Orbit Resources Limited · ASX:OBT
Orbit Resources — Shareholder Meeting (November 2026)
21 slides from Orbit Resources's shareholder meeting presentation, Nov 5, 2026
Slide 1: AGM Presentation announcement
5 November 2026 AGM Presentation For personal use only Orbit Resources Limited (ASX: OBT) (“Orbit”) is pleased to attach a copy of the presentation to be delivered at the Company’s Annual General Meeting (“AGM”) today by Managing Director, Ms Jeneta Owens. The AGM will be a physical meeting, to be h
Slide 2: Annual General Meeting 2026
al use only ASX : OBT Annual General Meeting 2026 Annual Update on Operations · 5 November 2026
Slide 3: Disclaimer and Competent Persons Statement
DISCLAIMER AND COMPETENT PERSONS STATEMENT COMPETENT PERSONS STATEMENT COMPLIANCE STATEMENT The information in this report that relates to Exploration Results is based on, and fairly represents, information and supporting documentation prepared by Jeneta Owens, Managing Director for Orbit Resources
Slide 4: Disclaimer and Competent Persons Statement (Continued)
DISCLAIMER AND COMPETENT PERSONS STATEMENT (CONTINUED) EXPLORATION TARGETS – CAUTIONARY STATEMENT The Exploration Targets for the Lewis Ponds Copper Lodes (3Mt to 5Mt at 1.0% to 1.5% Cu, for 30kt to 75kt contained copper) and Zinc (polymetallic) Lodes (3Mt to 5Mt at 1.42 g/t to 2.46 g/t AuEq, for 13
Slide 5: Why Orbit?
WHY ORBIT? A multi-commodity, multi-project resource base al use only 2,500+ km2 4 JORC 30.1 ~A$9.3M Tenure Compliant Moz Ag Market Cap MREs Prospective tenure across Mineral resource estimates Plus 630 koz gold contained Deep value versus a the Lachlan Fold Belt, NSW across the portfolio at flagshi
Slide 6: Company Overview
COMPANY OVERVIEW Majority 100%-owned portfolio in the Lachlan Fold Belt, NSW a world-class gold, copper & rare earth province. al use only OUR DISCOVERY STRATEGY Assemble low-cost, near-term gold, silver, base metal and rare earth projects, then unlock value through targeted exploration and developm
Slide 7: Diversified Project Portfolio
DIVERSIFIED PROJECT PORTFOLIO Six projects spanning gold, silver, copper, base metals and rare earths across 2,500+ km² of the Lachlan Fold Belt, NSW. FLAGSHIP Lewis Ponds Narraburra Yeoval-JV al use only 100% Au, Ag, Base Metals 100% REEs 49% Porphyry Cu, Au Scoping Study complete – compelling fina
Slide 8: A Year of Milestones
A YEAR OF 2025 AUG RESOURCE UPGRADE MILESTONES DEC METALLURGY TESTWORK DELIVERED SECOND MRE UPGRADE Resource growth, a maiden FEB SCOPING STUDY al use only Scoping Study and a new discovery at Lewis Ponds, with October drilling 2026 MAR DRILLING COMMENCED intersecting visible sulphides JUNE NEW DISC
Slide 9: FY2026 in Review – Operations
FY2026 IN REVIEW – OPERATIONS A larger resource, a first economic case and a new discovery al use only 2 Feb 2026 269 m 1,663 m MRE Scoping Study Cousin Jack Drilled Upgrades 17.52 Mt for 630 koz Au and Maiden Scoping Study for ~350 m from the existing RC/diamond drilling at 30.1 Moz Ag Lewis Ponds
Slide 10: FY2026 in Review – Corporate
FY2026 IN REVIEW – CORPORATE A stronger balance sheet and a more focused portfolio al use only A$5.5M A$3.69M A$0.5M OBT Capital Year-end Cash R&D New Raised Refund Identity Placements and Up from A$1.3M at 30 June R&D tax incentive received Approved in FY2026 entitlement offer 2025 May 2026 Trading
Slide 11: Since Year End: Momentum into FY2027
SINCE YEAR END MOMENTUM INTO FY2027 Operations since 30 June 2026 Further sulphides intersected at Lewis Ponds, metallurgical upside al use only identified and porphyry copper-gold confirmed at Goodrich. Sources: ASX announcements OBT 18 Mar, 1 Jul and 30 Jul 2026 (metallurgy, Goodrich); 24 Aug, 29
Slide 12: Flagship Project: Lewis Ponds
FLAGSHIP PROJECT LEWIS PONDS High-grade gold & silver with a development pathway al use only 100%-owned · 148 km² · 15 km east of Orange, NSW 17.52 Mt 630 koz 30.1 Moz Gold Ag 9.09Mt Indicated & Contained gold @ 1.12 Contained silver @ 8.43Mt Inferred @ g/t Au, or 3.03g/t AuEq* 53.34 g/t Ag 1.12g/t
Slide 13: Lewis Ponds Scoping Study outlines a robust economic case
FLAGSHIP PROJECT LEWIS PONDS Scoping Study outlines a robust economic case SCOPING STUDY 16 Feb 2026 1 al use only • Confirmed soft mineralisation and low comminution energy requirements • Produces high-quality, low-impurity gold, silver and zinc concentrates • Underpins a staged open-pit and underg
Slide 14: Lewis Ponds - Growth Engine
FLAGSHIP PROJECT Cu-Au PROSPECTS SOUTH OF LEWIS PONDS LEWIS PONDS - GROWTH ENGINE Open in every direction A 9 km mineralised trend hosting a defined deposit that remains open along strike and at depth. New discoveries al use only and drill-ready targets along the trend point to a larger resource. Ex
Slide 15: Cousin Jack new discovery
NEW DISCOVERY GLPRCDD003 cross section COUSIN JACK Maiden drill hole intersects massive sulphide system south of Lewis Ponds al use only Multiple mineralised sulphide domains# • Upper Domain: 79m @ 1.3% ZnEq* (0.84% Zn, 0.12% Pb, 0.06% Cu, 5.19g/t Ag, 0.02g/t Au) from 311m • Middle Domain: 86m @ 0.6
Slide 16: Rare Earths: Narraburra EL8420
RARE EARTHS NARRABURRA EL8420 Unlocking rare earth value 2023 JORC MRE The 100%-owned Narraburra project is one of Australia's most 94.9Mt at 739 ppm TREO prospective clay-hosted rare earth deposits, with ~70% Overall Recovery al use only (clay to MREC) metallurgical test work returning 80-95% extra
Slide 17: Macro Tailwind – Silver
MACRO TAILWIND – SILVER A structural silver deficit, now in its sixth consecutive year Silver demand has exceeded supply every year since 2021. 2025 SILVER MARKET With mine output forecast to be flat in 2026, the shortfall • Mine supply: 846.6 Moz in 2025 (+3%); flat forecast for 2026 has been met f
Slide 18: Macro Tailwind – 2027 Outlook
MACRO TAILWIND – 2027 OUTLOOK A supportive outlook for gold, copper and rare earths Major banks expect gold to keep rising into 2027, long-term copper mine supply remains constrained, and buyers outside China are paying large premiums for heavy rare earths — each a direct driver for Orbit’s portfoli
Slide 19: Valuation
VALUATION A multi-project portfolio the market has materially undervalued. A market capitalisation of ~A$9.3M sits well below the combined value of Orbit's individual assets — each pillar alone could rival the current enterprise al use only value. RE-RATING CASE Lewis Ponds 630 koz Au + 30.1 Moz Ag
Slide 20: Leadership
LEADERSHIP Proven board & management al use only Jeremy Reid Jeneta Owens Amanda Sparks Chris Gibbs Craig McPherson Non-Executive Chairman Managing Director Non-Executive Director Non-Executive Director CFO & Company Secretary A seasoned mining executive Well respected geologist, has led Experienced
Slide 21: Contact
al use only CONTACT ASX : OBT Jeneta Owens – Managing Director OrbitResourcesASX Phone: +61 (0)7 3505 6453 info@orbitresources.au @orbitresourcesASX www.orbitresources.au
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