Daly Resources Limited · ASX:DLY
Daly Resources — Investor Presentation (March 2026)
16 slides from Daly Resources's investor presentation, March 2026
Slide 1: Company Presentation March 2026
Company Presentation March 2026 Proposed ASX Ticker Building Australia's Premier Fluorite & Copper Company DLY Northern Territory's Most Prospective Fluorite Corridor with Tier 1 Sedimentary Copper-Zinc Discovery Potential IPO Prospectus — Late March 2026
Slide 2: Investment Highlights
Investment Highlights Proximity to TVN — High-grade CaF₂ — Tier 1 Cu-Zn Discovery Potential 1 FLUORITE 2 COPPER & ZINC • Huckitta directly adjacent to Tivan Limited’s (ASX:TVN) • Portfolio of large-scale copper & zinc exploration targets Sandover Project across the NT • Same mineralised corridor as
Slide 3: Projects Overview
Projects Overview 100% Owned — 6,324 km² Total Granted Tenure Across Three Project Areas in the Northern Territory Huckitta | Fluorite + Copper | ~3,600 km² Flagship — fluorite as primary value driver Rock chips up to 95.1% CaF₂; DSO potential >85% Directly adjacent to TVN Sandover — same corridor T
Slide 4: Why Fluorite
Why Fluorite A Critical Mineral Underpinning the Global Energy & Technology Transition About Fluorspar AI Chips Batteries Semiconductor etching Advanced energy storage • Primary mineralogical source of fluorine • High-grade mineralisation upgraded through simple processing Defence HF Acid • >97% CaF
Slide 5: Why Fluorite — Why Australia?
Why Fluorite — Why Australia? No Current Fluorite Production in Australia — Structural Supply Deficit Accelerating ~63% US$450–650/t 40–70% ~$260M China's Share Current Demand Exceeds Sumitomo–TVN JV of Global Supply Spot Price Capacity by 2035 (Acidspar Supply) Australia's Strategic Advantage Sumit
Slide 6: China's Supply Squeeze — A Structural Tailwind
China's Supply Squeeze — A Structural Tailwind Structural Scarcity Emerging in Global Fluorspar Markets 01 02 03 China: Now a Net Importer Export Collapse Over 20 Years Ex-China Squeeze = Price Tailwind Despite being the world's largest producer, China has Chinese fluorspar exports have fallen drama
Slide 7: Huckitta Fluorite Overview
Huckitta Fluorite Overview Scale, Grade & Location — Adjacent to Tivan Sandover in the Same Mineralised Corridor Project Highlights • Large-scale fluorite system — extensive mapped fluorspar veins and reefs across district • Adjacent to and along strike from Tivan's Sandover Project — same geologica
Slide 8: Huckitta Fluorite Geology
Huckitta Fluorite Geology 95.1% CaF₂ Confirmed — Rock Chip & Field Program Results 95.1% CaF₂ CONFIRMED 95.1% 23 Max CaF₂ Samples Rock Chip >80% CaF₂ >400m 6m @ 35% CaF2 Individual Vein Historic Drilling Strike Length Narbarloo North (1970’s) Field Program Context • Recent Daly field trips confirmed
Slide 9: Huckitta — Infrastructure & Export Pathways
Huckitta — Infrastructure & Export Pathways Multiple Credible Development and Export Pathways to Asian Markets Alice Darwin Asian Project Springs Port Mkts • Excellent regional access via Plenty Highway — 320km by road to Alice Springs and ~220km direct to rail • 1,500km by rail from Alice Springs t
Slide 10: Huckitta Copper — Tier 1 Discovery Potential
Huckitta Copper — Tier 1 Discovery Potential Basin-Scale Sediment-Hosted Copper — Analogues Include the Central African Copper Belt Tier 1 Copper Discovery Potential Central African Copper Belt: 3.3 Gt @ 2.68% Cu ~10% of global copper production Kupferschiefer (Europe): 2.7 Bt @ 1.92% Cu 52 g/t Ag c
Slide 11: Huckitta Copper — Prospectivity & Forward Program
Huckitta Copper — Prospectivity & Forward Program Untested Copper Prospectivity Across Near-Virgin Exploration Ground Untested Copper Prospectivity • Strong indicators already present: widespread black shale host, copper-barium-lead surface anomalies • Historic rock chips grading up to 24.5% Cu — ne
Slide 12: Batten Zn-Cu — McArthur Basin
Batten Zn-Cu — McArthur Basin Dominant Ground Position in Australia's Premier SEDEX Zinc Province 227Mt@9.2%Zn 58Mt@11.1%Zn McArthur River Mine Teena Deposit (HYC) — Direct Analogue (Same Basin) • District-scale sedimentary Zn–Cu system in the heart of the Batten Fault Zone / Trough • Tenure covers
Slide 13: Batten Zn-Cu — Outstanding Under-Explored Targets
Batten Zn-Cu — Outstanding Under-Explored Targets Diamond Drilling Planned to Test for Tier 1 SEDEX-Style Footprint Under-Explored With Advanced Datasets • Sparsely explored with limited historic drilling • Historic drilling confirmed sub-economic mineralisation — system validated, but major upside
Slide 14: Broughton Cu-Zn — McArthur Basin
Broughton Cu-Zn — McArthur Basin Tier 1 Sediment-Hosted Cu-Zn Target — First-Mover Position in an Emerging District Dzhezkazgan Analogue: 477 Mt @ 0.94% Cu (Kazakhstan) • Strong geological similarities to the Dzhezkazgan copper district in Kazakhstan — one of the world's largest sediment-hosted copp
Slide 15: Experienced Team — Proven NT Track Record
Experienced Team — Proven NT Track Record Deep Geological, Technical and Corporate Expertise with a History of Discovery in the Northern Territory Mike Edwards Will Belbin Scott Glasson David Pennock Gregor Bennett Executive Chairman Non-Executive Director Finance Director Non-Executive Director Chi
Slide 16: Disclaimer
Disclaimer This Presentation has been prepared by Daly Resources for information purposes only. It does NOT contain all information required to evaluate Daly Resources, its assets or prospects. This Presentation is not financial product advice and does not constitute an offer, invitation or recommen