Od6 Metals Ltd. · ASX:OD6
Od6 Metals — Investor Presentation (December 2025)
31 slides from Od6 Metals's investor presentation, Dec 15, 2025
Slide 1: OD6 Metals: Australian Clay-Hosted Rare Earths
For personal use only OD6 Metals Australian Clay-Hosted Rare Earths Splinter Rock Rare Earth Project Leveraging the Rising Tide for REE’s Gulf Creek Drilling Exploring Historic High-Grade Copper in Massive Sulphides 15 December 2025 | End of 2025 Investor Update ASX:OD6
Slide 2: Important Information
IMPORTANT INFORMATION For personal use only Disclaimer Forward Looking Statements This presentation has been prepared by OD6 Metals Ltd (ACN 654 839 602) (OD6) and is current as at the date Certain statements contained in this presentation, including information as to the future financial or of this
Slide 3: Investment Highlights
INVESTMENT HIGHLIGHTS Two Australian Critical Minerals Projects Presents Significant Share Price Upside For personal use only • Strong Rare Earth and Copper Demand Fundamentals • Splinter Rock Rare Earths Project 1 o 682Mt at 1,338 ppm TREO JORC Resource o Outstanding Metallurgical Results to Lower
Slide 4: Corporate Snapshot
CORPORATE SNAPSHOT High Calibre Leadership Team and Tight Capital Structure For personal use only Capital Structure ASX: OD6 Price per share 1 A$0.096 Total number of shares on issue 1 198.93M Performance rights and options 2 75.02M Market capitalisation (undiluted) 1 A$19.1M Mr Brett Mr Piers Dr Mi
Slide 5: Splinter Rock Rare Earth
For personal use only Splinter Rock Rare Earth ASX:OD6 Tenements REE Clay Basins
Slide 6: Splinter Rock REE Project Highlights
SPLINTER ROCK REE PROJECT HIGHLIGHTS A 100% Owned Australian Critical Minerals Project For personal use only • Strong Rare Earth Demand Fundamentals • 682Mt at 1,338 ppm TREO JORC Resource • ~75% Nd & Pr Overall Recovery • High-quality Mixed Rare Earth Carbonate (MREC) of ~56% TREO • High-quality Mi
Slide 7: Critical Magnet Rare Earth Elements
CRITICAL MAGNET RARE EARTH ELEMENTS Four Critical, High Value Metals, Which Captures 90% of the MREC Product Value For personal use only hydrogen helium 1 2 H He lithium beryllium boron carbon nitrogen oxygen fluorine neon 3 4 5 6 7 8 9 10 Li Be Light rare earth elements B C N O F Ne sodium magnesiu
Slide 8: Globally Significant Clay-Hosted Rare Earth Discovery
GLOBALLY SIGNIFICANT CLAY-HOSTED RARE EARTH DISCOVERY Inside Centre to be the Cornerstone Deposit at Splinter Rock For personal use only • 682Mt at 1,338 ppm TREO (at a 1,000ppm cut-off grade) for 910 kt contained TREO 1 • High-value MagREO represents an average of ~23% of TREO grade for 205 kt cont
Slide 9: MRE TREO Value and Distribution
MRE TREO VALUE AND DISTRIBUTION Nd, Pr, Dy, Tb resent ~90% of Potential contained Value For personal use only TREO REE Value TREO % Distribution Value Distribution 49.9% Nd2O3 16.9% MagREO 13.7% Pr6O11 4.8% 16.1% Dy2O3 1.1% Nd2O3 9.4% Tb4O7 0.2% Tb4O7 2.2% Gd2O3 1.5% La2O3 Pr6O11 MagREO 2.1% CeO2 44
Slide 10: Resource Growth Potential
RESOURCE GROWTH POTENTIAL Upside to Towards Billions of Tonnes – Across a Tenement Holding Area of 949 km2 For personal use only • Current resource based on drilling <10% of clay basins identified • Inside Centre has direct extensions of thick REE high-grade zones pending further Inside Centre drill
Slide 11: Inside Centre - A High Grade Stand Out
INSIDE CENTRE - A HIGH GRADE STAND OUT Indicated MRE OF 119Mt at 1,632ppm TREO (at 1,000ppm TREO cutoff grade) For personal use only Inside Centre to be the focus of future works Refer to ASX Announcement Mineral Resource Estimate Doubles OD6 METALS | AUSTRALIAN CRITICAL MINERALS 11
Slide 12: Unique Geological Formation
UNIQUE GEOLOGICAL FORMATION Why this is different to all other clay projects in WA – its not just about weathering of granites For personal use only As the ice-sheet Eocene thermal Natural acidic Booanya Granites melted the land rose, maximum groundwaters dissolve heavily enriched forming the deep i
Slide 13: Innovative Processing Steps
INNOVATIVE PROCESSING STEPS Simplified Processing Pathway to Produce High Quality Low Impurity Product For personal use only • Simple acidic heap leach • Capital intensive processing steps removed - tanks, thickening, clay washing, solid liquid separation • 84.5% Acid Recycling with Nanofiltration (
Slide 14: Outstanding Metallurgical Results
OUTSTANDING METALLURGICAL RESULTS Rare Earths Recovered with Simple Heap Leach For personal use only • Excellent overall Nd and Pr Inside Centre Deposit - Extraction by REE recovery of ~75% inclusive of 80 impurity removal 70 Total REE % Recovery • Heavy Rare Earth (Gd to Lu + Y) 60 recoveries add s
Slide 15: MREC and MREH TREO and Impurity Composition
MREC and MREH TREO AND IMPURITY COMPOSITION Nd, Pr, Dy, Tb resent ~90% of Potential contained Value For personal use only TREO Composition Impurity Composition • >55% Total Rare Earth Oxide Element MREC MREH Element MREC MREH (TREO) equivalents wt% wt% wt% wt% La2O3 13.40 8.01 Al 0.38 0.58 • High Ma
Slide 16: Prime Location for Future Development
PRIME LOCATION FOR FUTURE DEVELOPMENT Existing Australian Infrastructure a Key Differentiating Factor For personal use only ESTABLISHED READY ACCESS TO SERVICED BY EXISTING LOCAL RENEWABLE ESPERANCE TOWNSHIP ESPERANCE BULK PORT ROAD NETWORK POWER CONNECTED • Proximate to large • Esperance Port handl
Slide 17: Benchmarking Shows Potential Low Capex Project
BENCHMARKING SHOWS POTENTIAL LOW CAPEX PROJECT OD6 IXR MEI VMM VTM BCM LIN ILU ARU For personal use only Location Australia Uganda Brazil Brazil Australia Brazil Malawi Australia Australia Hard Rock Hard Rock Hard Rock Ore Type Clay Hosted Clay Hosted Clay Hosted Clay Hosted Clay Hosted Clay Hosted
Slide 18: Benchmarking Analysis by Recovered TREO
A close-up of a logo BENCHMARKING ANALYIS BY RECOVERED TREO AI-generated content may be incorrect. East Coast Research analysis highlights OD6 outperforms many of its peers For personal use only “Recovery-Adjusted TREO Grade aligns resource grade with actual extractability, offering a more realistic
Slide 19: Next Steps at Splinter Rock
NEXT STEPS AT SPLINTER ROCK Advanced Metallurgical Testwork and Studies For personal use only • ANSTO Testwork Scale Up: ❖ Heap leach Optimisation: Heap Leach duration and kinetics, Acid strength and consumption, Counter current heap configuration, Particle agglomeration methodology ❖ Impurity Remov
Slide 20: Gulf Creek Copper
For personal use only Gulf Creek Copper Historic High-Grade Copper-Zinc Mine (1896-1912) ASX:OD6
Slide 21: Gulf Creek Copper
GULF CREEK COPPER Perfectly Positioned For Project Development For personal use only • Tier 1 Location: Northern NSW, Australia • Ideally located with road access to Port of Newcastle • Situated between two renewable energy zones (REZ) • 83km from the nearest gas pipeline and rail lines GULF CREEK C
Slide 22: Early Phase Drilling Confirms High-Grade Copper
EARLY PHASE DRILLING CONFIRMS HIGH-GRADE COPPERDY Exploration Targeting Methodology Continuing to be Optimised For personal use only • Successfully 6 hole maiden drill program confirmed high-grade copper o 8m @ 1.41% Cu, 1.26% Zn, 7.08g/t Ag o 6m @ 1.32% Cu, 2.82% Zn, 9.02g/t Ag o 1m @ 4.33% Cu, 1.0
Slide 23: Gulf Creek Copper - High Grade VMS System
GULF CREEK COPPER – HIGH GRADE VMS SYSTEM Formation of a copper and zinc rich VMS System with magnetite association For personal use only Gulf Creek is a Classic VMS System Formed on the sea-floor when hydrothermal vents deposited copper rich sulphides OD6 METALS | AUSTRALIAN CRITICAL MINERALS 23
Slide 24: Gulf Creek - High-Grade Copper Confirmed
GULF CREEK – HIGH-GRADE COPPER CONFIRMED Very elevated grades (up to 4.6% Cu) within hole GC0004 For personal use only Chip Trays from Hole GC0004 showing the classic VMS stratigraphic succession from hanging wall sediments, jaspilite, disseminate to semi-massive to massive sulphides to footwall bas
Slide 25: Magnetic Susceptibility and Mineralisation
MAGNETIC SUSCEPTIBILITY AND MINERALISATION Magnetism Correlates with Copper in GCC004 For personal use only Mineralised zone – Footwall basalts Hanging wall Footwall Bobs Creek formation strongly magnetic moderately exhalative jaspilite sediments – low Non-Magnetic sediments either side of the 30 No
Slide 26: VMS Systems Known for Repeat Structures
VMS SYSTEMS KNOWN FOR REPEAT STRUCTURES Multiple Extensional and Repeat Magnetic Targets Indicated by 3D Inversion Modelling1 For personal use only • Geophysical modelling has identified multiple, high priority and untested targets 1 • 4 priority holes recently drilled at Big Bend, NorthWest, West L
Slide 27: Scale Potential
SCALE POTENTIAL >10km Target Horizon including Historic Murchison Mine For personal use only Refer ASX Announcement New Potential VMS Copper Targets at Gulf Creek OD6 METALS | AUSTRALIAN CRITICAL MINERALS 27
Slide 28: Gulf Creek Copper Project Highlights & Next Steps
GULF CREEK COPPER PROJECT HIGHLIGHTS & NEXT STEPS A 100% Owned Australian Critical Minerals Project For personal use only • Record copper prices supported by strong market fundamentals • Copper up to 4.6% Confirmed in Phase 1 Drilling • High Grade Production History (Up to 12% Cu) • Multiple High Pr
Slide 29: Contact
CONTACT CONTACTUS For personal use only US REGISTERED OFFICE LUCAS ROBINSON c/o LCP Group Investor Relations Level 1, 1 Alvan Street lucas@corporatestorytime.com Subiaco WA 6008 +61 408 228 889 Phone: +61 8 6189 8515 Email: info@od6metals.com.au SHARE REGISTRY Computershare Investor Services Level 1
Slide 30: Splinter Rock Mineral Resource Estimate
SPLINTER ROCK MINERAL RESOURCE ESTIMATE At 1,000ppm Cut Off Grade For personal use only Tonnes TREO Pr6O11 Nd2O3 Tb4O7 Dy2O3 MagREO MagREO Prospect Category (Mt) (ppm) (ppm) (ppm) (ppm) (ppm) (ppm) (% of TREO) Inside Centre Indicated 119 1,632 79 271 2 12 366 22.4% Centre Inferred 276 1,342 65 228 3
Slide 31: Splinter Rock Mineral Resource Estimate
SPLINTER ROCK MINERAL RESOURCE ESTIMATE Focused on quality over quantity of resource For personal use only Cut-off grade Tonnes TREO Contained TREO MagREO MagREO Contained MagREO (ppm TREO) (Mt) (ppm) (k tonne) (ppm) (% of TREO) (k tonnes) 400 2,226 884 1,968 201 22.7% 447 A QUALITY MRE 600 1,654 10