Orbit Resources Limited · ASX:OBT
Orbit Resources — Godolphin Resources — International Mining and Resources Conference (IMARC) 2025
21 slides from Orbit Resources's conference presentation, Oct 21, 2025
Slide 1: Godolphin Resources Limited
Godolphin Resources Limited Gold, copper, base metals and rare earths in Australia’s best mining jurisdiction 2 1 O c t o b e r 2 0 2 5 | I M A R C | A S X : G R L 1 FO CUSED O N BECO MING AN IN T EG R AL PR O DU C ER IN AU ST R ALIA’S C R IT IC AL MINERALS AN D FU T U R E METALS SU PPLY C HAIN COP
Slide 2: Disclaimer and Competent Persons Statement
DISCLAIMER AND COMPETENT PERSONS STATEMENT C O M P E T E N T P E R S O N S S TAT E M E N T JORC INFORMATION The Presentation has been prepared with reference to public reports made by Ardea Resources Limited (Ardea) (ASX:ARL) and God olphin Resources Limited (Godolphin or Company) (ASX:GRL). Notably
Slide 3: Corporate Snapshot
CORPORATE SNAPSHOT Major shareholders % held American Rare Earths Limited 12.20% Shares on Issue Options on Issue (ASX:ARR) 696.1m 27.6m BNP PARIBAS NOMINEES PTY LTD IB AU 3.09% Market Capitalisation Share Price Calama Holdings Pty Ltd 3.00% $16.0m $0.023 BNP PARIBAS NOMINEES PTY LTD 2.33% Cash (as
Slide 4: Significant Foothold in NSW
SIGNIFICANT FOOTHOLD IN NSW A STABLE JURISDICTION Project suite: • Lewis Ponds (100%) – Gold, copper and base metals • Narraburra (100%) – Rare earth elements (REE) • Cambrai (100%) – REE, tin and copper • Trungley (100%) – REE • Yeoval (100%) – Copper and gold • Copper Hill East (100%) – Copper and
Slide 5: Lewis Ponds Gold, Silver & Base Metals Project
LEWIS PONDS GOLD, SILVER & BASE METALS PROJECT Project covers ~148km2 and is located 15km east of Orange, NSW Project has a JORC 2012 MRE of: 9.83Mt (5.01Mt Indicated, 4.82Mt Inferred) @ 1.49g/t Au, 66.15g/t Ag, 2.46% Zn, 1.38% Pb, 0.15% Cu • Contained metal of: • 470,000 oz gold • 20.9 Moz silver •
Slide 6: Lewis Ponds – Metallurgy Update
LEWIS PONDS – Metallurgy Update • Comminution testing completed* • Testing showed mineralisation is soft and amenable to milling with low energy costs – expected to translate into reduced operating costs and lower capex • Critical outcomes from the Lewis Ponds comminution testwork are: • 1) the A*b
Slide 7: Lewis Ponds and Exploration Potential
LEWIS PONDSAND DISCLAIMER EXPLORATION COMPETENT POTENTIAL PERSONS STATEMENT • The Stage 1 Exploration Target(s) (reported in accordance with the 2012 JORC Code & Guidelines) consist of two different sectors - A copper dominant sector referred to as the “Copper Lodes”, and a polymetallic sector “Zinc
Slide 8: Lewis Ponds and Exploration Potential: DHEM
LEWIS PONDSAND DISCLAIMER EXPLORATION COMPETENT POTENTIAL: DHEM PERSONS STATEMENT Strong potential MRE Expansion identified by Downhole Electromagnetic (DHEM) data • 3D reprocessing of historic DHEM data identifies six significant off-hole conductor plates, outside the existing MRE at Lewis Ponds •
Slide 9: Lewis Ponds Timeline – July – November 2025
LEWIS PONDS TIMELINE – July – November 2025 9 Pending Expected this completion quarter
Slide 10: Narraburra - REE
NARRABURRA - REE RARE EARTH OPTIONALITY WITH SCALE POTENTIAL Maiden JORC 2012 Resource¹ delivered in 2023: • 94.9Mt @ 739ppm TREO, of which 47.6Mt @ 780ppm is indicated and 47.4Mt @ 698ppm is inferred, including a high grade core of 20Mt @ 1,079ppm TREO using a 600ppm cutoff within the Indicated Res
Slide 11: Narraburra Rare Earth Distribution
NARRABURRA RARE EARTH DISTRIBUTION TOTAL RARE EARTH OXIDES (TREO) VERSUS TOTAL PERMANENT MAGNET MINERAL OXIDES (MREO) DISTRIBUTION 2 MREO 24% 1 TREO = 550.45ppm 76% 1 Total Rare Earth Oxides (TREO) = Total REOs (La2O3 + CeO2 + Pr6O11 + Nd2O3 + Sm2O3 + Eu2O3 + Gd2O3 + Tb4O7 + Dy2O3 + Ho2O3 + Er2O3 +
Slide 12: MREC (Mixed Rare Earth Carbonate)
MREC (Mixed Rare Earth Carbonate) MREC composition indicate a high value product due to high concentrations of Tb and Dy and low impurities Slurry leach results indicate MREO extraction rates up to 90% with limited deleterious element (impurity) extraction and low (1.2kg/t) acid consumption Phase 3
Slide 13: Narraburra
NARRABURRA GEOPHYSICS INDICATES LARGE CLAY BASIN HOSTING THE NARRABURRA DEPOSIT INDICATING SIGNIFICANT RESOURCE EXPANSION POTENTIAL • Exploration targets with potential to expand the existing JORC 2012 Mineral Resource Estimate, have been identified at Godolphin’s 100% owned Narraburra Rare Earth El
Slide 14: Earn In JV – Great Plains Metals Corporation
EARN IN JV – GREAT PLAINS METALS CORPORATION Continued upside exposure to Copper Gold asset while advancing the near-term works at Lewis Ponds gold, silver and base metals project • Great Plains to spend a minimum of $1m in exploration expenditure in the first 12 months to earn a 51% interest in God
Slide 15: Investment Summary
INVESTMENT SUMMARY EXCEPTIONAL OPTIONALITY & MULTICOMMODITY EXPOSURE • Extensive foothold in the Lachlan Fold Belt, NSW’s premier mining and exploration jurisdiction • Four JORC 2012 MREs across project suite with two flagship projects containing Gold, Silver and Rare Earths! • JORC 2012 Inferred MR
Slide 16: Contact
CONTACT GODOLPHINRESOURCES.COM.AU Jeneta Owens – Managing Director General Meeting 17 July 2025 16 jowens@godolphinresources.com.au 10/259 Clergate Rd Orange, NSW, 2800 Australia +61 417 344 658
Slide 17: Questions?
QUESTIONS ? IMARC October 2025 17
Slide 18: Appendix 1: Lewis Ponds Gold, Silver & Base Metals Project
APPENDIX 1: LEWIS PONDS GOLD, SILVER & BASE METALS PROJECT Open Pit Resource: 2.88Mt (1.85Mt Indicated, 1.03Mt • Underground resources calculated at: Inferred) @ 0.52g/t Au, 41.22g/t Ag, 1.52% Zn, 0.59% Pb, • 1.89 g/t Au and 76 g/t Ag 0.12% Cu (48Koz of gold and 3.8Moz of silver) • Lewis Ponds is an
Slide 19: Lewis Ponds Gold – Exploration Target
LEWIS PONDS GOLD – EXPLORATION TARGET The Stage 1 Exploration Target(s) (reported in accordance with the 2012 JORC Code & Guidelines) consist of two different sectors: A copper dominant sector referred to as the “Copper Lodes”, consisting of approximately: • 3Mt – 5Mt at a grade of 1.0% to 1.5% Cu,
Slide 20: Lewis Ponds IP survey in progress
Lewis Ponds IP survey in progress INCREASING THE LEWIS PONDS OPPORTUNITY WITH IP1 Large-scale geophysical anomalies revealed: Reprocessing of historic Induced Polarisation (IP) data has identified an immediate 1.6km southern extension of the IP chargeability anomaly that is directly related to the e
Slide 21: Appendix 2: MREC Composition Value vs Peers
APPENDIX 2: MREC COMPOSITION VALUE v’s PEERS 21 General Meeting June 2024
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