Cadoux Limited · ASX:CCM
Cadoux — FYI Resources — RIU Conference Sydney 2023
18 slides from Cadoux's conference presentation, May 10, 2023
Slide 1: RIU Conference Sydney
RIU Conference Sydney May 9th -11th 2023 Resources technology company & critical minerals developer ASX:FYI FSE:SDL OTC:FYIRF
Slide 2: Cautionary Statement
CAUTIONARY STATEMENT This presentation is for information purposes only. Neither this presentation nor the information Such forward-looking statements are provided as a general guide only and should not be relied on contained in it constitutes an offer, invitation, solicitation or recommendation in
Slide 3: Competent Person's Statement
COMPETENT PERSON’S STATEMENT Ore Reserves Metallurgy The information in this report that relates to Ore Reserves is based on information compiled by Mr. Steve The information in this report that relates to metallurgy and metallurgical test work is based on information Craig, who is a Fellow of the A
Slide 4: Directors, Management and Capital Structure
DIRECTORS MANAGEMENT ASX:FYI FSE:SDL OTC:FYIRF Shares on issue: 366.3m Mr Edmund Babington Claudio Di Prinzio Options: 3.5m Non-Exec Chairman Manager - Ops & Tech Share price A$0.11 Market capitalisation A$40m Cash on hand A$9.1m Ms Sandy Chong Hans op den Dries Non-Exec Director Chief Financial Off
Slide 5: FYI is an emerging high purity alumina producer
FYI is an emerging high purity alumina producer utilising its innovative flowsheet design for high quality, low cost production of HPA FYI’s HPA process flowsheet and technologies has been demonstrated through multiple pilot plant production runs FYI’s HPA quality and purity has been demonstrated an
Slide 6: NPV Summary (Post Tax)
NPV SUMMARY (POST TAX) US$1,014m 55% US$186m US$131m AFTER-TAX NPV (@ 8%) IRR 25 YEAR AVG ANNUAL EBITDA NET CASH FLOW PER ANNUM HPA CASH COST 25 YEARS US$202m 3.2 YEAR US$6,661 DCF PROJECT FORECAST PROJECT CAPITAL PAYBACK PER TONNE PRODUCTION CAPEX ESTIMATE 10,000 tpa HPA production US$26,400/t HPA
Slide 7: Project value increase steps
Project value increase steps NPV 8% Value Commercial Production US$1.01b* Small-Scale Production / Demonstration 3 1 Pilot Plant Demonstrated HPA quality and purity. Market validated 2 2 Prove commercial production. Continue ongoing qualification 3 HPA production & cashflows. Deliver project value 1
Slide 8: Catalyst Drivers: Sapphire Glass / LED Module
SAPPHIRE GLASS / LED MODULE CATALYST DRIVERS LED MODULE Increasing energy consumption awareness HPA and strict Government emission policies phasing out of old and inefficient lighting applications (eg. incandescent, neon, ALUMINATE PHOSPHORS HPA halogen) being replaced by LED SAPPHIRE SUBSTRATE LED
Slide 9: Catalyst Drivers: Lithium-Ion Battery
LITHIUM-ION BATTERY CATALYST DRIVERS HPA is a major input into cereamic coated separators (CCS) in batteries HPA provides greater safety, integrity, CATHODE performance and charging rates in EV batteries ANODE SEPARATOR HPA SEPARATOR EV battery market forecast to grow from HPA US$450m (2016), US$37b
Slide 10: Global HPA markets are growing rapidly
Global HPA markets are growing rapidly requiring high quality and reputable supply • HPA growth has been invigorated in response to global Forecast global HPA demand forecast (tpa )* investment in EV’s as post COVID19 and critical minerals Mid-term – Market balance LED demand stimulus incentives ach
Slide 11: Development milestones for the SSP
Development milestones for the SSP • Revised development FYI’s 12-month Re-scoped HPA Development Schedule • Shortened schedule Process Design Caex and Opex (June) • ~1000tpa production Start Approvals (December) SSP Execution (September) (May 2024) • Development based on definitive feasibility stud
Slide 12: Rare Earth Strategy
MINHUB Rare Earth Strategy fyi
Slide 13: Minhub Outline Summary
Ideal Darwin port Downstream business location - access model with clear to Asian markets commercial MINHUB OUTLINE SUMMARY advantages 1. FYI acquires Minhub Operations Pty Ltd (MOPL). MOPL is Manager of the Minhub Project (Minhub) Australian/NT Growing demand 2. MOPL aims to develop, construct, and
Slide 14: The rare earths project strategy is a great adjunct to the HPA project
The rare earths project strategy is a great adjunct to the HPA project FYI’s focus is on our core HPA project The HPA project metrics and market outlook is compelling The project team is being expanded and a re-engineered development plan and revised schedule has been established Project improvement
Slide 15: The Minhub Project is proposed as a mineral separation plant
• The Minhub Project is proposed as a mineral separation • Minhub Operations Pty Ltd (MOPL) is developing an plant to be located in the Darwin Port Precinct, Northern independent collaborative mineral processing Territory option for the mineral sands industry • The Minhub Project will be co-owned by
Slide 16: The Minhub Project will be co-owned by FYI & Arafura
The Minhub Project will be co-owned by Arafura will own and operate Arafura & Minhub jointly FYI & Arafura and managed by MOPL the Nolans Rare Earths Project investigating HRE downstream MOPL will collaborate with 50:50 emerging rare earth rich mineral sands projects NOLANS FUTURE HEAVY MINERAL RARE
Slide 17: HPA remains our focus
Australia’s Critical Minerals HPA remains our focus Strategy aims to grow the rare earths sector, expand An opportunity to participate in the development of a potentially world class operation. Straightforward project delivery, low development cost, downstream processing and well resourced team, ind
Slide 18: For Further Information Please Contact
ASX:FYI FOR FURTHER DETAILS PLEASE CONTACT: ASX:FYI FOR FURTHER INFORMATION PLEASE CONTACT Roland Hill Managing Director info@fyiresources.com.au Unit 8-9, 88 Forrest Street, Cottesloe WA 6011 www.fyiresources.com.au ASX:FYI