Yari Minerals Limited · ASX:YAR
Yari Minerals — Investor Presentation (October 2025)
19 slides from Yari Minerals's investor presentation, Oct 21, 2025
Slide 1: Building a Significant Resource in Queensland’s Coal Heartland
Building a Significant Resource in Queensland’s Coal Heartland 100% Owner of Rolleston South Project A 190Mt JORC Inferred Resource with upside IMARC Investor Presentation October 2025 | ASX:YAR
Slide 2: Disclaimer
Disclaimer Forward-looking information statements and information This presentation contains forward looking statements and forward-looking information, which are based on assumptions and judgments of management regarding future events and results. Such forward-looking statements and forward-looking
Slide 3: Rolleston South in the World Leading Bowen Coal Basin
Rolleston South in the World Leading Bowen Coal Basin Large resource of high-quality Currently ~190Mt JORC Inferred coal Resource (up 26% from 151Mt1, 140% from 78.9Mt2 when acquired) with upside Inaugural drill program: aiming Located in Tier 1 Coal jurisdiction for a fast-track path to resource &
Slide 4: Prime Location - Bowen Coal Basin in South-East Queensland
Prime Location - Bowen Coal Basin in South-East Queensland Meteor Downs rail loading loop Lowesby Meteor Downs Albinia South Mine Glencore rail loading loop Glencore Rolleston Rolleston Mine Coorumbene The Rolleston South Coal Project is a highly prospective coal exploration Rolleston South Project
Slide 5: Significant Exploration Upside in a World-Class Basin
Significant Exploration Upside in a World-Class Basin The highly prospective Rolleston South Coal Project comprises two granted Exploration Permits for Coal (EPCs), located in a proven basin and surrounded by major operators and development partners — including Glencore, Peabody, Tri-Star and Vitrin
Slide 6: Yari’s Bowen Basin Strategy
Yari’s Bowen Basin Strategy Confirm high- quality semi-soft metallurgical coal Inaugural Drill Campaign Target material Yari has secured Underway to further Resource key regulatory test Upgrades Second upgrade and landholder lifted JORC approvals First upgrade Inferred Resource lifted JORC to 190Mt
Slide 7: Drilling Plan and Objective
Drilling Plan and Objective Inaugural Drilling Campaign • Approvals secured, drilling pads prepared • 6 reverse circulation (RC) and diamond drill holes, totaling 2,000m • Xenith Consulting appointed as project manager Objectives • Upgrade 190Mt JORC Inferred Resource to Indicated status • Confirm h
Slide 8: Why Coal?
Why Coal? Global Coal Consumption Consensus Price Forecasts 10000 150 9000 140 8000 130 7000 6000 120 5000 MT 110 4000 100 3000 90 2000 1000 80 0 2025 2026 2027 2028 2029 Long-Term 2000 2005 2010 2015 2020 2024 Semi-soft coking coal (USD/t Nominal) China India ASEAN US EU ROW Newcastle thermal coal
Slide 9: Why Queensland? Infrastructure, Services, Regulations
Why Queensland? Infrastructure, Services, Regulations Australia ranks as the fifth-largest coal producer, second-largest QLD Coal Net Output exporter, and holds the third-largest 300,000,000 coal reserves globally (Energy Institute, 2023). 250,000,000 In 2023, the coal industry contributed $83.7 bil
Slide 10: Queensland is Open for (Coal) Business
Queensland is Open for (Coal) Business Coal: Fuelling growth and opportunity Queensland’s coal industry plays a vital role in the state’s economy, driving global exports, supporting domestic energy needs, and creating thousands of jobs. With high- quality resources, world-class infrastructure, and s
Slide 11: Rolleston South Acquisition Snapshot
Rolleston South Acquisition Snapshot Acquisition price of Rolleston Market Cap stands at $8.4M Issued Capital: 839.5M South was 29.9% of YAR Employee Options: 13M Employee Performance Rights: 15M Fully funded for current drilling Enterprise Value at $5.8M, with Major Shareholders: program underway a
Slide 12: Yari Team
Yari Team Eduardo Robaina Anthony Italiano Albert Thamm Non-Executive Chair Managing Director Technical Director Mr. Robaina is a highly experienced Managing Mr Italiano is a Chartered Accountant with Mr Thamm is a senior mining industry Director and Engineering Consultant, bringing more than 20 yea
Slide 13: Key Milestones to re-rate resource
Key Milestones to re-rate resource 2026 H2 2025 Define pathway for mining lease or Q3 mining 2025 development Drilling campaign lease application targeting improvement in Q2 Announced 26% resource category 2025 increase in JORC and test-work for Resource to 190 semi-soft coking coal Q2 Mt Inferred 2
Slide 14: Appendix
Appendix
Slide 15: 140% Upgrade to 190Mt JORC Inferred Resource
140% Upgrade to 190Mt JORC Inferred Resource ✓ Yari Minerals JORC Inferred Resource ~ 140% to 190Mt, up from 78.9Mt1 &2 ✓ Integration of data from Rougemont 3, 5, and 6 CSG wells no additional drilling cost ✓ 200% increase in resource mask area within EPC 2318 ✓ 10% increase in EPC 2327 modeled area
Slide 16: Appendix 1: Rolleston South coal qualities
Appendix 1: Rolleston South coal qualities • Historical coal quality data from the Rolleston region shows a coal product with low ash (circa 8%) can be sustained at a yield of 85% • Salable coal product is “export quality” thermal with high volatiles, low sulphur, and a high calorific value • Histor
Slide 17: Appendix 2: Excellent transportation infrastructure
Appendix 2: Excellenttransportationinfrastructure Proximal to excellent transport infrastructure to deliver product to key Asian markets • The Rolleston South is close to the electrified Blackwater Rail System which services over 14 coal mines in central Queensland • The system primarily services co
Slide 18: High-quality Infrastructure
High-quality Infrastructure Coal project success requires high-quality infrastructure access State highway transits the project site approx. 40km by sealed road to the Blackwater rail system Blackwater rail system allows access to coal loading facilities at the Port of Gladstone Image 1: Meteor Down
Slide 19: Contact
ASX:YAR Contact Anthony Italiano Melissa Tempra Managing Director Media & Investor Relations E. info@yariminerals.com.au E. melissa@nwrcommunications.com.au YariMineralsLImited YariMinerals yariminerals.com.au