Us1 Critical Minerals Limited · ASX:USC
Us1 Critical Minerals — Investor Presentation (December 2025)
19 slides from Us1 Critical Minerals's investor presentation, December 2025
Slide 1: Corporate Presentation December 2025
DECEMBER 2025 • a Corporate Presentation ASX:USC
Slide 2: Disclaimer
Disclaimer This presentation has been prepared and issued US1 Critical Minerals Limited (the “Company") to inform interested parties about the Company and its progress. The material contained in this presentation sets out general background information on the Company and its activities. It does not
Slide 3: Board of Directors
Previous Board replaced in July 2022 to re-focus and increase the Company’s activities. CORPORATE PRESENTATION Mathew Boysen [ AUSTRALIA ] NON-EXECUTIVE CHAIRMAN Peter Tsegas Mark Gray [ TANZANIA ] [ NEW ZEALAND ] NON-EXECUTIVE DIRECTOR NON-EXECUTIVE DIRECTOR ASX:USC Board of Directors 3
Slide 4: Strategic pivot to US rare earth elements
US1 Critical Minerals Limited has successfully executed a significant strategic pivot, transitioning from its traditional focus on Tanzanian uranium to the high-stakes exploration and development of Rare Earth Elements (REE) in the United States. 20 25 This transition was formalised in late 2025 wit
Slide 5: Uranium is the Future
60 New nuclear plants under construction in 15 countries CORPORATE PRESENTATION Spot Uranium price USD/lb 400% Uranium gaining strength, prices up >400% since 2018 ASX:USC Uranium is the Future – and many countries are realizing this 5 Source: UxC, S&P Capital IQ, TD Cowen
Slide 6: Investment Summary
• Uranium focused ASX-listed explorer • 1320 km2 under license in Tanzania • Permits within the proven Selous Basin (Karoo Supergroup) of Tanzania CORPORATE PRESENTATION • Mkuju is in same basin as nearby Uranium One’s 125 Mlb (U3O8) Nyota deposit1 • US1’s 4.6 Mlb Likuyu North deposit2 well- suited
Slide 7: Likuyu project area and geology
• 725km2 area 20km south of Uranium One’s massive Nyota deposit. • Sediments of the lower Karoo. These rocks host southern Africa’s sandstone hosted uranium deposits: Nyota Deposit o Kyelekera, Malawi (46.3Mlbs U3O8 owned by Lotus 125Mlb U3O8*4 Resources), o Letlhakane, Botswana (118 Mlbs U3O8 also
Slide 8: Likuyu North Deposit
Example uranium mineralised interval from Likuyu North (U3O8ppm) CORPORATE PRESENTATION • JORC MRE of 7.7 Mt with an average grade of 267ppm U3O8 containing 4.6 Mlbs U3O8, within a ‘pit-shell’. • Up to 8 extensive ‘stacked’ layers, gently dipping, hosted by permeable coarse-grained sandstones • Appe
Slide 9: Likuyu North Deposit Exploration
2024 core drilling informs the next phase of exploration • ‘productive’ layers are within ~140m of surface and, • Drilling of several holes on fence lines is recommended: water - drilling rig and downhole logging to maximise no. holes • within the ‘front’ oxide and transitional oxidation state zones
Slide 10: SWC-Mtonya corridor and Likuyu South
• Two 10-15 km long corridors with abundant uranium showings. CORPORATE PRESENTATION • Likuyu South: Some drilling completed by Uranex pre-2013 but needs further work, not tested by US1. • Mtonya-SWC corridor. Prime target for a major roll-front deposit. Map showing Airborne Radiometric data for the
Slide 11: SWC-Mtonya corridor
• Exploration to date has targeted the areas with surface uranium, possibly the tail and lateral zones. Mtonya 2024 drilling highlights* • Future focus should be at the SW end of the corridor targeting a classic nose MTDD004: 2.3m @ 372 ppm eU3O8 from 6.2m ore zone. • Drilling on fence lines is reco
Slide 12: Mtonya Roll-Front Model
Conceptual model for roll-front system at Mtonya • Culmination of historic and US1’s work – a working model whereby the regional dip and the direction of groundwater flow is NE to SW. If there CORPORATE PRESENTATION is a full roll-front nose zone then it can be expected in the southwest, beyond the
Slide 13: High-grade mineralisation at SWC
• 2024 drilling suggests it is at the ‘tail’ of SWC 2024 drilling highlights* the system. High grade material at/near SWDD001: 3.8m @ 2,458 ppm eU3O8 from surface surface are the remains of a layer which is partially eroded and has been SWDD002: 2.4m @ 3,528 ppm eU3O8 from surface High-grade mineral
Slide 14: Likuyu North – Suited to In Situ Recovery (ISR)
Advantages of ISR are: • No pit and no rock-dumps, • No tailings disposal or storage requirement, • No crushing and pulverizing ore, • Power costs are less, CORPORATE PRESENTATION • Reduced labor costs, • Safer mining operation, • Restoration costs significantly less Cross section through Likuyu Nor
Slide 15: Eland – Early stage Niobium-Tantalum-Uranium Project
Highest grading 2022 rock-chip samples Map showing 2022 rock- chip samples over ground radiometric survey CORPORATE PRESENTATION Typical syenite with high Nb, Ta and U. • Large quartz syenite intrusion with zones of high Nb, Ta, Uranium • 2022 Rock-chip samples with up to 4120ppm Nb2O5, 571ppm Ta2O5
Slide 16: Foxy Project – Needs Step-Out Drilling
• Radiometric anomaly on a ridge with sub-cropping Karoo Supergroup sandstones. • Drilling of 19 holes by Western Metals Limited in 2008. • Best line of drilling open to the northwest, FRC014 intersected 6m with average of 217ppmU3O8 (by assay) including 2m with 405ppmU3O8. CORPORATE PRESENTATION •
Slide 17: JORC MRE for the Likuyu North Deposit
JORC MRE for the Likuyu North Deposit Grade Contained 100 pm U3O8 cut off Tonnes (millions) U3O8 ppm U3O8 Mlbs • Reported in accordance with the JORC Code Indicated 3.1 333 2.3 • Effective date 27 April 2022 Inferred 4.6 222 2.3 • Note that these are not in addition to each other, the 200ppm cut-off
Slide 18: Director biographies
Matthew Boysen Mark Gray Peter Tsegas Non-Executive Chairman Non-Executive Director Non-Executive Director Matthew is a self-made sophisticated investor, Mark has more than 20 years experience in c-suite 15+ years experience in Tanzania engaging both owning and operating a highly successful retail r
Slide 19: Thank You
• a info@us1cm.com +61 2 8397 9888 Suite 11.01, 1 Castlereagh St, Sydney NSW 2000 Thank You ASX:USC
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