Cadence Minerals Plc · LSE:KDNC
Cadence Minerals — Investor Presentation (June 2021)
13 slides from Cadence Minerals's investor presentation, June 2021
Slide 1: Investor Presentation June 2021
INVESTOR PRESENTATION JUNE 2021 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: Capital Structure and Share Price
CAPITAL STRUCTURE AND SHARE PRICE NAME SHARES % CADENCE SHARE PRICE PREFORMANCE (6 APRIL 2021) Hargreaves Lansdown (Nominees) Limited 14,755,824 9.97% Barclays Direct Investing (Nominees) Limited 11,910,355 8.04% Interactive Investor Services (Nominees) Limited 9,234,352 6.24% Hargreaves Lansdown (N
Slide 4: Cadence – Summary of Investments
CADENCE – SUMMARY OF INVESTMENTS KEY EUROPEAN METALS HOLDINGS – 9.9% PUBLIC LISTED INVESTMENTS – XX % • Largest hard rock lithium resource in Europe DIRECT PROJECT INVESTMENTS – XX % • Planned - 25,267 tpa battery grade LiOH.H2O • PFS Economics - US$ 1.1 billion NPV 2 3 AMAPA IRON ORE • 20% for US$
Slide 5: Amapa Iron Ore Mine
AMAPA IRON ORE MINE DERISKED, PROFITABLE, LOW CAPEX AND QUICK CASHFLOW INVESTMENT Cadence will acquire 27% of the Amapa iron ore mine, subject to CP’s, for US$6 million and has a first right of refusal to increase its stake to 49%. Prior to its sale in 2012 Anglo American valued its impaired 70% sta
Slide 6: Amapa Iron Ore Mine – Current Operations
AMAPA IRON ORE MINE – CURRENT OPERATIONS SHIPPING OF STOCKPILE OF 1.39 Mt OF IRON ORE • In late March 2021 first shipment of Iron Ore since 2015 (~45,000 tonnes) • 3rd Shipment in late May 2021 – 4th scheduled at the end of June 2021 • Initial shipping up to US$ 10 million in gross profit (2-3 shipm
Slide 7: Amapa Iron Ore Mine
AMAPA IRON ORE MINE Amapa Minesite - Open pit, 14- year mine life, beneficiation plant. 180 km Railway from mine to port of Santana with rolling stock and locomotives Private Port at Santana 7 INVESTOR PRESENTATION JUNE 2021
Slide 8: Amapa Iron Ore Mine – Project Summary
AMAPA IRON ORE MINE – PROJECT SUMMARY 1 Simple open-pit mining and processing Operational Data • 14 Year Life of Mine Production Fe 65% (mpta) 5.3 • 185 Mt resources Avg. RoM grade (% Fe) 40.5% • Established processing route • At full capacity 5.3 mtpa planned production Opex (FOB) US$ 21 / tonne G&
Slide 9: Amapa Iron Ore Mine – Timeline
AMAPA IRON ORE MINE - TIMELINE Commissioning timeline from fulfilment of the investment conditions: • Settlement agreement with secured lenders 1-6 months 7-12 months 13-18 months 19-24 months US$ 2.5 mm (Cadence Equity 20%) Recovery Financing Operations Iron ore shipment from stockpiles Sale of Fe
Slide 10: European Metals Holdings (EMH.L)
EUROPEAN METALS HOLDINGS (EMH.L) GLOBALLY SIGNIFICANT LITHIUM PROJECT European Metals Holdings (“EMH”) will sustainably supply 25,267 tpa lithium hydroxide or 22,500 tpa lithium carbonate into the European battery market – low cost, long term asset • Size – 49% of the largest hard rock lithium resou
Slide 11: Sonora Lithium Project
SONORA LITHIUM PROJECT Cadence is a 30% joint venture partner with Bacanora Lithium (BCN.L) on the Fleur Lease at the Sonora Lithium Project in Mexico. Bacanora is an AIM listed company focused on building a 35,000 tpa lithium carbonate operation on Sonora Mexico. • Large Lithium Deposit 8.8 Mt of L
Slide 12: 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 13: Contact Us
CONTACT US Email: [email protected] Web: www.cadenceminerals.com Twitter: @CadenceMinerals 13 INVESTOR PRESENTATION APRIL 2021