Lightning Minerals Limited · ASX:L1M
Lightning Minerals — Investor Presentation (September 2025)
34 slides from Lightning Minerals's investor presentation, Sep 2, 2025
Slide 1: Acquisition of Advanced Gold and Copper Opportunities in Australia
For personal use only Au Gold Li Cu Lithium Copper ACQUISITION OF ADVANCED GOLD AND COPPER OPPORTUNITIES IN AUSTRALIA GOLD AND COPPER TODAY. LITHIUM TOMORROW ASX:L1M ASX : L1M www.lightningminerals.com.au
Slide 2: Important Notice and Legal Disclaimer
Important Notice and Legal Disclaimer This presentation has been prepared by Lightning Minerals Ltd ACN 656 005 122 (‘Company’) to provide readers No representation or warranty, express or implied, is given as to the fairness, accuracy, completeness, correctness, with background information only to
Slide 3: Investment Rationale – Acquisition of Lotus Minerals
Gold and Copper – QLD and NSW - Australia Investment Rationale – Acquisition of Lotus Minerals PORTFOLIO SYNERGY, NOT DIVERSION – BROWNFIELD PROJECT ACQUISITION WITH NEAR-TERM DRILLING27 PORTFOLIO SYNERGY For personal use only Natural hedge against lithium price cycles Energy-transition relevance: E
Slide 4: Multi-Commodity Strategy: Gold & Copper with a Lithium Advantage
Multi-Commodity Strategy: Gold & Copper with a Gold and Copper – QLD and NSW - Australia Lithium Advantage CRITICAL-MINERALS DELIVERING PRECIOUS-METALS EXPOSURE AND A NATURAL HEDGE FOR INVESTORS For personal use only ASSETS ACQUIRED STRUCTURE Q3 25 Q4 25 QLD Gold and Copper Projects: 4 granted Agree
Slide 5: Capital Structure and Team
Capital Structure and Team For personal use only $0.038 $7.32M $1.45M 188M 72M 46M Share Price Market Cap* Cash Shares on Issue* Options* Performance Rights (29 August 25) (29 August 2025) (29 August 2025) *Post completion and issue of transaction related shares Alex Biggs Craig Sharpe Jamie Day MAN
Slide 6: Advanced Gold and Copper Projects in Australia
Advanced Gold and Copper Projects in Australia Gold and Copper – QLD and NSW - Australia STRATEGIC GROWTH AND DIVERSIFICATION IN GOLD AND CRITICAL MINERALS THROUGH ACQUISITION OF LOTUS MINERALS For personal use only Near Term Drilling and News Flow: Results across multiple project areas demonstrate
Slide 7: Acquisition of Lotus Minerals
Acquisition of Lotus Minerals Gold and Copper – QLD and NSW - Australia DRILL READY TARGETS AND SIGNIFICANT DISCOVERY POTENTIAL IN QUEENSLAND AND NEW SOUTH WALES For personal use only QUEENSLAND Two projects (Mt Turner and Warby Scardon) in the highly prospective Georgetown Inlier in the North Queen
Slide 8: Mount Turner Gold Project
Gold and Copper – QLD and NSW - Australia Mount Turner Gold Project CLEAR GOLD TARGETS WITH HISTORICAL INTERCEPTS ALONG 14KM TREND For personal use only Located in the western portion of the Georgetown Inlier, within the Etheridge Goldfield Five historical shallow oxide pits mined during the 1990’s
Slide 9: Mount Turner Gold Project
Gold and Copper – QLD and NSW - Australia Mount Turner Gold Project DRILL READY TARGETS WITH PREVIOUS INTERSECTIONS UNDER HISTORIC OPEN PITS For personal use only Drill plan – initial 1,000m following project acquisition targeting beneath existing pits Substantial historic exploration drilling data
Slide 10: Mount Turner Gold Project
Mount Turner Gold Project Gold and Copper – QLD and NSW - Australia MULTIPLE DRILL-READY TARGETS ALONG STRIKE AND BENEATH HISTORIC PITS Short-term exploration will focus on delineating plunging, breccia-hosted gold shoots along the Drummer Fault, with additional potential for hypogene For personal u
Slide 11: Mount Turner Gold Project
Gold and Copper – QLD and NSW - Australia Mount Turner Gold Project HISTORIC PITS UP TO 4.5KM APART ALONG 14KM DRUMMER FAULT For personal use only 11 Note: Historical drill results shown are not considered to meet JORC 2012 standard, 3a Essex Minerals (TSX-V:ESX) TSXV Announcement - Essex Reports Nu
Slide 12: Mount Turner Cu-Au-Mo Project
Gold and Copper – QLD and NSW - Australia Mount Turner Cu-Au-Mo Project GEOPHYSICS HAS IDENTIFIED SIGNIFICANT COPPER, GOLD AND MOLYBDENUM PORPHYRY POTENTIAL For personal use only Porphyritic intrusive at Mt Turner Project has potential for Porphyry related Cu-Au-Mo system covering 16km2 Induced Pola
Slide 13: Lachlan Fold Belt – Large Scale Copper Porphyry Potential
Lachlan Fold Belt – Large Scale Copper Porphyry Potential Gold and Copper – QLD and NSW - Australia Near to Cadia Valley and Northparkes SIGNIFICANT COPPER-GOLD INTERSECTIONS UP TO 48M @ 0.35% CU AND 0.31G/T AU2 INDICATES SCALE POTENTIAL For personal use only Three Projects in the prolific Lachlan F
Slide 14: Lachlan Fold Belt – Boree Creek
Gold and Copper – QLD and NSW - Australia Lachlan Fold Belt – Boree Creek SIGNIFICANT COPPER-GOLD INTERSECTIONS DEMONSTRATE PORPHYRY SCALE POTENTIAL For personal use only Four shallow drill holes by CRA Exploration Rio Tinto Joint Venture demonstrate potential scale 48m @ 0.35% Cu and 0.31g/t Au (RC
Slide 15: Warby Scardon Project
Warby Scardon Project Gold and Copper – QLD and NSW - Australia MULTIPLE ADDITIONAL HIGH PRIORITY GOLD, COPPER AND BASE METAL TARGETS For personal use only The Warby-Scardon gold project includes two tenements with multi commodity potential The projects are prospective for gold, silver and base meta
Slide 16: Lachlan Fold Belt – Corryong Project, Victoria
Gold and Copper – QLD and NSW - Australia Lachlan Fold Belt – Corryong Project , Victoria SIGNIFICANT COPPER AND GOLD POTENTIAL IN AN UNDER EXPLORED REGION For personal use only Location: The Corryong Project is a granted exploration lease located in the Lachlan Fold Belt on the Victorian side of th
Slide 17: Minas Gerais - Brazil: A Lithium Powerhouse
Minas Gerais - Brazil Minas Gerais, Brazil A LITHIUM POWERHOUSE For personal use only World’s fifth largest Lithium exporter in 2023 and growing with Lithium Valley being one of the world’s premier Lithium regions Minas Gerais government supporting investment and development through Invest Minas wit
Slide 18: We Still Believe in the Longevity of the Lithium Thematic
Minas Gerais - Brazil We Still Believe in the Longevity of the Lithium Thematic. And Brazil For personal use only TAKING A LONGER-TERM OUTLOOK ON LITHIUM Policy Driven Change Mass Adoption A substantial rise in critical minerals is needed to swiftly By 2035, more than half of new passenger vehicles
Slide 19: Brazil: An Emerging Superpower
Minas Gerais - Brazil Brazil: An Emerging Superpower Low-cost jurisdiction with a skilled workforce and a supportive government encouraging investment For personal use only Strong infrastructure and economic stability. EU- Mercosur trade agreement signed in December 2024. $1.92 trillion (2022) → $2.
Slide 20: Esperança, Caraíbas and Canabrava Projects
Minas Gerais - Brazil Esperança, Caraíbas and Canabrava Projects MULTIPLE EMERGING DRILL TARGETS For personal use only Location 4,400 Ha in the prolific Eastern Brazilian Pegmatite Province “Lithium Valley” of Minas Gerais 20km south of Pilbara Minerals’ (ASX: PLS) Colina project (70.9Mt @ 1.25% Li2
Slide 21: Moving Quickly in the Lithium Valley
Minas Gerais - Brazil Esperança, Caraíbas and Canabrava Projects MOVING QUICKLY IN THE LITHIUM VALLEY For personal use only Completion of acquisition of Bengal Mining and A$1.5M JUNE 2024 capital raise at A$0.07 Start of soil sampling and ground reconnaissance works at JULY 2024 Caraíbas and Canabra
Slide 22: Esperança, Caraíbas and Canabrava Targets
Esperança, Caraíbas and Canabrava Targets MULTIPLE HIGH PRIORITY DRILL TARGETS – TARGET GENERATION CONTINUES For personal use only Esperança Project Caraíbas Project Canabrava Project Up to 2,000m drill program begun February 2025 Up to 1,500m planned (Initial targeting) Meters TBC (Planning underwa
Slide 23: Timeline of Work
Timeline of Work use only Q3 25 Q4 25 Q1 26 Q2 26 Mt Turner gold project target generation Mt Turner gold project drilling Mt Turner gold project drilling Mt Turner gold project drilling Lachlan Fold Belt drilling Mt Turner gold project target generation QLD & Mt Turner gold project target generatio
Slide 24: Invest in Lightning
Invest in Lightning WORLD-CLASS ASSETS Strong Asset Base Driving Growth Proven regions in Australia, Brazil and Canada, near key projects and For personal use only discoveries offering stability and optionality PORTFOLIO SYNERGY We want to stay honest to our vision – we’re not chasing just what’s ho
Slide 25: For more information contact
For personal use only Au Li Gold Lithium Cu Copper For more information contact Alex Biggs Managing Director alex@lightningminerals.com.au ASX:L1M www.lightningminerals.com.au Authorised by the Board of Directors for Release ASX : L1M
Slide 26: Other Projects
Other Projects For personal use only ASX : L1M
Slide 27: Western Australia - The World's Number One Lithium Producer
Western Australia - Australia Western Australia THE WORLD’S NUMBER ONE LITHIUM PRODUCER For personal use only Represented 47% of the world’s Lithium supply in 2023 Team experienced in Lithium exploration within Australia Well-developed Lithium expertise, infrastructure and project development skills
Slide 28: Dundas Projects
Western Australia - Australia Dundas Projects Two Project Areas For personal use only Located in the emerging Lithium super province in Western Australia, close to major Resource projects and infrastructure Location Northern tenements 30km east of Bald Hill (58Mt at 0.94% Li2O). Southern tenements s
Slide 29: Quebec, Canada - A Battery Minerals Hub
Quebec - Canada Quebec, Canada A BATTERY MINERALS HUB For personal use only Over 300Mt+ Lithium Resources at high Li2O grades recently defined Team experienced in Canadian exploration, discovery and project growth Strategic location as a North American battery minerals hub ASX : L1M 29
Slide 30: Dalmas and Hiver Projects
Quebec - Canada Dalmas and Hiver Projects For personal use only Size 69km2 Location 150km east of Patriot Battery Minerals' Corvette Lithium project (ASX:PMT and 45km east of Winsome Resources' Adina Lithium project (ASX: WR1) Plans Phase 1 reconnaissance works complete in November 2023 Targets – br
Slide 31: Appendices
For personal use only ASX : L1M Appendices
Slide 32: Disclaimer - Reporting of Historical Drilling
Gold and Copper – QLD and NSW - Australia Disclaimer - Reporting of Historical Drilling REPORTING OF HISTORICAL DRILLING Reporting of Non JORC Historical Drilling Results For personal use only 1a Historical exploration drilling results contained within this document are not in accordance with the JO
Slide 33: Appendix – Non-Core Assets
Western Australia - Australia Appendix 1 – Non-Core Assets For personal use only • Tenement centred 30km east-southeast of Leonora • Jindalee/Newmont JV drilling in 2003 Mailman Hill 120km2 Au • Drilling and sampling up to 2015 provided anomalous results Gold • Directly south of Cavalier Resources'
Slide 34: Appendix – Relevant Announcements
Appendix 2 – Relevant Announcements For personal use only 1ASX announcement 09 February 2023 - Geophysical Interpretation Identifies 28 Target Areas 14ASX announcement 24 January 2024 – Drilling begins on high priority Lithium targets at Dundas 2ASX announcement 23 March 2023 - Lithium Soil Anomaly
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