Cadoux Limited · ASX:CCM
Cadoux — FYI Resources — Shareholder Meeting (November 2022)
14 slides from Cadoux's shareholder meeting presentation, Nov 30, 2022
Slide 1: Annual General Meeting
ASX:FYI FSE:SDL OTCQX:FYIRF Annual General Meeting Developing a world class integrated high purity alumina (HPA) project 30 November 2022
Slide 2: Cautionary Statement
Cautionary Statement This presentation is for information purposes only. Neither this presentation nor the information contained in Such forward-looking statements are provided as a general guide only and should not be relied on as a it constitutes an offer, invitation, solicitation or recommendatio
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: Directors, Management and Capital Structure
ASX:FYI FSE:SDL OTCQX:FYIRF DIRECTORS Shares on issue: 365.8m 1. Mr Edmund Babington Options: 2.5m Non-Exec Chairman Share price A$0.15 2. Ms Sandy Chong Market capitalisation A$54.6m 1 2 3 4 Non-Exec Director Cash on hand A$10.6m Avg. volume (3 mths) 272K 3. Mr David Sargeant Non-Exec Director Capi
Slide 5: FYI is an emerging innovative and fully integrated HPA developer
FYI is an emerging innovative and fully integrated high purity alumina (HPA) developer Our HPA process flowsheet and technologies coupled with extensive development result in a robust project strategy that has been demonstrated and risk reduced reduced ahead of commercialisation FYI’s HPA flowsheet
Slide 6: Strategic asset and technology, integrated long-life asset
STRATEGIC ASSET Innovative process based on 1 AND TECHNOLOGY integrated long-life asset EXCEPTIONAL 2 ECONOMICS Developed technology provides outstanding advantages 8% DEMONSTRATED 5 years of extensive R&D, 3 AND DE-RISKED testwork, trialing and marketing * CLEAR DELIVERY Defined 3 phase joint 4 PAT
Slide 7: Focused development pathway to HPA commercialisation
Focused development pathway to HPA commercialisation Alcoa funding commitment of US$243m of US$250m capital • FYI and Alcoa are jointly developing FYI’s innovative long-life / high margin HPA project (JDP) • Project alignment via joint development leading to Joint Venture Defined 3 phase pathway to
Slide 8: FYI and Alcoa are addressing HPA production and scale-up
FYI and Alcoa are addressing HPA production and scale-up CHALLENGES SOLUTIONS TECHNOLOGY FYI has demonstrated the quality of the project through Will FYI’s developed high-quality its extensive R&D and pilot plant studies. In joint 1 process work efficiently, development with Alcoa, project technolog
Slide 9: FYI and Alcoa have a targeted HPA off-take approach
FYI and Alcoa have a targeted HPA off-take approach • FYI and Alcoa are an emerging developer of high quality, high purity HPA Batteries & Sapphire Glass E-Mobility & Ceramics • Key markets and customers have been identified and targeted for compatibility with our quality HPA • HPA volumes forecast
Slide 10: Completion of extended HPA pilot plant production trial successful
2022 2023 Completion of extended HPA pilot plant production trial Small scale production (Demonstration) plant successful . 99.999% Al2O3 purity (5N) achieved. site confirmed Successful initial laboratory testwork and results on FYI HPA FID Small scale plant coated battery anode with Ecograf Ltd Joi
Slide 11: Project and corporate catalysts in the pipeline to building shareholder value
Project and corporate catalysts in the pipeline to building shareholder value 2022 2023 Alcoa / FYI JDP HPA product generation R&D rebate Joint Development Website and HPA ordering platform for market qualification received Listing on FID HPA project structuring and operating Agreements OTC HPA incl
Slide 12: Please scan for FYI ESG survey
Please scan for FYI ESG survey 12
Slide 13: Thank You
ASX:FYI FSE:SDL Thank You OTCQX:FYIRF FOR FURTHER INFORMATION PLEASE CONTACT: Roland Hill Managing Director info@fyiresources.com.au Unit 8-9, 88 Forrest Street, Cottesloe WA 6011 WWW.FYIRESOURCES.COM.AU
Slide 14: FYI’s DFS demonstrates outstanding investment metrics
FYI’s DFS demonstrates outstanding investment metrics ITEM UNIT AMOUNT HPA production Tpa 10,000 Production grade Al2O3 > 99.99% Capital cost (capex) US$m 202 Operating cost (opex) US$/t 6,661 Project NPV (@8%) US$m 1,015 Project IRR % 55 Assumed HPA selling price / t US$/t 26,400 Annual revenue US$