Infinity Metals Limited · ASX:INF
Infinity Metals — Investor Presentation (September 2026)
17 slides from Infinity Metals's investor presentation, September 2026
Slide 1: A diverse portfolio, anchored by the high-grade Swansea Copper Mine
INFINITY M ETALS AS X : I N F · F R A: 3 P M A diverse portfolio, anchored by the high-grade Swansea Copper Mine An option to acquire 100% of a past-producing copper mine in a Tier-1 US jurisdiction, anchoring a diversified critical & precious metals portfolio COPPER GOLD MOLYBDENUM Investor Present
Slide 2: High-grade copper, ready for modern exploration
INVESTMENT HIGHLIGHTS High-grade copper, ready for modern exploration 1 Strategic pivot to copper 2 A real production history 3 A substantial historical base Option to acquire 100% of the historic, high-grade ~29 Mlb of copper produced at 2.43% Cu Swansea: Swansea copper mine in Arizona • Non-JORC h
Slide 3: Corporate Snapshot
Corporate Snapshot CORPORATE SNAPSHOT Current Current capital Capital structure structure (post placement) 707.5M ~A$5.5M ~A$3.2M ~A$2.3M Ordinary shares on issue market cap @ A$0.008 pro-forma cash implied enterprise value Listing ASX: INF · Frankfurt: 3PM THE PLACEMENT Shares on issue 707.5M (curr
Slide 4: Option to acquire the historic Swansea Mine
THE ACQUISITION Option to acquire the historic Swansea Mine Very high-grade past copper production 1 • ~29 Mlb Cu produced at 2.43% Cu (1908–1937); +90% recovery; 26– 28% Cu concentrate. A substantial historical base 2 • Non-JORC historical estimate of 5.42 Mt @ 0.81% Cu Considerable exploration ups
Slide 5: The Antler Project and New World Resources
THE BLUEPRINT The Antler Project and New World Resources A case study in value delivery from project acquisition to private equity takeover for a proximal, historic copper project in Arizona NWC — Antler (2020)¹ NWC — Antler (2025) 2 Valuation at acquisition ~A$75M market cap ~A$240M takeover value
Slide 6: In the heart of Americas Copper country
LOCATION & INFRASTRUCTURE In the heart of Americas Copper country • Swansea sits in La Paz County, north-west Arizona, ~180 km north-west of Phoenix and ~32km east of Parker, in open, arid, road-accessible desert terrain. • Arizona produces ~70% of all US copper and is a pro-mining, Tier-1 jurisdict
Slide 7: A genuine high grade historical producer
HISTORY: MINING 1908-1937 A genuine high grade historical producer ~29M lb 2.43% 90%+ 26–28% (>13kt) copper produced head grade Cu metallurgical recovery concentrate grade Cu • Copper mined at Swansea from 1908 to 1937 — initially via an on-site smelter, then a flotation circuit delivering +90% reco
Slide 8: A rich history to build: targeting JORC compliant resource
HISTORIC EXPLORATION A rich history to build: targeting JORC compliant resource NON-JORC HISTORICAL ESTIM ATE 5.42 Mt @ 0.81% Cu • Extensive post-mining drilling (1943–1974): 62 drillholes for 6,454 m of diamond core and percussion drilling. Sharp (1975) · cut-off 0.1% Cu · density 3.2 g/cm³ · over
Slide 9: High-grade intercepts (>1.0% Cu), near surface
HISTORICAL DRILLING High-grade intercepts (>1.0% Cu), near surface Downhole Estimated True Hole ID From (m) To (m) Cu % Why it matters Width (m) Width (m) • Thick, high-grade copper intersected from ~60–145m, DH07 124.4 142.7 18.3 14.6 3.8 18.3 m shallow and open. • Multiple holes >2% Cu over true w
Slide 10: A structurally controlled Copper system
GEOLOGY & MINERALISATION A structurally controlled Copper system Detachment-fault control Mineralised fluids flowed along detachment faults, depositing copper where they met overlying sediments. Mineralisation is dominantly specular hematite and earthy hematite with copper sulphides and oxides. Broa
Slide 11: Tule Canyon Mo-Cu Opportunity
HISTORICAL RESULTS AND SCALE – TARGET FOR EXPLORATION Tule Canyon Mo-Cu Opportunity Infinity’s option to acquire a 100% interest in the high-grade Tule Canyon Project , previously explored by Molycorp and Freeport-McMoran • The Mount Hope Molybdenum Mine received BLM approval in March 2026, providin
Slide 12: An untested porphyry source
WORK PLAN An untested porphyry source Figure 8 reveals: • Historic estimates cover only the cap and the ground beside the adit, only the top of the system • Both the adit and RDH01 ended in strong mineralization, after intersects of 31 and 49m respectively • 10AA, is 1km away from the Adit, which al
Slide 13: A clear path from option to JORC resource
WORK PLAN A clear path from option to JORC resource A pipeline of data validation, approvals and exploration with a focus on continuously generating new targets and retesting known mineralisation STAGE 1 STAGE 2 Now → CY26 CY27 → Beyond • Due diligence & claim verification • Remote-sensing geophysic
Slide 14: Beyond Swansea a 100%-owned critical & precious metals portfolio
DIVERSIFIED BASE Beyond Swansea a 100%-owned critical & precious metals portfolio Yambacoona: NSW · 573 km² · 100% TIN ~15 km along strike (NE) from Sky Metals’ (ASX:SKY) Doradilla tin project Granted; aircore drilling approval submitted (Jun-2026) for 30 Air Core drill holes Cobungra: VIC · 500 km²
Slide 15: A diverse portfolio, anchored by the high-grade Swansea Copper Mine
I N F I N I T Y M E T AL S ASX:INF · FRA:3PM A diverse portfolio, anchored by the high-grade Swansea Copper Mine REG IST ERED O FFICE Level 3, 22 Railway Road, Subiaco WA 6008 W EBSIT E www.infinitymet.com EM AIL admin@infinitymet.com ENQ UIRIES Adrian Byass, Executive Chairman — +61 (8) 6146 5325
Slide 16: Compliance & cautionary statements
APPENDIX Compliance & cautionary statements • These presentation materials and the accompanying verbal presentation (together, the Presentation Materials) have been prepared by Infinity Metals Limited (Company) as at 2 September 2026 and statements are current only as at that date. Information in th
Slide 17: Compliance & cautionary statements
APPENDIX Compliance & cautionary statements • COMPETENT PERSON: The information in this presentation that relates to Exploration Results, Historical Estimates and Mineral Resources is based on information compiled or reviewed by Mr Adrian Byass (B.Sc Hons (Geol), B.Econ, FSEG, MAIG), an employee of
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