Kincora Copper Limited · TSXV:KCC
Kincora Copper — Investor Presentation (January 2025)
32 slides from Kincora Copper's investor presentation, January 2025
Slide 1: Focused on True Tier-1 Copper-Gold Discovery
KINCORA COPPER Focused on True Tier-1 Copper-Gold Discovery January 2025 ASX & TSXV ticker: KCC
Slide 2: Cautionary Statement
Cautionary Statement Kincora Copper “KCC”: ASX & TSXV Kincora Copper Limited (ARBN 645 457 763) Certain disclosure may constitute "forward-looking statements”. In making the forward-looking statements, Kincora Copper Limited (“Kincora” or “the Company”) has applied certain factors and assumptions th
Slide 3: Value through Deals, Partner Funding & Discovery: Why Kincora?
Value through Kincora Copper “KCC”: ASX & TSXV Deals, Partner Funding & Why Kincora? Discovery Targeting Tier-1 Scale Copper-Gold Discoveries Industry Leading Team (eg Tier-1 Cadia & Reko Diq discoveries) Projects in Exploration & Mining Hotspots Recent Deals Unlock >$60m In Project Funding 2 Drilli
Slide 4: Industry Leading Team
Industry Leading Team Kincora Copper “KCC”: ASX & TSXV Discovery Track Record Cameron McRae • Seasoned chairman, CEO & mining Sam Spring • Ex leading mining analyst, >10 yrs Goldman & Ocean (amongst others) Independent President & CEO, Chairman, Director executive Equities Director, Technical • Full
Slide 5: Corporate Snapshot: Leverage to Discovery
Corporate Snapshot Kincora Copper “KCC”: ASX & TSXV 1 2 3 4 $8.5m 5 Initial Asset Unlocks >$60m >$3.5m Recent ≤7 Further Asset Market Cap Level Deals Partner Funding Exploration Level Deals $ $0.8m Leverage to 5 Cash Nyngan & Nevertire (September 2024, ex-Partner (Australia) Discovery Funding/Manage
Slide 6: Business Strategy: Shift towards a Project Generator
Business Strategy: Shift towards a Project Generator Kincora Copper “KCC”: ASX & TSXV Kincora’s 6-phase transition to a project generator / asset level funding partner model for porphyry projects Currently at phases four (#4) and five (#5) with significant value catalysts in place #1 #3 #5 Consolida
Slide 7: Why Australia?
Why Australia? Kincora Copper “KCC”: ASX & TSXV Australia’s global ranking for 1: Gold Copper Resources 1st 2nd Production 2nd 6th “ As an economic geologist … NSW, Lachlan Fold Belt, for copper and gold, is the place to be” Richard Schodde, MinEx Consulting All gold-rich copper deposits in the Worl
Slide 8: Why New South Wales porphyries?
Why New South Wales porphyries? Kincora Copper “KCC”: ASX & TSXV Australia’s Foremost Porphyry Region Largest N intrusive Multiple World-Class Mines complexes of Hotspot * for M&A and Exploration, recently 2 the Macquarie Arc are • >$16b in M&A for producing assets untested under cover • >$300m in e
Slide 9: Kincora's Highly Prospective Wholly Owned Portfolio
Kincora’s Highly NYNGAN WEST Kincora Copper “KCC”: ASX & TSXV Prospective N NYNGAN NYNGAN Wholly Owned 0 100 km Cobar SOUTH Nyngan Portfolio MULLA NEVERTIRE Cobar NEVERTIRE mineral Superbasin Molong SOUTH belt Project name Kincora Project (Seeking partner) mineral WONGARBON Project name New 2024 (wi
Slide 10: Project Generator Model: Case Studies
Project Generator Model: Case Studies Kincora Copper “KCC”: ASX & TSXV Q. Why buy a junior explorer with an Earn-In/JV agreement with an industry partner? A. Technical endorsement/support, de-risked funding source, non-dilutive funding source (for equity investors), potential management fee / exit A
Slide 11: New District Scale Potential: NSW v Central Andes
New District Scale Potential: NSW v Central Andes (same scale) Macquarie Arc, NSW Chile Central Andes, Chile/Argentina Caserones Focus of current drilling with Ace AngloGold Ashanti of - Duck Creek: Inflection Resources Spades - Ace of Spades: Kincora Copper Canonba Maricunga >100km strike Los Helad
Slide 12: Partner Strategy: Deals & Drilling Ramping Up
Partner Strategy: Deals & Drilling Ramping Up Kincora Copper “KCC”: ASX & TSXV “ To date we have partnerships for 5 of our 12 porphyry projects and that have unlocked >$60m of potential partner funding. From a number of projects perspective we are less than half way delivering upon our strategy and
Slide 13: Catalysts
Catalysts Kincora Copper “KCC”: ASX & TSXV Drilling Ramping Up: >7000m in 4Q’2024, near term plans for 2025 Nyngan project • Drill results from maiden drilling program with partner AngloGold Ashanti • Outline for 2025 field activities and Kincora management fee (Nyngan & Nevertire) Cundumbul project
Slide 14: Summary
Summary Kincora Copper “KCC”: ASX & TSXV Unique and Leveraged Exposure Commodity Mix: Favorable Fundamentals for Copper & Gold Projects: Tier-1 Scale Potential Team: Discovery & Operating Track Record Structures: Funding, Partners & Management Fee(s) Catalysts 14
Slide 15: Existing Initial Partner Projects
Existing Initial Partner Projects 15
Slide 16: Northern Junee-Narromine
Junee-Narromine belt outline Northern Junee-Narromine N Known/interpreted complexes Nyngan Initial Partnership + New Ground West ANT survey coverage AUCU targets (post ANT survey) Permitted drill holes Initial scout drilling program * Recent drill holes New District(s)-Scale Potential ongoing Prior
Slide 17: Wongarbon: New Ground + New Partnership
Wongarbon: New Ground Kincora Copper “KCC”: ASX & TSXV + New Partnership 0 10km WONGARBON Multiple stage (Kincora) deal: Innovative Partner Structure with Fleet Space Multiphysics + 2000m drilling WONGARBON Yarindury (Kincora) (Talisman) On strike from 14.7Moz AuEq Boda & Kaiser discoveries • June 2
Slide 18: Cundumbul: Drilling New Success Based AI Targets
Cundumbul: Drilling New Kincora Copper “KCC”: ASX & TSXV Success Based AI Targets Open Open Fifth hole New 2.2km x 800m copper target at Cundumbul 1 ongoing Andrews prospect • Ongoing maiden Earth AI drilling program tests new min zone (≤5.2% Cu) associated with a zoned hydrothermal quartz breccia s
Slide 19: Mongolia: Exposure to the Rapidly Emerging Southern Gobi
Mongolia: Exposure to the Rapidly Kincora Copper “KCC”: ASX & TSXV Emerging Southern Gobi 4Q’2024 Bronze 16 holes for Attractive exposure to the fourth emerging porphyry district 2516m Tourmaline Hills Fox (Bronze Fox) in the Southern Gobi 1 Intrusive Complex Bronze Fox Intrusive Complex • Region is
Slide 20: Potential Larger Partner Projects
Potential Larger Partner Projects Kincora Copper “KCC”: ASX & TSXV 20
Slide 21: Cowal District: World-Class Gold and Porphyry Copper Terrane
Anomaly 2 Cowal District: World-Class Gold and Driftway C Porphyry Copper Terrane >500pm Cu &/ or >0.1g/t Au Evolution FAIRHOLME prospects (Kincora) Gold corridor at Cowal hosts >14Moz gold endowment 1 Gateway Gateway South Estimated endowment of Marsden deposit pre dismembered is ~5Mt Cu & ~8-10Moz
Slide 22: Fairholme & Jemalong Projects
Fairholme & Kincora Copper Jemalong Projects “KCC”: ASX & TSXV Cowal District Intrusive Complexes KCC’s Driftway C & Anomaly 2: Big open anomalies the size of Marsden NORTHERN FAIRHOLME MARSDEN Resource outline (Kincora) (Evolution) Advanced to earlier stage gold +/- copper Open GEOCHEMISTRY Driftwa
Slide 23: Northparkes District: Clear Strategic Appeal
Northparkes District: Kincora Copper “KCC”: ASX & TSXV Clear Strategic Appeal Inserts on slide 24 N Myall Northparkes is Australia’s second largest porphyry mine and was acquired by Region 2 Evolution Mining in December 2023 1 MAG/ • Continuous production since 1994 with first quartile cash costs FM
Slide 24: Trundle Project
Trundle Project Region 1: Northparkes Porphyry Cluster 2 • 80% interest for US$475m by Evolution in Dec 2023 • 5.5Mt Cu & 4.5Moz Au Region 2: Myall Porphyry Project 3 • $14m earn-in for 75% with FMG in March 2024 • 0.354Mt CuEq maiden resource • 22 porphyry deposits discovered, 9 economic E28NE E31N
Slide 25: Sole-Funded Exploration
Sole-Funded Exploration Kincora Copper “KCC”: ASX & TSXV 25 25
Slide 26: Cobar District: Kincora's Condobolin Project
Cobar District: Kincora’s Condobolin Project Kincora Copper “KCC”: ASX & TSXV Emerging new Cobar districts: Different levels of exploration Recent exploration illustrates favourable grade and vertically extensive systems 1, 2 maturity within the Cobar Superbasin New geochemistry-geophysical programs
Slide 27: Appendix
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Slide 28: Hotspot for M&A + Exploration
License owners Hotspot for M&A Kincora N Kincora (2024) 0 80 km AngloGold + Exploration A/Kincora Inflection AngloGold >$300m in A/Inflection FMG Mines / Advanced Projects FMG/Mag - Newmont buys Newcrest (flagship Cadia) - Metals Acquisition buys the CSA mine (A$1.3b) exploration matic Magmatic - ov
Slide 29: Why NSW as a Jurisdiction? v Globally
NORTHERN Why JUNEE-NARROMINE NSW as BELTEmerging a Jurisdiction? v Globally (+ MACQUARIE ARC IN Porphyry Districts Kincora Copper GENERAL) OUTSCORES RIVAL EMERGING PORPHYRY DISTRICTS “KCC”: ASX & TSXV Macquarie Arc Undercover Vicuña District Golden Northern Extensions (Central Andes, Triangle Andean
Slide 30: Appendix: references and notes
Appendix Kincora Copper “KCC”: ASX & TSXV Slide 3 - Why Kincora? 1 Quote on the Nevertire South project: From Newcrest Mining Limited annual public file reports for former license EL6337 (https://digs.geoscience.nsw.gov.au ) 2 & 3 Recent asset level deals and field based exploration activities that
Slide 31: Appendix: references and share register summary
Appendix Kincora Copper “KCC”: ASX & TSXV Slide 17 - Wongarbon: New Ground + New Partnership 1 Refer Kincora release Jun 3, 2024 “New Major Completely Unexplored Porphyry Complex & Drill Targets Secured Presentation” SHARE REGISTER SUMMARY 2 Refer to quarterly reports for Alkane Resources (ALK.ASX),
Slide 32: Contact
KINCORA COPPER CONTACT Kincora Copper “KCC”: ASX & TSXV Sam Spring - President & CEO Email: sam.spring@kincoracopper.com Mobile: +61 431 329 345
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