Kincora Copper Limited · TSXV:KCC
Kincora Copper — Investor Presentation (June 2024)
37 slides from Kincora Copper's investor presentation, Jun 6, 2024
Slide 1: Kincora Investor Presentation
Kincora Investor Presentation Melbourne, Australia — June 6th, 2024 Please find attached for release to the market, Kincora Copper Limited’s Investor Presentation – June 2024. This announcement has been authorised for release by the Board of Kincora Copper Limited (ARBN 645 457 763) For further info
Slide 2: Kincora Copper: District scale copper-gold
KINCORA COPPER District scale copper-gold June 2024 “KCC”: ASX & TSXV
Slide 3: 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 4: Why Kincora?
Why Kincora? Kincora Copper “KCC”: ASX & TSXV Copper Macquarie Arc Tier-1 + Gold Cobar Discovery Team Focus Southern Gobi Large-Scale Value Resource Inventory Catalysts and Drill Targets 3
Slide 5: Corporate Snapshot
Corporate Snapshot Kincora Copper “KCC”: ASX & TSXV Major Assets NSW, Australia Market Cap Cash 4 Large-Scale Porphyry Exploration Projects $13.8m $1.1m Trundle, Fairholme, Jemalong & Wongarbon projects + Earn-in/JV with AngloGold Ashanti for the Northern Junee-Narromine Belt (NJNB) Porphyry Project
Slide 6: Value Catalysts
Value Catalysts Kincora Copper “KCC”: ASX & TSXV Recent Milestones Condobolin (Cobar) Project: Strong Maiden and Shallow Kincora Drill Results NSW Projects: Secured 100% Interest in All Projects supporting New Asset Level Partners (Dec’23) Cundumbul Porphyry Project: Artificial Intelligence Partner,
Slide 7: Regional Activity Informing Strategy
Regional Activity Informing Strategy Kincora Copper “KCC”: ASX & TSXV Transactions Driving Value NSW PORPHYRY JUNIORS SECURING NEW PARTNERS/PROJECTS • Inflection Resources (AUCU.CSE) Earn-in/JV agreement for up to 5 projects with AngloGold Ashanti • Legacy Minerals (LGM.ASX) Earn-in/JV agreement for
Slide 8: Strong Technical Team & Board
CORPORATE SNAPSHOT Strong Technical Team & Board Ticker “KCC” on TSXV & ASX Kincora Copper “KCC”: ASX & TSXV Cameron McRae • Seasoned chairman, CEO and mining Sam Spring • Advised on formation of Kincora Independent Chairman executive. Has led the full President & CEO, • Ex leading mining analyst, >
Slide 9: Unique Track Record Of Large Copper-Gold Origination-Discovery
Unique Track Record Kincora Copper “KCC”: ASX & TSXV Of Large Copper-Gold Origination-Discovery Industry Leading Technical Team John Holliday Peter Leaman Discovery track record (amongst others) Technical committee chair Technical committee Cadia Au/Cu (Tier 1) Reko Diq Cu/Au (Tier 1) A foremost exp
Slide 10: Copper + Gold Focus
Copper + Gold Focus Kincora Copper “KCC”: ASX & TSXV Southern Gobi District scale and highly prospective project portfolio’s in Australia and Mongolia’s world-class copper-gold belts 426Kt Copper and 437Koz Gold Resource Inventory + Significant Exploration Target + New Discovery Upside All gold-rich
Slide 11: Australian Asset Portfolio
Australian Asset Portfolio Macquarie Arc Four recent Earn-In/JV deals supporting over $200m in exploration expenditure plus the acquisitions of the Cadia and Northparkes mines Cobar Superbasin New targets leading to new discoveries and re-rating of explorers plus the development of the Federation mi
Slide 12: Kincora's Portfolio
Kincora’s NYNGAN N Kincora Copper “KCC”: ASX & TSXV Portfolio Cobar Nyngan NEVERTIRE 0 100 km 7 projects / 10 license portfolio MULLA • Highly prospective locations in the key Cobar Junee Molong mineral belts of the Lachlan Fold Belt Superbasin Narromine belt - Majors abut 5 projects / 7 licenses be
Slide 13: Kincora's NSW Project Pipeline
Kincora’s NSW Project Pipeline 12 Kincora Copper “KCC”: ASX & TSXV 10 Number of Targets Agreements with Industry Major and AI Partners for earlier stage, 8higher risk projects Funding and Technical partners secured for the Cundumbul (drilling ongoing) and NJNB projects 6 100% interest in all project
Slide 14: Hotspot for M&A + Exploration
License owners Leading Porphyry Districts Kincora Hotspot for M&A Highlighted AngloGold • Regions: slide 14 A/Kincora • Explorer peer analysis: slide 15 Macquarie Arc + Exploration Inflection Leading Cobar District AngloGold – Junee • Explorer peer analysis: slide 24 A/Inflection Narromine belt FMG
Slide 15: 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 Region4: New discovery potential in (no current resources) (Boda-Kaiser 14.7Moz AuEq) setting (No
Slide 16: Leading NSW Porphyry Explorers
NSW Porphyry Projects Leading NSW Porphyry Explorers Kincora Copper “KCC”: ASX & TSXV Alkane Magmatic Inflection Kincora Waratah Legacy Resources Resources Resources Copper Minerals Minerals ALK.ASX MAG.ASX AUCU.CSE KCC.ASX/TSXV WTM.ASX LGM.ASX Market Cap A$338m A$36m C$19m A$14m A$21m A$26m Produce
Slide 17: New Multi-Year, District Scale Partnership With Industry Major
NSW Porphyry Projects New Multi-Year, District Scale Partnership With Industry Major Outline of Junee- Narromine belt Northern Junee-Narromine Belt (NJNB) Project: Targeting A Known/interpreted New Copper-Gold Porphyry District complexes Recent drill holes Multi-year and phase partnership with Anglo
Slide 18: New Major, Completely Unexplored Complex and Drill Targets
NSW Porphyry Projects New Major, Completely Unexplored Complex and Drill Targets 0 10km WONGARBON Wongarbon Project: one of the last (Kincora) The Molong belt of the WONGARBON remaining untested and large Macquarie Arc (Kincora) intrusive complexes of the NMPP Macquarie Arc (Alkane) On strike from t
Slide 19: Drilling New Success Based Artificial Intelligence Targets
NSW Porphyry Projects Drilling New Success Based Artificial Intelligence Targets Open Open Cundumbul Project: Drilling New Copper Targets Andrews Drilling commenced testing a new 2.2km x 800m anomalous copper prospect zone (open) associated with a hydrothermal quartz breccia system Initial designed
Slide 20: Cowal District: World-Class Gold and Porphyry Copper Terrane
Anomaly 2 NSW Porphyry Projects Cowal District: World-Class Gold and Driftway C >500pm Cu &/ or >0.1g/t Au Porphyry Copper Terrane FAIRHOLME (Kincora) Evolution prospects Gateway Gold corridor at Cowal hosts a 13.7Moz endowment Gateway South Nerang Marsden deposit hosts >0.5Mt copper & >1Moz gold en
Slide 21: Fairholme
Fairholme 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 +/- Driftway C Open GEOCHEMISTRY >0.20% Au co
Slide 22: Northparkes District: Clear Strategic Appeal
NSW Porphyry Projects Northparkes District: Clear Strategic Appeal Kincora Copper “KCC”: ASX & TSXV Northparkes is Australia’s second largest porphyry mine N Myall and was acquired by Evolution Mining in December 2023 Region 2 MAG/ • Continuous production since 1994 with first quartile cash costs FM
Slide 23: Trundle
NSW Porphyry Projects Region 1: Northparkes Porphyry Cluster Region 2: Myall Porphyry Project Trundle • 80% interest for US$475m by Evolution in Dec 2023 • 5.5Mt Cu & 4.5Moz Au • $14m earn-in for 75% with FMG in March 2024 • 0.354Mt CuEq maiden resource • 22 porphyry deposits discovered, 9 economic
Slide 24: 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 25: Leading NSW Cobar Explorers
NSW Cobar Project Leading NSW Cobar Explorers Kincora Copper “KCC”: ASX & TSXV Metals Aurella Peel Talisman Australian G Strategic Kingston Helix Kincora Acquisition Metals Mining Mining & Copper Energy Res Resources Resources Copper MAC.ASX AMI.ASX PEX.ASX TLM.ASX AGC.ASX SER.ASX KSN.ASX HLX.ASX KC
Slide 26: Mongolian Asset Portfolio
Mongolian Asset Portfolio Southern Gobi The fourth emerging porphyry district in the rapidly developing Southern Gobi Concluding a Strategic Review and Divestment Process Kincora Copper “KCC”: ASX & TSXV 25
Slide 27: Rapidly Emerging Source Of New Copper Supply
Mongolia Porphyry Projects Rapidly Emerging Source Of New Copper Supply Kincora Copper “KCC”: ASX & TSXV “ ENDOWNMENT: >85Moz GOLD & >50Mt COPPER Mongolia approaching 800,000t of BRONZE FOX copper production by 2028 Tourmaline Hills (from ~300,000t in 2023)” Shuteen North Bronze CRU Copper Market Ou
Slide 28: 426Kt Copper, 437Koz Gold Inventory + Major Upside Potential
Mongolia Porphyry Projects 426Kt Copper, 437Koz Gold Inventory + Major Upside Potential BRONZE FOX Tourmaline BRONZE FOX Bronze The Bronze Fox Project: Wholly owned, district scale over 3 Hills Intrusive Tourmaline Complex Fox Intrusive Complex underexplored and globally significant porphyry systems
Slide 29: High Value Pipeline: Studies, Resource Growth + New Discovery
Mongolia Porphyry Projects High Value Pipeline: Studies, Resource Growth + New Discovery Prospect name / # Stage/activity per pipeline High value & multiple opportunities to advance a High impact district targets + and scale landholding optionality pipeline to advance Tourmaline Hills exploration li
Slide 30: Why Kincora?
Why Kincora? Leverage to Copper & Gold Significant New Discovery(s) Upside + 426Kt Copper & 437Koz Gold Inventory on a Mining License Industry Leading Technical Team Outstanding Track Record Of Project Generation Leading To Significant Discovery 100% Project Ownership In Premier Locations and Re-Rat
Slide 31: Appendix
Appendix 30
Slide 32: Appendix: Macquarie Arc Outscores Rival Emerging Porphyry Districts
Appendix: Macquarie Arc Outscores Rival Kincora Copper “KCC”: ASX & TSXV Emerging Porphyry Districts Northern Macquarie Arc Golden Triangle Vicuña District Nth Andean Belt – Ecuador Junee-Narromine & Molong Belts Stikine multiphase arc Miocene metallogenic belt Eocene + Miocene belts Cadia Red Chris
Slide 33: Appendix: Projects Seeking Asset Partners
Appendix: Projects Seeking Asset Partners Kincora Copper “KCC”: ASX & TSXV All listed projects offer Tier-1 scale potential located in favorable geological locations of the Macquarie Arc Trundle Fairholme Jemalong Wongarbon Fairholme (EL6552) License Trundle (EL8222) Jemalong (EL8502) Wongarbon (ELA
Slide 34: Appendix: Summary of Prior Drilling
Appendix: Summary of Prior Drilling Kincora Copper “KCC”: ASX & TSXV Demonstrated year round drilling: maiden Kincora drill program commenced April 2020 Prior explorer drilling – metres (holes) Total Meters Holes Trundle Fairholme Jemalong NJNB Condobolin Cundumbul Wongarbon 107,285 43,358 47,218 8,
Slide 35: Appendix: Kincora Drilling to Dec'2023
Appendix: Kincora Drilling to Dec’2023 Kincora Copper “KCC”: ASX & TSXV Demonstrated money-in-the-ground: 80% of treasury into exploration since ASX listing/Mar 21–Dec’22 (ex listing costs) Two thirds directly into drilling activities Last explorer Trundle Fairholme Jemalong NJNB Condobolin Cundumbu
Slide 36: Footnotes
Footnotes Kincora Copper “KCC”: ASX & TSXV Slide 4 SHARE REGISTER SUMMARY Market Cap: based on 247.2m total shares (42.2m TSXV / 205m ASX issued). Share price (5.6c) as at June 5, 2024 on ASX. Other TSXV Transferred to ASX CDIs Cash: cash as at March 31, 2024, reported May 15 2024, Financial Stateme
Slide 37: Contact
KINCORA COPPER Contact Kincora Copper “KCC”: ASX & TSXV Sam Spring - President & CEO Email: sam.spring@kincoracopper.com Mobile: +61431 329 345 36