Acdc Metals Ltd · ASX:ADC
Acdc Metals — Investor Presentation (June 2023)
21 slides from Acdc Metals's investor presentation, Jun 16, 2023
Slide 1: Powering the Future with Innovative Mine-to-Market Solutions
For personal use only Powering the Future with Innovative Mine-to-Market Solutions Investor Presentation | June 2023
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: Why ACDC Metals?
Why ACDC Metals? Exposure to Energy transition and the demand for critical minerals Markets are demanding, and governments are supporting, rare earth supply chain development outside of China For personal use only Rare earth market forecast for continual growth to 2030 Hitting our milestones and
Slide 5: Board & Management Team
For personal use only 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 Tamara Barr Kent Balas Non-Executive Directo
Slide 6: Corporate Structure
Corporate Structure ACDC Share Register Capital Structure 22% Vendors For personal use only Shares on issue 72,305,130 Management & Directors Share price (13 June 2023) $0.081 4% Medallion Resources 7% (TSXV:MDL) Market Capitalisation $5.9 M 67% Consolidated & Institutional Cash (13 June 2023) $6.2
Slide 7: ACDC Metals Strategy: Mine to Magnet
ACDC Metals Strategy: Mine to Magnet Option: Import 3rd Party Monazite Concentrate. For personal use only ACDC Victorian HMS Rare Earth Value Add Project and REE Projects Medallion Monazite Process REE Cracking / Separation Metallization & Magnet dissolution Alloying Manufacture Exploration and Mini
Slide 8: The REE Opportunity
The REE Opportunity • REE supply and demand deficit • China dominates the REE sector, both mining and downstream processing1 emerging to support the energy transition 100% For personal use only 90% 80% 70% NdPr Supply & Demand 60% 50% 120000 40% 30% 100000 20% Tonnes per Annum 10% 80000 109% 0% 6000
Slide 9: The ACDC Opportunity - value
The ACDC Opportunity - value Product suite from heavy mineral sand assets • ACDC strategy is to value-add through REE downstream processing For personal use only • Exclusive partnership with Medallion Resources for extraction technology • The ‘Medallion Monazite Process’ (MMP) targets energy and was
Slide 10: Mineral Sands Projects
Mineral Sands Projects • Mineral sands assets all located in western Victoria on the edge of the Murray Basin mineral sands For personal use only district • Projects all close to current or historic mineral sands operations • Clear access and wide roadside verges for low impact exploration • Over 12
Slide 11: Goschen Central Project
Goschen Central Project ACDC Metals’ most advanced project For personal use only Extensive historical drilling by CRAE in 1980’s & 1990’s 7,000 metres drilled by ACDC Metals since acquisition Over 140 holes covering project area Discovery drilling Assays & mineralogy received In-fill drilling
Slide 12: Goschen Central Project – Maiden Drilling Highlights
Goschen Central Project – Maiden Drilling Highlights • Multiple high grade intersections 5-10% THM • Large mineralised footprint delineated For personal use only • Initial mineralogy reports exceptional grades: - >93% HMS assemblage considered ‘valuable’ - High value Zircon and Monazite grades well
Slide 13: Watchem Projects
Watchem Projects Extensive historical drilling by CRAE For personal use only Strandline Style Mineralisation 3,500 metres drilled at EL7642 since ACDC acquisition Over 75 holes covering project area Assays expected in Q2 2023 13 ACDC Metals Presentation | June 2023
Slide 14: Douglas Projects
Douglas Projects Extensive historical drilling by CRAE For personal use only Strandline Style Mineralisation 2,000 metres drilled at EL7544 since ACDC acquisition Over 40 holes covering project area Assays expected in Q3 2023 14 ACDC Metals Presentation | June 2023
Slide 15: Rare Earth Processing
Rare Earth Processing ACDC has an exclusive agreement with Medallion Resources (TSXV:MDL) to deploy the ‘Medallion Monazite For personal use only Process’ in Eastern Australia (SA, VIC, NSW, NT) Recent drill program at Goschen Central collected over 2.5 tonnes of material for metallurgical devel
Slide 16: Work Plan for 2023
Work Plan for 2023 Q1 Q2 Q3 Q4 Goschen Central Project • Discovery drilling program For personal use only • In paddock drilling • Assaying and Mineralogy • Maiden JORC resource • Conceptual Metallurgical testwork • Concept Study Rare Earth Value Add • Concept study • Localisation studies • Testwork
Slide 17: Investment Summary
Investment Summary Corporate Execution Business Model For personal use only Strong team and history of 13,000 metres of Air core drilling Exposure to Energy transition project development complete and the demand for critical minerals Exceptional Mineralogy and Strong cash balance to Grades
Slide 18: 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 19: Appendices - Tenements
For personal use only Appendices - Tenements 19 ACDC Metals Presentation | June 2023
Slide 20: Appendices – Mineral Sands
Appendices – Mineral Sands • Heavy Mineral Sands (HMS) in the Murray Basin have been discovered across two For personal use only styles: • Strandline or “Strand-style”: these are narrow, long and high grade deposits containing zircon and titanium. Prior and currently mined in Victoria, NSW and South
Slide 21: Medallion Monazite Process (MMP)
Medallion Monazite Process (MMP) The Right Technology at the Right Time For personal use only • The MMP enables ACDC to gain down stream value, rather than exporting overseas. • It will enable further opportunity for Australia to • Medallion spent considerable time and funds to advance the MMP, prov