Group 6 Metals Limited · ASX:G6M
Group 6 Metals — Investor Presentation (August 2026)
20 slides from Group 6 Metals's investor presentation, Aug 4, 2026
Slide 1: Group 6 Metals: Tungsten. Reborn.
ASX: G6M For personal use only Group 6 Metals Tungsten. Reborn. A recapitalised, cash-flow-positive critical-minerals producer operating the 100%- owned Dolphin Tungsten Mine — reinstated to ASX quotation. 100% $81.13M King Island Cash flow OWNED DOLPHIN MINE DEBT RECAPITALISED TASMANIA, AUSTRALIA P
Slide 2: An Australian critical-minerals producer
COMPANY OVERVIEW An Australian critical-minerals producer Dolphin Tungsten Mine For personal use only King Island, Tasmania Group 6 Metals Limited (ASX: G6M), formerly King Island Scheelite, is an exploration, development and production company focused on the redevelopment of its 100%-owned Dolphin
Slide 3: G6M reinstated to ASX quotation
ASX REINSTATEMENT G6M reinstated to ASX quotation For personal use only ASX lifted the suspension of G6M securities after the Company satisfied its reinstatement conditions. ASX CONDITIONS Satisfied 30 JUL 2026 SUSPENSION QUOTATION RESTORED Lifted EFFECTIVE From commencement of trading Offer context
Slide 4: The investment case
WHY GROUP 6 METALS The investment case For personal use only Recapitalised & de-risked PROVEN RESULTS $81.13M of debt converted to equity; positive project cash flow restored. High-value underground phase 25,514 MTU WO₃ sold in the June 2026 quarter ~1% WO3 ore from Q1 FY27 — the life-of-mine's bigg
Slide 5: The Recapitalisation completed April 5
BALANCE SHEET RESET The Recapitalisation completed April 2025 For personal use only Agreed with senior and subordinate lenders and major creditors, the Recapitalisation converted debt and accrued interest into equity — removing unsustainable repayment obligations and strengthening the balance sheet.
Slide 6: A transformation plan delivering results
THE TURNAROUND A transformation plan delivering results For personal use only Four coordinated workstreams restored positive project cash flow across the December 2025, March 2026 and June 2026 quarters. 01 02 03 04 Optimised Mine Plan Processing Plant Operating Cost Renewed Board and Optimisation R
Slide 7: A strategic metal in a tightening market
TUNGSTEN BENCHMARK WHY TUNGSTEN Rotterdam APT price EU high & low, US$/MTU — last 18 months A strategic metal in a tightening market For personal use only EU High EU Low $3,000 Tungsten — in Group 6 of the periodic table — is a critical mineral and geopolitically strategic resource. Pricing under G6
Slide 8: First-half FY26: results compounding
HALF-YEAR RESULTS First-half FY26: results compounding For personal use only Operating gains across the recent quarters drove record half-year production and a return to profit for the six months to 31 December 2025. MTUs WO₃ PRODUCED H AL F - Y E AR R E V E NU E C ASH R E C E I P T S NE T P R O FI
Slide 9: The June 2026 quarter in numbers
QUARTERLY RESULTS The June 2026 quarter in numbers For personal use only The latest Quarterly Activities and Appendix 5B report shows a record 77,953 t of ore processed and a third consecutive cash-flow-positive quarter as underground mining commenced. M TUs WO₃ PRODUCED M TUs WO₃ SOLD N ET OPER ATI
Slide 10: The Dolphin Tungsten Mine
OPERATIONS The Dolphin Tungsten Mine For personal use only Transitioning from open-cut to a high-value underground phase. High-grade stockpiles Record concentrate output Open-cut mining ceased August 2025, leaving Reduced downtime and improved recoveries delivered significant stockpiles processed wi
Slide 11: The underground phase
THE VALUE DRIVER The underground phase For personal use only The highest value-adding phase of the life-of-mine — with the potential to deliver significant NPV and materially increase the Company's enterprise value. FY27 Mining of high-grade ore body begins ~1% WO3 Very high-grade underground ore Q1
Slide 12: Underground mining is active again on King Island
IN THE CHAIRMAN’S WORDS For personal use only Underground mining is active again on King Island — these are very exciting times. Kevin Pallas E X E C U T I V E C H A I R M A N, G R O U P 6 M E T A L S 12
Slide 13: The production model, by the numbers
OPERATING ASSUMPTIONS The production model, by the numbers For personal use only Key assumptions underpinning the 14-month cash-flow forecast to 31 August 2027. 26,108 t 0.54% WO3 60.3% Avg plant throughput / month Average feed grade Average metallurgical recovery 118,000 US$2,800 US$0.70 MTUs of WO
Slide 14: 14-month use of funds to August 2027
FINANCIAL OUTLOOK 14-month use of funds to 31 August 2027 For personal use only Following reinstatement, G6M expects sufficient working capital for at least 12 months without further fundraising. Figures in A$. STARTING CASH OPERATING ACTIVITIES CAPITAL EXPENDITURE DEBT & INTEREST CLOSING CASH $49.4
Slide 15: Cash flow bridge to August 2027
FINANCIAL OUTLOOK Cash flow bridge to 31 August 2027 For personal use only A$ millions. Operating cash flow more than funds capital works and debt servicing, lifting cash from $49.46M to $209.28M. $49.67M $25.56M $235.03M $209.28M $49.46M Starting Cash Operating Activities Capital Expenditure Debt &
Slide 16: Medium- and long-term value creation
GROWTH PIPELINE Medium- and long-term value creation For personal use only Beyond the 14-month workplan, the Board is advancing initiatives to extend mine life and enhance returns. Bold Head deposit Exploration upside Ore sorting technology Extend underground mining into the adjacent Further geologi
Slide 17: Risks investors should consider
KEY RISKS Risks investors should consider For personal use only An investment in G6M carries general and specific risks. Key specific risks include: Exploration & development Underground execution Tungsten development is high-risk; commercial success is not assured. Ground conditions, water, ventila
Slide 18: Board & executive management team
LEADERSHIP Board & executive management team For personal use only Experienced operators and capital-markets professionals steering the transformation. Kevin Pallas Christopher Ellis Dale Elphinstone AO KP CE DE Executive Chair Non-Executive Director Non-Executive Director Former MD & CEO of Engenco
Slide 19: Tungsten. Reborn — and reinstated on the ASX
For personal use only ASX: G6M Group 6 Metals Limited Tungsten. Reborn — and reinstated on the ASX. WEBSITE INFORMATION ACN g6m.com.au info@G6M.com.au 004 681 734 This presentation summarises the Cleansing Prospectus and Incorporated Documents and is not financial product advice or an offer of secur
Slide 20: Important notice and disclaimer
IMPORTANT NOTICE & DISCLAIMER Important notice and disclaimer For personal use only Summary information. This presentation contains summary information about Group 6 Metals Limited (ASX: Investment risk. An investment in the Company is subject to investment and other known and unknown risks, G6M) (t