Cadence Minerals PLC · LSE:KDNC
Cadence Minerals — Investor Presentation (January 2022)
17 slides from Cadence Minerals's investor presentation, January 2022
Slide 1: Investor Presentation January 2022
INVESTOR PRESENTATION JANUARY 2022 1
Slide 2: Disclaimer
DISCLAIMER The content of information contained in this presentation (the “Presentation”) has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 (“FSMA”). Reliance upon this Presentation for the purpose of engaging in any investment activity m
Slide 3: Investment Strategy
INVESTMENT STRATEGY RESOURCEFUL, RESPONSIBLE INVESTING IDENTIFY THEMES undervalued assets with strategic advantages, high quality management teams. • Minerals & Metals – new energy, select bulk, base & precious • Stage – exploration through to production • Geography – established mining jurisdiction
Slide 4: Cadence – Summary of Investments
CADENCE – SUMMARY OF INVESTMENTS KEY EUROPEAN METALS HOLDINGS – 9.3% PUBLIC LISTED INVESTMENTS – XX % • Planned - 25,267 tpa battery grade LiOH.H2O DIRECT PROJECT INVESTMENTS – XX % • PFS Economics - US$ 1.1 billion NPV 2 SYNERGY PROSPECTING – 31% • Lithium exploration project • Adjacent to the Core
Slide 5: Amapa Iron Ore Mine
AMAPA IRON ORE MINE DERISKED, LOW CAPEX AND QUICK CASHFLOW ASSET Cadence will acquire 27% of the Amapa iron ore mine, for US$6 million and has a first right of refusal to increase its stake to 49%. Prior to its sale in 2012 Anglo American valued its impaired 70% stake in the Amapa Project at US $462
Slide 6: Amapa Iron Ore Mine – Project Summary
AMAPA IRON ORE MINE – PROJECT SUMMARY 1 Simple open-pit mining and processing 2 Existing Mine, Processing & Infrastructure 3 Low cost, high quality product • 14 Year Life of Mine • Mine established, plant built • Life of mine OPEX – US$ 21 / tonne FOB • 187 Mt resources • Rail and Port • 4.4 mtpa –
Slide 7: Amapa Iron Ore Mine – Exploration Potential
AMAPA IRON ORE MINE – EXPLORATION POTENTIAL Assets Under Amapa Control 187 Mt @ 39% Fe Further 800 Mt of resource potential, semi compact and compact itabirite Broader Resource Potential Adjacent Beadell (Great Panther Mining) Villa Nova Trend, Tartarugalzinho 7 INVESTOR PRESENTATION JANUARY 2022 RE
Slide 8: Amapa Iron Ore Mine – Current Operations
AMAPA IRON ORE MINE – CURRENT OPERATIONS PRE-FEASIBILITY STUDIES OTHER OPERATIONS Study Area Status Three shipment of the stockpile made in 1st half of 2021 Mineral Resource Completed Ongoing maintenance of processing plant, pits and early infrastructure Mine Planning Consultant identified Liaising
Slide 9: Amapa Iron Ore Mine – Timeline
AMAPA IRON ORE MINE –TIMELINE Initial estimated project redevelopment timeline Critical path – environmental licenses, project financing, shipping is dependent on margins H1 2022 H2 2022 H1 2023 H2 2023 US$ 2.5 mm (Cadence Equity 20%) Recovery Financing Operations Iron ore shipment from stockpiles R
Slide 10: Amapa Iron Ore Mine – Investment
AMAPA IRON ORE MINE – INVESTMENT US$ 2.5 m Investment – 20% Cadence Cadence Minerals IndoSino Approval of the Judicial Recovery (UK) (Singapore) Railway concession granted Settlement agreement with secured lenders Transfer of 100% of Dev to JV co (Jan 2022) Pedra Branca 27% Alliance 73% US$ 6 millio
Slide 11: European Metals Holdings (EMH.L)
EUROPEAN METALS HOLDINGS (EMH.L) LARGEST HARD ROCK LITHIUM RESOURCE IN EUROPE PROXIMITY TO END USERS • Integrated mine & lithium processing plant • Compelling Economics • US$1.1 B post tax NPV, 28.8% post-tax IRR, US$3,435/t opex • 25,257 tpa lithium hydroxide • Strong Partners - CEZ dominant utilit
Slide 12: Sonora Lithium Project
SONORA LITHIUM PROJECT Cadence is a 30% joint venture partner on part of the Sonora Lithium Project in Mexico. In December 2021 – Gangfeng Lithium completed an unconditional offer for Bacanora Lithium. Ganfemg Lithium is our JV partner Ganfeng is the third largest lithium compound producer in the wo
Slide 13: Yangibana Project – Australia's Next Rare Earth Producer
YANGIBANA PROJECT- AUSTRALIAS NEXT RARE EARTH PRODUCER Cadence has a free carry (up to start of bankable feasibility study) 30% with joint venture partner with Hastings Technology Metals (ASX: HAS) on part of the Yangibana Rare Earth Element Project (REE) • Summary of Operating Plan and Asset (Inclu
Slide 14: Synergy Prospecting – Lithium Exploration
SYNERGY PROPECTING – LITHIUM EXPLORATION Cadence is a 31% joint venture partner Lithium Technologies and Lithium Supplies whom own 100% of Synergy Prospecting Owns two projects prospective for lithium mineralisation in the Northern Territory (Litchfield and Alcoota Projects) near supportive mining i
Slide 15: Capital Structure
CAPITAL STRUCTURE NAME SHARES % CADENCE SHARE PRICE PREFORMANCE Hargreaves Lansdown (Nominees) Limited Des:15942 15,937,095 10.7% Barclays Direct Investing Nominees Limited Des: Client1 13,158,416 8.9% Interactive Investor Services Nominees Limited Des: SMKTISAS 12,132,941 8.2% Interactive Investor
Slide 16: Directors
DIRECTORS Andrew Suckling, Non-Executive Chairman Kiran Morzaria, Director & Chief Executive Officer Andrew has over 25 years’ experience in the commodity Kiran holds a B.Eng. from the Camborne School of Mines industry. He began in 1994 as a trader on the London Metal and an MBA (Finance). He has ov
Slide 17: Contact Us
CONTACT US Email: [email protected] Web: www.cadenceminerals.com Twitter: @CadenceMinerals 17 INVESTOR PRESENTATION JANUARY 2022
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