Diatreme Resources Limited · ASX:DRX
Diatreme Resources — Noosa Mining Investor Conference 2026
23 slides from Diatreme Resources's conference presentation, Jul 22, 2026
Slide 1: Noosa Mining Investor Conference Presentation
ASX ANNOUNCEMENT 22 July 2026 Noosa Mining Investor Conference Presentation For personal use only Diatreme Resources Limited (ASX: DRX) is pleased to provide the attached presentation to be delivered by Chief Executive Officer, Neil McIntyre, at the conference today. This announcement is authorised
Slide 2: Developer of high purity low iron silica sand
For personal use only Developer of high purity “low iron” silica sand A critical mineral in global demand. Neil McIntyre, CEO, Diatreme Resources Limited Noosa Mining Investor Conference 22 July 2026
Slide 3: Important Information
Important Information For personal use only Resource Estimates and Production Targets ASX Announcements as of 17 July 2026 The Resource Estimates and Production Targets reported by Diatreme Resource Limited’s (DRX or the This presentation should also be read in conjunction with the DRX Annual Report
Slide 4: Developer of World Class Silica Sands Projects
Developer of World Class Silica Sands Projects Our vision is to be Australia’s pre-eminent producer of high purity, “low iron” silica sands for use in growing global solar PV and specialty glass markets. For personal use only The Northern Silica Project is our first project of a potential four at Ca
Slide 5: Diatreme Investment Highlights
Diatreme Investment Highlights Northern Silica Project | Cape Flattery, Far North Queensland | Critical Mineral Designation | On pathway to production 1 PRE FEASIBILITY STUDY IMMINENT 2 WORLD-CLASS SILICA PORTFOLIO 3 SCALE & GROWTH PATHWAY For personal use only DRX expects to deliver Pre Feasibility
Slide 6: Total Mineral Resource now 632.8Mt, up more than 169% since 2023
Total Mineral Resource now 632.8Mt, up more than 169% since 2023 62% Measured Si2 = Long LOM > 25 years 2026 Measured, Indicated & Cape Flattery Silica Project For personal use only Inferred Mineral Resource Measured Indicated Inferred East West 632.8Mt 49.5 Mt 12 Mt >99.1 (SiO2%) >99.15 (SiO2%) Cas
Slide 7: Northern Silica Project - Development case
Northern Silica Project - Development case ▪ Start up production of 3Mtpa, potential for expansion; direct loading from existing jetty to ocean-going vessel (OGV) docked at wharf extension within Port of Cape Flattery For personal use only ▪ The NSP Scoping Study contemplated new marine infrastructu
Slide 8: Port Solution – Potential Development Case
Port Solution – Potential Development Case Northern Silica Project | Cape Flattery, Far North Queensland | Direct Loading Options DEVELOPMENT CASE For personal use only Direct loading from existing jetty to OGV at wharf Infrastructure CAPEX: Existing jetty with direct ship-loading conveyor. Operatio
Slide 9: Existing Port Capacity & Utilisation
Existing Port Capacity & Utilisation Port of Cape Flattery | Existing CFSM Loading Infrastructure | Significant Unused Capacity for NSP Full User Access PORT CURRENT UNUSED CAPACITY PORT Est. CAPABILITY SPARE HEADROOM MAX LOAD RATE For personal use only UTILISATION (Based on 6Mtpa Nameplate (Based o
Slide 10: Our Partner Sibelco
Our Partner Sibelco One of the world’s leading providers of industrial minerals + Sibelco brings world class silica processing and technical knowledge along with marketing and For personal use only development expertise • Sibelco is a leading supplier of silica to the Asian market for specialty glas
Slide 11: Silica Sands Market
Silica Sands Market High-Purity “Low Iron” Silica Sands — Why They Matter • Foundation of the energy transition: High-purity low iron silica is • Geologically rare and strategically important: Only a small the essential feedstock for producing photovoltaic grade glass number of deposits worldwide me
Slide 12: SiO2 Application Map
SiO2 Application Map Silica Sand Quartz For personal use only 450ppmm 250ppm 110ppm 50ppm 45ppm 10ppm Foundry Quartz Slabs Quartz Micro powder Quartz Crucible Middle Layer Quartz Crucible Inner Layer Construction Total Impurity<1000ppm Total Impurity<1000ppm Quartz Tube/Lab/Medical Total Impurity<10
Slide 13: Critical Minerals’ Market Incentives
Critical Minerals’ Market Incentives Policy and Market Tailwinds Backing the Northern Silica Project • Australian critical mineral status: High-purity silica is • Strategic Sibelco partnership: Sibelco has invested c. designated an Australian critical mineral, aligning A$56M in Diatreme and the sili
Slide 14: Experienced leadership
Experienced leadership Our team has extensive experience in the government, mining and resources sector For personal use only Brian Flannery Kara Keys Neil McIntyre Michael Cheng Wayne Swan Tom Cutbush Chair Non-Exec MBE Chapman (William) Wang Non-Exec Non-Exec Director/ CEO Non-Exec Non-Exec Direct
Slide 15: Corporate snapshot (ASX Code: DRX)
Corporate snapshot (ASX Code: DRX) Share price Market capitalisation Shares on issue A$0.012 A$60.1M 5,010m For personal use only 17 July 2026 52 week high $0.023, low $0.010 Corporate Cash Debt facility JVCo Cash JVCo Mid-point Valuation $2.7M $1.0M c. $8.9M $173M 30 June 2026 Drawn and unsecured J
Slide 16: Next steps | Key Development Workstreams
Next steps ASX:DRX | 15 Northern Silica Project | Key Development Workstreams 1 PRE FEASIBILITY STUDY 2 EIS 3 MINING AGREEMENT For personal use only Pre Feasibility Study imminent, building on the Environmental Impact Statement well advanced Negotiation of Mining Agreement with Traditional robust 20
Slide 17: Neil McIntyre, Chief Executive Officer
For personal use only Neil McIntyre Chief Executive Officer See us at the Booth SLIDE | 16
Slide 18: Appendices
For personal use only APPENDICES
Slide 19: Mineral Resources Statement
Mineral Resources Statement Global Resources: Northern Silica, Galalar Silica, Western Resource Area, Cape Flattery Silica Project Mineral Resource Category Tonnes (Mt) SiO2 % Fe2O3 % TiO2 % Al2O3 % For personal use only Measured 43.12 99.21 0.09 0.11 0.13 Indicated 23.12 99.16 0.09 0.13 0.10 Galala
Slide 20: Mineral Resources Statement: Cyclone Zircon Project
Mineral Resources Statement Cyclone Zircon Project: Western Australia For personal use only Category HM cut-off Material Mt HM HM Slime OS Head Grade Zircon % % Mt % % Kt Zircon % Rutile % Leuco % HiTi % Alt Ilm % Si TiOx Measured 2.0 69 3.7 2.58 3.6 3.8 1.06 0.11 0.24 0.88 0.45 0.82 735 Measured 1.
Slide 21: Ore Reserves Statement
Ore Reserves Statement For personal use only Global Ore Reserves: Galalar Silica, Cape Flattery Silica Waste Mineral Resource Category Silica sand Mt SiO2 % Fe2O3 % TiO2 % LOI % Al2O3 % (Mt) Galalar Probable 32.5 0.04 99.2 0.08 0.11 0.16 0.13 CFS East Probable 47 4.0 99.11 0.09 0.14 0.24 0.15 Combin
Slide 22: Competent person’s statement
Competent person’s statement The information in this announcement that relates to Mineral Resources at the Galalar deposit is For personal use only extracted from the Company’s ASX announcement “Galalar Silica Resource Expands by 22% to Statement in accordance with the Australasian code for reportin
Slide 23: Competent person’s statement
Competent person’s statement For personal use only Statement in accordance with the Australasian code for reporting of exploration results, The information in this announcement that relates to Ore Reserves at the Cyclone deposit is mineral resources and ore reserves (the JORC code) extracted from th
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