Cadoux Limited · ASX:CCM
Cadoux — Investor Presentation (December 2023)
17 slides from Cadoux's investor presentation, December 2023
Slide 1: Our Future Direction
Our Future Direction ASX: CCM FSE: SLD OTC: FYIRF December 2023
Slide 2: Cautionary Statement
Cautionary Statement This presentation is for information purposes only. Neither this presentation nor the information contained in Such forward-looking statements are provided as a general guide only and should not be relied on as a it constitutes an offer, invitation, solicitation or recommendatio
Slide 3: Competent Person’s Statement
Competent Person’s Statement Ore Reserves Metallurgy The information in this report that relates to Ore Reserves is based on information compiled by Mr. Steve The information in this report that relates to metallurgy and metallurgical test work is based on information Craig, who is a Fellow of the A
Slide 4: Where it started… …Now our future
Introducing our new name and ASX code Where it started… …Now our future ASX: CCM 4
Slide 5: The backstory…
The backstory… Our corporate journey has long been under the legacy banner of FYI Resources. Under this name, the Company established an excellent platform for a critical minerals development strategy that had its genesis in a wheatfield near a small regional town in Western Australia called Cadoux.
Slide 6: Innovative and integrated developer of critical and strategic minerals
Innovative and integrated developer of critical and strategic minerals Developed demonstrated process to produce high quality HPA for the growing energy efficiency markets and broader tech applications Developing a world class downstream rare earth production facility to strengthen Australia’s criti
Slide 7: HPA
cadoux HPA
Slide 8: NPV Summary (post tax)
NPV Summary (post tax) US$6,661 55% 25 YEARS US$202m HPA CASH COST PER TONNE PROJECT IRR DCF PROJECT FORECAST CAPEX ESTIMATE US$186m 3.2 YEARS US$1,014m US$131m 25 YEAR AVG ANNUAL EBITDA PROJECT PAYBACK AFTER-TAX NPV (@ 8%) NET CASH FLOW PER ANNUM 10,000 TPA HPA PRODUCTION US$26,400/-T HPA SALES PRI
Slide 9: Project Valuation Pathway
1 Developing and commercialising disruptive production of HPA Project Valuation Pathway Innovative process flowsheet and 2 technology development for HPA 3 Utilising optimised feedstock, IP and Pilot plant leading de-carbonising process COE Project development results in 4 outstanding DFS economic m
Slide 10: Challenges and Solutions
Challenges Solutions Technology and Scale-up Cadoux has demonstrated the quality of the project through its extensive R&D and pilot plant studies. Project technology and 1 Will Cadoux’s developed high-quality engineering development has focused on production risk HPA process work efficiently, effect
Slide 11: Rare Earths
“ca doux ASK: COM Rare Earths
Slide 12: Minhub is collaborating with mineral sands developers with significant rare earth resources
The Minhub Project will value-add The Minhub Project aims to be a Minhub is collaborating with mineral sands concentrates and key part of a sovereign supply mineral sands developers with produce finished mineral sand products chain solution for rare earths significant rare earth resources including
Slide 13: DSP aligns partners from mineral sands mining with rare earth projects and markets
DSP aligns partners DSP will capture from mineral sands DSP aligns with NT DSP will add to DSP will create significant value for mining with rare and Federal Govt Arafura’s capacity opportunity for value NT and Australia by earth projects and policy, in relation to to deliver into the capture and up
Slide 14: Project development
2023 2024 Preliminary design Engineering design completion Early procurement (June to November) SSP Final design On-going product Phases 1 & 2 Site selection development decision Finalise Phase 1 Financial Finalise Phase 2 Site permitting SSP approvals SSP HPA (SSP) Shareholder Project development V
Slide 15: Major Project status
“My decision to grant Major Project status is based on the opportunity your project offers to contribute to the growth of the clean energy sector in Australia.” - Federal Minister for Industry, Science, Energy and Resources 15
Slide 16: A dedicated and experienced development team focused on delivering world class projects
A dedicated and experienced development team focused on delivering world class projects Timing Quality Growth Economics Validation Partners Funded ESG Cadoux has the objective to become a dominant participant in targeted critical minerals production 16
Slide 17: Contact details
Unit 2, 49 Ord Street West Perth, Western Australia 6005 Tel: +61 8 9313 3920 info@cadoux.com.au www.cadoux.com.au Further Information: Roland Hill Managing Director