Business Overview - Australian Strategic Materials (ASM) is building a global rare earths and critical minerals business[15] - ASM aims to provide high-tech metals to solve current and future challenges[15] - The company's strategy includes mine to metals approach[25] Korean Metals Plant (KMP) - KMP has an installed capacity of 1,300 tonnes per annum (tpa) of NdFeB alloy[34] - Approximately US$60 million has been invested in KMP to date[34] - KMP is undergoing Phase 2 ramp-up to a designed capacity of 3,600 tpa NdFeB alloy with an additional capital expenditure of approximately US$8 million[34] - Targeted annual revenue for KMP based on estimated Phase 2 maximum production is approximately US$204 million, with approximately US$26 million in annual EBITDA[37] Dubbo Project - The Heap Leach Option reduces the capital forecast cost by approximately 56% from A$167 billion to A$740 million compared to the 2021 Optimisation Feasibility Study[47] - The Heap Leach Option is projected to produce 1,157 tpa of NdPr oxide, 13 tpa of Tb oxide, and 72 tpa of Dy oxide[47] - The Heap Leach Option has a pre-tax NPV of approximately A$1,468 million and an IRR of 229%[47] Financial Status - As of June 30, 2025, ASM had approximately A$190 million in cash[62] - A$249 million was raised via SPP & institutional placement to accelerate growth initiatives[28]

LONG ORE… "ASPIRE 400"; THE TRUSTED AUSTRALIAN GOLD MINER DIGGERS AND DEALERS PRESENTATION KALGOORLIE, WESTERN AUSTRALIA AUGUST 2025 For personal use only Important information Not an Offer and Not Financial Product Advice This Presentation does not constitute or contain an offer, invitation, solicitation or recommendation with respect to the purchase or sale of any security in Genesis. This Presentation is not a disclosure document under Australian law or under any other law and does not purport to contain ...

Company Overview - Catalyst Metals has a simple portfolio focused on two large strategic gold belts for long-term organic growth[2] - The company's strong balance sheet and operating cashflows provide a stable foundation for organic growth[2] - As of August 1, 2025, Catalyst Metals has a market capitalization of A$1.3 billion and cash and bullion of A$230 million[5] - The pro-forma enterprise value is A$1.0 billion[5] Plutonic Gold Belt - The Plutonic Gold Belt is a flagship asset with an operating mine and a plan to fill the underutilized mill from five shallow, underexplored deposits[3] - The three-year vision for the Plutonic Gold Belt is to increase production organically from approximately 100,000 ounces per annum to approximately 200,000 ounces per annum while lowering long-term costs to approximately A$2,000 per ounce[3] - The Plutonic Gold Belt has reserves of 861,000 ounces as of June 30, 2024, and a resource of 3.3 million ounces as of August 1, 2025[3] - Baltic past production 350koz at 13.1g/t Au[35] Trident Resource - The Trident Mineral Resources total 811,000 ounces at 5.0 g/t Au[13] - The total resource increase by 56%[12] - Indicated Resource increase by 105%[12] Bendigo Gold Project - The Bendigo Gold Project has a high-grade gold Resource with a secured production pathway[40] - The project includes an Inferred Resource of 70,000 ounces at 26 g/t[3]

Financial Performance - Net Income increased by ¥12 billion YoY to ¥546 billion, a 27.3% progress towards the FY25 target of ¥2 trillion[4] - Net Operating Profits (NOP) decreased by ¥135.1 billion YoY to ¥542.9 billion, representing 24.7% progress towards the FY25 target[4,7] - Adjusted profits increased by ¥12 billion YoY from ¥534 billion to ¥546 billion[7] Business Segment Performance - R&D and CWM experienced a significant increase in Net Operating Profits, up ¥31.6 billion YoY[3,14] - JCIB experienced a decrease in Net Operating Profits, down ¥2.3 billion YoY[3,13] - Global Markets saw a decrease in Net Operating Profits, down ¥40 billion YoY[3,19] Balance Sheet - Total Loans increased by ¥1 trillion from End Mar 25 to ¥224.7 trillion[26] - Total Deposits decreased by ¥5.4 trillion from End Mar 25 to ¥401 trillion[26] Asset Quality - Non-Performing Loans (NPL) ratio decreased from 1.11% to 1.05%[40] - Total Credit Costs decreased by ¥119.8 billion YoY from negative ¥166.7 billion to negative ¥46.9 billion[7,42] Investment Securities - Available-for-sale (AFS) securities balance is ¥55.14 trillion with unrealized gains of ¥2.32 trillion[44] - Held-to-maturity securities balance is ¥24.03 trillion[44]

Bendigo-Ophir Gold Project Developing New Zealand's newest and richest gold mine Diggers and Dealers August 2025 For personal use only Disclaimer Disclaimer All information contained in this presentation is of a general nature. Potential investors are cautioned against using the content of this presentation, in isolation, for making investment decisions and should also refer to Santana Minerals Limited ('Santana') Annual Reports and ASX/NZX:SMI releases. For further information about Santana visit our websi ...

Diggers & Dealers Mining Forum 4-6 August 2025 A CLEAR RESET FOR A BRIGHT FUTURE For personal use only Important information The information in this presentation is provided for general information regarding 29Metals Limited (the 'Company ') and its subsidiaries (together with the Company, '29Metals'). Material information in this presentation has been derived from information publicly released by the Company to the ASX announcements platform. Details regarding the source information released to the ASX ann ...

Company Overview - Vault Minerals has a strong financial position with A$686 million in cash and no debt as of June 30, 2025 [11] - The company's market capitalization is A$2,585 million based on a share price of A$038 as of July 30, 2025, with 6,802 million shares on issue [13] - Vault Minerals FY25 production was 381koz at an AISC of A$2,422/oz [13] Operations and Growth - The company is undertaking a King of the Hills (KoTH) plant expansion targeting a ~20% increase in peak production relative to FY25 [11, 28] - Vault Minerals plans to double resource definition drilling in Leonora with over 100,000m planned for FY26, a greater than 100% increase on FY25 [11, 22] - The Leonora Stage 1 plant expansion is expected to be online by June 2026, with a capacity of 6Mtpa [19] - The Leonora Stage 2 plant expansion is expected to be online in FY28+, with a capacity of 75Mtpa [19] Hedging and Financials - The company's hedge book was reduced to 132,504 ounces at A$2,876 per ounce as of June 30, 2025 [24] - 41% of FY25 sales, or 158,684 ounces, were delivered into the hedge book at an average price of A$2,680/oz [24] - 92% of the remaining hedges are to be delivered in FY26 and completed in Q1 FY27, leading to increased exposure to spot gold pricing [24] Resources and Reserves - The company has total Mineral Resources of +127 Moz Au [17] - The company has total Ore Reserves of +39 Moz Au [17]

Financial Performance - Evolution Mining achieved a record group cash flow of $787 million in FY25[9] - The company reported a record operating mine cash flow of $2,288 million in FY25[9] - Evolution Mining's AISC (All-in Sustaining Cost) margin reached a record of $2,647/oz in FY25[9] - The company's AISC margin is approximately 40% higher than its peer group[28] Production and Operations - The company met its original group production and AISC guidance for FY25[9] - A mill expansion project will increase mill capacity by 50%, from 2.0Mtpa to 4.2Mtpa[13] - The mill expansion project is under the original budget by 9% and ahead of schedule by 9 months[13] - The mine life has been extended to 2038+[13] Assets and Strategy - Copper comprises 25%-30% of sales[19] - Red Lake delivered $74 million net mine cash flow in FY25[27] - Since 2015, the company has increased total dividends paid by +$1.2 billion[30]

Company Overview - Peel Mining Limited (ASX: PEX) is a copper-focused resources company [2] - The company holds strategic tenure in Tier 1 jurisdictions [25] - Key personnel include James Simpson (CEO/Managing Director) and Rob Tyson (Technical Director) [24] South Cobar Project Resource Base - The South Cobar Project has a resource base totaling 2291 million tonnes @ 220% CuEq for 500kt CuEq [28, 98] - The project contains 5 major deposits and numerous under/untested prospects [28] - The Mallee Bull deposit contains 125kt of copper at 178% Cu [35, 47] - The Wirlong deposit contains 75kt of copper at 175% Cu [35, 48] - The Wagga Tank Open Pit contains 21kt Cu, 72koz Au, 38Moz Ag, 23kt Pb, 25kt Zn [38, 44] - The Southern Nights deposit contains 252kt Zn, 96kt Pb, 13Moz Ag, 59koz Au, 14koz Cu [38] Financials and Shareholding - The company's market capitalization is approximately $349 million based on a share price of 6c [20] - The enterprise value is approximately $335 million [20] - Perth Capital Pty Ltd & Associates holds 204% of shares on issue [21] - Australian Institutions hold 125% of shares on issue [21] Exploration and Development - PFS is substantially complete for Mallee Bull and Wirlong underground mines [44] - Wagga Tank evaluation is underway for inclusion into PFS by March Quarter 2026 [40] - Regional exploration activities have identified high priority targets including Chuchi, Nombinnie, and Beanbah [61, 63]

Company Overview - Waratah Minerals has 234 million shares on issue with ASX code WTM[5] - The share price as of August 1, 2025, was A$0.30, resulting in a market capitalization of $70 million[5] - The company held $7.5 million in cash at bank as of June 30, 2025[5] - Board and Management hold 11.2% of shares (fully diluted)[5] Spur Project Highlights - The Spur Project is located in the Cadia-Spur district, surrounded by major mining companies, indicating strategic mineral district[12, 14] - The project has a district-scale land position with 100% ownership[15] - Exploration has identified a large epithermal-porphyry corridor with two high-value exploration targets: epithermal gold and porphyry gold-copper[16] - Drilling results include 11m @ 10.82 g/t Au from 154m (SPRC002), 89m @ 1.73 g/t Au, 0.08% Cu from 115m (SPRC007), and 196m @ 0.54% CuEq, 0.35% Cu, 0.23 Au g/t from 1m (BZD001)[18] - Stepout drilling at the Spur Gold Corridor – Consols Zone, returned 208.7m @ 1.17 g/t Au from 514m, including 89m @ 1.96 g/t Au from 614m and 38m @ 3.61 g/t Au from 665m[47] - Porphyry copper-gold mineralization was intersected at Breccia West, with results including 84m @ 0.62% CuEq, 0.40% Cu, 0.26g/t Au from 29m (BZD001)[55] Macquarie Arc and Analogues - The Macquarie Arc hosts world-class gold-copper mines, with A$1.6 billion in mining M&A and A$300 million in JVs since 2023[11] - The Spur Project shares exploration criteria similarities with Cadia Valley (Newmont) and Cowal (Evolution Mining)[60, 63]