Yari Minerals Limited · ASX:YAR
Yari Minerals — Yari Resources — Investor Presentation (June 2025)
17 slides from Yari Minerals's investor presentation, Jun 16, 2025
Slide 1: Building a Significant Resource in Queensland's Coal Heartland
For personal use only Building a Significant Resource in Queensland’s Coal Heartland 100% Owner of Rolleston South Project A 151Mt JORC Inferred Resource with upside Shareholder Investor Presentation June 2025 | ASX:YAR
Slide 2: Rolleston South in the World Leading Bowen Coal Basin
Rolleston South in the World Leading Bowen Coal Basin For personal use only Large resource of high Inferred Resource already 151Mt quality coal post 91% uplift driven by 2021 coal seam gas well data Inaugural drill program: aiming Located in Tier 1 Coal jurisdiction for a fast-track path to resource
Slide 3: Prime Location - Bowen Coal Basin in South-East Queensland
Prime Location - Bowen Coal Basin in South-East Queensland For personal use only Meteor Downs rail loading loop Lowesby Meteor Downs Albinia South Mine Glencore rail loading loop Glencore Rolleston Rolleston Mine Coorumbene The Rolleston South Coal Project is a highly prospective coal exploration Ro
Slide 4: High-Leverage in a World-Class Basin
High-Leverage in a World-Class Basin ✓ Yari Minerals identified a significant resource opportunity in the World Class Bowen Basin For personal use only ✓ Secured on favourable floor terms, aligning the interests of vendors and shareholders ✓ Strategically located near infrastructure, supported by fa
Slide 5: Why Coal?
Why Coal? Global Coal Consumption Consensus Price Forecasts For personal use only 10000 150 9000 140 8000 130 7000 6000 120 5000 MT 110 4000 100 3000 90 2000 1000 80 0 2025 2026 2027 2028 2029 Long-Term 2000 2005 2010 2015 2020 2024 Semi-soft coking coal (USD/t Nominal) China India ASEAN US EU ROW N
Slide 6: Why Queensland? Infrastructure, Services, Regulations
Why Queensland? Infrastructure, Services, Regulations Australia ranks as the fifth-largest For personal use only coal producer, second-largest QLD Coal Net Output exporter, and holds the third-largest 300,000,000 coal reserves globally (Energy Institute, 2023). 250,000,000 In 2023, the coal industry
Slide 7: Queensland is Open for (Coal) Business
Queensland is Open for (Coal) Business For personal use only Coal: Fuelling growth and opportunity Queensland’s coal industry plays a vital role in the state’s economy, driving global exports, supporting domestic energy needs, and creating thousands of jobs. With high- quality resources, world-class
Slide 8: Rolleston South Acquisition Snapshot
Rolleston South Acquisition Snapshot For personal use only Acquisition price of Rolleston Market Cap stands at $7.21M Issued Capital to 601.9M South was 119.7m shares (19.9% with $1.7M in cash reserves (including 47.2M deferred shares of YAR) post shareholder approval) Milestone payment of 86.0M Ent
Slide 9: 91% Upgrade to 151Mt JORC Inferred Resource
91% Upgrade to 151Mt JORC Inferred Resource ✓ Yari Minerals increased Rolleston South Coal Project JORC Inferred Resource ~ 91% to 151Mt, up from 78.9Mt1 For personal use only ✓ Upgrade based on 2021 coal seam gas well data — no additional drilling cost ✓ Model expansion and improved coal seam thick
Slide 10: Significant Exploration Upside in a World-Class Basin
Significant Exploration Upside in a World-Class Basin The highly prospective Rolleston South Coal Project comprises two For personal use only granted Exploration Permits for Coal (EPCs), located in a proven basin and surrounded by major operators and development partners — including Glencore, Peabod
Slide 11: High-quality Infrastructure
High-quality Infrastructure For personal use only Coal project success requires high-quality infrastructure access State highway transits the project site approx. 40km by sealed road to the Blackwater rail system Blackwater rail system allows access to coal loading facilities at the Port of Gladston
Slide 12: Yari Team
Yari Team For personal use only Eduardo Robaina Anthony Italiano William Witham Non-Executive Chair Managing Director Non-Executive Director Mr. Robaina is a highly experienced Managing Mr Italiano is a Chartered Accountant with Mr Witham is a highly experienced geologist Director and Engineering Co
Slide 13: Key Milestones to re-rate resource value
Key Milestones to re-rate resource value 2026 For personal use only H2 2025 Define pathway for mining lease or H2 mining 2025 development Drilling campaign lease application targeting improvement in Q2 Finalise resource category 2025 development work and test-work for for inaugural semi-soft coking
Slide 14: Appendix
For personal use only Appendix
Slide 15: Appendix 1: Rolleston South coal qualities
Appendix 1: Rolleston South coal qualities • Historical coal quality data from the Rolleston region shows a coal product with low ash (circa 8%) can be sustained at a yield of 85% For personal use only • Salable coal product is “export quality” thermal with high volatiles, low sulphur, and a high ca
Slide 16: Appendix 2: Excellent transportation infrastructure
Appendix 2: Excellenttransportationinfrastructure Proximal to excellent transport infrastructure to deliver product to key Asian markets For personal use only • The Rolleston South is close to the electrified Blackwater Rail System which services over 14 coal mines in central Queensland • The system
Slide 17: Contact
ASX:YAR For personal use only Contact Anthony Italiano Melissa Tempra Managing Director Media & Investor Relations E. info@yariminerals.com.au E. melissa@nwrcommunications.com.au YariMineralsLImited YariMinerals yariminerals.com.au