Od6 Metals Ltd. · ASX:OD6
Od6 Metals — Investor Presentation (February 2025)
26 slides from Od6 Metals's investor presentation, Feb 12, 2025
Slide 1: OD6 Metals Ltd – Australian Copper & Rare Earths
For personal use only 12 FEBRUARY 2025 OD6 Metals Ltd Australian Copper & Rare Earths Essential for Energy Transition ASX:OD6
Slide 2: Important Information
IMPORTANT INFORMATION For personal use only Disclaimer Forward Looking Statements This presentation has been prepared by OD6 Metals Ltd (ACN 654 839 602) (OD6) and is current as at Certain statements contained in this presentation, including information as to the future financial or the date of this
Slide 3: OD6 Metals focused on future facing metals in low-risk regions
OD6 METALS For personal use only OD6 Metals is a Company focused on future facing metals in regions of low-sovereign/geopolitical risk Cu REE HIGH-GRADE STRONG NEAR- REE LEVERAGE INNOVATION & EXPERIENCED TIGHT CAPITAL COPPER TERM CATALYSTS ENVIRONMENT BOARD & STRUCTURE AND MANAGEMENT GOOD SUPPORT Gu
Slide 4: Gulf Creek Copper Acquisition
For personal use only Gulf Creek Copper Acquisition History repeating Is one of Australia’s highest grade copper mines set for a 21st century revival?
Slide 5: Key Acquisition Points
Key Acquisition Points Strong near-term catalysts on a historic, underexplored high-grade VMS copper system For personal use only • High Grade Copper – Zinc VMS style deposit • One of Australia’s highest grade historic copper mines • Mined over 100 years ago (1896-1912) with +100m vertical and +300m
Slide 6: Copper Macro – Economies and Electrification
COPPER MACRO1 – ECONOMIES AND ELECTRIFICATION Strong demand-supply fundamentals driving strong run for copper For personal use only Copper Demand Copper Supply • In modern times, copper has been driven by demand for electricity • The world’s currently producing mines can only supply ~50% of with glo
Slide 7: Global Copper Investment and M&A Heating Up
GLOBAL COPPER INVESTMENT AND M&A HEATING UP Majors positioning for copper bull run as electrification & AI turbocharges demand For personal use only OD6 METALS | AUSTRALIAN CRITICAL MINERALS 7
Slide 8: Gulf Creek – Regional Setting for Classic VMS
Gulf Creek – Regional Setting for Classic VMS VMS systems are known to have multiple, high-grade repeat structures For personal use only • Classic setting for Besshi Style Volcanogenic Massive Sulphide Image – regional RTP Deposit (VMS) 1 magnetics with local EL8492 drone magnetics • Silurian-Devoni
Slide 9: High-Grade Copper Production History
High-Grade Copper Production History Virtually untouched since 1912 with significant potential for untested extensional and repeat lodes1 For personal use only • At Gulf Creek the copper occurs within three parallel sulphide lenses: • Cornish Lode averaged 6 - 6.5% Cu • Middle Lode averaged 3 – 3.5%
Slide 10: Gulf Creek – Geophysics Highlights Scale Potential
Gulf Creek – Geophysics Highlights Scale Potential Strong potential for repeat high-grade VMS structures with multiple untested structures identified For personal use only • Geophysical modelling has identified multiple, high priority and untested targets • Extended magnetic survey indicates a serie
Slide 11: The Big Bend Target – Magnetics & IP Chargeability
The Big Bend Target – Magnetics & IP Chargeability Compelling magnetic target located within close proximity to the historic Gulf Creek mine For personal use only • 3D Inversion Modelling – strong relationship with massive magnetite- sulphide mineralization • Big Bend Target: o Very strong magnetism
Slide 12: Gulf Creek to West Limb to North-West
Gulf Creek to West Limb to North-West Multiple extensional and repeat magnetic targets For personal use only • West Limb Targets – strong magnetism in similar fold structures • Northwest Target o Strongest magnetic target in region o 400x100m footprint – open to NW o Modelling extends from near-surf
Slide 13: Gulf Creek – High Grade Copper
Gulf Creek – High Grade Copper Multiple mineralisation styles – shows a long-lived system For personal use only Massive Sulphide – High in Cu & Zn, low in environmental problematic elements Cd, As, Pb Weathered banded massive sulphide from historic workings Up To 11.60% Cu, 0.27g/t Au, 29.8g/t Ag 1.
Slide 14: Gulf Creek – Two High-Grade Mineralisation Styles
Gulf Creek – Two High-Grade Mineralisation Styles Multiple mineralisation styles – shows a long-lived system For personal use only Massive Sulphide Massive Magnetite-Sulphide Magnet suspended from magnetic rock sample from Gulf Creek. Refer also slide 2 on cautionary statement. 1. Refer ASX announce
Slide 15: Gulf Creek – Country rock has mineralisation too
Gulf Creek – Country rock has mineralisation too Mineralised halo surrounding high-grade VMS lodes provides significant bulk tonnage potential For personal use only Sediments with copper veins VMS Exhalative Chert Copper Gossans Up to 2.1% Cu in surrounding country rock 1. Refer ASX announcement 6/1
Slide 16: Regional Extensional Exploration Upside
Regional Extensional Exploration Upside Multiple untested comparable Gulf Creek drill targets For personal use only • Historic Murchison Mine to the north – also associated with magnetic stratigraphy and reports of >4% Cu1 • Other significant folded magnetic stratigraphy completely untested with pot
Slide 17: Excellent Proximity to Infrastructure
Excellent Proximity to Infrastructure Supporting project development N For personal use only Moree Solar Farm Copeton Hydro Power Station • Tier 1 Location Renewable Energy Renewable Zone (N1) • Ideally located ~400km by EL-8492 Energy Zone road to the Port of Newcastle (N2) • Situated between two N
Slide 18: Permitted Phase Exploration Program
Permitted Phase 1 Exploration Program OD6 set to “hit the ground running” with strong near-term catalysts For personal use only Work Plan CYQ4’24 CYQ1’25 CYQ2’25 CYQ3’25 CYQ4’25 ✓ Reprocessing and reinterpretation of IP and Drone FY25 to FY26 PROGRAM Mag with latest modeling techniques Completed Gul
Slide 19: Investment Highlights
INVESTMENT HIGHLIGHTS For personal use only Gulf Creek has boundless potential to host a significant, high-grade Cu-Zn system & is open for business HIGH GRADE LITTLE TO NO MAGNETICS and FULLY PERMITTED LOW-CASH HISTORICAL EXPLORATION IP ANOMALIES AND DRILL-READY ACQUISITION TERMS COPPER-ZINC IN OVE
Slide 20: Splinter Rock Rare Earth Minerals
For personal use only Splinter Rock Rare Earth Minerals An advanced rare earths project of grade and scale with favourable metallurgical qualities MRE of 682Mt @ 1,338ppm TREO – Refer slide 26
Slide 21: Globally Significant Clay Hosted Rare Earth Project
Globally Significant Clay Hosted Rare Earth Project Gulf Creek acquisition to compliment the Splinter Rock Project whilst rare earth prices recover For personal use only Splinter Rock Highlights • Located in one of the world’s great mining jurisdictions proximate to key infrastructure • 682Mt at 1,3
Slide 22: Inside Centre – A High Grade Stand Out
INSIDE CENTRE - A HIGH GRADE STAND OUT INDICATED MRE OF 119Mt at 1,632ppm TREO (at 1,000ppm TREO cutoff grade) For personal use only Inside Centre to be the main focus of future works Refer to ASX Release 29 May 2024 – Mineral Resource Estimate Doubles at Splinter Rock. OD6 METALS | AUSTRALIAN CRITI
Slide 23: Outstanding Metallurgical Results
OUTSTANDING METALLURGICAL RESULTS RARE EARTHS RECOVERED WITH SIMPLE LEACHING For personal use only • Very high metallurgical recoveries achieved using Pr Nd Tb Dy simple acidic heap leach at Inside Centre 90 • 79% Magnetic Rare Earth Elements recovery 80 achieved at 25g/l HCl 70 Cumulative Recovery
Slide 24: Corporate Snapshot
CORPORATE SNAPSHOT HIGH CALIBRE LEADERSHIP TEAM AND TIGHT CAPITAL STRUCTURE For personal use only Capital Structure ASX: OD6 Price per share1 A$0.046 Total number of shares on issue1 134.69M Performance rights and options1 46.05M Market capitalisation (undiluted)1 A$6.20M Mr Brett Dr Darren Mr Piers
Slide 25: Contact
CONTACT CONTACTUS For personal use only US REGISTERED OFFICE LUCAS ROBINSON c/o LCP Group Investor Relations Level 1, 50 Kings Park Road lucas@corporatestorytime.com West Perth WA 6005 +61 408 228 889 Phone: +61 8 6189 8515 Email: info@od6metals.com.au SHARE REGISTRY Computershare Investor Services
Slide 26: Splinter Rock Mineral Resource Estimate
SPLINTER ROCK MINERAL RESOURCE ESTIMATE AT 1,000ppm CUTOFF GRADE For personal use only Tonnes TREO Pr6O11 Nd2O3 Tb4O7 Dy2O3 MagREO MagREO Prospect Category (Mt) (ppm) (ppm) (ppm) (ppm) (ppm) (ppm) (% of TREO) Inside Centre Indicated 119 1,632 79 271 2 12 366 22.4% Centre Inferred 276 1,342 65 228 3