Orbit Resources Limited · ASX:OBT
Orbit Resources — Godolphin Resources — Investor Presentation (December 2025)
22 slides from Orbit Resources's investor presentation, December 2025
Slide 1: Godolphin Resources Limited Investor Presentation December 2025
Godolphin Resources Limited Gold, copper, base metals and rare earths in Australia’s best mining jurisdiction D E C E M B E R 2 0 2 5 | 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 1 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 IT IC AL MIN ER ALS AND F U
Slide 2: 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 Godolphin Resources Limited (Godolphin or Company) (ASX:GRL). Notably, the Presentation in
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 American Rare Earths Limited (ASX:ARR) 12.13% Shares on Issue Options on Issue 696.1m 27.6m BNP PARIBAS NOMINEES PTY LTD IB AU 3.13% Calama Holdings Pty Ltd 2.98% Market Capitalisation Share Price $11.8m $0.017 BNP PARIBAS NOMINEES PTY LTD 2.88% Cash (as
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: 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 9: Lewis Ponds Timeline
LEWIS PONDS TIMELINE 10 Expected early 2026 Driving near-term value through resource expansion and metallurgical de-risking. 10
Slide 10: 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 11: 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 12: 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 13: Narraburra REE – Conceptual Process Flow Sheet
NARRABURRA REE – Conceptual Process Flow Sheet General Meeting 17 July 2025 15
Slide 14: Narraburra Geophysics and Expansion Potential
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 15: 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 two flagship projects containing Gold, Silver and Rare Earths! • JORC 2012 Inferred MR
Slide 16: 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
Slide 17: Appendix 1: Our Values
Godolphin APPENDIX 1: OUR VALUES Operate Ethically and Responsibly, outcome focused and deliver on what we say to add value for all stakeholders We believe in diversity, inclusion, equality a \ with health and safety protocols at the forefront of all operations Technical Effectiveness is a primary o
Slide 18: Appendix 2: Earn-in JV – Great Plains Metals Corporation
APPENDIX 2: Recent Corporate Actions 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
Slide 19: Appendix 2: Option Agreement – Gilmore Minerals – Gundagai Project
APPENDIX 2: 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 Gundagai • G
Slide 20: Appendix 3: Lewis Ponds Additional Information
APPENDIX 3: LEWIS PONDS ADDITIONAL INFORMATION LEWIS PONDS GOLD, SILVER & BASE METALS PROJECT Open Pit Resource: (using a 0.67g/t AuEq cut off) equates to 4.82Mt (3.38Mt indicated & 1.44Mt inferred) @ 0.45g/t Au, 35.89g/t Ag, 1.49% Zn, • Lewis Ponds is an area of near term exploration focus – geophy
Slide 21: Lewis Ponds Gold – Exploration Target
[1] Refer page 9 for gold equivalent metal calculation and assumptions. 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”,
Slide 22: Lewis Ponds IP Survey in Progress
Lewis Ponds IP survey in progress 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
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