Od6 Metals Ltd. · ASX:OD6
Od6 Metals — Investor Presentation (April 2026)
44 slides from Od6 Metals's investor presentation, Apr 20, 2026
Slide 1: Advancing USA and Australian Critical Mineral Projects
For personal use only Advancing USA and Australian Critical Mineral Projects EGM Presentation & Company Update Presentation ASX:OD6 20 April 2026
Slide 2: Important Information
IMPORTANT INFORMATION OD6 METALS | A CRITICAL MINERALS COMPANY 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 of Certain statements contained in this presentation, including infor
Slide 3: Building a Multi-Commodity Critical Minerals Company
BUILDING A MULTI-COMMODITY CRITICAL MINERALS COMPANY OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only QUINN FLUORSPAR - USA SPLINTER ROCK GULF CREEK COPPER - NSW RARE EARTHS - WA 3
Slide 4: Corporate Snapshot
CORPORATE SNAPSHOT Capital Structure (proforma post EGM) ASX: OD6 OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Price per share 1 A$0.185 Total number of shares on issue 2 286.64 M 6.5c options 2 8.72 M 10c options 2,3 69.23 M Other options 2 8.55 M Mr Brett Mr Piers Dr Mitch Dr Dar
Slide 5: Quinn Fluorspar Project Acquisition
For personal use only Quinn Fluorspar Project Acquisition A Strategic US Critical Mineral Opportunity
Slide 6: Quinn Fluorspar Project, Nevada USA
QUINN FLUORSPAR PROJECT, NEVADA USA OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • Located in Nevada: Tier-1 US mining jurisdiction • Essential role in AI semi-conductor chips, batteries, nuclear power, aerospace and defense. • High-Grade Epithermal fluorspar (CaF2) at a district s
Slide 7: About Fluorspar: Essential Uses
ABOUT FLUORSPAR ESSENTIAL USES A US$3-4 Billion Acidspar Market Future Facing Products OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • Fluorspar (also known as fluorite) is a simple • Fluorspar is essential in: mineral with the formula CaF2, which contains 48.9% • AI semi-conductor
Slide 8: Critical Mineral Nevada
CRITICAL MINERAL NEVADA US 100% Import Reliant Consistently ranked as one of the world’s OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only best mining jurisdictions • Fluorspar is officially recognised as a U.S. critical • Nevada is ranked the best mining jurisdiction mineral, underpinn
Slide 9: Strategic Positioning
STRATEGIC POSITIONING United States, initiatives such as the “FAST-41” OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only permitting pathway may support accelerated Potential Government development for priority mineral projects. Support Fluorspar directly supports Trump administration’s
Slide 10: Supply Risk
SUPPLY RISK OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Price Forecast to Increase China, Mongolia and Mexico dominate global supply The US is highly dependent on imports for fluorspar Leading countries based on mine production of fluorspar worldwide in 2024 (in 1,000 metric tons)
Slide 11: AI Semi-Conductors
AI SEMI-CONDUCTORS OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Fluorine is Non-Substitutable • Fluorine compounds are essential in plasma etching and wafer cleaning in semiconductor chips for use in AI • Plasma etching requires fluorinated gases for extreme precision • Tungsten he
Slide 12: Batteries
BATTERIES OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only No Fluorine, No Lithium Battery • Advance Lithium-ion batteries technologies use LiPF₆ as the dominant electrolyte salt • 4.5% Li , 20.5% P and 75% Fluorine by weight • ~1kg fluorine is required per 1 kWh of battery capacity •
Slide 13: Nuclear Power
NUCLEAR POWER OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Fuel Rods Needs Fluorine - UF6 • Fluorine is a critical reagent in the enrichment of uranium as a nuclear fuel source • Yellow Cake (U3O8) is converted to Uranium Hexafluoride (UF6), Enriched in Centrifuges, used in Nuclear
Slide 14: Defense
DEFENSE OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Fluorine Underpins Military Capability • Fluorine compounds are considered critical for: • Missile guidance electronics (semiconductor etching) • Radar and satellite systems • Jet engine components & high-temperature alloys • Mil
Slide 15: TVN Case Study
TVN CASE STUDY Complimentary Mines & Markets OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only TVN MARKET CAP ~A$800M • Tivan Ltd (TVN.ASX) Speewah Project hosts a JORC compliant Resource of: 43.2 Mt @ 8.3% CaF2 (at a 2% CaF2 cut-off grade) containing 3.6 Mt CaF2 • TVN targeting supplyi
Slide 16: Location & Access
LOCATION & ACCESS OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Large Effective Transport Network • ~220km north of Las Vegas • ~130km east of mining centre Tonopah • ~300km by road from newly established Hawthorne US Strategic Minerals Reserve (US Govt.) • Excellent road and rail a
Slide 17: Epithermal Fluorspar Formation
EPITHERMAL FLUORSPAR FORMATION OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • Fluorspar deposits form in the near surface epithermal environments • Fluorine bearing hydrothermal acidic fluids rise from an intrusive source • The acid reacts with the limestone (CaCO3) and other carbo
Slide 18: Local Geology
LOCAL GEOLOGY OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Multiple Fluorspar Outcrops • Right setting for district-scale project • Quinn Fluorite Project consists of Paleozoic limestones and dolomites • Tertiary volcanism in the area introduced hydrothermal alteration and emplaced
Slide 19: Horseshoe Deposit
HORSESHOE DEPOSIT OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • 26,000 tonnes mined in historic shallow open pits • ~3,000 m2 mapped zone of high-grade fluorspar • Continuous channel samples results include: ❑ 12m @ 68.9% CaF2 including a peak value of 79.7% CaF2 ❑ 7m @ 73.1% CaF2
Slide 20: Horseshoe Deposit
HORSESHOE DEPOSIT OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only View SE of in-pit (channel QCCH2602_1) sampling at Horseshoe. Orange marks indicate 1m samples. 20 Only the reachable extent of the outcrop was sampled. Refer ASX announcement 4 March 2026 and ASX announcement 15 April
Slide 21: Mammoth Deposit
MAMMOTH DEPOSIT OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • ~9,000 m2 mapped zone of high-grade fluorspar • Breccia fill fluorspar with ‘raccoon-tail’ textures • Previous sample results in the main zone including: ❑ Up to 80.1% CaF2 in rock results ❑ 15.2m @ 48% CaF2 in channel
Slide 22: Mammoth Deposit
MAMMOTH DEPOSIT OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Northern extension of Mammoth with fluorspar outcropping and plunging into the side of the hill beneath unmineralized limestone cover. 22 Refer ASX announcement 4 March 2026 and 9 April 2026 and 7 April 2026
Slide 23: The Horseshoe to Jumbo Corridor
THE HORSESHOE TO JUMBO CORRIDOR OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • 1.1km long high intensity alteration zone linking Horseshoe to Jumbo prospects • Intense epithermal alteration including pyrophyllite; alunite-dickite and phyllic alteration – indicative of substantial e
Slide 24: Additional Prospects
ADDITIONAL PROSPECTS OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • Extensive epithermal alteration system • 8km long regional target alteration zone from Dress Circle to Mammoth • Spar Mine 6.1m @ 78% CaF2 in channel sample 6.1m @ 71% CaF2 in channel sample • Big Jim 94% and 90% C
Slide 25: Simple Resource Delineation, Mining & Processing
SIMPLE RESOURCE DELINEATION, OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only MINING & PROCESSING OD6 plans to delineate a Fluorspar resource at Quinn’s through systematic drilling of known mineralisation Based on the project’s mining history and known geology, open pit mining methods
Slide 26: Acquisition Terms
ACQUISITION TERMS Favorable Deal, Based on Success OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Deferred Milestones • Low risk upfront payment of A$75k to acquire 120 day option, • Milestone 1 ($500k) – JORC-compliant extendable for a further 60 days on A$25k payment Indicated Mine
Slide 27: Next Steps
NEXT STEPS OD6 METALS | A CRITICAL MINERALS COMPANY Groundwork Commences For personal use only • Expand systematic channel and rock chip sampling • Validate and replicate historic high-grade results • Undertake detailed geological and structural mapping • Complete soil geochemistry programs • Identi
Slide 28: Splinter Rock Rare Earth Project
For personal use only Splinter Rock Rare Earth Project A Strategic US Critical Mineral Opportunity Tenements REE Clay Basins
Slide 29: Splinter Rock REE Project Highlights
SPLINTER ROCK REE PROJECT HIGHLIGHTS A 100% Owned Australian Critical Minerals Project OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • Strong Rare Earth Demand Fundamentals • 682Mt at 1,338 ppm TREO JORC Resource • High Grade Inside Centre 119Mt at 1,632ppm TREO (Indicated) • ~75% N
Slide 30: Resource Growth Potential
RESOURCE GROWTH POTENTIAL Upside to Towards Billions of Tonnes – Across a Tenement Holding Area of 949 km2 OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • Current resource based on drilling <10% of clay basins identified • Inside Centre has direct extensions of thick REE high-grade
Slide 31: 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) OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Inside Centre to be the focus of future works Refer to ASX Announcement Mineral Resource Estimate Doubles 31
Slide 32: Innovative Processing Steps
INNOVATIVE PROCESSING STEPS Simplified Processing Pathway to Produce High Quality Low Impurity Product OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • Simple acidic heap leach • Capital intensive processing steps removed - tanks, thickening, clay washing, solid liquid separation • 8
Slide 33: Outstanding Metallurgical Results
OUTSTANDING METALLURGICAL RESULTS Rare Earths Recovered with Simple Heap Leach OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • Excellent overall Nd and Pr recovery of Inside Centre Deposit - Extraction by REE ~75% inclusive of impurity removal 80 • Heavy Rare Earth (Gd to Lu + Y) 70
Slide 34: Benchmarking Analysis: Recovered TREO
BENCHMARKING ANALYIS BY A close-up of a logo AI-generated content may be incorrect. RECOVERED TREO OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only East Coast Research analysis highlights OD6 outperforms many of its peers “Recovery-Adjusted TREO Grade aligns resource grade with actual
Slide 35: Next Steps at Splinter Rock
NEXT STEPS AT SPLINTER ROCK Advanced Metallurgical Testwork and Studies OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • ANSTO Testwork Scale Up: o Heap leach Optimisation: Heap Leach duration and kinetics, Acid strength and consumption, Counter current heap configuration, Particle a
Slide 36: Gulf Creek Copper Project
For personal use only Gulf Creek Copper Project Historic High-Grade Copper-Zinc Mine (1896-1912)
Slide 37: Gulf Creek Copper: Perfectly Positioned
GULF CREEK COPPER Perfectly Positioned OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • Tier 1 Location: Northern NSW, Australia • Ideally located with road access to Port of Newcastle • Situated between two renewable energy zones (REZ) • 83km from the nearest gas pipeline and rail l
Slide 38: Early Phase Drilling Confirms High-Grade Copper
EARLY PHASE DRILLING CONFIRMS HIGH-GRADE COPPER OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Exploration Targeting Methodology Continuing to be Optimised • Successful 6 hole maiden drill program confirmed high-grade copper o 8m @ 1.41% Cu, 1.26% Zn, 7.08g/t Ag o 6m @ 1.32% Cu, 2.82
Slide 39: High-Grade Copper Confirmed
HIGH-GRADE COPPER CONFIRMED Very elevated grades (up to 4.6% Cu) within hole GC0004 OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Chip Trays from Hole GC0004 showing the classic VMS stratigraphic succession from hanging wall sediments, jaspilite, disseminate to semi-massive to massi
Slide 40: EM Survey Identifies Off Hole Conductor
EM SURVEY IDENTIFIES OFF HOLE CONDUCTOR STRONG CONDUCTOR – COMPELLING NEW DRILL TARGET OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • DHEM surveying results complete across six drill holes using four surface EM loops • Strong conductor identified approximately 75m beyond the end of
Slide 41: Scale Potential
SCALE POTENTIAL >10km Target Horizon including Historic Murchison Mine OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Refer ASX Announcement New Potential VMS Copper Targets at Gulf Creek 41
Slide 42: Gulf Creek Copper Project Highlights & Next Steps
GULF CREEK COPPER PROJECT HIGHLIGHTS & NEXT STEPS OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only A 100% Owned Australian Critical Minerals Project • Record copper prices supported by strong market fundamentals • Copper up to 4.6% Confirmed in Phase 1 Drilling • High Grade Production
Slide 43: Contact Us
CONTACT US For personal use only CONTACT US REGISTERED OFFICE LUCAS ROBINSON c/o LCP Group Investor Relations Level 1, 1 Alvan Street [email protected] Subiaco WA 6010 +61 408 228 889 Phone: +61 8 6189 8515 Email: [email protected] SHARE REGISTRY Computershare Investor Services Level
Slide 44: Splinter Rock Mineral Resource Estimate
SPLINTER ROCK MINERAL RESOURCE ESTIMATE At 1,000ppm Cut Off Grade OD6 METALS | A CRITICAL MINERALS COMPANY 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