Bayan Mining And Minerals Limited · ASX:BMM
Bayan Mining And Minerals — Investor Presentation (August 2025)
25 slides from Bayan Mining And Minerals's investor presentation, August 2025
Slide 1: Bayan Mining and Minerals Investor Presentation
Bayan Mining and Minerals Investor Presentation Figure: Mojave Desert, California ASX:BMM | August 2025 Bayan Mining and Minerals Limited | Investor Presentation | August 2025 | 1
Slide 2: Important Notice & Disclaimer
Important Notice & Disclaimer This document is confidential and may not be reproduced, redistributed or passed on, directly or indirectly. the date of this document. Certain statistical and other information included in this document is sourced from publicly available third party sources and has not
Slide 3: California Projects
California Projects Desert Star Projects Figure: Photo looking north-westerly toward outcropping metamorphic and felsic plutonic rocks at the Desert Star Project 3 Bayan Mining and Minerals Limited | Investor Presentation | August 2025 | 3
Slide 4: Strategic U.S. Focus: Key Investment Highlights
Strategic U.S. Focus Key Investment Highlights U.S. Policy Acceleration Massive Capital Deployment California Opportunity Strategic stockpiling programs, price $900M+ committed into domestic Bayan Mining’s Desert Star projects floor mechanisms, supply chains by U.S. Department strategically located
Slide 5: Executive Summary: Desert Star Projects
Executive Summary Desert Star Projects in California, USA Bayan Mining and Minerals Ltd (BMM) has secured two ‘Desert Star’ and packages of land consisting of 117 federal lode claims across ‘Desert Star North’ 9.75 km² in a prospective rare earth elements (REE) corridor in Projects California’s Moja
Slide 6: Geology
Geology Desert Star Projects • REE-Prospective Terrain: Located in structurally uplifted Paleoproterozoic basement intruded by Mesoproterozoic alkaline and carbonatite bodies linked to REE mineralisation1 • Host Rock Similarity: The same host rock system into which Mesoproterozoic carbonatite and al
Slide 7: USA Mining Overview
USA Mining Overview Exceptional infrastructure and a mining-friendly environment for project development Pro-Mining Existing REE Infrastructure Strategic Workforce Jurisdiction Production Advantage Importance California’s Mojave Supportive of Access to grid power, Mining in California is U.S. priori
Slide 8: Project Progress
Project Progress Desert Star Projects Continued Initial 6km2 expanded to 9.75km2 with additional Expansion expansion targeted Fieldwork Geological mapping, rock chip sampling, and heavy Underway mineral concentrates collected Field photo of young alluvial pan crosscutting basement Up to 100 samples
Slide 9: Next Steps
Next Steps Clear near-term plan with multiple value inflection points Completed In Progress / Planned Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Satellite imagery interpretation Desert Star mapping & sampling Desert Star North mapping & sampling Desktop review & geophysical data analyses Ground magne
Slide 10: Growing Industrial Demand for Rare Earths
Growing Industrial Demand for Rare Earths Rare earths essential in multiple high growth applications 4.5kg Rare Earth Demand by Application (REO tonnes) Electric / Hybrid Vehicles of REE in each hybrid Vehicle 291,142 CAGR: 3.7% Conventional Vehicles 32,545 21,534 Wind Turbines 200kg of REE per wind
Slide 11: The REE Supply Chain
The REE Supply Chain Increasing investment to create a Western supply chain RoW EU RoW EU India EU Japan Australia 7% Japan 1% Malaysia 1% 1% 1% 1% 5% 9% 7% 11% Myanmar 11% China Finished Permanent China Mining Processing China China 60% 91% REE Metals 87% Magnets 94% USA 13% Investment in REE Inves
Slide 12: Nevada Projects
Nevada Projects Bayan Springs Projects Figure: Nevada, USA 12 Bayan Mining and Minerals Limited | Investor Presentation | August 2025 | 12
Slide 13: Bayan Springs Project
Bayan Springs Project Strong results from the first reconnaissance campaign Project near Sun Silver’s (ASX:SS1) Maverick Springs Bayan Springs Project, with a JORC Inferred Resource of ~195.7 million North tonnes at 67.25 g/t silver equivalent, contained 423.2 million ounces Ag Eq1 Project north of
Slide 14: Bayan Springs South: Recent Results
Bayan Springs South Recent Results (Highlights) Assays up to 8.25 g/t Au (East Target) and High-Grade 0.66 g/t Au (South Target), with multiple Rock Chips samples exceeding 2 g/t Au Gold values up to 0.31 g/t Au with multiple Strongly anomalies >0.10 g/t Au, outlining coherent Anomalous gold trends
Slide 15: Bayan Springs South: Follow up work
Bayan Springs South Follow up work Detail magnetic, VLF and gravity survey to Ground delineate subsurface structures and Geophysics stratigraphy controlling mineralisation Additional soil sampling to close off open soil Expanded Soil anomalies and define coherent geochemical Grids trends Detailed De
Slide 16: Project Highlights
Project Highlights Indicators underscore potential for hosting high-value projects across its sites Nevada Historic Near multiple Gold exposure mining strength mining region major projects Projects staked and Nevada is a well- Tenements are part of Proximity to established acquired against a establi
Slide 17: Location Overview
Location Overview First class geology and proximity to infrastructure Project located in the prolific Carlin Trend, one of Historic mining region the world’s most productive locations for significant gold and silver discoveries The region’s geology is marked by extensive Favourable geology epitherma
Slide 18: Gold Market Rationale - Price and Volume
Gold Market Rationale - Price and Volume Consistent gold demand driving gold price increases Gold Demand (Moz) 10-Year Gold Price Trend (USD/oz) 5,000 4000 4,500 3500 Significant price increases related to demand for 1,080 4,000 1,050 1,086 investment, technology and jewellery 450 3000 3,500 255 3,0
Slide 19: Ontario and Quebec Projects
Ontario and Quebec Projects 19 Bayan Mining and Minerals Limited | Investor Presentation | August 2025 | 19
Slide 20: Ontario Projects
Ontario Projects The portfolio comprising Arrel and Portfolio of highly Barbara Lake exploration projects prospective ground covering 45.1km2 of highly prospective for lithium ground for lithium1 Portfolio is in a world-class lithium World-class jurisdiction in the Thunder Bay North jurisdiction Min
Slide 21: Quebec Projects
Quebec Projects ~21km2 of claims, 100% owned by BMM Established mining located in the centre of the La Grande region Greenstone Belt in the James Bay Region of Quebec1 The Corvette North and Corvette Northwest Projects are located approximately 10 km north of Patriot Battery Metals' Corvette Proximi
Slide 22: Corporate Information
Corporate Information 22 Bayan Mining and Minerals Limited | Investor Presentation | August 2025 | 22
Slide 23: Highly Experienced Team
Highly Experienced Team Strong Leadership, Technical and Commercial Experience Board of Directors Key Team Dejan Jovanovic, General Manager An exploration geologist with over 17 years’ experience in all stages of exploration project Agha Shahzad Pervez, Non-Executive Chairman cycles, from area selec
Slide 24: Corporate Snapshot
Corporate Snapshot Capital Structure Capital Structure Board & Shares on issue (as at 28 August 2025) 109,954,981 Management Top 20 Placement Shares (1 September 2025) 16,350,000 12,177,978 Shareholders 11% 54,344,127 Shares on issue (as at 1 September 2025) 126,304,981 110m 49% Shares on issue Othe
Slide 25: For further information, please contact
For further information, please contact: Fadi Diab Executive Director Tel: +61 8 6188 8181 E: fadi.diab@bayanminerals.com.au Figure: Mojave Desert, California Bayan Mining and Minerals Limited | Investor Presentation | August 2025 | 25
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