Cobalt Blue Holdings Ltd. · ASX:COB
Cobalt Blue — Investor Presentation (July 2017)
15 slides from Cobalt Blue's investor presentation, Jul 21, 2017
Slide 1: Investor Presentation July 2017
For personal use only July 2017 Investor Presentation COB : ASX
Slide 2: Cobalt – our increasing dependency
Cobalt – our increasing dependency For personal use only Consumer Electronics Technology Disruption Evolution of Superalloys SMART PHONE FIXED STORAGE 1958: Size = 5.5 Wh Size = 7 kWh BOEING 707 Cobalt: 6grams Cobalt: 3 kgs Cobalt: 15 kgs (*A$0.50) (*A$240) (*A$1,200) TABLET 1994: BATTERY ELECTRIC B
Slide 3: Cobalt – the new energy revolution
Cobalt – the new energy revolution For personal use only Share of raw materials’ end-use in batteries, 2015 The New Energy sector is disruptive, rapidly evolving, and delivering returns INCREASINGLY INVESTABLE: Cyclical winners and losers as the sector progresses. RAW MATERIALS: Cobalt is a vita
Slide 4: Cobalt – less growth
Cobalt – less growth For personal use only Cobalt supply constrained Cobalt supply growth in copper/nickel by- product will average 3-4% to 2020. Cobalt demand growth will average 9% to 2020. Forecast cobalt shortage of 10-20Kt by 2020. Source: CRU Cobalt Blue tonnes are required for market
Slide 5: Cobalt Market - Supply Side at Risk
Cobalt Market - Supply Side at Risk For personal use only Source: CRU & Cobalt Blue Holdings 5
Slide 6: Thackaringa – Resource Table
Thackaringa – Resource Table For personal use only The potential quantity and grade of these targets is conceptual in nature. There has been insufficient exploration to define a Mineral Resource and it is uncertain if further exploration will result in determination of a Mineral Resource. Source: Co
Slide 7: Thackaringa – Railway Deposit
Thackaringa – Railway Deposit For personal use only Railway Deposit Source: Cobalt Blue Holdings Ltd 7
Slide 8: Thackaringa – Targeting ridgelines
Thackaringa – Targeting ridgelines For personal use only Railway - Oblique view looking north west illustrating resource blocks comprising the Inferred (blue) and Indicated (yellow) components of the Mineral Resource estimate. 8
Slide 9: 2017 is shaping up to be a big year for Cobalt Blue
“2017 is shaping up to be a big year for Cobalt Blue” For personal use only ~10,000m of drilling targeted for FY18 = One of the largest cobalt exploration commitments on the ASX ASPIRATIONAL TARGET: Significant improvement in size of the Thackaringa cobalt deposit = A global top 10 mining operation
Slide 10: Thackaringa – World Class Logistics
Thackaringa – World Class Logistics For personal use only Source: Cobalt Blue Holdings Ltd 10
Slide 11: Thackaringa – World Class Logistics II
Thackaringa – World Class Logistics II For personal use only Source: Cobalt Blue Holdings Ltd 11
Slide 12: COB Focus - Li-ion Battery Supply Chain
COB Focus - Li-ion Battery Supply Chain For personal use only Source: Cobalt Blue Holdings Ltd 12 12
Slide 13: The Cobalt Blue Management Team
The Cobalt Blue Management Team For personal use only “Extensive expertise in mineral exploration and mine development, investment management, corporate law and energy storage.” Independent Chairman – Robert Biancardi IBM, Citibank, Westpac and Evolution Healthcare senior management and Director
Slide 14: Cobalt Blue – fit for purpose vehicle
Cobalt Blue – fit for purpose vehicle For personal use only Tight Register (95 m shares) + $6.6m cash Pure cobalt metal focus – no nickel, copper, gold - Strongest leverage to cobalt amongst listed companies Sustainable, green cobalt – Australian based operations, large and clean orebody Share
Slide 15: Disclaimer
Disclaimer For personal use only The information contained in this confidential document (“Presentation”) has been prepared by Cobalt Blue Holdings (the “Company”). It has not been fully verified and is subject to material updating, revision and further amendment. While the information contained her
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