Stavely Minerals Ltd · ASX:SVY
Stavely Minerals — IMARC Conference 2026
36 slides from Stavely Minerals's conference presentation, Oct 27, 2026
Slide 1: Thursday's Gossan Scoping Study and Immediate Exploration Targets
rsonal use only ASX: SVY Thursday’s Gossan Scoping Study and Immediate Exploration Targets Evaluating copper-gold-silver production and further discovery in Western Victoria IMARC Conference 27 October 2026
Slide 2: Disclaimer
Disclaimer This presentation contains only an overview of Stavely Minerals Limited rsonal use only (“Stavely" or the “Company”) and its activities and operations. The contents of this presentation, including matters relating to the geology and exploration potential of the Company’s projects, may rel
Slide 3: Stavely Project – Pre-production Copper and Exploration
Stavely Project – Pre-production Copper and Exploration Discovery – outstanding shallow high-grade copper-gold-silver discovery rsonal use only (September 2019), the Cayley Lode1 Stavely Minerals’ strategy is to realise value in the Cayley Lode discovery: 1. Updated MRE 60Mt at 0.58% CuEq2 (see appe
Slide 4: Updated 2026 Mineral Resource Estimate: The Foundation
rsonal use only Updated 2026 Mineral Resource Estimate: The Foundation
Slide 5: Updated 2026 Mineral Resources Estimate
Updated 2026 Mineral Resources Estimate Discovery – outstanding shallow high-grade copper- rsonal use only gold-silver discovery (September 2019), the Cayley Lode 2026 Updated MRE1 Cayley Lode MRE • 9.1Mt at 1.61% CuEq (1.2% Cu, 0.27g/t Au and 8.4g/t Ag) Total Resources • 60Mt @ 0.58% CuEq ( 0.46% C
Slide 6: Thursday's Gossan / Cayley Lode Mineral Resources
Thursday’s Gossan / Cayley Lode Mineral Resources rsonal use only
Slide 7: Thursday's Gossan / Cayley Lode Mineral Resources
Thursday’s Gossan / Cayley Lode Mineral Resources (chalcocite-enriched blanket removed) rsonal use only
Slide 8: Stavely Project Scoping Study Update
rsonal use only Stavely Project Scoping Study Update 2026
Slide 9: Thursday's Gossan Scoping Study: Three-stage Open Pit, 4Mtpa Processing
Thursday’s Gossan Scoping Study Three-stage Open Pit, 4Mtpa Processing rsonal use only
Slide 10: Key Financial Outcomes (consensus metals pricing)
Thursday’s Gossan Scoping Study Key Financial Outcomes (consensus metals pricing1) rsonal use only A$818M 40% 2.5 yrs Estimated pre-tax NPV7 Estimated pre-tax IRR Projected capital payback from first production ~A$110M A$1.4B US$3.76/lb LOM AISC copper equivalent Average annual free cash flow from N
Slide 11: Key Financial Outcomes (spot metals pricing)
Thursday’s Gossan Scoping Study Key Financial Outcomes (spot metals pricing2) rsonal use only A$905M 43% A$1.5B Pre-tax NPV7 Pre-tax IRR Net cashflow from operations 2 Source: Trading Economics website, 6 August 2026 see ASX announcement 10 August 2026
Slide 12: Life-of-Mine Payable Metal Production
Thursday’s Gossan Scoping Study Life-of-Mine Payable Metal Production rsonal use only 170,200 65,700 3,283,000 Copper in concentrate Gold in concentrate Silver in concentrate Tonnes Cu Ounces Au Ounces Ag = 210,000t of copper equivalent production see ASX announcement 10 August 2026
Slide 13: Mineral Resource and Production Profile
Thursday’s Gossan Scoping Study Mineral Resource and Production Profile rsonal use only 24,300t 14,500t 210,400t CuEq per year, first 3 years CuEq per year, next 10 years Copper equivalent metal Ave. $100m per Q net revenue Not including UG contribution In concentrate over 13 years Production period
Slide 14: Mining and Processing Physicals
Thursday’s Gossan Scoping Study Mining and Processing Physicals rsonal use only 51.4Mt 2.5x 84.8% Process plant feed Strip ratio Copper recovery Single open pit, 13-year life 127.5Mt waste mined 709,372t at 24% Cu Parameter Value Operating life 13.0 years (52 quarters of production) Ore mined and mi
Slide 15: Capital and Operating Cost Estimates
Thursday’s Gossan Scoping Study Capital and Operating Cost Estimates rsonal use only A$333M A$139M US$3.76/lb Plant and infrastructure Pre-stripping Life-of-mine AISC Post-FID, incl. 30% contingency Total A$472M pre-production funding US$2.75/lb in first 3 years (A$78M) required ($333M+$139M) Cost i
Slide 16: Pre-Tax NPV7 Sensitivity
Thursday’s Gossan Scoping Study Pre-Tax NPV7 Sensitivity Change in pre-tax NPV7 (A$M) — base case A$818M rsonal use only Downside Upside -500 -400 -300 -200 -100 0 100 200 300 400 500 Copper price ±20% -430 430 Spot metals Operating cost ±15% -218 218 prices2: $905m Cu recovery ±4% abs -98 98 Capita
Slide 17: Pre-tax revenue, operating costs and cumulative cashflow
Thursday’s Gossan Scoping Study Pre-tax revenue, operating costs and cumulative cashflow rsonal use only $150M $1,500M $100M $1,000M Revenue and Operating Costs (A$) Cumulative Cashflow (A$) $50M $500M $0M $0M -$50M -$500M -$100M -$1,000M 1 5 9 13 17 21 25 29 33 37 41 45 49 53 57 Quarter
Slide 18: Upside Opportunities
Thursday’s Gossan Scoping Study Upside Opportunities Upside opportunities for further study1: rsonal use only ➢ Additional drilling to convert Inferred to Indicated Resources in the Cayley Underground and include in production schedule ➢ Additional drilling to convert Inferred to Indicated Resources
Slide 19: Major Exploration Opportunities in 130km of Under-Explored Volcanic Arc
rsonal use only Major Exploration Opportunities in 130km of Under-Explored Volcanic Arc
Slide 20: Stavely Minerals Controls ~130km of Cu-Au Fertile Arc
Stavely Minerals Controls ~130km of Cu-Au Fertile Arc Stavely Project - Thursday’s Gossan Prospect rsonal use only ● Cayley Lode high-grade Cu-Au-Ag discovery ● 9.3Mt at 1.23% Cu, 0.23g/t Au and 7.1g/t Ag 1 ● Junction ● 35m at 3.44% Cu and 26g/t Ag 2 ● Late-2024 aircore drilling results are impressi
Slide 21: Junction Copper Prospect
rsonal use only Junction Copper Prospect
Slide 22: Junction Copper Prospect – Historic drill results
Junction Copper Prospect – Historic drill results Junction is the largest copper in soil auger anomaly in the rsonal use only entire Stavely Project, located ~2km south of the Cayley Lode. Historic intercepts at the Junction Prospect include1: ● 35m at 3.44% Cu and 26g/t Ag from 24m drill depth to e
Slide 23: Junction Copper Prospect – October 2024 aircore results
Junction Copper Prospect – October 2024 aircore results o 14m @ 3.24% Cu, 34.5g/t Ag from 34m in SJAC105, incl. rsonal use only • 8m at 4.62% Cu and 49.5g/t Ag from 34m, incl. • 2m at 6.47% Cu and 59.5g/t Ag from 36m o 48m at 1.60% Cu and 14.8g/t Ag from 2m in SJAC112, incl. • 8m at 2.53% Cu and 26.
Slide 24: Freddy's Find Gold Prospect
rsonal use only Freddy’s Find Gold Prospect
Slide 25: The Freddy's Find Breccia-Hosted Gold Prospect
The Freddy’s Find Breccia-Hosted Gold Prospect - In-fill reconnaissance RC drilling to 200m x 200m rsonal use only Freddy’s Find Reconnaissance RC • 16m at 1.09g/t AuEq from 46m drill depth in STRC0132, including: • 7m at 1.94g/t AuEq from 53m, including: • 4m at 2.31g/t AuEq from 56m Within a broad
Slide 26: Freddy's Find Diamond Drilling – 'Blind' Gold & Silver Discovery Confirmed
Freddy’s Find Diamond Drilling – ‘Blind’ Gold & Silver Discovery Confirmed, Early Days rsonal use only Freddy’s Find Diamond Drill Hole STDD002: • 13.7m at 1.80g/t AuEq1 from 223.3m drill depth, including: • 3.7m at 2.16g/t AuEq from 223.3m; and • 4m at 3.41g/t AuEq from 233m; including: • 1m at 7.0
Slide 27: Big System, Multiple Targets
Big System, Multiple Targets Freddy’s Find North Freddy’s Find S4 Porphyry Target rsonal use only look-alike • Falcon gravity low of similar size and intensity to the Thursday’s Gossan gravity low (including the Cayley Lode) • Only 4 historic aircore drill holes to 70m drill depth on 400 x 5km Fredd
Slide 28: Forward Activities
rsonal use only Forward Activities
Slide 29: Forward Activities
Forward Activities Exploration rsonal use only Freddy’s Find • Reconnaissance drilling at Freddy’s Find and the S4 porphyry target • Results to date has demonstrated a large hydrothermal system with material gold and silver intercepts in an intermediate sulphidation system – Lake Cowal analogy as to
Slide 30: Forward Activities: Development Options
Forward Activities Development Options rsonal use only To date Stavely Minerals has outlined what a ‘big bang’ open pit development looks like with key metrics demonstrating a robust, long-life production asset: • NPV7 of $818m • IRR of 40% Thursday’s Gossan hosts 3 styles of mineralisation: 1. The
Slide 31: Corporate Summary
Corporate Summary Capital Structure rsonal use only ASX TICKER Share Price (9.09.26) Shares on Issue Cash (30.09.26) Market Capitalisation Management & Staff SVY $0.011 1,033M $2.1M* $11.4M ~11% equity 12-month Share Price to 26 October 2026 Directors $0.025 30,000,000 Close $ Volume Chris Cairns Je
Slide 32: Summary – Key investment takeaways
Summary – Key investment takeaways rsonal use only The Cayley Lode Value Statement: Copper Market is is a quality high- Scoping Study describes Hot grade copper-gold- a robust, long-life copper- Record metals Big silver Mineral gold-silver production prices, active M&A Resource from asset targets su
Slide 33: Contact us
rsonal use only Contact us Stavely Minerals Limited L1, 168 Stirling Highway Nedlands WA 6009 P - 08 9287 7630 The information in this presentation is extracted from information available to view on www.stavely.com.au. The Company confirms that it is not aware of any new information or data that mat
Slide 34: Appendix 1: Mineral Resources
rsonal use only Appendix 1: Mineral Resources
Slide 35: Appendix 1: Mineral Resources Classifications
Appendix 1: Mineral Resources Classifications rsonal use only 2026 Stavely Minerals Total Mineral Resources Estimate Resource Resource Tonnes Grade Grade Cont. Cont. Grade Cont. Grade Cont. Grade Cont. Prospect Category (Mt) Metal Metal Metal Metal Metal (Cu %) (CuEq%) (kt Cu) (Mlbs (Au g/t) (koz Au
Slide 36: Appendix 2: Thursday's Gossan Scoping Study – Life-of-Mine Financial Summary
Appendix 2: Thursday’s Gossan Scoping Study Life-of-Mine Financial Summary Metric Units Pre-tax Post-tax rsonal use only NPV₇ (real, ungeared) A$M 817.7 542.5 IRR % p.a. 39.9% 30.1% Payback from first ore Quarters 10 — Net cash generated (life of mine) A$M 1,389.5 990.6 Gross revenue A$M 4,130.8 4,1