Cobalt Blue Holdings Ltd. · ASX:COB

Cobalt Blue — Investor Presentation (August 2024)

16 slides from Cobalt Blue's investor presentation, Aug 14, 2024

  1. Slide 1: Letter to Investors

    Cobalt Blue Holdings Limited ABN 90 614 466 607 Level 17, 100 Miller Street, North Sydney, NSW 2060 www.cobaltblueholdings.com Facebook: www.facebook.com/Cobalt.Blue.Energy/ LinkedIn: www.linkedin.com/company/cobalt-blue-holdings 14 August 2024 Dear Investors, We are very pleased to publish a Corpor

  2. Slide 2: Corporate Presentation

    Corporate Presentation For personal use only August 2024 ASX: COB

  3. Slide 3: COB Capital Structure

    COB Capital Structure Capital Structure: For personal use only  Ordinary Shares: 422m  Performance Rights 4.2m  Options (expiry 23/4/2027 Ex. Price $0.20): 43.5m  Promissory Note1 (5yr to 17 Jan 2025): $3.0m  Market Cap (undiluted): $29m Share Price: $0.07 Cash & equivalents on hand (30 June 20

  4. Slide 4: Strategic Priorities

    Strategy Video: Strategic Priorities Cobalt-Nickel Refinery Linking Mines and Electric Vehicles Cobalt-Nickel Refinery ReMine+ For personal use only Pathway to Construction  Flin Flon Mine, Canada  Iwatani partnership negotiations  Large-scale test work  Feedstock agreement  Commercial partner

  5. Slide 5: Cobalt-Nickel Refinery Site Layout

    Site Layout Cobalt-Nickel Refinery Proposed large-scale operation to produce battery grade sulphate for IRA-compliant markets. Expected to generate stable margins throughout the highs and lows of the cobalt price cycle. For personal use only Kwinana Industrial Area Location Western Australia Cobalt

  6. Slide 6: Cobalt-Nickel Refinery Economics

    Cobalt-Nickel Refinery Economics Assumptions (100% owned) Spot Metal & FX BMI Metal Price Profile LT Assumptions Stable Returns Through the Cobalt Price Cycle For personal use only Cobalt Price US$/lb 14.00 Rising to 27.00 27.00 $50 Nickel Price US$/lb 7.50 8.00 9.00 $45 Exchange Rate AUD:USD 0.65 0

  7. Slide 7: Milestones/Indicative Timetable

    Milestones/Indicative Timetable 2024 2025 2026 For personal use only 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1H 2H Testing Feedstock Samples Operating Permit Submission Third Party Supply / Offtake Contracts Financing Construction Commencement Construction Completed* Validation Commencement Commercial Production *S

  8. Slide 8: Building an Allied Supply Chain

    Building an Allied Supply Chain For personal use only Bridging COB is uniquely placed to become an early entrant in diversifying the Allied Supply Chain the Gap The Refinery is one of the first global replies (and the first Australian-domiciled response) to the US IRA Act IRA compliant material* is

  9. Slide 9: Broken Hill Cobalt Project

    Open cut mining Broken Hill Cobalt Project  Onsite processing plant to treat ore by Primary cobalt resource with the potential to develop a large-scale  Concentration operation to be integrated with the Cobalt-Nickel Refinery in Kwinana  Thermal decomposition For personal use only  Pressure-oxid

  10. Slide 10: ReMine+

    ReMine+ Our patented technology is at the forefront of a new frontier in mining: Leveraging COB’s patented flowsheet for re-mining of sulphur and …where pyrite-rich tailings can be re-evaluated metals from mine waste. The sale of recovered products covers the cost of rehabilitation and provides an e

  11. Slide 11: Technology Development Centre

    Cobalt Sulphate Technology Development Centre Our processing technology is unique by combination, based on industry-standard processing equipment. Metal products are customized to market requirements. For personal use only Nickel Sulphate Pilot Plant (2021) + Demonstration Plant (2022–ongoing)  +A$

  12. Slide 12: Cobalt for the Energy Transition: Supply

    Cobalt for the Mined Production Energy Transition For personal use only The majority of existing and future supply is highly concentrated with concerns over responsible sourcing from mined production and supply security among processing supply Note: Chinese interests controls 25 of the 29 operating

  13. Slide 13: Cobalt for the Energy Transition: Demand

    Cobalt for the Energy Transition Cobalt provides lithium-ion batteries superior energy density and thermal stability For personal use only EV demand dominates Nickel:Cobalt-based chemistries forecast to remain +50% market share Cobalt’s use in batteries 2018 2030 EVs are forecast to reach +40% of gl

  14. Slide 14: Disclaimer

    Disclaimer The following notice and disclaimer apply to this investor presentation (Presentation). You Forward-looking statements and forecasts are therefore advised to read this carefully before reading or making any other use of this For personal use only Presentation or any information contained

  15. Slide 15: Compliance Statements

    Compliance Statements Information included in this presentation is, in part, extracted from reports For personal use only available via https://www.cobaltblueholdings.com/ and referenced in the following Compliance Statements. The Company confirms that it is not aware of Assumption Input any new inf

  16. Slide 16: Compliance Statements: Mineral Resource Estimate

    Compliance Statements The Mineral Resource estimate for the BHCP deposits (at a 275 ppm CoEq cut-off) detailed by Mineral Resource classification. Note minor rounding errors may have occurred in compilation of this table. For personal use only Classification Tonnes (Mt) CoEq (ppm) Co (ppm) S (%) Ni

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