Orbit Resources Limited · ASX:OBT
Orbit Resources — Godolphin Resources — Shareholder Meeting (November 2025)
25 slides from Orbit Resources's shareholder meeting presentation, Nov 13, 2025
Slide 1: AGM Presentation Announcement
ASX:GRL Announcement 13 November 2025 AGM Presentation Godolphin Resources Limited (ASX: GRL) (“Godolphin” or the “Company”) is pleased to attach a copy of the presentation to be delivered at the Company’s Annual General Meeting (“AGM”) by Managing Director, Ms Jeneta Owens. The AGM will be a physic
Slide 2: Godolphin Resources Limited AGM
Godolphin Resources Limited Gold, copper, base metals and rare earths in Australia’s best mining jurisdiction 1 3 N o v e m b e r 2 0 2 5 | A G M | A S X : G R L 1 G O LD - SI LVER - BASE M ETALS | RARE EARTH ELEM ENTS
Slide 3: Disclaimer and Competent Persons Statement
DISCLAIMER AND COMPETENT PERSONS STATEMENT COMPETENT PERSONS STATEMENT JORC INFORMATION The Presentation has been prepared with reference to public reports made by Ardea Resources Limited (Ardea) (ASX:ARL) and God olphin Resources Limited (Godolphin or Company) (ASX:GRL). Notably, the Presentation i
Slide 4: Focused on becoming an integral producer in critical minerals
Focused on becoming an integral producer in Australia's Critical Minerals and Future Metals supply chain through development of the Lewis Ponds and Narraburra Projects”.
Slide 5: Corporate Snapshot
CORPORATE SNAPSHOT Major Shareholders % held American Rare Earths Limited (ASX:ARR) 12.20% Shares on Issue Options on Issue 696.1m 27.6m BNP PARIBAS NOMINEES PTY LTD IB AU 3.09% Calama Holdings Pty Ltd 3.00% Market Capitalisation Share Price $11.8m $0.017 BNP PARIBAS NOMINEES PTY LTD 2.33% Cash (as
Slide 6: Significant Foothold in NSW
SIGNIFICANT FOOTHOLD IN NSW A S TA B L E J U R I S D I C T I O N Project suite: • Lewis Ponds (100%) – Gold, copper and base metals • Narraburra (100%) – Rare earth elements (REE) • Cambrai (100%) – REE, tin and copper • Trungley (100%) – REE • Yeoval (100%) – Copper and gold • Copper Hill East (100
Slide 7: Lewis Ponds Gold – 2024-25 Drilling Results
LEWIS PONDS GOLD – 2024-25 DRILLING RESULTS GLPDD005 high grade drill GLPDD008 High grade drill results results with 31.25m at 3.13g/t 14.3m @ 2.06g/t AuEq* from AuEq from 122.25m including: 2.1m 16.40m at 4.90g/t AuEq • Hole finished in Torphy’s Lode in this location mineralisation - Spicer’s deliv
Slide 8: Lewis Ponds Gold, Silver & Base Metals Project
LEWIS PONDS GOLD, SILVER & BASE METALS PROJECT Project covers ~148km2 and is located 15km east of Orange, NSW Project has a JORC 2012 MRE of: 9.83Mt (5.01Mt Indicated, 4.82Mt Inferred) @ 1.49g/t Au, 66.15g/t Ag, 2.46% Zn, 1.38% Pb, 0.15% Cu • Contained metal of: • 470,000 oz gold • 20.9 Moz silver •
Slide 9: Lewis Ponds – Metallurgy Update
LEWIS PONDS – Metallurgy Update • Comminution testing completed* • Testing showed mineralisation is soft and amenable to milling with low energy costs – expected to translate into reduced operating costs and lower capex • Critical outcomes from the Lewis Ponds comminution testwork are: • 1)“Impact B
Slide 10: Lewis Ponds Exploration Potential
LEWIS PONDSAND DISCLAIMER EXPLORATION COMPETENT POTENTIAL PERSONS STATEMENT • The Stage 1 Exploration Target(s) (reported in accordance with the 2012 JORC Code & Guidelines) consist of two different sectors - A copper dominant sector referred to as the “Copper Lodes”, and a polymetallic sector “Zinc
Slide 11: Lewis Ponds Exploration Potential
LEWIS PONDS EXPLORATION POTENTIAL INCREASING THE LEWIS PONDS OPPORTUNITY WITH IP1 Large-scale geophysical anomalies revealed: Reprocessing of historic Induced Polarisation (IP) data has identified an immediate 1.6km southern extension of the IP chargeability anomaly that is directly related to the e
Slide 12: Lewis Ponds Exploration Potential: DHEM
LEWIS PONDSAND DISCLAIMER EXPLORATION COMPETENT POTENTIAL: DHEM PERSONS STATEMENT Strong potential MRE Expansion identified by Downhole Electromagnetic (DHEM) data • 3D reprocessing of historic DHEM data identifies six significant off-hole conductor plates, outside the existing MRE at Lewis Ponds •
Slide 13: Lewis Ponds Timeline July – December 2025
LEWIS PONDS TIMELINE – July – December 2025 12 Pending Expected this completion quarter Driving near-term value through resource expansion and metallurgical de-risking. 11
Slide 14: Narraburra - REE
NARRABURRA - REE RARE EARTH OPTIONALITY WITH SCALE POTENTIAL Maiden JORC 2012 Resource¹ delivered in 2023: • 94.9Mt @ 739ppm TREO, of which 47.6Mt @ 780ppm is indicated and 47.4Mt @ 698ppm is inferred, including a high grade core of 20Mt @ 1,079ppm TREO using a 600ppm cutoff within the Indicated Res
Slide 15: Narraburra Rare Earth Distribution
NARRABURRA RARE EARTH DISTRIBUTION T O TA L R A R E E A R T H O X I D E S ( T R E O ) V E R S U S T O TA L P E R M A N E N T M A G N E T M I N E R A L O X I D E S (MREO) DISTRIBUTION 2 MREO 24% 1 TREO = 550.45ppm 76% 1 Total Rare Earth Oxides (TREO) = Total REOs (La2O3 + CeO2 + Pr6O11 + Nd2O3 + Sm2O
Slide 16: MREC (Mixed Rare Earth Carbonate)
MREC (Mixed Rare Earth Carbonate) MREC composition indicate a high value product due to high concentrations of Tb and Dy and low impurities Specifications of MREC product enable discussions to commence with potential off take partners Slurry leach results indicate MREO extraction rates up to 90% wit
Slide 17: MREC Composition Value vs Peers
MREC COMPOSITION VALUE v’s PEERS 16 General Meeting June 2024 15
Slide 18: Narraburra
NARRABURRA GEOPHYSICS INDICATES LARGE CLAY BASIN HOSTING THE NARRABURRA DEPOSIT INDICATING SIGNIFICANT RESOURCE EXPANSION POTENTIAL • Exploration targets with potential to expand the existing JORC 2012 Mineral Resource Estimate, have been identified at Godolphin’s 100% owned Narraburra Rare Earth El
Slide 19: Corporate Activities: Earn In JV – Great Plains Metals
CORPORATE ACTIVITIES EARN IN JV – GREAT PLAINS METALS CORPORATION Continued upside exposure to Copper Gold asset while advancing the near-term works at Lewis Ponds gold, silver and base metals project • Great Plains to spend a minimum of $1m in exploration expenditure in the first 12 months to earn
Slide 20: Corporate Activities: Option Agreement – Gilmore Minerals
CORPORATE ACTIVITIES OPTION AGREEMENT – GILMORE MINERALS – GUNDAGAI PROJECT Option agreement provides potential additional, non-dilutive funding and reiterates Godolphin’s focus on the near-term exploration and development of the Lewis Ponds gold and silver and the Narraburra Rare Earth projects Gun
Slide 21: Investment Summary
INVESTMENT SUMMARY Advancing Lewis Ponds Gold-Silver while Unlocking Rare-Earths Growth at Narraburra • Extensive foothold in the Lachlan Fold Belt, NSW’s premier mining and exploration jurisdiction • Four JORC 2012 MREs across project suite with two flagship projects containing Gold, Silver and Rar
Slide 22: Contact
CONTACT GODOLPHINRESOURCES.COM.AU Jeneta Owens – Managing Director 21 [email protected] Level 14, 167 Eagle Street Brisbane, QLD, 4000 Australia +61 417 344 658
Slide 23: Questions?
General Meeting – Thursday 17 July 2025 QUESTIONS ? Annual General Meeting 2025 22
Slide 24: Appendix 1: Lewis Ponds Additional Information
APPENDIX 1: LEWIS PONDS ADDITIONAL INFORMATION LEWIS PONDS GOLD, SILVER & BASE METALS PROJECT Open Pit Resource: 2.88Mt (1.85Mt Indicated, 1.03Mt • Underground resources calculated at: Inferred) @ 0.52g/t Au, 41.22g/t Ag, 1.52% Zn, 0.59% Pb, • 1.89 g/t Au and 76 g/t Ag 0.12% Cu (48Koz of gold and 3.
Slide 25: Lewis Ponds Gold – Exploration Target
LEWIS PONDS GOLD – EXPLORATION TARGET The Stage 1 Exploration Target(s) (reported in accordance with the 2012 JORC Code & Guidelines) consist of two different sectors: A copper dominant sector referred to as the “Copper Lodes”, consisting of approximately: • 3Mt – 5Mt at a grade of 1.0% to 1.5% Cu,
Godolphin Resources — Shareholder Meeting (November 2025) on 6ix