Acdc Metals Ltd · ASX:ADC
Acdc Metals — TechKnow Invest Conference 2023
29 slides from Acdc Metals's conference presentation, Aug 3, 2023
Slide 1: TechKnow Investor Presentation August 2023
ASX Announcement: 3 August 2023 ASX: ADC TechKnow Investor Presentation August 2023 ACN 654 049 699 CAPITAL STRUCTURE Share Price: A$0.08* ACDC Metals Limited (ASX: ADC) (“ACDC Metals” or the “Company”) is pleased to Cash: A$6 M* announce that CEO, Tom Davidson, will present at the TechKnow Invest C
Slide 2: Powering the Future with Innovative Mine-to-Market Solutions
For personal use only ASX:ADC Powering the Future with Innovative Mine-to-Market Solutions TechKnow Conference Presentation | August 2023
Slide 3: 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 4: 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 5: 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 ✓ Rare earth market forecast for continual growth to 2030 For personal use only Hitting our milestones and
Slide 6: 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 7: Corporate Structure
Corporate Structure ACDC Share Register Capital Structure 22% For personal use only Shares on issue 72,305,130 Vendors Management & Directors Share price (5 July 2023) $0.089 8% Medallion Resources (TSXV:MDL) Consolidated & Institutional Market Capitalisation $6.4 M 7% 63% TOP 20 accounts for 44% of
Slide 8: Rare Earths needed to support the Energy Transition
Rare Earths needed to support the Energy Transition • Decarbonisation of industry, transport and power generation • The demand for electric vehicles is increasing For personal use only • The demand for green energy generation by governments all over the world is increasing • To support this transiti
Slide 9: Supply Chain
Supply Chain • The oxide processing market has been dominated by China since the 1990’s. For personal use only • China dominates the REE sector, over 85% of downstream processing1 • Technology advancements have remained in China in recent times. • For western countries to become producers, existing
Slide 10: The REE Opportunity
The REE Opportunity • Desire by government reduce the reliance on Chinese supply chain and For personal use only encourage downstream processing development • Australia • $1.25B loan to Iluka Resources (ASX:ILU) 1 • $50M Critical minerals grant 2023 • USA • Infrastructure and Jobs act: $407M USD, Oc
Slide 11: 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 Processing Plant and REE Projects Medallion Monazite Process Monazite REE Cracking / Separation Metallization & Magnet dissolution Alloying Manufacture Exploration
Slide 12: Mineral Sands are naturally formed deposits rich in heavy minerals and rare earth metals
For personal use only Mineral Sands are naturally formed deposits, that are rich in heavy minerals and rare earth metals 11 ACDC Metals Presentation | August 2023
Slide 13: Murray Basin
Murray Basin • The Murray Basin formed by the inland sea 50 – 60 Million years ago For personal use only • Active area of operations and exploration and development • Some selected projects shown 12 ACDC Metals Presentation | August 2023
Slide 14: What are Mineral Sands
For personal use only What are Mineral Sands Zircon Titanium Minerals Monazite Xenotime One mine. Thousands of products Source: Minerals Council of Australia 2500 15 Monazite $US/kg Monazite TREO - 60% Zircon (premium and US$/t Weighted average 10 2000 standard) 5 1500 Zircon (all products) 0 1000 Q
Slide 15: Key Rare Earths
Key Rare Earths Hybrid and electric cars... will increasingly drive demand for rare earths metals. Bloomberg For personal use only New Energy Finance estimates EVs will account for 2 per cent magnetic rare earth elements of the market by 2020, 8 per cent by 2025 and 20 per cent by 2030. Wind turbine
Slide 16: Our Technology
Our Technology ✓ ACDC is developing the Rare Earth Processing Plant For personal use only (REPP) Project, that utilises the ‘Medallion Monazite Process (MMP)’. ✓ The MMP Process is based on the well understood caustic crack process ✓ Technically robust flowsheet on the back of 6 years of development
Slide 17: Benefits of our Technology
Benefits of our Technology ✓ Continuous operation, provides: For personal use only ✓ Automation of process (reduced operators, and exposure to harsh industrial environment) ✓ Efficiency of reagent consumption ✓ High level of heat recovery, reducing energy input and reducing carbon footprint ✓ Positi
Slide 18: Rare Earth Processing Plant (REPP) Project
Rare Earth Processing Plant (REPP) Project ✓ ACDC recent drill program collected 2.5 tonnes of material to support next stage testing ✓ Environmental consultant engaged, commencing localisation studies For personal use only ✓ Lead consultant to deliver scoping study pending engagement ✓ Scoping stud
Slide 19: Work Plan for 2023
Work Plan for 2023 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Scoping Studies complete For personal use only for Mineral Sands Plant & Rare earth Processing Plant Drill Program at Goschen Central, Drill results and resource Testwork program & preparation Watchem and Douglas Projects development for ANS
Slide 20: Investment Summary
Investment Summary Corporate ✓ Strong team and history of project development For personal use only ✓ Strong cash balance to execute plan Execution ✓ 13,000 metres of Air core drilling complete ✓ Exceptional Mineralogy and Grades at Goschen Central ✓ Maiden JORC resource targeted for Q3 2023 ✓ Conce
Slide 21: 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 22: Appendices - Tenements
For personal use only Appendices - Tenements 21 ACDC Metals Presentation | August 2023
Slide 23: 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 24: 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 • Projects all close to current or historic mineral sands operations • Clear access and wide roadside verges for low impact exploration • Over 12
Slide 25: 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 26: 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 27: 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 26 ACDC Metals Presentation | August 2023
Slide 28: 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 27 ACDC Metals Presentation | August 2023
Slide 29: 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