Cadoux Limited

As artificial intelligence drives unprecedented demand for advanced semiconductors, High Purity Alumina (HPA) has become indispensable in their production. HPA's unique properties enable the manufacturing of high-performance microchip wafers essential for AI computing power and advanced processing capabilities. HPA's ceramic form delivers essential microchip wafer properties: • Hardness and high elastic modulus • Exceptional wear resistance • Superior insulation capabilities • Advanced plasma corrosion resistance • Low expansion characteristics These attributes become increasingly vital as microchip sizes decrease and the risks of deformation and microscopic contamination rise. Market projections are compelling - AI accelerator chips are expected to grow at 18% annually, five times faster than traditional semiconductors. This trajectory suggests global semiconductor sales could reach US$1 trillion by 2030, up from US$600 billion in 2021. As microchip sizes decrease and AI applications expand, HPA's importance in maintaining manufacturing integrity becomes increasingly vital. While electric vehicle demand may fluctuate, the semiconductor sector's growth continues to reinforce HPA's position as a critical material in advanced technology production. #ASX #CriticalMinerals

Attending Mines and Money IMARC 2024 in Sydney from October 29-31? Cadoux's Managing Director, Roly Hill, would welcome the opportunity to meet with you. If you're interested in discussing critical minerals or exploring potential collaborations, we encourage you to reach out and arrange a meeting with Roly during the conference. We are looking forward to productive conversations about Cadoux's projects and the broader critical minerals landscape. To arrange a meeting with Roly during IMARC, please contact our investor relations team at simon@nwrcommunications.com.au or 0401 809 653. hashtag#ASX hashtag#CriticalMinerals hashtag#HPA hashtag#RareEarths

Our staged approach to commercializing high purity alumina (HPA) production reflects Cadoux's commitment to methodical development and risk management. Beginning with an optimally engineered demonstration facility in Western Australia to validate our process, we will progress toward full commercial production. This methodical development approach allows us to: - Validate process efficiency at scale - Supply premium HPA for customer qualification - De-risk the path to full commercial production - Optimize engineering and operational parameters Recent market analysis indicates HPA demand growth has accelerated from ~19% CAGR in 2021 to ~34% in 2024, with projected revenue growth of USD6.8 billion between 2024-2028. #ASX #CriticalMinerals

Cadoux Limited Annual General Meeting Date: 7 November 2024, 10:00 am WST Location: Royal Freshwater Bay Yacht Club, 1 Hobbs Place, Peppermint Grove, WA Notice available at Cadoux or ASX websites. No physical copies dispatched unless requested. #ASX #CriticalMinerals

Cadoux, is pleased to advise that the Company has received an R&D Tax Incentive offset payment of $848,880 for the 2023/2024 financial year. Cadoux is progressing the Company’s innovative and fully integrated process design to produce high quality, high purity alumina (HPA) as well as the Minhub downstream rare earth production strategy to be based in Darwin. #ASX #CriticalMinerals

Today we are going to take a "Deep Dive" into something everybody is using every single day - High Purity Alumina. #ASX #CriticalMinerals

We are pleased to present our Annual Report for the 2024 financial year. This report outlines our progress in developing our high purity alumina (HPA) project and advancing our rare earths initiatives through Minhub Operations. Key highlights: • Completion of Stage 1, Phase 1 engineering for our HPA small scale production plant • Commencement of Phase 2 front-end engineering design, marking significant project advancement • Acquisition of 50% stake in Minhub Operations to expand our critical minerals portfolio • Continued ESG focus, maintaining our strong Sustainalytics ESG rating We thank our shareholders for their ongoing support as we work to become a key contributor in the critical minerals sector. The full report is available here --> https://lnkd.in/gmBHNMhy Otherwise, sit back and listen to this "Deep Dive" on Cadoux's 2024 Annual Report. GR Engineering Services Ltd #ASX #CriticalMinerals #NotebookLM

Did you know? The Minhub mineral separation plant in Darwin will process xenotime, a rare and valuable yttrium phosphate mineral uniquely concentrated in Australia's Murray and Gippsland Basins. Xenotime is rich in heavy rare earth elements, particularly dysprosium and terbium, which have diverse industrial applications: 1. High-performance permanent magnets: Dysprosium and terbium improve magnets' ability to maintain magnetism at high temperatures, critical for electric vehicle motors and wind turbines. 2. LED technology: Yttrium and europium are used in phosphors for LED screens and lighting. 3. Optical communication: Erbium plays a crucial role in fiber optic communication systems and certain lasers. 4. Advanced materials: Yttrium is utilized as an additive in ceramics and glass to enhance their properties. 5. Complementary magnet materials: While not the primary source, xenotime contains smaller amounts of neodymium and praseodymium, further contributing to its value in magnet production. The Minhub project's ability to process xenotime positions it as a crucial link in the ethical and sustainable supply chain for these strategic materials, supporting various high-tech industries and global electrification efforts. Cadoux remains committed to developing responsible, efficient processing solutions for Australia's critical minerals sector. #ASX #CriticalMinerals