Orbit Resources Limited · ASX:OBT
Orbit Resources — Godolphin Resources — Investor Webinar (July 2026)
15 slides from Orbit Resources's conference presentation, Jul 16, 2026
Slide 1: Godolphin Resources Limited Webinar Presentation
Godolphin Resources Limited WEBINAIR| PRESENTATION | ASX:GRL 1 GOLD, SILVER, BASE METALS AND RARE EARTHS IN AUSTRALIA’S PREMIER MINING PROVINCE – THE LACHLAN FOLD BELT, NEW SOUTH WALES 1 6 J U L Y 2 0 2 6
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: Why Godolphin? Investment Highlights
WHY GODOLPHIN? Investment Highlights 3,035+ 4 30.1 ~A$15 km² JORC COMPLIANT MRE’s Moz Ag M cap Prospective tenure across the Mineral resource estimates Plus 630 koz gold contained at Deep value versus a multi- Lachlan Fold Belt, NSW across the portfolio flagship Lewis Ponds project asset base 100% A
Slide 4: An established precious, base metals & critical minerals explorer and developer
COMPANY OVERVIEW An established precious, base metals & critical minerals explorer and developer Godolphin Resources (ASX: GRL) is an ASX-listed Australian resources company with a 100%-controlled portfolio in the Lachlan Fold Belt — a world-class gold, copper and rare earth province of New South Wa
Slide 5: A diversified project portfolio
ASSET BASE A diversified project portfolio Six projects spanning gold, silver, copper, base metals and rare earths across 3,038+ km² of the Lachlan Fold Belt, NSW. F L AG S H I P Lewis Ponds 100% Narraburra – 100% Yeoval – JV – 49% Gold · Silver · Base Metals Rare Earth Elements Porphyry Copper, Gol
Slide 6: A year of consistent delivery
12-MONTH REVIEW A year of consistent delivery Resource growth, a maiden Scoping Study and a new discovery at Lewis Ponds, with the Narraburra rare earths spin-out advancing to IPO. AU G 2 0 2 5 DEC 2025 M AR C H 2 0 2 6 JUN 2026 Maiden resource upgrade Second MRE upgrade Drilling commenced New disco
Slide 7: Lewis Ponds: High-grade gold & silver, with a development pathway
LEWIS PONDS High-grade gold & silver, with a development pathway 100%-owned · 148 km² · 15 km east of Orange, NSW 17.52 Mt 630 koz Gold 30.1 Moz (9.09Mt Indicated & 8.43Mt Inferred) Contained gold @ 1.12 g/t Au, or Contained silver @ 53.3 g/t Ag @ 1.12g/t Au, 53.34g/t Ag, 2.06% Zn, 3.03g/t AuEq* for
Slide 8: Open in every direction
GROWTH ENGINE · LEWIS PONDS Open in every direction A 9km mineralised trend, with a defined deposit that remains open along strike and at depth — fresh discoveries and defined exploration targets point to a materially larger resource. 01 New sulphide discovery 02 Copper-lode exploration target June
Slide 9: Maiden drill hole intersects massive sulphide system south of Lewis Ponds
COUSIN JACK Maiden drill hole intersects massive sulphide system south of Lewis Ponds Multiple mineralised sulphide domains Drillhole GLPRCDD003 intersected high-grade lodes:# • Upper Domain: 79m @ 1.3% ZnEq* (0.84% Zn, 0.12% Pb, 0.06% Cu, 5.19g/t Ag, 0.02g/t Au) from 311m including: • 15m @ 2.8% Zn
Slide 10: Unlocking rare-earth value
RARE EARTHS · NARRABURRA Unlocking rare-earth value EL8420 The 100%-owned Narraburra project is one of Australia's most prospective clay- hosted rare earth deposits, with metallurgical test work returning 80-95% 2023 JORC MRE extraction rates for high value magnet REEs (Nd, Pr, Dy, Tb) and high Yttr
Slide 11: A structural silver deficit and strong bull market for gold
MACRO TAILWIND A structural silver deficit and strong bull market for gold Years of mining underinvestment have left silver supply unable to keep pace with surging industrial demand — a powerful tailwind for new high-grade silver inventory. Gold price forecasts Source: J.P. Morgan Commodities Resear
Slide 12: A compelling sum-of-the-parts
VALUATION A compelling sum-of-the-parts A market capitalisation of roughly A$15 million sits well below the combined value of Godolphin's individual assets — each pillar alone could rival the current enterprise value. 630 koz Au + 30.1 Moz Ag plus copper, zinc and lead credits, with a Lewis Ponds co
Slide 13: A pipeline of near-term catalysts
STRATEGY & OUTLOOK A pipeline of near-term catalysts Focused on becoming an integral producer in Australia's critical minerals and future-metals supply chain — through a multi- discovery, low-capital-entry strategy. H1 2026 Mid 2026 H2 CY2026 Ongoing Lewis Ponds Yeoval–Goodrich Matrix Critical Gold
Slide 14: Proven board & management
LEADERSHIP Proven board & management JR Jeremy Read JO Jeneta Owens AS Amanda Sparks N O N - E XE C U T I V E C H AI R M AN M AN AG I N G D I R E C T O R N O N - E XE C U T I V E D I R E C T O R A seasoned mining executive with a proven track Well respected geologist, has led Godolphin since Experie
Slide 15: A deep-value gateway to gold, silver and rare earths
INVESTMENT SUMMARY A deep-value gateway to gold, silver and rare earths 630 koz gold and 30.1 Moz silver with a development pathway Lewis Ponds leveraged to a structural, multi-year silver supply deficit and strong gold bull market Narraburra rare-earths IPO spin-out set to crystallise value for Nar