Company Overview - Alkane Resources Limited completed a merger with Mandalay, becoming a growing gold and antimony producer[11, 12] - The combined company has a market capitalization of approximately A$1 billion[21] - The company anticipates a valuation re-rate driven by GDXJ and ASX 300 index inclusion[21] - Alkane had a combined cash and bullion balance of A$218 million as of June 30, 2025, with approximately A$60 million in debt[20, 22] Production and Growth - Diversified production of 161,000 AuEq ounces in FY2025, with further growth expected in FY2026[15] - Tomingley produced 70,100 ounces of gold, Björkdal produced 41,400 ounces of gold, and Costerfield produced 49,400 AuEq ounces in the period from July 2024 to June 2025[25] - The company is targeting approximately 40,000 AuEq ounces produced per quarter[29] Resource and Reserve Highlights - Boda-Kaiser has approximately 14.7 million AuEq ounces in resources[87] - Tomingley Gold Mine has total ore reserves of 674,000 tonnes at a grade of 1.6 g/t Au, containing 34,000 ounces of gold[98] - Tomingley Gold Extension Project has total ore reserves of 11,082,000 tonnes at a grade of 1.9 g/t Au, containing 663,000 ounces of gold[101]

POISED FOR THE NEXT LITHIUM CYCLE … and the demand is already here For personal use only CORPORATE SNAPSHOT WC8 ASX CODE 1,336M SHARES ON ISSUE A$240M MARKET CAP AT 18c A$55.1M CASH AT BANK (30 June 25) ASX: WC8 WILDCAT RESOURCES LIMITED TABBA TABBA LITHIUM MT ADRAH GOLD INVESTOR PRESENTATION 2 For personal use only WILDCAT SCORECARD ACHIEVED SINCE DIGGERS LAST YEAR (Maiden Resource, Ore Reserve and New Discovery) Thank you to the entire Wildcat Team ASX: WC8 INVESTOR PRESENTATION WILDCAT RESOURCES LIMITED ...

Financial Performance & Capital Raising - Pacific Edge reported a net loss after tax of $29.9 million, a 1.4% increase compared to FY24[22] - Operating revenue decreased by 8.6% to $21.8 million compared to FY24[22] - Commercial tests decreased by 9.9% to 24,642 compared to FY24[22] - Global tests decreased by 11.5% to 28,894 compared to FY24[22] - The company raised $20.735 million in new equity through a Placement of $16.073 million and a Share Purchase Plan (SPP) of $4.662 million[28] Medicare & Reimbursement - Medicare non-coverage in April 2025 impacted US volumes and revenue, with Medicare previously accounting for approximately 61% of revenue in FY25[21, 46] - A draft price for Triage Plus of US$1,018 per test was published by CMS, which could improve unit economics if Medicare coverage is re-established[26, 75, 77] - The company is seeking re-coverage via LCD reconsideration and Medicare appeals, with positive engagement with Novitas to restore coverage for Triage and Monitor[47] Clinical & Commercial Strategy - Cxbladder Triage was included in the American Urological Association (AUA) Microhematuria guideline, providing clinical validation and driving commercial payer opportunities[26, 35] - US commercial volumes in 2H 25 increased 2.7% against 1H 25, supported by contracted payer volumes[61] - Non-Medicare volumes represented 47% of US commercial volumes (~9,366) in FY 25, compared to 40% (~5,358) in 1H 24[61] - The company is investing in innovation and product development for IVD kits to support entry into international markets[29]

Company Overview - Polymetals is an Australian silver and zinc producer focused on the Endeavor Silver Zinc Mine in the Cobar Basin, NSW[1, 4, 10, 11] - Board and management hold approximately 35% of the company, representing an investment of over $10 million[6] Endeavor Mine Operations & Resources - The Endeavor mine has a 1.2 million tonnes per annum (1.2Mtpa) processing capacity and significant existing infrastructure[15] - The mine has a remaining mineral resource of 16.3 million tonnes (16.3Mt) containing 44.2 million ounces (44.2Moz) of silver, 1.3 million tonnes (1.3Mt) of zinc and 0.73 million tonnes (0.73Mt) of lead[16, 17, 61] - Initial 10-year mine plan targets early silver cash flow, projecting 21.4 million ounces (21.4Moz) of contained silver, 400,000 tonnes of contained zinc, and 172,000 tonnes of contained lead[19] - The first 2 years of the mine plan are projected to generate $250 million EBITDA from 5 million ounces (5Moz) of silver production[19] Financial Performance & Exploration - Concentrate prepayments for July 2025 totaled $11.6 million, with $15.5 million in operating cash flow generated to the end of July 2025[35] - As of August 4, 2025, the company had A$22 million cash at bank and A$7 million available from a finance facility[35, 48] - The company has a $7.5 million annual exploration budget to extend mine life and discover new deposits[37] - Polymetals owns 1,107 square kilometers (1,107km²) of exploration licenses in the Northern Cobar Basin, offering potential for new discoveries[39]

Company Overview - West African Resources (WAF) aims to become a sustainable +500koz gold producer by 2029 [36, 94] - The company targets an average production of 477,000 oz per annum from 2025 to 2034 [43] - WAF possesses 122 million ounces of unhedged gold resources and 65 million ounces of unhedged gold reserves [23, 94] - As of June 30, 2025, WAF held A$328 million in cash and bullion [23] - The market capitalization of WAF was A$2713 million as of July 25, 2025 [23, 98] Sanbrado Gold Operations - Sanbrado's resources are 47 million ounces of gold and reserves are 20 million ounces of gold [48] - Sanbrado's 2024 production was 206,622 oz at an AISC of US$1,240/oz [48] - The average annual production from Sanbrado is projected to be 243,000 oz from 2025 to 2034 [52] Kiaka Gold Project - Kiaka's resources are 75 million ounces of gold and reserves are 45 million ounces of gold [70] - The pre-production capex for Kiaka was US$447 million [70] - Kiaka is expected to produce an average of 248,000 oz of gold per year from 2026 to 2030, and 234,000 oz/yr LOM [70] Exploration and Growth - WAF plans over +200,000m of drilling in 2025-26 [43, 94] - Toega has an Open Pit reserve of 95 Mt at 19 g/t gold for 569,000 oz gold [67] - Toega has an Underground resource 49 Mt at 35 g/t for 560,000 oz gold [67]

Financial Performance - FY25 operating EPS and DPS were 250 cents per security, in line with guidance[8] - FY26 operating EPS and DPS guidance is 255 cents per security, reflecting 2% annual growth[8] - Like-for-like net property income increased by 30%[8] - Operating expenses decreased by 153% from A$361 million to A$306 million[17] - Finance costs decreased by 167% from A$1086 million to A$905 million[17] Portfolio Highlights - Portfolio valuation is A$55 billion with a 93-year WALE and 999% occupancy[8] - 99% of the portfolio is leased to blue-chip tenants[8] - 54% of leases are NNN leases[8] - Like-for-like capital values across the portfolio are +18% higher in June 2025 compared to June 2020[11] Capital Management - 89% of debt was hedged as at 30 June 2025, with an average forecast hedging of 72% for FY26[10] - Balance sheet gearing is 314%, within the target range of 25% – 35%[10]

Financial Highlights - FBR secured an A$20 million Share Subscription Facility from GEM Global Yield (GGY)[4, 16] - Peak Asset Management was appointed as corporate advisor[4] - The company aims to reduce its annual burn rate from approximately A$35 million to around A$10 million in FY26[4] - GGY to be granted 450 million options exercisable at $0.01 with a three year term[16] Operational Milestones - Near-term catalysts include the commissioning and sale of H04 to Habitat NT and the delivery of Phase 1 with Samsung Heavy Industries[4] - FBR intends to supply Habitat with 'H04', with commissioning expected to be complete in H2 CY2025[30] - Initial purchase order for one Hadrian X unit at A$7.8 million, with a deposit of A$780,000 paid to FBR[31] - FBR executed an Engineering Service Agreement with Samsung Heavy Industries (SHI) to deliver the first phase of a shipbuilding automation project, and 10-year exclusive dealing relationship for Phase 1 deliverables, FBR will be paid US$150,000 plus expenses for Phase 1[33] Market Position and Technology - FBR's market capitalization was A$34.4 million as of July 31, 2025[10] - HSBC Custody Nominees (Australia) Limited holds 20.11% of the units, representing 1,144,193,237 units[13] - The commercial model for Mantis will be direct machine sales, including through distribution and referral partners, with the base model being offered at A$990,000[36]

Financial Performance - Lucid achieved record quarterly revenue of $259.4 million in Q2 2025[16] - Q2 2025 GAAP diluted net loss per share was $(0.28), while non-GAAP diluted net loss per share was $(0.24)[16] - The company ended Q2 2025 with approximately $4.86 billion in total liquidity[16] - Free cash flow for the quarter was $(1,012.9) million[61] - Lucid recorded a net loss of $(539.4) million for the quarter[61] Production and Deliveries - Production reached 3,863 vehicles in Q2 2025, an increase of 83% year-over-year, including the start of Lucid Gravity production[27] - Deliveries totaled 3,309 vehicles in Q2 2025, representing a 38% year-over-year growth and the sixth consecutive quarter of record deliveries[16, 27] Strategic Initiatives - Lucid announced a global robotaxi partnership with Uber and Nuro, with Uber planning to deploy a minimum of 20,000 Lucid Gravity vehicles[16, 55] - Uber will invest $300 million in Lucid as part of the robotaxi partnership[55] - The company revealed Timothée Chalamet as Lucid's first global ambassador[16] - Lucid Air Grand Touring won a GUINNESS WORLD RECORDS title with 1,205 kilometers on a single charge[16] Outlook - Lucid updated its 2025 production volume guidance to a range of 18,000 to 20,000 vehicles[57] - The company anticipates sufficient liquidity into the second half of 2026[57]

Financial Performance - Viasat's Q1 FY2026 revenue increased to $1.171 billion, a 4% increase year-over-year[15] - Adjusted EBITDA for Q1 FY2026 was $408 million, a 1% increase year-over-year[15] - The company generated $60 million in free cash flow during the quarter, a $210 million improvement compared to the prior year period[12] Segment Highlights - Defense and Advanced Technologies (DAT) segment revenue grew by 15% year-over-year[15] - DAT segment awards increased by 22% year-over-year, driven by information security and cyber defense[15] - Communication Services (CS) segment Adjusted EBITDA increased 5% year-over-year[15] Backlog and Awards - Total backlog decreased to $3.549 billion, a 2% decrease year-over-year[15] - DAT backlog increased 49% year-over-year[15] - DAT awards increased 225% year-over-year in information security and cyber defense, reaching $224 million[36] Guidance - Viasat maintained its FY2026 guidance for total revenue to grow at a low single-digit rate[43] - Capital expenditures are expected to be approximately $1.2 billion[43]

Financial Performance - Q2 2025 revenue reached a record of $336 million, an 8.6% increase compared to Q2 2024[24] - Excluding the acquisition of Fairmount Park and Toucan Gaming (Louisiana), revenue was $317 million, a 2.4% increase compared to Q2 2024[24] - Adjusted EBITDA for Q2 2025 was a record $53 million, a 7.1% increase compared to Q2 2024, driven by an increase in locations and gaming terminals[24] - Net income decreased by 50.2% to $7 million, partially due to a $6 million loss on the change in the fair value of contingent earnout shares[24] Capital Allocation - Capital expenditures (CapEx) totaled $26 million in Q2 2025 and $53 million year-to-date, with a full-year forecast of $75-80 million[27] - The company repurchased $7 million of Accel Class A-1 Common Stock in Q2 2025, bringing the total to $160 million since November 2021[27] - Since fourth quarter 2021, Accel repurchased 16% of its shares outstanding at an average price of $10.37[21] Operational Growth - As of June 30, 2025, Accel operated 27,388 gaming terminals across 4,427 locations in Illinois, Montana, Nevada, Louisiana, Nebraska and Georgia[13] - Locations increased to 4,427, a 3% increase compared to 4,294 in Q2 2024[34] - Terminals increased to 27,388, a 3% increase compared to 26,481 in Q2 2024[34]