IMARC
SYDNEY
ASX: CCM
29-31 October 2024 | FSE: SLD |
OTC: FYIRF |
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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
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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 |
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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