Daly Resources Limited · ASX:DLY
Daly Resources — Investor Presentation (May 2025)
25 slides from Daly Resources's investor presentation, May 2025
Slide 1: Exploring for Tier 1 Deposits in the Northern Territory
Exploring for Tier 1 Deposits in the Northern Territory Company Presentation May 2025
Slide 2: Disclaimer
Disclaimer Summary information This Presentation has been prepared by Daly Resources. This document contains background information about Daly Resources current at the date of this presentation. The presentation is in summary form and does not purport be all inclusive or complete, it does NOT contai
Slide 3: Daly Resources – Company Highlights
Daly Resources – Company Highlights • Daly has generated significant belt-scale base World Class Tenure metal exploration opportunities in the NT with a world-class tenure portfolio Sandfire Resources • Major Shareholder of Daly Resources • Pre-eminent McArthur Basin that hosts the Copper & Zinc wor
Slide 4: Daly's Tier 1 Discovery Approach
Daly’s Tier 1 Discovery Approach Innovative Project Generation Exploration Ideas & Discovery team DISCOVERY Objective Techniques • Unloved or under-explored districts • New search spaces that need new • Emphasis on technical discovery Carpentaria Zinc Belt Tier 1 approaches to exploration approach t
Slide 5: Discovery team / Board
Discovery team / Board David Rawlings – Executive Technical Director William Belbin – Non-Exec Chairman B.Sc Geology (Hons), PhD (McArthur Basin) B.Sc Geology, M.Sc ▪ Highly experienced geologist, in particular the McArthur Basin ▪ Highly experienced exploration geologist ▪ Former Exploration Manage
Slide 6: Daly Resources - Core Projects
Daly Resources - Core Projects Key Projects on granted tenure: • Batten (Zn): dominant ground position in world-class zinc district that hosts McArthur River (HYC) mine and Teena deposit. Advanced target that can be quickly worked up to drill-ready. • Broughton (Cu-Zn): largely unexplored northern p
Slide 7: Batten Project, McArthur Basin
Batten Project, McArthur Basin Dominant ground position in the premier SEDEX Zn province in Australia Target commodity & analogue Project tenure Zinc – stratiform sediment-hosted exhalative (SEDEX) 13 granted contiguous tenements for 3,713 km2 HYC Deposit / McArthur River Mine (227 Mt @ 9.2% Zn, 4.1
Slide 8: Broughton Project, McArthur Basin
Broughton Project, McArthur Basin Tier 1 discovery potential at surface in emerging northern McArthur Basin Target commodity & analogue Project tenure Copper & Zinc – stratiform sediment-hosted Cu-Zn 6 granted tenements for 4,954 km2 Dzhezkazgan, Kazakhstan (477Mt @ 0.94% Cu & 13g/t Ag) First mover
Slide 9: Huckitta Project, Georgina Basin
Huckitta Project, Georgina Basin Sandfire Project, generated from first principles to discover Tier 1 stratiform Cu Target commodity & analogue Project tenure Copper – stratiform sediment-hosted Cu 12 granted tenements for 7,477 km2 Central African Copper Belt, DRC/Zambia (3.3 Gt @ 2.68% Cu) First m
Slide 10: Resources
RESOURCES
Slide 11: Batten Project – Overview
Batten Project – Overview • Close proximity to: McArthur River/HYC (227 Mt @ 9.2% Zn, 4.1% Pb) Teena (58Mt @ 11.1% Zn 1.6% Pb) • Along the same fertile structure that hosts these deposits • Incorporated highly-prospective Sandfire tenure • Surrounded by Glencore/Teck • Untested EM conductors • Limit
Slide 12: Batten Project – Genetic Model
Batten Project – Genetic Model Teena example • Fault-controlled sub-basin created by growth fault either by NS extension or via salt-escape event • Rapid subsidence and deposition of euxinic shales with high TOC and pyrite • Sub-seafloor exhalation or early diagenetic replacement • Sub-basins are de
Slide 13: Batten Project – Geology & Advanced “Hot Spring” target
Batten Project – Geology & Advanced “Hot Spring” target • Tawallah Group in far west (“Engine room”) • McArthur Group inc Barney Creek Formation (BCF) = mineralization-host Target BCF • Major structures: Tawallah Fault (thrust), Hot Spring Fault (strike-slip fault), Bald Hills Fault (regional growth
Slide 14: Batten Project – Advanced “Hot Spring” target
Batten Project – Advanced “Hot Spring” target • Untested EM conductors – in plan section are sub-basin scale anomalies • Coincident with major structures and synclines at fertile stratigraphic level (Barney Creek Formation = host to HYC / Teena) • Conductor not previously drill tested, nor has footw
Slide 15: Broughton Project – Overview
Broughton Project – Overview • Largely unexplored & overlooked northern part of McArthur Basin system with the right ingredients for sedimentary base metals (Cu, Zn) – Roper Basin • First identified via re-logging of petroleum exploration holes, including Broughton #1 and Flying Fox Ck #1: uncovered
Slide 16: Broughton Project – Ore Deposit Model
Broughton Project – Ore Deposit Model Conceptual model: • Based on Century Zinc Deposit (118Mt @ 12% Zn+Pb) Petroleum trap • Large flower structures present throughout project along major faults (example below in seismic) • Interplay between hydrocarbons and evaporites (salt) Base metals + Salt • Ba
Slide 17: Broughton Project – StreamSed Geochem vectors
Broughton Project – StreamSed Geochem vectors Zn Pb Cu
Slide 18: Broughton Project – Historic results
Broughton Project – Historic results Historic results: indicate widespread fertility for base metals • Regional exploration by Normandy: widespread base metal “smoke” & generated targets and prospects, but not drilled • Pacific Oil & Gas (petrol): cpy, sphal & gal in Broughton #1 & Flying Fox Creek
Slide 19: Broughton Project – Exploration Programs
Broughton Project – Exploration Programs Airborne EM: • Define distribution of organic units • Locate regional fold closures & hinges • Locate structural offsets • Identify sub-basins (thicker organic facies) • Fixed wing system may suffice Soil geochem: • Focus on Areas of Interest from AEM, especi
Slide 20: Huckitta– Regional Geology and Basin story
Huckitta– Regional Geology and Basin story • Georgina Basin is part of the Centralian Superbasin which initiated in the Neoproterozoic (850Ma) at the onset of the break up of Rodinia • All the basins of the Centralian Superbasin have several features in common, including a basal sandstone unit, evap
Slide 21: Huckitta– Structural Setting and Basin Development
Huckitta– Structural Setting and Basin Development Simplified structural model of the southern Georgina Basin Dulcie Syncline, north ward flow of basinal fluids generated by back thrust Simplified interpretation of the Georgina Basin during the Ordovician From ‘CSA Exploration Potential of the Box H
Slide 22: Huckitta– GeTech – rationale for pegging tenure
Huckitta– GeTech – rationale for pegging tenure • GeTech group plc, a UK based company specialising in the analysis of geospatial datasets in the hydrocarbon and mineral exploration industries were engaged to compile a review on the prospectivity of the southern portion of the Georgina Basin for Sed
Slide 23: Huckitta– GeTech – Genetic Criteria for Sed Cu Systems
Huckitta– GeTech – Genetic Criteria for Sed Cu Systems Lithosphere Thickness 7 5 2 3 1 6 8 4 Hitzman et al., 2010; their figure 3. Hoggard et al., 2020; their figure 2b. 1. Highstand-lowstand range = base of Arthur Creek Fmn 5. Preserved evaporites or high Permian evaporation = present in Thorntonia
Slide 24: Huckitta– Stratigraphy and mineral system components
Huckitta– Stratigraphy and mineral system components “hot shale” Copper-lead-zinc mineralisation in dolomitic limestone in Arthur Creek Formation Basal ‘red bed’ (Baldwin 1: 889.3 – 889.5m) sandstone Pyrite, chalcopyrite, galena and sphalerite. 0.66% Zn from 889 – 889.8m. Georgina Basin stratigraphi
Slide 25: Huckitta – mineral occurrences & fluid flow indicators
Huckitta – mineral occurrences & fluid flow indicators • Vein-hosted fluorite in Georgina Basin (inc Daly tenure) • Copper-Lead occurrences at margin of Georgina Basin • Exotic (oxidized fluorine- bearing) northward-directed fluid flow from Irindina Complex into Georgina Basin • High-capacity for ba