Yari Minerals Limited · ASX:YAR
Yari Minerals — Investor Presentation (May 2025)
15 slides from Yari Minerals's investor presentation, May 27, 2025
Slide 1: Rolleston South Coal Project - Queensland
Rolleston South Coal Project - For personal use only Queensland High-grade thermal and semi-soft coking coal JORC inferred resource 78.9 MT and significant exploration upside Investor Presentation | 27 May 2025
Slide 2: Disclaimer
Disclaimer Forward-looking information statements and information This presentation contains forward looking statements and forward-looking information, which are based on assumptions and judgments of management regarding future events and results. Such forward-looking statements and forward-looking
Slide 3: Rolleston South – accelerated path to resource growth and development
Rolleston South – accelerated path to resource growth and development Resource growth and improvement For personal use only High quality thermal and/or semi-soft coking coal Proximity to world class mining infrastructure Rolleston South Coal Project – Investor Presentation May 2025 yariminerals.com.
Slide 4: Rolleston South – project highlights
Rolleston South – project highlights Inferred Resource 78.9 MT with upside For personal use only 40km by direct state highway to coal loading loops Blackwater rail system and Port of Gladstone provide third party access Rolleston South Coal Project – Investor Presentation May 2025 yariminerals.com.a
Slide 5: Rolleston South location
Rolleston South location The Rolleston South For personal use only Coal Project is a highly prospective coal exploration project located in the world class Bowen coal basin in south- east Queensland. Rolleston South Coal Project – Investor Presentation May 2025 yariminerals.com.au
Slide 6: Transaction details
Transaction details Purchase Purchase Issued Milestone Major price consideration Capital1 payment Shareholder 29.9% 119.7M 601.9M 86.0M 25.0% For personal use only of YAR (19.9%) on full issue of > 100.0MT of JORC Copulos Group purchase inferred Market Cap Cash Enterprise EV/Resource Value JORC Reso
Slide 7: Highly prospective tenure in the world-class Bowen Basin
Highly prospective tenure in the world-class Bowen Basin The highly prospective Rolleston A 2018 drilling campaign Review of the 2018 Resource For personal use only South Coal Project comprises two confirmed six significant seams (X, Model, incorporating two granted Exploration Permits for Coal A-E;
Slide 8: Rolleston South infrastructure
Rolleston South infrastructure Coal project success requires high- quality infrastructure access For personal use only 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 o
Slide 9: 2025 Action Plan
2025 Action Plan For personal use only Q2 2024 H2 2025 H2 2025 2026 Review Resource Finalise Drilling campaign Define pathway for Model with development work targeting improvement in mining lease or additional coal for inaugural resource category and mining seam gas well drilling campaign test-work
Slide 10: Our Team
Our 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 more Mr Witham is a highly experienced geologist and mining Director and
Slide 11: Appendix 1: JORC (2012) compliant Inferred Resource details
Appendix 1: JORC (2012) compliant Inferred Resource details • A 2018 drilling campaign within BCDP confirmed the Bandanna Formation hosts the six coal seams named “X” and “A” to “E” which are moderately thick (~1-to-6m) plus continuous in nature according to seismic sections • Modelling historical d
Slide 12: Appendix 2: Rolleston South coal qualities
Appendix 2: 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% • Salable coal product is “export quality” thermal with high volatiles, low sulphur, and a high calorific value • Histor
Slide 13: Appendix 3: Excellent transportation infrastructure
Appendix 3: Excellent transportation infrastructure Proximal to excellent transport infrastructure to deliver product to key Asian markets: • The Rolleston South is close to the electrified Blackwater Rail System which services over 14 coal mines in central Queensland For personal use only • The sys
Slide 14: Appendix 4: Investor communications strategy
Appendix 4: Investor communications strategy 24 – 26 21 – 23 For personal use only JUNE 2025 OCTOBER 2025 Gold Coast International Mining Investment and Resources Showcase Conference Sydney @YariMineralsLimited @YariMinerals Rolleston South Coal Project – Investor Presentation May 2025 yariminerals.
Slide 15: Thank you - Contact details
Bowen Coal Dynasty Project For personal use only Thank you Contact details Anthony Italiano| Managing Director +61 (8) 6400 6222 E: info@yariminerals.com.au @YariMineralsLimited Rolleston South Coal Project – Investor Presentation May 2025 @YariMinerals yariminerals.com.au