Magnetic Resources Nl · ASX:MAU
Magnetic Resources Nl — Investor Presentation (June 2025)
33 slides from Magnetic Resources Nl's investor presentation, Jun 23, 2025
Slide 1: Lady Julie Gold Resource Increase and Project Update
Magnetic Resources Lady Julie Gold Resource Increase and Project Update June 2025
Slide 2: Disclaimer
DISCLAIMER The information contained in this presentation has been prepared by Magnetic Resources NL (“MAU” or “Company”). This presentation is not an offer, invitation, solicitation or other recommendation with respect to the subscription for, purchase or sale of any securities in MAU. This present
Slide 3: Reliance on Third Party Information
RELIANCE ON THIRD PARTY INFORMATION The views expressed in this Presentation contain information that has been derived from third party sources that have not been independently verified. No representation or warranty is made as to the accuracy, completeness or reliability of the information. MINERAL
Slide 4: Executive Summary
magnetic resources Executive Summary
Slide 5: Investment Highlights
Investment Highlights Resources ▪ High-grade resource in a world class gold belt known for producing quality, long life mines ▪ Located near key infrastructure with under-utilised processing capacity Infrastructure ▪ Well established mining jurisdiction and associated permitting framework LJGP Resou
Slide 6: Company and Asset Overview
magnetic resources Company and Asset Overview
Slide 7: Corporate Overview
Corporate Overview Capitalisation Summary1 Top Shareholders ASX Ticker MAU 20.6% Board and Management Share price A$/sh 1.57 30.6% Shares outstanding #m 268.3 Chim Seng Oan Partly paid shares @ $0.20 #m 20.4 Dale Alcock Options and Performance Rights #m 12.5 13.1% Market capitalisation A$m 421.2 Oth
Slide 8: Updated Laverton Region Mineral Resource Estimate
Updated Laverton Region Mineral Resource Estimate 1 Portfolio of 100%-owned tenements in a world-class gold belt, close to well-established infrastructure Low discovery cost of A$11/oz for all Resources Contained Au Asset Classification Tonnage (Mt) Grade (g/t) Metal (Moz) Lady Julie Gold Project 1
Slide 9: Portfolio Resource Growth
Portfolio Resource Growth Demonstrated ability to grow contained gold resource through primary drilling, with over 17x growth in contained gold at Lady Julie North 4 since 2022; LJN4 is predicted to continue to at least 1km in down dip extent. Moz 2.5 Lady Julie North 4 - Indicated 2.32 6 Lady Julie
Slide 10: Lady Julie North 4
Lady Julie North 4 Gold zones (g-m) are consistent across Lady Julie North 4, with the high-grade northern zone still open at depth below 1000m NS Inclined Longitudinal Projection Along the Main Lode ▪ Highlights the total gold content of the main lodes (estimated true width x grade) shows consisten
Slide 11: Lady Julie North 4 – Updated Mineral Resource Estimate
Lady Julie North 4 – Updated Mineral Resource Estimate Lady Julie North 4 (LJN4) is one of the largest, highest-grade, open pit projects in Australia. Ongoing drilling shows down dip continuity down to 1000m. Highlights1 Lady Julie North 4 Resource Wireframe oblique view looking SE ▪ Resource update
Slide 12: Lady Julie Gold Project: August 2024 Economic Update
Lady Julie Gold Project: 5 August 2024 Economic Update
Slide 13: Project Update – Benchmarking
Lady Julie Gold Project Update – Benchmarking Open Pit Gold Projects – Resource Grade1 (g/t) Open Pit Gold Projects – Project Pre-tax IRR2 (%) 2.5 160% 140% 135% 2.0 1.93 120% 100% 1.5 80% 1.0 60% 40% 0.5 20% - - Magnetic Murchison KOTH OP DeGrey Cardina Mandilla Horizon Gold Katanning Saturn Magnet
Slide 14: Project Update – Benchmarking (cont.)
Lady Julie Gold Project Update – Benchmarking (cont.) Life of Mine Average AISC1 ($A/oz) Initial CAPEX per Ounce of Total Production1 (A$/oz) - $500 $1,000 $1,500 $2,000 - $50 $100 $150 $200 $250 $300 DeGrey Red5 Hemi KOTH OP Magnetic Meeka Laverton 1,386 Murchison Red5 Magnetic KOTH OP Laverton 136
Slide 15: Project – Development Timeline
Lady Julie Gold Project – Development Timeline A near-term gold project targeting first production in mid 20261 2024 2025 2026 2027 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Mining Lease Application Permitting and Approvals Mining Lease Approval Native Title Negotiation Plant Front End Design and Co
Slide 16: Project – Conceptual Plant Design
Lady Julie Gold Project – Conceptual Plant Design Overview showing LJN4, LJC and HN9 open cuts, tailings dam, waste areas , processing plant, rom and mining and processing hubs.1 (1) This slide outlines a conceptual plant design being reviewed by Magnetic Resources as it progresses towards completio
Slide 17: Project – Conceptual Plant Design
Lady Julie Gold Project – Conceptual Plant Design Overview showing LJN4 and LJC open cuts, tailings dam and waste areas, processing plant, rom and mining and processing hubs. 1 (1) This slide outlines a conceptual plant design being reviewed by Magnetic Resources as it progresses towards completion
Slide 18: Project – Conceptual Plant Design
Lady Julie Gold Project – Conceptual Plant Design Overview showing LJN4 open cut, rom, processing plant, rom and mining hub.1 (1) This slide outlines a conceptual plant design being reviewed by Magnetic Resources as it progresses towards completion of a feasibility study. Economics and final design
Slide 19: Project – Conceptual Plant Design
Lady Julie Gold Project – Conceptual Plant Design Overview showing LJN4 rom and overview of processing plant 1 (1) This slide outlines a conceptual plant design being reviewed by Magnetic Resources as it progresses towards completion of a feasibility study. Economics and final design of the plant wi
Slide 20: Project – Conceptual Plant Design
Lady Julie Gold Project – Conceptual Plant Design Overview showing LJN4 showing sag and ball mills, gravity concentrator, thickener and flotation cells. 1 (1) This slide outlines a conceptual plant design being reviewed by Magnetic Resources as it progresses towards completion of a feasibility study
Slide 21: Project – Conceptual Plant Design
Lady Julie Gold Project – Conceptual Plant Design Overview showing sag and ball mills, gravity concentrator, flotation cells, cyanide tanks and gold room. 1 (1) This slide outlines a conceptual plant design being reviewed by Magnetic Resources as it progresses towards completion of a feasibility stu
Slide 22: Project – Conceptual Plant Design
Lady Julie Gold Project – Conceptual Plant Design Overview showing flotation cells, thickener, cyanide tanks and gold room.1 (1) This slide outlines a conceptual plant design being reviewed by Magnetic Resources as it progresses towards completion of a feasibility study. Economics and final design o
Slide 23: Laverton Gold Project Location
Laverton Gold Project Location Located in the heart of the Laverton gold belt, neighboring world-class gold deposits and under-utilised essential processing infrastructure. Neighbouring Assets and Infrastructure ▪ Our 100% owned tenements are near existing operators, including: ‒ Gold Fields (Granny
Slide 24: Magnetic Resources Summary
Magnetic Resources Summary Rapidly advancing to become the next gold producer in the heart of the Laverton district Low risk, high grade open pit gold project in a leading gold region Low-cost development with exceptional project economics Highly prospective resource extension potential at depth Str
Slide 25: Appendix
Appendix magnetic resources
Slide 26: Project Benchmarking – Mineral Resource
Project Benchmarking – Mineral Resource 1 Total Resource Measured Indicated Inferred (Measured, Indicated and Inferred) Project Company Stage Source Announcement Date Tonnage (Mt) Gold (koz, g/t) Silver (koz, g/t) Copper (kt, %) Tonnage (Mt) Tonnage (Mt) Tonnage (Mt) Magnetic 'Lady Julie North 4 - 1
Slide 27: Project Benchmarking – Mineral Resource (cont.)
Project Benchmarking – Mineral Resource (cont.) 1 Total Resource Measured Indicated Inferred (Measured, Indicated and Inferred) Project Company Stage Source Announcement Date Tonnage (Mt) Gold (koz, g/t) Silver (koz, g/t) Copper (kt, %) Tonnage (Mt) Tonnage (Mt) Tonnage (Mt) 'Equity Raising Investor
Slide 28: Project Benchmarking – Economic Studies
Project Benchmarking – Economic Studies Pre- Gold Plant Total Average AISC Payback Life of Mineral NPV Production IRR Project Company Source Recovery Capacity Production Production (LOM, Period Mine Resource (pre-tax) Capital (pre-tax) (LOM) (Mt) (koz) (koz p.a.) A$/oz) (years) Cost Magnetic 16.0Mt
Slide 29: Project Update – ESG
Lady Julie Gold Project Update – ESG A commitment to environmental sustainability, resource efficiency and diversity ✓ Innovative tailings dam design utilising depleted pit and neutralised tailings ✓ Solar / hybrid power generation to reduce carbon footprint Environment ✓ Maximised water recycling a
Slide 30: Lady Julie North 4 – Resource Upside Potential
Lady Julie North 4 – Resource Upside Potential New tenement E38/3666 purchased covers the eastern potential down dip extension of Lady Julie North 4 down to 2km. 2D seismic also shows persistent thrust zones that correlate with the Chatterbox Shear Both Drilling and Seismic Show the Potential for LJ
Slide 31: Select Significant Drill Results
Select Significant Lady Julie Gold Project Drill Results Hole Easting (MGA) Northing (MGA) From (m) To (m) Width (m) Gold (g/t) Type MLJDD015 432405 6826340 130 175 45 2.65 Core MLJDD016 432487 6826310 145 175 30 5.53 Core MLJDD031 432536 6826310 198 218 21 5.37 Core MLJDD032 432723 6826442 107 116
Slide 32: Total Mineral Resource by Deposit at a 0.4/1.6g/t Cutoff
Total Mineral Resource by Deposit at a 0.4/1.6g/t Cutoff 1 Indicated Inferred Total Mt g/t oz Mt g/t oz Mt g/t oz LJ4N (open pit) 23.04 1.81 1,341,690 3.79 1.90 231,089 26.83 1.82 1,572,778 LJ4N (underground) * 2.47 2.72 215,906 1.88 2.42 146,560 4.35 2.59 362,466 LJ4N Total 25.51 1.90 1,557,596 5.6
Slide 33: Investor Enquiries
Magnetic Resources NL (ASX:MAU) Investor Enquiries: Level 1, 44A Kings Park Road George Sakalidis Managing Director West Perth WA 6005 george@magres.com.au Web: www.magres.com.au +61 411 640 337
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