Production Ramping Up Noosa Mining Presentation 24 July 2025 For personal use only ASX:MEK meekametals.com.au Important Information Disclaimer This information contained in this presentation is issued by Meeka Metals Limited ("Meeka" or the "Company"). The information contained herein is confidential and proprietary to the Company and is provided to recipients on the terms and conditions set out in this disclaimer. The document, in whole or in part, is not to be distributed, copied or reproduced, in any for ...

Summary of Arizona Sonoran Copper Company Conference Call Company Overview - **Company Name**: Arizona Sonoran Copper Company - **Stock Symbols**: ASCUF (OTCQX), ASCU (TSX) [2] Industry Context - **Industry**: Copper Mining - **Market Dynamics**: Increasing demand for copper due to tariffs and supply constraints, positioning copper as a critical metal for investors [4] Project Details - **Project Name**: Cactus Project, Arizona - **Project Type**: Combination of a new greenfield development and a layback of a former mine (Sackatan Mine) [5] - **Preliminary Economic Assessment (PEA)**: Released in August 2022, with a copper price assumption of $3.90, resulting in: - NPV (Net Present Value) after tax: $2 billion - IRR (Internal Rate of Return): 24% [5] - **Current Copper Prices**: LME price around $4.40, with COMEX prices around $5.80 [6] Permitting and Development - **Permitting Status**: State permitting only, with defined timelines and procedures. The mine is fully permitted as per a PEA from 2021 [12] - **Community Support**: Strong social license with a favorable community perception rating increasing from 83% to 87% [14] - **Water Rights**: Secured until 2070, with sufficient water supply for operational needs [15] Financial Highlights - **Capital Expenditure (CapEx)**: Estimated at $668 million, with a low capital intensity of under $10,000 per ton of cathode produced [10][21] - **Cash Flow Projections**: Over $7 billion in unlevered free cash flow over five years [10] - **Market Valuation**: Current market cap around $320 million, trading at under 0.2 times price to NAV, compared to peers trading at 0.4 to 0.9 times [22][23] Future Plans and Milestones - **Upcoming Reports**: - Mineral Resource Estimate (MRE) in August - Preliminary Feasibility Study (PFS) press release in September - Technical report filing in October [18][37] - **Bankable Feasibility Study**: Expected to take 9-12 months post-PFS, targeting completion by Q3 2026 [19][38] - **Project Financing**: Engaging with financial advisors and lenders for project financing, aiming for announcements ahead of the bankable feasibility study [20][39] Strategic Partnerships - **Hudbay Minerals**: 9.9% shareholder, strategic investment of CAD 20 million at a premium [7] - **Royal Gold**: Acquired a 2.5% NSR for $55 million, indicating confidence in the project [8][9] - **Rio Tinto**: Ongoing support and potential collaboration on technology [9] Risks and Considerations - **Inflation Impact**: Some marginal increases in CapEx and operating costs noted, but manageable within the projected copper price framework [33] - **Government Funding**: Potential federal funding exists, but caution advised due to the risk of federal review processes [31][32] Conclusion - **Investment Proposition**: Arizona Sonoran Copper Company presents a compelling investment opportunity with a robust project pipeline, strong community support, and favorable market conditions for copper production. The company is well-positioned for significant growth and value creation in the coming years [25][36]

STOCKHOLM, SWEDEN – July 3, 2025. Karolinska Development AB (Nasdaq Stockholm: KDEV) today announces an update from Organon on the development of the drug candidate OG-6219, acquired by Organon through its acquisition of Forendo Pharma in 2021. Following results from a Phase 2 clinical study with OG-6219, Organon plans to discontinue the clinical development of the drug candidate. Organon has announced results from the Phase 2 ELENA proof-of-concept, where the drug candidate OG-6219 was evaluated in patient ...

Core Insights - Critical Metals Corp. has released historical deep diamond drill hole results from the Tanbreez Project in Greenland, indicating significant potential for high-grade rare earth elements (REE) and other critical minerals [1][9][40]. Drill Hole Results - Drill Hole DX-02 intersected high-grade rare earths averaging 4733ppm (0.47% TREO) with 28% heavy rare earth oxides (HREO) over a depth of 328m [6][14]. - Drill Hole D306-13 showed an average of 4211ppm (0.42% TREO) with 24% HREO over a depth of 195m [6][14]. - The average mineralization across the reported drill holes is approximately 0.45% TREO, containing an average of 26% HREO [24][15]. Resource Estimates - The current Mineral Resource Estimate (MRE) for the Tanbreez Project is approximately 45 million tonnes (MT) at 0.38% TREO, consisting of 19.5MT inferred and 25.4MT indicated resources [12][32]. - The company is planning resource drilling to extend and grow the existing MRE, targeting the Fjord and Hill Zone deposits [29][34]. Economic Potential - The Preliminary Economic Assessment for the Tanbreez Project indicates a Net Present Value (NPV) of approximately $2.8 billion to $3.6 billion and an Internal Rate of Return (IRR) of 180% before tax [9][39]. - The project is gaining significant interest from Western governments due to its strategic importance in the supply of critical minerals [9][40]. Future Plans - The company is preparing for a 2025 resource drilling program, with mobilization of crews to Greenland expected in mid-to-late June [29][36]. - The company is also re-assaying historical samples to confirm and reconcile assay results from previous drilling campaigns [36][37].

CALGARY, AB, May 7, 2025 /PRNewswire/ - Vermilion Energy Inc. ("Vermilion", "We", "Our", "Us" or the "Company") (TSX: VET) (NYSE: VET) is pleased to report operating and condensed financial results for the three months ended March 31, 2025.The unaudited interim financial statements and management discussion and analysis for the three months ended March 31, 2025 will be available on the System for Electronic Document Analysis and Retrieval Plus ("SEDAR+") at www.sedarplus.ca, on EDGAR at www.sec.gov/edgar.sh ...

Financial Data and Key Metrics Changes - Total revenues for Q1 2025 were $116.6 million, consisting of $36.7 million in attributed net product revenue and $79.9 million in license and services revenue [34] - Attributed net product revenue of $36.7 million was driven by strong demand across all major prescribers and patient segments [34] - Total operating expenses for Q1 2025 were $218.4 million, compared to $210.2 million in the same period last year, reflecting continued investment in the Atruvio brand and advancing late-stage pipeline [35] Business Line Data and Key Metrics Changes - The launch of Atruvio generated $36.7 million in revenue, indicating strong clinician and patient resonance with its clinical efficacy and safety [7][34] - The company reported 2,072 unique patients receiving prescriptions for Atruvio through April 25, with 756 unique healthcare providers writing at least one prescription [25] - The company expects to achieve peak year sales of $4.3 billion, representing about 30% of a $15 billion marketplace for Atruvio [18] Market Data and Key Metrics Changes - The market for ATTR Centimeters is estimated to have 250,000 to 300,000 patients in the U.S., with only about 50,000 diagnosed, indicating significant growth potential [44] - The company is seeing early uptake across all major prescriber and patient segments, including large academic centers and community cardiologists [25][26] Company Strategy and Development Direction - The company aims to maximize positive change in quality-adjusted life years for patients by developing meaningful medicines quickly, focusing on high-probability technical success programs [11][16] - BridgeBio is committed to a transparent commercial model that prioritizes patient access and support, differentiating itself from competitors [30] - The company plans to launch three additional commercial products in 2026 and 2027, expanding its portfolio [30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand for Atruvio, attributing it to differentiated clinical efficacy and strong access programs [44][46] - The company anticipates modest growth in quarterly operating expenses for the remainder of the year, offset by Atruvio sales [35] - Management highlighted the importance of physician education and the growing market for ATTR therapies as key drivers for future growth [44][45] Other Important Information - The company received a $75 million regulatory milestone related to BEYONDRA's EU approval and expects to recognize a $30 million milestone in Q2 for BEYONDRA's approval in Japan [34] - The company ended the quarter with $540.6 million in cash and cash equivalents, excluding anticipated regulatory milestone payments [37] Q&A Session Summary Question: Can you provide granularity on the tailwind and what is working well? - Management noted that the demand is driven by differentiated clinical efficacy, market growth, and effective access programs [44][46] Question: Can you quantify the paid conversion rate and stocking in the quarter? - Management indicated that conversion rates are consistent or better than historical launches, with minor inventory impact on total sales [53][57] Question: What is resonating with healthcare professionals regarding the Atruvio launch? - Positive feedback has been received regarding the drug's rapid efficacy and strong patient support programs [84][86] Question: How do you expect new patient starts to evolve going forward? - Management expects continued growth in new patient diagnoses, driven by increased awareness and education among healthcare professionals [99][100] Question: What are the biggest hurdles for adoption? - The main hurdles include ensuring physicians are aware of the drug's benefits and navigating the competitive landscape as new entrants emerge [84][86]

Core Insights - Critical Metals Corp has released an independent Preliminary Economic Assessment (PEA) for the Tanbreez Project, highlighting its significance as one of the largest rare earth deposits globally with a mineralized kakortokite unit of 4.7 billion metric tons [1][2] Economic Assessment - The PEA indicates a Net Present Value (NPV) of approximately US$3 billion, with a range of US$2.8 billion to US$3.6 billion at discount rates of 15% and 12.5% respectively, and an Internal Rate of Return (IRR) of about 180% [2] - The NPV calculation is based on an initial Mineral Resource Estimate (MRE) of 44.97 million metric tons of rare earth materials, representing roughly 1% of the total host rock [2] Development Strategy - The CEO of Critical Metals Corp emphasized the project's economic potential and its role in supporting a Western supply chain for rare earths, particularly in light of recent U.S. policy initiatives [4] - The company plans to conduct additional drilling campaigns to unlock further resource potential and expects to complete a definitive feasibility study by the end of 2025 [4] Investment and Ownership - Critical Metals Corp currently holds a 42% equity interest in the Tanbreez Project and plans to invest US$10 million in exploration by the end of 2025 [5] - Upon completion of this investment, the company will have the option to acquire an additional 50.5% equity interest, increasing its total ownership to 92.5% [5] Project Highlights - The Tanbreez Project is designed for phased growth, with initial production expected to be around 85,000 tons per annum (tpa) of Rare Earth Oxides (REO), scalable to approximately 425,000 tpa [7] - The project has been granted an exploitation license and is aligned with environmental, social, and governance (ESG) standards, featuring low radioactivity and minimal environmental impact [7] - Its strategic location provides deep-water fjord access and proximity to existing infrastructure, enhancing logistical advantages [7][8] Strategic Positioning - Critical Metals Corp aims to become a reliable supplier of critical minerals essential for defense applications and clean energy transition, positioning itself as a long-term partner for the U.S. and EU critical mineral sectors [10]

Core Viewpoint - Critical Metals Corp has released an independent Preliminary Economic Assessment (PEA) for the Tanbreez Project, highlighting its potential as one of the largest rare earth deposits globally, with a mineralized kakortokite unit of 4.7 billion metric tons [1][2]. Economic Assessment - The PEA indicates a Net Present Value (NPV) of approximately US$3 billion, with a range of US$2.8 billion to US$3.6 billion at discount rates of 15% and 12.5% respectively, before tax [2]. - The Internal Rate of Return (IRR) is estimated at around 180% based on an initial Mineral Resource Estimate (MRE) of 44.97 million metric tons of rare earth materials, which constitutes about 1% of the total host rock [2]. Development Strategy - The PEA confirms the economic viability of the Tanbreez Project and accelerates its development strategy, positioning it as a critical component of the Western supply chain for rare earths [4]. - The company plans to conduct additional drilling campaigns to unlock further resource potential and increase the project's NPV [4]. Investment and Ownership - Critical Metals Corp currently holds a 42% equity interest in the Tanbreez Project and plans to invest US$10 million in exploration by the end of 2025 [5]. - Upon completion of this investment, the company will have the option to acquire an additional 50.5% equity interest, raising its total ownership to 92.5% [5]. Project Highlights - The Tanbreez Project is expected to have an initial production capacity of approximately 85,000 tons per annum (tpa) of Rare Earth Oxides (REO), scalable to about 425,000 tpa [7]. - The project is fully permitted with a mining license granted through to 2050, featuring low radioactivity and minimal environmental impact [7]. - Its strategic location provides deep-water fjord access and proximity to existing infrastructure, enhancing logistical advantages [7]. Strategic Positioning - Critical Metals Corp aims to be a long-term supplier to the US and EU critical mineral and defense sectors, leveraging its robust resource base of 45 million metric tons at 0.40% Total Rare Earth Oxides (TREO) with 27% Heavy Rare Earth Elements (HREE) [7][8]. - The company is also developing the Wolfsberg Lithium Project in Austria, which is the first fully permitted lithium mine in Europe, further strengthening its strategic asset portfolio [9].