Cobalt Blue Holdings Ltd. · ASX:COB
Cobalt Blue — Investor Presentation (March 2024)
11 slides from Cobalt Blue's investor presentation, Mar 5, 2024
Slide 1: Investor Webinar Presentation (ASX announcement cover letter)
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 5 March 2024 Company Announcements Office Australian Securities Exchang
Slide 2: Investor Webinar
Investor Webinar For personal use only 5 March 2024 ASX: COB
Slide 3: Potential partners in developing Broken Hill Cobalt Project and Refinery
+ For personal use only Potential partners in developing: + Heads of Agreement executed (non-binding) Finalisation of a binding agreement would align both projects, enabling the Refinery to commence and expand production, initially with third-party feedstock, potentially followed by any BHCP-sou
Slide 4: Broken Hill Cobalt Project
Open cut mining: Broken Hill Cobalt Project Onsite processing plant to treat ore by: Concentration Thermal decomposition For personal use only Pressure-oxidation leaching Precipitation of cobalt-nickel hydroxide (~30% Co, ~7% Ni) for transport to the cobalt-nickel refinery. Co & Ni MHP Pro
Slide 5: Cobalt-Nickel Refinery
Site Layout Cobalt-Nickel Refinery For personal use only Cobalt and Nickel Sulphate Products IRA compliant: First among new project pipeline Initial 3,000 t Co Capacity 1,000 t Ni 3D Model of the Refinery Economics* Average Annual EBITDA of A$30–34m (100%) LT Co: Project pay back within <5 years US$
Slide 6: Cobalt-Nickel Refinery Development Program
Cobalt-Nickel Refinery Development Program Third-party feedstock testing has progressed through to the first large scale production of cobalt sulphate – processing will continue through 2024 For personal use only Cobalt and nickel recoveries of > 85-95% achieved, with further optimisation ongoin
Slide 7: Cobalt-Nickel Refinery Milestones/Indicative Timetable
Cobalt-Nickel Refinery Milestones/Indicative Timetable 23 2024 2025 For personal use only 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q Refinery Study Published Refinery Development Program Launch Permitting Studies Testing intermediate samples at BHCP Demo Plant EIS Submission / Operating Permits 3rd party supply / o
Slide 8: Cobalt Market Update
Cobalt Market Update For personal use only 20,000 $50 10,000 $45 - $40 -10,000 $35 S/D Balance, tonnes US$/lb ($2023) -20,000 $30 -30,000 $25 -40,000 $20 -50,000 $15 -60,000 $10 -70,000 $5 -80,000 $0 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Marke
Slide 9: 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 This Presentation contains certain “forward-looking statements”
Slide 10: Compliance Statements
Compliance Statements Information included in this presentation is, in part, extracted from reports available via https://www.cobaltblueholdings.com/ and referenced in the following Compliance Statements. The Company confirms that it is not aware of any new information or data that materially affect
Slide 11: Compliance Statements
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
Cobalt Blue Holdings — Investor Presentation (March 2024) on 6ix