Orbit Resources Limited · ASX:OBT
Orbit Resources — Godolphin Resources — Investor Presentation (February 2026)
17 slides from Orbit Resources's investor presentation, February 2026
Slide 1: Godolphin Resources Limited Investor Presentation
Godolphin Resources Limited F e b r u a r y 2 0 2 6 | I N V E S T O R P R E S E N T A T I O N | A S X : G R L F O CU SED O N BEC O MIN G AN IN T EG R AL PR O D U C ER IN AU ST R ALIA’S C R I T I C A L M I N E R A L S A N D 1F U T U R E MET ALS SU PPLY C H AIN G O L D- SI LV ER- B ASE M E T AL S | R
Slide 2: Disclaimer and Competent Persons Statement
DISCLAIMER AND COMPETENT PERSONS STATEMENT COMPETENT PERSONS STATEMENT COMPLIANCE STATEMENT The information in this report that relates to Exploration Results is based on, and fairly represents, information and supporting documentation prepared by Jeneta Owens, Managing Director for Godolphin Resour
Slide 3: Focused on becoming an integral producer in Australia's Critical Minerals supply chain
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 4: Corporate Snapshot
CORPORATE SNAPSHOT Major Shareholders % held MR PASQUALE BEVILACQUA 4.00% Shares on Issue Options on Issue 700.3m 66.5m BNP PARIBAS NOMINEES PTY LTD 3.34% (IB AU NOMS RETAILCLIENT) Market Capitalisation Share Price BNP PARIBAS NOMS PTY LTD 2.90% $24.5m $0.035 CALAMA HOLDINGS PTY LTD 2.28% Cash (as a
Slide 5: Significant Foothold in NSW
SIGNIFICANT FOOTHOLD IN NSW A STABLE JURISDICTION 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%) – Copper and
Slide 6: 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: 17.52Mt (9.09Mt indicated & 8.43Mt inferred) @ 1.12g/t Au, 53.34g/t Ag, 2.06% Zn, 1.10% Pb, 0.14% Cu • Contained metal of: • 630,000 oz gold • 30.1 Moz silver
Slide 7: 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 8: Strong Economics from Scoping Study
Strong Economics from Scoping Study Scoping Study highlights favourable project economics and development pathway for Lewis Ponds • 12-year mine life at 1.25Mtpa throughput • Open pit: 1-4 years • Underground: 5-12 years • Base case (US$3,700 Au / US$55 Ag): • Pre-tax NPV7.5%: A$481m with IRR of 24%
Slide 9: Lewis Ponds Exploration Potential
LEWIS PONDS DISCLAIMER EXPLORATION AND POTENTIAL COMPETENT 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 “Zin
Slide 10: Lewis Ponds Exploration Potential: DHEM
LEWIS PONDS DISCLAIMER EXPLORATION AND POTENTIAL: COMPETENT PERSONS DHEM 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 11: Narraburra Rare Earth Project
NARRABURRA RARE EARTH PROJECT CLOSE TO CRITICAL INFRASTRUCURE Well located near an old mining town with excellent access to critical infrastructure • 350km west of Sydney – 10km north of Temora Township • Operating rail line within 5km of the project site • High voltage power lines within 4km of the
Slide 12: 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 13: Metallurgy & MREC
METALLURGY & MREC Phase 1: 12023 diagnostic leach tests delivered 92% recovery of key magnet REEs (Pr, Nd, Tb, Dy) with best results of Nd 94%, Pr 90%, Tb 83% & Dy 88% Phase 2: 2024 of comprehensive leach testing program has also delivered exceptional REE recoveries: • 80% - 95% extraction of key ma
Slide 14: Narraburra REE – Conceptual Process Flow Sheet
NARRABURRA REE – Conceptual Process Flow Sheet General Meeting 17 July 2025 15
Slide 15: 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 Image: Cross Section of AEM flight line L31020 displayed as a Conductivi
Slide 16: Investment Summary
INVESTMENT SUMMARY • 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 Rare Earths • JORC 2012 Inferred MRE at Lewis Ponds of 17.52Mt (9.09Mt indicated & 8.4
Slide 17: Contact
CONTACT GODOLPHINRESOURCES.COM.AU Jeneta Owens – Managing Director 18 [email protected] Level 14, 167 Eagle Street Brisbane, QLD, 4000 Australia +61 417 344 658
Godolphin Resources — Investor Presentation (February 2026) on 6ix