OD6 Metals Ltd. · ASX:OD6
OD6 Metals — 21st International Rare Earths Conference 2025
21 slides from OD6 Metals's conference presentation, Nov 5, 2025
Slide 1: OD6 Metals: Australian Clay-Hosted Rare Earths
For personal use only OD6 Metals Australian Clay-Hosted Rare Earths Splinter Rock Rare Earth Project Leveraging the Rising Tide for REE’s 5-7 November 2025 | 21st International Rare Earths Conference, Kuala Lumpa ASX:OD6
Slide 2: Important Information
IMPORTANT INFORMATION For personal use only Disclaimer Forward Looking Statements This presentation has been prepared by OD6 Metals Ltd (ACN 654 839 602) (OD6) and is current as at the date Certain statements contained in this presentation, including information as to the future financial or of this
Slide 3: Splinter Rock REE Project Highlights
SPLINTER ROCK REE PROJECT HIGHLIGHTS A 100% Owned Australian Critical Minerals Project For personal use only • Strong Rare Earth Demand Fundamentals • 682Mt at 1,338 ppm TREO JORC Resource • ~75% Nd & Pr Overall Recovery • High-quality Mixed Rare Earth Carbonate (MREC) of ~56% TREO • High-quality Mi
Slide 4: Splinter Rock Rare Earth Tenements and REE Clay Basins
For personal use only Splinter Rock Rare Earth ASX:OD6 Tenements REE Clay Basins
Slide 5: Critical Magnet Rare Earth Elements
CRITICAL MAGNET RARE EARTH ELEMENTS Four Critical, High Value Metals, Which Captures 90% of the MREC Product Value For personal use only hydrogen helium 1 2 H He lithium beryllium boron carbon nitrogen oxygen fluorine neon 3 4 5 6 7 8 9 10 Li Be Light rare earth elements B C N O F Ne sodium magnesiu
Slide 6: Globally Significant Clay-Hosted Rare Earth Discovery
GLOBALLY SIGNIFICANT CLAY-HOSTED RARE EARTH DISCOVERY Inside Centre to be the Cornerstone Deposit at Splinter Rock For personal use only • 682Mt at 1,338 ppm TREO (at a 1,000ppm cut-off grade) for 910 kt contained TREO 1 • High-value MagREO represents an average of ~23% of TREO grade for 205 kt cont
Slide 7: MRE TREO Value and Distribution
MRE TREO VALUE AND DISTRIBUTION Nd, Pr, Dy, Tb resent ~90% of Potential contained Value For personal use only TREO REE Value TREO % Distribution Value Distribution 49.9% Nd2O3 16.9% MagREO 13.7% Pr6O11 4.8% 16.1% Dy2O3 1.1% Nd2O3 9.4% Tb4O7 0.2% Tb4O7 2.2% Gd2O3 1.5% La2O3 Pr6O11 MagREO 2.1% CeO2 44
Slide 8: Resource Growth Potential
RESOURCE GROWTH POTENTIAL Upside to Towards Billions of Tonnes – Across a Tenement Holding Area of 949 km2 For personal use only • Current resource based on drilling <10% of clay basins identified • Inside Centre has direct extensions of thick REE high-grade zones pending further Inside Centre drill
Slide 9: Inside Centre - A High Grade Stand Out
INSIDE CENTRE - A HIGH GRADE STAND OUT Indicated MRE OF 119Mt at 1,632ppm TREO (at 1,000ppm TREO cutoff grade) For personal use only Inside Centre to be the focus of future works Refer to ASX Announcement Mineral Resource Estimate Doubles OD6 METALS | AUSTRALIAN CRITICAL MINERALS 9
Slide 10: Unique Geological Formation
UNIQUE GEOLOGICAL FORMATION Why this is different to all other clay projects in WA – its not just about weathering of granites For personal use only As the ice-sheet Eocene thermal Natural acidic Booanya Granites melted the land rose, maximum groundwaters dissolve heavily enriched forming the deep i
Slide 11: Innovative Processing Steps
INNOVATIVE PROCESSING STEPS Simplified Processing Pathway to Produce High Quality Low Impurity Product For personal use only • Simple acidic heap leach • Capital intensive processing steps removed - tanks, thickening, clay washing, solid liquid separation • 84.5% Acid Recycling with Nanofiltration (
Slide 12: Outstanding Metallurgical Results
OUTSTANDING METALLURGICAL RESULTS Rare Earths Recovered with Simple Heap Leach For personal use only • Excellent overall Nd and Pr Inside Centre Deposit - Extraction by REE recovery of ~75% inclusive of 80 impurity removal 70 Total REE % Recovery • Estimated 7.5 kg HCl/t ore 60 consumption 50 40 • H
Slide 13: MREC and MREH TREO and Impurity Composition
MREC and MREH TREO AND IMPURITY COMPOSITION Nd, Pr, Dy, Tb resent ~90% of Potential contained Value For personal use only TREO Composition Impurity Composition • >55% Total Rare Earth Oxide Element MREC MREH Element MREC MREH (TREO) equivalents wt% wt% wt% wt% La2O3 13.40 8.01 Al 0.38 0.58 • High Ma
Slide 14: Prime Location for Future Development
PRIME LOCATION FOR FUTURE DEVELOPMENT Existing Australian Infrastructure a Key Differentiating Factor For personal use only ESTABLISHED READY ACCESS TO SERVICED BY EXISTING LOCAL RENEWABLE ESPERANCE TOWNSHIP ESPERANCE BULK PORT ROAD NETWORK POWER CONNECTED • Proximate to large • Esperance Port handl
Slide 15: Next Steps
NEXT STEPS Advanced Metallurgical Testwork and Studies For personal use only • ANSTO Testwork Scale Up: ❖ Heap leach Optimisation: Heap Leach duration and kinetics, Acid strength and consumption, Counter current heap configuration, Particle agglomeration methodology ❖ Impurity Removal Verification:
Slide 16: Benchmarking Shows Potential Low Capex Project
BENCHMARKING SHOWS POTENTIAL LOW CAPEX PROJECT OD6 IXR MEI VMM VTM BCM LIN ILU ARU For personal use only Location Australia Uganda Brazil Brazil Australia Brazil Malawi Australia Australia Hard Rock Hard Rock Hard Rock Ore Type Clay Hosted Clay Hosted Clay Hosted Clay Hosted Clay Hosted Clay Hosted
Slide 17: Rare Earths Market Heating Up
RARE EARTHS MARKET HEATING UP US Government determination to develop domestic critical minerals underpins REE industry revival For personal use only US Department of The deal includes Subsequently, Apple Chinese REE export Defense invests offtake & minimum have entered into a restrictions US$400M in
Slide 18: Corporate Snapshot
CORPORATE SNAPSHOT High Calibre Leadership Team and Tight Capital Structure For personal use only Capital Structure ASX: OD6 Price per share 1 A$0.065 Total number of shares on issue 1 198.93M Performance rights and options 2 86.87M Market capitalisation (undiluted) 1 A$12.9M Mr Brett Mr Piers Dr Mi
Slide 19: Splinter Rock Mineral Resource Estimate
SPLINTER ROCK MINERAL RESOURCE ESTIMATE At 1,000ppm Cut Off Grade For personal use only Tonnes TREO Pr6O11 Nd2O3 Tb4O7 Dy2O3 MagREO MagREO Prospect Category (Mt) (ppm) (ppm) (ppm) (ppm) (ppm) (ppm) (% of TREO) Inside Centre Indicated 119 1,632 79 271 2 12 366 22.4% Centre Inferred 276 1,342 65 228 3
Slide 20: Splinter Rock Mineral Resource Estimate: Quality over Quantity
SPLINTER ROCK MINERAL RESOURCE ESTIMATE Focused on quality over quantity of resource For personal use only Cut-off grade Tonnes TREO Contained TREO MagREO MagREO Contained MagREO (ppm TREO) (Mt) (ppm) (k tonne) (ppm) (% of TREO) (k tonnes) 400 2,226 884 1,968 201 22.7% 447 A QUALITY MRE 600 1,654 10
Slide 21: Contact
CONTACT CONTACTUS For personal use only US REGISTERED OFFICE LUCAS ROBINSON c/o LCP Group Investor Relations Level 1, 1 Alvan Street [email protected] Subiaco WA 6008 +61 408 228 889 Phone: +61 8 6189 8515 Email: [email protected] SHARE REGISTRY Computershare Investor Services Level 1
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