Osmond Resources Limited · ASX:OSM
Osmond Resources — Investor Presentation (October 2026)
27 slides from Osmond Resources's investor presentation, Oct 6, 2026
Slide 1: Orión EU Critical Minerals Project
rsonal use only Orión EU Critical Minerals Project Fast tracking the EU’s first rare earths, zirconium and titanium mine ASX.OSM October 2026
Slide 2: Important Information & Disclaimer
IMPORTANT INFORMATION & DISCLAIMER FORWARD-LOOKING STATEMENTS The information in this presentation includes “forward looking statements”. All statements other than statements of historical fact included in this Presentation regarding the business strategy, plans, goals and objectives are forward loo
Slide 3: The Opportunity
THE OPPORTUNITY Osmond’s Projects can redefine rsonal use only EU rare earth, zirconium and titanium markets G rad e a n d Sc al e P ro v en M i nera l s Am az i n g S co pi n g S t ud y M a rket B ac ked D ema n d 60Mt High-Grade Monazite, Low capex, high Multiple EU Resource on less zircon, rutile
Slide 4: Corporate Overview and Strong Spanish Team
CORPORATE OVERVIEW STRONG SPANISH TEAM Capital Structure ASX:OSM Anthony Hall Lachlan Rutherford Fernando Palero Managing Director & CEO Executive Director Chief Geologist Ordinary Shares (undiluted) 224.4m rsonal use only Over 30 years commercial experience 25 years exploration and commercial Spani
Slide 5: Orión Project
ORIÓN PROJECT rsonal use only Targeting key European Union-designated critical raw materials, including Monazite (Rare Earth Elements), Zirconium & Hafnium and Rutile & Ilmenite (Titanium) ASX:OSM 4
Slide 6: Orión EU Critical Minerals Project Overview
ORIÓN EU CRITICAL MINERALS PROJECT Overview ▪ Project located in Jaén Province, Andalucía, Southern Spain rsonal use only ▪ 772 “cuadrículas mineras” covering an area of ~232km 2 ▪ A lithified placer sand geological system with various layers rich in three future facing / critical minerals with high
Slide 7: Orión Mineral Resource Estimate
ORIÓN MINERAL RESOURCE ESTIMATE The Orión MRE (JORC 2012) totals 60.0Mt @ 6,274ppm TREO (including 1,710ppm NdPr oxide and 91ppm DyTb oxide), 3.06% ZrO₂, 624ppm HfO₂ and 9.39% TiO₂ (est. 16.22% THM) 1. 15.3Mt (25%) is in the Measured and Indicated categories. The MRE covers only 7.9km2 (3.4%) of the
Slide 8: Grade and Scale: Potential Upside on Mineral Resource Estimate
GRADE AND SCALE Potential Upside on Mineral Resource Estimate 25km rsonal use only DISTRICT OPTIONALITY MRE covers only 7.9km 2 (3.4%) of the total 232km2 project area. MINERALISATION UPSIDE Mineralisation has already been confirmed more than 10km from the MRE area. 17km DRILLING COMMENCING 13 drill
Slide 9: Proven Minerals
PROVEN MINERALS Orión has the preferred host mineral in all three rsonal use only RARE EARTHS ZIRCON TITANIUM ORIÓN PROJECT MINERALS Monazite / Xenotime Zircon Rutile / Ilmenite Other minerals Apatite Bastnäsite Baddeleyite Eudialyte Anatase Titanite, perovskite Loparite Allanite Leucoxene Eudialyte
Slide 10: Orión Scoping Study Results
ORIÓN SCOPING STUDY RESULTS1 Fast tracking the EU’s first rare earths, zirconium and titanium mine rsonal use only Low Capex High Margin Fantastic Financial Metrics Base Case - Forecast Upside Case - Spot US$299M US($12.67)/t ROM* Initial capital required, LOM C1 cash cost Post-tax NPV8 (ungeared) U
Slide 11: Opportunity to Leverage Grade and Scale
OPPORTUNITY TO LEVERAGE GRADE AND SCALE Leverage competitive advantage into downstream markets rsonal use only Orión Project Scoping Study Standalone studies Mine Concentrates Down stream opportunities Project study work progressing Various downstream projects in train Permanent Monazite MREC NdPr O
Slide 12: EU Game Changer
EU GAME CHANGER Estimated annual output from a 2Mtpa module against forecast EU and EU + US demand rsonal use only Module 1 EU 2030E EU + US 2030E Contained metal in product Orión / EU Orión / EU + US (tpa) (tpa) (tpa) Magnet REEs (Nd+Pr+Dy+Tb) ~1,506 ~23,680 ~6% ~34,780 ~4% NdPr ~1,440 ~22,400 ~6%
Slide 13: Key ESG Priorities
KEY ESG PRIORITIES A concise overview of the environmental, social and governance principles guiding Project Orión rsonal use only ENVIRONMENTAL SOCIAL GOVERNANCE Underground by design Local communities first High standards and ethics A potential underground mining We listen, engage and seek long- C
Slide 14: Strategic and Critical Raw Materials
STRATEGIC AND CRITICAL rsonal use only RAW MATERIALS A priority for Europe ASX:OSM 13
Slide 15: EU Critical Minerals List
EU CRITICAL MINERALS LIST Orión Project contains three of 17 Strategic Raw Materials and five of 34 Critical Raw Materials rsonal use only Strategic Raw Materials Critical Raw Materials EU Critical Raw Materials Act 3 OF 1 7 I N THE ORI ON P ROJ EC T 5 O F 3 4 I N T HE O R I O N P R O J E C T Aims t
Slide 16: Strategic Minerals – Rare Earths, Zirconium & Titanium
STRATEGIC MINERALS – RARE EARTHS, ZIRCONIUM & TITANIUM Three future-facing minerals at the core of electrification, defence and advanced manufacturing — all hosted at Orión rsonal use only Magnet Rare Earths Zirconium Titanium NdPr · Dy · Tb | EU Strategic Raw Materials from zircon | nuclear-grade m
Slide 17: Strategic Minerals – Hafnium, Yttrium & Silica
STRATEGIC MINERALS – HAFNIUM, YTTRIUM & SILICA Scarce, high-value co-products powering semiconductors, jet engines and the energy transition rsonal use only Hafnium Yttrium Silica hosted within Orión's zircon heavy rare earth | supply concentrated in China bulk co-product | start of the silicon valu
Slide 18: Critical Minerals for China, the EU and US Security
CRITICAL MINERALS FOR CHINA, THE EU AND US SECURITY Governments define critical-mineral lists based on industrial priorities and supply-security assessments rsonal use only Orión could contribute magnetic rare earths hosted in monazite (Nd, Pr, Tb, Dy and Y), together with zircon, rutile and ilmenit
Slide 19: Rare Earths Are Now a Geopolitical Priority
RARE EARTHS ARE NOW A GEOPOLITICAL PRIORITY Magnet-led demand, Chinese control, Western price floors - and Europe's missing mine rsonal use only The missing link: Orión can supply monazite-hosted magnet rare earths (Nd, Pr, Tb, Dy) — alongside rutile titanium and zircon — from inside the EU DEMAND C
Slide 20: Rare Earths - Most Important Future Facing Minerals
RARE EARTHS - MOST IMPORTANT FUTURE FACING MINERALS Rare Earths are critical for strategic applications with no real substitutes rsonal use only 01. DEFENSE 02. TECHNOLOGY 03. ENERGY 04. OTHER 21 39 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 Sc Y La Ce Pr Nd Pm Sm Eu Gd Tb Dy Ho Er Tm Yb Lu Scandi
Slide 21: >80% of Large EU Firms Rely on Rare Earths from China
>80% OF LARGE EU FIRMS RELY ON RARE EARTHS FROM CHINA ECB network analysis of Bloomberg supplier–customer data finds that over 80% of large European firms are no more than three intermediaries away from a Chinese rare earth producer - so even a localized export disruption ripples quickly across the
Slide 22: MREC + REO Opportunity
MREC + REO OPPORTUNITY MREC and REO production can capture significant value uplift rsonal use only Orion Project Performed by partners and/or customers MREC Monazite Mixed Rare NdPr Oxides Products concentrate Earth Carbonate The value ladder – Why MREC? Who buys MREC $0 $10,000 $20,000 $30,000 $40
Slide 23: Ti / Zr Metal Powder Opportunity
TI / ZR METAL POWDER OPPORTUNITY Differentiates project from commodity miner into a supply-critical metals producer rsonal use only Ti–Zr alloy powder beats pure titanium powder One orebody, one product Performance premium Out of the commodity fight Titanium and zirconium occur together in the sands
Slide 24: Humanoid Robots – From Mine to Machine
HUMANOID ROBOTS – FROM MINE TO MACHINE Every humanoid robot is built from critical minerals. Orión could be a major source of two of three core systems. rsonal use only Anatomy of a humanoid robot JOINTS & ACTUATORS ORIÓN PRODUCT Magnet Rare Earths (NdPr · Dy · Tb) Dozens of NdFeB permanent-magnet a
Slide 25: Catalysts
CATALYSTS Catalyst rich short-term outlook rsonal use only Balance of CY26 1H CY27 Aug26 Sept26 Oct26 Nov26 Dec26 Jan27 Feb27 ---- Jun27 ▪ Scoping Study for Downstream Facilities (MREC & REOs) ▪ Further drilling ▪ Spanish listing ▪ Project recognition under several incentive schemes ▪ Further produc
Slide 26: The Opportunity
THE OPPORTUNITY Osmond’s Projects can redefine rsonal use only EU rare earth, zirconium and titanium markets G rad e a n d Sc al e P ro v en M i nera l s Am az i n g S co pi n g S t ud y M a rket B ac ked D ema n d 60Mt High-Grade Monazite, Low capex, high Multiple EU Resource on less zircon, rutile
Slide 27: rsonal use only
Anthony Hall Managing Director and CEO +61 417 466 039 rsonal use only ahall@osmondresources.com.au Gonzalo Mayoral Project Director +34 664 00 45 56 gmayoral@osmondresources.com.au Javier Pontvianne Products & Partners +34 628 747 418 jpontvianne@iberianminingenterprises.com osmondresources.com.au
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