Cobalt Blue Holdings Ltd. · ASX:COB

Cobalt Blue — Investor Presentation (December 2023)

16 slides from Cobalt Blue's investor presentation, December 2023

  1. Slide 1: Investor Update

    December 2023 Investor Update

  2. Slide 2: Disclaimer

    Disclaimer The following notice and disclaimer apply to this investor presentation (Presentation). Forward-looking statements and forecasts You are, therefore advised to read this carefully before reading or making any other use This Presentation contains certain “forward-looking statements” and com

  3. Slide 3: ASX: COB

    ASX: COB 3 Source: Cobalt Blue Holdings Limited

  4. Slide 4: Proven Products and Collaboration

    Proven Products and Collaboration MHP (30% Co, 7% Ni) Pilot Plant (2021) + Demonstration Plant (2022/23)  Large-scale operations demonstrating all stages of the flowsheet  Ongoing optimisation work  35 full-time staff Cobalt Sulphate (20% Co) Global Sample Program  +3 years testing, refining MHP

  5. Slide 5: Growth and Catalysts

    Growth and Catalysts Cobalt- Nickel Refinery Waste Streams Projects  Strategic Partner agreement  Flin Flon Mine:  Feedstock contracts  Large-scale test work  Funding:  Commercial partner negotiations  Domestic and international agencies  European Raw Materials Alliance (ERMA):  Current par

  6. Slide 6: COB aims to become a top global producer

    COB aims to become a top global producer  First Australian cobalt refinery  Early midstream entrant into Allied Battery Supply Chain Global cobalt sulphate capacity (Kt Co), 2026–2030 ASX: COB 6 Source: Cobalt Blue Holdings Limited, Benchmark Minerals Intelligence

  7. Slide 7: Proposed Cobalt-Nickel Refinery

    Proposed Cobalt-Nickel Refinery ASX: COB 7 Source: Cobalt Blue Holdings Limited

  8. Slide 8: Iwatani Corporation

    Iwatani Corporation  COB is delighted to name Iwatani Corporation as our partner in developing the Cobalt-Nickel Refinery Project (subject to a binding agreement).  Japanese multinational specialising in commodity production/trading. Trades intermediates for cathode active materials, including lit

  9. Slide 9: Flin Flon Tailings: Positive Results

    Flin Flon Tailings: Positive Results  A 50 kg sample of tailings received in August 2023 and subsequent testwork undertaken. Sample contained approximately:  0.8% Zn, 0.1% Pb, 0.2% Cu, 200 ppm Co  Results successfully achieved >90% conversion of the pyrite into pyrrhotite and elemental sulphur. 

  10. Slide 10: Broken Hill Cobalt Project

    Broken Hill Cobalt Project Targeted project life +20 years:  Mineral Resource of 127Mt* for 87,300t cobalt. Primary cobalt:  3,500 tpa of cobalt (as MHP).  300,000 tpa of Elemental Sulphur. A multi-pit open cut mine:  Extracting 5.3–6.3 Mtpa cobaltiferous pyrite ore  Onsite processing plant to

  11. Slide 11: COB Capital Structure

    COB Capital Structure As at: 1 December 2023 Capital Structure:  Ordinary Shares: 375m  Performance Rights 3.4m  Promissory Note1 (5yr to 2025): $3.0m  Market Cap (undiluted): $107m Share Price:  Share Price: $0.29 Cash & equivalents on hand  As at 30/09/2023: $10m 1. Three years interest free

  12. Slide 12: COB 2-Year Indicative Timeline

    COB 2-Year Indicative Timeline 23 2024 2025 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q Study DFS Published Published Refinery Development Program Permitting Studies Testing intermediate samples at BHCP Demo Plant EIS Submission / Operating Permits 3rd party supply / offtake contracts Completion of Financing Constru

  13. Slide 13: Cobalt outlook: Impending shortfall

    Cobalt outlook: Impending Global demand vs supply: tonnes per annum shortfall Cobalt Price: At a cyclical bottom Consolidated global industry: Allied Nations have an immediate requirement ASX: COB 13 Source: Cobalt Blue Holdings Limited Source: Cobalt supply and demand data from Benchmark Minerals I

  14. Slide 14: Mineral Resource

    Mineral Resource The Mineral Resource estimates for the BHCP deposits (at a 275 ppm CoEq cut-off)detailed by Mineral Resource classification Classification Tonnes (Mt) CoEq (ppm) Co (ppm) S (%) Ni (ppm) Contained Co (kt) Contained S (kt) Contained Ni (kt) Pyrite Hill Measured 18.0 1,273 1,020 10.8 1

  15. Slide 15: 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

  16. Slide 16: Compliance Statements

    Compliance Statements Slides 3 & 7: The information related to the Cobalt-Nickel Refinery is extracted from the ASX announcement titled ‘COB to Progress Cobalt Nickel Refinery Project in 2024’ issued on 27 November 2023. Slides 4 & 10: The information related to metallurgical results and specificati

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