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Project Overview - WA1 Resources Ltd owns 100% of the Luni niobium project, discovered in late 2022, with first ferroniobium sample produced in 2024 and an Indicated MRE reported mid-2025[6] - The company has A$73 million in cash to advance key project workstreams[6] - The project is advancing with mine design informed by the Indicated MRE, ongoing process testwork, environmental studies, and local engagement[62, 63] Resource Estimate - The Luni niobium deposit contains a total MRE of 220 Mt at 1.0% Nb2O5[18] - Within the total MRE, there is a substantial Indicated MRE of 73 Mt at 1.38% Nb2O5[18] - A high-grade subset within the Indicated MRE is 31 Mt at 2.31% Nb2O5, part of a total subset of 53 Mt at 2.2% Nb2O5[18] - 46% of the niobium contained within the Luni MRE is classified as Indicated[18, 66] Corporate Information - WA1 Resources Ltd's share price was A$16.40 as of August 4, 2025[11] - The company has 68.4 million shares on issue, resulting in a market capitalization of A$1,121 million[11] - The enterprise value of the company is A$1,048 million[11] Niobium Market - Global ferroniobium production is approximately 115ktpa with a price of approximately US$30,000/t[40] - Niobium oxide production is approximately 18ktpa with a price of approximately US$52,000/t of Nb2O5[51] - Ferroniobium is an alloy typically containing ~65% Nb and is primarily used in high-strength low-alloy steels[40]

Project Overview - The Kalgoorlie Nickel Project (KNP) Goongarrie Hub has a project life of over 40 years, with planned production of 30ktpa of nickel and 2ktpa of cobalt[14] - The KNP Goongarrie Hub contains a Mineral Resource Estimate (MRE) of 584Mt at 0.69% Ni and 0.043% Co, for 4Mt of contained Ni and 250kt of contained Co[16] - The project's Definitive Feasibility Study (DFS) is fully funded by Japanese partners Sumitomo Metal Mining (SMM) and Mitsubishi Corporation (MC) up to A$98.5M[21] Partnership and Funding - SMM aims to increase nickel production from 81ktpa (FY23) to 150ktpa[22] - The Consortium (SMM and MC) is funding the DFS up to A$98.5M to earn up to 50% interest in Kalgoorlie Nickel Pty Ltd (KNPL)[21, 137] - Ardea retains 100% ownership of non-Goongarrie Hub KNP projects, including the Kalpini Hub with an MRE of 270Mt at 0.76% Ni and 0.05% Co, containing 2Mt of Ni and 136kt of Co[16, 81] Market and Production - Global MHP and MSP production has increased by over 300% since 2020[33] - Electric Vehicle (EV) sales grew by 28% year-to-date in H1 2025, with 9.1 million units sold[41] - Global energy storage grid deployments increased by 94% year-on-year in January 2025, reaching 13.6GWh[41] Financials and Costs - The Pre-Feasibility Study (PFS) indicates a low C1 Opex before Cobalt credit of US$10,197/t Ni in MHP LOM[65] - The project benefits from a potential 10% refund against processing costs for the first decade under Australia's "Critical Minerals Production Tax Inventive"[70] - The PFS outlines a pre-tax NPV7 of A$7,625M and a post-tax NPV7 of A$4,980M[118]

Investor Presentation Diggers and Dealers, Kalgoorlie ASX: OBM Luke Creagh Managing Director 5 August 2025 For personal use only ORABANDAMINING.COM.AU ORABANDAMINING.COM.AU Forward looking statements IMPORTANT NOTICE AND DISCLAIMER This Presentation dated 5 August 2025 contains summary information about Ora Banda Mining Ltd ABN 69 100 038 266 (Ora Banda Mining or the Company) and its activities based on information available at the time of preparing the Presentation. The information contained in this Presen ...

Brightstar's Strategic Positioning and Growth - Brightstar has substantial Mineral Resources of 3.9 million ounces at 1.5g/t Au[22], positioning it uniquely among ASX developers - The company's strategic focus is now on organic growth through resource and reserve upgrades, along with production expansion[22] - The Laverton-Menzies DFS demonstrates compelling Stage 1 economics, with a LOM Free Cash Flow (FCF) of $461 million and an NPV8 of $316 million[22] - Brightstar aims for a Group production profile of over 200,000 ounces per annum by 2029, with the Sandstone processing plant construction planned for the second half of CY27 and first gold production in the second half of CY28[9] Laverton-Menzies Project and Production Expansion - Near-term production growth is targeted to reach approximately 70,000 ounces per annum[24] - The Laverton-Menzies DFS outlines a 5-year production plan, peaking at 91,000 ounces per annum and averaging around 70,000 ounces per annum, supported by Ore Reserves of 235,000 ounces at 1.7g/t Au[42] - The DFS projects an NPV8 of $316 million, an IRR of 73%, and a LOM FCF of $461 million at a spot price of $5,000/oz[42] - The project targets a low-cost operation with LOM unit costs of C1 $2,388/oz and AISC $2,991/oz, achieving payback within one year at the spot price[42] Sandstone Consolidation and Development - The acquisition of Aurumin Ltd consolidates the Sandstone district, establishing a district-scale open pit development opportunity[22] - The proforma Sandstone Mineral Resource grows to 2.4 million ounces at 1.5g/t Au[71] - A Pre-Feasibility Study (PFS) is underway, evaluating a 3-5Mtpa central Sandstone processing capacity, with results expected in the first half of CY26[73] - The company is targeting a Final Investment Decision (FID) for the Sandstone Hub by CY27[73]

Lynas' Investments and Expansions - Lynas' 2025 investments are largely complete[14] - Over A$1.5 billion has been invested in expansion capital in the past 5 years[49] - Mt Weld is set for the next decade with increased capacity, improved efficiency, and enhanced sustainability[16, 24] - The Kalgoorlie facility is integrated into global operations with a feedstock capacity to produce ~9.0ktpa NdPr finished product[18, 31] - Lynas Malaysia upgrades create a future-facing facility with expanded processing capacity targeting 12kt p.a NdPr finished product[20] - Lynas Malaysia has an uplift to 10.5kt pa capacity for Solvent Extraction and Product Finishing production capacity[20, 36] Market and Supply Chain Dynamics - Lynas expects recent industry-shaping initiatives by the U S Administration to lead to a larger "rest of world" rare earths industry[41] - Customers have increased understanding of risks of concentrated supply chains and are taking action[45] Australian Operations and Supply Chain - 74% of suppliers to Australian operations are WA headquartered companies[40] Mineral Resources and Ore Reserves - In 2024, Lynas announced a 92% increase in Mineral Resources and a 63% increase in Mt Weld Ore Reserves[53]

Financial Performance & Guidance - FY25 gold production reached 373 koz, near the top end of the guidance range of 350-380 koz [29] - FY25 All-In Sustaining Costs (AISC) were $2,531/oz, at the bottom end of the guidance range of $2,440-2,740/oz [29] - The company's cash and bullion balance stood at $517 million, representing a $522 million build before debt repayment of $300 million [25, 33, 36] - FY26 gold production guidance is set at 350-380 koz, with Duketon contributing 220-240 koz and Tropicana contributing 130-140 koz [38] - FY26 AISC guidance is $2,610-2,990/oz, including approximately $170/oz of non-cash costs related to stockpile value adjustments [38, 40] Mineral Resources & Ore Reserves - Total Mineral Resources are estimated at 7.54 Moz of gold [21, 141] - Total Ore Reserves are estimated at 1.661 Moz of gold [21, 145] - Duketon's Mineral Resources total 3.26 Moz of gold [21, 141] - Duketon's Ore Reserves total 1.082 Moz of gold [21, 145] - Tropicana (30% ownership) has Mineral Resources of 1.61 Moz of gold [21, 141] - Tropicana (30% ownership) has Ore Reserves of 0.579 Moz of gold [21, 145] Projects & Exploration - An Exploration Target at Ben Hur is estimated to contain between 4.0 Mt and 6.0 Mt at a grade ranging between 2.2 g/t Au and 2.8 g/t Au [15] - McPhillamys has a Mineral Resource of 2.26 Moz of gold [21, 141]

Financial Performance and Guidance - Aeris Resources targets FY26 copper equivalent production of 40-49kt[20, 85], compared to 421kt in FY25[91] - The company anticipates mine operating costs between $302-369 million in FY26[26], while in FY25 the costs were $3449 million[91] - Sustaining capital is projected at $57-70 million for FY26[26], compared to $694 million in FY25[91] - Growth capital expenditure is estimated at $65-80 million for FY26[27], significantly higher than the $351 million spent in FY25[91] - Exploration expenses are budgeted at $18-23 million for FY26[27], a substantial increase from the $98 million in FY25[91] Operational Strategy - Aeris Resources plans to sell non-core assets, including North Queensland assets, and is considering others[23] - The company aims to repay debt by August 2026 through asset sales and potentially hedging strategies[23] - A key focus is on extending mine lives through greenfield exploration[23] Tritton Operations - Tritton is a cornerstone asset with approximately 450kt of copper produced since 2005 and over 300kt still in Resource[30] - FY26 copper production guidance for Tritton is 24-29kt, a 37% increase compared to FY25[30, 35] - Murrawombie Pit ore is expected to provide approximately 50% of the FY26 mill feed[37] Cracow Operations - Cracow's FY26 gold production guidance is 36-46koz, a 9% decrease compared to FY25[54, 58]

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ASX: MI6 Advancing one of Australia's largest undeveloped gold projects For personal use only 2.3Moz Bullabulling Gold Project Diggers & Dealers and Site Visit Presentation 4 August 2025 Luke McFadyen, Managing Director Important Notes and Disclaimer Overview This presentation contains summary information about Minerals 260 Limited (ACN 650 766 911) (Company) and is current as of the cover date. The information in this presentation is of a general background and does not purport to be complete. This present ...