Coda Minerals Ltd · ASX:COD
Coda Minerals — Resources Rising Stars Gold Coast Investor Conference 2024
24 slides from Coda Minerals's conference presentation, Sep 3, 2024
Slide 1: Coda Minerals to present at the Resources Rising Stars Gold Coast Investor Conference
Coda Minerals 2024X Code: COD ASX RELEASE 3 September 2024 ASX Code: COD Coda Minerals to present at the Resources Rising Stars Gold Coast Investor Conference Coda Minerals Limited (ASX:COD, “Coda”, or “the Company”) is pleased to advise that CEO, Chris Stevens will present today at 1145 AWST/ 1345
Slide 2: Coda Minerals Investor Presentation
For personal use only ASX COD Coda Minerals Investor Presentation Resources Rising Stars Gold Coast - September 2024
Slide 3: 3D interactive version of the presentation
For personal use only A 3D interactive version of the latest presentation can be found on the Company’s website at https://www.codaminerals.com/rrs-gold-coast-conference-2024/
Slide 4: Important Notices
Important Notices Nature of this document: The purpose of this presentation is to provide general information about Coda Minerals Limited (ACN 625 763 957) (the ‘Company’). Unless otherwise stated herein, the information in this presentation is based on the Company’s own information and estimates as
Slide 5: Resource in an exceptional jurisdiction with massive upside
ASX COD OLYMPIC DAM - BHP 114KM NN ROXBY DOWNS OAK DAM WEST - BHP For personal use only 16KM NE WOOMERA CARRAPATEENA - BHP CODA MINERALS 40KM EAST ELIZABETH CREEK Major Cu-Co Total Area: 701 km 2 Resource in an exceptional jurisdiction N PORT AUGUSTA SOUTH AUSTRALIA with massive upside 0 25 km 50 EL
Slide 6: Corporate, Board of Directors and Senior Management
ASX COD CORPORATE BOARD OF DIRECTORS COD $18M Keith Jones Paul Hallam ASX Code Market Capitalisation NON-EXECUTIVE CHAIR NON-EXECUTIVE DIRECTOR For personal use only $0.11 $3.4M Share Price Cash and Equivalents 29 August 2024 30 June 2024 Robin Marshall Chris Stevens 175M NON-EXECUTIVE DIRECTOR CEO,
Slide 7: The right asset, the right team, at the right time for copper
ASX COD CODA MINERALS The right asset, the right team, at the right time for copper For personal use only Material Scale Over 1Mt Contained CuEq QUALITY ASSET Advanced JORC2012 Defined Resource, 92% Indicated Low Risk South Australia – Tier 1 Jurisdiction, simplified approvals 4x Resource Increase F
Slide 8: Coda's Copper Portfolio and JORC Resource Summary
Possible Borefield Location Emmie Bluff ASX COD CODA’S COPPER PORTFOLIO Production Target: 31.81Mt @ 1.19% Cu, 0.06% Co (1.81% CuEq) Emmie IOCG JORC RESOURCE SUMMARY Discovery Hole: > 1 Million tonnes contained CuEq EB18, aggregate 35m @ >1% Cu from 797m 1 For personal use only Resource Confidence C
Slide 9: Scoping Study
ASX COD SCOPING STUDY NET REVENUE NET CASHFLOW For personal use only (A$M) PRE-TAX CAPEX (A$M) • Phased approach to processing will see concentrate $6,622M $1,755M sales from MG14, followed by high value-add hydromet processing • Early cashflow and staged approach limits Pre- Production CAPEX & Tota
Slide 10: Emmie Deeps – Blue Sky Upside
Oak Dam West EMMIE DEEPS – BLUE SKY UPSIDE AD-232: 425.7m @ 3.04% Cu, 0.59g/t Au Carrapateena 900Mt @ 0.56% Cu, 0.24g/t Au, 2.6g/t Ag2 16km N 40km East IRON OXIDE COPPER GOLD (IOCG) • Gawler Craton - IOCG elephant country For personal use only • Emmie Deeps – 5th major Gawler Craton IOCG Emmie Bluff
Slide 11: Copper – The Next Boom
ASX COD COPPER – THE NEXT BOOM 2020 2021 2022 2023 2024 Lithium Carbonate – CNY/t 700,000 - Prices peaked 2022 following surging EV demand 600,000 Lithium and supply ramp up constraints. only 500,000 - Strong supply response due to high prices. 400,000 300,000 - Demand growth outstripped by highly e
Slide 12: Copper Supply & Demand
ASX COD COPPER SUPPLY & DEMAND 30 For personal use only 25 The world is facing a looming deficit of up 20 to 10mt per annum of copper by 2035. Mtpa 15 10 Incentive pricing required to bring additional supply online 5 Goldman Sachs: Bank of America: JP Morgan: $15,000 USD/t by $12,000 USD/t by $12,00
Slide 13: Copper's Supply Response
ASX COD COPPER’S SUPPLY RESPONSE Addressing this shortfall will require every solution: Big Projects, Small Projects, Recycling and Substitution For personal use only Advanced Projects like Elizabeth Creek can be nimble and respond quickly to demand signals Low CAPEX Lower barrier to entry compared
Slide 14: Transformational short-term catalysts
ASX COD CODA MINERALS Transformational short-term catalysts For personal use only STATUS WHAT’S NEXT Average Cu Recovery: 66-77% High reward test-work programme June 2024, new oxide collectors demonstrated 12% Results throughout Sept 2024 METALLURGY increase in Cu Recovery Life of Mine Production Gr
Slide 15: Coda's Strategy
CODA’S STRATEGY Transform Exceptional base asset provides platform for growth Exploration IOCG For personal use only Expand Emmie IOCG: Greenfields Discovery Increase Resource Exposure to globally significant Maximise Exploration driven value uplift IOCG province, uncapped exploration upside, open i
Slide 16: Any Questions?
For personal use only Any Questions?
Slide 17: Appendices
For personal use only Appendices
Slide 18: Appendix A: Statements – Mineral Resources
APPENDIX A: STATEMENTS Mineral Resources Mineral Resources and Exploration Targets For personal use only 1. MG14 Indicated Mineral Resource: The information is extracted from the report entitled "Confirmation Statements JORC" created on 26th October 2020 and is available to view at: https://cdn-api.
Slide 19: Appendix A: Competent Person Statement
APPENDIX A: STATEMENTS Competent Person Statement Competent Person Statement for JORC 2012 Mineral Resources For personal use only This report was prepared in accordance with the 2012 Edition of the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves’ (“JORC C
Slide 20: Appendix B: Metal Equivalent Calculations
APPENDIX B: METAL EQUIVALENT CALCULATIONS Statement Regarding Metal Equivalent Calculations Metal Equivalent grades are quoted for one or more of the Emmie Bluff, Windabout and MG14 Mineral Resources, or for exploration results considered by the company to be related directly to one of these Miner a
Slide 21: Appendix B: Metal Equivalent Calculations (continued)
APPENDIX B: METAL EQUIVALENT CALCULATIONS Statement Regarding Metal Equivalent Calculations (continued) The calculation of this metal equivalent is based on the following assumptions: For personal use only Metal Mining Dilution % Recovery % Payability % Forecast Price Price Unit Recovery % Copper 0.
Slide 22: Appendix C: Statements & References
APPENDIX C: STATEMENTS & REFERENCES Production Targets The information in relation to production targets included in this presentation specifically on slide 7 is taken from the Scoping Study published on 30 January 2024. For personal use only The company confirms that it is not aware of any new info
Slide 23: Appendix D: Board of Directors & Senior Management
APPENDIX D : BOARD OF DIRECTORS & SENIOR MANAGEMENT Keith Jones Chris Stevens NON-EXECUTIVE CHAIR CHIEF EXECUTIVE OFFICER, DIRECTOR For personal use only Chartered Accountant and senior mining industry leader with over 40 years of Mineral economist, feasibility and project valuation specialist. Form
Slide 24: For personal use only
For personal use only 6 Altona Street West Perth WA 6005 08 6270 6331 info@codaminerals.com
Coda Minerals — Resources Rising Stars Gold Coast Investor Conference 2024 on 6ix