Acdc Metals Ltd · ASX:ADC
Acdc Metals — Investor Presentation (May 2026)
21 slides from Acdc Metals's investor presentation, May 2026
Slide 1: Developing critical & precious metal projects globally
Developing critical & precious metal projects globally Corporate Presentation | May 2026 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 ACDC Metals is a diversified exploration company advancing strategically important Heavy Mineral Sands and Rare Earth Element projects, underpinned by gold and silver exploration across Australia and the United States. With a dual focus on critical minerals and precious metals, th
Slide 4: Project Overview
Project Overview Mount Jackson Project – Gold & Silver • Located in Tier-1 jurisdiction, Walker Lane trend, Nevada. • Strong region of past operations and developing projects. • Option to exercise 100% of project. • Historical drilling conducted in 1980’s and 2011, reporting gold and silver minerali
Slide 5: Mount Jackson Project
Mount Jackson Project The Mount Jackson Project is the first acquisition for ACDC Metals in the US, in the well renowned Walker Lane Trend, Nevada. ▪ Secured rights to earn a 100% interest in the Mount Jackson Gold-Silver project3. ▪ The projects presents drill ready targets for Gold and Silver. ▪ L
Slide 6: Mount Jackson Project
Mount Jackson Project ▪ Gold mineralisation first discovered by Pegasus Gold in 1987, with a 44-hole RC program, followed by 5 hole RC program by First American Silver in 2011. ▪ Key drilling intercepts include: ▪ PC34A: 25.9m @ 1.94 g/t Au from 97m incl. 6.1m @ 7.38 g/t Au from 97m. ▪ PC21: 21.3m @
Slide 7: Mount Jackson Project
Mount Jackson Project April site visit ▪ Pegasus zone where historical drilling has been conducted. ▪ All 3 zones are serviced by access tracks, providing ease for drill rig movement, and reducing permitting time. ▪ Further areas to stake identified and in progress at the time of visit 7 ACDC Metals
Slide 8: Goschen Central overview
Goschen Central overview • Located within the globally significant Murray Basin, with mineralisation hosted in WIM-style (Wimmera-type) deposits. • Large-scale heavy mineral sands and rare earths project in the Murray Basin, Victoria, with a JORC Mineral Resource of ~620 Mt @ 2.2% HM containing zirc
Slide 9: Goschen Central Project – Mineral Resource
Goschen Central Project – Mineral Resource Mineral Assemblage (% of total HM) Tonnes Total Oversize Classification Slimes % (Mt) HM % % Rutile Leucoxene Ilmenite Zircon Monazite Xenotime Indicated 210 2.3 21 4.3 9.1 10 22 24 3.4 0.45 Inferred 410 2.1 21 4.2 8.1 12 20 21 2.8 0.45 Total 620 2.2 21 4.2
Slide 10: Goschen Central Scoping Study
Goschen Central Scoping Study • Two-stage development strategy: Phase 1 produces zircon–titania concentrate and rare earth mineral concentrate; Phase 2 adds downstream hydromet processing to produce mixed rare earth oxides (MREO) • Strong scoping study economics and strategic positioning, including
Slide 11: Goschen Central Scoping Study
Goschen Central Scoping Study Robust economics: • Phase 1: Pre-tax NPV8 A$287M IRR 23%. (base case) • Phase 1 & 2: Pre-tax NPV8 A$384M IRR 24%. (base case) • Breakeven NdPr price of US$32/kg over life of Project*. • 14-year life of mine, 6 Mtpa nameplate capacity: • 82% of resource in the indicated
Slide 12: Corporate Structure
Corporate Structure • *Capital raising currently in progress3: ACDC Share Register • Placement (completed) A$936,500 was secured through a placement to sophisticated and institutional investors, with 18,730,000 shares issued at A$0.05 each, with free-attaching options. This placement was led by Cygn
Slide 13: Experienced Board & Management Team
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 Adrien Wing Non-Executive Director Non-Executive Direc
Slide 14: Investment Highlights
Investment Highlights Recognised Assets Diversified Portfolio Exploration Program • Strong assets with value • Exposure to Gold, Silver • Funded to deliver planned underpinned by key and Rare earths. exploration program. fundamentals. • Murray Basin provides a • Drilling to commence in • Value demon
Slide 15: Contact
Contact Tom Davidson ACDC Metals Ltd tom.davidson@acdcmetals.com.au ACN 654 049 699 Chief Executive Officer Level 2, 480 Collins Street Melbourne VIC 3000 Mark Saxon W www.acdcmetals.com.au mark.saxon@acdcmetals.com.au Share Registry* Executive Director Automic Pty Ltd Suite 501, 477 Collins Street
Slide 16: Critical minerals – Rare earths and Mineral Sands
Critical minerals – Rare earths and Mineral Sands Zirconium Zirconium or zirconium-bearing minerals is critical for national security, clean energy, and technological innovation due to its role in: • Clean energy (nuclear power) • National defence (missiles, submarines) • Advanced manufacturing Adva
Slide 17: 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 18: Appendix A – External references
Appendix A – External references 1. https://www.e-mj.com/features/nevada-a-leader-in-gold-production 2. https://www.fraserinstitute.org/studies/annual-survey-mining-companies-2025 3. ASX Announcement – 30 April 2026 – ACDC Metals acquires Gold-Silver Project Walker Lane Nevada - https://wcsecure.web
Slide 19: Appendix B – JORC Tables - Company Mineral Resource
Appendix B – JORC Tables - Company Mineral Resource 620Mt Goschen Central Project Mineral Resource Estimate % of total HM Classification Tonnes (Mt) Total HM % Slimes % Oversize % Mineral Assemblage Rutile Leucoxene Ilmenite Zircon Monazite Xenotime Indicated 210 2.3 21 4.3 9.1 10 22 24 3.4 0.45 Inf
Slide 20: Appendix C – Other Projects Douglas Project
Appendix C – Other Projects Douglas Project Targeting high grade strands in an active region of significant discoveries and mining. • Tenements EL7908, EL7544 cover over 265km2 • Drilling in 2023 and 2024 totalled over 3,300 metres. • High grades up to 20% total heavy minerals (THM) intersected. • M
Slide 21: Appendix C – Other Projects Watchem North Project
Appendix C – Other Projects Watchem North Project Targeting high grade strands in an active region of significant discoveries. • Tenements EL7685, EL7687 cover over 952km2 • Venice Beach Strandline discovered at Watchem North. Shallow, high-grade, heavy mineral sand strandline with a 9km strike leng