Mclaren Minerals Limited · ASX:MML
Mclaren Minerals — Investor Presentation (April 2026)
20 slides from Mclaren Minerals's investor presentation, April 2026
Slide 1: McLaren Minerals (ASX:MML) Seeking Scale
McLaren Minerals (ASX:MML) Seeking Scale April 2026 – Investor Update
Slide 2: Disclaimer & Important Notices
Disclaimer & Important Notices DISCLAIMER Presentation are based on assumptions and contingencies which are subject to change without notice, as are statements about market and industry trends which are based on interpretations of current market conditions. Forward looking statements including proje
Slide 3: McLaren Minerals Limited – Investment Highlights
McLaren Minerals Limited – Investment Highlights DIVERSIFIED MINERAL SANDS TWO HIGH-QUALITY PROJECTS, MULTIPLE EXPOSURE (TIO₂ + ZIRCON) CATALYSTS Two commodities with complementary McLaren (PFS complete) + Barossa (high- demand profiles → reduced single- grade zircon with REE emerging) → asset and c
Slide 4: Corporate Snapshot
Corporate Snapshot Capitalisation Summary1 Board & Management ASX Ticker MML SIMON FINNIS MICHAEL ARNETT Managing Director Chairman Share Price A$/sh 0.019 Joined August 2024 Joined March 2025 Shares on Issue #m 402.3 Simon is a mining Michael has 20+ years of expertise in professional with 35+ year
Slide 5: Offer Overview
Offer Overview • McLaren Minerals Limited (“McLaren” or the “Company”) is seeking to undertake an underwritten share purchase plan to issue approximately 93.75 million new fully paid ordinary shares in the Company (“New Shares”) to raise approximately $1.5 million (“Share Purchase Plan”, "SPP" or th
Slide 6: Indicative Timetable, Sources & Uses of Funds
Indicative Timetable, Sources & Uses of Funds Sources of Funds (A$m) Event Date Offer Proceeds 1.65 Record Date for SPP Wednesday, 15 April 2026 Cash Balance (31 March 2026) 2.42 Announcement of SPP / Resumes Trading Thursday, 16 April 2026 Total 4.07 SPP Offer Opening Date Friday, 17 April 2026 SPP
Slide 7: McLaren Project: Western Australian Location & Infrastructure
McLaren Project: Western Australian Location & Infrastructure 01. Tier-One Location (Western Australia) 150km east of Norseman, 42km west of Balladonia Crown land, mining-friendly jurisdiction Established approvals pathway 02. Infrastructure & Export Logistics Ready 2km from Eyre Highway → direct ac
Slide 8: McLaren Titanium Project: Progress since Acquisition
McLaren Titanium Project: Progress since Acquisition Strong team, accelerated execution – major technical milestones delivered in <12 months PFS Delivered Confirms a long-life, globally competitive Titanium project. Low technical risk development pathway. Resource Growth – Globally Significant: Tota
Slide 9: McLaren Titanium Project - PFS Snapshot
McLaren Titanium Project - PFS Snapshot Base Case PFS – Conservative Start Point: > 60% Resource upside Remains Scale supports Conventional processing low unit operating costs Ore mined 186 Mt @ 5.85% HM enables reliable, scalable operation Processing rate 11.8 Mtpa Ilmenite production ~407 ktpa (av
Slide 10: McLaren Titanium Project - PFS Snapshot
McLaren Titanium Project - PFS Snapshot Base Case PFS – Conservative Start Point: > 60% Resource upside Remains Strong economics under conservative pricing assumptions NPV₈ (pre-tax) A$252m IRR 26% 3.7-year payback drives early cash generation and lowers Payback 3.7 years funding risk Mine life 15.9
Slide 11: Traditional Flowsheet – Modest Capital and Operating Costs
Traditional Flowsheet – Modest Capital and Operating Costs Delivering Sustainable (bulletproof) operating margins 11
Slide 12: McLaren Titanium Project: Upside
McLaren Titanium Project: Upside Mine Life/Throughput Opportunities Only 185Mt of 529Mt mine plan – circa 35% of total resource. Variants to development scenario are being modelled Finalisation of BFS parameters to follow Resource Growth Open to the north-east and south-west Eastern Shoreline Target
Slide 13: McLaren Titanium Project: MRE Upgrade Confirms Tier-One Project Status
McLaren Titanium Project: MRE Upgrade Confirms Tier-One Project Status 529 529 Mt @ 4.5% Heavy Mineral Indicated and Inferred JORC Resource (ERM Australia), 2% HM 500 cutoff and <38% Slimes 400 280 300 Key minerals are Ilmenite, with lesser amounts of Rutile, Leucoxene and Zircon 200 Mineralisation
Slide 14: Barossa Project – Second Project with Zircon-Rich Growth Optionality
Barossa Project – Second Project with Zircon-Rich Growth Optionality PROJECT DETAILS • Located in the Eastern Eucla Basin of South Australia • Region recognised for hosting significant, high-value, mineral sands deposits • Three Defined Prospects: Kalahari, Mojave & Gobi • Average HM grade: 4.6% • H
Slide 15: Barossa Project – Second Project with Zircon-Rich Growth Optionality
Barossa Project – Second Project with Zircon-Rich Growth Optionality District Scale Mineralised Shoreline • `54km mineralised shoreline corridor identified within Barossa tenements; • Multiple mineralised centres along strike including Mojave, Kalahari and Gobi; • Monazite presence indicates potenti
Slide 16: Fast-Tracking McLaren: Key Milestones to Unlock Titanium Production
Fast-Tracking McLaren: Key Milestones to Unlock Titanium Production MCLAREN PROJECT – Drilling (Primary Focus) MCLAREN PROJECT MCLAREN PROJECT Ongoing drilling results (regular flow) MRE update Tender period for BFS High-grade continuity at depth (May) Maiden Ore Reserve & mine plan • Haulage Easter
Slide 17: MML Product – High-Quality, Flexible Titanium Feedstock
MML Product – High-Quality, Flexible Titanium Feedstock ~400ktpa ilmenite sulfate ilmenite Production Production Profile: Profile: ~400ktpa sulfate Feedstock Feedstock for TiO₂ pigment,fortitanium TiO₂ pigment, titanium metal and metalapplications industrial and industrial applications Strategic Rel
Slide 18: MML Product – High-Quality, Flexible Titanium Feedstock
MML Product – High-Quality, Flexible Titanium Feedstock Near-Term Dynamics 01. ▪ 2025 pricing reflects temporary supply dynamics ▪ Industry responding with disciplined production controls Demand Outlook ▪ >3.5% CAGR forecast over next 5 years 02. ▪ Demand expected to exceed 9.2Mt TiO₂ feedstock p.a.
Slide 19: Investment Summary – Building a Company, Not Just a Project
Investment Summary – Building a Company, Not Just a Project 01 03 05 Mineral Sands Focus 02 Clear Development 04 Experienced Leadership 06 Established project Path Proven team with a at McLaren and Large & Successful PFS at Company track record of Diversified recent addition of McLaren complete - su
Slide 20: Contact us
Contact us Registered Office Simon Finnis C/- Argus Corporate Partners Pty Ltd Managing Director Level 4, 225 St Georges Terrace Perth WA t: +61 418 695 138 6000 e: simon.finnis@mclarenminerals.com.au e: team@mclarenminerals.com.au Investor Relations Paul Berson – Corporate Storytime t: +61 421 647
McLaren Minerals — Investor Presentation (April 2026) on 6ix