Coda Minerals Ltd · ASX:COD
Coda Minerals — Shareholder Meeting (November 2026)
21 slides from Coda Minerals's shareholder meeting presentation, Nov 11, 2026
Slide 1: Coda Minerals AGM Presentation
ASX COD rsonal use only Coda Minerals Investor Presentation AGM Presentation 11 November 2026
Slide 2: Important Notices
ASX COD Important Notices Nature of this document: The purpose of this presentation is to provide general information about Coda Minerals Limited (ACN 625 763 957) (the ‘Company’). Unless otherwise stated herein, the information in this presentation is based on the Company’s own information and esti
Slide 3: Video Presentation
ASX COD rsonal use only VIDEO PRESENTATION A video presentation accompanying this pack will be available to view online on our website. https://codaminerals.com/
Slide 4: The Address: This is where mines get built
THE ADDRESS ASX:COD This is where mines get built. Olympic Dam — BHP rsonal use only Oak Dam West — BHP 16 km BHP Oak Dam West Carrapateena — BHP 40 km BHP Carrapateena Elizabeth Creek 114 km BHP Olympic Dam 150 km Port Augusta port facilities, by sealed road Copper Key electrification metal, loomin
Slide 5: The Proposition: long-life copper-silver deposit
TH E PR OPO SITIO N ASX:COD A long-life copper-silver deposit to make finished metal in one plant. T H E R E S OU R C E T H E C H E MI S T RY T H E A D DR E S S THE VALUE rsonal use only 706kt Cu ~95% Cu South A$2.25Bn 28Moz Ag1 ~98% Ag2 Australia 56% IRR3 • 65.5Mt @ 1.6% CuEq • Extraction by whole-
Slide 6: Corporate: Board and Senior Management
ASX COD CORPORATE $0.087 427M $37M $10.08M Share Price Ordinary Shares Market Capitalisation Cash and Equivalents rsonal use only 10 Nov 2026 11 Nov 2026 11 Nov 2026 30 Sept 2026 Experienced Board & Management Discovery to Project delivery, exploration, studies and corporate 200+ 25+ development yea
Slide 7: Coda's Copper Portfolio and JORC Resource Summary
ASX:COD ELIZABETH CREEK Total Area: 701 km2 EMMIE BLUFF (FLAGSHIP) Underground Deposit CODA’S COPPER PORTFOLIO ~ 400m depth 65.5Mt @ 1.6% CuEq rsonal use only EMMIE DEEPS Iron Oxide Copper Gold (IOCG) Underground Deposit ~ 800m depth > 1 Million Tonnes of CuEq JORC RESOURCE SUMMARY 1 CuEq Resource C
Slide 8: Simple Mining – Open Pit and 400m Underground
ASX:COD SIMPLE MINING – OPEN PIT AND 400M UNDERGROUND Open Pits MG14 WINDABOUT rsonal use only ❖ MG14 - 1.3Mt @ 1.9% CuEq Production Target ❖ WINDABOUT - 6Mt @ 1.7% CuEq Production Target ❖ Provides early revenue Flagship Underground EMMIE BLUFF ❖ EMMIE BLUFF - 32Mt @ 1.8% CuEq Production Target 400
Slide 9: Base Case: Whole-Ore Chloride Leach
ASX:COD BASE CASE: WHOLE-ORE CHLORIDE LEACH CURRENT BASE CASE 94.8% 98.2% 40% P80 75µm Simplified leach flowsheet delivers exceptional recoveries rsonal use only (95% Cu, 98% Ag) Copper extraction Silver extraction Cobalt extraction grind, vs 32µm for flotation COPPER WHOLE ORE LEACH Cu CATHODE SX/E
Slide 10: Active Trade Off: Flotation–Albion Route
ASX:COD ACTIVE TRADE OFF: FLOTATION–ALBION ROUTE UNDER ASSESSMENT 83% Cu 82% Ag 86% Co Ongoing flotation test work continues to assess options rsonal use only to produce cobalt in addition to copper and silver extraction across the key metals, bulk-float test work COPPER Cu CATHODE SX/EW JAW CRUSHER
Slide 11: What Gets Mines Built
TIER 1 LOCATION ASX:COD What gets mines built The technical questions get the attention BUT these are the things that stop projects. rsonal use only WHAT HOLDS MINES BACK AT ELIZABETH CREEK Scoping Report gazetted 22 July 2026: the requirements for assessing a future Mining Lease Approvals Applicati
Slide 12: The Bridge: Multiple Funding Options
THE BRID GE · MU LT IP LE FU NDIN G OPT ION S ASX:COD PFS – integral to funding, silver provides options. W HO FUN DS A CO PPE R MI NE — AND W HAT T HEY NEE D T O S EE rsonal use only want a defined metal schedule — Streamers especially silver The PFS answers all four — mine plan, recoveries, costs
Slide 13: PFS Work Program: Progress and Pathway
PFS WORK P ROGRAM · PROGR ESS AN D P ATH WA Y ASX:COD A major body of work is driving the PFS forward C O M PL E T E D O N GO I N G N E XT S T EP S WOR KSTREA M rsonal use only ✓ 19-hole, 6,352 m drill program ⚫ TSF geotechnical study ➔ Mining method selection U N D E R G R O U N D ✓ 6-hole hydrogeo
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Slide 15: Appendix A: Statements – Mineral Resources
APPENDIX A: STATEMENTS Mineral Resources Mineral Resources and Exploration Targets rsonal use only 1. MG14 Indicated Mineral Resource: The information is extracted from the report entitled "Confirmation Statements JORC" created on 26th October 2020 and is avai lable to view at: https://cdn-api.marki
Slide 16: Appendix A: Competent Person Statement
APPENDIX A: STATEMENTS Competent Person Statement Competent Person Statement for JORC 2012 Mineral Resources - MG14 & Windabout rsonal use only This report was prepared in accordance with the 2012 Edition of the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reser
Slide 17: Appendix B: Aggregated Mineral Resources at Elizabeth Creek
APPENDIX B: MINERAL RESOURCES Aggregated Mineral Resources at Elizabeth Creek OPEN PIT Proposed Tonnage Cut-off Copper Cobalt Silver Zinc Copper Equivalent rsonal use only Resource Category Type Mining Mt Grade Grade Contained Grade Contained Grade Contained Grade Contained Grade Contained Method (%
Slide 18: Appendix C: Metal Equivalent Calculations
APPENDIX C: METAL EQUIVALENT CALCULATIONS Statement Regarding Metal Equivalent Calculations Metal Equivalent grades are quoted for one or more of the Emmie Bluff, Windabout and MG14 Mineral Resources, or for exploration results considered by the company to be related directly to one of these Miner a
Slide 19: Appendix C: Metal Equivalent Calculations (continued)
APPENDIX C: METAL EQUIVALENT CALCULATIONS Statement Regarding Metal Equivalent Calculations (continued) The calculation of this metal equivalent is based on the following assumptions: rsonal use only Metal Mining Dilution % Recovery % Payability % Forecast Price Price Unit Recovery % Copper 0.9 0.05
Slide 20: Appendix D: Statements and References
APPENDIX D: STATEMENTS & REFERENCES Production Targets – Listing Rule 5.19.2 rsonal use only In relation to any Production Target or any forecast financial information based on any Production Target quoted or referenced in this announcement, the Company confirms that all material assumptions underpi
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rsonal use only 6 Altona Street West Perth WA 6005 08 6270 6331 info@codaminerals.com