Alkane Resources Ltd · ASX:ALK
Alkane Resources — Shareholder Meeting (November 2026)
39 slides from Alkane Resources's shareholder meeting presentation, Nov 5, 2026
Slide 1: Annual General Meeting
rsonal use only Annual General Meeting Nic Earner: Managing Director & CEO November 2026 © 2026 Alkane Resources | ASX:ALK | TSX:ALK | OTCQX:ALKRY 1
Slide 2: Important Notices and Disclaimer
Important Notices and Disclaimer This presentation is current as at 5 November 2026 and has been prepared by Alkane Resources Limited (ASX: ALK, TSX: ALK, OTCQX: ALKRY) (Alkane) based on information available to it at the time of preparing this presentation. No representation or warranty, express or
Slide 3: Important Notices and Disclaimer
Important Notices and Disclaimer For the purposes of National Instrument 43-101 – Standards of Disclosure for Mineral Projects (‘NI 43-101’), the scientific and technical information contained in this presentation has been prepared under the supervision of, and approved by, Mr Chris Davis, who is a
Slide 4: Alkane – a Mid-Tier Gold Company
Alkane – a Mid-Tier Gold Company Gold, Antimony, Scale, Balance Sheet & Growth rsonal use only Capital Structure3 BODA-KAISER TOMINGLEY Ordinary Shares 1,366.2 million Aitik Cadia NSW Share Price (30 October 2026) A$1.61 / US$1.13 Sydney BJÖRKDAL Market Capitalisation A$2,200m / US$1,540m Skellefteå
Slide 5: FY2027 Guidance
FY2027 Guidance1 Tomingley Costerfield Björkdal Consolidated rsonal use only Gold produced Koz 78 – 84 37 – 39 41 – 45 156 – 168 Antimony produced Tonnes n/a 1,200 – 1,500 n/a 1,200 – 1,500 Gold equivalent produced2 Koz 78 – 84 44 – 48 41 – 45 163 – 177 Tomingley Costerfield Björkdal Consolidated A$
Slide 6: FY2027 Q1 Actual
FY2027 Q1 Actual1 Tomingley Costerfield Björkdal Consolidated rsonal use only Gold produced Koz 21.5 7.8 10.5 39.8 Antimony produced Tonnes n/a 396 n/a 396 Gold equivalent produced2 Koz 21.5 8.7 10.5 40.7 Tomingley Costerfield Björkdal Consolidated A$/AuEq oz 2,340 3,194 3,012 2,805 All-in sustainin
Slide 7: Tomingley (Australia)
rsonal use only Tomingley (Australia) HIGH-PERFORMING GOLD MINE POSITIONED FOR GROWTH 7
Slide 8: Tomingley Gold Mine: Reliable, Long-term Production in NSW
Tomingley Gold Mine Reliable, Long-term Production in NSW rsonal use only • Underground at Roswell, Caloma 1 and 2 Current Mining • Future Open Pit at San Antonio, Roswell Saleable Product Gold doré Processing • 1M tpa process plant, run-rate at +1.3M tpa Reserves1 P&P: 0.641 Moz (11.41Mt @ 1.7 g/t
Slide 9: Tomingley Gold Mine: Expanding Near Mine Mineral Resource
Tomingley Gold Mine Expanding Near Mine Mineral Resource Wyoming 1 Wyoming 3 rsonal use only 6 7 Macleans 5 2 4 3 Caloma 1 Caloma 2 1 San Antonio Roswell MacPhails + Western Monzodiorite 1 Macleans Extension 4 Roswell Western Monzodiorite 7 San Antonio Positive results around secondary yet thin oreb
Slide 10: Tomingley Gold Mine: Expanding Near Mine Mineral Resource
Tomingley Gold Mine Expanding Near Mine Mineral Resource Tomingley 2 rsonal use only 1 Tomingley One and Two 1 Drilling completed, interpreting results. Tomingley 1 5 2 El Paso Patons Wyoming ~5,400 m diamond program completed. Assays pending. Caloma 6 4 Glen Isla 3 Peak Hill Roswell Announcem
Slide 11: Newell Highway – Forecast April 2027 Completion
Tomingley Gold Mine Newell Highway – Forecast April 2027 Completion rsonal use only ALKANE RESOURCES | ASX:ALK | TSX:ALK | OTCQX: ALKRY 11
Slide 12: Tomingley Gold Mine: Peak Hill
Tomingley Gold Mine Peak Hill rsonal use only The opportunity 108 koz Inferred Resource (1.02 Mt at 3.29 g/t, 2 g/t cut-off)1. Concept work at lower cut-offs suggests potential for a larger bulk target2. Deep drilling shows the system extends ~1 km below the pit. Q4 2026 Q1 2027 2027+ Now Scoping st
Slide 13: Costerfield (Australia)
rsonal use only Costerfield (Australia) ONE OF THE WORLD’S HIGHEST-GRADE GOLD AND ANTIMONY MINES 13
Slide 14: Costerfield Gold-Antimony Mine
Costerfield Gold-Antimony Mine High Grade Narrow Vein Mining in Victoria Current Mining Underground at Youle and Shepherd rsonal use only Saleable Product Gold gravity | Gold and antimony concentrate Processing 150,000 tpa 0.170 Moz Au | 15 kt Sb | 0.276 Moz AuEq3 Reserves1 (0.960 Mt @ 5.5 g/t Au an
Slide 15: Costerfield: Near Mine Exploration
Costerfield Gold-Antimony Mine Near Mine Exploration Brunswick South rsonal use only True Blue Brunswick Cuffley 1 Augusta 2 N 3 Kendal Youle Sub KC Shepherd 1 Brunswick South 2 Cuffley-Augusta 3 Kendall Drilling has indicated a potential western structure, Potential for small ore Reserve Southern u
Slide 16: Costerfield: Regional Exploration
Costerfield Gold-Antimony Mine Regional Exploration Targeted regional testing has ramped up with rsonal use only improved ground conditions: Youle & Shepherd Workings True Blue Corridor 1 1 Northern Dykes 4+km of shallow workings Drilling is underway within identified similar and geochemical signa
Slide 17: Nagambie Drilling Update
Costerfield Gold-Antimony Mine Nagambie Drilling Update rsonal use only High grade zones largely confirmed with additional wider zones identified Depth and strike extensions confirmed on C2 Additional mineral trend intercepted to West (C3) Drilling continues along strike and at depth, two rigs on si
Slide 18: Björkdal (Sweden)
rsonal use only Björkdal (Sweden) LONG LIFE UNDERGROUND AND OPEN CUT GOLD MINE 18
Slide 19: Björkdal Gold Mine: Long-term Production in Sweden
Björkdal Gold Mine Long-term Production in Sweden rsonal use only Current Mining Underground and Open Pit Saleable Product Gold concentrate Processing 1.4M tpa Reserves1 0.54 Moz Au (13.1Mt @ 1.29 g/t Au) Resources (MI) 2 1.40 Moz Au (20.4Mt @ 2.14 g/t Au) FY2025 Production3 41.4 koz Au FY2026 Produ
Slide 20: Björkdal: Focused on Delivering High Margin Ore
Björkdal Gold Mine Focused on Delivering High Margin Ore 1 Eastern Extension rsonal use only Drilling early in the quarter covered the planned ramp position A’ system and the eastern extension of the Central Zone. 2 North Zone Current focus is the upper limits of the system below the marble North Zo
Slide 21: Björkdal Gold Mine: Regional Exploration
Björkdal Gold Mine Regional Exploration rsonal use only Regional drilling planned to start in early 2027, after Storheden Extension and Infill drilling. 5 1 Norrberget – Test down dip extension of the Mineral Resource.1 Storheden North – Testing anticlinal position within the 2 mineralised corridor
Slide 22: Björkdal Gold Mine: Tailings Dam & Storheden
Björkdal Gold Mine Tailings Dam & Storheden rsonal use only ALKANE RESOURCES | ASX:ALK | TSX:ALK | OTCQX: ALKRY 22
Slide 23: Reserve Growth
rsonal use only Reserve Growth GROWTH ALL ROUND 23
Slide 24: Mineral Resource and Ore Reserve Growth All Round in Annual Update
Mineral Resource and Ore Reserve Growth All Round in Annual Update Ore Reserve Growth rsonal use only Group Ore Reserves 6.2% Net of depletion 1600 96 Contained Metal in Ore Reserves now at: 1400 192 116 276 P&P = 1.37 Moz Au + 15 kt Sb1 232 65 1200 Replaced depletion at all sites 1000 Increased Ore
Slide 25: Lupin Gold Mine
rsonal use only Lupin Gold Mine RECLAMATION & OPPORTUNITY 25
Slide 26: Lupin Gold Mine: Location & Logistics
Lupin Gold Mine Location & Logistics rsonal use only Located in Kitikmeot Region, Nunavut Nearest community is Kugluktuk, ~285km to the NW Nearest all-season road & airstrip is at Yellowknife Access is fly-in year- round and winter road for heavy haul ALKANE RESOURCES | ASX:ALK | TSX:ALK | OTCQX: AL
Slide 27: Lupin Gold Mine: Transformational Reclamation
Lupin Gold Mine Transformational Reclamation rsonal use only Spent to date 2027 forecast 2028 forecast ~$30m Through 2026 ~$7m On-site works and indirects ~$11m Includes winter road and demob. BEFORE · SEPTEMBER 20, 2025 AFTER · OCTOBER 4, 2026 ALKANE RESOURCES | ASX:ALK | TSX:ALK | OTCQX: ALKRY 27
Slide 28: Boda-Kaiser (Australia)
rsonal use only Boda-Kaiser (Australia) LARGE-SCALE DEVELOPMENT PROJECT 28
Slide 29: Boda-Kaiser: A Significant Gold-Copper Project
Boda-Kaiser A Significant Gold-Copper Project in a Premier Location rsonal use only 14.7 Moz AuEq1,2 in Resources ~65% in Indicated Category Scoping study at 20 Mtpa throughput Au = A$3,500/oz July 2024 Scoping Study2 Cu = A$15,000/t (~US$2,334/oz) (~US$10,000/t) produced over LOM: • 2,057,000 oz of
Slide 30: Boda-Kaiser: Potential Timeline
Boda-Kaiser Potential timeline 2025 2026 2027 2028 2029 2030 2031 2032 2033 rsonal use only Stakeholder Consultation Environmental Studies Property Negotiations Site Selection Rail, Power, Road, Water & Windfarm Negotiations Pre-Feasibility Study Project Approvals Bankable Feasibility Study Financin
Slide 31: The Next Months: What Are We Looking to Achieve?
The Next 12 Months What are We Looking to Achieve? rsonal use only To deliver on production To seek to expand Mineral Resources at all three mine sites To complete the Newell Highway project To progress the Storheden development To complete a pre-feasibility study for Boda-Kaiser To continue to eval
Slide 32: Thank You
rsonal use only Thank You ASX: ALK Alkane Contact Information: Natalie Chapman Corporate Communications Manager TSX: ALK +61 418 642 556 [email protected] OTCQX: ALKRY alkres.com @alkane-resources-ltd @alkaneresources 32
Slide 33: Appendix: Reserves and Resources Statements
rsonal use only Appendix RESERVES AND RESOURCES STATEMENTS 33
Slide 34: Tomingley Reserves and Resources Statement
Tomingley Reserves and Resources Statement1 rsonal use only Tomingley Operations – Mineral Resources (at 30 June 2026) Measured Indicated Total M&I Inferred Deposit Tonnes Grade Tonnes Grade Tonnes Grade Contained Tonnes Grade Contained (kt) (g/t Au) (kt) (g/t Au) (kt) (g/t Au) Gold (koz) (kt) (g/t
Slide 35: Tomingley Reserves and Resources Statement
Tomingley Reserves and Resources Statement1 rsonal use only Tomingley Operations – Ore Reserves (at 30 June 2026) Proved Probable Total Deposit Tonnes Grade Tonnes Grade Tonnes Grade Contained Gold (kt) (g/t Au) (kt) (g/t Au) (kt) (g/t Au) (koz) Open Pittable Reserves (cut-off 0.4g/t Au) San Antonio
Slide 36: Costerfield Reserves and Resources Statement
Costerfield Reserves and Resources Statement1 rsonal use only Costerfield Operations – Mineral Resources (at 30 June 2026) Contained Resources Tonnes Gold Grade Antimony Contained 1. The Mineral Resource is estimated as of 2026 with depletion through to 30 June 2026. Category Antimony 2. Tonnes are
Slide 37: Björkdal Reserves and Resources Statement
Björkdal Reserves and Resources Statement1 rsonal use only Björkdal – Mineral Resources (at 30 June 2026) Tonnes Grade Contained Gold Location Area (kt) (g/t Au) (koz) Measured Mineral Resources Björkdal Underground 1,278 2.48 102 Indicated Mineral Resources Open Pit 4,102 1.62 214 Björkdal Undergro
Slide 38: Björkdal Reserves and Resources Statement
Björkdal Reserves and Resources Statement1 rsonal use only Björkdal – Ore Reserves (at 30 June 2026) Tonnes Grade Contained Gold Location Area (kt) (g/t Au) (koz) Proven Ore Reserves Notes: 1. Björkdal Mineral Reserves are estimated using drill hole and sample data as of 01 January 2026 and depleted
Slide 39: Boda-Kaiser Reserves and Resources Statement
Boda-Kaiser Reserves and Resources Statement1 rsonal use only Indicated Inferred Total Metal Deposit Tonnes Au Cu Tonnes Au Cu Tonnes AuEq1 Au Cu AuEq1 Au Cu (Mt) (g/t) (%) (Mt) (g/t) (%) (Mt) (g/t) (g/t) (%) (Moz) (Moz) (Mt) Open Pittable Resources (cut-off 0.3g/t AuEq) Boda 191 0.36 0.17 42 0.29 0
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