Daly Resources Limited · ASX:DLY
Daly Resources — Investor Presentation (February 2025)
29 slides from Daly Resources's investor presentation, February 2025
Slide 1: Exploring for Tier 1 Cu and Zn deposits in the Northern Territory
Exploring for Tier 1 Cu and Zn deposits in the Northern Territory Company Presentation February 2025
Slide 2: Disclaimer
Disclaimer Summary information This Presentation has been prepared by Daly Resources. This document contains background information about Daly Resources current at the date of this presentation. The presentation is in summary form and does not purport be all inclusive or complete, it does NOT contai
Slide 3: Daly Resources – Company Highlights
Daly Resources – Company Highlights World Class • Daly has generated significant belt-scale base metal exploration opportunities in the NT with Tenure a world-class tenure portfolio Sandfire • Post completion, Major Shareholder ~20% of the post IPO share capital. Project generator Resources of Hucki
Slide 4: Daly's Tier 1 Discovery Approach
Daly’s Tier 1 Discovery Approach Innovative Project Generation DISCOVERY Exploration Ideas & Discovery team Objective Techniques • Unloved or under-explored • New search spaces that need new • Emphasis on technical discovery Carpentaria Zinc Belt Tier 1 districts approaches to exploration approach t
Slide 5: Discovery team / Board
Discovery team / Board David Rawlings – Executive Technical Director William Belbin – Non-Exec Chairman B.Sc Geology (Hons), PhD (McArthur Basin) B.Sc Geology, M.Sc ▪ Highly experienced geologist, in particular the McArthur Basin ▪ Highly experienced exploration geologist ▪ Former Exploration Manage
Slide 6: Daly Resources - Core Projects
Daly Resources - Core Projects Key Projects on granted tenure: • Batten (Zn): dominant ground position in world-class zinc district that hosts McArthur River (HYC) mine and Teena deposit. Advanced target that can be quickly worked up to drill-ready. • Broughton (Cu-Zn): largely unexplored northern p
Slide 7: Batten Project, McArthur Basin
Batten Project, McArthur Basin Dominant ground position in the premier SEDEX Zn province in Australia Target commodity & analogue Project tenure Zinc – stratiform sediment-hosted exhalative (SEDEX) 13 granted contiguous tenements for 3,713 km2 HYC Deposit / McArthur River Mine (227 Mt @ 9.2% Zn, 4.1
Slide 8: Broughton Project, McArthur Basin
Broughton Project, McArthur Basin Tier 1 discovery potential at surface in emerging northern McArthur Basin Target commodity & analogue Project tenure Copper & Zinc – stratiform sediment-hosted Cu-Zn 6 granted tenements for 4,954 km2 Dzhezkazgan, Kazakhstan (477Mt @ 0.94% Cu & 13g/t Ag) First mover
Slide 9: Huckitta Project, Georgina Basin
Huckitta Project, Georgina Basin Sandfire Project, generated from first principles to discover Tier 1 stratiform Cu Target commodity & analogue Project tenure Copper – stratiform sediment-hosted Cu 12 granted tenements for 7,477 km2 Central African Copper Belt, DRC/Zambia (3.3 Gt @ 2.68% Cu) First m
Slide 10: Exploration Timeline
Exploration Timeline Activity Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Ongoing mapping & surface/drillcore Exploration Data collation Geochem sampling – Batten, Broughton, Huckitta Geophysics Ground gravity – Batten Fly AEM – Broughton, Huckitta Drilling DDH – Batten AC/RC – Broughton
Slide 11: Immediate works program planned – news flow generation
Immediate works program planned – news flow generation Ground work to commence immediately – first 12 months activity Pre IPO: • Batten: Processing historic & Teck geophysics, log/assay historic core • Broughton: Log/assay historic core, mapping, verify historical geochemical targets, review GA’s AE
Slide 12: Resources
RESOURCES
Slide 13: Batten Project – Overview
Batten Project – Overview • Close proximity to: McArthur River/HYC (227 Mt @ 9.2% Zn, 4.1% Pb) Teena (58Mt @ 11.1% Zn 1.6% Pb) • Along the same fertile structure that hosts these deposits • Surrounded by Glencore/Teck • Untested EM conductors • Limited historic drilling • Simple access on pastoral l
Slide 14: Batten Project – Genetic Model
Batten Project – Genetic Model Teena example • Fault-controlled sub-basin created by growth fault either by NS extension or via salt-escape event • Rapid subsidence and deposition of euxinic shales with high TOC and pyrite • Sub-seafloor exhalation or early diagenetic replacement • Sub-basins are de
Slide 15: Batten Project – Geology & Advanced “Hot Spring” target
Batten Project – Geology & Advanced “Hot Spring” target • Tawallah Group in far west (“Engine room”) • McArthur Group inc Barney Creek Formation (BCF) = mineralization-host Target BCF • Major structures: Tawallah Fault (thrust), Hot Spring Fault (strike-slip fault), Bald Hills Fault (regional growth
Slide 16: Batten Project – Advanced “Hot Spring” target
Batten Project – Advanced “Hot Spring” target • Untested EM conductors – in plan section are sub-basin scale anomalies • Coincident with major structures and synclines at fertile stratigraphic level (Barney Creek Formation = host to HYC / Teena) • Conductor not previously drill tested, nor has footw
Slide 17: Broughton Project – Overview
Broughton Project – Overview • Largely unexplored & overlooked northern part of McArthur Basin system with the right ingredients for sedimentary base metals (Cu, Zn) – Roper Basin • First identified via re-logging of petroleum exploration holes, including Broughton #1 and Flying Fox Ck #1: uncovered
Slide 18: Broughton Project – Ore Deposit Model
Broughton Project – Ore Deposit Model Conceptual model: • Based on Century Zinc Deposit (118Mt @ 12% Zn+Pb) Petroleum trap • Large flower structures present throughout project along major faults (example below in seismic) • Interplay between hydrocarbons and evaporites (salt) Base metals + Salt • Ba
Slide 19: Broughton Project – StreamSed Geochem vectors
Broughton Project – StreamSed Geochem vectors Zn Pb Cu
Slide 20: Broughton Project – Historic results
Broughton Project – Historic results Historic results: indicate widespread fertility for base metals • Regional exploration by Normandy: widespread base metal “smoke” & generated targets and prospects, but not drilled • Pacific Oil & Gas (petrol): cpy, sphal & gal in Broughton #1 & Flying Fox Creek
Slide 21: Broughton Project – Exploration Programs
Broughton Project – Exploration Programs Airborne EM: • Define distribution of organic units • Locate regional fold closures & hinges • Locate structural offsets • Identify sub-basins (thicker organic facies) • Fixed wing system may suffice Soil geochem: • Focus on Areas of Interest from AEM, especi
Slide 22: Huckitta– Regional Geology and Basin story
Huckitta– Regional Geology and Basin story • Georgina Basin is part of the Centralian Superbasin 250K Geology Raster with which initiated in the Neoproterozoic (850Ma) at the open file drill holes and onset of the break up of Rodinia Petroleum Wells • All the basins of the Centralian Superbasin have
Slide 23: Huckitta– Structural Setting and Basin Development
Huckitta– Structural Setting and Basin Development Simplified structural model of the southern Georgina Basin Dulcie Syncline, north ward flow of basinal fluids generated by back thrust Simplified interpretation of the Georgina Basin during the Ordovician From ‘CSA Exploration Potential of the Box H
Slide 24: Huckitta– GeTech – rationale for pegging tenure
Huckitta– GeTech – rationale for pegging tenure • GeTech group plc, a UK based company specialising in the analysis of geospatial datasets in the hydrocarbon and mineral exploration industries were engaged to compile a review on the prospectivity of the southern portion of the Georgina Basin for Sed
Slide 25: Huckitta– GeTech – Genetic Criteria for Sed Cu Systems
Huckitta– GeTech – Genetic Criteria for Sed Cu Systems Lithosphere Thickness 7 5 2 3 1 6 8 4 Hitzman et al., 2010; their figure 3. Hoggard et al., 2020; their figure 2b. 1. Highstand-lowstand range = base of Arthur Creek Frm 5. Preserved evaporites or high Permian evaporation = present in Thorntonia
Slide 26: Huckitta– Stratigraphy and mineral system components
Huckitta– Stratigraphy and mineral system components “hot shale” Copper-lead-zinc mineralisation in dolomitic limestone in Arthur Creek Formation Basal ‘red (Baldwin 1: 889.3 – 889.5m) bed’sandston Pyrite, chalcopyrite, galena and sphalerite. 0.66% Zn from 889 – 889.8m. e Georgina Basin stratigraphi
Slide 27: APPENDIX: Daly Resources - Project Pipeline
APPENDIX: Daly Resources - Project Pipeline Pipeline Projects in application: • Bulman-Jimbu (Cu-Zn): Complimentary to Broughton flagship with historic base metals mining. Long lead-time to tenement grant. • Beetaloo (Zn-Cu): Targeting sedimentary (Zn & Cu) in the frontier Beetaloo Basin in a new co
Slide 28: Bulman-Jimbu Project, McArthur Basin
Bulman-Jimbu Project, McArthur Basin A new way of viewing historic MVT mineralisation as “smoke” using an existing Tier 1 deposit analogue Target commodity & analogue Project tenure Stratiform sediment-hosted exhalative (SEDEX) and 3 applications for 1,787 km2 stratiform copper First mover advantage
Slide 29: Beetaloo Project, McArthur Basin
Beetaloo Project, McArthur Basin Unexplored petroleum basin capped by redbeds – a frontier Cu-Zn exploration province Target commodity & analogue Project tenure Copper & Zinc – stratiform sediment-hosted Cu-Zn 7 applications for 5,767 km2 Dzhezkazgan, Kazakhstan (477Mt @ 0.94% Cu & 13g/t Ag) Dominan
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