Cobalt Blue Holdings Ltd. · ASX:COB

Cobalt Blue — Investor Presentation (May 2022)

17 slides from Cobalt Blue's investor presentation, May 12, 2022

  1. Slide 1: Q2 2022 Investor Webinar

    Q2 2022 For personal use only Investor Webinar

  2. Slide 2: Recent key milestones

    Recent key milestones For personal use only 1. Demonstration Plant Commissioning: Construction work ongoing, 80m decline portal underway, first ore expected in May. 2. Major Project Status: Helps streamline approval processes and pave a smoother path to capital markets. 3. Australia-US Critical Mine

  3. Slide 3: Demonstration Plant Update

    Demonstration Plant Update For personal use only Box cut decline progressing for May first ore Source: Cobalt Blue Holdings Limited ASX: COB 3

  4. Slide 4: Demonstration Plant Update

    Demonstration Plant Update For personal use only Crushing circuit pad established Source: Cobalt Blue Holdings Limited ASX: COB 4

  5. Slide 5: Market Balance

    Market Balance For personal use only Another ~80ktpa is required by 2025, reaching another 200ktpa by 2030 Source: Wood Mackenzie, Cobalt Blue Holdings Limited ASX: COB 5

  6. Slide 6: Timeline

    BHCP – Timeline For personal use only Source: Cobalt Blue Holdings Limited ASX: COB 6

  7. Slide 7: Logistical Advantages

    BHCP – Logistical Advantages For personal use only Broken Hill: people, power, water, road and rail benefits Source: Cobalt Blue Holdings Limited ASX: COB 7

  8. Slide 8: Mineral Resource Summary

    Mineral Resource Summary For personal use only ASX: COB 8 Source: Cobalt Blue Holdings Limited

  9. Slide 9: Flowsheet: BHCP MHP & Cobalt Sulphate Production

    For personal use only ASX: COB Flowsheet 9 BHCP MHP & Cobalt Sulphate Production Source: Cobalt Blue Holdings Limited

  10. Slide 10: Pilot Plant Achievements

    BHCP – Pilot Plant Achievements For personal use only Proven COB Process at Pilot Plant scale Study Level Period Concentrate Circuit Pyrolysis Circuit Leaching/Purification Source: Cobalt Blue Holdings Limited Scoping Study 2017 20–30 kg Lab scale 1 kg Lab scale 1 kg Lab scale Pre-Feasibility Study

  11. Slide 11: MHP

    BHCP – MHP For personal use only BHCP – Co-Ni Mixed Hydroxide Product (MHP)  High Grade: 37% cobalt.  Byproduct Credit: 7% nickel.  Low trace metal impurities – Cu, Fe, Mn.  Trading terms typical grade is 30% Co content. Typical content from testwork: Ca Co Cl Cu Fe Mn Ni Zn 2.5 % 37 % 7% 0.01 %

  12. Slide 12: Cobalt Sulphate

    BHCP – Cobalt Sulphate For personal use only BHCP – Cobalt Sulphate Source: Cobalt Blue Holdings Limited Heptahydrate (CoSO4.7H2O)  High Grade: 20.8% cobalt.  Low trace metal impurities. ASX: COB 12

  13. Slide 13: Elemental Sulphur

    BHCP – Elemental Sulphur For personal use only Source: Cobalt Blue Holdings Limited BHCP – Elemental Sulphur  >99% purity (max 0.2% Fe, 0.5% SiO2)  Physical Form: Prills (2–5 mm)  Australia: 1mtpa deficit market:  fertiliser feedstock (55%)  metallurgical consumption (43%) ASX: COB 13

  14. Slide 14: Strategic Arrangements / Partnerships

    Strategic Arrangements / Partnerships For personal use only Existing commercial partnerships  LG International: First Mover partnership provides capital and technical assistance on high purity battery grade cobalt sulphate  Cooperative Research Centre & Future Batteries Industries project to fund

  15. Slide 15: Disclaimer

    Disclaimer For personal use only Information contained in this document (“Presentation”) has been prepared by Cobalt Blue Holdings Limited (the “Company” or “COB”). While the information contained herein has been prepared in good faith, it has not been independently audited or verified. To the exten

  16. Slide 16: Compliance Statements

    Compliance Statements For personal use only COB confirms it is not aware of any new information or data that materially affects the information included in the relevant market announcements. In the case of Mineral Resources, Ore Reserves and production targets, all material assumptions and technical

  17. Slide 17: Compliance Statements

    Compliance Statements For personal use only Slide 9: The BHCP process flowsheet and production target parameters are as released in the market announcement titled ‘Broken Hill Cobalt Project (BHCP) Project Update 2020’. Slide 11: The metallurgical results are as released on 28 April 2020 in the mark

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