Kincora Copper Limited · TSXV:KCC
Kincora Copper — Investor Presentation (September 2024)
40 slides from Kincora Copper's investor presentation, Sep 10, 2024
Slide 1: Kincora Investor Presentation
Kincora Investor Presentation Melbourne, Australia — September 10th, 2024 Please find attached for release to the market, Kincora Copper Limited’s Investor Presentation – September 2024. For personal use only This announcement has been authorised for release by the Board of Kincora Copper Limited (A
Slide 2: Deals, Partner Funding & Drilling
KINCORA COPPER For personal use only Deals, Partner Funding & Drilling Focused On Tier-1 Copper-Gold Discovery September 2024 ASX & TSXV ticker: KCC
Slide 3: Cautionary Statement
Cautionary Statement Kincora Copper “KCC”: ASX & TSXV Kincora Copper Limited (ARBN 645 457 763) Certain disclosure may constitute "forward-looking statements”. In making the forward-looking statements, Kincora Copper Limited (“Kincora” or “the Company”) has applied For personal use only certain fact
Slide 4: Value through Deals, Partner Funding & Discovery
Value through Kincora Copper “KCC”: ASX & TSXV Deals, Why Kincora? Partner Funding For personal use only & Discovery Leveraged Exposure to Copper & Gold Industry Leading Team (eg Tier-1 Cadia & Reko Diq discoveries) Projects in Exploration & Mining Hotspots New Tier-1 Scale Targets Inflection Point
Slide 5: Corporate Snapshot
Corporate Kincora Copper “KCC”: ASX & TSXV Snapshot $13m * Up to $60m * Further Deals/ Market Cap Partner Funding Partner Funding For personal use only Cash $1.0m * (KCC, ex-Partner Funding/Mgmt Fee) Nyngan + Nevertire projects Unique Shares $0.5m * (Woomera Mining Limited “WML”) Nyngan Leverage to
Slide 6: Inflection Point For Deals + Partnerships
Inflection Point Kincora Copper “KCC”: ASX & TSXV For Deals + Partnerships, more projects & … with drilling now Drilling more deals to drive news flow… For personal use only ramping up NSW 100% Project (1) (1) Results + follow drilling pending Ownership (December 2023) (2) (2) Drilling within the mo
Slide 7: Industry Leading Team
Industry Leading Team Kincora Copper “KCC”: ASX & TSXV For personal use only Discovery Track Record Cameron McRae • Seasoned chairman, CEO & mining Sam Spring • Ex leading mining analyst, >10 yrs Goldman & Ocean (amongst others) Independent President & CEO, Chairman executive Equities Director, Tech
Slide 8: Why NSW? Macquarie Arc v Central Andes
Why NSW? Macquarie Arc v Central Andes (same scale) Kincora Copper “KCC”: ASX & TSXV Macquarie Arc, NSW Chile Central Andes, Chile/Argentina Caserones Focus of current Ace drilling with of For personal use only Spades AngloGold Ashanti “New” Belt/District(s) Canonba Maricunga >100km strike Los Helad
Slide 9: Vicuña Example Of Enormous Value Of New Porphyry Districts
Vicuña Central Andes Example Of Enormous Value Of New Porphyry Districts Kincora Copper “KCC”: ASX & TSXV Pre- ~C$40 million Pre- >C$8.5 billion * * Discovery Development For personal use only Market Capitalisation Market Value Value Created >200x (to date) 2009 Today Discoveries (All pre-developmen
Slide 10: Why NSW? Outscores Rival Emerging Porphyry Districts
NORTHERN JUNEE-NARROMINE BELT (+ MACQUARIE ARC IN Kincora Copper Why NSW? GENERAL) v Globally OUTSCORES Emerging RIVAL Porphyry EMERGING Districts DISTRICTS PORPHYRY “KCC”: ASX & TSXV Macquarie Arc Undercover Vicuña District Golden Northern Extensions (Central Andes, Triangle Andean Belt For persona
Slide 11: Kincora's Highly Prospective Portfolio In NSW
NYNGAN Kincora’s WEST N Kincora Copper “KCC”: ASX & TSXV Highly Cobar NYNGAN NYNGAN SOUTH 0 100 km Prospective Nyngan NEVERTIRE For personal use only MULLA Portfolio In Cobar Superbasin NEVERTIRE SOUTH Molong belt mineral NSW mineral WONGARBON Dubbo Kincora Project Project name New 2024 Asset Wellin
Slide 12: Hotspot for M&A
License owners Hotspot for M&A Leading Districts & Explorers Kincora • Porphyry Regions: slide 32 Kincora (2024) • Cobar Region: slide 33 AngloGold Leading NSW Explorers Peer A/Kincora + Exploration Group analysis slides 13 & 14 Inflection AngloGold A/Inflection FMG For personal use only Mines / Adv
Slide 13: Kincora NSW: Deals & New Projects
Kincora NSW: 3 Deals & 4 New Projects More to Come 3 4 * * New Deals (2024) New Projects (2024) For personal use only Nyngan & Nevertire • 1 Nyngan West 1 • • 2 Nyngan South Nyngan • 2 • 3 Nevertire South • Bronze Fox 3 Wongarbon 4 • Legend for New Projects • Extension of adjacent porphyry Kincora C
Slide 14: NSW Project Pipeline
NSW Project Pipeline Leading NSW Explorers Kincora Copper “KCC”: ASX & TSXV Mine Project Stage Peer Project For personal use only Porphyry projects with Partner Kincora Porphyry projects seeking partner (black outline new 2024) Flagship porphyry projects (potential partner) Projects Cobar superbasin
Slide 15: Significant Valuation Upside
Significant Valuation Upside Leading NSW Explorers Kincora Copper “KCC”: ASX & TSXV Australian Gold & Talisman Magmatic Inflection Waratah Legacy Kincora Copper Mining Resources Resources Minerals Minerals Copper For personal use only AGC.ASX TLM.ASX MAG.ASX AUCU.CSE WTM.ASX LGM.ASX KCC.ASX/TSXV Mar
Slide 16: Pegging, Deals, Partnerships & Drilling = News Flow + Catalysts
Kincora: Pegging, Deals, Partnerships & Drilling = News Flow + Catalysts * Project 2019/20 Now 1Q’2025 For personal use only Bronze Fox 2 Legend Past Planned Nyngan & 100% strategy/activity Nevertire 1 Project 100% acquisition Wongarbon 1 Drilling Nyngan S+W 100% & Nevertire S 1 New partner deal Cun
Slide 17: NSW Asset Portfolio Detailed Overview
For personal use only NSW Asset Portfolio Detailed Overview Macquarie Arc Cobar Superbasin Kincora Copper “KCC”: ASX & TSXV 16
Slide 18: Virgin Porphyry Complexes Attracting Major Investment
Virgin Porphyry Complexes Attracting Major Investment Largest intrusive >$300m in For personal use only complexes of the exploration earn- Macquarie Arc are untested in the north under cover in/JV’s Molong belt Junee-Narromine Focused on undercover, under explored/virgin intrusive complex targets be
Slide 19: New District(s) Scale Opportunities
New District(s) Scale Opportunities Kincora Copper “KCC”: ASX & TSXV Targeting a number of Tier 1-scale new magmatic porphyry complexes hosting series of new deposits/discoveries (@ same scale comparisons and relative to the Cadia Magmatic Complex) For personal use only The Cadia Magmatic Complex Ki
Slide 20: Secure Strategic Bolt On Projects
Secure Strategic Bolt On Projects Legend Projects phase of exploration 1 = New Complex; 2 = Right Rocks Clear Strategic + Scale Appeal of Kincora’s 100% owned + AngloGold Ashanti partnered ground # 3 = Mineralised; 4 = Discovery Kincora projects highlighted For personal use only Wongarbon: New wholl
Slide 21: New District(s) Pipeline
New District(s) Pipeline Kincora Copper “KCC”: ASX & TSXV The Phases, Pipeline and Partnerships to Discovery: FMG, Alkane, Kincora, Inflection, Gold & Copper, Magmatic, Talisman & S2 all drilling Phase Pipeline Partner Exploration Template For personal use only Discovery Vectoring via geophysics & s
Slide 22: Northern Junee-Narromine: Initial Partnership + New Ground
Northern Junee-Narromine Kincora Copper “KCC”: ASX & TSXV Initial Partnership + New Ground Outline of Junee- Narromine belt Known/interpreted complexes * For personal use only NYNGAN New District(s)-Scale Potential With Eight New Intrusive Complex Targets Being WEST Recent drill holes Drilled Prior
Slide 23: Northern Molong: New Wongarbon Project
Northern Molong Kincora Copper “KCC”: ASX & TSXV New Ground 0 10km WONGARBON (Kincora) * For personal use only New Wongarbon Project With Six Untested Targets WONGARBON Yarindury (Kincora) (Talisman) On strike from one of the most significant recent copper-gold greenfield discovery in Australia (>15
Slide 24: Drilling New Success Based AI Targets/Partner
Drilling New Success Based Kincora Copper “KCC”: ASX & TSXV AI Targets/Partner Open Open * For personal use only Drilling at Cundumbul testing a new 2.2km x 800m copper target Andrews prospect • Initial drilling tests 750m strike of copper mineralisation (≤5.2% Cu) associated with a zoned hydrotherm
Slide 25: Deal For Mongolian Asset Portfolio
Deal For Mongolian Asset Portfolio Becoming the largest shareholder of Woomera Mining For personal use only Kincora Copper “KCC”: ASX & TSXV 24
Slide 26: Rapidly Emerging Source Of New Copper Supply
Rapidly Emerging Source Of New Copper Supply Kincora Copper “KCC”: ASX & TSXV Bronze “Mongolia approaching 800,000t of Fox For personal use only Tourmaline Hills Intrusive Complex copper production by 2028 Bronze Fox Shuteen North Intrusive Complex Intrusive Complex CRU Copper Market Kharmagtai (fro
Slide 27: Funded, Successful & Motivated Partner
Funded, Successful & Motivated Partner Kincora Copper “KCC”: ASX & TSXV * For personal use only High impact drilling to shortly commence • Funded by earn-in partner Woomera Mining (WLM.ASX) - New discovery & resource expansion drilling - Second mining license conversion & updated JORC resource Woome
Slide 28: Summary Of The Opportunity
Kincora Copper “KCC”: ASX & TSXV Summary Of The Opportunity For personal use only Leverage to Copper & Gold Targeting Significant New Discovery(s) Upside + 426Kt Copper & 437Koz Gold Inventory initial exposure Industry Leading Team Outstanding Track Record Of Project Generation Leading To Significan
Slide 29: Appendix
Appendix For personal use only Kincora Copper “KCC”: ASX & TSXV 28
Slide 30: Delivering On Our Strategy
Delivering On Our Strategy For personal use only Kincora Copper “KCC”: ASX & TSXV Australian Projects: Mongolian Projects: Consolidated Ownership Successfully Concluded Removed asset carry, secured 100% ownership for all projects Strategic Review Retain upside to Mongolia asset portfolio, with focus
Slide 31: Regional Activity Informing Strategy
Regional Activity Informing Strategy Kincora Copper “KCC”: ASX & TSXV NSW Porphyry Projects >$300m in recent exploration earn-in/option JV’s For personal use only • Inflection Resources (AUCU.CSE) Earn-in/JV agreement for up to 5 projects with AngloGold Ashanti. Duck Creek elected a Stage 2 project
Slide 32: Kincora Project Summary
Kincora Project Summary Kincora Copper “KCC”: ASX & TSXV Partner Projects (Porphyry) Partner For personal use only • Nyngan & Nevertire AngloGold Ashanti Early stage projects with drilling focused exploration seeking to confirm the potential for one/multiple new porphyry districts in the covered nor
Slide 33: NSW Porphyry Projects
NSW Porphyry Projects Leading NSW Porphyry Districts & Explorers Kincora Copper “KCC”: ASX & TSXV Region 1: New district potential Region 2: Emerging new district Region 3: New discoveries in brownfield Region 4: New discovery potential in (no current resources) (Boda-Kaiser 14.7Moz AuEq) setting (N
Slide 34: NSW Cobar Project
NSW Cobar Project Leading NSW Cobar Districts & Explorers Kincora Copper “KCC”: ASX & TSXV Emerging new Cobar districts: Different levels of exploration Recent exploration illustrates favourable grade and vertically extensive systems maturity within the Cobar Superbasin New geochemistry-geophysical
Slide 35: Cowal District: World-Class Gold and Porphyry Copper Terrane
Anomaly 2 NSW Porphyry Projects Cowal District: World-Class Gold and Driftway C Porphyry Copper Terrane >500pm Cu &/ or >0.1g/t Au Evolution FAIRHOLME prospects (Kincora) For personal use only Gateway Gold corridor at Cowal hosts a 13.7Moz endowment Gateway South Nerang Marsden deposit hosts >0.5Mt
Slide 36: Fairholme Project
NSW Porphyry Projects Fairholme Project Kincora Copper “KCC”: ASX & TSXV Cowal District Intrusive Complexes KCC’s Driftway C & Anomaly 2: Big open anomalies the size (& with analogues) to Marsden NORTHERN FAIRHOLME MARSDEN Resource outline For personal use only (Kincora) (Evolution) Multiple advance
Slide 37: Northparkes District: Clear Strategic Appeal
NSW Porphyry Projects Northparkes District: Clear Strategic Appeal Inserts on slide 37 N Myall For personal use only Northparkes is Australia’s second largest porphyry mine and was acquired by Region 2 Evolution Mining in December 2023 MAG/ FMG • Continuous production since 1994 with first quartile
Slide 38: Trundle Project
NSW Porphyry Projects Trundle Project Region 1: Northparkes Porphyry Cluster • 80% interest for US$475m by Evolution in Dec 2023 • 5.5Mt Cu & 4.5Moz Au Region 2: Myall Porphyry Project • $14m earn-in for 75% with FMG in March 2024 • 0.354Mt CuEq maiden resource • 22 porphyry deposits discovered, 9 e
Slide 39: Share Register Summary
Appendix Kincora Copper “KCC”: ASX & TSXV SHARE REGISTER SUMMARY Corporate Snapshot - Slide 4 Market Cap: based on 247.2m shares (42.3m TSXV / 204.9m ASX). Share price (5.3c) @ COB August 30, 2024 on ASX. Other TSXV Transferred to ASX CDIs Cash: cash as at June 30, 2024, reported August 15 2024, Fin
Slide 40: Contact
KINCORA COPPER For personal use only CONTACT Kincora Copper “KCC”: ASX & TSXV Sam Spring - President & CEO Email: sam.spring@kincoracopper.com Mobile: +61 431 329 345
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