Ark Mines Ltd · ASX:AHK
Ark Mines — Investor Presentation (July 2025)
19 slides from Ark Mines's investor presentation, Jul 16, 2025
Slide 1: Rare Earths Heavy Minerals in a Giant Surface Sand Pit
162.50 Dy For personal use only Presentation | 16 July 2025 | ASX: AHK OTCQB: AHKMF Rare Earths Heavy Minerals in a Giant Surface Sand Pit
Slide 2: Disclaimer
Disclaimer The information contained in this presentation has been provided by Ark Mines Ltd (Company) and other sources identified herein. The information contained in this presentation is for informational purposes only and is not a recommendation as to whether to invest in the Company’s shares. T
Slide 3: Corporate Snapshot
Corporate Snapshot AHK ASX Code For personal use only Roger Jackson - Executive Chairman Benjamin Emery - CEO Ian Mitchell - Non-Executive Director 66m Geologist with 30+ years in exploration, 25+ years in Metals marketing, metals 30+ years in Legal and Corporate in the Shares on Issue development a
Slide 4: Rare Earths and Heavy Minerals in Sand
RARE EARTHS AND HEAVY MINERALS IN SAND SANDY MITCHELL For personal use only THE ONLY INLAND SURFACE EXPRESSED PLACER DEPOSITS TO HOST RARE Monazite EARTHS ON THE Zircon ASX Titanium Garnet ASX: AHK OTCQB: AHKMF 2
Slide 5: Capex lite rare earth project with low operational costs
A CAPEX LITE RARE EARTH PROJECT START-UP WITH LOW OPERATIONAL COSTS; SIGNIFICANT NEAR-TERM DEVELOPMENT OPPORTUNITY WITH A LOW ENVIRONMENTAL IMPACT SANDY MITCHELL For personal use only HOSTS ALL THE RARE EARTHS, HEAVY MINERALS, AND THE ONLY INLAND GARNETS SURFACE EXPRESSED PLACER DEPOSITS THE PROJECT
Slide 6: A First-Rate Location
A First-Rate Location EPM 28013 is located 105 km northwest of Chillagoe and 203 km west northwest of Cairns, on Mount Mulgrave Station. The 100% holder of EPM 28013 is Ark Mines Ltd. The tenement comprises 49 sub-blocks with permit name Sandy Creek For personal use only 300km west of Cairns and 100
Slide 7: Exploration target confirms world-class placer REE deposit
Exploration target confirms world-class placer REE deposit Exploration Target estimated for Sandy Mitchell: 1.3 billion tonne to 1.5 billion tonne @ 1,286 to 1,903 ppm Monazite Equivalent1 This is a world-class placer REE deposit in a Sandpit ∙ The Exploration Target is summarised in the table below
Slide 8: Robust 1st stage Measured Mineral Resource Estimate
Robust 1st stage Measured Mineral Resource Estimate SANDY MITCHELL • Measured Mineral Resource Estimate (MRE) of 71.8 Mt @ 1,732.7 ppm Monazite Equivalent calculated using a 700ppm MzEq lower cut-off grade. Monazite equivalent calculation IS A MzEq = 1.000 x monazite + 1.000 x xenotime + 0.361 x zir
Slide 9: Gravity beneficiation delivers excellent concentrate and recoveries
PHASE 1 GRAVITY BENEFICIATION DELIVERS EXCELLENT CONCENTRATE + RECOVERIES CONCENTRATE ASSAYS RETURNED 52% TREO AND ESTIMATED RECOVERIES OF ~72% First pass un-optimised beneficiation test work of the Sandy Mitchell Rare Earth sands has produced a high-grade rare earth concentrate For personal use o
Slide 10: Simple Metallurgy
Simple Metallurgy Mineral recoveries (without fines) Product basket In situ (g/t) Contained (%) Recovery (%) Zircon 686.9 0.069 55-58 For personal use only Rutile 107.1 0.011 2-3 Xenotime 117.3 0.012 40-44 Monazite 1220.5 0.120 40-44 Garnet 3250.0 0.330 55-58 Recoveries are estimates based on charac
Slide 11: Commencement of metallurgical improvement work at Sandy Mitchell
COMMENCEMENT OF METALLURGICAL IMPROVEMENT WORK AT SANDY MITCHELL RARE EARTH AND HEAVY MINERAL'S PROJECT Specialist consultants IHC Mining have commenced a detailed metallurgical testing program to improve both the beneficiation process and mineral separation process for rare earths and heavy miner
Slide 12: Resource Upgrade Drilling – Coming Weeks
RESOURCE UPGRADE DRILLING – COMING WEEKS Drilling Contract signed with Australian Exploration Drilling 2500m of drilling is planned for Sandy Mitchell Rare Earth and Heavy Mineral sand project. Drilling will be Air Core through the sand column with Reverse Circulation finish at bedrock, then com
Slide 13: Commencement of metallurgical improvement work at Sandy Mitchell
COMMENCEMENT OF METALLURGICAL IMPROVEMENT WORK AT SANDY MITCHELL RARE EARTH AND HEAVY MINERAL'S PROJECT Specialist consultants IHC Mining have commenced a detailed metallurgical testing program to improve both the beneficiation process and mineral separation process for rare earths and heavy miner
Slide 14: Continuous rehabilitation and production of a high value concentrate
CONTINUOUS REHABILITATION AND PRODUCTION OF A HIGH VALUE CONCENTRATE AT THE UNIQUE SANDY MITCHELL Wet Spiral beneficiation plant – either mobile or semi mobile Sparse grass with some small trees Mobile screen and slurry plant For personal use only Sand – average 12m from surface Mining Direction 50%
Slide 15: Simple strip mining
Simple strip mining Mining and rehabilitation continuous advancement Well-proven advance mining and rehabilitation methods meaning smaller operational footprint and faster return to pastoral use. Mine rate 3000 t/h 20-22 Mt/a For personal use only Low-cost, low-risk mining No comminution Front-end l
Slide 16: Placer REE deposits have major advantages
Placer REE deposits have major advantages PLACER DEPOSITS HAVE DISTINCT GRADE ADVANTAGES AS NATURE HAS ALREADY DONE THE CRUSHING & GRINDING Ionic Clays Hard Rocks PLACER (SANDY MITCHELL) For personal use only Capex lite and utilizing low-cost skid-mounted gravity plant Reasonable Capex Heavy, Overbu
Slide 17: Multiple near-term value drivers
Multiple near-term value drivers Mining Licence application: October 2025 Scoping Study October 2024 For personal use only Advancing processing and off-take discussions – considerable interest in Sandy Mitchell from local processors and customers seeking concentrate Environmental studies completed l
Slide 18: Drilling at Sandy Mitchell
Drilling at Sandy Mitchell For personal use only 17
Slide 19: Contact Information
Contact Information For personal use only Ben Emery Managing Director and CEO ben@franklinexchange.com Roger Jackson Executive Chairman roger@rjgroup.com.au 1