Elementos Limited · ASX:ELT
Elementos — Tasmanian Minerals, Manufacturing & Energy Council (TMEC) Annual Conference 2026
34 slides from Elementos's conference presentation, Aug 5, 2026
Slide 1: Tasmanian Minerals, Manufacturing & Energy Council (TMEC) Annual Conference
- Tasmanian Minerals, Manufacturing & Energy Council (TMEC) Annual Conference Joe David TMEC Annual 5 August 2026 ASX:ELT Managing Director Conference, elementos.com.au Hobart, Australia
Slide 2: Cautionary Statement
ELEMENTOS ASX: ELT August 2026 2 Cautionary Statement. This Presentation provides general background information about Elementos Limited’s (“Company’s”) activities. That information is current at This Presentation contains a series of forward-looking statements and forecast financial information. Th
Slide 3: Elementos has two tin projects primed for development
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 3 Elementos (ELT:ASX) has two tin projects primed for development. Oropesa Project Cleveland Project Andalucia, Spain Tasmania, Australia Strategic role Strategic role The EU mine-to-metal supply anchor. Globally significan
Slide 4: Elementos (ASX:ELT) corporate overview
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 4 Elementos (ASX:ELT) corporate overview Share price Market capitalisation (undiluted)2 Top-10 shareholders 30 July 20263 A$0.352 A$154.3M 31 July 2026 31 July 2026 52 week high $0.475, low $0.12 L1 CAPITAL, 19.8% Shares on
Slide 5: Our team has delivered multibillion dollar mining and natural resource projects
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 5 Our team has delivered multibillion dollar mining and natural resource projects around the world and is experienced in tin. Andy Greig Joe David Calvin Treacy Corey Nolan Brett Smith Daniel Broughton Non-Exec Chairman Man
Slide 6: More AI. More data. More energy. More electrical circuits. More tin.
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 6 More AI. More data. More Mine production is falling in the largest global producers energy. More electrical circuits. (kt of tin production) More tin. 140 “Global average ore grades have 120 fallen nearly 18% since 2006”1
Slide 7: Tin prices have surged and settled above $50,000/t
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 7 Tin prices have surged and settled above $50,000/t as LME & SHFE cash/spot tin prices holding close to highs Tin metal price US$/t global supply constraints LME US$54,125/t and accelerating tech 30 JUL 2026 US$60.0k deman
Slide 8: Tungsten prices are surging above $300,000/t
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 8 Tungsten prices are surging and have settled above Spot Tungsten (APT) Prices & 12-month Average Tungsten APT Price shown as US$/t $300,000/t as Chinese APT Rotterdam US$350k/t US$307,500/t export restrictions and 30 JUL
Slide 9: The Cleveland Tin Mine offers advanced multi-commodity optionality
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 9 The Cleveland Tin Mine offers advanced multi-commodity optionality in mineral rich north-west Tasmania. Operated as underground tin (and by-product copper) mine for 27-years, until 1986. 100% owned historical mining opera
Slide 10: A historically significant tin mine with a Critical Mineral Future
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 10 A historically significant tin mine with a Critical Mineral Future • Operated as an underground mine for 27years in two phases in 1900s: • 9-years through WW1: 1908 – 1917; and • 18-years: 1968 – 1986 (by Aberfoyle Resou
Slide 11: Historic operations provide a platform for a low-impact future restart
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 11 Historic operations provide a platform for a low-impact future restart • The Cleveland Project is current held under and Exploration License, after the previous Mining Lease was rehabilitated and handed back circa 1991.
Slide 12: Current plan view of Cleveland
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 12 Current Luina township plan view of Cleveland Mine footprint. • Plan View of the Cleveland site – current day (looking towards the north) Tailings Dam 1 7 Level Underground Portal Entry Tailings Dam 2 Satellite Image of
Slide 13: Historic workings give the Cleveland Project redevelopment leverage
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 13 Historic workings give the Cleveland Project redevelopment leverage. • Historical underground development and mined out stopes (looking north). 7 level portal / entry • Historical decline, drives and workings extend more
Slide 14: Cleveland is a single asset with two separate multi commodity systems
ELEMENTOS Overview Oropesa Cleveland Invest ASX: ELT August 2026 14 Cleveland is a single asset with two separate multi commodity systems. Cleveland likely has a two-staged development future: Tin & Copper | Tungsten & Critical Minerals 1 All resources calculated Tin and copper tailings Tin and copp
Slide 15: Drill hole C2124A confirmed additional tin, copper and tungsten mineralisation
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 15 In 2024, Drill hole C2124A (EDGI Grant 9 recipient) confirmed additional tin, copper + significant Tungsten mineralisation, & identified further Critical Minerals. Continuous co-mineralisation of Tungsten, Molybdenum, C2
Slide 16: Cleveland hosts minerals classified as Critical and/or Strategic
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 16 Cleveland hosts minerals that are classified as “Critical” and/or “Strategic” in many allied nations Identified Critical Minerals at the Cleveland Project, by commodity, Project Status and International Critical (& Strat
Slide 17: Cleveland Project Geology
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 17 Cleveland Project Geology • Cleveland consists of Devonian stratiform tin and copper bearing semi-massive sulphide replacement ore lenses within a Cambrian age sedimentary package containing carbonaceous lenses (Hall For
Slide 18: Historical cross section
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 18 Historical cross section • Cross-section through a block model of tin mineralisation before mining commenced at Cleveland in 1968. • The cross-section is looking towards the northeast and highlights the 80⁰ dip of the or
Slide 19: Tin & Copper Geology, Mineral Resources (& Historic Ore)
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 19 Tin & Copper Geology, Mineral Resources (& Historic Ore) • NQ drill core from C2115 (completed in 2017): 1.5m @ 0.83% Sn, 0.76% Cu & 10.4% Zn from 61.3m (Henry’s Lode). • Carbonate (dolomite) rich fine-grained lode bound
Slide 20: Foleys Zone: tungsten (wolframite)
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 20 Foleys Zone: tungsten (wolframite). Image of NQ diameter drill core from C2124A from 887.9-888.0m Wolframite mineralisation within drill hole C2124A from 887.0 – 889.4m depicting coarse grained wolframite and molybdenite
Slide 21: Foleys Zone: tungsten (as wolframite)
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 21 Foleys Zone: tungsten (as wolframite) Quartz-feldspar porphyry Quartz-feldspar depicting porphyry wolframite depicting late- mineralisation in stage quartz- Brecciated Crescent Spur Flow-banded quartz-feldspar late-stage
Slide 22: Foleys Zone: fluorine/fluorite/fluorspar
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 22 Foleys Zone: fluorine/fluorite/fluorspar • Significant fluorite mineralisation intersected 150m above the Foleys Zone Inferred Resource in 2022. • C2119: 14.2m @ 10.2% CaF2 & 0.36% WO3 from 221.0m – (Upper Foleys Zone)
Slide 23: XRT Ore Sorting has the potential to benefit Cleveland's economics
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 23 XRT Ore Sorting has the potential to benefit Cleveland’s economics Fundamentally lowering tonnes fed into processing plant, lowering construction capital, processing & waste costs
Slide 24: Foley Zone: Rubidium
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 24 Foley Zone: Rubidium Drill Hole ID Sample From (m) To (m) 90271A C2124A 90231 849.5 851.5 C2124A 90237 859.5 861.5 • MRT Core Library: Initial scans by MRT using the HyLogger to determine the bulk C2124A 90253 881.17 881
Slide 25: Foley Zone: Rubidium
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 25 Foley Zone: Rubidium • Ongoing Work: Preliminary study on six historical drill holes located in the MRT Core Library into the extent of increased rubidium content within the alteration halo associated with the Foley Zone
Slide 26: Underground LiDAR: LiDAR Scanning & Geotechnical Observations
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 26 Underground LiDAR: LiDAR Scanning & Geotechnical Observations • A significant LiDAR survey exercise was recently undertaken at Cleveland. • With Drone surveyors and geotechnical engineers conducted a site inspection to a
Slide 27: Metallurgy Testing Underway
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 27 Metallurgy Testing Underway Five Critical Minerals, being processing in three Metallurgical Laboratories, to validate one exciting project SLR Laboratory (Cornwall, UK) ALS Laboratory (Burnie, Tasmania) Tungsten, Molybde
Slide 28: Airborne EM Survey
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 28 Airborne EM Survey • 50 line-kilometre helicopter airborne Cleveland Mine electromagnetic survey carried out in June 2026 by SkyTEM in conjunction with a regional survey by MRT and Geoscience Australia. Line spacing of 2
Slide 29: Next steps
ELEMENTOS Overview Cleveland Geology Studies Next Steps ASX: ELT August 2026 29 Next steps Next steps Drilling Next steps • Additional Drilling to Business Case of Upgrade Foleys Zone various Life-of-mine Resources Underway Schedules: • Additional Drilling to Airborne EM • Tin/Copper Hard test exten
Slide 30: Connect with us
Elementos Ltd Level 7, 167 Eagle Street ABN 76 075 103 221 Brisbane Queensland 4000 ASX:ELT Phone: +61 7 3212 6299 Connect with us. Joe David Managing Director eNews jd@elementos.com.au Join the conversation Follow us Subscribe to our e-news: www.x.com/ElementosTin www.x.com/elementos- elementos.com
Slide 31: Disclaimer
ELEMENTOS ASX: ELT August 2026 31 Disclaimer. Competent Person Statements The information in this Presentation that relates to Mineral Resources for the Cleveland Project has been extracted from the Company’s ASX Announcement on 30 August 2024 “Cleveland tungsten mineralisation updated”. The informa
Slide 32: Appendix 1: Oropesa Mineral Resource Estimate & Maiden Ore Reserve Tables
ELEMENTOS ASX: ELT August 2026 32 Appendix 1: Oropesa Mineral Resource Estimate5 & Maiden Ore Reserve Tables11 OROPESA TIN PROJECT FEB-2023 MINERAL RESOURCE ESTIMATE4 OROPESA 2023 MINERAL RESOURCE ESTIMATE – ZINC 8 5 6 MRE Contained Tin Resource Contained Zinc MRE Resource Classification Sn% Resourc
Slide 33: Appendix 2: Cleveland Mineral Resource Estimates & Exploration Target
ELEMENTOS ASX: ELT August 2026 33 Appendix 2: Cleveland Mineral Resource Estimates & Exploration Target 3 12 CLEVELAND TIN & COPPER PROJECT SEP-2018 MINERAL RESOURCE ESTIMATE3 CLEVELAND TUNGSTEN FEB-2026 MINERAL RESOURCE ESTIMATE12 Resource Sn% Resource Contained Cu (%) Contained Copper Resource WO3
Slide 34: Cleveland Tin Project Exploration Target
ELEMENTOS ASX: ELT August 2026 34 Cleveland Tin Project Exploration Target Competent Persons Statement Strike, Depth & Thickness • The information in this Presentation that relates to the Cleveland Exploration Target is based on, and fairly represents, • Strike: Interpreted from historic mine data,
Elementos — Tasmanian Minerals, Manufacturing & Energy Council (TMEC) Annual Conference 2026 on 6ix