✅ $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.

🔎 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 (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

🚀 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
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