Cobalt Blue Holdings Ltd. · ASX:COB

Cobalt Blue — Investor Webinar: Reshaping the Cobalt Supply Chain (23 October 2025)

13 slides from Cobalt Blue's conference presentation, Oct 20, 2025

  1. Slide 1: ASX Announcement: Investor Webinar Invitation to Shareholders

    Cobalt Blue Holdings Limited ABN 90 614 466 607 Address: Suite 12.01, Level 12, 213 Miller Street, North Sydney, NSW 2060 Website: www.cobaltblueholdings.com LinkedIn: www.linkedin.com/company/cobalt-blue-holdings ASX Announcement 20 October 2025 Investor Webinar Invitation to Shareholders Cobalt Bl

  2. Slide 2: Reshaping the Cobalt Supply Chain

    Reshaping the Cobalt Supply Chain October 2025

  3. Slide 3: Cobalt market is highly concentrated

    Cobalt market is highly concentrated  Markets face a constrained set of options for securing cobalt supplies  Foreign Entities of Concern (FEOC) control ~70% of mined output, ~80% of refined production  Availability of non-FEOC refined products is limited due to supply chain integration Cobalt is

  4. Slide 4: Cobalt market in a structural shift

    Cobalt market in a structural shift  The DRC 2025 export ban and 2026/2027 export quota system is rebalancing the market after +3 years of predatory oversupply  Demand for cobalt from the battery and industrial sectors will grow +5% through 2030  Prices are rapidly reverting toward long-term aver

  5. Slide 5: Cobalt is required for modern defence systems

    Cobalt is required for modern defence systems In 2025, for the first time, all 32 NATO member countries are projected to meet or exceed the target of spending 2% of GDP on defence  Temperature resistant superalloys for jet engines  Armour piercing alloys (2-4% cobalt)  Precision-guided munitions

  6. Slide 6: Meeting today's market gap and de-risking future mine development

    Meeting today’s market gap and de-risking future mine development We aim to build a secure cobalt supply chain by developing mid- stream processing of intermediates & black mass Cathode Mine / Cathode Cathode/ Concentrate Intermediate Refining Active Cells Cell Pack Battery Recycling Extraction Prec

  7. Slide 7: Non-FEOC Demand and Supply / Project Timeline

    Non-FEOC Demand and Supply 140 Demand 120 COB Supply 100 ~10% Speed to market tonnes Co 80 • Targeting ~10% of non-FEOC cobalt supply chain 60 Market Gap • Producing cobalt metal & sulphate 40 • First operations within 18-24 months 20 Supply Investment ready 0  Project partner: Iwatani 30% / 70% CO

  8. Slide 8: Australia's first cobalt sulphate refinery

    Australia’s first cobalt sulphate refinery Source: Cobalt Blue Holdings Limited 7

  9. Slide 9: COB has invested over A$15m in developing a demonstration facility

    COB has invested over A$15m in developing a facility that has successfully demonstrated all stages of our minerals processing technology.  Currently producing cobalt metal and cobalt sulphate  Supports ongoing R&D activities and contract testwork  Opportunity to commercially treat domestic black

  10. Slide 10: One of the world's largest undeveloped cobalt resources

    Demonstration Portal Decline Ancillary infrastructure  Power, water, rail and road connections to existing networks (onsite renewable power generation also being considered). One of the world’s largest undeveloped cobalt Integrated Waste Landforms resources, set to become a generational operation 

  11. Slide 11: Compliance Statements

    Compliance Statements Information included in this presentation is, in part, extracted from reports available via Assumption Input https://www.cobaltblueholdings.com and is referenced in the following Compliance Statements. Cobalt Price US$60,186/t (AU$85,980) The Company confirms that it is not awa

  12. Slide 12: Disclaimer

    Disclaimer The following notice and disclaimer apply to this investor presentation (Presentation). Forward-looking statements and forecasts You are, therefore advised to read this carefully before reading or making any other use This Presentation contains certain “forward-looking statements” and com

  13. Slide 13: Compliance Statements

    Compliance Statements The Mineral Resource estimate for the BHCP deposits (at a 275 ppm CoEq cut-off) detailed by Mineral Resource classification. Note minor rounding errors may have occurred in compilation of this table. Classification Tonnes (Mt) CoEq (ppm) Co (ppm) S (%) Ni (ppm) Contained Co (kt

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