Kodal Minerals Plc · LSE:KOD
Kodal Minerals — Shareholder Meeting (September 2025)
8 slides from Kodal Minerals's shareholder meeting presentation, Sep 30, 2025
Slide 1: Kodal Minerals plc AGM Presentation and Q&A
Kodal Minerals plc AGM Presentation and Q&A 30 September 2025
Slide 2: Disclaimer
Disclaimer The information contained in this document (“Presentation”) and the presentation made to you verbally has been prepared by Company’s results of operations, performance, financial condition, prospects, growth, strategies and the industry in which the Kodal Minerals PLC (the “Company”). Kod
Slide 3: FY25 Overview – a year of major milestones
FY25 Overview – a year of major milestones From developer to critical metals producer in 12 months ✓ Completed construction of Stage 1 Bougouni Lithium Project DMS on schedule & within US$65m capex budget ✓ Achieved first production in February with concentrate grade of 5.53% Li2O ✓ Produced ~ 45,00
Slide 4: Stage 1 DMS Updated Mining Production Forecast 2025–2026
Stage 1 DMS Updated Mining Production Forecast 2025 – 2026 Ore and Waste Production and Cumulative Spodumene Production Profile (SC 5.5) 1,400,000 Spodumene 250000 Production Target for 2026 1,200,000 +125,000 tonnes TONNES SC5.5 PRODUCED 200000 1,000,000 TONNES MINED 150000 800,000 Spodumene Produc
Slide 5: Bougouni Operations Update
Bougouni Operations Update Fully permitted & financed, built and in production • Processing - planned maintenance shutdown of DMS processing plant completed; targeting ramp up to nameplate production; Stage 2 Flotation Plant studies ongoing • Mining activity - open-pit mining at Ngoualana progressin
Slide 6: Mali Update
Mali Update • Management’s priority is always to ensure safety and wellbeing of all employees • Strong relationship with Mali Government continues with successful site visit by Minister of Mines and Governor of Bougouni in August, resulting in granting of export permit • Mali now a steady operating
Slide 7: Next steps for Kodal Minerals plc
Next steps for Kodal Minerals plc Transition into a fully fledged revenue generating miner following first exports of spodumene; ramp up to nameplate Solidify position as a significant critical minerals producer in West Africa to meet increased global demand for EVs, Battery Energy Storage Systems (
Slide 8: Contact: Bernard Aylward, Chief Executive Officer
BERNARD AYLWARD Chief Executive Officer www.kodalminerals.com ALLENBY CAPITAL LTD BURSON BUCHANAN CANACCORD GENUITY SP ANGEL Nominated Adviser Financial PR & IR Joint Broker Financial Adviser & Joint Broker j.porter@allenbycapital.com kodal@buchanancomms.co.uk jasensio@cgf.com richard.parlons@spange
Kodal Minerals — Shareholder Meeting (September 2025) on 6ix