Devex Resources Ltd · ASX:DEV
Devex Resources — Investor Presentation (October 2026)
22 slides from Devex Resources's investor presentation, October 2026
Slide 1: A New Force in Uranium
A New Force in Uranium Investor Presentation ASX: DEV October 2026
Slide 2: Important Information
Important Information Forward Looking Statements • “New high-priority uranium drill target identifies north of the Nabarlek Mine, NT” released on 1 December 2025; This Presentation contains forward-looking statements which are identified by words such as ’will’, ‘may’, ‘could’, • “Multiple large-sca
Slide 3: Corporate Overview
Corporate Overview Capital Structure Board and Executive Shares 710.3M1 Non-Executive Chairman Tim Goyder Options and Performance Managing Director Marnie Finlayson Rights 40.7M1 Non-Executive Director Matthew Yates Market Cap ~$120.8M (at $0.172) Technical Director Brendan Bradley Cash $27.2M3 Gene
Slide 4: Chairman Track Record: Right Team and Capital
Chairman Track Record: Right Team and Capital DevEx Chairman Tim Goyder has founded and backed a succession of ASX-listed explorers that have, through the right combination of people and capital, grown from small-caps into major developers and producers ASX: LTR ASX: MI6 ASX: CHN ~ $2.5B ~ $2.1B ~ $
Slide 5: From Optional to Strategic - The Market Has Changed
From Optional to Strategic - The Market Has Changed 400% “AI, data centres and a more volatile geopolitical environment are uranium price spike after driving demand for nuclear to the top of the agenda” the last major supply shock — World Economic Forum, April 2026 (1970’s energy shock) Energy Crisi
Slide 6: Three Pillars for Growth
Three Pillars for Growth Our vision is to be a New Force in Uranium; to build a high-quality uranium house with an aspirational long- term vision to produce over 10Mlbs of U3O8 per year across multiple assets. Strategy Find, build and operate within Acquire and develop Be the Partner of Choice a wor
Slide 7: Pillar 1: DevEx's Northern Territory tenements
Pillar 1: DevEx’s Northern Territory tenements Find, build and operate within a world-class mining region
Slide 8: Giant high-grade unconformity-type uranium deposits
Giant high-grade unconformity-type uranium deposits: Found in only two regions of the world Exploration Strategy: Replicate the success of the Athabasca Basin and leverage DevEx’s dominant land position DevEx’s uranium ground is underexplored and ripe for discovery opportunities by comparison to the
Slide 9: Unconformity-Type Uranium Deposits: Targeting the Next Giant
Unconformity-Type Uranium Deposits: Targeting the Next Giant McArthur Basin, Northern Territory Athabasca Basin, Canada 9 Source: Public information. Mineralisation outlines may vary between deposits Source: Public Information and NexGen Energy Ltd Corporate Presentation November 2025
Slide 10: Australian Unconformity Uranium Deposits
Australian Unconformity Uranium Deposits: Standing Apart on Grade & Scale Uranium Deposits of Australia 1,000,000 Tonnage (‘000 t) 100,000 Yeelirrie 10,000 1,000 0.1 1.0 10.0 Alligator Rivers Uranium Province Exploration Model - displaying Grade (U3O8%) typical alteration associated with uranium min
Slide 11: Consolidation within a world-class uranium mining province
NABARLEK PROJECT: NORTH-WEST MCARTHUR BASIN Consolidation within a world-class uranium mining province Expanded Nabarlek Project Located in the Northern Territory where there is no prohibition on uranium mining. Recent acquisitions have consolidated a basin scale opportunity in region with known end
Slide 12: Progress to date
STRATEGIC ADVANCEMENT OF DEVEX’S TARGET-RICH NT PIPELINE Progress to date Field Application Progress Access Target Definition 2026 Drilling Confirmation to Drill Harrier QF Region Caramal Caramal Sandfire Dan A Skytrain Hawker Two Rocks Orion Orion KP East East Dan B Mustang Mirage U40 Spitfire Murp
Slide 13: KP – initial results reveal signatures analogous to Nabarlek
KP – initial results reveal signatures analogous to Nabarlek Drilling passed through approximately 100 metres of sandstone cover into strongly altered chlorite-haematite basement rocks, which are also seen at the Nabarlek deposit. Diamond hole DD4 intersected intense alteration at the unconformity,
Slide 14: Mineralisation intercepts at Nabarlek North
Mineralisation intercepts at Nabarlek North and potential fault projection to the N-W RC drilling testing the Nabarlek Fault Corridor north-west of the historical Nabarlek Mine intersected uranium mineralisation within a broad haematite zone at the level of the unconformity: 1.7m @ 1,116ppm uranium
Slide 15: Drill targeting activities and permitting continue at Caramal
TARGETING UPDATE Drill targeting activities and permitting continue at Caramal Relogging of historical drill holes at Caramal identifies a lower breccia poorly explored 15 by drilling along strong
Slide 16: Advancement of priority uranium targets
Advancement of priority uranium targets associated with Fault Corridors continues (Northern Nabarlek Tenements) Target Rich Environment along Fault Corridors Multiple targets recognised in DevEx’s merged radiometric and magnetic datasets warranting field activities including: – Mapping and surface s
Slide 17: Pillar 2: Disciplined M&A
Pillar 2: Disciplined M&A DevEx differentiators – Access to capital markets. – Proven track record in stakeholder engagement. – Targets where team skills, networks and experience create superior returns. Investment criteria - Advanced projects in uranium. - Tier 1 jurisdictions with preference for A
Slide 18: Pillar 3: Genuine relationships with local communities and government
Pillar 3: Genuine relationships with local communities and government Environment Community Government Demonstrated environmental Working with Traditional Strong relationships with key management through the Owners, fostering reconnection stakeholder groups, ensuring ongoing rehabilitation of with
Slide 19: Upcoming catalysts
Upcoming catalysts Growth Through Exploration Analysis of RC and Diamond drilling has commenced and further drill activities for second pass drill program being planned Additional insights coming from the detailed Hyperspectral Survey and other surveys centred on priority Fault Corridors. Progress o
Slide 20: Conclusion
Conclusion ASX-listed, laser focused on uranium, positioned to leverage the U3O8 upcycle with a growing global supply shortfall. Value-driven Board and Executive team. Three pillar strategy to create value: – Growth through discovery: Basin scale opportunity; region with proven endowment of high-gra
Slide 21: References
References . From Optional to Strategic – The Market Has Changed – Slide 5: 1. World Nuclear Association, September 2025. The Nuclear Fuel Report: Global Scenarios for Demand and Supply Availability 2025–2040. 2. International Energy Agency, April 2025. Energy and AI, World Energy Outlook Special Re
Slide 22: Scan the QR code to view or share a digital version of this presentation
Scan the QR code Contact Us Investor Relations to view or share a digital version Level 3, 1292 Hay Street John Gardner of this presentation West Perth WA, 6005, Australia VECTOR Advisors +61 8 6186 9490 +61 413 355 997 info@devexresources.com.au jgardner@vectoradvisors.au info@devexresources.com.au
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