Lindian Resources Limited| ASX: LIN | www.lindianresources.com.au | ACN 090 772 222 Kangankunde Rare Earths Project Iluka Eneabba Rare Earths Refinery For personal use only Not for release to US wire services or distribution in the United States Kangankunde Rare Earths Project Corporate Presentation Institutional Placement and Final Investment Decision 20 August 2025 Lindian Resources Limited| ASX: LIN | www.lindianresources.com.au | ACN 090 772 222 11 IMPORTANT INFORMATION Disclaimer The material in this p ...

Company Overview - Unico Silver (ASX:USL) aims to become a globally significant silver development company with over 300 million ounces of silver equivalent resources[14] - The company completed a $25 million placement to accelerate the development of its silver projects in Argentina[1, 12] - As of June 30, 2025, the company had $12.5 million in cash, excluding the proceeds from the $25 million placement[12] - The pro-forma market capitalization of the company is $177 million (AUD)[12] Resource Base and Exploration - The company has a large resource base of 160 million ounces of silver equivalent (AgEq) Indicated and Inferred resources, including 105 million ounces of silver and 407,000 ounces of gold[21, 22] - The company plans an aggressive drill program of 30,000 meters[21] - The company is targeting an exploration roadmap to over 150 million ounces of pit-constrained free-milling oxide silver mineralization[37] - The PLUS 150 Exploration Target estimates approximately 315 million tonnes grading ~150 g/t AgEq, for a contained silver equivalent range of approximately 123 to 176 million ounces[102] Project Development and Strategy - The company has completed five acquisitions in two years, consolidating a large silver district at a cost of 10c/AgEq oz[21, 22] - The company's immediate plan is to transition from explorer to developer, focusing on "high-value" free-milling silver ounces[29] - A medium-term strategy is in place to unlock value through growth in sulphide resources, enhancing project scale and longevity[29] Market and Location - The company's projects are located in Santa Cruz, Argentina, a pro-mining province with a clear permitting framework[21, 66] - Coeur Mining acquired 49% of Joaquin for USD $60 million in 2012, implying a valuation of $27/AgEqoz[23]

ASX: ARU Not for release to US wire services or distribution in the United States. For personal use only Arafura Rare Earths Investor Presentation August 2025 Disclaimer This presentation is dated 20 August 2025 and has been prepared by Arafura Rare Earths Limited ("Arafura", "Arafura Rare Earths" or the "Company") in relation to an offer of shares in the Company via an institutional placement of ~A$80m, and an offer of shares under a share purchase plan (the Offer). This presentation is of a summary form o ...

Q3 2025 Financial Performance - Q3 revenue reached $1.352 billion, an increase of 11% year-over-year[5, 6, 11] - Earnings per share (EPS) stood at $1.72, reflecting a 9% year-over-year growth[5, 6] - Core operating margin increased by 110 basis points year-over-year to 25.4%[5] - YTD free cash flow amounted to $1.1 billion[5] Segment and Regional Revenue - Communications Solutions Group (CSG) revenue was $940 million, up 11% year-over-year[21] - Electronic Industrial Solutions Group (EISG) revenue was $412 million, also up 11% year-over-year[26, 33] - Americas region revenue grew by 13% year-over-year[15, 39] - Asia Pacific region revenue increased by 15% year-over-year[19, 39] Forward Guidance and Outlook - The company raised its full-year outlook, expecting revenue growth of 7% and non-GAAP EPS growth of approximately 13% for FY25[5] - Q4 2025 revenue is guided to be between $1.370 billion and $1.390 billion, with non-GAAP EPS between $1.79 and $1.85[34] Strategic Initiatives and Tariff Mitigation - The company is progressing with regulatory clearances for the Spirent acquisition, expecting closure in Q4 FY25[5] - The company is actioning a multi-pronged approach to reduce the impact of tariffs, with an incremental gross impact of tariff increases announced on August 1 being $75 million on an annualized basis[5]

Financial Performance & Outlook - EON Resources anticipates reaching breakeven by the end of 2025[3] - Revenues increased from $3,283,099 in Q1 2024 to $4,583,148 in Q2 2025[5] - Lease operating expenses decreased from an average of $718,000 per month in 2024 to $665,000 per month in Q1 and Q2 2025[5,6] - Salaries and fees decreased by over $300,000 per quarter starting in Q1 2025[11] Operations & Production - Oil production experienced a temporary dip, but has recovered to 920 BOPD[17] - South Justis Field production increased from an initial rate of 88 BOPD to 117 BOPD after acquisition in June 2025[18] - 27 wells returned to production, resulting in an estimated increase of 60 BOPD[17] - The company plans to return an additional 40 idle/inactive wells to production[17] Debt & Equity Structure - Convertible Notes balance decreased from an original $9.8 million to $5.6 million[14] - The company is planning volumetric funding of $41 to $53 million to discharge a $20.5 million settlement with the Seller and retire $18.5 million in senior debt[16] - There are 34 million common stock shares outstanding[15]

Financial Highlights - The company announced a dividend of $0.20 per share[5, 26], marking the 86th consecutive quarterly dividend[5] - The company reported a net income of $1 million, with earnings per share of $0.01[5] - The company's adjusted EBITDA was $112 million[5, 16] - The company's gross revenue reached $194 million[5, 16], which includes charter hire from all vessels and rigs[6] Contracted Revenue and Backlog - The company's fixed revenue backlog stands at $4.2 billion[5, 8, 26], with over two-thirds contracted to investment grade counterparties[5, 8] - The company extended three container vessels with Maersk for five years, adding approximately $225 million to the fixed backlog[5] - 71% of the company's contracted revenue is from container vessels[8] Operational Performance - The company's fleet utilization remains strong, with container vessels, car carriers, tanker vessels, and dry bulk vessels all reporting utilization rates at or near 100%[13] - The company's cash and cash equivalents at quarter end was $156 million[24, 26] Portfolio Composition - The company's portfolio includes 30 container vessels, 18 tanker vessels, 7 car carriers, 3 dry bulk vessels, and 2 energy assets[8] - The company's contracted revenue is diversified across various sectors, with container vessels accounting for 71%, tanker vessels for 11%, car carriers for 11%, and energy for 7%[8] Client Base - The company has a strong portfolio of industry-leading clients, including a world-leading chemical logistics company (29% of contracted revenue), a publicly listed investment grade shipping company (21% of contracted revenue), and other major players in the container shipping, energy, and automotive industries[11]

Financial Performance (Q2 2025) - Workhorse's sales, net of returns and allowances, for the three months ended June 30, 2025, were $5.7 million, compared to $0.8 million for the same period in 2024, representing an increase of $4.8 million[21] - Cost of sales for the three months ended June 30, 2025, was $13.1 million, compared to $7.3 million for the same period in 2024, an increase of $5.8 million[22] - Selling, general, and administrative expenses for the three months ended June 30, 2025, were $5.8 million, compared to $12.1 million for the same period in 2024, a decrease of $6.3 million[23] - Research and development expenses for the three months ended June 30, 2025, were $1.2 million, compared to $2.0 million for the same period in 2024, a decrease of $0.7 million[24] - As of June 30, 2025, Workhorse had $24.7 million in cash and cash equivalents, including restricted cash[25] Merger with Motiv Electric Trucks - Workhorse is undergoing a strategic merger with Motiv Electric Trucks to broaden the product portfolio and strengthen the financial position[34] - Motiv's controlling investor is expected to own approximately 62.5% of the combined company, while Workhorse shareholders are expected to own approximately 26.5%, and the senior secured lender approximately 11%[35] - The transaction is expected to bring in $45 million of added financing capacity upon closing[38] - The combined company is expected to achieve cost synergies of more than $20 million by the end of 2026[51] Strategic Priorities - Workhorse aims to complete the transaction with Motiv in Q4 2025, pending shareholder approvals and financing commitments[56]

Financial Highlights - Adecoagro's gross revenues for Q2 2025 were $392 million, a decrease of 1% compared to the same period last year[17] - Gross revenues for 6M25 reached $716 million, an increase of 10% compared to the same period last year[17] - Adjusted EBITDA for Q2 2025 was $55 million, a decrease of 60% compared to the same period last year[17] - Adjusted EBITDA for 6M25 was $91 million, a decrease of 60% compared to the same period last year[17] Segment Performance - Sugar, Ethanol & Energy - Sugar, Ethanol & Energy accounted for 77% of gross revenues in Q2 2025[17] - Sugar production decreased by 15% from 233,881 tons in Q2 2024 to 199,175 tons in Q2 2025[30] - Ethanol production decreased by 21% from 143,401 m3 in Q2 2024 to 98,756 m3 in Q2 2025[31] - Adjusted EBITDA for Sugar, Ethanol & Energy business decreased by 36% from $68,100 thousand in Q2 2024 to $106,886 thousand in Q2 2025[42] Farming Business - 296,057 hectares of Crops + Rice were harvested[52] - Soybean harvested area is 91,802 ha[52] - Raw milk production reached 93 million liters[52] - Farming segment experienced a significant decrease in financial performance, with profits dropping by 97% from $37,792 thousand in Q2 2024 to $1,081 thousand in Q2 2025[55] Capital Allocation - Net debt stood at $699 million[62] - 75% of debt is long term debt[63] - 70% of debt is in USD and 30% in BRL[65] - $45.2 million has been committed to shareholder distribution[71]

Financial Highlights - X Financial achieved a Return on Equity (ROE) of 24%[10] - The company has authorized a share buyback program of $115 million for 2025-2026, targeting approximately 5.8 million shares at around $20 per share, representing roughly 14% of the current float[14] - X Financial's trailing twelve months (TTM) net income is $243 million, resulting in a Price-to-Earnings (P/E) ratio of 2.5x, with a market capitalization of approximately $600 million[17] - The company projects a 30% volume growth guidance in FY25[17] Business Model and Performance - X Financial's loan facilitation business delivered over 45% Return on Invested Capital (ROIC) in Q1 2025[21] - Total net revenue increased by 65.6% from RMB 1,372,588 thousand in 2Q 2024 to RMB 2,273,123 thousand in 2Q 2025 (USD 317,316 thousand)[83] - Net income increased by 27.1% from RMB 415,303 thousand in 2Q 2024 to RMB 528,016 thousand in 2Q 2025 (USD 73,709 thousand)[83] Balance Sheet - Cash and equivalents increased by 17.1% from RMB 984,611 thousand on 12/31/2024 to RMB 1,152,990 thousand in 2Q 2025 (USD 160,951 thousand)[85] - Total assets increased by 15.8% from RMB 11,819,288 thousand on 12/31/2024 to RMB 13,687,855 thousand in 2Q 2025 (USD 1,910,751 thousand)[85] - Total equity increased by 11.0% from RMB 6,953,154 thousand on 12/31/2024 to RMB 7,720,902 thousand in 2Q 2025 (USD 1,077,797 thousand)[85]

Financial Performance - Medtronic reported Q1 FY26 revenue of $8.539 billion, a 6.7% increase compared to Q1 FY25, with organic revenue growth of 4.8%[24] - Adjusted diluted EPS was $1.26, a 2.4% increase year-over-year[24] - The company is raising FY26 EPS guidance and expects high-single digit EPS growth in FY27[15, 58] Segment Performance - Cardiovascular segment revenue reached $3.285 billion, with 7.0% organic growth[21, 40] - Cardiac Ablation Solutions experienced nearly 50% global growth, including over 70% US growth[15, 32, 39] - Neuroscience segment revenue was $2.416 billion, with 3.1% organic growth[21, 45] - Medical Surgical segment revenue totaled $2.083 billion, with 2.4% organic growth[21, 50] - Diabetes segment revenue was $721 million, with 7.9% organic growth[21, 55] Strategic Initiatives - Medtronic is executing strategic portfolio management, including Diabetes separation within 15 months[15, 55] - The company anticipates a net FY26 tariff impact of approximately $185 million, a decrease from the previous estimate of $200-350 million[15] Future Outlook - Medtronic expects revenue growth to accelerate in the second half of the fiscal year due to significant product launches[14, 31] - Cardiac Ablation Solutions is expected to grow even faster in Q2 and H2 due to PFA supply expansion[15]