Cobalt Blue Holdings Ltd. · ASX:COB
Cobalt Blue — Austmine CEO Leadership Luncheon 2026
19 slides from Cobalt Blue's conference presentation, Apr 16, 2026
Slide 1: ASX Announcement: Corporate presentation – Austmine CEO leadership luncheon
16 April 2026 ASX Announcement ASX: COB | OTC: CBBHF Corporate presentation – Austmine CEO leadership luncheon Cobalt Blue Holdings Limited (ASX: COB | OTC: CBBHF) CEO, Dr Andrew Tong will present at the Austmine CEO Leadership Luncheon in Sydney today, 16 April 2026. We are pleased to publish the p
Slide 2: An Integrated Minerals Processing Platform
ASX: COB | OTC: CBBHF An Integrated Minerals Processing Platform April 2026
Slide 3: Cobalt Blue Integrated Platform
Cobalt Blue Integrated Platform ▪ Become Leading Australian Refined Cobalt Supplier ▪ Growth Plan for USA Cobalt and Manganese plant ▪ Commodity Diversification with Copper and Silver The Cobalt Blue Difference: ▪ Market leading, patented, minerals processing technology ▪ Broken Hill Technology Cent
Slide 4: Cobalt Strategic Concentration Risk
Cobalt Strategic Concentration Risk Supply chain vulnerability for advanced manufacturing sectors China controls ~70% mine production, ~80% processing China & FEOC Indonesia DRC US & Allies Global Reserves Mine Production Controlled Mine Production Mineral Processing 0% 10% 20% 30% 40% 50% 60% 70% 8
Slide 5: Cobalt from Australia for Global Markets
Cobalt from Australia for Global Markets Kwinana Cobalt Refinery is the strategic mid-stream anchor for Australia ▪ Market access & product qualification: Establishes credibility in battery and defence supply chains Global cobalt sulphate refineries ▪ De-risks Broken Hill investment: Lowering projec
Slide 6: Kwinana Cobalt Refinery Overview
Kwinana Cobalt Refinery Overview Investment ready ✓ Project partner: Iwatani 30% / 70% COB* ✓ Offtake LOI’s (Japan, France) ✓ Flowsheet fully piloted, samples available ✓ Glencore feedstock contract executed ✓ Permits granted from WA State Government ✓ Detailed final engineering design ~90% complete
Slide 7: Kwinana Cobalt Refinery Feed Strategy
Kwinana Cobalt Refinery Feed Strategy ONLY ESG approved & Traceable, in conformance with RMI Standards Cobalt Sulphate Hydroxide Stage 1 Glencore DRC contract 3,000 tpa By-products Ni + Cu industry Secondaries Battery black mass Cobalt Metal Rounds Stage 2 Hydroxide 6,000 tpa BHCP Source: Cobalt Blu
Slide 8: Broken Hill Cobalt Project
2023-24 Mine Portal for Sample Ore Broken Hill Cobalt Project Ancillary infrastructure Largest undeveloped primary cobalt resource in ▪ Power, water, rail and road connections to existing networks Australia, capable of providing enough cobalt for (onsite renewable power generation also being conside
Slide 9: Large-scale system supporting staged development
Large-scale system supporting staged development Favourable geometry underpins a staged, capital-efficient development pathway Pyrite Hill Deposit Railway Deposit The Pyrite Hill deposit extends over 1.2 Railway deposit extends ~2.5 km along strike, with km along strike, ~ 400 m down dip & mineralis
Slide 10: Cobalt & Sulphur Markets Tighten
Cobalt & Sulphur Markets Tighten Dual exposure to improving commodity cycles enhances revenue resilience, with sulphur providing an increasingly meaningful and underappreciated value stream Cobalt rebalancing Sulphur strengthening DRC supply controls tightening market, with Structural demand growth
Slide 11: Growth Plan for USA Refinery
Growth Plan for USA Refinery Partnership with Glomar Minerals US Domestic supplier of battery grade MnSO4 and cobalt metal / sulphate • Unlocking mid-stream for polymetallic nodules • Target 200,000 tpa plant in USA, by end 2028 • Manganese and cobalt refinery for US supply chain resilience • Based
Slide 12: Commodity Diversification
Commodity Diversification ▪ Stable long-term commodity markets ▪ Projects requiring metallurgical innovation Copper: Silver: Electrification & Energy transition & Advanced Manufacturing Safe Haven Source: Cobalt Blue Holdings Limited 11
Slide 13: Halls Creek Project
Halls Creek Project Exciting small-scale copper-silver-zinc project Status ▪ 2025 Scoping Study: 10.5-year LOM, attractive C1 costs, ▪ Estimated pre-tax NPV ~A$172m & IRR ~28%.* ▪ 250 km² tenement in WA’s Kimberley region ▪ Two major deposits**: Indicated Inferred Cu Zn Ag Onedin 3.7 Mt 0.4 Mt 1.40%
Slide 14: Cobalt Blue Integrated Platform
Cobalt Blue Integrated Platform Integrated testwork and flowsheet validation reduces development timelines and improves investment confidence Metallurgical testwork → Flowsheet optimisation → Validated flowsheet → FS confidence Demonstration & Piloting Broken Hill Cobalt Project Kwinana Cobalt Refin
Slide 15: Cobalt Blue Q2 2026 Investment Summary
Cobalt Blue Q2 2026 Investment Summary Key catalyst Significance As at market close 15 April 2026 Kwinana Cobalt Offtake Unlocks funding and FID Refinery agreements Ordinary Shares 583.9m Performance Rights 6.9m Options (expiry 23/4/2027 Ex. Price $0.20) 41.8m Broken Hill PFS completion & Revised pr
Slide 16: Compliance Statements
Compliance Statements Information included in this presentation is, in part, extracted from reports available via Assumption Input https://www.cobaltblueholdings.com and referenced in the following Compliance Statements. Cobalt Price US$60,186/t (AU$85,980) The Company confirms that it is not aware
Slide 17: Compliance Statements
Compliance Statements 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 10.8 189 18.3 1,935 3.4 Indicated 8.7 889 703 8.0 137 6.1 693 1.2 Inferred 7.2 1,188 946 10.3 181 6.8 742 1.3 Total 33.9 1,15
Slide 18: Compliance Statements
Compliance Statements Mineral Resource estimate for the Onedin deposit detailed Slide 12: The information related to the Halls Creek Earn-In Agreement is extracted from classification ASX Announcement released on 18 February 2025 titled ‘COB Diversifies – Major Copper Project Earn in. The informatio
Slide 19: Important Notice & Disclaimer
Important Notice & 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
Cobalt Blue Holdings — Austmine CEO Leadership Luncheon 2026 on 6ix