Kincora Copper Limited · TSXV:KCC
Kincora Copper — Investor Presentation (September 2024)
39 slides from Kincora Copper's investor presentation, September 2024
Slide 1: Deals, Partner Funding & Drilling
KINCORA COPPER Deals, Partner Funding & Drilling Focused On Tier-1 Copper-Gold Discovery September 2024 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
Value through Kincora Copper “KCC”: ASX & TSXV Deals, Why Kincora? Partner Funding & Discovery Leveraged Exposure to Copper & Gold Industry Leading Team (eg Tier-1 Cadia & Reko Diq discoveries) Projects in Exploration & Mining Hotspots New Tier-1 Scale Targets Inflection Point For Deals & Drilling R
Slide 4: Corporate Snapshot
Corporate Kincora Copper “KCC”: ASX & TSXV Snapshot $13m * Up to $60m * Further Deals/ Market Cap Partner Funding Partner Funding Cash $1.0m * (KCC, ex-Partner Funding/Mgmt Fee) Nyngan + Nevertire projects Unique Shares $0.5m * (Woomera Mining Limited “WML”) Nyngan Leverage to Skin in the game proje
Slide 5: Inflection Point For Deals + Drilling
Inflection Point Kincora Copper “KCC”: ASX & TSXV For Deals + Partnerships, more projects & … with drilling now Drilling more deals to drive news flow… ramping up NSW 100% Project (1) (1) Results + follow drilling pending Ownership (December 2023) (2) (2) Drilling within the month (3) (3) Geophysica
Slide 6: 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 executive Equities Director, Technical • Full developme
Slide 7: Why NSW? Macquarie Arc v Central Andes (same scale)
Why NSW? Macquarie Arc v Central Andes (same scale) Kincora Copper “KCC”: ASX & TSXV Macquarie Arc, NSW Chile Central Andes, Chile/Argentina Caserones Focus of current Ace drilling with of Spades AngloGold Ashanti “New” Belt/District(s) Canonba Maricunga >100km strike Los Helados Belt Maricunga SW “
Slide 8: Vicuña Central Andes Example Of Enormous Value Of New Porphyry Districts
Vicuña Central Andes Example Of Enormous Value Of New Porphyry Districts Kincora Copper “KCC”: ASX & TSXV Pre- ~C$40 million Pre- >C$8.5 billion * * Discovery Market Capitalisation Development Market Value Value Created >200x (to date) 2009 Today Discoveries (All pre-development) C$4.5 billion (i) F
Slide 9: Why NSW?
NORTHERN JUNEE-NARROMINE BELT (+ MACQUARIE ARC IN Kincora Copper Why NSW? GENERAL) v Globally OUTSCORES Emerging RIVAL Porphyry EMERGING Districts DISTRICTS PORPHYRY “KCC”: ASX & TSXV Macquarie Arc Undercover Vicuña District Golden Northern Extensions (Central Andes, Triangle Andean Belt (NSW, Austr
Slide 10: Kincora's Highly Prospective NSW Portfolio
NYNGAN Kincora’s WEST N Kincora Copper “KCC”: ASX & TSXV Highly Cobar NYNGAN NYNGAN SOUTH 0 100 km Prospective Nyngan NEVERTIRE MULLA Portfolio In Cobar Superbasin NEVERTIRE SOUTH Molong belt mineral NSW mineral WONGARBON Dubbo Kincora Project Project name New 2024 Asset Wellington partner Cobar Key
Slide 11: Hotspot for M&A + Exploration
License owners Hotspot for M&A Leading Districts & Explorers Kincora • Porphyry Regions: slide 32 Kincora (2024) • Cobar Region: slide 33 AngloGold Leading NSW Explorers Peer A/Kincora + Exploration Group analysis slides 13 & 14 Inflection AngloGold A/Inflection FMG Mines / Advanced Projects FMG/Mag
Slide 12: Kincora NSW: Deals & New Projects More to Come
Kincora NSW: 3 Deals & 4 New Projects More to Come 3 4 * * New Deals (2024) New Projects (2024) Nyngan & Nevertire • 1 Nyngan West 1 • • 2 Nyngan South Nyngan • 2 • 3 Nevertire South • Bronze Fox 3 Wongarbon 4 • Legend for New Projects • Extension of adjacent porphyry Kincora Copper district target
Slide 13: NSW Project Pipeline Leading NSW Explorers
NSW Project Pipeline Leading NSW Explorers Kincora Copper “KCC”: ASX & TSXV Mine Project Stage Peer Project Porphyry projects with Partner Kincora Porphyry projects seeking partner (black outline new 2024) Flagship porphyry projects (potential partner) Projects Cobar superbasin project Advanced Expl
Slide 14: Significant Valuation Upside Leading NSW Explorers
Significant Valuation Upside Leading NSW Explorers Kincora Copper “KCC”: ASX & TSXV Australian Gold & Talisman Magmatic Inflection Waratah Legacy Kincora Copper Mining Resources Resources Minerals Minerals Copper AGC.ASX TLM.ASX MAG.ASX AUCU.CSE WTM.ASX LGM.ASX KCC.ASX/TSXV Market Cap A$75m A$43m A$
Slide 15: Pegging, Deals, Partnerships & Drilling = News Flow + Catalysts
Kincora: Pegging, Deals, Partnerships & Drilling = News Flow + Catalysts * Project 2019/20 Now 1Q’2025 Bronze Fox 2 Legend Past Planned Nyngan & 100% strategy/activity Nevertire 1 Project 100% acquisition Wongarbon 1 Drilling Nyngan S+W 100% & Nevertire S 1 New partner deal Cundumbul 1 Geophysics &/
Slide 16: NSW Asset Portfolio Detailed Overview
NSW Asset Portfolio Detailed Overview Macquarie Arc Cobar Superbasin Kincora Copper “KCC”: ASX & TSXV 16
Slide 17: Junee-Narromine Virgin Porphyry Complexes Attracting Major Investment
Virgin Porphyry Complexes Attracting Major Investment Largest intrusive >$300m in complexes of the exploration earn- Macquarie Arc are untested in the north under cover in/JV’s Molong belt Junee-Narromine Focused on undercover, under explored/virgin intrusive complex targets belt Boda- Kincora has r
Slide 18: New District(s) Scale Opportunities
New District(s) Scale Opportunities Kincora Copper “KCC”: ASX & TSXV Targeting a number of Tier 1-scale new magmatic porphyry complexes hosting series of new deposits/discoveries (@ same scale comparisons and relative to the Cadia Magmatic Complex) The Cadia Magmatic Complex Kincora’s Nyngan “Ace of
Slide 19: Secure Strategic Bolt On Projects
Secure Strategic Bolt On Projects Legend Projects phase of exploration 1 = New Complex; 2 = Right Rocks Clear Strategic + Scale Appeal of Kincora’s 100% owned + AngloGold Ashanti partnered ground # 3 = Mineralised; 4 = Discovery Kincora projects highlighted Wongarbon: New wholly owned untested magma
Slide 20: New District(s) Pipeline
New District(s) Pipeline Kincora Copper “KCC”: ASX & TSXV The Phases, Pipeline and Partnerships to Discovery: FMG, Alkane, Kincora, Inflection, Gold & Copper, Magmatic, Talisman & S2 all drilling Phase Pipeline Partner Exploration Template Discovery Vectoring via geophysics & step-out/deeper drillin
Slide 21: Northern Junee-Narromine
Northern Junee-Narromine Kincora Copper “KCC”: ASX & TSXV Initial Partnership + New Ground Outline of Junee- Narromine belt Known/interpreted complexes * NYNGAN New District(s)-Scale Potential With Eight New Intrusive Complex Targets Being WEST Recent drill holes Drilled Prior drill holes • AngloGol
Slide 22: Northern Molong
Northern Molong Kincora Copper “KCC”: ASX & TSXV New Ground 0 10km WONGARBON (Kincora) * New Wongarbon Project With Six Untested Targets WONGARBON Yarindury (Kincora) (Talisman) On strike from one of the most significant recent copper-gold greenfield discovery in Australia (>15Moz AuEq), the most si
Slide 23: Drilling New Success Based AI Targets/Partner
Drilling New Success Based Kincora Copper “KCC”: ASX & TSXV AI Targets/Partner Open Open * Drilling at Cundumbul testing a new 2.2km x 800m copper target Andrews prospect • Initial drilling tests 750m strike of copper mineralisation (≤5.2% Cu) associated with a zoned hydrothermal quartz breccia syst
Slide 24: Deal For Mongolian Asset Portfolio
Deal For Mongolian Asset Portfolio Becoming the largest shareholder of Woomera Mining Kincora Copper “KCC”: ASX & TSXV 24
Slide 25: Rapidly Emerging Source Of New Copper Supply
Rapidly Emerging Source Of New Copper Supply Kincora Copper “KCC”: ASX & TSXV Bronze “Mongolia approaching 800,000t of Tourmaline Hills Fox Intrusive Complex copper production by 2028 Bronze Fox Shuteen North Intrusive Complex Intrusive Complex CRU Copper Market Kharmagtai (from ~300,000t in (2027)
Slide 26: Funded, Successful & Motivated Partner
Funded, Successful & Motivated Partner Kincora Copper “KCC”: ASX & TSXV * High impact drilling to shortly commence • Funded by earn-in partner Woomera Mining (WLM.ASX) - New discovery & resource expansion drilling - Second mining license conversion & updated JORC resource Woomera has a highly succes
Slide 27: Summary Of The Opportunity
Kincora Copper “KCC”: ASX & TSXV Summary Of The Opportunity Leverage to Copper & Gold Targeting Significant New Discovery(s) Upside + 426Kt Copper & 437Koz Gold Inventory initial exposure Industry Leading Team Outstanding Track Record Of Project Generation Leading To Significant Discovery for up to
Slide 28: Appendix
Appendix Kincora Copper “KCC”: ASX & TSXV 28
Slide 29: Delivering On Our Strategy
Delivering On Our Strategy Kincora Copper “KCC”: ASX & TSXV Australian Projects: Mongolian Projects: Consolidated Ownership Successfully Concluded Removed asset carry, secured 100% ownership for all projects Strategic Review Retain upside to Mongolia asset portfolio, with focus on core Australian pr
Slide 30: Regional Activity Informing Strategy
Regional Activity Informing Strategy Kincora Copper “KCC”: ASX & TSXV NSW Porphyry Projects >$300m in recent exploration earn-in/option JV’s • Inflection Resources (AUCU.CSE) Earn-in/JV agreement for up to 5 projects with AngloGold Ashanti. Duck Creek elected a Stage 2 project • Legacy Minerals (LGM
Slide 31: Kincora Project Summary
Kincora Project Summary Kincora Copper “KCC”: ASX & TSXV Partner Projects (Porphyry) Partner • Nyngan & Nevertire AngloGold Ashanti Early stage projects with drilling focused exploration seeking to confirm the potential for one/multiple new porphyry districts in the covered northern extension of the
Slide 32: Leading NSW Porphyry Districts & Explorers
NSW Porphyry Projects Leading NSW Porphyry Districts & Explorers Kincora Copper “KCC”: ASX & TSXV Region 1: New district potential Region 2: Emerging new district Region 3: New discoveries in brownfield Region 4: New discovery potential in (no current resources) (Boda-Kaiser 14.7Moz AuEq) setting (N
Slide 33: Leading NSW Cobar Districts & Explorers
NSW Cobar Project Leading NSW Cobar Districts & Explorers Kincora Copper “KCC”: ASX & TSXV Emerging new Cobar districts: Different levels of exploration Recent exploration illustrates favourable grade and vertically extensive systems maturity within the Cobar Superbasin New geochemistry-geophysical
Slide 34: Cowal District: World-Class Gold and Porphyry Copper Terrane
Anomaly 2 NSW Porphyry Projects Cowal District: World-Class Gold and Driftway C Porphyry Copper Terrane >500pm Cu &/ or >0.1g/t Au Evolution FAIRHOLME prospects (Kincora) Gateway Gold corridor at Cowal hosts a 13.7Moz endowment Gateway South Nerang Marsden deposit hosts >0.5Mt copper & >1Moz gold en
Slide 35: Fairholme Project
NSW Porphyry Projects Fairholme Project Kincora Copper “KCC”: ASX & TSXV Cowal District Intrusive Complexes KCC’s Driftway C & Anomaly 2: Big open anomalies the size (& with analogues) to Marsden NORTHERN FAIRHOLME MARSDEN Resource outline (Kincora) (Evolution) Multiple advanced gold +/- copper targ
Slide 36: Northparkes District: Clear Strategic Appeal
NSW Porphyry Projects Northparkes District: Clear Strategic Appeal Inserts on slide 37 N Myall Northparkes is Australia’s second largest porphyry mine and was acquired by Region 2 Evolution Mining in December 2023 MAG/ FMG • Continuous production since 1994 with first quartile cash costs • 5.5Moz Au
Slide 37: Trundle Project
NSW Porphyry Projects Trundle Project Region 1: Northparkes Porphyry Cluster • 80% interest for US$475m by Evolution in Dec 2023 • 5.5Mt Cu & 4.5Moz Au Region 2: Myall Porphyry Project • $14m earn-in for 75% with FMG in March 2024 • 0.354Mt CuEq maiden resource • 22 porphyry deposits discovered, 9 e
Slide 38: Appendix: Share Register Summary
Appendix Kincora Copper “KCC”: ASX & TSXV SHARE REGISTER SUMMARY Corporate Snapshot - Slide 4 Market Cap: based on 247.2m shares (42.3m TSXV / 204.9m ASX). Share price (5.3c) @ COB August 30, 2024 on ASX. Other TSXV Transferred to ASX CDIs Cash: cash as at June 30, 2024, reported August 15 2024, Fin
Slide 39: 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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