Stavely Minerals Ltd · ASX:SVY
Stavely Minerals — Resources Rising Stars Conference 2026
44 slides from Stavely Minerals's conference presentation, Sep 10, 2026
Slide 1: Thursday's Gossan Scoping Study and Immediate Exploration Targets
ASX: SVY Thursday’s Gossan Scoping Study and Immediate Exploration Targets Evaluating copper-gold-silver production and further discovery in Western Victoria Resources Rising Stars Conference – 10 September 2026
Slide 2: Disclaimer
Disclaimer This presentation contains only an overview of Stavely Minerals Limited (“Stavely" or the “Company”) and its activities and operations. The contents of this presentation, including matters relating to the geology and exploration potential of the Company’s projects, may rely on various ass
Slide 3: Stavely Project – Pre-production Copper and Exploration
Stavely Project – Pre-production Copper and Exploration Discovery – outstanding shallow high-grade copper-gold-silver discovery (September 2019), the Cayley Lode1 Stavely Minerals’ strategy is to realise value in the Cayley Lode discovery: 1. Updated MRE 60Mt at 0.58% CuEq2 (see appendix 1) 2. Recen
Slide 4: Only 3 numbers to remember
Only 3 numbers to remember: 8 million 800 million 42
Slide 5: Updated 2026 Mineral Resource Estimate: The Foundation
Updated 2026 Mineral Resource Estimate: The Foundation
Slide 6: Updated 2026 Mineral Resources Estimate
Updated 2026 Mineral Resources Estimate Discovery – outstanding shallow high-grade copper- gold-silver discovery (September 2019), the Cayley Lode 2026 Updated MRE1 Cayley Lode MRE • 9.1Mt at 1.61% CuEq (1.2% Cu, 0.27g/t Au and 8.4g/t Ag) Total Resources • 60Mt @ 0.58% CuEq ( 0.46% Cu, 0.09g/t and 2
Slide 7: Updated 2026 Mineral Resources Estimate
Updated 2026 Mineral Resources Estimate 120% 113% Increase from 2022 MRE Total Mineral Resources contained gold 100% Material Increase1 80% Contains: 67% 69% 37% 60% • 280,000t of copper 63% 40% 31% • 170,000oz gold 20% • 5.4Moz silver 0% Indicated Inferred Contained tonnes up by 113% Tonnes Copper
Slide 8: Thursday's Gossan / Cayley Lode Mineral Resources
Thursday’s Gossan / Cayley Lode Mineral Resources
Slide 9: Thursday's Gossan / Cayley Lode Mineral Resources (chalcocite-enriched blanket removed)
Thursday’s Gossan / Cayley Lode Mineral Resources (chalcocite-enriched blanket removed)
Slide 10: Stavely Project Scoping Study Update 2026
Stavely Project Scoping Study Update 2026
Slide 11: Thursday's Gossan Scoping Study Three-stage Open Pit, 4Mtpa Processing
Thursday’s Gossan Scoping Study Three-stage Open Pit, 4Mtpa Processing
Slide 12: Key Financial Outcomes (consensus metals pricing)
Thursday’s Gossan Scoping Study Key Financial Outcomes (consensus metals pricing1) A$818M 40% 2.5 yrs Estimated pre-tax NPV7 Estimated pre-tax IRR Projected capital payback from first production ~A$110M A$1.4B US$3.76/lb LOM AISC copper equivalent Average annual free cash flow from Net cashflow from
Slide 13: Key Financial Outcomes (spot metals pricing)
Thursday’s Gossan Scoping Study Key Financial Outcomes (spot metals pricing2) A$905M 43% A$1.5B Pre-tax NPV7 Pre-tax IRR Net cashflow from operations 2 Source: Trading Economics website, 6 August 2026 see ASX announcement 10 August 2026
Slide 14: Life-of-Mine Payable Metal Production
Thursday’s Gossan Scoping Study Life-of-Mine Payable Metal Production 170,200 65,700 3,283,000 Copper in concentrate Gold in concentrate Silver in concentrate Tonnes Cu Ounces Au Ounces Ag = 210,000t of copper equivalent production see ASX announcement 10 August 2026
Slide 15: Mineral Resource and Production Profile
Thursday’s Gossan Scoping Study Mineral Resource and Production Profile 24,300t 14,500t 210,400t CuEq per year, first 3 years CuEq per year, next 10 years Copper equivalent metal Ave. $100m per Q net revenue Not including UG contribution In concentrate over 13 years Production period CuEq (t/yr) Cop
Slide 16: Mining and Processing Physicals
Thursday’s Gossan Scoping Study Mining and Processing Physicals 51.4Mt 2.5x 84.8% Process plant feed Strip ratio Copper recovery Single open pit, 13-year life 127.5Mt waste mined 709,372t at 24% Cu Parameter Value Operating life 13.0 years (52 quarters of production) Ore mined and milled 51.4Mt at 0
Slide 17: Capital and Operating Cost Estimates
Thursday’s Gossan Scoping Study Capital and Operating Cost Estimates A$333M A$139M US$3.76/lb Plant and infrastructure Pre-stripping Life-of-mine AISC Post-FID, incl. 30% contingency Total A$472M pre-production funding US$2.75/lb in first 3 years (A$78M) required ($333M+$139M) Cost item Assumption P
Slide 18: Pre-Tax NPV7 Sensitivity
Thursday’s Gossan Scoping Study Pre-Tax NPV7 Sensitivity Change in pre-tax NPV7 (A$M) — base case A$818M Downside Upside -500 -400 -300 -200 -100 0 100 200 300 400 500 Copper price ±20% -430 430 Spot metals Operating cost ±15% -218 218 prices2: $905m Cu recovery ±4% abs -98 98 Capital cost ±20% -92
Slide 19: Pre-tax revenue, operating costs and cumulative cashflow
Thursday’s Gossan Scoping Study Pre-tax revenue, operating costs and cumulative cashflow $150M $1,500M $100M $1,000M Revenue and Operating Costs (A$) Cumulative Cashflow (A$) $50M $500M $0M $0M -$50M -$500M -$100M -$1,000M 1 5 9 13 17 21 25 29 33 37 41 45 49 53 57 Quarter
Slide 20: Upside Opportunities
Thursday’s Gossan Scoping Study Upside Opportunities Upside opportunities for further study1: ➢ Additional drilling to convert Inferred to Indicated Resources in the Cayley Underground and include in production schedule ➢ Additional drilling to convert Inferred to Indicated Resources in the Carroll’
Slide 21: "Victoria is Open for Business"
“Victoria is Open for Business”1 Approvals ✓ Donald Mineral Sands Project, Work Plan approved June 2025 ✓ Goschen Rare Earths and Minerals Sands Project, Work Plan approved November 2025 ✓ Sunday Creek Gold Project Exploration Tunnel, approved June 2025 ✓ Four Eagles Gold Project Exploration Tunnel,
Slide 22: The Copper Sector is Hot
© STAVELY eee . ector is Hot
Slide 23: J.P. Morgan copper market deficit
J.P. Morgan copper market deficit Projected refined copper deficit (thousand tonnes) 9000 8,000 8000 7000 Deficit (thousand tonnes) 6000 5000 4000 3000 2,000 2000 1000 330 0 2026 2030 2035 Source: J.P. Morgan Global Research (2026 copper outlook), as reported via GOLDINVEST and Skillings. Figures ar
Slide 24: ASX-Listed Pre-production Copper Transactions
ASX-Listed Pre-production Copper Transactions Evolution Mining and Carnaby Resources ~A$218m Austral Resources and Hammer Resources ~A$80.7m Aeris Resources and Peel Mining ~A$214m Salim Group and Rex Minerals A$393m Bastian Mining and Xanadu Mines ~A$160m Kinterra Capital and New World Resources ~A
Slide 25: Major Exploration Opportunities in 130km of Under-Explored Volcanic Arc
Major Exploration Opportunities in 130km of Under-Explored Volcanic Arc
Slide 26: Stavely Minerals Controls ~130km of Cu-Au Fertile Arc
Stavely Minerals Controls ~130km of Cu-Au Fertile Arc Stavely Project - Thursday’s Gossan Prospect ● Cayley Lode high-grade Cu-Au-Ag discovery ● 9.3Mt at 1.23% Cu, 0.23g/t Au and 7.1g/t Ag 1 ● Junction ● 35m at 3.44% Cu and 26g/t Ag 2 ● Late-2024 aircore drilling results are impressive ● Freddy’s Fi
Slide 27: Junction Copper Prospect
© STAVELY eee . ‘Copper Prospect
Slide 28: Junction Copper Prospect – Historic drill results
Junction Copper Prospect – Historic drill results Junction is the largest copper in soil auger anomaly in the entire Stavely Project, located ~2km south of the Cayley Lode. Historic intercepts at the Junction Prospect include1: ● 35m at 3.44% Cu and 26g/t Ag from 24m drill depth to end-of-hole (EoH)
Slide 29: Junction Copper Prospect – October 2024 aircore results
Junction Copper Prospect – October 2024 aircore results o 14m @ 3.24% Cu, 34.5g/t Ag from 34m in SJAC105, incl. • 8m at 4.62% Cu and 49.5g/t Ag from 34m, incl. • 2m at 6.47% Cu and 59.5g/t Ag from 36m o 48m at 1.60% Cu and 14.8g/t Ag from 2m in SJAC112, incl. • 8m at 2.53% Cu and 26.1g/t Ag from 34m
Slide 30: Freddy's Find Gold Prospect
Freddy’s Find Gold Prospect
Slide 31: Freddy's Find Breccia-Hosted Gold Prospect – In-fill RC drilling
The Freddy’s Find Breccia-Hosted Gold Prospect - In-fill reconnaissance RC drilling to 200m x 200m Freddy’s Find Reconnaissance RC • 16m at 1.09g/t AuEq from 46m drill depth in STRC0132, including: • 7m at 1.94g/t AuEq from 53m, including: • 4m at 2.31g/t AuEq from 56m Within a broader zone of 29m a
Slide 32: Freddy's Find Diamond Drilling – 'Blind' Gold & Silver Discovery Confirmed
Freddy’s Find Diamond Drilling – ‘Blind’ Gold & Silver Discovery Confirmed, Early Days Freddy’s Find Diamond Drill Hole STDD002: • 13.7m at 1.80g/t AuEq1 from 223.3m drill depth, including: • 3.7m at 2.16g/t AuEq from 223.3m; and • 4m at 3.41g/t AuEq from 233m; including: • 1m at 7.03g/t AuEq from 2
Slide 33: Big System, Multiple Targets
Big System, Multiple Targets Freddy’s Find North Freddy’s Find S4 Porphyry Target look-alike • Falcon gravity low of similar size and intensity to the Thursday’s Gossan gravity low (including the Cayley Lode) • Only 4 historic aircore drill holes to 70m drill depth on 400 x 5km Freddy’s Find 800m sp
Slide 34: Forward Activities
© STAVELY eee > Activities
Slide 35: Forward Activities – Exploration
Forward Activities Exploration Freddy’s Find • Reconnaissance drilling at Freddy’s Find and the S4 porphyry target • Results to date has demonstrated a large hydrothermal system with material gold and silver intercepts in an intermediate sulphidation system – Lake Cowal analogy as to the mineralisat
Slide 36: Forward Activities – Development Options
Forward Activities Development Options To date Stavely Minerals has outlined what a ‘big bang’ open pit development looks like with key metrics demonstrating a robust, long-life production asset: • NPV7 of $818m • IRR of 40% Thursday’s Gossan hosts 3 styles of mineralisation: 1. The high-grade Cayle
Slide 37: Corporate Summary
Corporate Summary Capital Structure ASX TICKER Share Price (9.09.26) Shares on Issue Cash (30.06.26) Market Capitalisation Management & Staff SVY $0.014 1,033M $3.1M* $14.5M ~11% equity 12-month Share Price to 9 September 2026 Directors $0.030 30,000,000 Close $ Volume Chris Cairns Jennifer Murphy $
Slide 38: Only numbers to remember
Only 3 numbers to remember: 8 million tonnes – the J.P. Morgan forecast copper supply deficit in 2035 $ 800 million the rounded NPV7 of our 100%-owned asset 42 the answer to life, the universe and everything but also the multiple of Stavely Minerals’ market capitalization to the project NPV* * @ $0.
Slide 39: Summary – Key investment takeaways
Summary – Key investment takeaways The Cayley Lode Value Statement: Copper Market is is a quality high- Scoping Study describes Hot grade copper-gold- a robust, long-life copper- Record metals Big silver Mineral gold-silver production prices, active M&A Resource from asset targets surface Project Ju
Slide 40: Contact us
Contact us Stavely Minerals Limited L1, 168 Stirling Highway Nedlands WA 6009 P - 08 9287 7630 The information in this presentation is extracted from information available to view on www.stavely.com.au. The Company confirms that it is not aware of any new information or data that materially affects
Slide 41: Appendix 1: Mineral Resources
Appendix 1: Mineral Resources
Slide 42: Appendix 1: Mineral Resources Classifications
Appendix 1: Mineral Resources Classifications 2026 Stavely Minerals Total Mineral Resources Estimate Resource Resource Tonnes Grade Grade Cont. Cont. Grade Cont. Grade Cont. Grade Cont. Prospect Category (Mt) Metal Metal Metal Metal Metal (Cu %) (CuEq%) (kt Cu) (Mlbs (Au g/t) (koz Au) (Ag g/t) (koz
Slide 43: Appendix 2: Thursday's Gossan Scoping Study Life-of-Mine Financial Summary
Appendix 2: Thursday’s Gossan Scoping Study Life-of-Mine Financial Summary Metric Units Pre-tax Post-tax NPV₇ (real, ungeared) A$M 817.7 542.5 IRR % p.a. 39.9% 30.1% Payback from first ore Quarters 10 — Net cash generated (life of mine) A$M 1,389.5 990.6 Gross revenue A$M 4,130.8 4,130.8 Net revenue
Slide 44: Thursday's Gossan / Cayley Lode Mineral Resources – long section blocks coloured by grade
Thursday’s Gossan / Cayley Lode Mineral Resources – long section blocks coloured by grade
Stavely Minerals — Resources Rising Stars Conference 2026 on 6ix