Od6 Metals Ltd. · ASX:OD6
Od6 Metals — Shareholder Meeting (October 2022)
20 slides from Od6 Metals's shareholder meeting presentation, Oct 26, 2022
Slide 1: Annual General Meeting Chairman's Address
ASX Announcement 26 October 2022 ASX: OD6 Annual General Meeting Chairman’s Address For personal use only To our Shareholders, On behalf of the board of directors, I would like to acknowledge the Traditional Owners of the land upon which we meet to today, the Whadjuk People. Furthermore, I would lik
Slide 2: Chairman's Address (continued)
As our understanding of rare earths in the Esperance region increases, the world’s economies are pivoting from our 250 years of a reliance on fossil fuels and 150 plus years of the oil-economy, to a bright future of low- emission renewable energy generation. Indeed, Esperance itself is blessed with
Slide 3: Australian Critical Rare Earth Minerals - 2022 AGM Presentation
For personal use only Australian Critical Rare Earth Minerals 2022 AGM Presentation 26 October 2022 ASX I OD6
Slide 4: Important Information Disclaimer
Important Information Disclaimer For personal use only This presentation has been prepared by OD6 Metals Ltd (ACN 654 839 602) (OD6) and is current as at the date of this document. The information contained in this presentation is for informational purposes only and does not constitute an offer to i
Slide 5: Massive Landholding
Massive Landholding For personal use only Substantial 4,828 km2 tenement package of Clay Hosted Rare Earth Projects Close to existing port, sealed roads and essential infrastructure Excellent concentrations of neodymium (Nd) and praseodymium (Pr), which are essential elements needed for the green ec
Slide 6: Insatiable Demand for Rare Earth Magnets
Insatiable Demand for Rare Earth Magnets For personal use only Mag REO Forecast Demand (t) Transition from carbon 250,000 to renewable economy is creating a forecast 200,000 explosion in demand 8.1% CAGR 150,000 for critical rare earth magnet metal oxides 100,000 Compound annual growth 50,000 rate o
Slide 7: Growing NdPr Rare Earth Supply Deficit
Growing NdPr Rare Earth Supply Deficit For personal use only NdPr Market Balance (t) 2,968 Analysts expect significant NdPr supply deficits as (4,620) demand grows (12,042) (15,532) (20,834) Demand underpinned by growth from EVs, (37,811) wind power and Rapidly emerging NdPr consumer electronics mar
Slide 8: New Australian Supply Needed
New Australian Supply Needed For personal use only Existing Global Mine Production (t) 140,000 Mine concentration is a significant risk to the Multiple new mines global supply chain required to bring balance to global Diversity of supply now a REE supply chain priority for governments and corporatio
Slide 9: Low Carbon Rare Earth Production Potential
Low Carbon Rare Earth Production Potential For personal use only The urgency to lower global emissions is driving a rapid ramp up in demand Fortescue Future Industries for green energy globally assessing South East Western Australia (Esperance Region) as a Esperance earmarked as a potential priority
Slide 10: Splinter Rock
Splinter Rock Six granted exploration For personal use only licenses spanning 2,579km2 A Historic high grade TREO Veg / Topo Anomaly Target Area drill intercepts across a 30km drilling traverse Splinters (>12sq.km target) Hole: SAC233 20m @ 1467ppm TREO inc. 30km A-B traverse 11m @ 2260ppm TREO (wit
Slide 11: Splinter Rock
Splinter Rock For personal use only Intersections up to 37m in thickness over the historic drilling traverse close to surface NdPr oxides make up over 20% of the total TREO basket in higher grade zones A A’ 9 Refer to Independent Geological Report in the Company Prospectus for further information, (
Slide 12: Splinter Rock
Splinter Rock For personal use only The clay rare earth mineral enrichment is considered to be formed from weathering of the granites in the area Initial 179-hole AC drilling program completed Extensive clays encountered across 100km of drill lines Assay results to be received through Q4 2022 10
Slide 13: Airborne Electromagnetics – Clay Mapping
Airborne Electromagnetics – Clay Mapping For personal use only Airborne geophysics survey across Splinter Rock and Grass Patch to be completed during October 2022 Aiming to identify and map clay locations, expanse, depth and thickness across all granted OD6 Tenements Analysis of data to be completed
Slide 14: Initial Clay Mapping Success at Splinter Rock
Initial Clay Mapping Success at Splinter Rock For personal use only CSIRO and OD6 Metals are collaborating on techniques to improve rare earth exploration • Identified clays of 10-50m in thickness • Clays zones of multiple kms in length • Enables future targeted drilling of shallow, thick clay horiz
Slide 15: Grass Patch
Grass Patch For personal use only Four granted exploration licenses and two applications spanning over 2,248km2 Soil geochemistry and water Grass Patch NW bore anomalies indicate high Nd+Pr Prospect level of prospectivity for REE Belgian Road Prospect: high Potential 12km Nd+Pr in soil Mafic/Ultrama
Slide 16: Planned Work Program
Planned Work Program For personal use only Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 CY22 CY22 CY23 CY23 CY23 CY23 CY24 CY24 Drilling Aircore drilling program Geophysical clay mapping Grow the target base Metallurgical test work Analysis, research and development Resource definition Infill drilling & maiden Mineral R
Slide 17: Splinter Rock Work Program
Splinter Rock Work Program For personal use only Metallurgical Testing Clay Mapping AEM Survey Scoping Study Initial Drilling Infill Drilling Maiden JORC Exploration Target Resource 15
Slide 18: Corporate Snapshot
Corporate Snapshot For personal use only Capital Structure ASX: OD6 Price per share 1 A$0.18 Total number of shares on issue 2 102.45M Performance rights and options 2 32.70M Market capitalisation (undiluted) 1 A$18.44M Dr Darren Mr Brett Mr Piers Dr Mitch Cash 2 A$7.08M Holden Hazelden Lewis Loan N
Slide 19: Key Highlights
Key Highlights For personal use only ✓ Explosion in demand for critical rare earth minerals ✓ Drilling has confirmed thick, near surface, clay hosted rare earth elements ✓ Airborne geophysics aiming to map clay locations, expanse, depth and thickness across all granted OD6 Tenements ✓ Strong potenti
Slide 20: Registered Office and Share Registry
For personal use only Registered Office c/o LCP Group Level 1, 50 Kings Park Road West Perth WA 6005 Phone: +61 8 6189 8515 Email: info@od6metals.com.au Share Registry Computershare Investor Services Level 11, 172 St Georges Tce Perth WA 6000 www.od6metals.com.au