Od6 Metals Ltd. · ASX:OD6
Od6 Metals — Investor Presentation (August 2025)
24 slides from Od6 Metals's investor presentation, Aug 27, 2025
Slide 1: OD6 Metals: Australian Rare Earths and Copper
For personal use only August 2025 OD6 Metals Australian Rare Earths and Copper Splinter Rock Rare Earth Project Set to Take Advantage of REE Price Turnaround Maiden Drilling at Gulf Creek Confirms High-Grade Copper in Massive Sulphides ASX:OD6
Slide 2: Important Information
IMPORTANT INFORMATION 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 Certain statements contained in this presentation, including information as to the future financial or of this
Slide 3: Investment Highlights: Two Australian Critical Minerals Projects
INVESTMENT HIGHLIGHTS Two Australian Critical Minerals Projects For personal use only • Strong Rare Earth and Copper Demand Fundamentals • Splinter Rock Rare Earths Project 1 o Outstanding Metallurgical Results to Lower CAPEX o Premium MREC and MREH with High Payability o Offtake Engagement - Americ
Slide 4: Splinter Rock Rare Earth
For personal use only Splinter Rock Rare Earth ASX:OD6 Tenements REE Clay Basins
Slide 5: Critical Magnet Rare Earth Elements
CRITICAL MAGNET RARE EARTH ELEMENTS Four Critical, High Value Metals, Which Captures 90% of the MREC Product Value For personal use only hydrogen helium 1 2 H He lithium beryllium boron carbon nitrogen oxygen fluorine neon 3 4 5 6 7 8 9 10 Li Be Light rare earth elements B C N O F Ne sodium magnesiu
Slide 6: Globally Significant Clay-Hosted Rare Earth Discovery
GLOBALLY SIGNIFICANT CLAY-HOSTED RARE EARTH DISCOVERY Inside Centre to be the Cornerstone Deposit at Splinter Rock For personal use only • 682Mt at 1,338 ppm TREO (at a 1,000ppm cut-off grade) for 910 kt contained TREO 1 • High-value MagREO represents an average of ~23% of TREO grade for 205 kt cont
Slide 7: 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) For personal use only Inside Centre to be the focus of future works Refer to ASX Announcement Mineral Resource Estimate Doubles OD6 METALS | AUSTRALIAN CRITICAL MINERALS 7
Slide 8: Resource Growth Potential
RESOURCE GROWTH POTENTIAL Upside to Towards Billions of Tonnes For personal use only • Current resource based on drilling <10% of clay basins identified • Inside Centre has direct extensions of thick REE high-grade zones pending extensional drilling • Centre Basin Extends >30km to the NE to Tighthea
Slide 9: Outstanding Metallurgical Results
OUTSTANDING METALLURGICAL RESULTS Rare Earths Recovered with Simple Heap Leach For personal use only • Simple acidic heap leach OD6-C1 (Inside Centre) Extraction by Element 100 • Capital intensive processing 90 steps removed - tanks, Heap Leach Recovery (%) 80 thickening, clay washing, solid 70 liqu
Slide 10: Innovative Processing Steps
INNOVATIVE PROCESSING STEPS Simplified Processing Pathway to Produce High Quality Low Impurity Product For personal use only Recycle Acid Binder MREC/H Excavate Agglomeration Heap leach Nanofiltration Ion Exchange Impurity Mixed Rare Earth Removal Carbonate / Hydroxide Precipitate • 84.5% Acid Recyc
Slide 11: Prime Location for Future Development
PRIME LOCATION FOR FUTURE DEVELOPMENT Existing Infrastructure a Key Differentiating Factor For personal use only ESTABLISHED READY ACCESS TO SERVICED BY EXISTING LOCAL RENEWABLE ESPERANCE TOWNSHIP ESPERANCE BULK PORT ROAD NETWORK POWER CONNECTED • Proximate to large • Esperance Port handles • Establ
Slide 12: Benchmarking Shows Potential Low Capex Project
BENCHMARKING SHOWS POTENTIAL LOW CAPEX PROJECT OD6 IXR MEI VMM VTM BCM LIN ILU ARU For personal use only Location Australia Uganda Brazil Brazil Australia Brazil Malawi Australia Australia Hard Rock Hard Rock Hard Rock Ore Type Clay Hosted Clay Hosted Clay Hosted Clay Hosted Clay Hosted Clay Hosted
Slide 13: Direct Equity Investment from the Pentagon in MP Materials
DIRECT EQUITY INVESTMENT FROM THE PENTAGON IN MP MATERIALS US Department of Defense investment followed by US$500M rare earth magnet supply agreement with Apple For personal use only US Department of The direct equity The deal includes Subsequently, Apple Defense are investing investment of offtake
Slide 14: Gulf Creek Copper
For personal use only Gulf Creek Copper Historic High-Grade Copper-Zinc Mine (1896-1912) ASX:OD6
Slide 15: Maiden Drilling Complete & Phase Ready
MAIDEN DRILLING COMPLETE & PHASE 2 READY Exploration Targeting Methodology Confirmed For personal use only • Successfully 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% Zn, 9.02g/t Ag o 1m @ 4.33% Cu, 1.02% Zn, 2.5g/t Ag • Strong
Slide 16: Gulf Creek Copper – High Grade VMS System
GULF CREEK COPPER – HIGH GRADE VMS SYSTEM Formation of a copper and zinc rich VMS System with magnetite association For personal use only Gulf Creek is a Classic VMS System Formed on the sea-floor when hydrothermal vents deposited copper rich sulphides OD6 METALS | AUSTRALIAN CRITICAL MINERALS 16
Slide 17: Gulf Creek – High-Grade Copper Confirmed
GULF CREEK – HIGH-GRADE COPPER CONFIRMED Very elevated grades (up to 4.6% Cu) within hole GC0004 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 massive sulphides to footwall bas
Slide 18: Magnetic Susceptibility and Mineralisation
MAGNETIC SUSCEPTIBILITY AND MINERALISATION Magnetism Correlates with Copper in GCC004 For personal use only Mineralised zone – Footwall basalts Hanging wall Footwall Bobs Creek formation strongly magnetic moderately exhalative jaspilite sediments – low Non-Magnetic sediments either side of the 30 No
Slide 19: VMS Systems Known for Repeat Structures
VMS SYSTEMS KNOWN FOR REPEAT STRUCTURES Multiple Extensional and Repeat Magnetic Targets Indicated by 3D Inversion Modelling1 For personal use only • Geophysical modelling has identified multiple, high priority and untested targets 1 • 7 priority holes at Big Bend, NorthWest and West Limb Targets ~1
Slide 20: Untested Repeat Magnetic Targets – Time for Testing!
UNTESTED REPEAT MAGNETIC TARGETS – TIME FOR TESTING! Similar magnetic features to the Historic Gulf Creek Copper Mine For personal use only Big Bend NorthWest West Limb Planned drill hole cross section into each of the three magnetic targets. Each shell shows modelled magnetic content . White being
Slide 21: Corporate Snapshot
CORPORATE SNAPSHOT High Calibre Leadership Team and Tight Capital Structure For personal use only Capital Structure ASX: OD6 Price per share 1 A$0.062 Total number of shares on issue 1 198.93M Performance rights and options 2 86.87M Market capitalisation (undiluted) 1 A$12.3M Mr Brett Mr Piers Dr Mi
Slide 22: Contact
CONTACT CONTACTUS For personal use only US REGISTERED OFFICE LUCAS ROBINSON c/o LCP Group Investor Relations Level 1, 50 Kings Park Road [email protected] West Perth WA 6005 +61 408 228 889 Phone: +61 8 6189 8515 Email: [email protected] SHARE REGISTRY Computershare Investor Services
Slide 23: Splinter Rock Mineral Resource Estimate
SPLINTER ROCK MINERAL RESOURCE ESTIMATE At 1,000ppm Cut Off Grade 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 22.4% Centre Inferred 276 1,342 65 228 3
Slide 24: Splinter Rock Mineral Resource Estimate: Quality Over Quantity
SPLINTER ROCK MINERAL RESOURCE ESTIMATE Focused on Quality Over Quantity of Resource For personal use only Cut-off grade Tonnes TREO Contained TREO MagREO MagREO Contained MagREO (ppm TREO) (Mt) (ppm) (k tonne) (ppm) (% of TREO) (k tonnes) 400 2,226 884 1,968 201 22.7% 447 A QUALITY MRE 600 1,654 10