Nimy Resources Limited · ASX:NIM
Nimy Resources — Investor Presentation (February 2026)
16 slides from Nimy Resources's investor presentation, February 2026
Slide 1: The Solution to America's Gallium Crisis
FEBRUARY 2026 | ASX:NIM Mons Critical Minerals Project, WA The Solution to America’s Gallium Crisis 29 63.546 Cu 79 196.97 Au 28 58.693 31 69.721 Ni Ga 47 107.87 Ag Gold Copper 78 195.08 27 58.933 Pt Co Silver Nickel 46 106.42 Pd Palladium Platinum Cobalt Gallium
Slide 2: Company snapshot and leadership team
NIMY Resources — Company snapshot and leadership team Neil Luke Bruce Henko Geraldine Fergus John Warburton Hampson Stewart Vos Holland Jockel Simmonds NON-EXECUTIVE MANAGING NON-EXECUTIVE JOINT COMPANY JOINT COMPANY HEAD OF TECHNICAL CHAIRMAN DIRECTOR DIRECTOR SECRETARY / CFO SECRETARY EXPLORATION
Slide 3: NIMY Resources — Snapshot
NIMY Resources — Snapshot China supplies virtually all the world’s gallium; The Western Nimy has made a big, high- Gallium is an essential metal world is dangerously exposed grade gallium discovery in WA: for crucial military and national and desperate to end this total JORC Resource of 2,700t of se
Slide 4: Step 1 — Discovery and additional exploration
Step 1 — Discovery and additional exploration Discovery Inferred JORC M2i Global USA Shipment High-grade & additional Resource Agreement concentrate exploration ✔ Discovered in April 2024 (ASX Announcement 18/04/24), RC hole NRRC0120 returned 240 metres (0-240m eoh) @ 50g/t Ga₂O₃ including a highly
Slide 5: Step 2 — Inferred JORC Resource
Step 2 — Inferred JORC Resource Discovery Inferred JORC M2i Global USA Shipment High-grade & additional Resource Agreement concentrate exploration ✔ January 2025 (ASX Announcement Cut-off Tonnage Grade (g/t) Contained Metal * (t) 28/01/25) Gallium Exploration Ga₂O₃ (g/t) (Mt) Ga₂O₃ TREO NdPr Ga₂O₃ T
Slide 6: Step 3 — M2i Global Agreement
Step 3 — M2i Global Agreement Discovery Inferred JORC M2i Global USA Shipment High-grade & additional Resource Agreement concentrate exploration ✔ February 2025 (ASX Announcement 19/02/25), Nimy signs a non-binding Collaboration Agreement with M2i Global to assist in the development and supply of ga
Slide 7: Step 4 — USA Shipment
Step 4 — USA Shipment Discovery Inferred JORC M2i Global USA Shipment High-grade & additional Resource Agreement concentrate exploration ✔ February 2026 (ASX Announcement 06/02/26) The first shipment of mineralised test material sent to the United States for analysis ✔ The shipment, which is part of
Slide 8: Step 5 — High-grade concentrate
Step 5 — High-grade concentrate Discovery Inferred JORC M2i Global USA Shipment High-grade & additional Resource Agreement concentrate exploration ✔ The start of advance metallurgical tests is a key step towards a high- grade concentrate in the strategy to be a major gallium supplier to the U.S. ✔ T
Slide 9: The U.S. "Project Vault" — and the Australian "CMSR"
The U.S. “Project Vault” — and the Australian “CMSR” Project Vault is a public-private partnership that will store raw Gallium market size estimation materials at US facilities. Backed by a $10 billion loan from the Export-Import Bank and $1.67 billion in private capital, Key highlights the reserve
Slide 10: Why Gallium — Nimy Resources positioned to supply
Why Gallium — Nimy Resources positioned to supply Nimy is on a path to supply: ✔ Nimy Resources ✔ Nimy first mover ✔ Nimy has engaged ✔ Following successful is a first mover in in shipping gallium Perth based Strategic metallurgical testing establishing a high to U.S. partners for Metallurgy to cond
Slide 11: Gallium — Global supply and market factors
Gallium — Global supply and market factors Demand and distruption Net decrease in GDP and probability for ✔ Gallium is an essential metal for crucial the US list of Critical Minerals military and national security application USGS - Methodology and Technical Input for the 2025 U.S. List of Critical
Slide 12: Mons Project critical minerals exploration – WA
Mons Project critical minerals exploration – WA ✔ Nimy Resources is a leading gallium, copper, nickel critical mineral explorer located in the Murchison Domain, Yilgarn BLOCK 1 Cu/Ni/PGE/Co Craton, Western Australia. ✔ The new Mons Project Greenstone Belt equates to MASSON Cu/Ni/PGE an area similar
Slide 13: Copper — Emerging copper-nickel-PGE at the Mons Project
Copper — Emerging copper-nickel-PGE at the Mons Project Nimy Resources has an ongoing copper-nickel exploration focus following successful drilling of targets generated from geophysics Masson Dome Cu-Ni-PGE (orthomagmatic Cu-Ni system) ✔ Strategy of VTEM, FLEM, drill, DHEM has successfully located a
Slide 14: Critical metals success with upside in a large new greenstone belt
Critical metals success with upside in a large new greenstone belt ✔ NIMY is a First Mover exploring and defining a new greenstone belt in the Tier 1 mining jurisdiction of Western Australia ✔ Tenement package of ~ 3004 km2 with known gallium, REE, copper, zinc, nickel, PGE and gold potential ✔ Rapi
Slide 15: Disclaimer
Disclaimer NATURE OF THIS DOCUMENT FORWARD LOOKING STATEMENTS This presentation has been prepared by NIMY Resources Limited ACN 155 855 986 (Company). Statements and material contained in this presentation, particularly those regarding possible The information is based on publicly available informat
Slide 16: Thank you
Thank you For more information please email: info@nimyresources.com.au 254 Adelaide Terrace Perth WA 6000 P.O Box 3220 Perth WA 6892 T: (08) 9261 4600 www.nimy.com.au 29 63.546 Cu 79 196.97 Au 28 58.693 31 69.721 Ni Ga Gold Copper 78 195.08 27 58.933 Pt Co Nickel 6 106.42 Pd Palladium Platinum Cobal
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