Kodal Minerals PLC · LSE:KOD
Kodal Minerals — Investor Presentation (August 2022)
13 slides from Kodal Minerals's investor presentation, August 2022
Slide 1: Kodal Minerals Plc Investor Update August 2022
Kodal Minerals Plc Investor Update August 2022
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 COMPANY PRESENTATION | AUGUST 2022 | 01 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 COMPANY PRESENTATION | AUGUST 2022 | 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: June 2022 Feasibility Study Update
June 2022Feasibility Study Update Attractive Fundamentals Minimum 8.5- year mine life from three open pits: ~ NPV7% of US$760M (US$567M post-tax) compared to US$293M (US$201M post tax) in the original Feasibility Study. ~ Life of mine revenue exceeding US$2,145,000,000 based on an average sell price
Slide 6: Flagship Bougouni Lithium Project
FLAGSHIP BOUGOUNI LITHIUM PROJECT Mineral Resource Estimate and Expansion - 350km/ project area with potential to host multiple open pit lithium operations - JORC mineral resource of 21.3Mt at 1.11% LiO. 11.6Mt at 1.13% Li,O indicated & 9.7Mt at 1.08& LiO inferred - Multiple pegmatite veins requirin
Slide 7: Flagship Bougouni Lithium Project
FLAGSHIP BOUGOUNI LITHIUM PROJECT - Kodal developed a schedule of Engineering, metallurgy and Environmental work programmes to enhance current Feasibility study to Definitive level ~ Engineering to focus on Open Pit optimization and geotechnical assessment to complete final mine design - Metallurgic
Slide 8: Key Lithium Demand Drivers
KEY LITHIUM DEMAND DRIVERS Batteries are the biggest driver of lithium demand and is expected to grow to ~91% by 2030 and underpinned by EV growth. Lithium Demand Growth (CAGR) by Sector and Battery Sub-sector 2020-2030 (kt LCE / CAGR) 18% CAGR 2% CAGR 3% CAGR 1,814 1 11% CAGR 1,649 15% CAGR = 586 2
Slide 9: Global EV Market Outlook
GLOBAL EV MARKET OUTLOOK Globally the number of electric vehicles is expected to grow at a CAGR of 17% through to 2030. Country/Region Example Initiatives USS2 bilion EV stimulus, subsidies extended to 2022 +17% CAGR China + Targeting 20% EV penetration rate by 2025 Piedged to become carbon neutral
Slide 10: Lithium Price Evolution
LITHIUM PRICE EVOLUTION Some analysts consider a “perpetual market deficit” possible prompting long term price forecast increases = Lithium Carbonate - CIF Asia ($fonne) = Lithium Hydroxide - CIF Asia (S/tonne) {Historically lithium hydroxide (preferred feedstock for long range, remium nickel rich c
Slide 11: Gold Exploration
KODAL MINERALS Kodal Minerals Plc Gold Exploration “Applying proven exploration techniques to known gold discoveries to prove upa significant gold resource inventory in West Africa.” COMPANY PRESENTATION | AUGUS
Slide 12: Kodal Minerals - Lithium Development and Gold Expansion
KODAL MINERALS - LITHIUM DEVELOPMENT AND GOLD EXPANSION Kodal Minerals — Activity and Budget Recent News flow and Upcom ctivity Bougouni Engineering * Final Metallurgical testwork * Engineering design * Geotechnical testwork Feasibility Update | Highly attractive economics demonstrated in June 2022
Slide 13: Contact details
BERNARD AYLWARD SP ANGEL ST BRIDES PARTNERS D7 Chief Executive Officer Broker Financial PR & IR "e) DAL E: [email protected] E: [email protected] E: [email protected] MINERALS