Austral Resources Australia Limited · ASX:AR1
Austral Resources Australia — Mining Forum Americas 2026
28 slides from Austral Resources Australia's conference presentation, Sep 28, 2026
Slide 1: Austral Resources Unveils Refreshed Brand and Updated Company Presentation
ASX: AR1 28 September 2026 ASX ANNOUNCEMENT Austral Resources Unveils Refreshed Brand and Updated Company Presentation Austral Resources Australia Ltd (ASX: AR1) (“Austral”, “AR” or the “Company”) is pleased to provide an updated Company Presentation, incorporating the Company’s refreshed brand iden
Slide 2: At the core of Austral Resources Australia Ltd
ASX: AR1 28 September 2026 ASX ANNOUNCEMENT Further information, please contact: Emma Godfrey Jane Morgan Corporate Affairs & Stakeholder Relations Investor & Media Relations P: +61 419 523 719 M: +61 405 555 618 E: emma@australres.com E: jm@janemorganmanagement.com.au At the core of Austral Resourc
Slide 3: Building Australia's next mid-tier copper powerhouse
For personal use only Austral Resources Australia Ltd(ASX:AR1) Building Australia’s next mid - tier copper powerhouse Mining Forum Americas 2026 Presentation 28 September 2026
Slide 4: Important statement
Important statement Important Notice and Disclaimer Financial Information and Modelling You must read this notice before reading or making any use of this Presentation (defined below) or any information contained in this All amounts in Australian dollars unless stated otherwise. The financial inform
Slide 5: Austral Resources at its core
Austral Resources at its core For personal use only Rare Resilient Reliable • Focused on copper, • Production and exploration • Renewed board and in Queensland management • Organic and inorganic growth • Only dual processing facility operating model • Well capitalised balance company in Australia –
Slide 6: Austral Resources defined
Austral Resources defined For personal use only Backed by key stakeholders Significant infrastructure Aggressive growth strategy Meaningful target production scale Benefits of consolidation 4
Slide 7: Austral Resources defined: Backed by key stakeholders
Austral Resources defined For personal use only Backed by key stakeholders • Driving growth with strong support and alignment from key stakeholders Significant infrastructure • Shareholders include The Springwood Group, Glencore, QIC, Hostplus and others • Aggressive growth strategy Some contractors
Slide 8: Austral Resources defined: Significant infrastructure
Austral Resources defined For personal use only Backed by key stakeholders • Controlling two key processing hubs – Mt Kelly and Rocklands Significant infrastructure • The only company with capacity to treat oxide and sulfide ores across the region, and across Australia • Aggressive growth strategy R
Slide 9: Austral Resources defined: Aggressive growth strategy
Austral Resources defined For personal use only Backed by key stakeholders • Building a leading pure - play copper producer on the ASX Significant infrastructure • Positioned as the go - to regional consolidator • Leveraging third - party tolling and near - mine Aggressive growth strategy exploratio
Slide 10: Austral Resources defined: Meaningful target production scale
Austral Resources defined For personal use only Backed by key stakeholders • Mt Kelly plant capacity is 30ktpa Cu cathode • Rocklands plant capacity is 3.0Mtpa with QIC funding Significant infrastructure to investigate processing plant capacity expansion up to 4.5Mtpa to 6.0Mtpa (equivalent to Glenc
Slide 11: Austral Resources defined: Benefits of consolidation
Austral Resources defined For personal use only Backed by key stakeholders • Lower unit costs and higher profitability • Scalable, synergistic operations to be combined Significant infrastructure • Across a tier - 1 jurisdiction with a long - life, high - grade pipeline Aggressive growth strategy Me
Slide 12: Dual oxide and sulphide processing capabilities: Western Hub
Dual oxide and sulphide processing capabilities For personal use only Western Hub • Processing at Mt Kelly SX - EW plant • Currently operating at rate of ~10ktpa Cu, with capacity of 30ktpa Cu • Key pipeline deposits include Lady Annie, Flying Horse and Lady Loretta • Large exploration drilling inve
Slide 13: Dual oxide and sulphide processing capabilities: Eastern Hub
Dual oxide and sulphide processing capabilities Eastern Hub For personal use only • Rocklands currently on care and maintenance • Planned 2027 restart • Processing capacity of up to 3.0Mtpa • Tolling Agreement with Glencore to support Rocklands mill feed • Toll treatment MOUs secured with regional r
Slide 14: Tolling agreement: Hub and spoke production strategy
Tolling agreement: Hub and spoke production strategy • The tolling agreement between Glencore and For personal use only Austral Resources ensures that it will remain well supported and fed • Austral Resources equity owned feed takes priority over that provided by Glencore, maximising cash flow back
Slide 15: Pathway to a +60,000 tpa copper business
Pathway to a +60,000 tpa copper business Production Potential - Austral Resources Processing Assets 1 80,000 Current Ramping Production – Existing Future Growth Options For personal use only Production Infrastructure 70,000 17,000 67,000 60,000 17,000 25,000 50,000 50,000 50,000 40,000 30,000 15,000
Slide 16: Western Hub: Mt Kelly
For personal use only Western Hub: Mt Kelly Existing copper production with significant expansion potential 14
Slide 17: Mt Kelly: the asset
Mt Kelly: the asset Mt Kelly, under various ownership, has been operating continuously since 2007, enabling For personal use only Austral Resources to fully understand its operating performance characteristics: • Recoveries of ~84% of oxide material • Recoveries of ~50% of transitional material Mt.
Slide 18: Mt Kelly: scale and longevity
Mt Kelly: scale and longevity Mt Kelly: The ore feedstock Austral Resources has a 60.00 strong five - year+ outlook, For personal use only with consolidation and exploration to drive ongoing 50.00 production growth and project life extension. Contained Copper (kt) 40.00 30.00 20.00 10.00 - Lady Anni
Slide 19: Eastern Hub: Rocklands
For personal use only Eastern Hub: Rocklands A regionally significant asset with desired future expansion 17
Slide 20: Rocklands: the asset
Rocklands: the asset For personal use only The facility is planned to restart production in Q3 2027 with a focus on rebuilding the crushing circuit. The facility has a current capacity to process 3.0Mtpa of sulfide ore, through three processing lines allowing for operational flexibility and batch tr
Slide 21: Rocklands: The sulphide feedstock
Rocklands: The sulphide feedstock Yearly feed to Rocklands Facility 3.5 For personal use only Existing 3.0Mtpa through - put processing capacity is expected to 3.0 be fully utilised by Austral Resource’s sul ph ide ore production 2.5 through to at least 2034. Tonnes (Mt) 2.0 Austral Resources’ organ
Slide 22: Corporate and financing
For personal use only Corporate and financing Strong Board and Management with a recapitalised balance sheet 20
Slide 23: Board and Management team – built to execute the strategy
Board and Management team – built to execute the strategy For personal use only David Newling Dan Jauncey Michael Hansel David Quinlivan Niel Meadows Sean Westbrook (Interim Executive) Non - Executive Director Non - Executive Director Non - Executive Director Non - Executive Director Non - Executive
Slide 24: Corporate snapshot
Corporate snapshot Market Performance 2 0.14 0.12 Capital Structure A$0.084 0.10 For personal use only Shares on Issue 2,654,856,580 0.08 0.06 Share Price 2 A$0.084 0.04 Market Capitalisation $223.0M 0.02 0.00 Unrestricted cash 1 $31.1M Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Volume AR1 Share Pr
Slide 25: Acquisitions and key catalysts
For personal use only Acquisitions and key catalysts Existing copper production with significant expansion potential 23
Slide 26: Acquisitions – focus on feeding the facilities
Acquisitions – focus on feeding the facilities For personal use only Anthill Project Lady Loretta • Purchase of mined ore from third party group to • Glencore paid Austral Resources to complete the remove production bottleneck and increase purchase of this depleted zinc mine (which remains productio
Slide 27: 2026 catalysts
2026 catalysts Copper production Mt Kelly (Western Hub) For personal use only • Ramping production, utilising existing infrastructure • Completion of mining at Anthill with an optimised production capacity of over 50,000tpa to grow current production from • Commencement of multiple mining operations
Slide 28: Austral Resources Australia Ltd (ASX:AR1)
For personal use only Austral Resources Australia Ltd(ASX:AR1) Building Australia’s next mid - tier copper powerhouse www.australres.com Austral Resources - Level 9, Suite 902, 60 Edward Street, Brisbane QLD 4000 Phone - (07) 3520 2500
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