Od6 Metals Ltd. · ASX:OD6
Od6 Metals — Investor Presentation (October 2026)
31 slides from Od6 Metals's investor presentation, Oct 7, 2026
Slide 1: Advancing USA and Australian Critical Mineral Projects
al use only Advancing USA and Australian Critical Mineral Projects Investor Briefing ASX : OD6 7 October 2026
Slide 2: Important Information
IMPORTANT INFORMATION OD6 METALS | A CRITICAL MINERALS COMPANY Disclaimer Forward Looking Statements This presentation has been prepared by OD6 Metals Ltd (ACN 654 839 602) (OD6) and is current as at the date of Certain statements contained in this presentation, including information as to the futur
Slide 3: Corporate Snapshot
CORPORATE SNAPSHOT Capital Structure ASX: OD6 OD6 METALS | A CRITICAL MINERALS COMPANY Price per share 4 A$0.098 Total number of shares on issue 2 367.70 M Unlisted options 1 37.55 M Mr Brett al use only Listed 10c options (ASX:OD6O) 1 33.7 M Mr Piers Dr Mitch Dr Darren Hon Julie Hazelden Lewis Loan
Slide 4: Building a Multi-Commodity Critical Minerals Company
BUILDING A MULTI-COMMODITY CRITICAL MINERALS COMPANY OD6 METALS | A CRITICAL MINERALS COMPANY al use only QUINN FLUORSPAR - USA SPLINTER ROCK GULF CREEK COPPER - NSW RARE EARTHS - WA 4
Slide 5: Quinn Fluorspar
Quinn Fluorspar al use only Project Acquisition Completed A Strategic US Critical Mineral Opportunity
Slide 6: Critical Mineral Supply Risk
CRITICAL MINERAL SUPPLY RISK US 100% Import Reliant OD6 METALS | A CRITICAL MINERALS COMPANY Price Forecast to Increase • Fluorspar is officially recognised as a U.S. critical China, Mongolia and Mexico dominate global supply mineral, underpinning national security, concentrated supply chain, indust
Slide 7: About Fluorspar
Long Term Forecast for Fluorspar and Demand (kt) ABOUT FLUORSPAR A ~US$4.3 Billion Global Market OD6 METALS | A CRITICAL MINERALS COMPANY • Fluorspar is the main mineralogical source of fluorine • High-grade fluorspar is typically upgraded through simple processing to produce concentrates al use onl
Slide 8: USA Has Mature Downstream Processing
USA HAS MATURE DOWNSTREAM PROCESSING Fluorspar Value Chain OD6 METALS | A CRITICAL MINERALS COMPANY USA Based Industries Mined Processed HF Acid Downstream Fluorspar Fluorspar Production Chemicals / Applications al use only Lithium Batteries Semi-Conductors Acidspar Fluoro-polymers/elastomers (>97%
Slide 9: AI Semi-Conductors
AI SEMI-CONDUCTORS OD6 METALS | A CRITICAL MINERALS COMPANY Fluorine is Non-Substitutable • Fluorine compounds are essential in plasma etching and wafer cleaning in semiconductor chips for use in AI al use only • Plasma etching requires fluorinated gases for extreme precision • Tungsten hexafluoride
Slide 10: Batteries
BATTERIES OD6 METALS | A CRITICAL MINERALS COMPANY No Fluorine, No Lithium Battery • Advance Lithium-ion batteries technologies use LiPF₆ as the dominant electrolyte salt al use only • 4.5% Li , 20.5% P and 75% Fluorine by weight • ~1kg fluorine is required per 1 kWh of battery capacity • Higher-ene
Slide 11: Nuclear Power
NUCLEAR POWER OD6 METALS | A CRITICAL MINERALS COMPANY Fuel Rods Need Fluorine - UF6 • Fluorine is a critical reagent in the enrichment of uranium as a nuclear fuel source al use only • Yellow Cake (U3O8) is converted to Uranium Hexafluoride (UF6), Enriched in Centrifuges, used in Nuclear Fuel Rods
Slide 12: Strategic Positioning
STRATEGIC United States, initiatives such as the “FAST-41” POSITIONING OD6 METALS | A CRITICAL MINERALS COMPANY permitting pathway may support accelerated development for priority mineral projects. Potential Government Support Trump administration’s “Project Vault” al use only Fluorspar directly sup
Slide 13: Global Context and TVN Case Study
GLOBAL CONTEXT TVN CASE STUDY Grades >20% CaF2 for Most Existing Operations Complementary Mines & Markets OD6 METALS | A CRITICAL MINERALS COMPANY • Tivan Ltd (TVN.ASX) Speewah Project hosts a Grade-Tonnage of Significant JORC compliant Resource of: Global Fluorspar Deposits 43.2 Mt @ 8.3% CaF2 (at
Slide 14: Acquisition Complete – Why Quinn Is Special
ACQUISITION COMPLETE – WHY QUINN IS SPECIAL OD6 METALS | A CRITICAL MINERALS COMPANY ✓ Genuine district-scale opportunity 226 mining claims (4,670 acres) ✓ Large Epithermal System al use only ✓ +20 Fluorspar Occurrences ✓ Exceptional high-grade assays ✓ Thick Intersections at Surface ✓ 8km fertile m
Slide 15: Epithermal Fluorspar Formation
EPITHERMAL FLUORSPAR FORMATION Multiple Mineralisation Styles Expand Exploration Opportunity OD6 METALS | A CRITICAL MINERALS COMPANY • Fluorspar deposits form in the near surface epithermal environments al use only • Fluorine bearing hydrothermal acidic fluids rise from an intrusive source • Hot fl
Slide 16: Horseshoe to Spar Corridor
HORSESHOE TO SPAR CORRIDOR Extensive Fluorspar Corridor and Priority Drill Program Location OD6 METALS | A CRITICAL MINERALS COMPANY al use only 16 Refer to ASX 17 September 2026
Slide 17: Permit Application
PERMIT APPLICATION Mammoth Maiden Drilling & Bulk Sample Permit Submitted OD6 METALS | A CRITICAL MINERALS COMPANY Mammoth • Plan of Operations (“PoO”) submitted targeting approval through a Categorical Exclusion pathway al use only • 139 drill pads across priority Horseshoe – Big Jim – Spar – Big J
Slide 18: Horseshoe Deposit
HORSESHOE DEPOSIT Ultra High-Grade Deposit OD6 METALS | A CRITICAL MINERALS COMPANY • 26,000 tonnes mined in historic shallow open pits • ~3,000 m2 mapped zone of high-grade fluorspar al use only • Continuous channel samples results include: ❑ 50m @ 79.3% CaF2 SE Wall ❑ 27m @ 65.1% CaF2 North Pit ❑
Slide 19: Horseshoe Deposit – Confirmed by Historic Drilling
HORSESHOE DEPOSIT Ultra High-Grade Deposit confirmed by Historic Drilling OD6 METALS | A CRITICAL MINERALS COMPANY Historic drilling with outstanding high-grade fluorspar (CaF2) drill al use only intercepts include: ❑ 14.3m @ 70.9% CaF2 – H4 ❑ 14.0m @ 59.9% CaF2 – H2 ❑ 25.8m @ 46.2% CaF2 – H1 includ
Slide 20: North Horseshoe Target
NORTH HORSESHOE TARGET New Fluorspar Zone Discovered with Link from Horseshoe to Big Jim OD6 METALS | A CRITICAL MINERALS COMPANY al use only 20 20 Refer to ASX 17 September 2026
Slide 21: Big Jim Deposit
BIG JIM DEPOSIT Exceptional High-Grade Fluorspar OD6 METALS | A CRITICAL MINERALS COMPANY • Massive shallow dipping purple fluorspar vein • Near pure samples returning 99.9%, 99.9%, 99.7% and 99.5% CaF2 al use only • Exposed footwall breccia with lower contact not exposed (may be wider) at 37.4% CaF
Slide 22: Rocket – Big Jim – Spar Corridor
ROCKET – BIG JIM – SPAR CORRIDOR Extensive Fluorspar Corridor and Priority Drill Program Location OD6 METALS | A CRITICAL MINERALS COMPANY • 700m Rocket–Big Jim–Spar Corridor al use only • Rocket: 88.8% CaF2 from fluorspar veins hosted in brecciated, silicified outcrop, with nearby float samples of
Slide 23: Mammoth Deposit
MAMMOTH DEPOSIT Potential Large Scale Bulk Tonnage OD6 METALS | A CRITICAL MINERALS COMPANY • >14,000 m2 mapped zone of high-grade fluorspar • Breccia fill fluorspar with ‘raccoon-tail’ textures al use only • Continuous channel samples results include: ❑ 44m @ 29% CaF2 in channel sampling Middle Ben
Slide 24: Acidspar & Metspar Plus Ore Sorting Pathways
ACIDSPAR & METSPAR PLUS ORE SORTING PATHWAYS OD6 METALS | A CRITICAL MINERALS COMPANY • Reviewed results suggest Quinn mineralisation may be • Highly encouraging TOMRA ore sorting results capable of producing Acidspar & Metspar demonstrate clear discrimination between high-grade fluorspar, lower-gra
Slide 25: Next Steps
NEXT STEPS OD6 METALS | A CRITICAL MINERALS COMPANY Systematic Exploration and Development Pathway • Receipt and interpretation of pending assay results • Complete geological modelling and drill targeting al use only • On-going detailed geological and structural mapping • Expanded field programs • I
Slide 26: Appendix
al use only APPENDIX
Slide 27: Acquisition Terms
ACQUISITION TERMS Favorable Deal, Based on Success OD6 METALS | A CRITICAL MINERALS COMPANY Deferred Milestones ✓ Low risk upfront payment of A$75k to acquire 120 day option, • Milestone 1 ($500k) – JORC-compliant extendable for a further 60 days on A$25k payment Indicated Mineral Resource >2 millio
Slide 28: Splinter Rock REE Project Highlights
SPLINTER ROCK REE PROJECT HIGHLIGHTS A 100% Owned Australian Critical Minerals Project OD6 METALS | A CRITICAL MINERALS COMPANY • Strong Rare Earth Demand Fundamentals • 682Mt at 1,338 ppm TREO JORC Resource al use only • High Grade Inside Centre 119Mt at 1,632ppm TREO (Indicated) • ~75% Nd & Pr Ove
Slide 29: Next Steps at Splinter Rock
NEXT STEPS AT SPLINTER ROCK Advanced Metallurgical Testwork and Studies OD6 METALS | A CRITICAL MINERALS COMPANY • ANSTO Testwork Scale Up: o Heap leach Optimisation: Heap Leach duration and kinetics, Acid al use only strength and consumption, Counter current heap configuration, Particle agglomerati
Slide 30: Gulf Creek Copper Project Highlights
GULF CREEK COPPER PROJECT HIGHLIGHTS Advanced Metallurgical Testwork and Studies OD6 METALS | A CRITICAL MINERALS COMPANY • Record copper prices supported by strong market fundamentals • Copper up to 4.6% Confirmed in Phase 1 Drilling al use only • High Grade Production History (Up to 12% Cu) • Mult
Slide 31: Contact Us
CONTACT US al use only REGISTERED OFFICE LUCAS ROBINSON c/o LCP Group Investor Relations Level 1, 1 Alvan Street lucas@corporatestorytime.com Subiaco WA 6010 +61 408 228 889 Phone: +61 8 6189 8515 Email: info@od6metals.com.au SHARE REGISTRY Computershare Investor Services Level 11, 172 St Georges Tc