Delta Lithium Limited · ASX:DLI

Delta Lithium — Tribeca Future Facing Commodities Conference 2025

33 slides from Delta Lithium's conference presentation, Apr 2, 2025

  1. Slide 1: Corporate Presentation

    For personal use only CORPORATE PRESENTATION TRIBECA FUTURE FACING COMMODITIES CONFERENCE APRIL 2025 ASX: DLI deltalithium.com.au

  2. Slide 2: Corporate Overview

    MAJOR SHAREHOLDERS CORPORATE OVERVIEW 23% For personal use only CAPITAL STRUCTURE 42% SHARES ON ISSUE 716.5M 12% PERFORMANCE RIGHTS 14.8M OPTIONS 12.0M 11% 1% MARKET CAP A$125.4M1 11% CASH A$70.7M2 ENTERPRISE VALUE A$54.7M Mineral Resources 22.9% Idemitsu 12.0% Hancock Prospecting 10.7% RESEARCH COV

  3. Slide 3: Review of Operations: Key Projects

    REVIEW OF OPERATIONS Key Projects For personal use only 1. Greenbushes Lithium Operating Mine 2. Mt Cattlin Lithium Resources 3. Mt Holland Lithium Resources 4. Split Rocks Estimates (<5Mt) 5. Buldania Ports 6. Dome North 7. Bald Hill 21.9Mt @ 1.0% Li2O Total Lithium/Tantalum 8. Mt Marion Resources

  4. Slide 4: Proven Experience in Our Board

    PROVEN EXPERIENCE IN OUR BOARD PROJECT DELIVERY For personal use only Nader El Sayed James Croser Joshua Thurlow Tim Manners Steve Kovac Non-Executive Chairman Managing Director Non-Executive Director Non-Executive Director Non-Executive Director ► Current Managing Director of ► 25+ years operationa

  5. Slide 5: Rapid Development of Western Australian Assets

    RAPID DEVELOPMENT OF WESTERN AUSTRALIAN ASSETS For personal use only Our Team Major Shareholders Location ► Experienced resource ► Substantial investments ► Two JORC Lithium professionals with Life of by proven lithium miners, Resources Mine vision multinationals and ► Global MRE investors 36.5Mt @

  6. Slide 6: Mt Ida Lithium & Gold Project

    MT IDA LITHIUM & GOLD PROJECT For personal use only VALUE CREATION IN THE GOLDFIELDS 6 CORPORATE PRESENTATION APRIL 2025 ASX: DLI deltalithium.com.au

  7. Slide 7: Mt Ida Project Overview

    MT IDA PROJECT OVERVIEW Unique Deposit Geology – Lithium & Gold For personal use only adjacent High-grade LCT pegmatites at Sister Sam, Timoni & Sparrow 14.6Mt @ 1.2% Li2O for 433kt LCE includes Indicated Resources of 7.8Mt @ 1.3% Li2O & 224ppm Ta2O5 High-grade lode Gold in a Proven Gold District 6.

  8. Slide 8: Mt Ida Gold Resource

    MT IDA GOLD RESOURCE ► High-grade Mineral Resource – Mt Ida is one of the very few, large, high-grade undeveloped gold projects in WA For personal use only ► Significant Exploration Upside – RC & Diamond drilling underway to extend current resources and test highly prospective regional targets ► Wor

  9. Slide 9: Mt Ida Gold Resource

    MT IDA GOLD RESOURCE Mt Ida Gold Mineral Resource Estimate For personal use only Indicated Inferred Total Cut off Deposit Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces (000s) g/t Au (000s) (000s) g/t Au (000s) (000s) g/t Au (000s) Mt Ida Tailings 500 0.5 8 500 0.5 8 Baldock 1,525 4.9 2

  10. Slide 10: Mt Ida Gold Resource Extensions

    MT IDA GOLD RESOURCE EXTENSIONS Targeted Gold drilling has nearly completed For personal use only ► 4-Stage program 3540,000m RC & DD commenced 3Q24 ► Target Baldock MRE extensions & high-grade shoots, then regional ► Seeking to build ‘stand-alone’ scale ► MRE update 2Q25 then ► Infill drillout pha

  11. Slide 11: Mt Ida Recent Gold Results

    MT IDA RECENT GOLD RESULTS Numerous results1 outside the current Baldock MRE For personal use only ► 3m @ 18.2 g/t Au from 283m in IDRD364 ► 1.54m @ 37.3 g/t from 367.9m in IDRD325 ► 6m @ 13.4 g/t Au from 91m in IDRD389 ► Including 3m @ 25.1g/t Au from 92m ► 1.2m @ 10.1 g/t Au from 410.5m in IDRD333

  12. Slide 12: Baldock Metallurgy

    MT IDA GOLD RESOURCE - Baldock Metallurgy Grind-size variability testwork yields favourable results For personal use only ► Baldock 5 Main Lodes 086, 090, 100, 110, 140 amenable to standard crush/grind/CIL adsorption ► Representative samples composited with good spatial variability ► 24hr leach reco

  13. Slide 13: Baldock Metallurgy

    MT IDA GOLD RESOURCE - BALDOCK METALLURGY Meteor North 140 Lode Underground 090,100,110 Lodes 086 Lodes For personal use only Grind Calc Grind Calc Grind Calc Meteor North Gravity 24-hr Au Underground Gravity 24-hr Au 086 Open Pit Gravity 24-hr Au Size head Size head Size head Open Pit & Gold Extrac

  14. Slide 14: Mt Ida Gold Regional

    MT IDA GOLD REGIONAL ► Numerous high-grade historical gold intercepts along +20km perimeter of Copperfield Granite For personal use only ► Strategic geographical position in the Eastern Goldfields corridor - 6+ processing plants within 200kms ► 12,000m regional RC is stage 4 of current program ► Ear

  15. Slide 15: Yinnetharra Lithium Project

    YINNETHARRA LITHIUM PROJECT For personal use only GROWING A DISCOVERY IN THE EMERGING GASCOYNE PROVINCE 15 CORPORATE PRESENTATION APRIL 2025 ASX: DLI deltalithium.com.au

  16. Slide 16: Solid Progress at Yinnetharra

    YINNETHARRA LITHIUM PROJECT SOLID PROGRESS AT YINNETHARRA For personal use only ► Delta is centre-stage in a newly emerging Gascoyne Lithium Province ► JORC Lithium MRE at Malinda 21.9Mt @ 1.0% Li2O (at a 0.5% Li O cut-off grade) 2 ► Dominant 1,769km2 Gascoyne exploration project, including +80kms s

  17. Slide 17: JORC Lithium MRE at Malinda

    YINNETHARRA LITHIUM PROJECT JORC LITHIUM MRE AT MALINDA For personal use only ► 21.9Mt @ 1.0% Li2O (at a 0.5% Li2O cut off)1 Cut-off Li2O Ta2O5 Li Resource category Grade Tonnes Grade Li2O Grade (Li2O%) (Mt) (% Li2O) (Kt) (Ta2O5 ppm) Measured - - - - Indicated 16.1 1.0 158 77 Yinnetharra 0.5 Inferre

  18. Slide 18: Malinda Prospect

    MALINDA PROSPECT ► Three main LCT pegmatites M1, M36, M47 – all with excellent widths and high-grade lithium For personal use only assays ► Mineralisation is present from surface to a depth of at least 350m striking E-W for over 2km ► Feasibility level M1 metallurgy completed via 5t pilot process ►

  19. Slide 19: Malinda Prospect Metallurgy

    MALINDA PROSPECT Metallurgy testwork progression for M1 pegmatite For personal use only Locked Pilot Grades Units Batch Cycle Plant Feed Grade %Li2O 1.0 1.0 1.0 Concentrate Grade %Li2O 6.0 5.5 5.7 Recovery Breakdown Deslime Losses %Li2O 3.9 3.9 4.2 Mags Losses %Li2O 3.4 3.4 2.8 Mica Prefloat Losses

  20. Slide 20: Yinnetharra Lithium Project Tantalum

    YINNETHARRA LITHIUM PROJECT For personal use only ► Investigate a growing Tantalum MRE ► Updated Tantalum MRE calculated OUTSIDE the Lithium wireframes of: 17.5Mt @ 136ppm Ta2O5 ► Sits within current resource pit shells used for MRE estimations ► TOTAL Malinda Tantalum MRE is: 39.4Mt @ 102ppm Ta2O5

  21. Slide 21: Exploration Program 2025

    YINNETHARRA LITHIUM PROJECT EXPLORATION PROGRAM 2025 Regional field work commenced CY2025 including soil For personal use only ► sampling and mapping to target new Prospects ► Geotechnical drilling across Malinda completed ► Scheduled heritage, flora and fauna surveys ► Focus on hydrogeology with se

  22. Slide 22: The Delta Strategy

    THE DELTA STRATEGY PLAN FOR SUCCESS – EXECUTE THE PLAN For personal use only STRONG FOCUS ON CAPITAL ALLOCATION & CASH PRESERVATION BUILDING UPON CONFIDENCE AT YINNETHARRA GOAL IS TO DEVELOP AN OPERATING MINE MOVING TOWARDS MONETISING GOLD TO FUND GROWTH OPEN TO ACQUISITIONS THAT COMPLIMENT OUR STRA

  23. Slide 23: For personal use only

    For personal use only Premium Locations Our Team Major Shareholders ► Hardrock Lithium Capital ► Results driven with ► Proven hardrock lithium of the World proven hardrock lithium partners experience Yinnetharra Mt Ida Upcoming Catalysts ► JORC Lithium resource ► JORC Lithium resource ► Exploration

  24. Slide 24: Thank you

    For personal use only Thank you. 24 CORPORATE PRESENTATION APRIL 2025 ASX: DLI deltalithium.com.au

  25. Slide 25: Group Mineral Resource Estimates

    GROUP MINERAL RESOURCE ESTIMATES Lithium Mineral Resource Estimates For personal use only Delta Lithium Group Mineral Resource Estimate Li2O Cut-off grade Resource Category Tonnes Grade Li2O Grade (%Li2O) (Mt) (%Li2O) (Kt) (Ta2O5 ppm) Measured - - - - Indicated 16.1 1.0 158 77 Yinnetharra 0.5 Inferr

  26. Slide 26: Group Mineral Resource Estimates

    GROUP MINERAL RESOURCE ESTIMATES Mt Ida Gold Mineral Resource Estimate For personal use only Indicated Inferred Total Indicated Inferred Total Indicated Inferred Total Deposit Cut off Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces (000s) g/t Au (000s) (000s) g/t Au (000s) (000s) g/t Au

  27. Slide 27: Group Mineral Resource Estimates: Tantalum

    GROUP MINERAL RESOURCE ESTIMATES Tantalum Mineral Resource Estimates For personal use only Yinnetharra Tantalum ONLY Resource March 2025 Cut-off grade Area Resource category Tonnes (Mt) Li2O% Li2O (Kt) Ta2O5 ppm Ta2O5 (Kt) (Ta2O5ppm) Measured - - - - Indicated 10.4 0.1 12 122 1.3 MALINDA 65 Inferred

  28. Slide 28: Baldock '5 Main Lodes' Resource Table

    BALDOCK ‘5 MAIN LODES’ RESOURCE TABLE Indicated Inferred Total Au Cu Au Cu Au Cu For personal use only Cut off Deposit Tonnes Grade Tonnes Grade Tonnes Grade Ounces Grade Tonnes Ounces Grade Tonnes Ounces Grade Tonnes (000s) g/t Au (000s) g/t Au (000s) g/t Au (000s) Cu % (000s) Cu % (000s) Cu % 086

  29. Slide 29: Baldock Metallurgy Composite Results

    BALDOCK METALLURGY COMPOSITE RESULTS 086 Lode For personal use only Grind Tail Reagents Start Head Au Grade (g/t) Au Extraction (%) Size Au (kg/t) Comp ID Test ID P80 NaCN Grade (μm) Assay Calc. Grav 2-hr 4-hr 8-hr 24-hr 48-hr (g/t) NaCN Lime (ppm) OXIDE GOLD ORE MASTER IM2078 75 1000 4.55 / 3.55 4.

  30. Slide 30: Baldock Metallurgy Composite Results

    BALDOCK METALLURGY COMPOSITE RESULTS Underground 090, 100, 110 Lode Composites For personal use only Grind Reagents Start Head Au Grade (g/t) Au Extraction (%) Tail Au Size (kg/t) Comp ID Test ID Grade P80 NaCN Assay Calc. Grav 2-hr 4-hr 8-hr 24-hr 48-hr (g/t) NaCN Lime (μm) (ppm) IM2300 140 1000 29

  31. Slide 31: Baldock Metallurgy Composite Results

    BALDOCK METALLURGY COMPOSITE RESULTS Meteor North 140 Lode For personal use only Grind Reagents Start Head Au Grade (g/t) Au Extraction (%) Tail Au Size (kg/t) Test ID Grade P80 NaCN Assay Calc. Grav 2-hr 4-hr 8-hr 24-hr 48-hr (g/t) NaCN Lime (μm) (ppm) IM2269 140 1000 2.64 18.03 77.66 82.04 87.43 9

  32. Slide 32: Important Notices and Disclaimer

    IMPORTANT NOTICES AND DISCLAIMER DISCLAIMER For personal use only You must read the following notices before reading or making any use of this document or any information contained in this document. Investment risk By continuing to read, use or otherwise act on this document, you agree to be bound b

  33. Slide 33: Important Notices and Disclaimer

    IMPORTANT NOTICES AND DISCLAIMER COMPETENT PERSON STATEMENT For personal use only JORC and Listing Rules Compliance Statement m) 24 January 2025 entitled “Mt Ida Exploration Update” and for which the consent of the Competent Person, Mr Shane Murray, was obtained Information in this Presentation that

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