Acdc Metals Ltd · ASX:ADC
Acdc Metals — Resource Connect Asia 2023
19 slides from Acdc Metals's conference presentation, Oct 4, 2023
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 Resource Connect Asia Presentation | October 2023
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: Board & Management Team
For personal use only 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 Tamara Barr Kent Balas Non-Executive Directo
Slide 6: Corporate Structure
Corporate Structure ACDC Share Register Capital Structure 22% For personal use only Shares on issue 72,305,130 Vendors Management & Directors Share price (27 Sept 2023) $0.074 8% Medallion Resources (TSXV:MDL) Consolidated & Institutional Market Capitalisation $5.35 M 7% 63% TOP 20 accounts for 44%
Slide 7: Mineral Sands are naturally formed deposits rich in heavy minerals and rare earth metals
For personal use only Mineral Sands are naturally formed deposits, that are rich in heavy minerals and rare earth metals 7 ACDC Metals Presentation | October 2023
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 15 Monazite $US/kg Monazite TREO - 60% Zircon (premium and US$/t Weighted average 10 2000 standard) 5 1500 Zircon (all products) 0 1000 Q
Slide 9: 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 10: 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 11: 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 12: 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 12 ACDC Metals Presentation | October 2023
Slide 13: 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 12
Slide 14: Goschen Central Project – Maiden Drilling Highlights
Goschen Central Project – Maiden Drilling Highlights • Multiple high grade intersections 5-10% THM • Over 7.5 km² of infill drilling For personal use only • Assays show a high portion of key magnetic rare earth oxide (MREO) • Magnet REOs average ~26% of the sample material but ~90% of REE value. • I
Slide 15: Goschen Central Project
Goschen Central Project ACDC Metals’ most advanced project Extensive historical drilling by CRAE in 1980’s & 1990’s For personal use only 7,000 metres drilled by ACDC Metals since acquisition ✓ Over 140 holes covering project area ✓ All Assays & mineralogy received ✓ Maiden resource expected October
Slide 16: Rare Earths Processing Plant Project
Rare Earths Processing Plant Project ✓ ACDC is developing the Rare Earth Processing Plant (REPP) Project, For personal use only that utilises the ‘Medallion Monazite Process (MMP)’. ✓ The MMP Process is based on the caustic crack process, with key updates to target energy and waste efficiency. ✓ Str
Slide 17: Work Plan for 2023
Work Plan for 2023 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Scoping Studies complete For personal use only for Mineral Sands Plant & Rare earth Processing Plant Drill Program at Goschen Central, Drill results and resource preparation for Watchem and Douglas Projects development ANSTO program IPO Comp
Slide 18: Investment Summary
Investment Summary Corporate ✓ Strong team and history of project development For personal use only ✓ Strong cash balance to execute plan Execution ✓ 13,000 metres of Air core drilling complete ✓ Exceptional Mineralogy and Grades at Goschen Central ✓ Maiden JORC resource targeted for October 2023 ✓
Slide 19: 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