Cobalt Blue Holdings Ltd. · ASX:COB
Cobalt Blue — Corporate Update (December 2022)
15 slides from Cobalt Blue's corporate update, Dec 15, 2022
Slide 1: Live Webinar - Presentation (ASX announcement)
Cobalt Blue Holdings Limited ABN 90 614 466 607 Level 17, 100 Miller Street, North Sydney, NSW 2060 www.cobaltblueholdings.com Facebook: www.facebook.com/Cobalt.Blue.Energy/ LinkedIn: www.linkedin.com/company/cobalt-blue-holdings For personal use only 15 December 2022 Company Announcements Office Au
Slide 2: Investor Webinar
15 December 2022 For personal use only Investor Webinar
Slide 3: Recent Key Milestones
Recent Key Milestones For personal use only 1. Capit al raise : Place me nt and share holde r e nt it le me nt raise d A$22m. 2. De mo nst rat io n Plant updat e : Unde rground mining and conce nt rat e proce ssing comple t e . First large scale MHP e xpe ct e d short ly. 3. De finit ive Fe asibilit
Slide 4: Cobalt Prices: Supply outpacing demand
Cobalt Prices: Supply outpacing demand For personal use only A supply CAGR (2021–23) of 10% vs demand at 7% is pre ssuring ne ar-t e rm price s. This imbalance is e xpe ct e d t o shift from 2024. ASX: COB 3 Source: S&P Global Commodity Insights, Cobalt Blue Holdings Limited
Slide 5: Demonstration Plant Update: Pyrite Hill
Demonstration Plant Update: Pyrite Hill For personal use only Underground mining has been completed with ~5,000t of ore extracted. ASX: COB 4 Source: Cobalt Blue Holdings Limited
Slide 6: Demonstration Plant Update: Pyrite Hill
Demonstration Plant Update: Pyrite Hill For personal use only Crushing and screening of ore successfully completed. ASX: COB 5 Source: Cobalt Blue Holdings Limited
Slide 7: Demonstration Plant Update: Pyrite Hill
Demonstration Plant Update: Pyrite Hill For personal use only Over 600 t of pyrite concentrate was succe ssfully produce d and is now re ady for proce ssing t hrough t he De monst rat ion Plant in Broke n Hill. ASX: COB 6 Source: Cobalt Blue Holdings Limited
Slide 8: Demonstration Plant Update: Pyrite Hill
Demonstration Plant Update: Pyrite Hill For personal use only A consistent grade of concentrate was produce d be t we e n 4000–5000 ppm from ore grade s varying from 600 ppm t o 1300 ppm. ASX: COB 7 Source: Cobalt Blue Holdings Limited
Slide 9: Demonstration Plant Update: Processing
Demonstration Plant Update: Processing For personal use only Concentrate will be further processed including pyrolysis, leaching and product recovery circuits, producing both Mixed Hydroxide Precipitate (MHP) and cobalt sulphate. ASX: COB 8 Source: Cobalt Blue Holdings Limited
Slide 10: Commercial Negotiations
Commercial Negotiations For personal use only Europe Asia Nort h Ame rica ASX: COB 9 Source: Cobalt Blue Holdings Limited
Slide 11: BHCP: Timeline on track
BHCP: Timeline on track For personal use only ASX: COB 10 Source: Cobalt Blue Holdings Limited
Slide 12: US: Inflation Reduction Act (IRA) 2022
US: Inflation Reduction Act (IRA) 2022 For personal use only Invests US$369bn inenergy security, climate change programs and clean technologies over the next 10 years to help the US meet its climate goals. Key IRA points: Rules of Origin: Consumer credit: $7,500 (2x $3,750) if Rules of The vehic
Slide 13: US: Inflation Reduction Act (IRA) 2022
US: Inflation Reduction Act (IRA) 2022 For personal use only Invests US$369bn inenergy security, climate change programs and clean technologies over the next 10 years to help the US meet its climate goals. Key Free Trade Agreement IRA-compliant cobalt sulphate supply availability greatly reduced fro
Slide 14: COB: Entering the global battery supply chain
COB: Entering the global battery supply chain For personal use only Global cobalt sulphate capacity, 2026 (Kt Co) Share of Share of Global Mine Global Mine Supply Reserves 2021 2021 DRC 68% 46% China 4% 1% Indonesia 5% 8% Australia 4% 18% Cuba 3% 7% Philippines 3% 3% Canada 3% 3% PNG 3% 1% Russia 4%
Slide 15: Disclaimer
Disclaimer For personal use only Overview This presentation (Presentation ) is issued byCobalt Blue Holdings Limited ACN 614 466 607 Company). ( Summary information While the information contained herein has been prepared in good faith, neither the Company nor any of its shareholders, directors, off
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