#KDNC @cadenceminerals.bsky.social Interview Recap

✅How the Azteca Plant will generate cash & be cashflow positive from the first shipment
✅Breakdown of numbers, margins & the net earnings for Cadence
✅Deployment of free cashflow into the larger Amapá project

Full interview: youtu.be/oVSzBJzUOCc

✅ $4.6m prepayment secured for Azteca Plant restart, aiming for 380,000 tpa of 65% Fe concentrate.
💵 Cashflow positive from first shipment.
📈 ~70% IRR forecast on Cadence’s investment.
🔑 Azteca’s cash flow supports DFS and the larger 5.5 Mtpa Amapá Project.

Cadence Minerals Update – Amapá Project

📊 Zeus view:

• Positive step to make Cadence a cash-generating producer.
• Provides proof of concept and significantly de-risks Amapá.
• Supports DFS funding from internal.
• Retain 21.8p/share fair value – today’s market cap still undervalues the project.

#KDNC @cadenceminerals.bsky.social - CEO Kiran Morzaria discusses HoT to fund Azteca Plant restart & near-term production at Amapá

✅ US$4.6m funding to finance restart of the Azteca Plant
✅ Azteca will be cashflow positive from the first shipment, generate a healthy margins

youtu.be/oVSzBJzUOCc

#KDNC @cadenceminerals.bsky.social - CEO Kiran Morzaria discusses the reduction in Amapá Mining Costs

✅ What a 37% saving in mining costs means for the Amapá #ironore mine and Azteca Plant
✅ Offtake financiers onsite last week
✅ Updates on investments
✅ Near term milestones

youtu.be/2iMK6AC0tbs

🔎 Zeus on Cadence Minerals (AIM: KDNC)

📈 Fair value raised 18.9p → 21.8p/share
💬 “Revised figures push Amapá further down the cost curve, enhancing economics & de-risking the case.”

#Mining #IronOre $KDNC

Significant Mining Cost Reduction at Amapá
✅ CFR Cash Cost: US$55.46/DMT – among the lowest globally
✅ Mining costs cut 36.7% to US$11.17/DMT
✅ FOB costs down 19.2% – US$27.28/DMT
✅ ~US$33.3m annual savings / ~US$500m LOM

👉 shorturl.at/iqRc9

#IronOre #Mining #Brazil #AIM $KDNC

Productive #DueDiligence visit by potential offtake financiers to the Azteca plant ✅
Reviewed processing equipment, inspected the magnetic separator, and sampled plant feed material.
A valuable step in evaluating operational readiness.
#Mining #IronOre #Amapa #Azteca

Cadence Minerals (AIM: KDNC) advances the Amapá 270 MtJORC iron ore project, featuring rail, port & Azteca Plant, targeting exports. Also holds lithium assets tied to global EV trends.
📄 July 2025 Investor Deck now live: shorturl.at/bsMaH
#KDNC #IronOre #Lithium #Mining #EVMetals

Cadence Minerals Plc - Operational Update June 2025 with CEO Kiran Morzaria

✅ Fast-track of iron production at the Amapá project in Brazil
✅ Timeline for permits and recommissioning of the Azteca Plant
✅ Funding partnerships and near-term milestones

www.youtube.com/watch?v=YuOH...

On today's @stockbox.bsky.social #podcast, @alangreenstocks.bsky.social, Daniel Flynn & Mark Fairbairn discuss:

✅ Buccaneer Energy #BUCE
✅ @cadenceminerals.bsky.social #KDNC
✅ GREAT S Copper #GSCU
✅ Mobile Streams #MOS

#oil #texas #ironore #brazil #copper #Chile #gaming

youtu.be/BdXKqeIrKY4

🚨 Cadence Minerals (AIM: KDNC) to fast-track production via Azteca Plant recommissioning. Targeting 380ktpa of 65% Fe.

💲 Capex: US$3.5M
📈 Margin: $24/dmt at current prices
⚒️ Production to begin ~3 months post-permitting

Details 👉 shorturl.at/AoY8f
#CadenceMinerals #Amapá #DRgrade #MiningNews

More progress at Cadence Minerals ' Amapa iron ore project in Brazil. It's a giant project, but the plan is to develop it in stages. Kiran Morzaria joins Vox to discuss the current status of the project and what comes next.

www.voxmarkets.co.uk/articles/q-a...

🚀 Exciting times for Cadence! Zeus Capital's updated note highlights that the Amapá Project could be a game-changer. Current valuation underestimates potential—transformative development ahead! #CadenceMining #AmapáProject 🌟💼
ow.ly/hEsn50Ulgs6

#KDNC
@CadenceMinerals
- EverGreen: LCT Pegmatite & Gold at Bynoe Project

-RC drilling of Lithium Aircore targets has confirmed the presence of LCT pegmatites

-Multiple field programs completed in 2024 have validated the lithium potential at Bynoe