Cobalt Blue Holdings Ltd. · ASX:COB

Cobalt Blue — Sydney Mining Club - Leading Edge (November 2023)

11 slides from Cobalt Blue's conference presentation, Nov 2, 2023

  1. Slide 1: Sydney Mining Club - Leading Edge

    2 November 2023 Sydney Mining Club - Leading Edge

  2. Slide 2: ASX: COB

    ASX: COB 2 Source: Cobalt Blue Holdings Limited

  3. Slide 3: Broken Hill Cobalt Project

    Broken Hill Cobalt Project Targeted project life +20 years:  Mineral Resource of 118Mt* for 81,400t cobalt. Primary cobalt:  3,500 tpa of cobalt (as MHP).  300,000 tpa of Elemental Sulphur. A multi-pit open cut mine:  Extracting 5.3–6.3 Mtpa cobaltiferous pyrite ore  Onsite processing plant to

  4. Slide 4: Kwinana Cobalt Refinery

    Kwinana Cobalt Refinery ASX: COB 4 Source: Cobalt Blue Holdings Limited

  5. Slide 5: COB to become top global producer

    COB to become top global producer Global cobalt sulphate capacity (Kt Co), 2026 -2030 ASX: COB 5 Source: Cobalt Blue Holdings Limited

  6. Slide 6: IRA Compliant Cobalt Shortage from 2024

    IRA Compliant Cobalt Shortage from 2024 IRA Compliant (+ Indonesian) Refined Cobalt Market Balance 60,000 90% 80% 50,000 70% OEM IRA Compliance (%) 40,000 60% tonnes Co 50% 30,000 40% 20,000 30% 20% 10,000 10% 0 0% 2023 2024 2025 2026 2027 2028 2029 2030 IRA Supply Indonesian Supply IRA Base Demand

  7. Slide 7: Demonstration Plant

    Demonstration Plant Study Level Period Concentrate Circuit Pyrolysis Circuit Continuous pilot circuit Commercial sized furnace Pilot Plant 2021 45–50 t 15 t 1t batches 2–3 t/hr 100–150 kg/hr Mobile plant Commercial sized furnace Demonstration Plant 2022/23 4,200 t 680t 50–100 t 10–15 t/hr 150-300 kg

  8. Slide 8: Demonstration Plant

    Demonstration Plant MHP (30% Co, 7% Ni) & Cobalt Sulphate (20% Co) Elemental Sulphur ASX: COB 8 Source: Cobalt Blue Holdings Limited

  9. Slide 9: 24-month Milestones

    24-month Milestones 23 2024 2025 Expected Development Schedule 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q DFS Published (BHCP / KCR) DFS KCR Refinery Development Program Consultants KCR Permitting Studies Testing intermediate samples at BHCP Demo Plant EIS Submission / Operating Permits KCR 3rd party supply / offta

  10. Slide 10: Cobalt Sulphate Production Flowsheet

    Cobalt Sulphate Production Flowsheet Conventional operational steps, unique sequence ASX: COB 10 Source: Cobalt Blue Holdings Limited See Compliance Statement at end of presentation

  11. Slide 11: Disclaimer

    Disclaimer The following notice and disclaimer apply to this investor presentation (Presentation). You are therefore advised to read this carefully before reading or making any other use of this Presentation or any information contained in this Presentation. This Presentation is dated 2 November 202

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