Devex Resources Ltd · ASX:DEV
Devex Resources — Investor Presentation (September 2026)
22 slides from Devex Resources's investor presentation, September 2026
Slide 1: A New Force in Uranium
A New Force in Uranium Investor Presentation ASX: DEV September 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-sc
Slide 3: Company Overview
Company Overview 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 hi
Slide 4: 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 ~$152.7M (at $0.2152) Technical Director Brendan Bradley Cash $27.2M3 Gen
Slide 5: Chairman Track Record: Right Team and Capital Update
Chairman Track Record: Right Team and Capital Update 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 ~ $3.4B ~ $2
Slide 6: 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 7: 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 8: Giant high-grade unconformity-type uranium deposits: Found in only two regions of the world
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 DevEx’s uranium strategy: Targeting Jabiluka-Scale Opportunities 9 Source: Public information. Mineralisation outlines may vary between deposits Source: Public Information and NexG
Slide 10: Australian Unconformity Uranium Deposits: Standing Apart on Grade & Scale
Australian Unconformity Uranium Deposits: Standing Apart on Grade & Scale 1,000,000 Uranium Deposits of Australia 100,000 Yeelirrie Unconformity deposits in Australia Tonnage (‘000 t) are found in the Alligator Rivers Uranium Province, which hosts some of the world’s largest uranium 10,000 deposits
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 Dan A Skytrain Sandfire Hawker Two Rocks Orion Orion East East Dan B Mustang KP Mirage U40 Spitfire Big
Slide 13: New Drill Targets identified at Caramal
TARGETING UPDATE New Drill Targets identified at Caramal Drill core relogging recognises the possible down-faulted continuation of the main Caramal “host” breccia and dolerite directly north of the Caramal Uranium Deposit. Provides an attractive drill target to test for continuation of the uranium d
Slide 14: Advancement of priority uranium targets associated with Fault Corridors (Southern)
Advancement of priority uranium targets associated with Fault Corridors (Southern Nabarlek Tenements) Target Rich Environment along Fault Corridors Priority focus on Regional Fault Corridors between Nabarlek Mine and Caramal Deposit. Multiple targets recognised in DevEx’s merged radiometric and magn
Slide 15: Advancement of priority uranium targets associated with Fault Corridors (Northern)
Advancement of priority uranium targets associated with Fault Corridors (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 sampling; –
Slide 16: 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 17: 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 18: Northern Territory Resources Week
Northern Territory Resources Week 18
Slide 19: Upcoming catalysts
Upcoming catalysts Growth Through Exploration The inaugural exploration pipeline provides increased probability of drill success across multiple years, aiming for a maiden Mineral Resource on 100%-owned DevEx ground, providing a potential near- term value inflection. RC and Diamond Drilling of prior
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 6: 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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