Rimfire Investor Briefing Webinar Summary Company Overview - **Company**: Rimfire - **Industry**: Critical minerals, specifically scandium - **Listing**: ASX listed resources company - **Location**: Lachlan origin and Broken Hill Districts, New South Wales, Australia Key Points and Arguments 1. **Capital Raise**: Rimfire recently announced a capital raise of $3,500,000 to fund exploration plans for its scandium projects in the Firefield District, which is recognized as Australia's scandium epicenter [2][4] 2. **Project Portfolio**: The company is focused on exploring and developing scandium deposits, with significant landholdings in Central New South Wales [4][33] 3. **High Scandium Grades**: Rimfire has identified high scandium grades in several prospects and aims to upgrade its scandium resource inventory by 2026 [5][6] 4. **Exploration Targets**: The company has three main exploration targets: - **Carajong**: Targeting a mineral resource estimate by September 2023 [6][27] - **Merga**: Aiming to convert the exploration target into a mineral resource estimate by Q1 2024 [7][27] - **Rabbit Trap**: A 100% owned project with potential for new scandium drill targets [29][31] 5. **Geological Advantage**: The Firefield area has a unique geological setting with ultramafic rocks that are conducive to scandium deposits, with over 74% of Australia's known scandium located in this region [17][18][20] 6. **Supply Constraints**: Scandium is currently supply constrained, with the US relying on imports from China and Russia, highlighting the strategic importance of developing a secure supply in Australia [14][16] 7. **Market Value**: The value of scandium is exceptionally high, with prices ranging from $134,000 to $500,000 per ton depending on processing methods [15] 8. **Collaboration with Other Companies**: Rimfire is one of four companies (including Rio Tinto, Sunrise Energy Metals, and Australian Mines) exploring the Firefield area, with some degree of collaboration among them [46][48] 9. **Government Support**: The New South Wales government is establishing a scandium working group to support the development of critical minerals in the Firefield area [49] Additional Important Content - **Joint Venture with Golden Plains Resources**: The arbitration with joint venture partner Golden Plains Resources has been resolved, allowing Rimfire to move forward with exploration programs [35][36] - **Potential for Gold and Silver**: Rimfire is also considering the economics of the suppressor deposit, which contains gold and silver, in light of rising gold prices [44][45] - **Future Plans**: The company is focused on building a globally significant scandium resource inventory and promoting the Central New South Wales area as a key source for scandium [34][51]

Core Insights - Mason Resources Inc. reports strong performance from its key public market investments, including Nouveau Monde Graphite, Black Swan Graphene, NorthX Nickel, and Astra Exploration, indicating robust returns across public markets [1][2][3] Investment Performance Highlights - Nouveau Monde Graphite Inc. is experiencing significant growth following the U.S. Commerce Department's preliminary anti-dumping duties of 93.5% on anode-grade graphite from China, positively impacting share prices [5] - Black Swan Graphene Inc. launched graphene-enhanced masterbatches after a $6 million financing in February 2025, leading to positive market reactions [5] - NorthX Nickel Corp. successfully sold its Sudbury properties, which has de-risked the company and positively influenced its share price [5] - Astra Exploration Inc. announced favorable drilling results at its silver project in Argentina, contributing to its strong performance since Mason became a shareholder [5] Company Overview - Mason Resources Inc. is a Canadian corporation focused on investment opportunities, holding significant stakes in Black Swan Graphene, Nouveau Monde Graphite, Astra Exploration, and NorthX Nickel [14][15]

Core Insights - Pacific Booker Minerals Inc. has submitted core samples from the Morrison Project for analysis to confirm the presence of Critical Minerals, with results expected within a month [1] - There has been no work done to determine if the elements are present in a commercially recoverable form, and it is currently unclear if their presence adds significant value to the orebody [2] - No regulatory authority has approved or disapproved the information contained in the news release, and the statements made are considered forward-looking, which may not guarantee future performance [3]

Core Viewpoint - Winshear Gold Corp. has appointed Mr. Andrew MacRitchie to its Board of Directors, bringing extensive experience in the mining sector [1][2]. Company Overview - Winshear Gold Corp. is a Canadian-based minerals exploration company currently engaged in a regional exploration program at the Thunder Bay Gold Project in Northwest Ontario [3]. Leadership Experience - Mr. Andrew MacRitchie is a Chartered Professional Accountant with over 25 years of leadership experience in publicly listed exploration and mining companies [2]. - He has played a significant role in raising over $1.5 billion in capital for various organizations throughout his career [2]. - His previous experience includes working with PricewaterhouseCoopers and contributing to projects across multiple continents, including North America, South America, Africa, Europe, and Asia [2].

Core Viewpoint - Winshear Gold Corp. has successfully closed a non-brokered private placement, raising approximately $758,000 through the issuance of 12,633,333 Units, which will be used for exploration and working capital [1][3]. Group 1: Private Placement Details - The Offering consisted of 12,633,333 Units, with gross proceeds of $757,999.98 [1]. - Each Unit includes one common share and one half of a Share purchase warrant, with each full Warrant allowing the purchase of one Share at $0.12 for 24 months [1]. - Finder fees of $25,680 cash and 339,000 Warrants were paid on certain subscriptions [2]. Group 2: Use of Proceeds - Proceeds from the Offering will fund exploration of the Thunder Bay Gold Project and general working capital [3]. - The acquisition of the Thunder Bay Gold Project is under review by the TSX Venture Exchange and is subject to final acceptance [3]. Group 3: Related Party Transactions - Certain directors and officers of Winshear purchased a total of 1,100,000 Units in the Offering, which may be considered a related party transaction [4].

Core Viewpoint - Panoro Minerals Ltd. has announced a brokered private placement offering to raise gross proceeds of up to C$10 million through the sale of up to 20 million units at a price of C$0.50 per unit [1][2]. Group 1: Offering Details - The offering consists of units, each comprising one common share and one-half of a common share purchase warrant, with each whole warrant allowing the purchase of one common share at C$0.70 within 36 months of the closing date [1]. - The agents have an option to purchase up to an additional 15% of the units for additional gross proceeds of up to C$1.5 million [2]. - The offering is scheduled to close on June 23, 2025, or within 45 days of the announcement date, subject to certain conditions [8][9]. Group 2: Use of Proceeds - The net proceeds from the offering will be utilized for infill drilling, metallurgical testing, pre-feasibility engineering, and completing an updated preliminary economic assessment for the Cotabambas Copper-Gold-Silver project [3]. - Additional uses include working capital, mineral concession payments, and general corporate purposes [3]. Group 3: Regulatory and Compliance - The offering will be conducted as a private placement in Canada (excluding Quebec), the United States, and other agreed jurisdictions, exempt from certain registration requirements [4]. - The securities offered have not been registered under the U.S. Securities Act and cannot be sold in the U.S. without registration or applicable exemptions [5].

Core Viewpoint - Winshear Gold Corp. has decided to relinquish its Gaban and Ica projects in Peru, transferring them back to Palamina Corp, which has led to the resignation of Mr. Andrew Thomson from Winshear's Board of Directors [1]. Company Overview - Winshear Gold Corp. is a Canadian-based minerals exploration company [2].

Group 1 - Winshear Gold Corp. has increased its non-brokered private placement to $750,000, with each unit priced at $0.06 per share and including a half warrant for future share purchase at $0.12 [2][3] - The proceeds from the financing will be utilized to advance the Thunder Bay Gold Project and for general working capital purposes [3] - The completion of the private placement is subject to approval from the TSX Venture Exchange and includes a hold period of four months and one day for the issued securities [4] Group 2 - Winshear Gold Corp. is a Canadian-based minerals exploration company focused on gold projects [5]

Core Points - Winshear Gold Corp. announced a non-brokered private placement of up to 8,333,333 Units at a price of $0.06 per Unit, aiming for gross proceeds of $500,000 [2] - Each Unit consists of one common share and one half of a common share purchase warrant, with full warrants allowing the purchase of one common share at $0.12 for 24 months [2] - The proceeds from the financing will be utilized to advance the Thunder Bay Gold Project and for general working capital [3] Company Information - Winshear Gold Corp. is a Canadian-based minerals exploration company [5] - The completion of the private placement is subject to approval from the TSX Venture Exchange, and all securities will have a hold period of four months and one day from issuance [4]

Core Viewpoint - Amaroq Minerals has confirmed that its management is unaware of any material changes in operations that would explain the recent increase in market activity, following a request from the Canadian Investment Regulatory Organization (CIRO) [2]. Company Overview - Amaroq Minerals focuses on the identification, acquisition, exploration, and development of gold and strategic metal properties in South Greenland. The principal asset is a 100% interest in the Nalunaq Gold mine [4]. - The company holds a portfolio of gold and strategic metal assets in Southern Greenland, covering two known gold belts and advanced exploration projects at Stendalen and the Sava Copper Belt, which explore for strategic metals such as Copper, Nickel, Rare Earths, and other minerals [4]. Recent Trading Activity - The company has noted a recent increase in market activity but has not identified any material changes in its operations that would account for this [2].