Orbit Resources Limited · ASX:OBT
Orbit Resources — Godolphin Resources — Shareholder Meeting (July 2025)
18 slides from Orbit Resources's shareholder meeting presentation, Jul 17, 2025
Slide 1: Godolphin Resources Limited
Godolphin Resources Limited Gold, copper, base metals and rare earths in Australia’s best mining jurisdiction 1 7 J u l y 2 0 2 5 | E G M | A S X : G R L 15 FO CUSED O N BECO MING AN IN T EG R AL PR O DU C ER IN AU ST R ALIA’S C R IT IC AL MINERALS AN D FU T U R E METALS SU PPLY C HAIN COP P ER -G O
Slide 2: Disclaimer and Competent Persons Statement
DISCLAIMER AND COMPETENT PERSONS STATEMENT C O M P E T E N T P E R S O N S S TAT E M E N T 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
Slide 3: Corporate Snapshot
CORPORATE SNAPSHOT Major shareholders % held American Rare Earths Limited 18.92% Shares on Issue Options on Issue (ASX:ARR) 448.9m 20.19m Calama Holdings Pty Ltd 2.43% Market Capitalisation Share Price B O'Shannassy and Associates 2.41% $4.9m $0.011 Ian Buchhorn and Associates 2.37% Cash (as at 30 J
Slide 4: 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 5: 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 • Area was an active historical mining centre – project hosts extensive historic gold and base metals workings • Project has a JORC 2012 Inferred MRE of 6.2Mt @ 2.0 g/t gold, 80 g/t silver
Slide 6: Lewis Ponds Gold – 2024-25 Drilling Results
LEWIS PONDS GOLD – 2024-25 DRILLING RESULTS GLPDD005 high grade drill results GLPDD008 High grade drill results with 14.3m @ 2.06g/t AuEq* from 2.1m 31.25m at 3.13g/t AuEq from 122.25m • Hole finished in mineralisation - hole including: terminated due to intersecting void 16.40m at 4.90g/t AuEq • Sp
Slide 7: Lewis Ponds Exploration Potential
LEWIS PONDSAND DISCLAIMER EXPLORATION COMPETENT POTENTIAL PERSONS STATEMENT • Spicer’s & Tom’s Lodes open to the north, south and at depth – no drilling undertaken to date • Large gaps within the resource – infill drilling can provide upside • Expansion potential with recently identified Torphy’s lo
Slide 8: 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 9: 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 • C
Slide 10: Lewis Ponds Timeline – July – October 2025
LEWIS PONDS TIMELINE – July – October 2025 24 10
Slide 11: 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 12: Narraburra Rare Earth Distribution
NARRABURRA RARE EARTH DISTRIBUTION TOTAL RARE EARTH OXIDES (TREO) VERSUS TOTAL PERMANENT MAGNET MINERAL OXIDES (MREO) DISTRIBUTION 2 MREO 24% 1 TREO = 550.45ppm 76% 26 1 Total Rare Earth Oxides (TREO) = Total REOs (La2O3 + CeO2 + Pr6O11 + Nd2O3 + Sm2O3 + Eu2O3 + Gd2O3 + Tb4O7 + Dy2O3 + Ho2O3 + Er2O3
Slide 13: 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 Slurry leach results indicate MREO extraction rates up to 90% with limited deleterious element (impurity) extraction and low (1.2kg/t) acid consumption Phase 3
Slide 14: MREC Composition Vale vs Peers
MREC COMPOSITION VALE v’s PEERS 28 14 General Meeting June 2024
Slide 15: Earn In JV – Great Plains Metals Corporation
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 a 51% interest in God
Slide 16: Investment Summary
INVESTMENT SUMMARY EXCEPTIONAL OPTIONALITY & MULTICOMMODITY EXPOSURE • Extensive foothold in the Lachlan Fold Belt, NSW’s premier mining and exploration jurisdiction • Four JORC 2012 MREs across project suite with a current resource inventory of 519koz gold • JORC 2012 Inferred MRE at Lewis Ponds of
Slide 17: Contact
CONTACT GODOLPHINRESOURCES.COM.AU Jeneta Owens – Managing Director 31 [email protected] 10/259 Clergate Rd Orange, NSW, 2800 Australia +61 417 344 658
Slide 18: Questions?
General Meeting – Thursday 17 July 2025 QUESTIONS ? General Meeting 2025 32
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