Sunrise Energy Metals Limited · ASX:SRL
Sunrise Energy Metals — Shareholder Meeting (November 2025)
19 slides from Sunrise Energy Metals's shareholder meeting presentation, Nov 13, 2025
Slide 1: CEO Presentation Annual General Meeting
CEO Presentation Annual General Meeting 13 November 2025 ASX: SRL OTC: SREMF
Slide 2: Disclaimer
Disclaimer Important Information The following notice and disclaimer applies to this investor presentation (“Presentation”) and you are therefore advised to read this carefully before reading or making any other use of this Presentation or any information contained in this Presentation. By accepting
Slide 3: Disclaimer
Disclaimer Forward looking statements and forecasts This Presentation contains certain “forward-looking statements” and comments about future matters. Forward-looking statements can generally be identified by the use of forward-looking words such as, “expect”, “anticipate”, “likely”, “intend”, “shou
Slide 4: Sunrise: Progressing an advanced portfolio of assets
Sunrise: Progressing an advanced portfolio of assets Syerston Scandium Project A high-grade, low-capex stand-alone mine/process plant targeting scandium use in 5G/6G telecoms chips, civilian and military alloys and fuel cells Sunrise Nickel-Cobalt Project A large, long-life, low-cost and development
Slide 5: Scandium 101
Scandium 101 • Scandium (Sc) is the lightest transition metal and classified as a rare earth element (REE) - it is common in the earth’s crust, but at very low concentrations • It has a potent ability to transform the properties of other elements and compounds, especially as an alloy in aluminium an
Slide 6: Changing the supply paradigm
Changing the supply paradigm U.S.–Australia US$8.5B rare earths alliance highlights global push to secure critical minerals • China’s share of global scandium supply exceeds that of almost all strategic metals, including gallium, germanium, silicon and rare earths • Over 90% of world demand is from
Slide 7: Syerston Scandium Project
Syerston Scandium Project Located 320km NW of Sydney. Permitted with secure Design Parameters Process plant throughput per annum (tonnes) 64,000 tpa water rights and ownership of surrounding freehold LOM process plant avg Sc feed grade 665 ppm Sc land. Nameplate production rate per annum (dry tonnes
Slide 8: Advanced approvals and permitting status
Advanced approvals and permitting status • Environmental Impact Statement approved, and the Environmental Approval License granted by the NSW Environmental Protection Authority Environment • Water rights for the Project have been secured and ensure sufficient access to water to facilitate processing
Slide 9: Progressing funding and offtake
Progressing funding and offtake Funding Support from US Lockheed Martin Letter of Balance sheet supported by Export-Import Bank Support recent capital raisings • Sunrise has received a Letter of Interest • Sunrise has offered Lockheed Martin an • Net cash of $12.05M as at 30 September from the Expor
Slide 10: Deliverables and catalysts
Deliverables and catalysts Delivered Upcoming Granted Mining Lease Complete Syerston Feasibility Study update (early 2026) Environmental Impact Statement completed Offtake discussions (ongoing) Water rights secured and pump testing completed Engagement on U.S. Government critical metals progra
Slide 11: Other Assets
Other Assets u sunrise energy metals
Slide 12: Exploration - Clonagh Trend JV, Cloncurry (Qld)
Exploration - Clonagh Trend JV, Cloncurry (Qld) • Six Exploration Permits (EPMs) covering 912 km2 in the world-class Cloncurry district in Queensland, Australia. • Sunrise Energy Metals has optioned these tenements via a conventional earn-in JV arrangement – sole funding $3M for 51% or $8M for 75% •
Slide 13: Sunrise Nickel-Cobalt Project
Sunrise Nickel-Cobalt Project • Significantly advanced Project: • A$250M invested and all key permits and land secured • Extensive test work: FEED, piloting and hydromet test work completed, with a significantly de-risked flowsheet • Rail, port and renewable energy infrastructure accessible • Assets
Slide 14: Conclusion
Conclusion u sunrise energy metals
Slide 15: Investment summary
Investment summary Syerston – a high • A large, high-grade source of mineable scandium, adjacent to excellent infrastructure quality asset • Amenable to shallow, low strip mining with decades of expandable resource available • Forecast capital cost of US$120M with an average life of mine C1 cash ope
Slide 16: Appendix
Appendix u sunrise energy metals
Slide 17: Corporate snapshot
Corporate snapshot Board Robert Friedland Jiang Zhaobai Sam Riggall Eric Finlayson Stefanie Loader Trevor Eton Co-chair & Non- Co-Chair and Non- Managing Director Non-Executive Lead Independent Non-Executive Executive Director Executive Director And Chief Director Non-Executive Director Executive Of
Slide 18: Syerston Mineral Resources
Syerston Mineral Resources Mineral Resource Estimate (JORC) Drill hole locations and resource classification at 300ppm Sc cut-off Cut-off Class Mt (dry) Sc (ppm) Sc (t) Sc2O3 Eq (t)1 300 ppm Measured 5.3 436 2,299 3,518 Sc Indicated 18.2 400 7,284 11,144 M+I 23.5 408 9,583 14,662 Inferred 36.9 379 1
Slide 19: Corporate Investors
Corporate Investors Sam Riggall Craig Sainsbury +61 3 9797 6700 craig.sainsbury@automiocgroup.com.au
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