Coda Minerals Ltd · ASX:COD
Coda Minerals — RIU Explorers' Conference 2023
24 slides from Coda Minerals's conference presentation, Feb 15, 2023
Slide 1: The Copper Growth Story on ASX
ASX COD For personal use only The Copper Growth Story on ASX Investor Presentation – RIU Explorers’ Conference Fremantle WA 1230 AWST 15 February 2023
Slide 2: Important Notices
Important Notices Nature of this document: The purpose of this presentation is to provide general information about Coda Minerals Limited (ACN 625 763 957) (the ‘Company’). Unless otherwise stated herein, the information in this presentation is based on the Company’s own information and estimates as
Slide 3: Rare Investment Opportunity / Strategic Focus
RARE INVESTMENT OPPORTUNITY OLYMPIC DAM - BHP 114KM NN ASX COD ROXBY DOWNS STRATEGIC FOCUS OAK DAM WEST - BHP For personal use only • Discovering and proving up copper resources, an 16KM NE essential metal for a low carbon future WOOMERA CARRAPATEENA - OZ MINERALS • Major source of ethical, Australi
Slide 4: Corporate Structure
CORPORATE STRUCTURE ASX COD TOP 5 SHAREHOLDERS (as of 31 January 2023) COD $36M For personal use only ASX Code Market Capitalisation Rank Shareholder 9.56% %IC 1 6.20% ANGANG GROUP HONG KONG (HOLDINGS) LTD 5.71% 8.47% TOP 5 SHAREHOLDERS, 25.95% TOP 20 $0.255 $7.2M 2 MR KEITH FRANCIS JONES & MRS JENN
Slide 5: Copper Supply Chasm
COPPER SUPPLY CHASM ASX COD Copper Supply and Demand Forecast For personal use only 50,000 …"metals traders are warning that in just a couple of years' time, a massive shortfall will emerge for the world's most critical metal…” Forecast Demandsupply deficit expected up to 9.9 Mt in 2035 to nearly -
Slide 6: Elizabeth Creek – South Australia
For personal use only Elizabeth Creek – South Australia Sedimentary Copper-Cobalt and IOCG Copper-Gold in a large, synergistic copper rich system.
Slide 7: Overview – Elizabeth Creek
OVERVIEW – ELIZABETH CREEK ASX COD JUN 2021 IOCG mineralisation intersected 200m IOCG alteration with 50m of copper For personal use only ELIZABETH CREEK EMMIE BLUFF sulphide mineralisation EMMIE IOCG Sedimentary: Cu-Co • 1.1Mt of JORC 2012 Contained CuEq Coda delivers 43Mt @ 1.84% CuEq DEC 2021 • S
Slide 8: Advanced Indicated Resources
ADVANCED INDICATED RESOURCES ASX COD For personal use only 1,100,000t of Contained Copper Equivalent EMMIE BLUFF Across 3 JORC2012 deposits, 1 underground, 2 open pit. Mining Studies Complete Initial Flowsheet design Complete WINDABOUT Scoping Study advancing on time and budget JORC 2012 Mineral
Slide 9: Emmie Bluff Integrated Scoping Study
EMMIE BLUFF INTEGRATED SCOPING STUDY ASX COD Material progress has been made on the Scoping Study with many inputs now complete or close to completion For personal use only 100% 100% GEOLOGY ENVIRONMENTAL 100% 100% MINING STUDY TAILINGS SCOPING STUDY 95% 100% MET & POWER & PROCESSING INFRASTRUCTURE
Slide 10: Mining Studies Completed – Emmie Bluff
MINING STUDIES COMPLETED ASX COD Emmie Bluff For personal use only Positive underground mining study completed with a strong “go-forward” initial mine plan and no technical barriers identified. Emmie Bluff Stope Model 17 Years 2.5 Mtpa Mine Life Steady-State Production Rate 26 Mt @ 1.86% CuEq Total
Slide 11: Mining Studies Completed – MG14 Windabout
MINING STUDIES COMPLETED ASX COD MG14 Windabout MG14/Windabout For personal use only Open pit extraction of these deposits will allow the operation to rapidly achieve nameplate metal production during ramp-up of the EB UG mine. 1.3Mt @ 1.78% CuEq 6Mt @ 1.71% CuEq MG14 Total Mined Ore Windabout Total
Slide 12: Metallurgy
ROM JAW CRUSHER FLOTATION PROCESSING MILLING FRONT-END Completed ASX COD 1 METALLURGY 2 For personal use only First Product Sale Concentrate POX Hydrometallurgical Processing Cu: SX/EW, Co: Crystallisation Copper Cathode Final Product Sale (Pressure Oxidation) Autoclave High pressure leaching Ag: Me
Slide 13: The Emmie System
THE EMMIE SYSTEM ASX COD For personal use only EMMIE SYSTEM EMMIE IOCG EMMIE BLUFF Large-scale, early stage copper-gold deposit approximately 400m JORC 2012 Resource 43Mt@1.84% CuEq below Emmie Bluff. Sediment hosted Copper-Cobalt, approximately 400m deep. “The representation of the mineralisation a
Slide 14: Exploration Model at Emmie IOCG
EXPLORATION MODEL AT EMMIE IOCG ASX COD For personal use only 700m 900m Conduit II BORNITE DOMINATED 803m 27m @ 2.0% Cu, 0.29 g/t Au EBD3W2 69m BEST DRILL RESULTS Conduit I CHALCOPYRITE DOMINATED 912m 42m @ 1.2% Cu, 0.28 g/t Au Conduit III BORNITE DOMINATED 10m 814m 10m @ 2.9% Cu, 0.39 g/t Au EBD3W2
Slide 15: Near-Term Geophysical Exploration
NEAR-TERM GEOPHYSICAL EXPLORATION ASX COD Preliminary ANT models show exceptional applicability to both IOCG and shale hosted exploration at Emmie System For personal use only NORTHWEST IOCG AOI EMMIE BLUFF Cu-Co Ambient Noise Tomography (ANT) ANT is a technique that uses pervasive seismic noise to
Slide 16: Broader IOCG Potential
BROADER IOCG POTENTIAL ASX COD Priority Focus - Emmie IOCG For personal use only Ongoing drilling to extend and grow the Emmie IOCG mineralised footprint. Additional Opportunities - Elaine Enormous, significantly underexplored gravity anomaly with unexplained low grade copper. Further drilling requi
Slide 17: Other Exploration Opportunities
OTHER EXPLORATION OPPORTUNITIES ASX COD Coda owns exploration tenure in Queensland, Victoria and New South Wales For personal use only CAMERON RIVER Cameron River - (Cu-Au) • Copper bearing system identified, with anomalous copper confirmed by pXRF Balmoral - (REE, HMS, Au) • 369km2 exploration tenu
Slide 18: Why Invest in Coda
ASX COD WHY INVEST IN CODA For personal use only FUTURE ALIGNED MINERALS STRONG FOUNDATIONS 1.1MT OF CuEq PROVEN SUCCESS ENVIRONMENTAL HIGHLY EXPERIENCED SCOPING STUDY COMMITMENT TO COMMITMENT BOARD IMMINENT EXPLORATION NEWS FLOW H2 2022 H1 2023 COPPER-COBALT STUDY Scoping Study • 1.1Mt CuEq in JORC
Slide 19: Appendices
For personal use only Appendices
Slide 20: Appendix A: Board of Directors & Senior Management
APPENDIX A: BOARD OF DIRECTORS & SENIOR MANAGEMENT ASX COD For personal use only Keith Jones Chris Stevens NON-EXECUTIVE CHAIR CHIEF EXECUTIVE OFFICER, DIRECTOR Chartered Accountant and senior mining industry leader with over 40 years of Mineral economist, feasibility and project valuation specialis
Slide 21: Appendix B: Statements
APPENDIX B: STATEMENTS Mineral Resources & Competent Person Statement For personal use only Mineral Resources and Exploration Targets 1. MG14 Indicated Mineral Resource: The information is extracted from the report entitled "Mt Gunson Copper-Cobalt Project Update" created on 19 January 2018 and is a
Slide 22: Appendix C: Metal Equivalent Calculations
APPENDIX C: METAL EQUIVALENT CALCULATIONS Statement Regarding Metal Equivalent Calculations For personal use only Metal Equivalent grades are quoted for one or more of the Emmie Bluff, Windabout and MG14 Mineral Resources, or for exploration results considered by the company to be related directly t
Slide 23: Appendix C: Metal Equivalent Calculations (continued)
APPENDIX C: METAL EQUIVALENT CALCULATIONS Statement Regarding Metal Equivalent Calculations (continued) For personal use only The calculation of this metal equivalent is based on the following assumptions: Metal Mining Dilution % Recovery % Payability % Forecast Price Price Unit Recovery % Copper 0.
Slide 24: For personal use only
For personal use only 6 Altona Street West Perth WA 6005 08 6270 6331 info@codaminerals.com