Aldoro Resources Ltd. · ASX:ARN
Aldoro Resources — Investor Presentation (June 2026)
31 slides from Aldoro Resources's investor presentation, Jun 15, 2026
Slide 1: Advancing the Globally Significant Critical Mineral Hub Kameelburg
For personal use only Advancing the Globally Significant Critical Mineral Hub Kameelburg World’s No.1 Sr Resource¹ World’s No.3 REE Resource² Large Scale Nb-Mo-Fe Resource Corporate Presentation June 2026 | ASX: ARN ¹Refer Slide 22 ²Refer Slide 20
Slide 2: Disclaimer
Disclaimer The material in this Presentation has been prepared by Aldoro Resources Limited (“Aldoro”) and is general background information about Aldoro’s current activities as at the date of this presentation. This information is given in summary form and does not purport to be complete. Informatio
Slide 3: Company Snapshot
Company Snapshot Capital Structure - ASX:ARN BOARD & MANAGEMENT Quinn Li Executive Chairwoman Shares on Issue 236,717,195 Dr Minlu Fu Non-Executive Director Listed Options on Issue (Technical) For personal use only 30,151,025 (Expiry 01/06/2029) Mauro Piccini Non-Executive Director Performance Right
Slide 4: Management Team
Management Team Alignment > Experience > Execution > Efficiency > Performance > Success MS QUINN (LIQUN) LI DR MINLU FU EXECUTIVE CHAIRWOMAN & MAJOR SHAREHOLDER NON-EXECUTIVE DIRECTOR & LARGEST SHAREHOLDER M.S. Engineering | 20+ Years International Business Experience PhD (Geology) | 35+ Years Disco
Slide 5: The Aldoro Opportunity: Why Invest Now?
The Aldoro Opportunity: Why Invest Now? Superior Infrastrature and Location: Scarcity and Uniqueness: • 350 KM Direct Railway to port within tenement • World’s only deposit host 2 Top 32 REE & Sr Resource together • Bitumen highway on edge of tenement only 700 meters away • World’s only REE Project
Slide 6: Kameelburg: Project Overview
Kameelburg: Project Overview Kameelburg is a Tier-1 Multi Commodity, Critical Minerals Asset Located in Namibia, it will be one of the few large, integrated mines globally to simultaneously host multiple associated minerals, including rare earth carbonates, strontium carbonate, niobium, iron, and
Slide 7: Kameelburg: Tier-1 Resource Scale and Value
Kameelburg: Tier-1 Resource Scale and Value The resource comprises two parts: One of the World’s ONLY Project has resource Forecast to few large deposit of Sr 596.01 Mt @ significantly 1. Shallow portion - 2. Low-grade portion where rare Ave 2.17%=3.64% roughly 300 Mt - roughly 500 Mt integrated inc
Slide 8: Kameelburg: Strategic Position Global Sr & REE Game Changer
Kameelburg: Strategic Position Global Sr & REE Game Changer World’s only deposit that simultaneously contains three strategic resources (strontium, rare earths, and niobium) and ranks among the highest globally in resource volume for each Unique metallurgical characteristics means it will have a s
Slide 9: Kameelburg: Superior Feature Vs REE Key Peers Comparison
Kameelburg: Superior Feature Vs REE Key Peers Comparison Company Host Resource (Mt) Products Metallugical Processing Mining Radioactivity Mineral & TREO Grade Processing Complexity Advantage ARN (Kameelburg: Ancylite+Str 596-800 @ 2.5- REE+Sr+Nb+Mo No Flotaton( high- Low; direct REE Openpit+ Low Pol
Slide 10: Why Aldoro: Project Scarcity and Uniqueness
Why Aldoro: Project Scarcity and Uniqueness Key Resource Characteristics World’s only super-large carbonate rare-earth deposit (88% of the rare earths are contained in strontianite–cerite carbonate minerals and strontianite World’s only super-large strontium carbonate deposit (soluble in dilute
Slide 11: Why Aldoro: Unique and Superior Metallurgical Advantage
Why Aldoro: Unique and Superior Metallurgical Advantage Potentially Unique Direct-Leach Processing Advantage Initial testwork achieved approximately 72% TREE extraction and >99% strontium extraction without For personal use only optimization Eliminating / reducing beneficiation stages has the pote
Slide 12: Why Aldoro: ASX-listed REE Peer Metallurgy Comparison
Why Aldoro: ASX-listed REE Peer Metallurgy Comparison Project Operator Host Minerals Beneficiation Subsequent Concentrate Overall REE (ASX / NYSE) Method Hydromet Step Grade Recovery Mt Weld Lynas Monazite (REE Crushing, Sulphuric acid ~40% REO² 70-85% (LYC) phosphate) flotation² (Malaysia)² Mountai
Slide 13: Why Aldoro: Multiple Critical Mineral Hub
Why Aldoro: Multiple Critical Mineral Hub Strategic Global Supplier of Strontium $1,000 → $2,500/t 100% Imported 99% Extraction Strontium carbonate price surge in 2025 US sources all strontium from abroad - zero At ambient temperature - Kameelburg's key alone¹ domestic production since 1959 processi
Slide 14: Why Aldoro: Multiple Critical Mineral Hub
Why Aldoro: Multiple Critical Mineral Hub World’s only deposit that simultaneously contains three strategic resources (strontium, rare earths, and niobium) and ranks among the highest globally in resource volume for each REE Niobium For personal use only Critical to modern technology, electrificat
Slide 15: Why Aldoro: Superior Infrastructure and Location
For personal use only Why Aldoro: Superior Infrastructure and Location Investor Presentation – June 2026 www.aldororesources.com | ASX:ARN 15
Slide 16: Why Aldoro: Low Cost Mining & No Radiation
Why Aldoro: Low Cost Mining & No Radiation Low-Cost Open Pit Mining Start-up Open-pit mining resulting in low mining costs. The stripping ratio is estimated at 0.6:1 (current assay data indicate 62.73% is ore) For personal use only Very simple processing flowsheet, making both the mine’s develop
Slide 17: Why Aldoro: Upcoming Resource Upgrade & Value Boost
Why Aldoro: Upcoming Resource Upgrade & Value Boost Phase II diamond drilling program highlights for Upcoming Resource Upgrade Completed Phase II diamond program comprised 15 holes for 7,190m –remains open along strike, down- dip and at depth in all directions For personal use only First 5 Phase
Slide 18: Unlocking Huge Scale and Value: REE Peer Comparisons
Unlocking Huge Scale and Value: REE Peer Comparisons Kameelburg is a strategic Tier-1 asset that remains significantly undervalued Reported TREO Contained Company Ticker Market Cap Main Project MRE Grade TREO Tonnes Aldoro Resources ARN ~A$100M Kameelburg 597,070,000 2.49% ~14.9Mt Limited (Namibia)
Slide 19: Unlocking Huge Scale and Value: Bridging the Valuation Gap
Unlocking Huge Scale and Value: Bridging the Valuation Gap REE MINES IN PRODUCTION FID + UNDER CONSTRUCTION Lynas For personal use only MP Materials ADVANCED PRE-DEVELOPMENT Lindian Aldoro MC ~ A$0.1Bn MC~A$1.64Bn MC~A$16.05Bn MC~A$19.08Bn ~14.9Mt TREO ~5.7Mt TREO ~1.9Mt TREO ~4.39Mt TREO Investor P
Slide 20: Unlocking Huge Scale and Value
Unlocking Huge Scale and Value Largest global contained TREO resource 17.5 17.5 Size (Mt)) 15.0 ALDORO 15.0 ~ 14.9Mt TREO use only 12.5 12.5 TREO Resource 10.0 $0 to $500 Million Market Cap $1 billion to 25 Billion Market Cap 10.0 For personal 7.5 7.5 Contained LINDIAN 5.0 5.0 VITAL LYNAS METALS AUS
Slide 21: Unlocking Huge Scale and Value
Unlocking Huge Scale and Value Market Cap comparison to Major REE Players 17.5 17.5 ADVANCED PRE-DEVELOPMENT Size (Mt)) 15.0 15.0 ~ 14.9Mt TREO ~ A$100 Million Market Cap use only 12.5 12.5 TREO Resource REE MINES IN PRODUCTION 10.0 10.0 For personal FID + UNDER CONSTRUCTION 7.5 7.5 ~ A$1.64B MC Con
Slide 22: World's Five Largest Strontium Deposits by Region
Unlocking Huge Scale and Value World's Five Largest Strontium Deposits by Region # Country Key Region / Mineral Type Est Size (Mt) Notes / Features Deposit 1 Namibia Kameelburg, Strontianite 12.9 Mt Less complicated metallurgy than Otjiwarongo +Ancylite (inferred) celestite deposits. Currently at Fo
Slide 23: Exciting, Undervalued Critical Minerals Investment Opportunity
Unlocking Huge Scale and Value Exciting, Undervalued Critical Minerals Investment Opportunity Multiple near-term value catalysts including MRE upgrade and aggressive project development activities For personal use only Value to be unlocked via potential Offtake Agreements Aldoro ranks extremel
Slide 24: Unlocking Huge Scale and Value: Development Timeframe
Unlocking Huge Scale and Value: Development Timeframe Key Milestone Q2 Q3 2026 Q4 2026 Q1 2027 Q2 2027 Q3 2027 Q4 2027 2026 Month 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 Pending Phase II drilling assays 2 Complete JORC MRE update For personal use only 3 Complete detailed initial metallurgical
Slide 25: Unlocking Huge Scale and Value: Forecast Products & Volumes
Unlocking Huge Scale and Value: Forecast Products & Volumes Output Commercial Application Product from Mining (Kameelburg) Ton/Pa Rare-earth carbonate concentrate containing 20% 300,000 High-performance permanent magnets for electric vehicles, wind neodymium–praseodymium (NdPr), with a purity of t
Slide 26: Aldoro Resources: Contact Details
Aldoro Resources: Contact Details THANK YOU Aldoro Resources For personal use only For further enquiries: Sam Burns Six Degrees Investor Relations 0400 164 067 sam.burns@sdir.com.au Investor Presentation – June 2026 www.aldororesources.com | ASX:ARN 26
Slide 27: Appendices
Appendices 1. Project Development & Investment Timeline 2. Estimation of Investment Budget For personal use only 3. Strategy & Planning for Phase 1 & 2 Construction 4. Other Project Relevant Technical Information 5. Glossary. Investor Presentation – June 2026 www.aldororesources.com | ASX:ARN 27
Slide 28: References: Previously Reported Information
References: Previously Reported Information This presentation includes information previously released to ASX, including the following announcements: Date Announcement 26 September 2025 Kameelburg Mineral Resource grows by 85% 8 April 2026 Central Breakthrough Unlocks Larger Scale REE-Sr-Nb System F
Slide 29: References: Peer Group Data
References: Peer Group Data \ Sources and References The following information is available at each company website: ARN https://www.aldororesources.com/; LIN https://lindianresources.com.au/; MP Materials https://mpmaterials.com/; LYC https://lynasrareearths.com/; PEK https://peakrareearths.com/; A
Slide 30: References: Peer Metallurgy Comparisons (Slide 12)
References: Peer Metallurgy Comparisons (Slide 12) 2. Lynas Rare Earths Limited, corporate website (lynasrareearths.com/mt-weld-western-australia-2/); concentrate grade per published Mt Weld Concentrator design specifications and Lynas operating disclosures (Mt Weld Concentrator commissioned 2011, t
Slide 31: Appendix - Glossary
For personal use only Appendix 4 - Glossary Investor Presentation – June 2026 www.aldororesources.com | ASX:ARN 31