Cobalt Blue Holdings Ltd. · ASX:COB
Cobalt Blue — Diggers and Dealers 2018
20 slides from Cobalt Blue's conference presentation, Aug 1, 2018
Slide 1: Investor Presentation
Q3 2018 Investor Presentation COB : ASX
Slide 2: Cobalt Blue – Company Overview
Cobalt Blue – Company Overview The Thackaringa Cobalt Project Capital Structure Cobalt Blue Holdings Limited (COB) is a cobalt ASX Code: COB exploration/development company focussed on the Share Price (1 August 2018): $0.52 development of the Thackaringa Cobalt Project in New Shares: 116.1m South Wa
Slide 3: Li ion & Cobalt Cathodes – Strong EV Credentials
Li ion & Cobalt Cathodes – Strong EV Credentials • NMC/NCA: EV nickel-cobalt battery chemistries. • LFP/LMO: Cheaper battery chemistries. • Nickel-Metal Hydride: Phased out of EV sector. • Lead-Acid/Vanadium: Energy storage applications. Cobalt = Electric Vehicle building block Other important consi
Slide 4: Cobalt Demand +70% next decade
Cobalt Demand +70% next decade …….driven by >300% Cobalt Sulphate 32 4
Slide 5: Thackaringa – Mine to Battery Strategy
Thackaringa – Mine to Battery Strategy Source: Cobalt Blue Holdings Ltd Co ~25-35% payable Co ~105% payable Traditional Cobalt Model COB Model 5
Slide 6: LGI & COB - First Mover Strategy
LGI & COB - First Mover Strategy Source: Cobalt Blue Holdings Ltd 6
Slide 7: Thackaringa – People, Power, Water, Road, Rail
Thackaringa – People, Power, Water, Road, Rail Source: Cobalt Blue Holdings Ltd 7
Slide 8: Thackaringa – Significant Defined Resources
Thackaringa – Significant Defined Resources Source: Cobalt Blue Holdings Ltd 8
Slide 9: COB – Reserve & Production Targets
COB – Reserve & Production Targets 9
Slide 10: COB – PFS Economics
COB – PFS Economics Source: Cobalt Blue Holdings Ltd 10
Slide 11: COB – 12 Month Catalysts
COB – 12 Month Catalysts Four key optimisation opportunities: Process plant tailings handling and storage: LOM management of tailings (Capex + Opex). (Q4 2018). Metal recoveries: Design criteria used during the PFS was based on batch testwork. Larger scale testing will be conducted during the BF
Slide 12: Thackaringa – Grade Tonnage Curve
Thackaringa – Grade Tonnage Curve These estimates of mineral resources were first announced by Cobalt Blue Holdings Ltd in Thackaringa – Significant Mineral Resource upgrade - 19 March 2018. The Company confirms that it is not aware of any new information or data that materially affects the informat
Slide 13: Thackaringa – Resilient Economics
Thackaringa – Resilient Economics 13
Slide 14: Thackaringa – Outstanding Capital Efficiency
Thackaringa – Outstanding Capital Efficiency New global projects running at 3 to 4x COB capital intensity 14
Slide 15: The Cobalt Blue Team
The Cobalt Blue Team “Extensive expertise in mineral exploration and mine development, investment management, corporate law and energy storage.” Chief Executive Officer – Joe Kaderavek Deutsche Bank, Head of Resources, equities / investment management, resources and energy storage technology focus
Slide 16: Processing - Concentrate
Processing - Concentrate Testwork material - 820 kg of ore composited in August 2017. Ore was crushed to p100 @ 1.2 mm and passed through a gravity spiral circuit. The tails were screened, with the fines subjected to froth flotation. The gravity and flotation concentrates were combined into a single
Slide 17: Processing – Calcine & Leach
Processing – Calcine & Leach 100 kg of concentrate produced in November is being treated through the calcine and leach unit operations. The concentrate is thermally treated to remove some of the sulphur into the gas phase. The resulting solid calcine is then leached to extract cobalt into solution.
Slide 18: Thackaringa – Comparison with ASX peers
Thackaringa – Comparison with ASX peers Note: Revenue stream figures are based solely upon head grades converted in revenues at spot prices. 18
Slide 19: COB – Position in POX Industry
COB – Position in POX Industry 19
Slide 20: Disclaimer
Disclaimer The 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 contained herein has been prepared