Coda Minerals Ltd · ASX:COD
Coda Minerals — Investor Presentation (August 2022)
23 slides from Coda Minerals's investor presentation, Aug 18, 2022
Slide 1: The New Copper Growth Story on ASX
ASX COD For personal use only The New Copper Growth Story on ASX Investor Presentation August 2022
Slide 2: Important Notices
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 estimates as
Slide 3: Rare Investment Opportunity
RARE INVESTMENT OPPORTUNITY OLYMPIC DAM - BHP 114KM NN ASX COD ROXBY DOWNS STRATEGIC FOCUS OAK DAM WEST - BHP For personal use only • Discovering and proving up copper resources, an 16KM NE essential metal for a low carbon future WOOMERA CARRAPATEENA - OZ MINERALS • Major source of ethical, Australi
Slide 4: Corporate Structure
CORPORATE STRUCTURE ASX COD TOP 5 SHAREHOLDERS (as of 6 June 2022) COD 6,000,000 For personal use only ANGANG GROUP HONG KONG (HOLDINGS) LIMITED ASX Code Options on Issue CITICORP NOMINEES PTY LTD (exercise price $0.2145) 9.56% 6.20% 5.71% MR KEITH FRANCIS JONES & MRS JENNIFER JONES $0.435 $54M CS T
Slide 5: Shaw & Partners Research
SHAW & PARTNERS RESEARCH ASX COD $0.90 per share For personal use only Shaw & Partners Current “Buy” rating Shaw Valuation - Peer average for ASX copper explorers A$140/t, - Coda currently at A$26/t ~ 81% discount to peers (primarily due to stage risk) - Shaw has a price target of A$70/t over next 7
Slide 6: Overview – Elizabeth Creek
OVERVIEW – ELIZABETH CREEK OCT 2020 ASX COD Coda lists on the ASX For personal use only ELIZABETH CREEK EMMIE BLUFF MAY 2021 EMMIE IOCG Sedimentary: Cu-Co IOCG & Resource drilling at Emmie • Established JORC Resources system starts • 1.1Mt of Contained CuEq Defined JUN 2021 • Scoping study expected
Slide 7: Overview – Cameron River
OVERVIEW – CAMERON RIVER ASX COD MAR 2021 Coda acquires rights to Cameron River For personal use only Project CENTURY • Numerous exploration NCZ targets identified ASX Zn, Pb, Ag STAGE • Maiden drill program SEP 2021 Geochemical surface sampling defined COMMODITIES commencing 23 August new explorati
Slide 8: Emmie System
For personal use only Emmie System Sedimentary Copper-Cobalt and IOCG Copper-Gold in a large, synergistic copper rich system.
Slide 9: The Emmie System
THE EMMIE SYSTEM ASX COD For personal use only EMMIE SYSTEM EMMIE IOCG EMMIE BLUFF Large-scale, early stage copper-gold deposit approximately 400m JORC 2012 Resource 43Mt@1.84% CuEq below Emmie Bluff. Sediment hosted Copper-Cobalt, approximately 400m deep. “The representation of the mineralisation a
Slide 10: Emmie Bluff – Flagship Deposit
EMMIE BLUFF – FLAGSHIP DEPOSIT 800kt CuEq ASX COD For personal use only Isometric west view of Emmie Bluff upper Tapley lode (5 times vertical exaggeration) EXCEPTIONAL MINERALOGICAL CHARACTERISTICS STANDOUT 43MT MAIDEN Cu-Co RESOURCE • Cobalt form is Carrolite Maiden Mineral Resource of 43Mt @ 1.3%
Slide 11: Advanced Indicated Resources
ADVANCED INDICATED RESOURCES ASX COD For personal use only 1,100,000t of Contained Copper Equivalent EMMIE BLUFF Across 3 JORC2012 deposits, 1 underground, 2 open pit. Mining Studies well Advanced Initial Flowsheet design Complete WINDABOUT Scoping Study advancing on time and budget Expected Oct
Slide 12: Emmie Bluff Integrated Scoping Study
EMMIE BLUFF INTEGRATED SCOPING STUDY ASX COD Material progress has been made on the Scoping Study with many inputs now complete or close to completion For personal use only 100% 90% GEOLOGY ENVIRONMENTAL 80% 80% MINING STUDY TAILINGS Estimated mid SCOPING H2 2022 STUDY 95% 95% MET & POWER & PROCESSI
Slide 13: Exploration Model at Emmie IOCG
EXPLORATION MODEL AT EMMIE IOCG ASX COD For personal use only 700m 900m Conduit II BORNITE DOMINATED 803m 27m @ 2.0% Cu, 0.29 g/t Au EBD3W2 69m BEST DRILL RESULTS Conduit I CHALCOPYRITE DOMINATED 912m 42m @ 1.2% Cu, 0.28 g/t Au Conduit III BORNITE DOMINATED 10m 814m 10m @ 2.9% Cu, 0.39 g/t Au EBD3W2
Slide 14: IOCG Geophysics
IOCG GEOPHYSICS ASX COD Advanced passive seismic technique applicable to IOCG and shale hosted exploration at Emmie System For personal use only Acoustic Noise Tomography (ANT) ANT is a technique that uses pervasive seismic noise to visualise a three-dimensional subsurface shear wave velocity model.
Slide 15: Broader IOCG Potential
BROADER IOCG POTENTIAL ASX COD Priority Focus - Emmie IOCG For personal use only Ongoing drilling to extend and grow the Emmie IOCG mineralised footprint. Additional Opportunities - Elaine Enormous, significantly underexplored gravity anomaly with unexplained low grade copper. Further drilling requi
Slide 16: Cameron River
For personal use only Cameron River Hydrothermal copper-gold deposits
Slide 17: Queensland – Cameron River Project
QUEENSLAND – CAMERON RIVER PROJECT ASX COD Coda is earning up to 80% ownership of the Cameron River Copper-Gold Project through low-risk, staged For personal use only expenditure. Drill Ready Targets Recent and historical geophysics and geochemistry provide extensive evidence of CENTURY NCZ prospect
Slide 18: Copper Weed and Rebound
COPPER WEED AND REBOUND ASX COD IP survey results shows promising chargeability and conductivity anomalies, including coincident dipole-dipole and For personal use only rock chip results on the mineralised Rebound and Copper Weed trends. BINGO REBOUND BLUEY COPPER WEED CLIFFORD GAIP Results - Charge
Slide 19: Why Invest in Coda
ASX COD WHY INVEST IN CODA For personal use only FUTURE ALIGNED MINERALS STRONG FOUNDATIONS 1.1MT OF CuEq PROVEN SUCCESS ENVIRONMENTAL HIGHLY EXPERIENCED SCOPING STUDY COMMITMENT TO COMMITMENT BOARD IMMINENT EXPLORATION NEWS FLOW H1 2022 H2 2022 EMMIE IOCG • High reward exploration in a Emmie IOCG G
Slide 20: Appendices
For personal use only Appendices
Slide 21: Appendix A: Board of Directors & Senior Management
APPENDIX A: BOARD OF DIRECTORS & SENIOR MANAGEMENT ASX COD For personal use only Keith Jones Chris Stevens NON-EXECUTIVE CHAIR CHIEF EXECUTIVE OFFICER, DIRECTOR Chartered Accountant and senior mining industry leader with over 40 years of Mineral economist, feasibility and project valuation specialis
Slide 22: Appendix B: Statements
APPENDIX B: STATEMENTS ASX COD Mineral Resources & Competent Person Statement For personal use only 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
Slide 23: For personal use only
For personal use only 6 Altona Street West Perth WA 6005 08 6270 6331 info@codaminerals.com