Yari Minerals Limited · ASX:YAR
Yari Minerals — Investor Presentation (June 2026)
13 slides from Yari Minerals's investor presentation, Jun 12, 2026
Slide 1: Gold Coast Investment Showcase Investor Presentation
ASX ANNOUNCEMENT I 12 June 2026 Gold Coast Investment Showcase Investor Presentation ASX: YAR Yari Resources Limited (ASX: YAR) (“Yari”, “YAR” or “the Company”) is pleased to release an updated investor presentation. Managing Director, Courtney Taylor, will be presenting at the Gold Coast Investment
Slide 2: Unlocking District-Scale Value in the Bowen Basin
BOWEN BASIN FOCUS Unlocking District-Scale Value in the Bowen Basin VALUE CREATION A Bowen Basin Coal Consolidation Strategy Investor Presentation | June 2026 ASX: YAR
Slide 3: Investment Thesis
Investment Thesis 222.9Mt JORC Resource 500Mt+ District Target Proven Infrastructure Established coal resource at Rolleston South - Yari is actively pursuing consolidation 40km sealed road to Blackwater rail. Port of 33.7Mt Indicated, shallow strip potential, opportunities across the Bowen Basin to
Slide 4: 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 across Asia, with Indi
Slide 5: 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 6: District Consolidation Strategy
District Consolidation Strategy Yari's District-Scale Vision Standalone coal development in the Bowen Basin requires significant capital. Scale is the critical determinant of viability. Yari's strategy is to consolidate adjacent tenure, building a resource base that makes the district economically c
Slide 7: 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 8: 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 • Partners with established coal producer • Offtake agreements with commodity • 500
Slide 9: Execution Roadmap
Execution Roadmap Now – 3 Months 3 – 12 Months 12+ Months 1 2 3 • Finalise acquisition documentation • Resource growth & confidence upgrade • Mining lease / MDL application pathway • Integrate all public data into regional • JORC Resource upgrade geological model • Feasibility study commencement • C
Slide 10: Capital Structure
Capital Structure ~$0.8M $4.2M $3.4M $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 28.0M Performance Rights 15.0M ~27.0% ~54.4% Market Cap (approx.) ~$8.
Slide 11: Experienced Board To Execute
Experienced Board To Execute Eduardo Robaina Courtney Taylor Albert Thamm Non-Executive Chair Managing 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 background
Slide 12: 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 13: 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 in accordance with the JORC Code (2012 Edition) and the Australian Guid