Acdc Metals Ltd · ASX:ADC
Acdc Metals — RIU Explorers Conference 2024
24 slides from Acdc Metals's conference presentation, Feb 14, 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 Explorers Conference | February 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: Why ACDC Metals?
Why 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 Hitting our milestones and
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 (9 Feb 2024) $0.061 Medallion Resources (TSXV:MDL) Consolidated & Market Capitalisation $4.56 M Institutional 8% Cash (Q4 2023) $4.9 M 7% 63% Debt
Slide 7: Mineral Sands are naturally formed deposits rich in heavy minerals and rare earths
For personal use only Mineral Sands are naturally formed deposits, that are rich in heavy minerals and rare earth metals 7 ACDC Metals Presentation | February 2024
Slide 8: What are Mineral Sands
For personal use only What are Mineral Sands Zircon Titanium Minerals Monazite Xenotime One mine. Thousands of products Source: Minerals Council of Australia 2500 Zircon (premium and Monazite TREO - 60% US$/t Weighted average 2000 standard) 15 1500 Monazite $/kg Zircon (all products) 10 1000 500 5 R
Slide 9: ACDC Metals Strategy: Mine to Magnet
ACDC Metals Strategy: Mine to Magnet Option: Import 3rd Party Monazite Concentrate. For personal use only ACDC Victorian HMS Rare Earth and REE Projects Processing Plant Monazite Conc. REE Cracking / Separation Metallization & Magnet dissolution Alloying Manufacture Exploration and Mining, Beneficia
Slide 10: 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 • Projects all close to current or historic mineral sands operations • Clear access and wide roadside verges for low impact exploration • Over 15
Slide 11: Goschen Central Project – Maiden Resource
Goschen Central Project – Maiden Resource 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; key m
Slide 12: 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 13: Goschen Central Project
Goschen Central Project ✓ Scoping Study underway – targeting Q1 2024 Contributing consultants ✓ Multi-decade operation Testwork / Process & For personal use only Infrastructure Engineering ✓ Target high grade ore in early years of operation to maximise project economics. Environmental ✓ Include all
Slide 14: Rare Earths Processing Plant Project
Rare Earths Processing Plant Project ✓ Scoping Study underway – targeting Q1 2024 ✓ Benefit of past 6 years of testwork For personal use only ✓ Vertically integrated with Goschen Central project or merchant operation ✓ Nameplate capacity over 3,500 tonnes of mixed rare earth oxide ✓ Strong ESG advan
Slide 15: Work Plan for CY2024
Work Plan for CY2024 Q1 Q2 Q3 Q4 For personal use only Drill Program: Goschen Central / North Watchem / Douglas Assay Results Goschen Central JORC resource update Scoping Studies complete Scoping Studies for Mineral Sands Plant & Rare earth Processing Plant Pilot Plant @ Mineral Technologies Pre-Val
Slide 16: Investment Summary
Investment Summary Corporate ✓ Strong team with history of project development For personal use only ✓ Cash balance of $4.9m to execute plan Execution ✓ Over 15,500 metres of Air core drilling complete ✓ Maiden JORC resource complete at Goschen central ✓ Concept studies commenced and scheduled for c
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 | February 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 | February 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
Slide 22: Key Rare Earths
Key Rare Earths Hybrid and electric cars... will increasingly drive demand for rare earths metals. Bloomberg For personal use only New Energy Finance estimates EVs will account for 2 per cent magnetic rare earth elements of the market by 2020, 8 per cent by 2025 and 20 per cent by 2030. Wind turbine
Slide 23: The REE Opportunity
The REE Opportunity • REE supply and demand deficit emerging to support the energy transition • China dominates the REE sector, over 80% of downstream processing1 For personal use only • Desire by government & public to reduce the reliance on Chinese supply chain NdPr Supply & Demand • Australia 120
Slide 24: Murray Basin
Murray Basin • The Murray Basin formed by the inland sea 50 - 60Million years ago For personal use only • Active area of operations and exploration and development • Some selected projects shown 24 ACDC Metals Presentation | February 2024