Osmond Resources Limited · ASX:OSM
Osmond Resources — Investor Presentation (August 2026)
24 slides from Osmond Resources's investor presentation, August 2026
Slide 1: Orión EU Critical Minerals Project: Rare earths, zirconium and titanium at scale in Europe
Orión EU Critical Minerals Project Rare earths, zirconium and titanium at scale in Europe ASX.OSM August 2026
Slide 2: Important Information & Disclaimer
IMPORTANT INFORMATION & DISCLAIMER FORWARD-LOOKING STATEMENTS The information in this presentation includes “forward looking statements”. All statements other than statements of historical fact included in this Presentation regarding the business strategy, plans, goals and objectives are forward loo
Slide 3: Osmond's Projects can redefine EU rare earth, zirconium and titanium markets
THE OPPORTUNITY Osmond’s Projects can redefine EU rare earth, zirconium and titanium markets Super high-grade District-scale Multi-commodity Economics potential * ~232 km² in a REE + Zr + Ti 2mtpa modular >10% rutile single project building blocks >6% zircon multi underground mine Diversified revenu
Slide 4: Corporate Overview and Strong Spanish Team
CORPORATE OVERVIEW STRONG SPANISH TEAM Capital Structure ASX:OSM Anthony Hall Lachlan Rutherford Fernando Palero Managing Director & CEO Executive Director Chief Geologist Ordinary Shares (undiluted) 139.4m Over 30 years commercial experience 25 years exploration and commercial Spanish national with
Slide 5: Orión Project
ORIÓN PROJECT Targeting key European Union-designated critical raw materials, including Monazite (Rare Earth Elements), Zircon & Hafnium and Rutile (a primary source of titanium) ASX:OSM 4
Slide 6: Orión EU Critical Minerals Project Overview
ORIÓN EU CRITICAL MINERALS PROJECT Overview ▪ Project located in Jaén Province, Andalucía, Southern Spain ▪ 772 “cuadrículas mineras” covering an area of ~232km2 ▪ A lithified placer sand geological system with various layers rich in three future facing / critical minerals with high grade potential:
Slide 7: Orión Results: Drilling confirms world-class grades
ORIÓN RESULTS Drilling at Orión confirms world-class grades Phase 1 drilling highlights — nine holes for 2,806m plus Southern Block step-outs INDICATIVE HEAVY MINERAL GRADES* AV-01 AV-01bis SOR-08A Intercept 3m 1.5m 3m 1.8m 2.7m 1.2m TREO 0.72% 1.15% 0.89% 1.29% 0.784% 1.324% Nd2O3 (ppm) 1,209 1,928
Slide 8: High Grade Results with Scale Potential
HIGH GRADE RESULTS WITH SCALE POTENTIAL 10.7km2 High-Grade Initial Target Area ▪ Five high-grade drill holes* ▪ Three high-grade bulk samples (150kgs) ▪ Many high-grade channel samples ▪ Focus on fast-tracking Mineral Resource Estimate to enable completion of Scoping Study ▪ Initial metallurgical re
Slide 9: Opportunity to Leverage Grade and Scale
OPPORTUNITY TO LEVERAGE GRADE AND SCALE Leverage competitive advantage into downstream markets Orión Project Scoping Study Standalone studies Mine Concentrates Down stream opportunities Project study work progressing Various downstream projects in train Permanent Monazite MREC NdPr Oxides Tb / Dy ox
Slide 10: Key ESG Priorities
KEY ESG PRIORITIES A concise overview of the environmental, social and governance principles guiding Project Orión ENVIRONMENTAL SOCIAL GOVERNANCE Underground by design Local communities first High standards and ethics A potential underground mining We listen, engage and seek long- Commitment to int
Slide 11: Strategic and Critical Raw Materials
STRATEGIC AND CRITICAL RAW MATERIALS A priority for Europe ASX:OSM 10
Slide 12: EU Critical Minerals List
EU CRITICAL MINERALS LIST Orión Project contains three of 17 Strategic Raw Materials and five of 34 Critical Raw Materials Strategic Raw Materials Critical Raw Materials EU Critical Raw Materials Act 3 OF 17 IN THE ORION PROJECT 5 OF 34 IN THE ORION PROJECT Aims to reduce EU dependence on non-EU cou
Slide 13: Strategic Minerals – Rare Earths, Zirconium & Titanium
STRATEGIC MINERALS – RARE EARTHS, ZIRCONIUM & TITANIUM Three future-facing minerals at the core of electrification, defence and advanced manufacturing — all hosted at Orión Magnet Rare Earths Zirconium Titanium NdPr · Dy · Tb | EU Strategic Raw Materials from zircon | nuclear-grade metal & ceramics
Slide 14: Strategic Minerals – Hafnium, Yttrium & Silica
STRATEGIC MINERALS – HAFNIUM, YTTRIUM & SILICA Scarce, high-value co-products powering semiconductors, jet engines and the energy transition Hafnium Yttrium Silica hosted within Orión's zircon heavy rare earth | supply concentrated in China bulk co-product | start of the silicon value chain One of t
Slide 15: Critical Minerals for China, the EU and US Security
CRITICAL MINERALS FOR CHINA, THE EU AND US SECURITY Governments define critical-mineral lists based on industrial priorities and supply-security assessments Orión could contribute magnetic rare earths hosted in monazite (Nd, Pr, Tb, Dy and Y), together with zircon, rutile and ilmenite. China 36 stra
Slide 16: Rare Earths Are Now a Geopolitical Priority
RARE EARTHS ARE NOW A GEOPOLITICAL PRIORITY Magnet-led demand, Chinese control, Western price floors — and Europe's missing mine The missing link: Orión can supply monazite-hosted magnet rare earths (Nd, Pr, Tb, Dy) — alongside rutile titanium and zircon — from inside the EU DEMAND CONTROL RESPONSE
Slide 17: Rare Earths – Most Important Future Facing Minerals
RARE EARTHS - MOST IMPORTANT FUTURE FACING MINERALS Rare Earths are critical for strategic applications with no real substitutes 01. DEFENSE 02. TECHNOLOGY 03. ENERGY 04. OTHER 21 39 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 Sc Y La Ce Pr Nd Pm Sm Eu Gd Tb Dy Ho Er Tm Yb Lu Scandium Yttrium Lanth
Slide 18: >80% of Large EU Firms Rely on Rare Earths from China
>80% OF LARGE EU FIRMS RELY ON RARE EARTHS FROM CHINA ECB network analysis of Bloomberg supplier–customer data finds that over 80% of large European firms are no more than three intermediaries away from a Chinese rare earth producer — so even a localised export disruption ripples quickly across the
Slide 19: Humanoid Robots – From Mine to Machine
HUMANOID ROBOTS – FROM MINE TO MACHINE Every humanoid robot is built from critical minerals. Orión could be a major source of two of three core systems. JOINTS & ACTUATORS Anatomy of a humanoid robot ORIÓN PRODUCT Magnet Rare Earths (NdPr · Dy · Tb) Dozens of NdFeB permanent-magnet actuators drive e
Slide 20: MREC + REO Opportunity
MREC + REO OPPORTUNITY MREC and REO production can capture significant value uplift Orion Project Performed by partners and/or customers MREC Monazite Mixed Rare NdPr Oxides Products concentrate Earth Carbonate The value ladder – Why MREC? Who buys MREC $0 $10,000 $20,000 $30,000 $40,000 $50,000 $60
Slide 21: Ti / Zr Metal Powder Opportunity
TI / ZR METAL POWDER OPPORTUNITY Differentiates project from commodity miner into a supply-critical metals producer Ti–Zr alloy powder beats pure titanium powder One orebody, one product Performance premium Out of the commodity fight Titanium and zirconium occur together in the sands. Ti–Zr alloys a
Slide 22: Catalysts
CATALYSTS Catalyst rich short-term outlook Balance of CY26 1H CY27 Aug26 Sept26 Oct26 Nov26 Dec26 Jan27 Feb27 ---- Jun27 ▪ Maiden JORC Mineral Resource Estimate ▪ Scoping Study for Mine ▪ Scoping Study for Downstream Facilities (MREC & REOs) ▪ Further drilling ▪ Spanish listing ▪ Project recognition
Slide 23: Summary
SUMMARY Osmond’s Projects can redefine EU rare earth, zirconium and titanium markets Super high-grade District-scale Multi-commodity Economics potential * ~232 km² in a REE + Zr + Ti 2mtpa modular >10% rutile single project building blocks >6% zircon multi underground mine Diversified revenue potent
Slide 24: osmondresources.com.au
Anthony Hall Managing Director and CEO +61 417 466 039 ahall@osmondresources.com.au Gonzalo Mayoral Project Director +34 664 00 45 56 gmayoral@osmondresources.com.au Javier Pontvianne Products & Partners +34 628 747 418 jpontvianne@iberianminingenterprises.com osmondresources.com.au Head Office Proj
Osmond Resources — Investor Presentation (August 2026) on 6ix