Acdc Metals Ltd · ASX:ADC
Acdc Metals — Investor Presentation (May 2023)
18 slides from Acdc Metals's investor presentation, May 8, 2023
Slide 1: Powering the Future with Innovative Mine-to-Market Solutions
For personal use only Powering the Future with Innovative Mine-to-Market Solutions Investor Presentation | May 2023
Slide 2: Important Information and Disclaimer
Important Information and Disclaimer Purpose of document: This document (including this document, any related video or oral presentation, any question-and-answer session and any written or oral material discussed or distributed in relation to this document) has been prepared and is issued by ACDC Me
Slide 3: ACDC Strategic Statement
For personal use only ACDC Strategic Statement Building a mine-to-market critical metals company with heavy mineral sand (HMS) assets and proprietary rare earth element (REE) processing technology. Secure supply of critical metals is essential for the energy transition. Through an innovative busines
Slide 4: Investment Highlights
Investment Highlights Rare Earth Element Extraction Heavy Mineral Sands For personal use only • Feedstock from ACDC HMS assets • Exploration and Development • Or Feedstock sourced globally • Tenements held in Western Victoria, long established area for • ACDC Exclusive licence for Medallion Monazite
Slide 5: Board & Management Team
For personal use only Board & Management Team Tom Davidson Andrew Shearer Mark Saxon Chief Executive Officer Non-Executive Director and Chairman Executive Director Engineer & Development Geologist & Corporate Geologist & Corporate Ivan Fairhall Richard Boyce Non-Executive Director Non-Executive Dire
Slide 6: Corporate Structure
Corporate Structure ACDC Share Register Capital Structure 22% For personal use only Vendors Shares on issue 72,305,130 Management & Directors 4% Share price (26 Apr 2023) $0.12 Medallion 7% Consolidated & Institutional Market Capitalisation $8.7 M 67% Cash $6.6 M Peer Market Capitalisation 140 Debt
Slide 7: ACDC Metals Strategy: Mine to Magnet
ACDC Metals Strategy: Mine to Magnet ACDC Victorian Heavy Mineral Sands and REE Projects Rare Earth Value Add Project ACDC Metals Medallion Monazite Process business For personal use only strategy Option: International & Domestic import of Monazite Concentrate. Separation Metallization & Magnet REE
Slide 8: The REE Opportunity
The REE Opportunity Supply and Demand forecasts indicate that further projects are China dominates the REE sector, both mining and downstream required to support the energy transition processing For personal use only Desire by government, public to reduce the reliance on Chinese supply 100% 80% 60%
Slide 9: The ACDC Opportunity - value
The ACDC Opportunity - value Product suite from Heavy mineral sand assets • To maximise both value to shareholder and resource efficiency, ACDC has partnered For personal use only exclusively with Medallion Resources Ltd (Canada) to extract and separate REE from monazite mineral sand. • The Medallio
Slide 10: Mineral Sands Projects
Mineral Sands Projects • Mineral sands assets all located in western Victoria on the edge of the Murray Basin For personal use only • Projects all close to current or historic mineral sands operations • Clear access and wide roadside verges for low impact exploration 10 ACDC Metals Presentation | Ma
Slide 11: Goschen Central Project
Goschen Central Project ACDC Metals’ most advanced project For personal use only Extensive historical drilling by CRAE WIMS Style Mineralisation 7,000 metres drilled since acquisition Over 140 holes covering project area Assays expected in Q2 2023 Maiden resource expected H2 2023 Metallurgic
Slide 12: Watchem & Douglas Projects
Watchem & Douglas Projects Extensive historical Extensive historical drilling by CRAE drilling by CRAE For personal use only Strandline Style Strandline Style Mineralisation Mineralisation 3,500 metres drilled 4,000 metres since acquisition planned Over 75 holes Over 80 holes covering project co
Slide 13: Work Plan for 2023
Work Plan for 2023 CY23 Q1 Q2 Q3 Q4 Goschen Central Project For personal use only • Discovery drilling program • In paddock drilling • Assaying and Mineralogy • Maiden JORC resource • Conceptual Metallurgical testwork • Concept Study Rare Earth Value Add • Concept study • Localisation studies • Test
Slide 14: Investment Summary
Investment Summary Corporate Execution Business Model For personal use only Strong team and history of 13,000 metre aircore program Tenements in well established project development near completion mining and development area Strategically aligned to MMP development external to Listed Ja
Slide 15: Contact
For personal use only Contact Tom Davidson ACDC Metals Ltd Tom.davidson@acdcmetals.com ACN 654 049 699 Chief Executive Officer Level 6, 111 Collins Street Melbourne VIC 3000 Mark Saxon W www.acdcmetals.com.au Mark.saxon@acdcmetals.com Executive Director Share Registry* Andrew Shearer Automic Pty Ltd
Slide 16: Appendices - Tenements
For personal use only Appendices - Tenements 16 ACDC Metals Presentation | May 2023
Slide 17: Appendices – Mineral Sands
Appendices – Mineral Sands • Heavy Mineral Sands (HMS) in the Murray Basin have been discovered across two For personal use only styles: • Strandline or “Strand-style”: these are narrow, long and high grade deposits containing zircon and titanium. Prior and currently mined in Victoria, NSW and South
Slide 18: Medallion Monazite Process (MMP)
Medallion Monazite Process (MMP) The Right Technology at the Right Time For personal use only • The MMP enables ACDC to gain down stream value, rather than exporting overseas. • It will enable further opportunity for Australia to • Medallion spent considerable time and funds to advance the MMP, prov