – Released 4th April 2019 For personal use only (CoEq = Co ppm + S % * 22.235). Data is reported to significant figures to reflect appropriate precision and may not sum precisely due to rounding. Source: Cobalt Blue Holdings Ltd These estimates of Mineral Resources were first announ
Slide 11: Significant Defined Resources since 2017
Significant Defined Resources since 2017 For personal use only 11
Slide 12: Maiden Ore Reserve and PFS Site Layout
Maiden Ore Reserve and PFS Site Layout For personal use only These Ore Reserves and production target were first announced in ASX announcement ‘Thackaringa Cobalt Project Pre-Feasibility Study’ on 4 July 2018. The Company is not aware of any new information or data that materially affects the inform
Slide 13: Cobalt Sulphate Production Flowsheet
Cobalt Sulphate Production Flowsheet For personal use only 13
Slide 14: Concentrate Circuit Pilot Trial – June 2019
Concentrate Circuit Pilot Trial – June 2019 For personal use only 14
Slide 15: Metallurgical Process Testwork
Metallurgical Process Testwork For personal use only Progressive increase in scale of testwork, growing confidence in commercial application of minerals processing technology Study Level Period Concentrate Circuit Pyrolysis Circuit Leaching/Purification Scoping Study FY2017 20-30 kg Lab scale 1 kg L
Slide 16: PFS Estimates – resilient C1 cash costs
PFS Estimates – resilient C1 cash costs For personal use only 2018 16
Slide 17: Post PFS – Options Studies FY19-20
Post PFS – Options Studies FY19-20 For personal use only Target 20+ year mine life, through exploration and growth of mineral resources Metallurgical pilot plant trials on 90 t of ore samples to produce cobalt sulphate and elemental sulphur for market assessment Evaluation of power demand and
Slide 18: Section 3: Beyond Broken Hill
Section 3: Beyond Broken Hill For personal use only 18
Slide 19: Process Technology - Project Evaluation
Process Technology - Project Evaluation For personal use only Testwork co-operation agreement signed with GEMC: Global Energy Metals Corporation (GEMC) has recently acquired the Millennium Co-Cu-Au Deposit near Mount Isa, Australia COB plans to test the applicability of its proprietary minerals
Slide 20: Australian Critical Minerals
Australian Critical Minerals For personal use only Participating with Australian industry and researchers to develop processing pathways for refined battery raw materials Application for grant from CRC-Project Program Round 7 COB led consortium for pilot scale optimisation of the recovery of cobal
Slide 21: Section 4: Cobalt Market Evolution
Section 4: Cobalt Market Evolution For personal use only 21
Slide 22: Long-term cobalt market deficit looming
Long-term cobalt market deficit looming For personal use only Strong fundamentals, underpinned by EV adoption 22
Slide 23: Cobalt in EV batteries
Cobalt in EV batteries For personal use only Cobalt is critical to lithium ion battery safety and performance 23
Slide 24: Disclaimer
Disclaimer For personal use only DISCLAIMER 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 contai
Slide 25: Competent Persons Statement
Competent Persons Statement For personal use only COMPETENT PERSONS STATEMENT The information in this report that relates to Exploration Targets, Exploration Results, and Mineral Resources is based on information compiled by Mr Peter Buckley, a Competent Person who is a Member of The Australian Inst