Cobalt Blue Holdings Ltd. · ASX:COB
Cobalt Blue — Shareholder Meeting (November 2024)
12 slides from Cobalt Blue's shareholder meeting presentation, Nov 28, 2024
Slide 1: Chairman's Address and CEO Presentation to the 2024 AGM
Cobalt Blue Holdings Limited ABN 90 614 466 607 Address: Level 17, 100 Miller Street, North Sydney, NSW 2060 Ph: (02) 8287 0660 Website: www.cobaltblueholdings.com Facebook: www.facebook.com/Cobalt.Blue.Energy/ LinkedIn: www.linkedin.com/company/cobalt-blue-holdings 28 November 2024 ASX Market Annou
Slide 2: 2024 AGM Chairman's Address
2024 AGM For personal use only Chairman's Address
Slide 3: Cobalt Blue Chairman's Address - AGM 2024
Cobalt Blue Chairman’s Address - AGM 2024 Good morning, I would like to welcome all Cobalt Blue (COB) shareholders and guests to our 2024 AGM. Prior to the formal part of this AGM, I would like to say a few words regarding events over the past twelve months. Firstly, it was with deep sadness that we
Slide 4: Chairman's Address (continued)
• Given battery minerals pricing, particularly cobalt metal trading at US$12-14/lb, and the current inflated capital cost environment, the BHCP Definitive Feasibility Study (DFS) was paused during Q1 2024. The COB Board concluded that the BHCP (in its current form) was unlikely to attract project fi
Slide 5: CEO Presentation 2024 AGM
CEO Presentation 2024 AGM For personal use only 29 November 2024 ASX: COB
Slide 6: Disclaimer
Disclaimer The following notice and disclaimer apply to this investor presentation (Presentation). You Forward-looking statements and forecasts are therefore advised to read this carefully before reading or making any other use of this For personal use only Presentation or any information contained
Slide 7: Pathway to Construction
Pathway to Construction For personal use only Progress achieved: Engineering partner appointed Capex estimates published Feedstock samples successfully tested Operating permits application complete Refinery Designed to Provide Stable Returns through the Cobalt Price Cycle $30 Imminent milest
Slide 8: Feedstock Testing and Capex Estimates
Feedstock Testing For personal use only • Hydroxide, Recycled Batteries, Mixed Sulphide • Compliant with USA and EU sourcing and regulations Capex Estimates (100% project) Refinery Designed to Provide Stable Returns through the Stage One: Cobalt Price Cycle Cobalt Capacity (tonnes pa) 3,000 $30 Cons
Slide 9: Positive Impact from Mine Waste
Positive Impact from Mine Waste Ongoing Activities Partnering with industry and government to re- For personal use only commercialise legacy sites through the extraction of valuable stranded metals and restoration of Hudbay (Flin Flon Mine Tails) – Canada environmental integrity Regeneration MOU
Slide 10: Potential significant leverage to the commodity cycle upside
Potential significant leverage to the commodity cycle upside For personal use only Project Review Environmental Protection and Biodiversity Conservation (EPBC) Act decision 6
Slide 11: Global Cobalt Sulphate Capacity
Global Cobalt Sulphate Capacity (tonnes cobalt) China For personal use only 2024 2030 Canada 100,900 111,000 2024 2030 EU 0 3,000 2024 2030 6,000 6,000 Morocco Other Asia USA 2024 2030 2024 2030 2024 2030 0 1,000 300 1,500 0 2,000 Indonesia 2024 2030 5,500 8,300 There are just 6 cobalt sulphate refi
Slide 12: Cobalt market update
Cobalt market update Mined Production China controlled: 59% Demand growth will overtake supply growth from For personal use only 2024 onwards 40% $50 30% $40 LT Avg Co Price ($2024) 20% $30 $27 Sulphate Production China controlled: 90% 10% $20 0% $10 Demand growth Supply growth Cobalt Price (RHS) AS
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