Acdc Metals Ltd · ASX:ADC
Acdc Metals — RIU Fremantle 2025
22 slides from Acdc Metals's conference presentation, Feb 17, 2025
Slide 1: Exploring & Developing Critical Mineral Projects
For personal use only ASX: ADC Exploring & Developing Critical mineral projects RIU Fremantle | February 2025
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: ACDC Corporate Strategy
For personal use only ACDC Corporate Strategy Building a mine-to-market critical metals company with heavy mineral sand (HMS) assets and proprietary rare earth element (REE) processing technology. Secure supply of critical metals is essential for the energy transition. Through an innovative business
Slide 4: ACDC Metals: Rapid progress on flagship Goschen Central project
ACDC Metals Rapid progress on flagship Goschen Central project ✓ Large resource defined; remains open, over 600Mt, strong Monazite and Zircon assemblage. For personal use only ✓ Metallurgical Testwork program complete at Mineral Technologies. ✓ Heavy mineral samples for offtake and strategic discuss
Slide 5: ACDC Metals Strategy: Mine to Magnet
ACDC Metals Strategy: Mine to Magnet Phase 1 Heavy Mineral For personal use only Concentrate (HMC) Heavy Mineral Sand & Rare Earth Element Projects To Rare Earth Mineral Existing Concentrate (REMC) Markets Rare Earth Mining, Beneficiation Processing Mixed Rare to Concentrate Plant Earth Oxide (MREO)
Slide 6: Corporate Structure
Corporate Structure ACDC Share Register Capital Structure Vendors For personal use only Shares on issue 72,305,130 22% Share price (12 Feb 2025) $0.053 Management & Directors Market Capitalisation $3.8 M Medallion Resources 8% (TSXV:MDL) Cash (Q4 CY2024) $2.68 M 7% Consolidated & 63% Institutional D
Slide 7: Experienced Board & Management Team
For personal use only 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 Kent Balas Andrew Draffin Non-Ex
Slide 8: Goschen Central - an advancing Project
Goschen Central - an advancing Project Last 12 months For personal use only ✓ 1.6 Tonne Metallurgical testwork program complete. ✓ Marketing study completed. ✓ Extension drilling and further mineralogy. ✓ JORC Resource upgraded. ✓ Scoping Study nearing completion. ✓ Retention licence application in
Slide 9: Goschen Central Project – Mineral Resource 2024 Update
Goschen Central Project – Mineral Resource 2024 Update • Significant increase in grade, heavy mineral tonnes and geological confidence of the Goschen Central resource. For personal use only • Indicated resource classification has increased significantly: • Tonnes have increased by over 60% from 130M
Slide 10: Goschen Central Project – Scoping Study
Goschen Central Project – Scoping Study Contributing consultants • Scoping Study will incorporate Q4 Mineral Resource Testwork / Process & update. For personal use only Infrastructure Engineering • Two phase approach: Environmental • Phase 1 delivers Heavy mineral concentrate (HMC) and Rare earth mi
Slide 11: Rare Earths Processing Plant Project
Rare Earths Processing Plant Project • Scoping Study nearing completion • Vertically integrated with Goschen Central project and supplementary supply for For personal use only 3rd party. • Rare earth mineral concentrate (REMC) feedstock to producing mixed rare earth oxide (MREO). • Strong ESG advant
Slide 12: Mineral Sands Projects
Mineral Sands Projects • Mineral sands assets all located in western Victoria on the edge of the Murray Basin mineral sands district. For personal use only • All projects well located with supporting infrastructure; rail, road, power and water. • Exploration friendly region. • Over 23,500 metres dri
Slide 13: Douglas Project
Douglas Project • High grades up to 18% total heavy minerals (THM) intersected. • Mineralised thickness of up to 33m from shallow depth. For personal use only • Comparable grades and thickness to the nearby Bondi strandline system which was mined by Iluka Resources • 2024 campaign consisted of 48 ho
Slide 14: Watchem North Project
Watchem North Project • Venice Beach Strandline discovered at Watchem North. Shallow, high-grade, heavy mineral sand strandline with a 9km strike length, including 6m at 37.9% Total For personal use only Heavy Mineral (THM). • A second potential strandline interpreted over a 35km strike length. • Dr
Slide 15: Work Plan for CY2025
Work Plan for CY2025 Q1 Q2 Q3 Q4 For personal use only Scoping Studies complete for Scoping Studies Goschen Central Project Goschen Central: - Mineralogy - MRE Update* Douglas Field Program: - Aeromagnetic Survey - Drilling* Drill Magnetic target - Assay Goschen Central RL application (submission du
Slide 16: Investment Summary
Investment Summary Corporate ✓ Strong team with history of project development For personal use only ✓ Cash balance of $2.68m to execute plan Execution ✓ Over 23,500 metres of Air core drilling complete ✓ Second JORC resource in progress at Goschen central ✓ Concept studies nearing completion Busine
Slide 17: Contact
For personal use only Contact Tom Davidson ACDC Metals Ltd tom.davidson@acdcmetals.com.au ACN 654 049 699 Chief Executive Officer Level 6, 111 Collins Street Melbourne VIC 3000 Mark Saxon W www.acdcmetals.com.au mark.saxon@acdcmetals.com.au Executive Director Share Registry* Andrew Shearer Automic P
Slide 18: Appendix A: Peer Comparison data
Appendix A Peer Comparison data For personal use only 18 ACDC Metals Presentation | February 2025
Slide 19: Peer comparison data
Peer comparison data Mineral Assemblage % of HM For personal use only Grade HM% Rutile Leucoxene Ilmenite Zircon Monazite Xenotime TREO ACDC Metals Ltd 2.2 8.4 11 21 22 3 0.45 2.7 Inferred 2.1 8.1 12 20 21 2.8 0.45 2.5 Indicated 2.3 9.1 10 22 24 3.4 0.45 2.9 Astron Ltd 4.8 8 18 33 18 2 - - Inferred
Slide 20: Goschen Central Project compares well against peers
Goschen Central Project compares well against peers 40 30 Results For personal use only 35 VHM Ltd 25 ACDC Metals Ltd • Key minerals of focus: 30 • Zircon 20 Monazite Zircon Grade (% of THM) 25 Astron Ltd • • Xenotime 20 15 Iluka • High assemblage of (WIM100) 15 10 magnet rare earth 10 oxides 5 • Pr
Slide 21: Appendix B: JORC Tables
Appendix B JORC Tables For personal use only 21 ACDC Metals Presentation | February 2025
Slide 22: Company Mineral Resource
Company Mineral Resource 620Mt Goschen Central Project Mineral Resource Estimate % of total HM For personal use only 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 Inferred