Group 6 Metals Limited · ASX:G6M
Group 6 Metals — Q4 FY26 Earnings Presentation
11 slides from Group 6 Metals's earnings presentation, Jul 14, 2026
Slide 1: Quarterly Activities Report
ASX: G6M For personal use only Group 6 Metals Quarterly Activities Report Dolphin Tungsten Mine operations — quarter ended 30 June 2026. Record processing throughput, a second consecutive cash-flow-positive quarter, and underground mining commenced. 21,297 77,953 t $49.5M $35.0M MTUs WO₃ PRODUCED RE
Slide 2: June 2026 quarter highlights
QUARTERLY HIGHLIGHTS June 2026 quarter highlights For personal use only Record processing throughput JUNE 2026 QUARTER 77,953 t of ore processed — a quarterly record, up from 72,351 t. Steady concentrate production 25,514 MTU WO₃ sold — $69.1M in sales revenue 21,297 MTUs of WO₃ produced from lower-
Slide 3: The June 2026 quarter in numbers
QUARTERLY RESULTS The June 2026 quarter in numbers For personal use only The June 2026 Quarterly Activities and Appendix 5B report shows record processing throughput and a strong step-up in cash generation. M TUs WO₃ PRODUCED M TUs WO₃ SOLD NET OPERATING CASH FLOW 21,297 25,514 $40.5M $69.1M in sale
Slide 4: Transitioning from open-cut to a high-value underground phase
OPERATIONS The Dolphin Tungsten Mine For personal use only Transitioning from open-cut to a high-value underground phase. High-grade stockpiles Record concentrate output Open-cut mining ceased in 2025; 295kt of stockpiles at 77,953 t processed — a quarterly record — for 21,297 0.26% WO₃ remained at
Slide 5: Quarterly comparison: FY26
OPERATIONS IN DETAIL Quarterly comparison: FY26 For personal use only Key safety and production statistics for the Dolphin Tungsten Mine across the FY26 quarters. Metric Unit Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Lost time incidents No. 0 0 1 0 Waste mined t 1,528 9,825 0 6,205 Ore mined t 6,008 15,765 0
Slide 6: A strengthened financial position
CORPORATE & FINANCIAL A strengthened financial position For personal use only Strong operating cash flow lifted the cash balance and reduced reliance on debt. Cash receipts rose sharply and no facility drawdowns were required during the quarter. $49.5M $61.0M $40.5M $35.0M Cash balance at 30 June 20
Slide 7: Appendix 5B: cash-flow summary
CORPORATE & FINANCIAL Appendix 5B: cash-flow summary For personal use only How the June 2026 quarter's operating cash generation flowed through to a materially stronger closing cash balance. Cash-flow item Detail $M Receipts from customers Cash collected from concentrate sales 61.0 Payments — produc
Slide 8: Tungsten market: Rotterdam APT price
TUNGSTEN BENCHMARK TUNGSTEN MARKET Rotterdam APT price EU high & low, US$/MTU — last 18 months A strategic metal in a tightening market For personal use only EU High EU Low $3,000 Tungsten — in Group 6 of the periodic table — is a critical mineral for defence, aerospace, electronics and industrial t
Slide 9: The next phase: underground
OUTLOOK The next phase: For personal use only underground Underground mining commenced at quarter end. Blending high-grade underground ore is expected to lift feed grade, recovery and concentrate production from end of the September 2026 quarter. ~1% WO3 Very high-grade underground ore Sep 2026 qtr
Slide 10: Contact
For personal use only ASX: G6M Group 6 Metals Limited Dolphin Tungsten Mine — quarter ended 30 June 2026. Approved for release by the Board of Group 6 Metals Limited. WEBSITE EXECUTIVE CHAIRMAN COMPANY SECRETARY Kevin Pallas · Andrew Bickley · g6m.com.au kpallas@g6m.com.au andrewb@g6m.com.au This an
Slide 11: Disclaimers
ASX: G6M Disclaimers Forward-looking statements This presentation has been prepared to provide an overview of Group 6 Metals Limited (ASX:G6M, Group 6 Metals, or the Company) and contains statements that are, or may be deemed to be, forward-looking statements. Often, but not always, forward-looking