Slide 1: Building the Northern Territory's Premier Fluorite & Copper Company
Building the Northern Territory’s Premier Fluorite & Copper Company SEP 2026 ASX: DLY DALY RESOURCES 1
Slide 2: Disclaimer
Disclaimer Summ ary information Relia nce on presenta tion Daly Resour ces Limited (ACN 664 007 621) (Daly or Company) is the issuer o f this presentation. Th e issue of th is presentation is inten ded only fo r the perso n or entity to which it has b een transmitted. A r ecipient of this p resentat
Slide 3: Investment Highlights
Investment Highlights FLUORITE Copper & zinc Daly Resources is well ▪ Huckitta is adjacent to & in the same ▪ Portfolio of underexplored large-scale mineralised fluorite corridor as Tivan's copper & zinc exploration targets across resourced to become one (ASX:TVN, ~A$550M market cap) the NT of Austr
Slide 4: Project Overview
PROJECT OVERVIEW 100% Owned - 6,451 km² Total Granted Tenure Across Three Project Areas in the Northern Territory Huckitta Batten Broughton Fluorite + Copper Zinc-Copper Copper-Zinc ~3,729 km² ~1,089 km² ~1,633 km² ▪ Fluorite as primary ▪ Direct analogue: ▪ Analogue: value driver McArthur River Mine
Slide 5: Why Fluorite
WHY AI CHIPS FLUORITE Semiconductor etching energy About FLUOrite Nuclear fuel enrichment FLUOrite is essential in METALS ▪ Primary mineralogical source of ▪ Hydrofluoric acid (HF) production Steel & aluminum fluorine (industrial backbone) ▪ High-grade mineralisation upgraded ▪ Semiconductor etching
Slide 6: Global Fluorite Market. A Structural Supply Crisis
Global Fluorite Market. A Structural Supply Crisis China Consumes ~80% of World Production. No Meaningful New Supply. ~2Mt ~80% 1 ~63% US$450 – 650/t CAGR 5% China net imported 2025 China share of global JORC-compliant Mineral China's Share Current Demand to 2030-no supply (record — 2× rate of 2023)
Slide 7: Huckitta Fluorite Overview
HUCKITTA FLUORITE OVERVIEW PROJECT HIGHLIGHTS ▪ Large-scale mineral system with extensive mapped fluorspar veins across the district ▪ Adjacent to and along strike from Tivan’s Sandover Project in the same geological corridor ▪ High-grade outcropping fluorspar with significant upside under shallow c
Slide 8: Huckitta: Ultra High-Grade Fluorite Geology Confirmed
Huckitta: Ultra High-Grade Fluorite Geology Confirmed 95.1% Consistent Max CaF₂ Rock Chip Grade CaF₂ grades frequently exceed 80% ~8km VEIN >400m CORRIDOR Individual Vein Strike Length Fluorite-bearing target trend Field Program Context ▪ Results from field work prior to IPO confirmed historic high-
Slide 9: Fluorite System Expanding
Fluorite system Expanding 91.2% Max CaF₂ – New Western Vein >700m Longest Vein Strike at Project 5km West of Previous Area of Focus Latest Results – 22 July 2026 ▪ First rock-chip assays from the newly identified western fluorite vein return grades of up to 91.2% CaF₂ ▪ High-grade mineralisation tra
Slide 10: Geophysics Completed
Geophysics COMPLETED ▪ Airborne magnetic and radiometric survey for 3,200 line kilometres was recently completed over Huckitta Fluorite project ▪ Designed to improve Daly’s understanding of the geological architecture of the project area, including the distribution of key rock units and structures t
Slide 11: Huckitta Copper
Huckitta Copper Large-Scale Sediment-Hosted Copper Potential Sediment-Hosted Copper - Analogues Include the Central African Copper Belt ▪ Basin-scale sediment-hosted copper system - geological characteristics analogous to the Central African Copper Belt ▪ Project generated by Sandfire as part of a b
Slide 12: Huckitta Copper Prospectivity & Forward Program
Huckitta Copper Prospectivity & Forward Program Untested Copper Prospectivity Across Underexplored Tenements Untested Copper Prospectivity ▪ Strong indicators already present: widespread black shale host, copper- barium-lead surface anomalies ▪ Historic rock chips grading up to 24.5% Cu - never syst
Slide 13: Batten Zn-Cu McArthur Basin
Batten Zn-Cu McArthur Basin Dominant Ground Position in Australia's Premier SEDEX Zinc Province 227 Mt @ 13.3% Zn+Pb 58 Mt@ 12.7% Zn+Pb McArthur River Mine Teena Deposit (HYC) - Direct Analogue (Same Basin) ▪ Large Zn-Cu exploration position within the Batten fault zone/McArthur Basin ▪ Tenure cover
Slide 14: Batten Zn-Cu Outstanding Under-Explored Targets
Batten Zn-Cu Outstanding Under-Explored Targets Drilling Planned to Test for a Large SEDEX-Style Deposit Two Advanced Priority Targets ▪ Hot Spring - shallow AEM conductor & gravity low, surface synclines mimicking sub-basin at depth. Never drilled. ▪ Cow Lagoon - structurally favourable with strong
Slide 15: Broughton Cu-Zn McArthur Basin
Broughton Cu-Zn McArthur Basin Large-scale Sediment-Hosted Cu-Zn Target in an Emerging District Untested Copper Prospectivity ▪ Strong geological similarities to the Dzhezkazgan copper district in Kazakhstan - one of the world's largest sediment-hosted copper systems ▪ Limited historical exploration
Slide 16: Geophysics - $150,000 NT Co-funding awarded
Geophysics - $150,000 NT Co-funding awarded Vtem survey ▪ Daly Resources awarded $150,000 (inc. GST) under Round 19 of the Northern Territory Government’s Geophysics and Drilling Collaborations Program ▪ Funding supports a regional airborne electromagnetic (VTEM) survey at the Broughton Cu-Zn Projec
Slide 17: Corporate Snapshot
Corporate Post-IPO Highlights Snapshot Sandfire Resources (~13%) - largest shareholder, providing strategic and technical validation for the Daly asset portfolio CAPITAL STRUCTURE Board & management (~10%) Meaningful alignment with shareholders Shares on issue 91,000,000 Other existing shareholders
Slide 18: Experienced Team. Proven NT Track Record
Experienced Team. Proven NT Track Record DIRECTORS KEY MANAGEMENT PERSONNEL Mike Edwards Will Belbin Gregor Bennett Daniel Greene Executive Chairman Non-Executive Director Chief Geologist Exploration Manager B.Sc Geology, B.Bus Econs & Finance B.Sc Geology, M.Sc B.Sc Geology & Geophysics B.Sc Geolog
Slide 19: Key Risks
KEY RISKS The Company considers that the following summary, which is not exhaustive, represents some of the major risk Royalties factors which investors ought to be aware of in evaluating the Company’s business and risks: The Tenements are subject to certain royalty arrangements that are either curr
Slide 20: Appendix: References
APPENDIX References 1. USGS Mineral Commodity Summaries 2026; China General Administration of Customs trade data; Fastmarkets, Fluorspar Market Insights. 2. ChemAnalyst, Fluorspar Prices Q1 2026; IMARC Group, Fluorspar Pricing Report 2026; Critical and Strategic Metals Hub, Fluorspar Price. 3. Euroz
Slide 21: Contact Us
CONTACT US Mike Edwards LUCAS ROBINSON Executive Chairman, Daly Resources Investor Relations, Corporate Storytime E. admin@dalyresources.com.au E. lucas@corporatestorytime.com A. Suite 2, Level 1, 1292 Hay Street, West Perth, WA 6005 P. +61 408 228 889 P. +61 478 198 665 DALYRESOURCES.COM.AU ASX: DL