Od6 Metals Ltd. · ASX:OD6
Od6 Metals — Shareholder Meeting (July 2026)
29 slides from Od6 Metals's shareholder meeting presentation, Jul 20, 2026
Slide 1: Quinn Fluorspar Acquisition – A Strategic US Critical Mineral Opportunity
For personal use only Corporate Update EGM 20 July 2026 Quinn Fluorspar Acquisition A Strategic US Critical Mineral Opportunity ASX : OD6 20 July 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: Corporate Snapshot
CORPORATE SNAPSHOT Capital Structure ASX: OD6 OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Price per share 1 A$0.099 Total number of shares on issue 2 291.375 M Unlisted options 2 38.55 M Listed 10c options (ASX:OD6O) 2 33.7 M Mr Brett Mr Piers Dr Mitch Dr Darren Hon Julie Hazelden
Slide 4: Rapid Value Creation
RAPID VALUE CREATION OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only ✓ Option exercised securing one of the largest undeveloped high-grade fluorspar projects in the United States – 9 June 2026 ✓ Project expanded almost five-fold to 226 mining claims (4,670 acres / 1,890ha) creating a
Slide 5: About Fluorspar: A ~US$4.3 Billion Global Market
Long Term Forecast for Fluorspar and Demand (kt) ABOUT FLUORSPAR A ~US$4.3 Billion Global Market OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • Fluorspar is the main mineralogical source of fluorine • High-grade fluorspar is typically upgraded through simple processing to produce c
Slide 6: Critical Mineral Supply Risk
CRITICAL MINERAL SUPPLY RISK US 100% Import Reliant OD6 METALS | A CRITICAL MINERALS COMPANY Price Forecast to Increase For personal use only • Fluorspar is officially recognised as a U.S. critical China, Mongolia and Mexico dominate global supply mineral, underpinning national security, concentrate
Slide 7: Strategic Positioning
STRATEGIC United States, initiatives such as the “FAST-41” POSITIONING 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 domestic Trump administ
Slide 8: 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 9: 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 10: Local Geology
LOCAL GEOLOGY OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Multiple Fluorspar Outcrops • Right setting for district-scale project • Quinn Fluorspar Project consists of Paleozoic limestones and dolomites • Tertiary volcanism in the area introduced hydrothermal alteration and emplace
Slide 11: Horseshoe to Big Jim Corridor
HORSESHOE TO BIG JIM CORRIDOR Full System Targets EMERGING. Drill Permitting Underway OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only 11
Slide 12: Horseshoe to Big Jim Corridor
HORSESHOE TO BIG JIM CORRIDOR OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • 1.5km long high-intensity alteration zone linking Horseshoe to Big Jim prospects • Intense epithermal alteration including pyrophyllite; alunite-dickite and phyllic alteration – indicative of substantial e
Slide 13: Horseshoe Deposit
HORSESHOE DEPOSIT • 26,000 tonnes mined in historic shallow open pits OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • ~3,000 m2 mapped zone of high-grade fluorspar • Continuous channel samples results include: ❑ 15m @ 75.8% CaF2 including a peak value of 79.7% CaF2 ❑ 50m @ 63.9CaF2
Slide 14: Horseshoe Deposit
HORSESHOE DEPOSIT OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Historic drilling with outstanding high- grade fluorspar (CaF2) drill intercepts include: • 14.3m @ 70.9% CaF2 (from surface) – H4 ▪ Peak result of 84% CaF2 over 1.5m • 14.0m @ 59.9% CaF2 (from 19.5m) - H2 ▪ Peak result
Slide 15: Big Jim Deposit
BIG JIM DEPOSIT OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • Historic Workings from 1940s rediscovered • Massive purple fluorspar vein, inferred as historically reported lode reported with up to 98.6% CaF2 • Exposed footwall breccia with lower contact not exposed (may be wider) i
Slide 16: Big Jim Deposit
BIG JIM DEPOSIT OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Spectacular purple fluorspar at Big Jim 16 Refer ASX announcement 4 March 2026 and 9 April 2026 and 7 April 2026
Slide 17: 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 18: 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. 18 Refer ASX announcement 4 March 2026 and 9 April 2026 and 7 April 2026
Slide 19: Additional Prospects
ADDITIONAL PROSPECTS OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • Spar Mine 6.1m @ 78% CaF2 in channel sample • Dress Circle: a 2km by 1.8km zone of intense alteration with F pathfinders • Blue Bell – up to 88.8% CaF2 in historic results in veins with stock-work breccia • Bonanza
Slide 20: 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 21: Acidspar & Metspar Production Potential
ACIDSPAR & METSPAR PRODUCTION POTENTIAL OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only • Reviewed results suggest Quinn mineralisation may be "In just four months, OD6 has transformed capable of producing Acidspar & Metspar Quinn from a historic project into a district scale, critica
Slide 22: 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 23: Next Steps
NEXT STEPS OD6 METALS | A CRITICAL MINERALS COMPANY Systematic Exploration and Development Pathway For personal use only • Finalise completion of the Quinn transaction • Receipt and interpretation of pending assay results • Complete geological modelling and drill targeting • On-going detailed geolog
Slide 24: 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 25: Batteries
BATTERIES OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only No Fluorine, No Lithium Battery • Advanced 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 26: Nuclear Power
NUCLEAR POWER OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only Fuel Rods Need 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 27: 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 28: TVN Case Study
TVN CASE STUDY Complementary Mines & Markets OD6 METALS | A CRITICAL MINERALS COMPANY For personal use only TVN MARKET CAP ~A$640M • 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 29: 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