Kodal Minerals PLC · LSE:KOD
Kodal Minerals — Shareholder Meeting (September 2021)
15 slides from Kodal Minerals's shareholder meeting presentation, September 2021
Slide 1: Kodal Minerals Plc Company Update
Kodal Minerals Plc Company Update Lithium and Gold Exploration & Development AGM September 2021
Slide 2: Investment Summary
Kodal Minerals Ple Investment Summary “Providing investors with exposure to an , and a highly prospective portfolio of gold assets in some of West Africa’s most productive gold regions.” KODAL AGM PRESENTATION | SEPTEMBER 2021 | 1 MINERALS
Slide 3: Focus
Kodal Minerals Ple Focus “Advance the Bougouni Lithium Project to Investment Decision and Full Financing to capitalise on the rapid increase in lithium demand and secure maximum financial return.” KODAL AGMPRESENTATION | SEPTEMBER 2021 | 02 MINERALS
Slide 4: Estimated C1 cash costs of US$431 per tonne of concentrate
Estimated C1* cash costs of US$431 per tonne of concentrate
Slide 5: Bougouni Lithium Mineral Resource Estimate
Indicated Inferred Total Prospect Contained Contained Contained Tonnes Li2O% Tonnes Li2O% Tonnes Li2O% Li2O Li2O Li2O (Mt) Grade (Mt) Grade (Mt) Grade (kt) (kt) (kt) Sogola_Baoule 8.4 1.09 91.9 3.8 1.13 42.8 12.2 1.10 134.8 Ngoualana 3.1 1.25 39.2 2.0 1.12 22.1 5.1 1.20 61.3 Boumou 4.0 1.02 40.4 4.0
Slide 6: Flagship Bougouni Lithium Project
FLAGSHIP BOUGOUNI LITHIUM PROJECT - Kodal developed a schedule of Engineering, metallurgy and Environmental work programmes to enhance current Feasibility study to Definitive Feasibility study and Final Investment Decision ~ Engineering to focus on Open Pit optimization and geotechnical assessment t
Slide 7: Going Green: Lithium Supply
GOING GREEN: LITHIUM SUPPLY Spodumene is the low-cost source for Lithium Demand by Market EV selling prices projected to fall due to lower lithium hydroxide battery costs 6 0 7,000 Glass & Ceramics‘ M Lubricant/Grease ow TS « ioe) Metallurgy M Air Treatment ) ee 2 Medical ‘8 Other ¥ 5,000 2,000 mBat
Slide 8: Going Green: Electric Vehicles
GOING GREEN: ELECTRIC VEHICLES Dem for EVs is increasi FIGURE 3 Outlook for EV market share by major region — US- EV market share — Europe - EV market share — China - EV market share — EV Global share of sales ; Government Action 50% 40% Public Interest 30% 20% y 10% Environmental Improvements. 06 S
Slide 9: Lithium Price Drivers
LITHIUM PRICE DRIVERS - Lithium carbonate above 153,000 yuan (over US$20,000) per tonne in September, the highest since April 2018 with year-to-date increase of 220%. - Demand for lithium is expected to jump 26.1% to a total of 450,000 tonnes, flipping the market into a deficit of 10,000 tonnes per
Slide 10: Kodal Minerals Plc Gold Exploration
KODAL MINERALS Kodal Minerals Plc Gold Exploration “Applying proven exploration techniques to known gold discoveries to prove up a significant gold resource inventory In West Africa.”
Slide 11: Expanded Gold Portfolio Targeting Resource Delineation
EXPANDED GOLD PORTFOLIO TARGETING RESOURCE DELINEATION Gold exploration assets in highly prospective Mali and Cote d'Ivoire FATOU PROJECT NIELLE PROJECT DABAKALA PROJECT Southern Mali Northern Cote d’lvoire Central Cote d’lvoire Resource definition and expansion Confirmation and extension of mineral
Slide 12: Nielle Permit
NIELLE PERMIT Golope: a newly discovered zone of gold mineralisation in hern Cote d'Ivoire An RC drilling programme conducted during Q2 has returned wide intersections of gold mineralisation and includes zones of high-grade gold mineralisation including: - 33m at 2.33g/t gold from 3m in drill hole N
Slide 13: Dabakala Permit
DABAKALA PERMIT A new high priority target identified from surface geochemical sampling Kodal Minerals Plc Geochemical sampling continues to return high grade surface E Dabakala Concession, Cote d'ivoire’ All Surface Geochemistry q samples at new discovery zone. New assay results up to 1.97g/t gold
Slide 14: Kodal Minerals - Lithium Development and Gold Expansion
KODAL MINERALS - LITHIUM DEVELOPMENT AND GOLD EXPANSION Bougouni Lithium Project Kodal Gold Assets - Approaching fully permitted mining project, with defined lithium resource and exploration upside - Feasibility Study indicates robust project with strong economic fundamentals, secure off take partne
Slide 15: Contact details
BERNARD AYLWARD SP ANGEL STBRIDES PARTNERS D7 Chief Executive Officer Broker Financial PR & IR "e) DAL E: [email protected] E: [email protected] E: [email protected] MINERALS
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