Cadoux Limited · ASX:CCM
Cadoux — Sydney RIU (May 2025)
16 slides from Cadoux's conference presentation, May 6, 2025
Slide 1: Sydney RIU
Sydney RIU ASX: CCM 6 May 2025 FSE: SLD Cadoux Limited OTC: FYIRF ACN 061 289 218
Slide 2: Cautionary Statement
Cautionary Statement This presentation is for information purposes only. Neither this presentation nor the information Such forward-looking statements are provided as a general guide only and should not be relied contained in it constitutes an offer, invitation, solicitation or recommendation in rel
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: What We Do
What We Do 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 Austra
Slide 5: Cadoux Critical Minerals Project Summary
Cadoux Critical Minerals Project Summary High Purity Alumina (HPA) Rare Earths - Minhub • Stage 2 Project development underway • Unique multi-sourced feedstock flowsheet • SSP FEED level engineering study • Early studies indicate excellent project • Flexible operating design and staged economics – F
Slide 6: Project Development Activities Focus
Project Development Activities Focus 1 PROJECT ECONOMICS 3 DOWNSTREAM OPPORTUNITIES • Optimising business model • HPA – FEED Studies • Margin enhancement • MINHUB - DFS • Value add • Increased scale 2 MARKET ENGAGEMENT • Customer relationships 4 SUPPLY CHAIN • Geopolitical instability • New market o
Slide 7: High Purity Alumina
High Purity Alumina Cadoux
Slide 8: HPA Project Value – Underpinned by DFS
HPA Project Value – Underpinned by DFS Extensive and innovative Premium HPA products to R&D development and address the growing market rigorous testwork demand NPV* >US$1.0b Demonstrated process “Cracked the code” – very flowsheet and validated favourable market response engineering to desirable pro
Slide 9: HPA Development Pathway
HPA Development Pathway 1 Commercialising our innovative HPA 1 production process Pilot Plant 2 CSI* 2 Proven HPA quality and purity 3 Demonstrated HPA project value of 3 DFS/FEED over USD$1.0 bn# 4 Final Investment Decision 4 CSI facility - product development and broader alumina range Clear pathwa
Slide 10: HPA Markets and Outlook Summary
HPA Markets and Outlook Summary ~33%** 1 Noticeable industry volume increases noted via customer outreach 2024 CAGR HPA pricing maintained for 4N. 2 Premium products 4N5+ noted price increases Traditional markets continuing to grow 3 • LED / wafer / electronics • LiB separators ~19%* 2021 CAGR Broad
Slide 11: Rare Earths
Rare Earths Minhub Operations
Slide 12: Minhub Rare Earths Strategy
Minhub Rare Earths Strategy Assisting development of Australia’s critical minerals supply chain Collaboration with Value-add mineral sands concentrates and produce Supply chain solution mineral sands for rare earths developers finished mineral sand products Ecosystem Participation Securing feedstock
Slide 13: Minhub Rare Earths Strategy
Minhub Rare Earths Strategy MINHUB DARWIN PROJECT MINERAL SEPARATION PLANT HRE PROJECT MINERAL SANDS XENOTIME MINING HEAVY MINERAL CONCENTRATE MONAZITE PARTNERS XENOTIME CRACKING, HEAVY RARE EARTH SEPARATION MONAZITE CRACKING, RARE EARTH SEPARATION NdPr HRE SAND RARE EARTHY ILMENITE ZIRCON & RUTILE
Slide 14: ESG Mission
ESG Mission Cadoux’s ESG disclosures and contributions ESG mission is to be a key contributor to a sustainable world by innovating responsibly, giving back to the community, reducing environmental impact, working towards carbon reduction for our future generations. ESG disclosures are aligned with t
Slide 15: Cadoux Summary
Cadoux Summary Delivering two world class critical mineral projects Timing Quality Demonstrated Economics Growth Downstream Momentum ESG Cadoux has the objective to become a dominant participant in targeted critical minerals production 15
Slide 16: Unit 2, 49 Ord Street West Perth, Western Australia 6005
Unit 2, 49 Ord Street West Perth, Western Australia 6005 Tel: +61 8 9313 3920 info@cadoux.com.au www.cadoux.com.au