Basin Energy Limited · ASX:BSN
Basin Energy — Investor Presentation (June 2026)
25 slides from Basin Energy's investor presentation, June 2026
Slide 1: Emerging Rare Earth Discovery, from surface, on the Sybella Batholith
Basin Energy ASX : BSN INVESTOR PRESENTATION Emerging Rare Earth Discovery, from surface, on the Sybella Batholith in Mt Isa, Queensland JUNE 2026 Magnet Rare Earths in Australia's Next Critical Minerals Hub + a District Scale and High-Grade Uranium Play
Slide 2: Disclaimer & Competent Persons Statement
Disclaimer & Competent Persons Statement This presentation has been prepared by Basin Energy Limited ('Basin Energy' or the 'Company') to assist in informing interested parties about the Company and its progress. It should not be considered an offer or invitation to subscribe for or purchase securit
Slide 3: Overview
OVERVIEW Maiden drilling at Newmans has Basin Energy right now returned high-grade magnet REE from surface Basin's most advanced REE target, on the same batholith as Red Metal’s (ASX: RDM) 4.8 Bt Sybella REE discovery ~50% of the register is institutional and corporate, high-quality shareholder base
Slide 4: Three districts, three priorities
STRATEGIC FOCUS Three districts, three priorities A deliberate capital-allocation hierarchy Drill Queensland now Execute on Sweden’s Work the Canadian assets newly opened uranium district toward value realisation PRIMARY RESULTS IN STRATEGIC NOW ACTIONABLE STRATEGIC PROCESSES CAPITAL UNLOCK Queensla
Slide 5: Tight register, disciplined structure
CAPITAL STRUCTURE & REGISTER Register composition Recent momentum Tight register, May 2026 disciplined structure Board & Management Retail Maiden drilling confirms thick, shallow and high-grade magnet rare earth 8% 44% mineralisation at Newmans Share price A$0.033 (10 June 2026 close) Apr 2026 Newma
Slide 6: Board and management
PROVEN URANIUM OPERATORS Board and management Pete Moorhouse Odile Maufrais Managing Director Exploration Manager 20+ years in mining and exploration geology, 10+ 15+ years in uranium exploration across France, years with ASX-listed uranium explorer Alligator Niger, Canada, and Australia. Ten years
Slide 7: Queensland
CURRENT FOCUS Queensland Sybella-Barkly | District-scale REE + uranium | West of Mount Isa Magnet Rare Earth Mineralisation from Surface. CEI- funded programs. Peer analog on the same batholith. 01
Slide 8: Australia's next critical minerals hub
QUEENSLAND Australia's next critical minerals hub Mount Isa is fast becoming Australia’s next critical minerals hub. A Tier-1 jurisdiction with a century of mining heritage, now emerging as a strategic rare earths district. World-class infrastructure Neighbouring Red Metal Sybella Low-cost, year-rou
Slide 9: Sybella-Barkly Project
SYBELLA-BARKLY PROJECT One dominant package. Four exploration models. 5864 km² of rent-abated, 100%-owned tenure straddling two geological settings - giving Basin shots on goal for two commodities and four deposit types on one landholding. RESULTS IN CEI-FUNDED AIRBORNE EM Q3 FOLLOW-UP AS WARRANTED
Slide 10: Newmans | High-grade from surface
NEWMANS | HIGH-GRADE FROM SURFACE Maiden drilling confirms high-grade magnet REE from surface Maiden RC program complete: Remaining 5 holes due mid-June 2026, including SBRC26006. 8 holes for The strongest preserved weathering profile 627 m of the program The same fertile granite without a thick wea
Slide 11: 2026 Newmans RC drilling cross section
2026 Newmans RC drilling cross section NdPr and DyTb Oxide concentrations within a weathering profile. 18 m @ 401ppm NdPr oxide and 49 ppm DyTb oxide from surface (2,160 ppm TREO) Including 6 m @ 552 ppm NdPr oxide and 48 ppm DyTb oxide from 3 m (2,752 ppm TREO) And 3 m @ 603 ppm NdPr oxide and 109
Slide 12: Target | The Blueprint
TARGET 1 | THE BLUEPRINT Weathering enrichment: A credible path to grade upside. Red Metal (ASX: RDM) drilled beneath a comparable auger anomaly and defined a 4.8 Bt system. Basin's maiden drilling has now returned high-grade magnet REE from surface on the same batholith. RED METAL SYBELLA DISCOVERY
Slide 13: 2026 catalyst pathway
QUEENSLAND 2026 catalyst pathway A dense calendar of near-term catalysts across multiple independent target types on one tenement package. 28 MAY 2026 MID-JUNE 2026 Ongoing Newmans follow up drill Newmans remaining assays preparation Newmans first assays (holes 4-8) Planning commenced for rapid foll
Slide 14: Nordic
STRATEGIC | NOW ACTIONABLE Nordic Sweden + Finland | Uranium Sweden's uranium mining ban lifted January 2026. Basin's position is now an open jurisdiction, not a 02 policy bet.
Slide 15: From banned to actionable in months
NORDIC From banned to actionable in 16 months of uranium-prospective ground, 100% owned, ~200 km² in the Arjeplog-Arvidsjaur district. Basin is positioned to execute in an open Swedish jurisdiction. VIRKA, BJORK, RAVA & TROLLBERGET Tier-1 jurisdictions Regulatory window open Sweden #6, Finland #1 in
Slide 16: Documented high-grade uranium, drill-ready continuity
RÄVABERGET VIRKA + TROLLBERGET, SWEDEN ROCK CHIP ASSAY RESULTS FROM INITIAL FIELD MAPPING PROGRAM AT Documented high-grade uranium, RAVABERGET, BJORKBERGET AND TROLLBERGET, NORTHERN SWEDEN Historical drilling (1970s) drill-ready continuity highlighted epigenetic U RAV001 U3O8 (%) RAV002 impregnation
Slide 17: Canada
STRATEGIC PROCESSES Canada Athabasca Basin | Uranium A store of value being actively worked to unlock. Capital and attention redirected to Queensland. 03
Slide 18: Active processes underway across all three projects
ATHABASCA BASIN Active processes underway across all three projects Three uranium projects in the world's premier high-grade uranium district. Strategic processes underway to convert proven geology into capital for Queensland priorities. BASIN 60% OPERATOR | EXISTING JV IN PLACE BASIN 100% BASIN 40%
Slide 19: Uranium and REE demand structurally outpacing supply
MACRO TAILWIND Uranium and REE demand structurally outpacing supply Western, Tier-1 supply is the scarce commodity - Basin's jurisdictions sit squarely inside that scarcity. Uranium Rare Earths Nuclear renaissance meeting reactor buildouts Electrification, wind, EVs, magnets From optional to strateg
Slide 20: Summary of the investment case
WHY BASIN, WHY NOW Summary of the investment case Drilling Funded Maiden drilling hit 18 m @ 401 ppm A$1.1M strategic investor-led raise NdPr oxide, 51 ppm DyTb from surface (April 2026) plus A$349K QLD at Newmans. Remaining holes due mid- Government CEI co-funding - multi- June 2026 program runway
Slide 21: Pete Moorhouse
Pete Moorhouse Managing Director E pete.m@basinenergy.com.au T +61 (0) 7 3667 7449 THIS PRESENTATION HAS BEEN AUTHORISED FOR RELEASE BY THE BASIN ENERGY BOARD. ASX : BSN basinenergy.com.au | 21 ASX: BSN
Slide 22: Proven mineral systems. Under-explored ground.
THE THESIS Proven mineral systems. Under-explored ground. Basin Energy targets drill-ready ground in proven mineral districts where modern exploration has been minimal. Three jurisdictions. Three established systems. Three near-term sets of drill targets. MOUNT ISA / GEORGINA, QLD ARJEPLOG-ARVIDSJAU
Slide 23: A district-scale footprint – newly informed by 2025 work
TARGET 2 | CLAY + SEDIMENT REE A district-scale footprint – newly informed by 2025 work Shallow conductive 2025 Scout drilling sediment layers Drill hole SBDH25021 ended in Across the eastern Barkly REE mineralisation of 2 m @ Tableland identified on 1,112 ppm TREO and remains District Scale REE Tar
Slide 24: Sandstone-hosted rollfront potential, modern targeting a district scale opportunity
SYBELLA Present-day drainages TARGET 3 | PALEOCHANNEL URANIUM BARKLY PROJECT carrying U-rich sediments Sandstone-hosted rollfront potential, modern Westwards from the Sybella batholith targeting a district scale opportunity Extensive Historical drilling (for base metals and paleochannel network phos
Slide 25: Under 7 km from Paladin's 148.4 Mlb Valhalla deposit
TARGET 4 | SHEAR-HOSTED URANIUM Under 7 km from Paladin's 148.4 Mlb Valhalla deposit Significant potential Keithys Prospect shows clear structurally controlled VALHALLA-STYLE Paladin’s Mount Isa for Valhalla-style shearzone- features on filtered airborne N Odin Project (Valhalla) hosted targets acro