Coda Minerals Ltd · ASX:COD
Coda Minerals — Investor Presentation (November 2020)
23 slides from Coda Minerals's investor presentation, Nov 20, 2020
Slide 1: Copper in a World-Class Mineral Province
For personal use only Copper in a World-Class Mineral Province November 2020
Slide 2: Disclaimer
Disclaimer Important Notices Nature of this document: The purpose of this presentation is to provide general information about Coda Minerals Limited (ACN 625 763 957) (the ‘Company’). Unless otherwise stated herein, the information in this presentation is based on the Company’s own information and e
Slide 3: Rare Investment Opportunity
Rare Investment Opportunity PROMINENT HILL For personal use only ADVANCED ELIZABETH CREEK COPPER PROJECT • $5.7 Million spent to date to drill and assess metallurgical OLYMPIC DAM and geotechnical properties and de-risk project. • 159kt Cu and 9.4kt Co in shallow, JORC 2012 compliant OAK DAM WEST In
Slide 4: Corporate Structure
Corporate Structure TOP 20 SHAREHOLDERS (as of 22 October 2020) CURRENT CAPITAL STRUCTURE For personal use only Rank Shareholder %IC ASX Code COD 1 ANGANG GROUP HONG KONG (HOLDINGS) LIMITED 13.92 Share Price [19/11/2020] $0.365 2 MR KEITH FRANCIS JONES & MRS JENNIFER JONES 8.29 3 HSBC CUSTODY NOMINE
Slide 5: Board of Directors & Senior Management
Board of Directors & Senior Management For personal use only Keith Jones Colin Moorhead Robin Marshall Paul Hallam Chris Stevens Telma Southgate Matt Weber NON-EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE NON-EXECUTIVE CHIEF EXECUTIVE CFO & COMPANY MANAGER – CHAIRMAN DIRECTOR DIRECTOR DIRECTOR OFFICER, DIR
Slide 6: Copper Fundamentals
Copper Fundamentals Copper holds a crucial role in the development of the modern world. Applications for copper are set to heighten For personal use only in unison with the world’s growing energy needs and transition towards a greener future. 2020 FUTURE Stronger than expected economic recovery in C
Slide 7: Copper Connects
Copper Connects The three most important growth sectors that will drive demand for copper are electric vehicles, renewable For personal use only electricity generation and the construction sector as countries start rebuilding their economies. ELECTRIC VEHICLES Wind farms contain between 1.8 to 6.8 t
Slide 8: Copper Connects
Copper Connects For personal use only The volume of copper from smart city technologies is predicted to double from 2.7Mt in 2019 to 4.8Mt in 2025. CONSTRUCTION Global middle class is expected to grow to 5.6B by 2030, creating significant demand for buildings and infrastructure. Increasing urban pop
Slide 9: Value creation through risk weighted exploration
Value creation through risk weighted exploration For personal use only Coda’s value proposition encompasses existing Resources and multiple targets across a large tenement package Existing resources and low risk supplemental tonnes EXISTING • Existing Indicated MG14 and Windabout Mineral Resources c
Slide 10: Exploration and Resource Expansion
Exploration and Resource Expansion Elizabeth Creek tenure host multiple exploration targets for resource expansion including Zambian-style shale For personal use only hosted copper resources and IOCG prospects. EMMIE BLUFF ELIZABETH NORTH ZAMBIAN STYLE TARGET IOCG TARGET CHIANTI HANNIBAL IOCG TARGET
Slide 11: Emmie Bluff Exploration Target
Emmie Bluff Exploration Target For personal use only Emmie Bluff Exploration Target defined in June 2019 offers potential for significant uplift in the resource base. N Plan View SAE 19 Based on Drilling 3.15m at 1.97% Cu Eq Deposit model based on 17 diamond drill holes over SAE 12 more than 3km of
Slide 12: Defining the extent of Emmie Bluff
Defining the extent of Emmie Bluff For personal use only Seismic and MT evidence supports expansion of the Emmie Bluff Exploration Target N Project Focus Area Plan View Proving up the Exploration Target remains the primary short-term objective Fringing Basins Fringing sub-basins identified by seismi
Slide 13: IOCG Prospectivity and Principal Targets
IOCG Prospectivity and Principal Targets For personal use only Priority IOCG targets in the Elizabeth Creek Project are focused in the northern part of the tenure. Emmie Bluff Deeps Olympic Dam 114km NNW Oak Dam West • Historical drilling establishes IOCG system in 15km NE the area, narrow IOCG mine
Slide 14: Detailed Study Opens New Opportunities
Detailed Study Opens New Opportunities MAGNETIC GRAVITY COINCIDENT ANOMALISM For personal use only Elaine Zone North looking Magnetic (top) and Gravity (bottom) cross Magnetic Inversion slice (RL-890m) Gravity Inversion Slice (RL-890m) sections of inversion models showing key AoI. Detailed Comprehen
Slide 15: Value Drivers Summary
Value Drivers Summary Exploration strategy focused on delivering rapid shareholder For personal use only returns. SIGNIFICANT EXPLORATION EXISTING • $5.7 million in sunk exploration expenditure • Existing peer comparable resource base. POTENTIAL RESOURCES EXISTING RESOURCES • Rapid, high-multiple SP
Slide 16: Appendices
Appendices For personal use only Copper & Future Minerals
Slide 17: Appendix A: Statements
Appendix A: Statements For personal use only Mineral Resources & Competent Person Statement Mineral Resources and Exploration Targets 1. MG14 Indicated Mineral Resource: The information is extracted from the report entitled "Mt Gunson Copper-Cobalt Project Update" created on 19 January 2018 and is a
Slide 18: Appendix B: Board and Management Extended Bio
Appendix B: Board and Management Extended Bio Keith Jones BBus, FCA, FAICD, FFin For personal use only Non-Executive Chairman Mr Jones is an experienced public company Chairman with a background of over 40 years professional experience providing advisory and consulting services to the mining and res
Slide 19: Appendix B: Board and Management Extended Bio
Appendix B: Board and Management Extended Bio For personal use only Zhu Changjiang Bachelor of Mining Mechanical Engineering Non-Executive Director Mr Zhu is an experienced mining engineer. Mr Zhu has been with Ansteel since 1987 and is now the CEO of Karara Mining Limited (a wholly owned subsidiary
Slide 20: Appendix B: Board and Management Extended Bio
Appendix B: Board and Management Extended Bio For personal use only Chris Stevens BA (Hons), MA (Oxon), MSc, GAICD Chief Executive Officer, Director Mr Stevens is an experienced resources executive and mineral economist who, prior to joining Coda Minerals, held the role of CEO at Gindalbie Metals an
Slide 21: Appendix C: Resources Technical Summary
Appendix C: Resources Technical Summary Simmens Quartzite Blocky meta- For personal use only sandstone, cream coloured. Corraberra Sandstone Red-brown silty Target Mineralogy sandstones and flaggy, micaceous • The project’s existing resources and its drill-ready Exploration siltstones. Target at Emm
Slide 22: Appendix D: Farm in and Joint Venture
Appendix D: Farm in and Joint Venture For personal use only Coda is farming-in to the Elizabeth Creek project and increasing its ownership through exploration expenditure. In Progress Free Carry Spend to Date: $5.7M Option 1: 70% ownership, no option exercise, Spend: $8.62M Option 2: 75% ownership,
Slide 23: For personal use only
For personal use only Jason Peterson CPS Capital Lvl45, 108 St George’s Terrace Perth WA 6000 08 9223 2222 coda@cpscapital.com.au 6 Altona Street West Perth WA 6005 08 6270 6331 info@codaminerals.com
Coda Minerals — Investor Presentation (November 2020) on 6ix