Pantera Minerals Limited · ASX:PFE
Pantera Minerals — Investor Presentation (July 2026)
17 slides from Pantera Minerals's investor presentation, Jul 22, 2026
Slide 1: Unlocking Resource Value in the United States
ASX: PFE | OTCQB: PTMLF For personal use only Pantera Minerals Limited Unlocking Resource Value in the United States U.S.-focused strategic metals company targeting critical supply-chain minerals essential for defense, energy and industrial security JULY 2026 1
Slide 2: Disclaimer
For personal use only Disclaimer This presentation has been authorised for release by the Board of Pantera Minerals Limited (Company). It is not a prospectus nor an offer of securities for subscription or sale in any jurisdiction nor a securities recommendation. The information in this presentation
Slide 3: Proven Execution. Compelling assets. Near-term catalysts.
For personal use only Smackover monetisation (~A$6M cash & $34M in Proven Execution. Compelling assets. Near-term catalysts. EnergyX stock) Pantera combines corporate Retained stake in EnergyX execution, strategic equity (now worth ~ $43.2m) exposure, fully funded exploration upside and future Capit
Slide 4: Key Highlights
For personal use only Key Highlights Proven Execution. Compelling assets. Near-term catalysts. 1. The EnergyX Wildcard 2. Right Minerals, Right Timing Proven Execution. Compelling assets. Near-term catalysts. Pantera is a U.S.-focused strategic metals company Strategic exposure in EnergyX provides a
Slide 5: 1. The EnergyX Wildcard
For personal use only 1. The EnergyX Wildcard Strategic Evolution. A Disciplined Pivot Pantera monetised its Smackover Lithium Project for A$40 million1 while retaining Proven Execution. Compelling assets. Near-term catalysts. equity upside in U.S. lithium developer EnergyX. That transaction funded
Slide 6: 2. Right Minerals. Right Time
For personal use only 2. Right Minerals. Right Time Four Critical Minerals Essential to America4 ANTIMONY – THE CASE FOR URGENCY 47 51 82 30 Ag Sb Pb Zn Proven Execution. Compelling assets. Near-term catalysts. Silver Antimony Lead Zinc AMMUNITION VISION SYSTEMS GUIDANCE SYSTEMS FLAME RETARDANTS SEM
Slide 7: Gillham Project (Arkansas – U.S.) – The New Asset
Proven Execution. Compelling assets. Near-term catalysts. For personal use only ASX: PFE | OTCQB: PTMLF Gillham Project (Arkansas – U.S.) 3. The New Asset 7
Slide 8: Gillham Project (Arkansas – U.S.)
For personal use only Gillham Project (Arkansas – U.S.) Program of work to date Pantera has completed the first two modern district-wide exploration programs at Gillham, Building a geochemical and structural dataset to validate historic mineralisation and define Proven Execution. Compelling assets.
Slide 9: 4. High-Grade Results up to 19.2% Sb & 63.8 g/t Ag
For personal use only 4. High-Grade Results up to 19.2% Sb & 63.8 g/t Ag6 Phase 2 rock-chip sampling delivered multiple high-grade antimony and silver results across Stewart, Stewart North, Antimony Bluff and May. District-Scale Potential Strengthened Proven Execution. Compelling assets. Near-term c
Slide 10: Phase 2 Refines Multiple Priority Drill Targets
For personal use only Phase 2 Refines Multiple Priority Drill Targets6 High-grade rock results, coincident soil anomalies and historical workings strengthen the maiden drilling case. Proven Execution. Compelling assets. Near-term catalysts. Stewart High-grade antimony–silver–lead–zinc mineralisation
Slide 11: 5. Maiden Drilling (Gillham)
For personal use only 5. Maiden Drilling (Gillham) Priority targets refined ahead of maiden drilling6 1 2 3 4 Proven Execution. Compelling assets. Near-term catalysts. Structurally controlled Antimony–silver ± base Multiple coincident rock & soil Priority maiden drilling polymetallic system metals a
Slide 12: U.S. Strategy & Growth Pipeline
For personal use only U.S. Strategy & Growth Pipeline Why the United States Growth pipeline criteria Clear mineral rights Overlooked or underexplored U.S. projects Private land ownership and enforceable mineral rights support Target assets where historical activity has not been matched by Proven Exe
Slide 13: Capital Position & Optionality
For personal use only Capital Position & Optionality Strong Balance Sheet Following Strategic Monetisation Proven Execution. Compelling assets. Near-term catalysts. 1. Cash Position 2. Deferred Consideration ~A$2.4m- as at 23/7/26. $2 million received July 1st , additional EnergyX payments pending -
Slide 14: Near Term Catalysts
For personal use only Near Term Catalysts Clear pathway from delivered results to drilling and growth6 1 1. Phase 2 Results Delivered High-grade results of up to DELIVERED 19.2% Sb | 63.8 g/t Ag Proven Execution. Compelling assets. Near-term catalysts. June 2026 2 2. Final Drill Target Ranking Integ
Slide 15: Leadership
For personal use only Leadership Directors and Management Proven Execution. Compelling assets. Near-term catalysts. Barnaby Egerton-Warburton Tim Goldsmith Matt Hansen Cleve Thomas John Bishop CEO, Executive Chairman Non-Executive Director Non-Executive Director Vice President US Operations Stakehol
Slide 16: Corporate Snapshot
For personal use only Corporate Snapshot Corporate Share Information Capital Structure & Cash On Hand As at 15 July 2026 ORDINARY SHARES PERFORMANCE SHARES OPTIONS Proven Execution. Compelling assets. Near-term catalysts. SHARE PRICE A$0.018 CAPITAL 492,778,054 6,750,000 135,528,687 MARKET CAPITALIS
Slide 17: Contact
ASX: PFE | OTCQB: PTMLF For personal use only Pantera Minerals Limited Contact Barnaby Egerton-Warburton Jane Morgan Executive Chairman and CEO Investor Relations E: bew@panterali.com E: jm@janmorganmanagement.com.au P: +61 (0) 437 291 155 P: +61 (0) 405 555 618