Tg Metals Ltd. · ASX:TG6
Tg Metals — Investor Presentation (October 2026)
20 slides from Tg Metals's investor presentation, Oct 29, 2026
Slide 1: Dual-Commodity Value Platform: Near Term Gold Production & High-Grade Lithium
For personal use only DUAL-COMMODITY VALUE PLATFORM NEAR TERM GOLD PRODUCTION PATHWAYS & HIGH-GRADE LITHIUM DEVELOPMENT IN WESTERN AUSTRALIA ADVANCING HIGH-QUALITY GOLD AND LITHIUM ASSETS TOWARD NEAR-TERM PRODUCTION South West Connect | October 2026 TG Metals Limited | ASX:TG6 ABN 40 644 621 830 Aer
Slide 2: Disclaimer
DISCLAIMER ASX:TG6 This presentation has been prepared by TG Metals Limited. The information contained in this presentation is not investment or FORWARD LOOKING STATEMENT For personal use only financial product advice and is not intended to be used as the basis for making an investment decision. The
Slide 3: Dual-Commodity Platform with Near-Term Production Pathways
DUAL-COMMODITY PLATFORM WITH ASX:TG6 NEAR-TERM PRODUCTION PATHWAYS For personal use only • Van Uden Gold Project - Established Asset with Processing Agreement • Executed Processing and Profit Share Agreement for stockpiles • Scoping Study - Heap Leaching laterite* • Mineral Resource Estimate (MRE) o
Slide 4: Corporate Overview
ASX:TG6 CORPORATE OVERVIEW Capital Structure For personal use only Directors & Management ASX:TG6 Richard Bevan Non Exec Chairperson Shares on Issue Cash Balance Market Cap Brett Smith Non Exec Director 136.2M $1.5M* $24.5M Gloria Zhang Non Exec Director *at 30 Sept 2026 at $0.18 share price David S
Slide 5: Van Uden Gold Project – Established Asset with Near-Term Cashflow
VAN UDEN GOLD PROJECT ASX:TG6 – ESTABLISHED ASSET WITH NEAR-TERM CASHFLOW For personal use only Tier-1 Location Forrestania Greenstone Belt – proven gold camp with significant gold endowment and production history Near Term Production Executed non-binding Processing and Profit Share agreement with M
Slide 6: Scoping Study Confirms Highly Profitable and Simple Operation
SCOPING STUDY* CONFIRMS HIGHLY PROFITABLE ASX:TG6 AND SIMPLE OPERATION TO NEAR TERM CASHFLOW For personal use only Initial Life of Mine Net Revenue of ~A$83.2 million Simple Operation Surface Laterite Free Dig Pre-tax free operating cashflow of ~A$48.3 million Single Stage Crush 25mm Forecast averag
Slide 7: Heap Leach Cashflow Profile
VAN UDEN ASX:TG6 – HEAP LEACH CASHFLOW PROFILE* For personal use only • 4 months construction period (Capex ~$14.2M) • 2.5 years Mining (mine and process 766Kt @ 0.61g/t Au) • +3.25 years Leaching • 90% recoveries used, comparable to CIL Plant recoveries • Processing cost = 68% of total costs • Mini
Slide 8: Significant Laterite Expansion Potential
VAN UDEN ASX:TG6 – SIGNIFICANT EXPANSION POTENTIAL • Current Laterite Resource 1,053,000 tonnes @ 0.52 g/t Au for 17,700oz** For personal use only • Auger drilling1 on laterite targets confirms pisolitic laterite, • Aircore drilling underway to increase laterite resources and add to heap leach mine
Slide 9: Growing Resource with Strong Upside
VAN UDEN ASX:TG6 – GROWING RESOURCE WITH STRONG UPSIDE For personal use only • Current Mineral Resource 7.94Mt @ 1.1 g/t Au for 270,800 oz1 (JORC 2012) • Pit-constrained resource with 56% Indicated category Conceptual Pit Outline • Mineralisation remains open along strike and down dip, new drill hit
Slide 10: Primary Resource Expansion and Upgrade
VAN UDEN ASX:TG6 PRIMARY RESOURCE EXPANSION AND UPGRADE For personal use only • Shallow drilling at the northern extent remains open, highlighting further growth potential • Infill and step-out drilling continues to deliver strong results across the system, converting unclassified to resource a prio
Slide 11: Gold City Prospect – Emerging Satellite Opportunity
VAN UDEN - GOLD CITY PROSPECT ASX:TG6 - EMERGING SATELLITE OPPORTUNITY For personal use only • Located approximately 20km south of the Van Uden Project • Numerous historical gold workings at the “Downtown” area • Multiple gold lodes defined from limited historical and recent drilling including: • 14
Slide 12: Gold City Prospect – Significant Exploration Upside
VAN UDEN - GOLD CITY PROSPECT ASX:TG6 - SIGNIFICANT EXPLORATION UPSIDE For personal use only • Extensive untested gold-in- soil anomalies identified across the prospect area • Expansion of soil anomalies to the northeast of historical workings • New drilling indicates a potential plunge direction to
Slide 13: Lake Johnston – Significant Hard Rock Lithium Deposit, DSO Potential
LAKE JOHNSTON ASX:TG6 - SIGNIFICANT HARD ROCK LITHIUM DEPOSIT – DSO POTENTIAL Burmeister Maiden MRE* Burmeister Additional Exploration Target* For personal use only Tonnes Range Tonnes Li2O Range Li2O Range Low Range High Low (%) High (%) 11 million 14.5 million 0.90 1.20 TG Metals Dominant Notes: •
Slide 14: The Burmeister DSO Opportunity
ASX:TG6 THE BURMEISTER DSO OPPORTUNITY For personal use only • Mining Lease application over entire resource • Targeting Direct Shipping Ore grade of 1.2% Li2O • Minimal materials preparation, drill & blast, load and haul, coarse crush • Current high prices for DSO spodumene pegmatite ~US$300/tonne
Slide 15: Lake Johnston – Ongoing Growth and Expansion Potential
LAKE JOHNSTON ASX:TG6 - ONGOING GROWTH AND EXPANSION POTENTIAL For personal use only • Jaegermeister emerging as a second lithium deposit of similar scale to Burmeister • Mineralisation remains open in all directions • Strong initial drilling results support further resource growth potential • Best
Slide 16: Development Strategy: Pathway to Growth and Production
DEVELOPMENT STRATEGY ASX:TG6 PATHWAY TO GROWTH AND PRODUCTION For personal use only Gold Development Resource Growth and Lithium Development Streams Project Advancement and Strategic Pathways • Van Uden MRE forming the basis • Ongoing drilling programs • DSO opportunity on maiden MRE for mine design
Slide 17: Key Value Drivers – Unlocking Shareholder Value
KEY VALUE DRIVERS ASX:TG6 - UNLOCKING SHAREHOLDER VALUE TG Metals is advancing a dual-commodity portfolio through resource growth, development For personal use only studies and clear pathways to production. Ongoing drilling and recent MRE updates are expanding the Van Uden gold system and opening up
Slide 18: For More Information
For personal use only FOR MORE INFORMATION ASX:TG6 David Selfe – CEO Email: [email protected] Address: Level 2, Suite 3, 28 Ord Street, West Perth 6005 WA Richard Bevan - Chairperson Email: [email protected] Email: [email protected] Phone: +61 8 6211 5099 Website: www.tgmetals.com.au 18
Slide 19: Appendices – Van Uden Mineral Resource Estimate
APPENDICES – VAN UDEN MINERAL RESOURCE ESTIMATE ASX:TG6 For personal use only Notes to Resource Table: • The MRE is estimated with all available drilling data as at 1 April 2026 and reported at a 0.1g/t Au cutoff OPEN DOWN for laterite and 0.30g/t Au cutoff for all other material typres. • MRE repor
Slide 20: Appendices – Burmeister Mineral Resource Estimate
APPENDICES – BURMEISTER MINERAL RESOURCE ESTIMATE ASX:TG6 For personal use only Notes: • MRE is reported above a Li2O cut-off grade of 0.40% within an optimised pit shell using appropriate mining and processing costs, recoveries, concentrate payabilities and revenue values • Mineral Resources are no