Cobalt Blue Holdings Ltd. · ASX:COB
Cobalt Blue — Investor Presentation (May 2024)
10 slides from Cobalt Blue's investor presentation, May 7, 2024
Slide 1: Investor Webinar Presentation announcement
Cobalt Blue Holdings Limited ABN 90 614 466 607 Level 17, 100 Miller Street, North Sydney, NSW 2060 www.cobaltblueholdings.com Facebook: www.facebook.com/Cobalt.Blue.Energy/ LinkedIn: www.linkedin.com/company/cobalt-blue-holdings 7 May 2024 Company Announcements Office Australian Securities Exchange
Slide 2: Investor Webinar: Global EV sales + NCM battery outlook
8 May 2024 For personal use only Investor Webinar: Global EV sales + NCM battery outlook
Slide 3: Disclaimer
Disclaimer Forward-looking statements and forecasts The following notice and disclaimer apply to this investor presentation (Presentation). You are therefore advised to read this carefully before reading or making any other use of this This Presentation contains certain “forward-looking statements”
Slide 4: Strategic Priorities
Strategic Priorities For personal use only Cobalt-Nickel Re-Mining Refinery Flin Flon Mine, Canada Collaborations: Regeneration, Location: Kwinana Industrial European Raw Materials Area (Western Australia) Alliance Products: IRA eligible Cobalt Ongoing evaluation of other & Nickel Sulphate
Slide 5: Cobalt: A Metal in Transition
Cobalt: A Metal in Transition Cobalt Price, US$/lb Cobalt’s Sources of Supply For personal use only & Supply/Demand Growth $45 $45 600 30% Supply Growth $40 $40 (RHS) Demand Growth 500 25% $35 $35 Demand LT Cobalt Price overtakes (real $2024) ROW supply growth $30 $30 400 20% 000 tonnes Co YoY growt
Slide 6: Cobalt: A Metal in Transition
Cobalt: A Metal in Transition Cobalt Demand Breakdown For personal use only 2018 2030 ASX: COB 5 Source: Benchmark Minerals Intelligence, Rho Motion, Cobalt Blue Holdings Limited
Slide 7: For personal use only
For personal use only Copyright Rho Motion 2024, sharing or reproduction is not permitted without permission
Slide 8: For personal use only
For personal use only Copyright Rho Motion 2024, sharing or reproduction is not permitted without permission
Slide 9: For personal use only
For personal use only Copyright Rho Motion 2024, sharing or reproduction is not permitted without permission
Slide 10: For personal use only
For personal use only Copyright Rho Motion 2024, sharing or reproduction is not permitted without permission
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