Linq Minerals Limited · ASX:LNQ
Linq Minerals — Investor Presentation (June 2025)
32 slides from Linq Minerals's investor presentation, Jun 27, 2025
Slide 1: Gilmore Gold Copper Project
GILMORE For personal use only GOLD COPPER PROJECT JUNE 2025 ASX: LNQ www.linqminerals.com
Slide 2: Important Notice
IMPORTANT NOTICE Nature of Document: This presentation has been prepared and issued by LinQ Minerals Limited (ACN 665 642 820) (LinQ or the Company) to provide general information about the Company. The information in this document is in summary form and contains only a synopsis of more detailed inf
Slide 3: Investment Proposition – A Rare Opportunity
INVESTMENT PROPOSITION – A RARE OPPORTUNITY Strategic Asset Growth Value Tier 1 Location 100% owned Au Cu Project (NSW) Substantial mineralisation drilled outside ~A$15 EV/oz3 Macquarie Arc (NSW) For personal use only Not publicly visible for ~40 yrs of current resources (Brownfields Gold Project on
Slide 4: Company Overview
COMPANY OVERVIEW • Successful $10m raise via a heavily oversubscribed IPO Corporate Structure • Tight capital structure with Board and management ownership of >60% Shares on Issue 175.8m Unlisted Options1 18.2m • +16,000m drill program is planned immediately post-listing targeting high- priority pro
Slide 5: Experienced Leadership Team
EXPERIENCED LEADERSHIP TEAM BOARD OF DIRECTORS AND EXECUTIVE MANAGEMENT Clive Donner - Executive Chair Scott Munro - Chief Geologist • 40+ years experience in both Private Equity and mining project finance, financed 50+ mines throughout career. • Experienced geologist with substantial experience in
Slide 6: Macquarie Arc Location and Regional Endowment
MACQUARIE ARC LOCATION AND REGIONAL ENDOWMENT Why New South Wales? • >160Moz AuEq inventory in region • Hotspot for M&A and Exploration: For personal use only >$16bn in M&A for producing assets1 >$385m in exploration earn-in / JV’s2 Two >10Moz AuEq Discoveries2 • Infrastructure availability and l
Slide 7: Hotspot for Exploration
HOTSPOT FOR EXPLORATION1 • Waratah buys Cargo/Spur project: 5-6x re-rating on drilling • Evolution’s discoveries and resource growth at Cowal • Alkane Boda/Kaiser discovery resources & scoping study • AGC’s new Achilles discovery • AngloGold Ashanti earn-in deal with Inflection Resources • AngloGold
Slide 8: Gilmore Project Overview
GILMORE PROJECT OVERVIEW Ownership • Tenements 100% owned 279Mt @ 0.34% CuEq 0.25% Cu, 0.12g/t Au, 35 ppm Mo • ~597km2 tenement package Tenure & Access • Key land access agreements in place • Project situated on freehold land (no native title claims) 1 • Gilmore South: ~55Mt for ~1.2Moz Au and ~120K
Slide 9: Selected Drill Intercepts
SELECTED DRILL INTERCEPTS Southern Zone Central Zone Gidginbung (3.3km strike) • 40m @ 2.8g/t Au from 80m Monza • 101m @ 2.1g/t Au from 90m • 150m @ 1.02%Cu, 0.75g/t Au from 65m • 77m @ 1.7g/t Au from 95m • Incl. 12.7m @ 8.9% Cu, 6.15g/t Au from 127m • 76m @ 1.64g/t Au; • 64m @ 0.9%CuEq, 41ppmMo fro
Slide 10: Priority Focus – Drill!
PRIORITY FOCUS – DRILL ! Post IPO – Initial Planned Activities by Quarter 279Mt @ 0.34% CuEq 0.25% Cu, 0.12g/t Au, 35 ppm Mo Indicative Timetable1 Q2 CY25 Q3 CY25 Q4 CY25 Q1 CY26 Q2 CY26 Completion of Offer For personal use only Admission to ASX 41Mt @ 0.50% CuEq Rig mobilisation 0.29% Cu, 0.25g/t A
Slide 11: Mandamah – Follow Up High Grade Copper/Gold
MANDAMAH – FOLLOW UP HIGH GRADE COPPER/GOLD Current drilling only to 350m depth Surface CuEq*thickness Base of cover Base of weathering For personal use only 134m @ 0.8% CuEq 150m @ 0.8% CuEq 63m @ 0.5% CuEq 40m @ 2.4% CuEq 76m @ 1.1% CuEq 41m @ 0.5% CuEq 105m @ 0.9% CuEq OPEN (long section view to
Slide 12: Donnington – New Discovery
DONNINGTON – NEW DISCOVERY (long section view to the west) Commentary • Gold rich porphyry system. • TMMRD046 - 125m @ 0.6%CuEq (Inc 44m @ 1.2%CuEq) • TMMRD011 - 77m @1% CuEq • Drilling to date intersected volcanic hosted sheeted quartz- magnetite-porphyry veins. For personal use only • Currently de
Slide 13: Monza – Gilmore's Ridgeway?
MONZA – GILMORE'S RIDGEWAY? • High grade porphyry related copper-gold mineralisation Monza hole TMZD001 127-140m • 150m @ 1.02%Cu, 0.75g/t Au High-grade copper gold breccia core • Including 12.7m @ 8.9% Cu, 6.15g/t Au • Open along strike north and south and at depth TMDD043 59m @ 0.6%CuEq, 49ppmMo •
Slide 14: Gilmore South – Large Growth Opportunity
GILMORE SOUTH – LARGE GROWTH OPPORTUNITY >6km strike – limited drilling to date Commentary Fields (epithermal) • Gidginbung/Dam part of much larger system. • 25m @ 8.90g/t Au & 0.16%Cu • Significant potential for additional porphyry and epithermal resources/ • 16m @ 1.96 g/t Au & 0.07% Cu • 3 m @ 5.
Slide 15: Project Geology
PROJECT GEOLOGY • The Gilmore tenements are prospective for the entire range of economic deposits found in the Macquarie Arc, including intrusive Cu/Au (+/- Mo) all the way through to high and low sulphidation epithermal deposits over a 40km strike. • Current Resources are only estimated to a maximu
Slide 16: Gilmore Exploration Pipeline
GILMORE EXPLORATION PIPELINE Blue = Yiddah Alteration Zone Green = Mandamah Alteration Zone LNQ EL’s Red = Rosevale Alteration Zone For personal use only Epithermal related Au Cu/Au/Mo porphyry Gidginbung Dam, Estoril, Cullingeri, Mandamah, Yiddah Resources - 6 Monza, Donnington Advanced prospects -
Slide 17: Gilmore South Brownfield Gold Project
For personal use only GILMORE SOUTH BROWNFIELD GOLD PROJECT Core Yard – West Wyalong LINQ MINERALS LIMITED 17
Slide 18: Gilmore South Brownfield Gold Project
GILMORE SOUTH BROWNFIELD GOLD PROJECT • Last in production in 1996 when the gold price was ~A $460/oz Gilmore South • Gidginbung historical oxide production ~0.54Moz Au large sulphide resource remains • Gilmore South JORC MRE ~55Mt for ~1.2Moz Au and ~120Kt Cu1 For personal use only Gidginbung: ~
Slide 19: Gidginbung & The Dam – Plan View
GIDGINBUNG & THE DAM – PLAN VIEW Potential underlying JORC Resource Gidginbung porphyry ~55Mt - ~1.2Moz Au & ~120Kt Cu1 Cu/Au Gidginbung: 21Mt at 1.00g/t Au, 0.07% Cu Gidginbung North porphyry Intersections vectoring at depth Dam: 34Mt at 0.7% CuEq (0.44g/t Au, 0.32% Cu) Gidginbung Drill Holes F
Slide 20: Gidginbung Long Section – View to West
GIDGINBUNG LONG SECTION – VIEW TO WEST Ore body at surface – gold intersections open at depth 1km 1.3km 1km For personal use only Gidginbung South Along strike Gidginbung epithermal Gidginbung North porphyry mineralisation Intersections vectoring at depth System open at depth – limited by depth of d
Slide 21: Dam Long Section – View to West
DAM LONG SECTION – VIEW TO WEST Ore starts near surface 1.2km For personal use only 300m Along strike Dam mineralisation Downdip Dam mineralisation outside resource Open. Open down dip. DAM (Cut Off) Green = 0.2CuEq, 77Mt @ 0.5%CuEq Red/brown = 0.4CuEq, 34Mt @ 0.7%CuEq LINQ MINERALS LIMITED 21
Slide 22: Gilmore South JORC MRE
GILMORE SOUTH Gidginbung and the Dam JORC MRE – ~1.2Moz Au & ~120Kt Cu1 Commentary • Gidginbung is an epithermal Au system juxtaposed alongside deeper level Dam porphyry Cu-Au system. • Planned extensional drilling for both deposits to identify extensions and high-grade cores. For personal use only
Slide 23: Gilmore Project – Summary
GILMORE PROJECT – SUMMARY Project has not been publicly visible for ~40 years and tenement ownership has previously been fragmented Drill targets & prospects +16,000m drill program planned Value proposition ~A$15 EV/Oz Au For personal use only 1 Gidginbung Brownfields Gold Project last in pr
Slide 24: Contact Us
For personal use only Contact Us Clive Donner – Executive Chair E: info@linqminerals.com Jane Morgan – Investor & Media Relations E: jm@janemorganmanagement.com.au M: +61 405 555 618 Principal Place of Business LinQ House Level 1, 17 Ord Street West Perth WA 6005 Australia www.linqminerals.com
Slide 25: Appendix
For personal use only APPENDIX LINQ MINERALS LIMITED 25
Slide 26: Gilmore Project - Value Proposition
GILMORE PROJECT - VALUE PROPOSITION Shallow depth of current resources – growth potential Location of major projects and players • Gilmore South resources are shallow and only reported to approximately 300m depth, which compares more favourably against its peers in the region: • Regional Producers1:
Slide 27: Gilmore South JORC MRE
GILMORE SOUTH JORC MRE Table 1 Mineral Resources for Gilmore South (Gidginbung & Dam) – Global grade cut off Competent Persons Statement – Mineral Resources INDICATED INFERRED TOTAL METAL The information in this report that relates to Exploration Results and Mineral DEPOSIT Cut-off Cu Cu Cu Cu Resou
Slide 28: Gilmore Project Global JORC MRE
GILMORE PROJECT GLOBAL JORC MRE Global Resource: 516Mt containing ~3.7Moz Au and ~1.2Mt Cu Table 1 Total Mineral Resources for the Gilmore Project INDICATED INFERRED TOTAL METAL Competent Persons Statement – Mineral Resources DEPOSIT Cut-off tonnes Cu Cu Cu Cu The information in this report that rel
Slide 29: Gilmore Project JORC MRE – Multiple Cut Offs
GILMORE PROJECT JORC MRE – MULTIPLE CUT OFFS INDICATED INFERRED TOTAL METAL DEPOSIT Cut-off Cu equiv tonnes (Mt) Cu equiv % Cu % Au g/t Mo g/t tonnes (Mt) Cu equiv % Cu % Au g/t Mo g/t tonnes (Mt) Cu equiv % Cu % Au g/t Mo g/t Cu (Kt) Au (Koz) Mo (t) (Kt) Oxide Resources reported to a gold g/t cut-o
Slide 30: Estoril and Culingerai Resources
ESTORIL AND CULINGERAI RESOURCES Estoril CULINGERAI • 33Mt @ 0.4% CuEq, reported to 300m depth. • 43Mt @ 0.4% CuEq, reported to 350m depth. • Drilled on 100-200m sections over 500m strike. • Current resource shell suggests a gentle to moderate north plunge. • Shallow ore grade open along strike nort
Slide 31: Yiddah - Opportunity for Resource Extension
YIDDAH - OPPORTUNITY FOR RESOURCE EXTENSION Gilmore North Growth Target Yiddah higher grade core – drilled at 200-300m section spacing • 279Mt @ 0.3% CuEq, drill spacing 200-300m. • The Yiddah Alteration Zone porphyry system is a very large system (>2km strike) that has undergone significant structu
Slide 32: Grade Tonnage Curves & Pit Optimisations
GRADE TONNAGE CURVES & PIT OPTIMISATIONS Gidginbung Grade Tonnage Dam Grade Tonnage 50.0Mt 1.1g/t 1.2g/t 90.0Mt 0.9% 45.0Mt 1.0g/t 80.0Mt 0.8% 0.8% 1.0g/t 0.7% 40.0Mt 43.1Mt 0.9g/t 70.0Mt 76.9Mt 0.7% 35.0Mt 0.6% 0.7g/t 0.8g/t 60.0Mt 0.6% Tonnes (Mt) Tonnes (Mt) 30.0Mt CuEq % 50.0Mt 0.5% 0.5% Au g/t