Cufe Ltd · ASX:CUF
Cufe — Investor Presentation (November 2025)
25 slides from Cufe's investor presentation, November 2025
Slide 1: Investor Presentation
Investor Presentation November 2025 ASX: CUF
Slide 2: Disclaimer
DISCLAIMER This presentation has been prepared by CuFe Ltd (“CuFe” or the “Company”). It is not a disclosure document and should not be considered as an offer or invitation to subscribe for, or purchase any securities, in the Company or as an inducement to make an offer or invitation with respect to
Slide 3: Corporate Snapshot
Corporate Snapshot OWNERSHIP CAPITAL STRUCTURE ASX-listed (CUF), Australia focused developer Gold Valley Group 24.6% Shares 1,697m European Lithium Limited 12.8% Market Capital A$71m and explorer lead by an experienced board Cash (as at 31 October 25) A$6m and management team with diversified Listed
Slide 4: CuFe Projects
CuFe Projects CAMP CREEK PROJECT PROJECT WEST ARUNTA a TENURE yk TENNANT CREEK ™S PROJECTS TAMBOURAH PROJECT NULLAGINE PROJECT BRYAH BASIN PROJECTS . ROBERTSON RANGE PROJECT Perth Hi fess NORTH DAM PROJECT N 1000KM CuFe.. ASX: CUF | 4
Slide 5: Tennant Creek Copper / Gold / Bismuth
TENNANT CREEK COPPER / GOLD / BISMUTH Holds material tenement package in rich copper / gold / bismuth producing mineral field Ownership • CuFe holds a 55% interest (including operatorship) over some 240km of highly prospective tenure at Tennant Creek in the Northern Territory (Tennant Creek) includi
Slide 6: Resources
RESOURCES Significant Copper- Gold / Critical Mineral Resource within the Northern Territory Project Resources • CuFe Tennant Creek Resources comprise the Orlando Resource and the Gecko Resource. • The deposits are IOCG style iron stone hosted Cu-Au-Bi polymetallic mineralisation with accessory Silv
Slide 7: Gecko and Orlando Resources
GECKO AND ORLANDO RESOURCES Rapidly Growing Resources from 7Mt to 24Mt • Copper and Gold mineralisation along two parallel mineralised corridors of up to 3.5km strike length. • Historical mining was at a 2.5% Cu cut off resulting in significant tonnes of resource remaining at Gecko and Orlando. • Gl
Slide 8: Gecko and Orlando Resources
GECKO AND ORLANDO RESOURCES Rapidly Growing Resources from 7Mt to 24Mt Orlando Resource Update Gecko Resource Update Long Section of the Gecko Resource (top previous MRE, bottom Aug 2025 MRE) Long Section of the Orlando Resource (top previous MRE, bottom July 2025 MRE) ASX: CUF | 8
Slide 9: Tennant Creek – Orlando Scoping Study
TENNANT CREEK – Orlando Scoping Study Standalone Development of Open Pit Scoping Study Highlights Cross Section of the three stage cut back of the Orlando Open Pit Orlando Open Pit Dec 2024 ASX: CUF | 9
Slide 10: Tennant Creek – Orlando Scoping Study
TENNANT CREEK – Orlando Scoping Study Standalone Development of Open Pit Cut Back Scoping Study Highlights • The development option studied includes: Units Value • Three stage conventional open pit cut back Waste Tonnage Mt 41.3 • Process Plant including flotation circuit with gravity gold producing
Slide 11: Tennant Creek – Critical Mineral Bismuth
TENNANT CREEK – CRITICAL MINERAL BISMITH One of Australia’s largest bismuth resources Bismuth Review Highlights Technical review highlighted several significant Bismuth intercepts at Orlando including 10m at 1.52% Bi from 100m including 2m at 3.85% from 102m and 5m at 2.4% Bi from 102m from CuFe d
Slide 12: Tennant Creek – Exploration and Resource Development
TENNANT CREEK –EXPLORATION AND RESOURCE DEVELOPMENT Drill Targets are defined, approvals are in progress Exploration Targets • The large and broad tenement ( 220 km2 ) positioned along the Warrego – Orlando/Gecko corridor provides opportunities to explore wider than the immediate resources more regi
Slide 13: Tennant Creek Alliance – Development Opportunities
TENNANT CREEK ALLIANCE – DEVELOPMENT OPPORTUNITIES Joint Scoping Study in Progress Alliance Partners • Collaboration with Emmerson Resources (ERM) and Tennant Minerals (TMS) to evaluate the potential viability of multiple processing options of copper-gold mineral resources/deposits including: • CuFe
Slide 14: Tennant Creek – Development and Consolidation Opportunities
TENNANT CREEK – DEVELOPMENT AND CONSOLIDATION OPPORTUNITIES Multiple processing options emerging and corporate activity underway Prime Strategic Positioning • Several poly metallic deposits and projects are being actively developed and studied across the mineral field. CuFe’s resources sit in the mi
Slide 15: Tennant Creek Project
Tennant Creek Project Low Risk Development Options Project Attributes • Large tonnage, High grade Copper, poly metallic inc Gold and Bismith • Historical and Demonstrated Mineral Field • Proximity to existing infrastructure • Roads, Rail and Port • Gas Pipeline • Township, workforce, airport • Favor
Slide 16: Yarram Iron Ore Project
YARRAM IRON ORE PROJECT Mature iron ore development opportunity with potential for low-cost production Ownership • CuFe holds a 50% interest (including operatorship) in the Yarram Iron Ore Project (Yarram). Project Overview • Yarram has a high-grade DSO resource* of 5.6MT @ +60% Fe and also contains
Slide 17: Yarram Iron Ore Project
YARRAM IRON ORE PROJECT Mature iron ore development opportunity with potential for low-cost production Hematite Outcrops at Kraken deposit Cross Sections of the Yarram Resource ASX: CUF | 17 * Refer CUF ASX release dated 28th February 2023 for JORC 2012 Yarram Resource
Slide 18: Camp Creek - Yarram South
CAMP CREEK - YARRAM SOUTH Prospective for Yarram Style Fe Enrichment Exploration has commenced • EL33835 has been granted to CuFe, located in the Batchelor region of the Northern Territory approximately 5km south-west of the Yarram Project. • 88 km2 of tenement area across predominantly pastoral sta
Slide 19: West Arunta Tenure
WEST ARUNTA TENURE Strategic tenure in an emerging Niobium province Ownership • CuFe has 100% ownership of four tenements (E80/5925, E80/5950, E80/5990 & E80/6052) located in highly prospective West Arunta region and are located within an Aboriginal Reserve area. Tenement Status • CuFe successfully
Slide 20: Key Upcoming Activities for Next 6 Months
KEY UPCOMING ACTIVITIES FOR NEXT 6 MONTHS • Update Orlando JORC resource to include Bismuth and Silver and then update Scoping Study Economics to reflect value of these minerals • Progress Orlando Open Pit Feasibility Study including potential for DSO starter opportunity to fast-track cashflow • Gec
Slide 21: Appendix
APPENDIX ‘ Ne é y wy
Slide 22: Attributions
ATTRIBUTIONS ATTRIBUTIONS Competent Persons Statement The information in this report that relates to geology is based on, and fairly represents, information which has been compiled by Siobhan Sweeney. Ms Sweeney is a Member of the Australasian Institute of Geoscientists and a full-time employee of C
Slide 23: Mineral Resources – Tennant Creek
Mineral Resources Tennant Creek Indicated Resources Inferred Resources Total Resources Deposit Tonnes Gold Tonnes Gold Tonnes Gold Cu Grade (%) Gold Grade g/t Copper Metal (t) Cu Grade (%) Gold Grade g/t Copper Metal (t) Cu Grade (%) Gold Grade g/t Copper Metal (t) (kt) (koz) (kt) (koz) (kt) (koz) 2
Slide 24: Mineral Resources – Yarram
Mineral Resources Yarram Indicated Resources Inferred Resources Total Resources Deposit Tonnes Tonnes Tonnes Fe (%) SiO2 (%) Al2O3 (%) P (%) Fe (%) SiO2 (%) Al2O3 (%) P (%) Fe (%) SiO2 (%) Al2O3 (%) P (%) (Mt) (Mt) (Mt) Kraken - - - - - 9.7 56.75 7.02 5.23 0.19 9.7 56.75 7.02 5.23 0.19 Capt Morgan -
Slide 25: Contact
+61 (8) 6181 9793 ir@cufe.com.au cufe.com.au