Alkane Resources Ltd · ASX:ALK
Alkane Resources — Noosa Mining Investor Conference 2026
26 slides from Alkane Resources's conference presentation, Jul 22, 2026
Slide 1: ASX Announcement: Noosa Mining Investor Conference Presentation
ASX ANNOUNCEMENT 22 July 2026 Noosa Mining Investor Conference Presentation Perth, Western Australia - Alkane Resources Limited (ASX: ALK, TSX: ALK, OTCQX: ALKRY) (‘Alkane’) advises that Managing Director & CEO, Mr Nic Earner, will be presenting at the Noosa Mining Investor Conference (‘Conference’)
Slide 2: Noosa Mining Investor Conference
Noosa Mining Investor Conference Nic Earner: Managing Director & CEO July 2026 © 2026 Alkane Resources | ASX:ALK | TSX:ALK | OTCQX:ALKRY 1
Slide 3: Important Notices and Disclaimer
Important Notices and Disclaimer This presentation is current as at 22 July 2026 and has been prepared by Alkane Resources Limited (ASX: ALK, TSX: ALK, OTCQX: ALKRY) (Alkane) based on information available to it at the time of preparing this presentation. No representation or warranty, express or im
Slide 4: Important Notices and Disclaimer
Important Notices and Disclaimer For the purposes of National Instrument 43-101 – Standards of Disclosure for Mineral Projects (‘NI 43-101’), the scientific and technical information contained in this presentation has been prepared under the supervision of, and approved by, Mr Chris Davis, who is a
Slide 5: What Did I Say Last Year at Noosa?
What Did I Say Last Year at Noosa?1 Merging with Mandalay on 5 August 2025 Should produce over 160k AuEq2 in FY2026 Will have strong cash generation Will have increased share trading liquidity Should enter the S&P ASX300 index Said “Don’t be the person next year who says ‘I wish I’d listened to you’
Slide 6: What Did I Say Last Year at Noosa?
What Did I Say Last Year at Noosa?1 Merging with Mandalay in August 2025 Successfully completed merger Should produce 160k+ AuEq2 in FY2026 168k AuEq1,2 produced in FY2026 Cash increased from $190m to $432m, debt Will have strong cash generation free with +$500m of balance sheet liquidity2 Will have
Slide 7: Best-performing ASX Gold Producer
Best-performing ASX Gold Producer Company Ticker 12 Month Return (~%)1 Alkane ALK 102 Vault VAU 86 Kingsgate KCN 61 Westgold WGX 58 Ora Banda OBM 54 Greatland GGP 49 Newmont NEM 46 St Barbara SBM 45 Genesis GMD 43 Evolution EVN 40 Resolute RSG 40 VanEck Gold ETF GDX 32 Emerald EMR 32 Perseus PRU 31
Slide 8: So Now, Why Own Alkane?
So Now, Why Own Alkane? FY2027 guidance1 of: 163-177koz AuEq2 AISC $2,900-$3,200 per AuEq2 Strong cash generation with +$500m of balance sheet liquidity Antimony exposure Growth and mine life extension investment underway Long growth option with a large Au- Cu project progressing to approval Consoli
Slide 9: Alkane – a Mid-Tier Gold Company
Alkane – a Mid-Tier Gold Company Gold, Antimony, Scale, Balance Sheet & Growth Capital Structure3 BODA-KAISER TOMINGLEY Ordinary Shares 1,366.2 million Aitik Cadia NSW Share Price (20 July 2026) A$1.32 / US$0.92 Sydney BJÖRKDAL Market Capitalisation A$1,803m / US$1,262m Skellefteå Boliden A$0.64/1.8
Slide 10: A History of Delivery
A History of Delivery The Last 10 Years Tomingley Discovered resource extensions, developed underground, new mining area permitted, upgraded plant, installed paste plant, increasing production Boda-Kaiser Discovered resource, completed scoping study, commenced environmental work Corporate Invested i
Slide 11: A History of Delivery: Meeting Guidance
A History of Delivery Meeting Guidance ALKANE RESOURCES | ASX:ALK | TSX:ALK | OTCQX: ALKRY 10
Slide 12: Tomingley (Australia)
Tomingley (Australia) HIGH-PERFORMING GOLD MINE POSITIONED FOR GROWTH 11
Slide 13: Tomingley Gold Mine (100%)
Tomingley Gold Mine (100%) Reliable, Long-term Production in NSW • Underground at Roswell, Caloma 1 and 2 • Future Open Pit at San Antonio, Roswell Current Mining • Paste fill at Roswell • Mining at 1.3M tpa Saleable Product Gold doré • 1M tpa process plant, run-rate at +1.2M tpa Processing • Permit
Slide 14: Costerfield (Australia)
Costerfield (Australia) ONE OF THE WORLD’S HIGHEST-GRADE GOLD AND ANTIMONY MINES 13
Slide 15: Costerfield Gold-Antimony Mine (100%)
Costerfield Gold-Antimony Mine (100%) High Grade Narrow Vein Mining in Victoria Current Mining Underground at Youle and Shepherd Saleable Product Gold gravity | Gold and antimony concentrate Processing 140,000 tpa 0.150 Moz Au | 11 kt Sb | 0.231 Moz AuEq3 Reserves1 (0.54Mt @ 8.7 g/t Au and 2.0% Sb)
Slide 16: Björkdal (Sweden)
Björkdal (Sweden) LONG LIFE UNDERGROUND AND OPEN CUT GOLD MINE 15
Slide 17: Björkdal Gold Mine (100%)
Björkdal Gold Mine (100%) Long-term Production in Sweden Current Mining Underground Saleable Product Gold concentrate Processing 1.4M tpa Reserves1 0.54 Moz Au (13.1Mt @ 1.29 g/t Au) Resources (MI) 2 1.40 Moz Au (20.4Mt @ 2.14 g/t Au) FY2025 41.4 koz Au Production3 FY2026 40.8 koz Au Production4 Und
Slide 18: Boda-Kaiser (Australia)
Boda-Kaiser (Australia) LARGE-SCALE DEVELOPMENT PROJECT 17
Slide 19: Boda-Kaiser
Boda-Kaiser A Significant Gold-Copper Project in a Premier Location 14.7 Moz AuEq1,2 in Resources ~65% in Indicated Category Au = A$3,500/oz (~US$2,334/oz) July 2024 Scoping Study2 Cu = A$15,000/t (~US$10,000/t) Scoping study at 20 Mtpa throughput 20 Mtpa produced over LOM: 17+ years Throughput Life
Slide 20: Boda-Kaiser Potential timeline
Boda-Kaiser Potential timeline 2025 2026 2027 2028 2029 2030 2031 2032 2033 Stakeholder Consultation Environmental Studies Property Negotiations Site Selection Rail, Power, Road, Water & Windfarm Negotiations Project Approvals Bankable Feasibility Study Financing & Final Investment Decision Construc
Slide 21: Thank You
Thank You ASX: ALK Alkane Contact Information: Natalie Chapman Corporate Communications Manager TSX: ALK +61 418 642 556 natalie.chapman@alkres.com OTCQX: ALKRY alkres.com @alkane-resources-ltd @alkaneresources 20
Slide 22: Appendix
Appendix RESERVES AND RESOURCES STATEMENTS 21
Slide 23: Tomingley
Tomingley Reserves and Resources Statement1 Tomingley Operations – Mineral Resources (at 30 June 2025) Tomingley Operations – Ore Reserves (at 30 June 2025) Measured Indicated Inferred Total Proved Probable Total Deposit Tonnes Grade Tonnes Grade Tonnes Grade Tonnes Grade Gold Deposit Tonnes Grade T
Slide 24: Costerfield
Costerfield Reserves and Resources Statement1 Tonnes Au Sb Au Sb Category (kt) (g/t) (%) (koz) (kt) Costerfield Operations – Mineral Resources (at 30 June 2025) Measured - UG 387 13.1 3.7 162 14.4 Resources 1. The Mineral Resource is estimated as at 31 Dec 2024 with depletion through to 30 June 2025
Slide 25: Björkdal
Björkdal Reserves and Resources Statement1 Björkdal Gold Mine – Mineral Resources (at 30 June 2025) Björkdal Gold Mine – Ore Reserves (at 30 June 2025) Measured Indicated Inferred Total Proved Probable Total Deposit Tonnes Grade Tonnes Grade Tonnes Grade Tonnes Grade Gold Deposit Tonnes Grade Tonnes
Slide 26: Boda-Kaiser
Boda-Kaiser Reserves and Resources Statement1 Indicated Inferred Total Metal Deposit Tonnes Au Cu Tonnes Au Cu Tonnes AuEq1 Au Cu AuEq1 Au Cu (Mt) (g/t) (%) (Mt) (g/t) (%) (Mt) (g/t) (g/t) (%) (Moz) (Moz) (Mt) Open Pittable Resources (cut-off 0.3g/t AuEq) Boda 191 0.36 0.17 42 0.29 0.16 233 0.58 0.3
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