Slide 1: IMARC Sydney 29-31 October 2024
IMARC SYDNEY ASX: CCM 29-31 October 2024 FSE: SLD OTC: FYIRF
Slide 2: Disclaimer: Cautionary Statement
Disclaimer Cautionary Statement This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may
Slide 3: Disclaimer: Competent Person's Statement
Disclaimer Competent Person’s Statement Ore Reserves The information in this report that relates to Ore Reserves is based on information compiled by Mr. Steve Craig, who is a Fellow of the Australasian Institute of Mining and Metallurgy. Steve Craig is a full-time employee of Orelogy Consulting Pty
Slide 4: What We Do
What We Do Innovative and integrated developer of critical and strategic minerals Developed demonstrated process to produce high quality HPA for the growing energy efficiency markets and broader tech applications Developing a world class downstream rare earth production facility to strengthen Austra
Slide 5: Cadoux Critical Minerals Project Summary
Cadoux Critical Minerals Project Summary Dual Project Summary High Purity Alumina (HPA) Rare Earths - Minhub • Innovative business models • Stage 2 Project development • Unique multi-sourced feedstock • Well developed process flowsheets underway flowsheet • Technological competitive • FEED level eng
Slide 6: High Purity Alumina
High Purity Alumina Cadoux
Slide 7: >US$1.0b HPA Project Value
HPA Project Value Extensive and innovative R&D development and rigorous testwork Demonstrated process flowsheet and NPV * validated engineering >US$1.0b Developed ultra-high quality / high purity 4N (99.999%) and 5N (99.999%) aluminas Cracked the code – very favourable market response to desirable p
Slide 8: HPA Development Pathway
HPA Development Pathway Commercialising our innovative Project Valuation Pathway HPA production process 1 Proven HPA quality and purity Pilot Plant 2 CSI* Demonstrated HPA project value of over US$1.0 bn 3 DFS/FEED Well timed strategy to meet 4 increased forecast demand Final Investment Decision Cle
Slide 9: HPA Markets and Outlook Summary
HPA Markets and Outlook Summary ~33%** 1 Noticeable industry volume increases noted via customer outreach 2024 CAGR HPA pricing maintained for 4N. 2 Premium products 4N5 + noted increases Traditional markets continuing to grow 3 • LED / wafer / electronics • LiB separators ~19%* 2021 CAGR Broader HP
Slide 10: Rare Earths: Minhub Operations
Rare Earths Minhub Operations
Slide 11: Minhub Rare Earths Strategy
Minhub Rare Earths Strategy Minhub is The Minhub Project will value- The Minhub Project aims collaborating with add mineral sands to be a key contributor mineral sands concentrates and produce to the sovereign supply developers with finished mineral sand chain solution for rare significant rare eart
Slide 12: Minhub as a Key Part of the Supply Chains
MINHUB AS A KEY PART OF THE SUPPLY CHAINS MINERAL SANDS MINHUB DARWIN PROJECT RARE EARTH DOWNSTREAM MINING MINERAL SEPARATION PLANT XENOTIME HEAVY MINERAL PARTNERS CONCENTRATE MONAZITE HRE PROJECT XENOTIME CRACKING, HEAVY MONAZITE CRACKING, RARE EARTH RARE EARTH SEPARATION SEPARATION SAND ZIRCON & R
Slide 13: ESG Mission
ESG Mission • Cadoux’s ESG mission is to be a key contributor to a sustainable world by innovating responsibly, giving back to the community, reducing environmental impact, working towards carbon reduction for our future generations. • Our ESG disclosures are aligned with the World Economic Forum St
Slide 14: Cadoux Summary
Cadoux Summary Delivering two world class critical mineral projects Timing Quality Demonstrated Economics Growth Funded Momentum ESG Cadoux has the objective to become a dominant participant in targeted critical minerals production 14
Slide 15: Contact details
Unit 2, 49 Ord Street West Perth, Western Australia 6005 Tel: +61 8 9313 3920 info@cadoux.com.au www.cadoux.com.au