Barton Gold Holdings Limited · ASX:BGD
Barton Gold — Tactic Conference (July 2026)
20 slides from Barton Gold's conference presentation, Jul 29, 2026
Slide 1: South Australia's 2.25 Moz Gold Developer
ASX:BGD FRA:BGD3 OTCQB:BGDFF South Australia’s 2.25 Moz Gold Developer 29 July 2026 | Tactic Conference Presentation Perseverance Mine, Tarcoola Project
Slide 2: Important Notices
Important Notices Please refer to appendices for details of all references contained throughout this presentation. Disclaimer This document has been approved by the Board of Barton Gold Holdings Limited (ACN 633 442 618) (together with its affiliates, “Barton” or the “Company”) and has been prepared
Slide 3: 2.25 Moz SA Developer
2.25 Moz SA Developer Strategic ‘first mover’ with permitted infrastructure in a proven gold district Leading the re-emergence of central South Australian gold • Strategy to consolidate region and develop large-scale production • Ownership of region’s only gold mill provides strategic leverage Gold
Slide 4: Capital Structure
Capital Structure Strong funding position with register consolidating around aligned management and reliable progress ($AUD) Share Distribution (6) Shares on issue (1) 271 million Board & Management Market Cap ($0.74 / share) (2) $199 million 24% 19% Insitutional & Corporate Debt Nil HNW & Family Of
Slide 5: Experienced Leadership
Experienced Leadership Strong SA and gold pedigree Board of Directors Senior Management Ken Williams | Non-Executive Chair Alexander Scanlon | Managing Director & CEO • ~30 years in mining, aviation & financial services • ~20 years in principal investments & resources • Former CFO Normandy Mining (N
Slide 6: District Leader: hub and spoke model
Australia’s next district player: hub and spoke model District Leader for long-term gold leadership in central Gawler Craton Darwin Rail Challenger Peak Iron | Peculiar Knob CGM | 313koz Au BHP | Prominent Hill Stage 1: Restart CGM operations Cu-Au-Ag Peak Iron | Buzzard • Existing fully-permitted
Slide 7: CGM 'Stage 1'
CGM ‘Stage 1’ Building blocks in place for lower-risk operations restart → Resource upgrades and DFS underway for FID / financing Established infrastructure (1) • Fully permitted mill and Mining Leases • 600ktpa design throughput (fresh ore) • Strong historical gold recoveries of ~94.5% Adjacent per
Slide 8: Tunkillia 'Stage 2' Platform
Tunkillia ‘Stage 2’ Platform PFS underway to confirm excellent project metrics & optimise returns May 2025 Optimised Scoping Study (OSS) outcomes: (1) Based upon A$5,000/oz Au and A$50/oz Ag revenue assumptions ~5 Mtpa 121kozpa 259kozpa A$2,222 A$2,829 x 8 years payable Au payable Ag AISC / oz Au FC
Slide 9: Tunkillia MRE Geometry
Tunkillia MRE Geometry Attractive characteristics with shallow, higher-grade central ‘Starter Pit’ zone ➢ ~80% of MRE tonnes & gold ounces within 200m of surface (1) ➢ ~300m long higher-grade core = valuable initial ‘Starter Pit’ (1) ➢ +200koz Au in shallow (~35m deep) oxide / transitional layer (1)
Slide 10: Tunkillia Rapid Payback
Tunkillia Rapid Payback High value ‘Starter Pits’ drive early return of capital, underwrite financing profile High value ‘Starter Pits’ (1) Assuming A$5,000/oz Au and A$50/oz Ag for revenue: (1) • ‘S1’ yields 206koz Au, 491koz Ag and A$825m cash, paying back capex ~2x in ~13 months • ‘S1+S2’ → 365ko
Slide 11: Wudinna Regional Leverage
Wudinna Regional Leverage Multiple enhancement options for BGD’s regional platforms Advanced platform, growth potential • JORC 279koz Au (5.81Mt @ 1.5 g/t Au) (1) • Deposits open to depth / strike extensions Pt Augusta Wudinna • Multiple untested exploration targets 279koz Au Investigator Silver (IV
Slide 12: Tarcoola Emerging Platform
Tarcoola Emerging Platform Hunting high-grade blending feed for CGM & Tunkillia Mill Historical high-grade goldfield Darwin Rail • 1893 gold rush (~1893 – 1950) with over 600 historical workings across ML (1) • Perseverance open pit mine (20koz Au) sent ore → CGM during 2017 / 2018 (2) Significant
Slide 13: Tolmer Silver Discovery
Tolmer Silver Discovery ‘Western silver’ and ‘eastern gold’ zones now cover ~1.5km footprint (5) Source 5 ▪ Significant high-grade, silver dominant mineralisation ▪ ‘Western silver zone’ discovery hole: 6m @ 4,747 g/t Ag across newly discovered ~1.5km wide mineral footprint from 46m, plus 4m @ 13.2
Slide 14: Tolmer Testing Extensions
Tolmer Testing Extensions Targeting infill and extension of high- grade, shallow silver mineralisation ▪ 3,677m follow up drilling completed June 2026, testing potential continuity and extensions (2) Western Tolmer (silver) zone: Max Au-in-soil – 187ppb ▪ Numerous shallow intersections > 2,000gm Ag
Slide 15: Key Targets
Perseverance Mine, Tarcoola Project Key Targets Fully funded to deliver key value- add milestones and value catalysts Stage 1│Central Gawler Mill CY 2026 CY 2027 Resource upgrade / Reserves drilling Mineral Resources update Definitive Feasibility Study (DFS) Final Investment Decision (FID) FEED / si
Slide 16: Summary Platform + performance = Value
Summary Platform + performance = Value Strategic platform including fully-permitted infrastructure Advancing consistently with near-term ‘Stage 1’ operations Well capitalised with fully aligned, experienced leadership Multiple catalysts and frequent news Accessible in AUD, USD and EUR on Australian,
Slide 17: Contact
Contact Barton Gold Level 4, 12 Gilles Street Adelaide SA 5000 contact@bartongold.com.au www.bartongold.com.au Alexander Scanlon Managing Director & CEO a.scanlon@bartongold.com.au +61 425 226 649 Jade Cook Company Secretary cosec@bartongold.com.au +61 8 9322 1587 17
Slide 18: JORC (2012) Mineral Resources
JORC (2012) Mineral Resources (1) (1)Tables show the complete JORC MRE for each Project. Figures are subject to rounding, tonnages are dry-metric tonnes, and all Mineral Resources classified as ‘Inferred’ are approximate. Gold cut-off grades applied are: Tunkillia • 0.3 g/t Au (Area 223) • 0.3 g/t A
Slide 19: Competent Persons Statements
Competent Persons Statements The information relating to Exploration Results and Mineral Resources in this presentation is extracted from the Company’s Prospectus dated 14 May 2021 (Prospectus) and Barton ASX announcements as cross-referenced in the body of this presentation. A copy of the Prospectu
Slide 20: References
References Slide 4 (Capital Structure) Slide 11 (Wudinna Regional Leverage) 1 Refer to ASX announcement dated 16 July 2026 1 Refer to ASX announcements dated 30 June, 2 July and 8 July 2025 2 As at market close on 24 July 2026 2 Refer to ASX announcement dated 10 September 2025 3 Refer to ASX announ