Yari Minerals Limited · ASX:YAR
Yari Minerals — Investor Presentation (April 2026)
16 slides from Yari Minerals's investor presentation, Apr 1, 2026
Slide 1: Austex x AMEC Brisbane Resources Lunch Investor Presentation
ASX ANNOUNCEMENT I 1 April 2026 ASX: YAR Austex x AMEC Brisbane Resources Lunch Investor Presentation Yari Minerals Limited (ASX: YAR) (“Yari” or “the Company”) is pleased to release an updated investor presentation. Executive Director, Courtney Taylor, will be presenting at the Austex x AMEC Brisba
Slide 2: Unlocking District-Scale Value in the Bowen Basin
Unlocking District-Scale Value in the Bowen Basin Building a Coal Opportunity Attractive to Major Operators Investor Presentation | April 2026 ASX: YAR
Slide 3: Investment Thesis
Investment Thesis 222.9Mt JORC Resource District Scale Target Proven Infrastructure Established coal resource at Rolleston South - Aiming to increase resource through development 40km sealed road to Blackwater rail. Port of 33.7Mt Indicated, shallow strip potential, of asset and regional growth init
Slide 4: Energy Security Driving Persistent Coal Demand
Energy Security Driving Persistent Coal Demand Coal remains the largest single source of global electricity generation, accounting for ~35% of the global mix Energy security is national security.” Over 44 GW of new coal-fired capacity commissioned globally in 2024, with more than 100 GW currently un
Slide 5: Why Bowen Basin? Why Now?
Why Bowen Basin? Why Now? Australia's Premier Coal Jurisdiction Queensland produced over 220Mt of coal in 2024. The Bowen Basin is the world's leading metallurgical coal province - the right address for a long-life coal asset. Sustained Global Demand Coal demand remains robust, particularly across A
Slide 6: Foundation Asset — Rolleston South Coal Project
Foundation Asset — Rolleston South Coal Project 222.9Mt ~40km JORC Coal Resource To Rail Loading Loop 33.7Mt $0.03 Indicated Resource EV per Resource Tonne • 100% owned — two granted Exploration Permits (EPC 2318 & 2327) • Shallow coal seams (Bandanna Formation) — favourable strip ratios • Six signi
Slide 7: District-Scale Development Strategy
District- Scale Development Strategy Yari's District-Scale Vision Standalone coal development in the Bowen Basin requires scale. Yari is positioned within an established coal district, with multiple pathways to build a resource base that supports a long- life, multi-deposit mining operation attracti
Slide 8: Strategic Momentum & External Engagement
Strategic Momentum & External Engagement JV Discussions Initiated discussions with various strategic partners regarding potential joint venture structure for Rolleston district development. Trader Engagement Active engagement with multiple commodity trading firms regarding offtake and market positio
Slide 9: Development Concept & Infrastructure
Development Concept & Infrastructure Multi-Deposit Mining Complex Consolidation enables a multi-deposit open-cut mining complex with centralised processing - mirroring proven models including Anglo American's Capcoal complex. Shared infrastructure eliminates duplication of capital, while staged deve
Slide 10: Value Realisation Pathways
Value Realisation Pathways Yari is not an owner-operator. The strategy is to build scale and position for a strategic transaction with a major coal operator. Joint Venture Strategic Partnership Corporate / Asset Sale • Partner with established coal producer • Offtake agreements with commodity • 500M
Slide 11: Execution Roadmap
Execution Roadmap Now – 3 Months 3 – 12 Months 12+ Months 1 2 3 • Define next phase drilling targets • Resource growth & confidence upgrade • Mining lease / MDL application pathway • Advance consolidation initiatives • Inferred → Indicated upgrade • Feasibility study commencement • Assess regional o
Slide 12: Capital Structure
Capital Structure ~$1.0M $8.4M $5.8M $0.03 Cash on Hand Market Capitalisation Enterprise Value EV / Resource Tonne Capital Structure Item Units 1,541 ~9.5% Shares on Issue 839.5M Total Shareholders Largest Holder Employee Options 13.0M Performance Rights 15.0M ~27.0% ~54.4% Market Cap (approx.) ~$8.
Slide 13: Experienced Board To Execute
Experienced Board To Execute Eduardo Robaina Courtney Taylor Albert Thamm Non-Executive Chair Executive Director Technical Director Mr. Robaina is a highly experienced Ms. Taylor is an experienced coal geologist Mr Thamm brings over 35 years’ Managing Director and Engineering with a strong backgroun
Slide 14: Why Yari - The Investment Case
Why Yari - The Investment Case ASX Pure-Play Coal Junior Advancing District Position Focused market positioning as an ASX-listed coal exploration company with Ongoing engagement supporting growth and development. limited current institutional coverage. Growing External Interest Disciplined Capital A
Slide 15: Important Notices & Disclaimer
Important Notices & Disclaimer Forward-Looking Statements: This presentation contains forward-looking statements based on assumptions and judgments of management regarding future events and results. Such statements involve known and unknown risks, uncertainties, and other factors which may cause act
Slide 16: Appendix: Rolleston South Coal Resource (JORC 2012)
APPENDIX Rolleston South Coal Resource (JORC 2012) Category Tonnes (Mt) Comment Based on drilling density and Indicated 33.7 geological confidence Inferred 189.2 Based on wider spaced drilling Total 222.9 Coal Resources reported on 2 February 2026 in accordance with the JORC Code (2012 Edition) and