Lodestar Minerals Limited · ASX:LSR
Lodestar Minerals — Investor Presentation (November 2025)
18 slides from Lodestar Minerals's investor presentation, November 2025
Slide 1: Growing Global Footprint, Multi-Commodity Leverage
Growing Global Footprint, Multi-Commodity Leverage P R E S E N TAT I O N November 2025 | ASX:LSR
Slide 2: Important Notices
Important Notices This presentation has been prepared by Lodestar Minerals Limited (Lodestar). The information Competent Persons Statement contained in this presentation is a professional opinion only and is given in good faith. Certain information in this document has been derived from third partie
Slide 3: Corporate Overview
Corporate Overview BOARD AND SENIOR MANAGEMENT Capital Structure - ASX:LSR Non-Executive Chairman Executive Director Non-Executive Director Shares on Issue 1,001,380,359 Ross Taylor Coraline Blaud David McArthur Chartered Accountant and finance Geologist with 10+ years’ experience Chartered Accounta
Slide 4: Renewed Global Focus: Critical & Precious Metals
Renewed Global Focus: Critical & Precious Metals Virgin Mountain Rare Earths Project, Arizona, USA Growing portfolio targeting high-grade critical and precious metals in globally significant mining jurisdictions • Situated within a region of advanced infrastructure proximal to the Rare Earth Element
Slide 5: Virgin Mountain Rare Earths Project USA Advisory Team Strategic Partnership
Virgin Mountain Rare Earths Project USA Advisory Team • Lodestar has entered into a strategic partnership with Tribeca Investment Partners, S3 Consortium (Next Investors (Stocks Digital)) and John Hancock’s Family Office (astroricha Capital SEZC) • Appointment of advisory team with Andy Martinez (MP
Slide 6: Virgin Mountain Rare Earths Project (Cont..)
Virgin Mountain Rare Earths Project (Cont..) At the Heart of USA REE Development, Harnessing Advanced Infrastructure • Virgin Mountain is on the border of Nevada and Arizona, proximal to the world-class Mountain Pass Rare Earth Element (REE) producing mine (12.15 Mt @ 4.79% Total Rare Earth Oxide (T
Slide 7: Virgin Mountain Rare Earths Project (Cont..)
Virgin Mountain Rare Earths Project (Cont..) Project Overview EXISTING DEMAND • The USA Office of Strategic Capital (OSC) confirmed a $150m federal loan to add Heavy Rare Earth separation capabilities to MP Materials’ existing processing facility, demonstrating demand for HREE. • The levels of Heavy
Slide 8: Virgin Mountain Rare Earths Project (Cont..)
Virgin Mountain Rare Earths Project (Cont..) The Hummingbird Prospect EXISTING MINERALISATION • Historic channel samples were taken by Globex Mining Enterprises (GME) in 2022 to validate historic assay results. • Due diligence sampling includes 1 : AGL-7, 1.26% TREO, cont. 36% HREO and 20% Nd/Pr AGL
Slide 9: Rare Earths Revolution is underway in the USA
Rare Earths Revolution is underway in the USA A Rare Earths “Revolution” is underway in the USA, aiming to secure supply for critical defence and commercial technologies and is seen as a new industrial policy approach US ~$83M (2024) to $135M (2030) Key Factors driving Rare Earths Demand Market CAGR
Slide 10: Chile: A Tier 1 IOCG & PCDs Jurisdiction
Chile: A Tier 1 IOCG & PCDs Jurisdiction Built on Decades of Discovery, Ready for the Next Boom LSR Projects • Chile is the largest Cu producer in the World and home to numerous IOCG - IOA and Cu-Au Porphyry deposits as well as high-grade Au deposits • Chile’s Iron Oxide-Copper-Gold (IOCG) and Porph
Slide 11: Darwin and Three Saints Projects
Darwin and Three Saints Projects INFRASTRUCTURE • Sealed access road crossing the tenement • 20 km from the main highway, Ruta 5, with high voltage electricity running along the highway • 75 km southwest of a large mining hub, the city of Copiapó, in Region III, the main mining district of Chile • 3
Slide 12: Darwin and Three Saints Projects (Cont..)
Darwin and Three Saints Projects (Cont..) • Maiden RC drilling programme completed in Q2 2025, comprising 16 holes for 2026m • Significant results included3: 8m @ 0.56 g/t Au from 96m in LDARC009 4m @ 0.39 g/t Au from 32m in LDARC014 1m @ 0.68 g/t Au from 35m in LDARC010 2m @ 0.48 g/t Au & 0
Slide 13: Ned's Creek Project: A Golden Opportunity
Ned’s Creek Project: A Golden Opportunity High Grade Gold Intersections – mineralisation extended 330m along strike RC drilling program of 4 holes for 966m was completed in September, targeting the extent of mineralisation at the Gidgee Flat prospect. Best Gold intercepts include4: 16m @ 1.94 g/t
Slide 14: Earaheedy Project: Grassroot Exploration
Earaheedy Project: Grassroot Exploration Exciting VMS potential • 450 km2 land package in the Earaheedy Basin • VMS Style potential: Emerging Earaheedy metallogenic terrane, same age as DeGrussa (Cu) • Geomorphological and geological studies mapped the regolith cover and existing outcrops and integr
Slide 15: Near-Term Value Catalysts
Near-Term Value Catalysts CY25 CY26 NEXT STEPS Nov Dec Jan Feb Mar Apr May Jun Finalising the Virgin Mountain Heavy Rare USA – Complete project acquisition Earth Project acquisition USA – Due Diligence – Site visit and LSR Validation of the Hummingbird reconnaissance sampling prospect Following resu
Slide 16: Investment Summary: Pathway to Discovery
Investment Summary: Pathway to Discovery DIVERSE COMMODITY EXPOSURE • Leveraged exposure to gold, copper and rare earths positions investors across the most in-demand sectors in the global energy and resources transition. STRATEGIC FOOTPRINT ACROSS TIER ONE JURISDICTIONS • Portfolio spans Western Au
Slide 17: Contact Details for Lodestar Minerals
Contact Details for Lodestar Minerals | ASX:LSR Coraline Blaud Executive Director Ph: +61 8 9435 3200 Email: info@lodestarminerals.com.au Level 1/31 Cliff St, Fremantle WA 6160 lodestarminerals.com.au | ASX:LSR 17
Slide 18: Appendix: Resource Benchmarking Data
Appendix Resource Benchmarking Data Resource Mine Company Measured Indicated Inferred Total Resource date Cu Au Ag Cu Au Ag Cu Au Ag Cu Au Ag Mt Mt Mt Mt % g/t g/t % g/t g/t % g/t g/t % g/t g/t Candelaria Lundin Mining 518 0.39 0.09 1.3 589 0.58 0.13 1.8 122 0.56 0.11 1.4 1,442 0.56 0.12 1.9 Dec, 20
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