Daly Resources Limited · ASX:DLY
Daly Resources — IPO Roadshow (June 2026)
17 slides from Daly Resources's IPO roadshow presentation, June 2026
Slide 1: IPO Presentation
IPO PRESENTATION Building The northern territory's Premier Fluorite & Copper Company JUNE 2026 ASX: DLY DALY RESOURCES | IPO PRESENTATION 1
Slide 2: Disclaimer
Disclaimer Disclaimer and Forward-Looking State ments (a) If you are in Australia, you are a ‘professional inv estor’ or ‘soph isticated inv estor’ (within the meanin g of sections 708(11) and 708(8), respectively, of the Corporations Act) and are also, in each case, a ‘who lesale client’ (within th
Slide 3: Investment Highlights
Investment Highlights FLUORITE Copper & zinc Daly Resources is well ▪ Huckitta directly adjacent to & in same ▪ Portfolio of underexplored large-scale mineralised fluorite corridor as Tivan's copper & zinc exploration targets across resourced to become one (ASX:TVN, ~A$600M market cap) Sandover the
Slide 4: Project Overview
PROJECT OVERVIEW 100% Owned - 6,324 km² Total Granted Tenure Across Three Project Areas in the Northern Territory Huckitta Batten Broughton Fluorite + Copper Zinc-Copper Copper-Zinc ~3,600 km² ~1,089 km² ~1,633 km² ▪ Fluorite as primary value ▪ Direct analogue: ▪ Analogue: Dzhezkazgan driver McArthu
Slide 5: Huckitta Fluorite Overview
HUCKITTA FLUORITE OVERVIEW PROJECT HIGHLIGHTS ▪ Large-scale mineral system - extensive mapped fluorspar veins and reefs across district ▪ Adjacent to and along strike from Tivan's Sandover Project - same geological corridor ▪ High-grade outcropping fluorspar with significant upside under shallow cov
Slide 6: Huckitta. Ultra High-Grade Fluorite Geology Confirmed
Huckitta. Ultra High-Grade Fluorite Geology Confirmed 95.1% 23 Max CaF₂ Rock Chip Samples >80% CaF₂ >400m 6m @ 35% CaF2 Individual Vein Strike Length Historic Drilling Narbarloo North (1970’s) Field Program Context ▪ Recent Daly field trips confirmed historic high-grade fluorite results and identifi
Slide 7: Why Fluorite
WHY AI CHIPS FLUORITE Semiconductor etching energy About FLUOrite Nuclear fuel enrichment FLUOrite is essential in METALS ▪ Primary mineralogical source of ▪ Hydrofluoric acid (HF) production Steel & aluminum fluorine (industrial backbone) ▪ High-grade mineralisation upgraded ▪ AI semiconductor chip
Slide 8: Global Fluorite Market. A Structural Supply Crisis, Not a Cycle
Global Fluorite Market. A Structural Supply Crisis, Not a Cycle China Consumes ~80% of World Production. No Meaningful New Supply. ~2Mt ~80% 1 ~63% US$450 – 650/t 40 –70% China imported 2025 China share of global Undeveloped resource project China's Share Current Demand Exceeds (record — 2× rate of
Slide 9: Huckitta Infrastructure & Export Pathways
Huckitta Infrastructure & Export Pathways Multiple Credible Development and Export Pathways to Asian Markets ALICE DARWIN ASIAN Project SPRINGS PORT MARKETS ▪ Excellent regional access via Plenty Highway - 320km by road to Alice Springs and ~220km direct to rail ▪ 1,500km by rail from Alice Springs
Slide 10: Huckitta Copper: Large scale sediment hosted copper Potential
Huckitta Copper Large scale sediment hosted copper Potential Sediment-Hosted Copper - Analogues Include the Central African Copper Belt LARGE-SCALE Copper Discovery Potential Central African Copper Belt: ~10% of global copper production 3.3 Gt @ 2.68% Cu Kupferschiefer (Europe): 52 g/t Ag co-product
Slide 11: Huckitta Copper Prospectivity & Forward Program
Huckitta Copper Prospectivity & Forward Program Untested Copper Prospectivity Across Underexplored Exploration Tenements Untested Copper Prospectivity ▪ Strong indicators already present: widespread black shale host, copper- barium-lead surface anomalies ▪ Historic rock chips grading up to 24.5% Cu
Slide 12: Batten Zn-Cu McArthur Basin
Batten Zn-Cu McArthur Basin Dominant Ground Position in Australia's Premier SEDEX Zinc Province 227Mt@9.2%Zn 58Mt@11.1%Zn McArthur River Mine Teena Deposit (HYC) - Direct Analogue (Same Basin) ▪ Large Zn-Cu exploration position within the Batten fault zone/McArthur Basin ▪ Tenure covers repeats & ex
Slide 13: Batten Zn-Cu Outstanding Under-Explored Targets
Batten Zn-Cu Outstanding Under-Explored Targets Drilling Planned to Test for large SEDEX-Style Deposit Two Advanced Priority Targets ▪ Hot Spring - shallow AEM conductor & gravity low, surface synclines mimicking sub-basin at depth. Never drilled. ▪ Cow Lagoon - structurally favourable with strong g
Slide 14: Broughton Cu-Zn McArthur Basin
Broughton Cu-Zn McArthur Basin Large scale Sediment-Hosted Cu-Zn Target First-Mover Position in an Emerging District Untested Copper Prospectivity ▪ Strong geological similarities to the Dzhezkazgan copper district in Kazakhstan - one of the world's largest sediment-hosted copper systems ▪ Only 8 hi
Slide 15: Corporate Snapshot
Corporate Post-IPO Highlights Snapshot Sandfire Resources (~13%) - largest shareholder, providing strategic and technical validation for the Daly asset portfolio CAPITAL STRUCTURE Board & management (~10%) Meaningful alignment with shareholders Shares on issue 91,000,000 Other existing shareholders
Slide 16: Experienced Team. Proven NT Track Record
Experienced Team. Proven NT Track Record DIRECTORS KEY MANAGEMENT PERSONNEL Mike Edwards Will Belbin Gregor Bennett Daniel Greene Executive Chairman Non-Executive Director Chief Geologist Exploration Manager B.Sc Geology, B.Bus Econs & Finance B.Sc Geology, M.Sc B.Sc Geology, Geophysics B.Sc Geology
Slide 17: Contact Us
CONTACT US Mike Edwards LUCAS ROBINSON Executive Chairman, Daly Resources Investor Relations, Corporate Storytime E. admin@dalyresources.com.au E. lucas@corporatestorytime.com A. Suite 2, Level 1, 1292 Hay Street, West Perth, WA 6005 P. +61 408 228 889 P. +61 478 198 665 DALYRESOURCES.COM.AU ASX: DL