Business
Cadoux : Investor Presentation – IMARC Conference Sydney
Cadoux : Investor Presentation – IMARC Conference
About this update from Cadoux Limited
IMARC SYDNEY ASX: CCM 29-31 October 2024 FSE: SLD OTC: FYIRF 2 3 What We Do Innovative and integrated developer of critical and strategic minerals Developed demonstrated process to produce high quality HPA for the growing energy efficiency markets and broader tech applications Developing a world class downstream rare earth production facility to strengthen Australia's critical minerals supply chain Developing and commercialising downstream value-add opportunities in critical minerals 4 Cadoux Critical Minerals Project Summary Dual Project Summary High Purity Alumina (HPA) Rare Earths - Minhub • Innovative business models • Stage 2 Project development • Unique multi-sourced feedstock • Well developed process flowsheets underway flowsheet • Technological competitive • FEED level engineering • FS due for completion shortly advantage • Flexible operating design and staged • Accelerated production pathway • Exceptional product (purity / quality) production growth defined • Staged production expansion • SSP FS due shortly • Garnering strong supply chain strategies • Proven product quality & market support • Near term development catalysts appeal • Supporting Australia's critical minerals • Outstanding project economics • Significant project value strategy • Visible market upside demonstrated 5 High Purity Alumina Cadoux HPA Project Value NPV * > US $1.0b Extensive and innovative R&D development and rigorous testwork Demonstrated process flowsheet and validated engineering Developed ultra-high quality / high purity 4N (99.999%) and 5N (99.999%) aluminas Cracked the code - very favourable market response to desirable product material Premium HPA products to address the growing market demand 7 Cadoux (FYI) HPA Project DFS April 2021 HPA Development Pathway Commercialising our innovative Project Valuation Pathway HPA production process 1 2 Proven HPA quality and purity Pilot Plant CSI* Demonstrated HPA project 3 value of over US$1.0 bn Well timed strategy to meet DFS/FEED 4 increased forecast demand Final Investment Decision Clear pathway to production and achieving project 5 valuation SSP** 6 Staged Commercial Facility NPV # # Cadoux (FYI) HPA Project DFS April 2021 US$1.01b * Customer Service and Innovation Centre 8 ** Small Scale and Demonstration HPA production facility HPA Markets and Outlook Summary ~33% ** 2024 CAGR ~19%* 2021 CAGR 1 Noticeable industry volume increases noted via customer outreach 2 HPA pricing maintained for 4N . Premium products 4N5 + noted increases 3 Traditional markets continuing to grow • LED / wafer / electronics LiB separators 4 Broader HPA markets developing based on AI growth - ie microchips, semiconductors & microelectronics** * CRU HPA Industry Report 2021 9 Technavio (2024): Global High Purity Alumina Market 2024-2028 Rare Earths Minhub Operations