Basin Energy Limited · ASX:BSN
Basin Energy — Investor Presentation (August 2025)
39 slides from Basin Energy's investor presentation, Aug 27, 2025
Slide 1: Investor Presentation August 2025
ASX: BSN For personal use only Investor Presentation August 2025 Targeting uranium and rare earth metals in Tier-1 jurisdictions to drive the clean energy transition.
Slide 2: Disclaimer & Competent Persons Statement
Disclaimer & Competent Persons Statement basinenergy.com.au For personal use only Disclaimer This pr ese nta tion ha s been pr epared by Basin Energy Limite d ( “Basin Energy” or the “Co mp any”) to assist in in for min g in ter ested par ties about th e Compan y and its pro gress. It sh ould n ot b
Slide 3: Managing Director quote on upcoming drilling
“ basinenergy.com.au Over the next 6 months, Basin Energy will For personal use only be drilling the first holes on three district scale opportunities for uranium and rare earth deposits in Northwest Queensland. Concurrent to this, we are anticipating a political shift in Sweden permitting uranium m
Slide 4: Investment Snapshot
Investment Snapshot basinenergy.com.au For personal use only Strategy Basin is focused on discovering and advancing uranium, rare earth and green energy metal projects aligned to long-term structural demand and global decarbonisation. Capital Structure (pre deal) Strategic Landholding Across Tier-1
Slide 5: August 2025 Capital Raise
August 2025 Capital Raise basinenergy.com.au For personal use only Successful placement completed to commence maiden RC and aircore drilling [1] • The Company received firm commitments from institutional and sophisticated investors to raise $1.25 million by placing 50,000,000 shares at $0.025 per sh
Slide 6: Tier-1 Jurisdictions Backed by Fraser Institute Rankings
Tier-1 Jurisdictions Backed by Fraser Institute Rankings basinenergy.com.au For personal use only QUEENSLAND (39*) District scale exploration opportunity for uranium and REE SWEDEN (6*) FINLAND (1*) Green Energy Metals Located within historical uranium & base metal districts CANADA (7*) ATHABASCA BA
Slide 7: Proven Board and Management
Proven Board and Management basinenergy.com.au For personal use only Blake Steele Pete Moorhouse Odile Maufrais Non-Executive Chairman Managing Director Exploration Manager Blake Steele is an experienced metals and mining Pete Moorhouse has 19 years of mining and Odile Maufrais has over 15 years exp
Slide 8: Queensland Uranium and Rare Earths
basinenergy.com.au For personal use only Queensland Uranium and Rare Earths 8
Slide 9: Queensland: Tier-1 REE + Uranium Opportunity
Queensland: Tier-1 REE + Uranium Opportunity basinenergy.com.au For personal use only Proven Geological Concepts Located adjacent and within the same granite complex as Red Metal’s (ASX:RDM) giant Sybella discovery, and just 6.5 km from Paladin’s 148.4 Mlb Valhalla uranium deposit [1] Dominant Landh
Slide 10: Exploration Models – Sediment Hosted
Exploration Models – Sediment Hosted basinenergy.com.au For personal use only Model Advanced Uranium Rare Earths Rare Earths Paleochannel rollfront Shear Hosted Sediment Hosted Granite Hosted REEs 2025 Air-core Program 2025 Rock Chip Sampling 2025 Air-core Program 2025 RC Drilling Valhalla project 1
Slide 11: Prospective Shallow Sediments
Prospective Shallow Sediments basinenergy.com.au For personal use only Two Unique Deposit Styles within the Same Sedimentary Package Large, bulk tonnage Sybella Granite (source rocks) 1 REE targets in near-surface sediments 2 ‘Roll-front’ U targets in paleochannel sandstones host to Red Metal’s Sybe
Slide 12: District Scale Paleochannel Rollfront Uranium Opportunity
District Scale Paleochannel Rollfront Uranium Opportunity For personal use only 1 Sandstone-Hosted Uranium • Extensive paleochannel networks are defined by high-spatial resolution airborne EM survey from Summit Resources [4] • Present-day seasonal creeks and paleodrainage patterns suggest that the u
Slide 13: District Scale Sediment and Ionic Clay Hosted REE Opportunity
District Scale Sediment and Ionic basinenergy.com.au Clay Hosted REE Opportunity For personal use only 2 Clay/Sediment-Hosted REEs • Soil and stream sediment REE-anomalies [2] demonstrate that REE-laden sediment has been transported (by modern and ancient rivers) westwards onto the floodplains of th
Slide 14: District Scale Sediment and Ionic Clay Hosted REE Opportunity
District Scale Sediment and Ionic basinenergy.com.au Clay Hosted REE Opportunity For personal use only 2 Clay/Sediment-Hosted REEs • Shallow electromagnetic (EM) anomalies are interpreted to represent shallow conductive clay accumulations [7] • Conductive layers average 12 m thickness at 20- 32 m de
Slide 15: Exploration Models – Hard Rock
Exploration Models – Hard Rock basinenergy.com.au For personal use only Model Advanced Uranium Rare Earths Rare Earths Sandstone-hosted Shear Hosted Ionic Clay Hosted Granite Hosted REEs Aircore Program Rock Chip Sampling Aircore Program RC Drilling [2] Sediment hosted 1 Hard rock hosted 1 Sediment
Slide 16: District Scale Granite Hosted REE Opportunity
District Scale Granite Hosted REE Opportunity basinenergy.com.au The Next Sybella Discovery? For personal use only • Massive granite 1 body (180 km x 15km) • Exceptional, [8] widespread REE enrichment Histogram (smoothed) • Highly prospective for bulk LREE deposits Sybella Batholith: 2-3 x enriched
Slide 17: Granite Hosted REE Opportunity: Proof of Concept
District Scale Granite Hosted REE Opportunity basinenergy.com.au Proof of Concept For personal use only Geochemical and geological profile analogous to SYAH23-006 Red Metal's bulk REE discovery 2.5m @ 1,343 ppm TREO with 248 ppm [2] Nd+Pr Ox from 5m to • Shallow proof-of-concept auger • Three anomal
Slide 18: Granite Hosted REE Opportunity: Proof of Concept
District Scale Granite Hosted REE Opportunity basinenergy.com.au Proof of Concept For personal use only Geochemical and geological profile analogous to Red Metal's bulk REE discovery • Proof-of-Concept Auger Program • Proven Discovery Blueprint Red Metals initial geochemical anomaly showed very simi
Slide 19: Granite Hosted REE Opportunity: Proof of Concept
District Scale Granite Hosted REE Opportunity basinenergy.com.au Proof of Concept For personal use only Geochemical and geological profile analogous to Red Metal's bulk REE discovery • Proof-of-Concept Auger Program • Proven Discovery Blueprint Red Metals initial geochemical anomaly showed very simi
Slide 20: Granite Hosted REE Opportunity: Leach Test Results
District Scale Granite Hosted REE Opportunity basinenergy.com.au Proof of Concept For personal use only Outstanding leach test results from granite-hosted REE mineralisation within the Sybella by Red Metal have demonstrated the potential for heap leach operations utilising this model • pH range: pH
Slide 21: Shear-hosted Uranium
Shear-hosted Uranium basinenergy.com.au For personal use only [2] 2 Valhalla-Style Shear-hosted Uranium • Significant potential for Valhalla-style shearzone-hosted targets. • Located under 7 kilometres from known uranium resources including Valhalla • Radiometric anomalies located transecting the ge
Slide 22: Acquisition Consideration Overview
Acquisition Consideration Overview basinenergy.com.au For personal use only Subject to shareholder approval (a) Shares: The issue of 18,479,694 fully paid shares in the capital of Basin to the Sellers in proportion to their respective holdings in NeoDys (23 holders). (b) Options: The issue of 15,000
Slide 23: Basin Energy Athabasca Uranium
basinenergy.com.au For personal use only Basin Energy Athabasca Uranium 23
Slide 24: Exploring for Athabasca Basin Uranium
Exploring for Athabasca Basin Uranium basinenergy.com.au For personal use only Exploring for Athabasca Uranium Style Mineralisation, with basement hosted (Arrow style) and unconformity hosted (McArthur River style) targets Basin’s Projects Display Strong Fundamentals; • Proven geological settings (l
Slide 25: Geikie, Marshall and North Millennium Uranium Projects
basinenergy.com.au For personal use only Geikie, Marshall and North Millennium Uranium Projects 25
Slide 26: Geikie
Geikie basinenergy.com.au For personal use only Early Works High-Resolution Geophysics Derisking Drill Targeting with Gravity Gradiometry 1967-1980 2022-2023 2023 Airb orne magnetic, Airb orne radio me trics id entified Numerous high-prio rity rad iometr ic, EM. 4 target areas based on gra vity low
Slide 27: Geikie - Alteration Analogy with Basement Hosted Mineralisation
Geikie - Alteration Analogy basinenergy.com.au with Basement Hosted Mineralisation For personal use only Geikie Drilling Geikie Drilling * Key Magnetic NS, NNW Structures Geophysical Weak-str ong EM r esp onse Graphitic Anomalism Structural disruption: b ends, * GEOPHYSICAL Conductor splays in condu
Slide 28: Geikie – Summary Status
Geikie – Summary Status basinenergy.com.au For personal use only Anomalous Uranium Was Intersected in 6 of the 16 Holes Drilled • Highest grade was 0.27% U3O8 over 0.5 metres at Aero Lake. • 263 ppm over 9 metres at Preston Creek. Pathfinder Elements for Uranium Mineralisation, Specifically Lead Iso
Slide 29: Marshall and North Millennium, Uranium's Proven Neighborhood
Marshall and North Millennium, basinenergy.com.au Uranium’s Proven neighborhood For personal use only Two Projects Located in Proximity to World-Class High-grade Uranium Discoveries and Mining Operations, Targeting Repeats of Traditional Unconformity Mineralisation Marshall Project: 100% BSN Source
Slide 30: 2024 Geophysics Identifies Unconformity Targets
2024 Geophysics Identifies Unconformity Targets basinenergy.com.au For personal use only • Ground EM completed in 2024 has identified classic unconformity style uranium targets at Marshall • Multi-phase geophysics identified stacked anomalies, refining drill target delineation • The projects are loc
Slide 31: Basin Energy Nordic Region
basinenergy.com.au For personal use only Basin Energy Nordic Region Uranium & Green Energy Metals 31
Slide 32: Nordic Projects
Nordic Projects basinenergy.com.au Basin has 100% interest in multiple licenses and For personal use only applications within Sweden and Finland, deemed prospective for uranium and green energy metals Sweden and Finland are globally attractive and proven mining jurisdictions – continually ranked in
Slide 33: Nuclear Energy in the Nordic Region
Nuclear Energy in the Nordic Region basinenergy.com.au Basin has 100% interest in multiple licenses and For personal use only applications within Sweden and Finland, deemed prospective for uranium and green energy metals Nuclear Energy in the Nordic Region– Finland currently has 5 operable nuclear r
Slide 34: North Sweden
North Sweden basinenergy.com.au For personal use only Shear-hosted targets in a proven multi-commodity district • Large-scale opportunity – ~200 km 2 over four projects (Virka, Ravaberget, Bjorkberget and Trollberget) in the Arjeplog-Arvidsjaur uranium district and Radnejaur-Moskosel Base Metal dist
Slide 35: Virka Drilling
Virka Drilling basinenergy.com.au For personal use only Limited historic drilling discovered uranium 20 drill holes completed between 1980 and 1981 (2,654.3 m). Drilling was focused on an area of approximately 300 x 300 m. Drilling relied on gamma probing to estimate uranium content. Aura Energy ass
Slide 36: Trollberget District
Trollberget District basinenergy.com.au For personal use only Shear-hosted targets in a proven multi-commodity district Late 1970’s state funded drilling at Ravaberget and Bjorkberget identified uranium occurrences: • 42 shallow drill holes completed at Ravaberget between 1975 and 1977 (4,261.5 m) i
Slide 37: Contact details
basinenergy.com.au For personal use only Pete Moorhouse - Managing Director Odile Maufrais – Exploration Manager +61 (0) 7 3667 7449 +61 (0) 434 650 080 pete.m@basinenergy.com.au odile.m@basinenergy.com.au This presentation has been authorised for release by the Basin Energy Board
Slide 38: The Global Critical Minerals Supply Gap
The Global Critical Minerals Supply Gap basinenergy.com.au For personal use only The world’s electrification and decarbonisation plans are driving surging demand for uranium & rare earth elements. Uranium enables clean baseload power through nuclear energy, while REEs are essential for EVs, wind tur
Slide 39: Global Critical Minerals: Demand Outpacing Supply
Global Critical Minerals: Demand Outpacing Supply basinenergy.com.au For personal use only Uranium Market Highlights • World Nuclear Association forecasts show 28% growth in uranium demand from 2023–2030, and a further 51% demand increase between 2031–2040, tied to nuclear reactor expansion globally