Victory Metals Limited · ASX:VTM
Victory Metals — RIU Resources Round-up Conference 2025
18 slides from Victory Metals's conference presentation, May 6, 2025
Slide 1: RIU Resources Round-up Conference
RIU Resources Round-up Conference Sydney, NSW MAY 2025 For personal use only STRATEGIC MINERALS FOR A SAFER TOMORROW ASX:VTM
Slide 2: Disclaimer
Disclaimer Not a disclosure document. The purpose of this presentation is to provide general information about the Company only. This presentation is No other material authorised not a disclosure document for the purpose of Chapter 6D of the Corporations Act 2001 (Cth) (Corporations Act) and does no
Slide 3: China export controls on rare earths and strategic minerals
For personal use only China imposed new export controls on key HREEs Gadolinium Terbium, Dysprosium, Lutetium & Yttrium and light LREEs Samarium, in addition to strategic minerals Gallium & Scandium Escalating geopolitical tensions reinforce the urgent need for secure, Western-aligned ethically sour
Slide 4: North Stanmore Scoping Study
North Stanmore Scoping Study Scoping Study highlights a unique opportunity to establish a long-term, low-cost supply of critical minerals For personal use only ▪ Robust estimated NPV AUD $1,212m Post Tax 52% IRR ▪ 31-year mine life with – 72% of resource in the Indicated category – 28% in the Inferr
Slide 5: April 2025 Mineral Resource Estimate
April 2025 Mineral Resource Estimate For personal use only 247.5M 36% HREE tonnes HREO/TREO + Sc + Ga Indicated and inferred rare earth Australia’s most enriched Dominant product mix resource with mineralisation heavy rare earth oxide attractive for offtake and remaining open in all directions (HREO
Slide 6: North Stanmore Rare Earth Element Project
North Stanmore Rare Earth Element Project April 2025 Mineral Resource Estimate For personal use only ▪ Largest Australian clay hosted heavy rare earth project totalling 247.5m tonnes ▪ Leading metallurgic recoveries 94% Nd Pr Dy Tb ▪ Premier Heavy Rare Earth ratios 36% HREO/TREO ▪ Critical high-valu
Slide 7: Rapidly emerging as Australia's Premier Ethically Sourced Heavy REE Supply Option
For personal use only Rapidly emerging as Australia’s Premier Ethically Sourced Heavy REE and Critical Minerals Supply Option for the Defence Industry and beyond
Slide 8: Key Investment Highlights
Key Investment Highlights 1 2 3 For personal use only ATTRACTIVE CRITICAL PRIME DEPOSIT PRODUCT PROJECT ATTRIBUTES MIX LOCATION Distinctive mineralogy drives MRE confirms recoverable HREO + Provides many advantages key project differentiators of scandium, gallium & hafnium with for mining, explorati
Slide 9: Attractive Deposit Attributes
For personal use only Attractive Deposit Attributes 9 INVESTOR PRESENTATION | MAY 2025
Slide 10: Production Of Mixed Rare Earth Carbonate (MREC)
Production Of Mixed Rare Earth Carbonate (MREC) Heavy Rare Earth enriched MREC product produced from MREC comparison between samples from across the North Stanmore project area Victory’s Heavy Rare Earth For personal use only Enriched Project and Serra Verde’s Light Rare Earth Enriched Project MREC
Slide 11: Solution to China's Export Controls
Solution to China's Export Controls Victory's proven recoveries of metals on China's Export Restriction List For personal use only 64 65 66 71 39 HEAVY RARE EARTHS Gd Gadolinium Tb Terbium Dy Dysprosium Lu Lutetium Y Yttrium 62 LIGHT RARE EARTHS Sm Samarium 31 21 STRATEGIC BY-PRODUCTS Ga Gallium Sc
Slide 12: Critical Product Mix
Defence Lasers Wind Turbines Electric Vehicles Semiconductors Nuclear Reactors For personal use only Critical Product Mix ESSENTIAL FOR THE DEFENCE INDUSTRY AND BEYOND 12 INVESTOR PRESENTATION | MAY 2025
Slide 13: Prime Project Location
Prime Project Location Established infrastructure critical for mining with 100% of the project residing on crown land, eliminating For personal use only landowner access and resettlement considerations NORTH STANMORE RARE EARTH DISCOVERY Superbly situated on the Great Northern Approximately 7km from
Slide 14: Strategic Advantages
Strategic Advantages For personal use only ACTIVE MATURE LOW WELL POLITICAL GOVERNMENT REGULATORY ROYALTIES ESTABLISHED AND ECONOMIC SUPPORT REGIME AND TAXATION SUPPORT SYSTEMS STABILITY Strategic initiatives: Stable legal framework: Competitive Royalties: World-class Political stability: Grants and
Slide 15: Key Development Milestones
Key Development Milestones For personal use only PRE- FEASIBILITY OFFTAKE & STUDY MINING STRATEGIC LICENCE DISCUSSIONS ADVANCED CONVERSION MREC GOVERNMENT PRODUCTION ENGAGEMENT ENVIRO FURTHER BASELINE SCANDIUM RESOURCE STUDIES OXIDE UPGRADE PRODUCTION 15 INVESTOR PRESENTATION | MAY 2025
Slide 16: Driving Sustainable Growth
Driving Sustainable Growth SUSTAINABILITY IS INTEGRATED INTO OUR STRATEGY For personal use only Our approach to Contribution to Core Focus Future Energy Areas Commitments ESG Transition Pioneering ethical and Permanent Magnets for Health & Safety ESG governance environmentally EVs and Renewable Ener
Slide 17: Corporate Overview
Corporate Overview BOARD OF DIRECTORS & VICTORY TEAM CAPITAL STRUCTURE For personal use only Brendan Clark Chief Executive Officer and Executive Director Share price at 5 May 2025 A$0.59 James Bahen Non-Executive Chairman Shares on issue 109M Professor Ken Collerson Non-Executive Director and Techni
Slide 18: Contact Us
ASX:VTM For personal use only Contact Us KEY DETAILS T: +61 08 6555 2950 E: info@victorymetalsaustralia.com W: www.victorymetalsaustralia.com A: Suite 1, 295 Rokeby Rd, Subiaco WA 6008 BRENDAN CLARK CEO AND EXECUTIVE DIRECTOR E: b.clark@victorymetalsaustralia.com BEN CREAGH INVESTOR AND MEDIA RELATI
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