Acdc Metals Ltd · ASX:ADC
Acdc Metals — Investor Presentation (July 2025)
21 slides from Acdc Metals's investor presentation, Jul 23, 2025
Slide 1: Developing Critical Mineral Assets
Developing Critical Mineral Assets For personal use only Corporate Presentation| July 2025 ASX: ADC
Slide 2: Important Information and Disclaimer
Important Information and Disclaimer Disclaimer: The material in this presentation has been prepared by ACDC Metals Ltd (“Company”). This presentation may not be reproduced, redistributed or passed on, directly or indirectly, to any other person, or published, in whole or in part, for any purpose wi
Slide 3: Corporate Strategy
Corporate Strategy To support global technology, energy and defence For personal use only supply chains by developing high quality critical mineral assets. 3 ACDC Metals Presentation | July 2025
Slide 4: Overview
Overview Major land position Large resource at Rapid progress at • 2,500 km² Murray Basin Goschen Central Goschen Central For personal use only • Growing critical metals Project Project hub with advanced • Remains open. • Scoping studies mineral sands and rare • Over 600Mt. complete. earth projects
Slide 5: Critical minerals
Critical minerals Zirconium Zirconium or zirconium-bearing minerals is critical for national For personal use only security, clean energy, and technological innovation due to its role in: • Clean energy (nuclear power) • National defence (missiles, submarines) • Advanced manufacturing Advantages of
Slide 6: Electrification and robotics to drive demand
Electrification and robotics to drive demand Total global rare earth oxide consumption is anticipated to increase five-fold by 2040 at a Compound Annual Growth Rate (CAGR) of 5.4%1. For personal use only Permanent Magnets are the most significant driver. Neodymium-iron-boron (NdFeB) magnets, which r
Slide 7: Strategic Value
Strategic Value • A$183M investment by Energy Fuels into Astron Corp (ASX:ATR) - offtake and investment for rare earth mineral concentrate from the Donald Mineral sands project, $183M AUD investment. For personal use only • “Australian Government to underwrite the development of critical mineral pro
Slide 8: REE Projects aren't all alike
REE Projects aren’t all alike Mineral Sands Hardrock Ionic Clay hosted Formed by the weathering and erosion of primary hardrock deposits, followed by fluvial Formed by intense in-situ weathering (laterization) of REE- Primarily magmatic (e.g., carbonatites, alkaline igneous rocks, Formation and/or m
Slide 9: Goschen Central - an advancing Project
Goschen Central - an advancing Project Last 12 months ✓ 1.6 Tonne Metallurgical testwork program complete. For personal use only ✓ Key Metallurgical data obtained for further development. ✓ Marketing study completed. ✓ JORC Resource update. ✓ Scoping Study complete. ✓ Retention licence application i
Slide 10: Goschen Central Scoping Study
Goschen Central Scoping Study Potential Production Phase 1 • ~ 115,000 (dmt/a) of Heavy For personal use only Heavy Mineral Concentrate (HMC) Heavy Mineral Sand & Rare Earth Element Projects Mineral Concentrate on average Rare Earth Mineral To Existing for first 5 years. Concentrate (REMC) Markets •
Slide 11: Goschen Central Scoping Study
Goschen Central Scoping Study • Robust economics: • Phase 1: Pre-tax NPV8 A$287M IRR 23%. • Phase 1 & 2: Pre-tax NPV8 A$384M IRR 24%. For personal use only • Breakeven NdPr price of US$32/kg over life of Project*. • Spot: US$60-65/kg, US DoD price floor: US$110/kg • 14-year life of mine, 6 Mtpa name
Slide 12: Goschen Central Project – Mineral Resource
Goschen Central Project – Mineral Resource Significant Progress: • Significant increase in grade, heavy mineral tonnes and geological confidence of the Goschen Central resource. For personal use only • Indicated resource classification has increased significantly: • Tonnes have increased by over 60%
Slide 13: Goschen Central resource compares well against peers
Goschen Central resource compares well against peers 40 30 Results For personal use only 35 VHM Ltd 25 ACDC Metals Ltd • Key minerals of focus: 30 • Zircon 20 Monazite Zircon Grade (% of THM) • Assemblage (% of THM) 25 Astron Ltd • Xenotime 20 15 Iluka • High assemblage of (WIM100) 15 10 magnet rare
Slide 14: Douglas Project
Douglas Project Targeting high grade strands in an active region of significant discoveries and mining. • Tenements EL7908, EL7544 cover over 265km2 For personal use only • Drilling in 2023 and 2024 totalled over 3,300 metres. • High grades up to 20% total heavy minerals (THM) intersected. • Mineral
Slide 15: Watchem North Project
Watchem North Project Targeting high grade strands in an active region of significant discoveries. • Tenements EL7685, EL7687 cover over 952km2 For personal use only • Venice Beach Strandline discovered at Watchem North. Shallow, high-grade, heavy mineral sand strandline with a 9km strike length, in
Slide 16: Corporate Structure
Corporate Structure ACDC Share Register Capital Structure For personal use only Shares on issue 74,775,130 21% Vendors Share price (14 Jul 2025) $0.043 Management & Directors Medallion Resources Market Capitalisation $3.2 M 12% (TSXV:MDL) 60% Retail & Institutional Cash (Q1 CY2025) $2.29 M 7% Debt Z
Slide 17: Experienced Board & Management Team
For personal use only Experienced Board & Management Team Tom Davidson Andrew Shearer Mark Saxon Chief Executive Officer Non-Executive Director and Chair Executive Director Engineer & Development Geologist & Corporate Geologist & Corporate Ivan Fairhall Richard Boyce Kent Balas Adrien Wing Non-Execu
Slide 18: Investment Summary
Investment Summary ✓ Strong team with history of project development For personal use only ✓ Cash balance of $2.29m to execute plan ✓ Exposure to critical minerals ✓ Downstream processing optionality ✓ Proven exploration and project development strategy Upcoming News flow • Goschen Central mineralog
Slide 19: Contact
For personal use only Contact Tom Davidson ACDC Metals Ltd tom.davidson@acdcmetals.com.au 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.au Executive Director Share Registry* Andrew Shearer Automic P
Slide 20: Appendix A - Peer comparison data
Appendix A - Peer comparison data Mineral Assemblage % of HM For personal use only Grade HM% Rutile Leucoxene Ilmenite Zircon Monazite Xenotime TREO ACDC Metals Ltd 2.2 8.4 11 21 22 3 0.45 2.7 Inferred 2.1 8.1 12 20 21 2.8 0.45 2.5 Indicated 2.3 9.1 10 22 24 3.4 0.45 2.9 Astron Ltd 4.8 8 18 33 18 2
Slide 21: Appendix B – JORC Tables - Company Mineral Resource
Appendix B – JORC Tables - Company Mineral Resource 620Mt Goschen Central Project Mineral Resource Estimate % of total HM For personal use only Classification Tonnes (Mt) Total HM % Slimes % Oversize % Mineral Assemblage Rutile Leucoxene Ilmenite Zircon Monazite Xenotime Indicated 210 2.3 21 4.3 9.1