Kincora Copper Limited · TSXV:KCC
Kincora Copper — Investor Presentation (July 2022)
30 slides from Kincora Copper's investor presentation, Jul 18, 2022
Slide 1: The leading pure play porphyry explorer in Australia's foremost porphyry province
KINCORA For personal use only COPPER The leading pure play porphyry explorer in Australia’s foremost porphyry province July 2022 Most recent assay results include the highest grade primary mineralisation interval drilled so far by Kincora. Photo of high grade zone at the Southern Extension (skarn) Z
Slide 2: Cautionary Statement
Cautionary Statement For personal use only Certain disclosure may constitute "forward-looking statements”. In making the forward-looking statements, the Company has applied certain factors and assumptions that the Company believes are reasonable. However, the forward-looking statements are subject t
Slide 3: Why Kincora?
Why Kincora? • Fundamentals in place: Team, Location, and Targets, coupled with track record of persistent systematic exploration For personal use only Team Location Industry leading Tier 1 jurisdiction + projects with clear technical team geological hallmarks to neighboring world- class mines/depos
Slide 4: Capital structure and shareholder register
Capital structure and shareholder register • Ticker “KCC” on TSXV & ASX For personal use only Other TSXV Transferred to ASX CDIs since listing4 A$6.6m (listed March 30th, 2021) Management/ Board 6% Market Cap1 Other ASX 122.9m total shares NPC 6% (49.2m TSXV / 73.6m ASX)4 LIM 16% A$3.6m A$1.9m Cash2
Slide 5: Recent highlights and discovery
Recent highlights and discovery • Emerging Southern Extension Zone (SEZ) discovery at the flagship Trundle project expanded with high grade intervals1 For personal use only • Fourth hole at the SEZ returns the highest grade primary mineralisation interval yet at the Trundle project • 34m @ 1.02 g/t
Slide 6: Southern Extension Zone (SEZ) expanding with ore grade
Southern Extension Zone (SEZ) expanding with ore grade • Kincora has discovered one of the largest skarn systems in Australia, where is the porphyry intrusion mineralising the SEZ skarn? For personal use only TRUNDLE PARK PROSPECT TRDD029 TRDD031 TRDD030 TRDD032 SEZ TARGET Kincora diamond hole colla
Slide 7: Pipeline: Active and systematic explorer
Pipeline: Active and systematic explorer • Assay results pending for 6 prospects across 2 projects, and Mongolian portfolio agreement/cash reimbursements pending For personal use only Projects with clear Co-operative funding Corporate geological grants for prospective opportunities to hallmarks to e
Slide 8: Technical Team
Technical Team For personal use only Multiple world-class copper and gold discoveries, and mine developments Exploration: Led by John Holliday, a foremost expert on LFB porphyries who originated and managed the exploration phases resulting in the discovery of Cadia and also the John Holliday Paul Cr
Slide 9: Industry leading exploration, mining and financing team
Industry leading exploration, mining and financing team Board For personal use only Cameron McRae Exploration track record Independent Chairman Discovery Team Discoveries include: Remuneration Committee Based in NSW • Cadia Au/Cu (Tier 1) • Seasoned director, CEO and mining executive, incl. 28-yrs •
Slide 10: Location: World-class porphyry district
Location: World-class porphyry district • Porphyries supply ~60% of the worlds copper Insert for slide 11 • Kincora the leading pure play porphyry explorer in Australia’s Cobar For personal use only Cadia is the flagship mine for Newcrest (the largest foremost porphyry province gold miner on the ASX
Slide 11: Location: Clusters of intrusive porphyry systems
Location: Clusters of intrusive porphyry systems Cadia Northparkes For personal use only Newcrest CMOC & Sumitomo Big Little • Big & highly altered footprints with Cadia Cadia discrete high-grade cores • Clusters of vertically extensive intrusive porphyry systems • Core of systems not evident in the
Slide 12: Kincora's strategic portfolio
Kincora’s strategic portfolio Kincora’s projects in RED • Favorable locations in key Macquarie Arc volcanic belts NORTH • Advanced exploration stage &/or host large footprints For personal use only • Multiple new discoveries at the brownfield Trundle project Proximity to POST MINERAL COVER Project w
Slide 13: Trundle: A brownfield setting to Northparkes
Trundle: A brownfield setting to Northparkes • Eastern side of Northparkes Igneous Complex (NIC) at Northparkes: >24Moz AuEq, 40% of technical intrusive porphyry discoveries economic • Trundle sits on the Western side of the NIC, with big & highly altered systems within the north & south of the proj
Slide 14: Trundle Park: Illustration of an initial concept
Trundle Park: Illustration of an initial concept Cadia For personal use only Trundle Park Newcrest Skarn zones Kincora CADIA EAST LITTLE CADIA KINCORA’S FIRST HOLE Porphyry Skarn - TRDD001 Top 50m Cadia and Trundle Park Sections Zoned alteration and mineralisation Fluids cool as they migrate, provid
Slide 15: Trundle Park: Drilling confirms geological concepts
Trundle Park: Drilling confirms geological concepts • Within the southern portion of the Trundle license/project For personal use only Initial concepts Kincora’s first hole Now • ~700m strike of gold and copper • Proof of initial geological concepts and • >1300m strike of gold and copper mineralisat
Slide 16: Trundle Park: A typical Macquarie Arc intrusive system
Trundle Park: A typical Macquarie Arc intrusive system • Kincora has made one new technical intrusive porphyry discovery at the Trundle Park prospect the equivalent to Northparkes • Extensive mineralised footprint at surface across the wider adjacent prospect areas - plenty of room for multiple new
Slide 17: Trundle Park: Large system, open, & better understood
Trundle Park: Large system, open, & better understood • Kincora has expanded the mineralised system from 700m to now >1.3km, and getting larger • NE Gold Zone and Dunn’s prospects open to the North with Southern Extension Zone and Botfield prospects open to the South For personal use only DUNN’S (NO
Slide 18: SEZ: 4th hole yields highest grade hit at the project
SEZ: 4th hole yields highest grade hit at the project • Extensive and ore grade intervals in one of the largest skarn systems in Australia – but where has that mineralisation been sourced from? • Causative porphyry intrusive is yet to be confirmed for the Southern Extension Zone (SEZ) SEE SLIDE 17 F
Slide 19: Trundle Park: A cluster of intrusion related systems
Trundle Park: A cluster of intrusion related systems • Section along the eastern margin of the Trundle Park prospect illustrates 3 separate zones (to date) • Kincora has made one new technical intrusive porphyry discovery at the Eastern and Central Zones SEE SLIDE 17 FOR PLAN VIEW For personal use o
Slide 20: Dunn's North & Ravenswood South: Near surface targets
Dunn’s North & Ravenswood South: Near surface targets • Dunn’s North and Ravenswood South prospects are 3km N and 5.5km NW respectively from Trundle Park • Stage 2 drilling proposed to follow up large scale, open pit depth, gold-copper anomalies For personal use only RAVENSWOOD SOUTH PROSPECT Copper
Slide 21: Mordialloc & Mordialloc NE: Large systems at north of project
Mordialloc & Mordialloc NE: Large systems at north of project • Two technical intrusive porphyry discoveries at the Mordialloc & Mordialloc NE prospects • Kincora is currently following up Mordialloc NE with results of a diamond drill hole pending, planning for air-core drilling at Mordialloc For pe
Slide 22: Fairholme: multiple large systems on strike from Cowal
Driftway C Anomaly 2 Glencoe Fairholme multiple large Kennel systems on strike from Cowal For personal use only • Cooperative drilling grants: Gateway prospect & 3 prospects at Jemalong Gateway • Assay results pending for Fairholme air-core drilling at 5 prospects, 22- holes for 2,305 metres FAIRHOL
Slide 23: Northern Junee-Narromine belt
Northern Junee-Narromine belt PHNYDD002 • Region potentially covers the largest intrusive centre of the Macquarie Arc • Very limited drilling because of post mineral cover – Boda discovery supports For personal use only proof of concept that the Macquarie Arc continues north under cover NYNGAN INFLE
Slide 24: Mongolia's world-class Southern Gobi porphyry belt
Mongolia’s world-class Southern Gobi porphyry belt • Highly mineralised but vastly underexplored, on China’s doorstep and trucking distance to the world’s largest copper consumer • Focus of various significant investment milestones 1H’2022 For personal use only 1. Oyu Tolgoi partners approve commenc
Slide 25: Kincora's Mongolian portfolio
Kincora’s Mongolian portfolio For personal use only • Seeking to advance and extract value • Prior to focusing efforts to the Macquarie Arc, Kincora undertook the first district scale and modern exploration of the Southern Gobi belt • Kincora retains a 100% stake in one of the largest land positions
Slide 26: Kincora Copper
Kincora Copper • Near term strategy: Confirm our position as the leading pure play porphyry explorer in Australia’s foremost porphyry province For personal use only Upside to Trundle Park at Trundle: >1.3km mineralised system getting larger Close up at 850.1m in TRDD0321 • Most recent assay results
Slide 27: Appendix - Location: "The place to be"
Appendix - Location: “The place to be” • Gold-rich copper deposits globally For personal use only Australia’s world ranking for1: Gold Copper Resources 1st 2nd Production 2nd 6th “ As an economic geologist … NSW, Lachlan Fold Belt, for copper and gold, is the place to be” Richard Schodde, MinEx Cons
Slide 28: Appendix - Location: Players & projects
Appendix - Location: Players & projects For personal use only 28
Slide 29: Appendix - Mongolian portfolio: large porphyries
Appendix - Mongolian portfolio: 3 large porphyries • Seeking to advance Kincora’s wholly owned portfolio and extract appropriate value • Existing transaction with Resilience Mining Mongolia Limited (RMM) lapses August 5th, unless further mutual agreement2 For personal use only West Fox BFIC: Bronze
Slide 30: Contact
CLICK HERE FOR AN EXPLORATION For personal use only STRATEGY & PROGRESS VIDEO Contact Sam Spring President & CEO @KincoraCopper KINCORA sam.spring@kincoracopper.com Melbourne +61431 329 345 Kincora Copper Limited www.kincoracopper.com COPPER 30 ASX/TSXV: KCC 30