Impact Minerals Limited · ASX:IPT
Impact Minerals — Shareholder Meeting (November 2025)
22 slides from Impact Minerals's shareholder meeting presentation, Nov 25, 2025
Slide 1: AGM Presentation: Transformational Production of High Purity Alumina
For personal use only AGM Presentation TRANSFORMATIONAL PRODUCTION OF HIGH PURITY ALUMINA HPA (Al203) ASX: IPT SCAN THE QR CODE TO SIGN UP TO OUR INVESTOR HUB impactminerals.com.au
Slide 2: Disclaimer
DISCLAIMER For personal use only This report contains forward looking statements that are subject to risk factors associated with resource businesses. While all due care has been taken in preparing the report, projections may be affected by a variety of variables and changes in underlying assumption
Slide 3: What lies beneath Lake Hope? A Transformational Acquisition
What lies beneath Lake Hope? For personal use only A Transformational Acquisition ASX Release 21st March 2023 ASX: IPT
Slide 4: What lies beneath Lake Hope? A Transformational Acquisition
What lies beneath Lake Hope? For personal use only A Transformational Acquisition ASX Release 21st March 2023 ASX: IPT
Slide 5: The HPA Feedstock: Lake Hope: a multi-decade mine
The HPA Feedstock: Lake Hope: a multi-decade mine A Tier One Jurisdiction For personal use only Mineral Resource Estimate Category Tonnes Al2O3 % Contained Al2O3 Total M+I+I 2,780,000 25.1 700,000 ASX: IPT
Slide 6: World Class Economics
World Class Economics For personal use only All material assumptions underpinning the production target and the forecast financial information derived from the production target utilised in the Pre- Feasibility Study as announced on the ASX 17 th June 2025 continue to apply and have not materially c
Slide 7: Potentially the lowest cost producer of HPA
Potentially the lowest cost producer of HPA For personal use only NPV10 $1.2 billion All material assumptions underpinning the production target and the forecast financial information derived from it utilised in the Pre-Feasibility Study, as announced on the ASX on June 17 th, 2025, continue to appl
Slide 8: Another Transformational Acquisition
AnotherTransformational Another TransformationalAcquisition Acquisition ASX Release 23rd April 2025 For personal use only
Slide 9: The HiPurA acquisition: a bolt-on to Lake Hope
The HiPurA acquisition: a bolt-on to Lake Hope For personal use only Sympathetic feedstock and similar backend chemistry ASX: IPT
Slide 10: Increasing Focus on HPA
Increasing Focus on HPA For personal use only • Sale of Blackridge project • Joint venture on Commonwealth with Kuniko Ltd: 30% free carried interest • Ground rationalisation: relinquished projects • Except Broken Hill - BHP Xplor programme ASX: IPT
Slide 11: What Have We Learnt About HPA on the Lake Hope Journey
What Have We Learnt About HPA on the Lake Hope Journey For personal use only Initial HPA Project We have discovered Purity Challenges why there are high barriers to Lab Requirements entry to the HPA business Acid Regeneration Client Engagement Financing Scale-Up Successful HPA Business ASX: IPT
Slide 12: Purity: Federal Grant of $2.87 million
Purity: Federal Grant of $2.87 million Edith Cowan For personal use only University Impact CPC Engineering ASX Release 23 rd October 2024 ASX: IPT
Slide 13: Fully functional high purity laboratory
Fully functional high purity laboratory Accurate onsite analysis and fast assay turnaround For personal use only ASX: IPT
Slide 14: A 25tpa Pilot Plant
A 25tpa Pilot Plant Almost ready to switch on with room to grow For personal use only ASX: IPT
Slide 15: A game-changer in time
A game-changer in time For personal use only 2 Years! Test work Micro-plant Engineering Studies Pilot Plant Commercial Plant The only other company on the ASX capable of producing commercial quantities of HPA ASX: IPT
Slide 16: HiPurA – A Modular business model
HiPurA – A Modular business model Game changing commercialisation pathway For personal use only Allows for scaling without significant financing required International Patents ASX: IPT
Slide 17: Forward Plan
Forward Plan For personal use only Scale up to ~1000s TPA 2027 Establish a base in North America Initial offtake agreements 2026 Engage with customers Get it up and running Finish the plant and turn it on 2025 ASX: IPT
Slide 18: The importance of potash
The importance of potash For personal use only • Produced as a by-product of the Low Temperature Leach Process • Other methods of production as a primary product with other useful by-products? • Offers considerable upside to Lake Hope as a parallel project • Australia imports virtually all of its po
Slide 19: Broken Hill
BROKEN HILL For personal use only • The largest ground holder • Recent corporate activity with the purchase of CBH by BHM • First Xplor Cohort with new model for copper • New MT data identifies exciting drill targets • Aim to drill Q1 2026 ASX: IPT
Slide 20: The Importance of MT
THE IMPORTANCE OF MT For personal use only ASX: IPT
Slide 21: Competent Persons Statements
Competent Persons Statements This review of exploration activities and results, the Exploration Results contained in this presentation is based on information compiled by Dr Mike Jones, a Member of For personal use only the Australian Institute of Geologists and an employee of Impact Minerals Limite
Slide 22: Competent Persons and Cautionary Statements
Competent Persons and Cautionary Statements The information in this report that relates to the maiden Ore Reserves is based on, and fairly represents, information and supporting documentation prepared by Mr For personal use only Joel van Anen, a Competent Person who is a Member of The Australasian I
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