Cadoux Limited · ASX:CCM
Cadoux — Shareholder Meeting (November 2025)
18 slides from Cadoux's shareholder meeting presentation, Nov 6, 2025
Slide 1: Annual General Meeting
INNOVATION FOR A SUSTAINABLE FUTURE Annual General Meeting ASX: CCM FSE: SLD 6 November 2025 OTC: FYIRF
Slide 2: Disclaimer - Cautionary Statement
Disclaimer Cautionary Statement This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may
Slide 3: Disclaimer - Competent Person's Statement
Disclaimer Competent Person’s Statement Ore Reserves The information in this report that relates to Ore Reserves is based on information compiled by Mr. Steve Craig, who is a Fellow of the Australasian Institute of Mining and Metallurgy. Steve Craig is a full-time employee of Orelogy Consulting Pty
Slide 4: What We Do
What We Do We are an emerging producer in technology-driven chemical processing and critical minerals refining Our focus is on progressing two cornerstone critical minerals projects: HPA and Rare Earths We have established proprietary processes for both projects that set industry best practice and p
Slide 5: Summary: Dual Projects HPA and Rare Earths
Summary DUAL PROJECTS HPA RARE EARTHS • Addressing a demonstrably • Development of ultra pure, • Unique rare earth and mineral robust market high-quality alumina sands beneficiating strategy • Planned operational excellence • Demonstrated and validated, • Cost-effective design flowsheet to • Innovat
Slide 6: High Purity Alumina
High Purity Alumina Cadoux
Slide 7: HPA Project - Outstanding Investment Metrics
HPA Project - Outstanding Investment Metrics Key Metrics Operational Improvements US$1,1014m 55% Processing Technology & Refining Capability Product Quality & Scalability NPV IRR Downstream Integration & Product Offering US$186m 3.2 YEARS Environmental, Social & Governance Standards Strategic Partne
Slide 8: HPA Marketing Journey
HPA Marketing Journey Product Development Targeted Markets Primary • Deep market engagement and defined • Li-ion batteries – cathode coating/doping and feedback directs our product offering separator coating • 4+ years of HPA product development and • Semiconductors – manufacture of thermal product
Slide 9: HPA Development
HPA Development Project development stage outline Pilot Plant Test-work, experimentation, trial and error = “nailed it” Preliminary Trade off studies, Basis of design Engineering Piloting novel equipment Evaluated the technical, DFS economic, and operational viability of the HPA Pre-FEED Risk mitiga
Slide 10: Rare Earths
Rare Earths Minhub
Slide 11: Global Focus on Rare Earth
Global Focus on Rare Earth Compelling investment rationale Downstream Geopolitical Investment and Global strategic Surging clean innovation and rebalancing policy momentum status energy demand Integration Strategic supply Energy transition Defence and Government, Scarcity of quality security demand
Slide 12: Minhub Rare Earth Strategy
Minhub Rare Earth Strategy Minhub is collaborating with Collaboration mineral sands developers with significant rare earth resources Minhub is securing feedstock supply Feedstock and collaborating with third parties in the development of the Minhub Project The Minhub Project will value-add mineral V
Slide 13: Minhub Rare Earths Strategy
Minhub Rare Earths Strategy MINHUB DARWIN PROJECT MINERAL SEPARATION PLANT HRE PROJECT MINERAL SANDS XENOTIME MINING HEAVY MINERAL CONCENTRATE MONAZITE PARTNERS XENOTIME CRACKING, HEAVY RARE EARTH SEPARATION MONAZITE CRACKING, RARE EARTH SEPARATION SAND RARE EARTH NdPr HRE ILMENITE ZIRCON & RUTILE C
Slide 14: ESG
ESG Environmental, Social & Governance
Slide 15: Our ESG Commitment
Our ESG Commitment To continue to build and strengthen our Environmental, Social, and Governance reporting and credentials Disclosing ESG performance in alignment with the: • World Economic Forum (WEF) • Stakeholder Capitalism Metrics (SCM) • United Nations Sustainable Development Goals (UN SDGs) •
Slide 16: ESG - Year in Review
ESG ESG--Year Yearin inReview Review Cadoux demonstrated the following ESG strategic initiatives during the financial year: Stakeholder engagements, shareholders engagement, employee 1 workshops including director engagement in international and local forums on inclusion, responsible mining and prom
Slide 17: Delivering two world class critical mineral projects
Delivering two world class critical mineral projects Timing Quality Demonstrated Economics Growth Supported Momentum ESG Cadoux aims to become a leading producer of selected critical minerals 17
Slide 18: Contact details
Unit 2, 49 Ord Street West Perth, Roland Hill Western Australia 6005 Managing Director Tel: +61 8 9313 3920 info@cadoux.com.au www.cadoux.com.au