Company Overview - EastGroup Properties focuses on industrial properties in high-growth US markets, particularly Florida, Texas, Arizona, California, and North Carolina[8] - The company targets functional, flexible business distribution space, primarily in the 20,000 to 100,000 square foot range[8] - EastGroup's portfolio includes approximately 63.9 million square feet, including development projects and value-add acquisitions[8] Market and Property Focus - EastGroup's markets are growing faster than the US average, with a 5-year GDP growth rate 58% greater than the US average from 2020-2024[18] - The company emphasizes multi-tenant, infill sites in supply-constrained submarkets, focusing on last-mile e-commerce locations and shallow bay industrial properties[23] - 75% of revenue is generated from tenants that lease under 100,000 square feet[36] Geographic Allocation - Texas accounts for 35% of the company's annualized base rent[20] - Florida accounts for 25% of the company's annualized base rent[20] - California accounts for 16% of the company's annualized base rent[20] - Arizona accounts for 8% of the company's annualized base rent[20] - North Carolina accounts for 5% of the company's annualized base rent[20] Financial Performance - As of June 30, 2025, the company's capitalization includes $8.82 billion in shareholders' market equity, representing 86% of the total[62] - Fixed-rate debt is $1.5 billion with an average rate of 3.38%, representing 14% of the total capitalization[62] - Leased percentage at June 30, 2025 was 97.1%[60]

Financial Performance - Adjusted earnings per share were USD 0.64[6] - Adjusted operating income reached USD 6.5 billion[6] - Net income amounted to USD 1.3 billion[6] - Cash flow from operations after tax totaled USD 9.3 billion year-to-date[6] Production and Operations - Oil and gas production experienced a growth of over 2%[21] - Renewable production increased by 26%[21] - Organic capex is projected to be USD 13 billion for 2025[28] Capital Distribution and Balance Sheet - A significant capital distribution of USD 1.3 billion was executed[27] - The company expects a total capital distribution of USD 9 billion in 2025[7,28] - Cash, cash equivalents, and financial investments stand at USD 23.8 billion[27] Safety and Environment - Serious Incident Frequency (SIF) was recorded at 0.27 per Q2 2025[10] - Total Recordable Injury Frequency (TRIF) was 2.2 per Q2 2025[12]

Company Overview - DevEx Resources is positioned as a rare ASX-listed uranium opportunity, focusing on underexplored uranium projects in the Northern Territory [12] - The company has a market capitalization of approximately $36.6 million (at 8.3c) and cash reserves of $7.8 million as of March 31, 2025 [19] - Major shareholders include Tim Goyder (Chairman) with 19.58% ownership and Paradice Investment Management Pty Ltd with 7.36% [20] Uranium Market and Strategy - The uranium market is experiencing a resurgence due to increased AI and nuclear energy demand versus shrinking supply [12] - A growing supply shortfall is forecast to increase by 200% by 2040, driving strong uranium market fundamentals [25] - DevEx's exploration strategy aims to replicate the success of the Athabasca Basin by focusing on the McArthur Basin [31] Project Highlights - The Nabarlek Uranium Project, 100% owned, is located in the Alligator Rivers Uranium Province, NT, with historical production of 24 Mlbs @ 1.84% U3O8 [39] - Multiple high-grade uranium intercepts have been identified from DevEx's 2023-2024 drilling campaigns at Nabarlek [39] - The Murphy West Uranium Project is an emerging uranium asset where DevEx is earning-in, with multiple large-scale uranium anomalies identified [56, 58] Kennedy Rare Earth Element Project - The Kennedy Project has a maiden Inferred Mineral Resource Estimate of 150Mt @ 1,000ppm TREO (470ppm TREO-CeO2) [71]

Company Overview - Alligator Energy Limited has a market capitalization of A$128.5 million as of June 30, 2025 [5] - The company's cash reserves stood at A$30.1 million as of June 30, 2025, which includes A$16.2 million from a June share placement [5] - Retail investors hold 35.9% of the company's shares, institutions hold 37.6%, brokers and banks hold 22.4%, and directors and executives hold 4.1% [6] Samphire Uranium Project - The Blackbush Mineral Resource is located at a depth of 80m (260ft) [22] - The project has a resource of 18 Mlbs, including 14.2 Mlbs Indicated and 3.8 Mlbs Inferred, to support a startup mining operation with staged expansion [26] - A December 2023 scoping study indicates a 12-year mine life at a production rate of 1.2 Mlbs per annum [26] - At a uranium price of US$75/lb, the project has a post-tax, real, ungeared IRR of 42%, a payback period of 2.45 years, and a post-tax, real, ungeared NPV8 of A$257 million [28] - At a uranium price of US$90/lb, the project has a post-tax, real, ungeared IRR of 55%, a payback period of 1.93 years, and a post-tax, real, ungeared NPV8 of A$371 million [30] - The Exploration Target Range estimates an additional 14 to 75 Mlbs of uranium [35] Field Recovery Trial - A Field Recovery Trial (FRT) is planned for October to December 2025, involving three producing well patterns and a containerized pilot plant [38] Big Lake Uranium Project - Initial drilling program intersected significant thicknesses of anomalous uranium mineralization, including 20m (65ft) @ 110 ppm U from 347ft (106m) in AC24-021 and 35m (114ft) @ 117 ppm U from 305ft (93m) in AC24-022 [47]

Company Overview - AIC Mines has a share price of $0.32, with 718.5 million shares on issue, resulting in a market capitalization of $229.9 million[12] - The company holds $60.9 million in cash and has an enterprise value of $169.0 million[12] - FMR Investments is a substantial shareholder with 11.5% ownership, and directors hold 7.3% of shares[13] Operational Performance & Guidance - FY25 guidance achieved 12,863 tonnes of copper and 5,955 ounces of gold in concentrate, generating $27.4 million net mine cashflow[22] - Eloise Ore Reserve is 2.8 million tonnes grading 2.3% copper and 0.6g/t gold, containing 65,200 tonnes of copper and 56,500 ounces of gold[19] - Eloise Mineral Resource is 5.9 million tonnes grading 2.5% copper and 0.6g/t gold, containing 145,800 tonnes of copper and 120,800 ounces of gold[22] Jericho Development - Jericho Mineral Resource is 19.2 million tonnes grading 2.0% copper and 0.4g/t gold, containing 381,000 tonnes of copper and 245,500 ounces of gold[26] - Jericho Ore Reserve is 6.1 million tonnes grading 1.8% copper and 0.4g/t gold, containing 108,000 tonnes of copper and 70,900 ounces of gold[26] - Combined Eloise Region Mineral Resources total 28.4 million tonnes grading 2.0% copper and 0.4g/t gold for 563,000 tonnes of copper and 409,600 ounces of gold[26] Plant Expansion - Eloise plant expansion is underway with a fixed-cost EPC contract of $77.6 million, targeting commissioning in the December 2026 Quarter[29] - The expansion aims for a throughput capacity of 1.1 million tonnes per annum, with potential for a second stage expansion to 1.5 million tonnes per annum[29]

Project Overview - Maronan Metals Limited (ASX:MMA) is focused on the Queensland Silver Development Story [1, 13] - The company has large silver-lead and copper-gold resources [13] - A scoping study is targeted for Q1 FY26 [14] Resource Highlights - The global indicated and inferred silver-lead resource is 33.1 Mt @ 6.0% lead and 108 g/t silver, containing 114.5 Moz of silver and 2.0 Mt of lead [16, 26, 45] - The copper-gold resource is 32.0 Mt @ 0.85% copper and 0.63 g/t gold, containing 271kt of copper and 649koz of gold [16, 32, 47] - The Starter Zone Resource is 12.2 Mt @ 5.0% lead and 112 g/t silver [29, 46] Development Plans - The company lodged a Mineral Development Lease application in March 2025, seeking approval for an exploration decline, bulk samples, and underground drilling [35] - The next stages of growth include a scoping study in Q1 FY26 and MDL approval in Q2 FY26 [37] Share Capital Structure - The company has 201,252,826 shares on issue [17] - The share price as of July 18, 2025, was 23.5c, resulting in a market capitalization of $47.3 million [17]

Paris Silver Project Overview - The Paris Silver Project boasts a JORC (2012) Resource of 57 million ounces of silver and 99 thousand tonnes of lead[35] - A Pre-Feasibility Study (PFS) was completed in 2021, and a Definitive Feasibility Study (DFS) is currently underway[35] - The project is considered a high-grade, low-cost, high-margin silver project located in a Tier-1 jurisdiction[11] Silver Market Dynamics - Silver is described as having a dual role as both an industrial metal and a store of wealth, with rising demand and tight supply[11] - Only approximately 27.8% of silver comes from primary silver mines, with the rest being a by-product of other mining operations[19] - The silver market is forecast to continue experiencing a deficit[23] Investigator Resources Limited - The company's market capitalization is $48.5 million, with $5.1 million in cash as of June 30, 2025 (unaudited), resulting in an enterprise value of $43.4 million[38] - The top 20 shareholders hold 30% of the company's shares[38] - The PFS indicated a free cash flow of A$487 million, an NPV8 of A$202 million, a CAPEX of A$131 million, an IRR of 48%, and an ASIC of A$17.45/oz[40] Exploration and Expansion Potential - Investigator Resources is exploring a 15km mineralized corridor around the Paris Silver Project[11] - The company has a farm-in agreement on an adjacent high-grade silver prospect called Athena, where historical drilling terminated in silver mineralization[51, 52] - Drilling is scheduled to commence in September 2025 at Curnamona, a copper/gold prospect[55]

July 2025 Share in Our Exciting Future... 1 For personal use only Important Information DISCLAIMER This document is confidential and may not be reproduced, redistributed or passed on, directly or indirectly. This document is neither a prospectus nor an offer to subscribe for Shares. QMines Limited ACN 643 212 104 (QMines) and its directors, officers, employees, advisers, agents and consultants make no representations or warranties as to the accuracy, reliability or completeness of this document including th ...

Investor Presentation For personal use only JULY 2025 ASX:WTM Creating value for Spur Project Azura Project Stavely -Stawell Project For personal use only our stakeholders through discovery Investment Highlights ASX:WTM 2 Exploring For World -Class Gold -Copper Deposits Creating value for our stakeholders through discovery High Calibre Discovery Team Experienced team with a track record of discovery Strategic Position in Major Gold -Copper District Majors actively exploring and investing Discovery 'Proof of ...

Company Overview - Red Metal Limited (ASX:RDM) has 359,658,006 shares on issue[3] - The share price as of July 23, 2025, is 12 cents, resulting in a market capitalization of $43 million[3] - The company's cash reserves as of June 2025 are $4.9 million[3] Sybella Discovery (Rare Earth Elements) - The Sybella Discovery is a new granite-hosted REO deposit located 20km southwest of Mt Isa[11] - It is a large intrusion measuring 12.4km long and 3km wide[11] - The deposit has a resource of 4.795 billion tonnes at 302 ppm NdPr and 28 ppm DyTb (using a 200 ppm NdPr cut-off grade)[11] - This includes 788 million tonnes of weathered granite at 297 ppm NdPr and 28 ppm DyTb (using a 200 ppm NdPr cut-off grade)[11] - Bottle roll leach tests on the Kary Zone show strong MREO extraction at pH 1.7-2.5, with 70-80% NdPr and 40-60% DyTb extraction[20] Exploration Projects - Pardoo: Targeting Hemi-style gold deposits, with IP surveying completed and drilling planned for Q3 2025 followed by assay results in Q4 2025[10] - Pulkarrimarra: Exploring for Winu/Havieron-type gold-copper deposits, with drilling planned for Q3 2025 and assay results in Q4 2025[10] - Gulf: Targeting giant IOCG breccia, with drilling planned for Q3 2025 and assay results in Q4 2025[10] Maronan Project - Red Metal has a 44% equity in Maronan Metals (ASX:MMA), an advanced silver-lead, copper-gold project[10, 66] - A resource review is scheduled for Q2 2025, with advanced mining study results expected in Q3 2025, aiming to be "Mine Ready" in Q4 2025[10]