Od6 Metals Ltd. · ASX:OD6
Od6 Metals — Investor Presentation (June 2022)
22 slides from Od6 Metals's investor presentation, Jun 24, 2022
Slide 1: Australian Rare Earth Metals for Green Technologies
For personal use only Australian Rare Earth Metals for Green Technologies Investor Presentation June 2022 ASX I OD6
Slide 2: Important Information
Important Information For personal use only Disclaimer This presentation has been prepared by OD6 Metals Ltd (ACN 654 839 602) (OD6) and is current as at the date of this document. The information contained in this presentation is for informational purposes only and does not constitute an offer to i
Slide 3: Investment Highlights
Investment Highlights For personal use only 1. Providing critical materials for advanced technologies Securing Australian supply 2. Dominant landholding 100% interest in a substantial and strategic tenement base 3. Superb geological and metallurgical prospectivity Strong potential for globally-signi
Slide 4: 1. Critical Metals for Technology
1. Critical Metals for Technology For personal use only REE’s support approximately half the world’s advanced technologies1 Our projects demonstrate excellent concentrations (>20% of TREO) of neodymium (Nd) and praseodymium (Pr), often the essential elements needed for high-tech devices1 4 1. Source
Slide 5: 1. Critical Metals for Technology
1. Critical Metals for Technology For personal use only NdPr oxide demand drivers 2020 Considered critical for today’s advanced 9% 19% technologies NdPr is expected to remain in high 23% demand for the 21% foreseeable future1 11% 17% Forecast Chinese supply NdPr (kt) 8 constraints has the market 6 i
Slide 6: 1. Securing Australian Supply
1. Securing Australian Supply Australia : 4% (4,100,000) For personal use only Diversity of Africa : 1% 1,680,000 Other 140,000 supply now a • Tanzania: 890,000 • South Africa: priority for 790,000 Europe : 12% (13,500,000) governments and • Russia: 12,000,000 • Greenland: corporations 1,500,000 Glo
Slide 7: 2. Dominant Landholding
2. Dominant Landholding For personal use only Vast 4,828 km2 tenement Grass Patch Splinter Rock package across the 100% E 69/3904 owned, highly prospective E 63/2153 E 69/3894 Grass Patch and Splinter Rock E 74/693 E 63/2152 E 69/3893 clay rare earth projects. E 63/2115 E 69/3907 E 63/2185 E 69/3905
Slide 8: 3. Superb Prospectivity
3. Superb Prospectivity For personal use only Regional mineralisation is considered similar to clay REE deposits of southern China1 Historic regional Historic drilling at Splinter Rock suggests metallurgy highlights1 TREO grades 2 – 3 times higher than REE extractions of 25 to 93% reported in the re
Slide 9: 4. Rapidly Emerging Clay REE Province
4. Rapidly Emerging Clay REE Province For personal use only Easy access to Esperance Esperance town renewables hub Esperance region, Labour available close by. With access to Two new 185m wind turbines for combined capacity of 9 infrastructure and existing workers megawatts and solar farm accommodat
Slide 10: 5. Low Carbon Potential
5. Low Carbon Potential For personal use only Ideally placed for the future delivery of low carbon, environmentally sensitive, critical rare earth elements for today’s advanced technologies Abundant regional wind and solar resources, with hydrogen hub potential = “Green Rare Earths” Future facing co
Slide 11: 6. Track Record of Delivery
6. Track Record of Delivery For personal use only Dr Darren Holden Mr Brett Hazelden Mr Piers Lewis Dr Mitch Loan NON-EXECUTIVE MANAGING NON-EXECUTIVE NON-EXECUTIVE CHAIR DIRECTOR DIRECTOR DIRECTOR • Founder and Non-Executive • Metallurgist with over 25 years • Finance professional with over 25 • Mi
Slide 12: Project Area Detail
Project Area Detail For personal use only Splinter Rock Grass Patch Dominant landholding of 4,828 km2 across two large-scale projects within the premier emerging clay hosted REE province globally 12
Slide 13: Splinter Rock
Splinter Rock For personal use only Six granted exploration A licenses spanning over 2,700km2 Veg / Topo Anomaly Target Area Historic High Grade TREO Splinters (>12sq.km target) Hole: SAC233 drill intercepts across a 20m @ 1467ppm TREO inc. 11m @ 2260ppm TREO (with 453ppm Nd+Pr Ox) 30km A-B traverse
Slide 14: Splinter Rock
Splinter Rock For personal use only Intersections up to 37m in thickness over the historic drilling traverse NdPr oxides make up over 20% of the total TREO basket in higher grade zones A B 14 Refer to Independent Geological Report in the Company Prospectus for further information
Slide 15: Splinter Rock
Splinter Rock For personal use only Mineralisation extent yet to be constrained Massive regional exploration potential to expand REE intercepts and potential Resource area 30km by 40km target area Proposed geophysics to map clay thickness and prospectivity 15 Refer to Independent Geological Report i
Slide 16: Grass Patch
Grass Patch For personal use only Four granted exploration licenses and two applications spanning over 2,250km2 Soil geochemistry and water bore anomalies indicate high level of prospectivity for REE Three key exploration priority areas identified by OD6 Metals 16 Refer to Independent Geological Rep
Slide 17: Grass Patch
Grass Patch For personal use only The Belgian Road Prospect is the key location with a 5km long Nd+Pr soil anomaly identified and, regionally some Grass Patch NW Nd+Pr Prospect of the highest REE detected in water Belgian Road Prospect: high bore sampling in Western Australia Potential 12km Nd+Pr in
Slide 18: For personal use only
For personal use only “Our immediate focus is drilling out our clay REE systems, with a view to rapidly delineate a globally significant JORC compliant maiden Mineral Resource Estimate.” Dr Darren Holden NON-EXECUTIVE CHAIR 18
Slide 19: Planned work program
Planned work program For personal use only Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 CY22 CY22 CY23 CY23 CY23 CY23 CY24 CY24 Drilling Aircore drilling program Geophysical clay mapping Grow the target base Metallurgical test work Analysis, research and development Resource definition Infill drilling targeting a maiden
Slide 20: Corporate snapshot
Corporate snapshot For personal use only Capital structure ASX: OD6 Current price per share A$0.15 Total number of shares1 102.45M Market capitalisation A$15.36M Gross proceeds of initial public offer A$8.00M Cash (inclusive of all listing fees) A$9.27M Debt A$0.00M Enterprise Value A$6.10M 1. The C
Slide 21: Summary
Summary For personal use only ✓ Providing critical materials for advanced technologies ✓ Securing future Australian supply ✓ Dominant landholding 4800km2 ✓ Rapidly emerging clay hosted Rare Earth province ✓ Strong potential for globally-significant REE resource definition ✓ Superb geological and met
Slide 22: Registered Office
For personal use only Registered Office c/o LCP Group Level 1, 50 Kings Park Road West Perth WA 6005 Phone: +61 8 6189 8515 Email: info@od6metals.com.au Share Registry Computershare Investor Services Level 11, 172 St Georges Tce Perth WA 6000 www.od6metals.com.au