Slide 1: Building the Northern Territory's Premier Fluorite & Copper Company
For personal use only Building the Northern Territory’s Premier Fluorite & Copper Company AUGUST 2026 ASX: DLY DALY RESOURCES 1
Slide 2: Disclaimer
Disclaimer Summary information Reliance on presentation Daly Resources Limited (ACN 664 007 621) (Daly or Company) is the issuer of this presentation. The issue of this presentation is For personal use only intended only for the person or entity to which it has been transmitted. A recipient of this
Slide 3: Investment Highlights
Investment Highlights FLUORITE Copper & zinc For personal use only Daly Resources is well Huckitta is adjacent to & in the same Portfolio of underexplored large-scale mineralised fluorite corridor as Tivan's copper & zinc exploration targets across resourced to become one (ASX:TVN, ~A$650M marke
Slide 4: Project Overview
PROJECT OVERVIEW 100% Owned - 6,451 km² Total Granted Tenure Across Three Project Areas in the Northern Territory For personal use only Huckitta Batten Broughton Fluorite + Copper Zinc-Copper Copper-Zinc ~3,729 km² ~1,089 km² ~1,633 km² Fluorite as primary Direct analogue: Analogue: value driv
Slide 5: Why Fluorite: AI chips, energy, metals, batteries
WHY AI CHIPS FLUORITE Semiconductor etching energy For personal use only About FLUOrite Nuclear fuel enrichment FLUOrite is essential in METALS Primary mineralogical source of Hydrofluoric acid (HF) production Steel & aluminum fluorine (industrial backbone) High-grade mineralisation upgraded
Slide 6: Global Fluorite Market. A Structural Supply Crisis
Global Fluorite Market. A Structural Supply Crisis China Consumes ~80% of World Production. No Meaningful New Supply. ~2Mt ~80% 1 ~63% CAGR 5% For personal use only US$450 – 650/t China net imported 2025 China share of global JORC-compliant Mineral China's Share Current Demand to 2030-no supply (rec
Slide 7: Huckitta Fluorite Overview
HUCKITTA FLUORITE OVERVIEW For personal use only PROJECT HIGHLIGHTS Large-scale mineral system with extensive mapped fluorspar veins across the district Adjacent to and along strike from Tivan’s Sandover Project in the same geological corridor High-grade outcropping fluorspar with significant
Slide 8: Huckitta: Ultra High-Grade Fluorite Geology Confirmed
Huckitta: Ultra High-Grade Fluorite Geology Confirmed 95.1% Consistent Grade For personal use only Max CaF₂ Rock Chip CaF₂ grades frequently exceed 80% ~8km VEIN >400m CORRIDOR Individual Vein Strike Length Fluorite-bearing target trend Field Program Context Results from field work prior to IPO co
Slide 9: Fluorite System Expanding
Fluorite system Expanding 91.2% Max CaF₂ – New Western Vein For personal use only >700m Longest Vein Strike at Project 5km West of Previous Area of Focus Latest Results – 22 July 2026 First rock-chip assays from the newly identified western fluorite vein return grades of up to 91.2% CaF₂ High-gr
Slide 10: Geophysics Completed
Geophysics COMPLETED For personal use only Airborne magnetic and radiometric survey for 3,200 line kilometres was recently completed over Huckitta Fluorite project Designed to improve Daly’s understanding of the geological architecture of the project area, including the distribution of key rock
Slide 11: Huckitta Copper: Large-Scale Sediment-Hosted Copper Potential
Huckitta Copper Large-Scale Sediment-Hosted Copper Potential For personal use only Sediment-Hosted Copper - Analogues Include the Central African Copper Belt Basin-scale sediment-hosted copper system - geological characteristics analogous to the Central African Copper Belt Project generated by S
Slide 12: Huckitta Copper: Prospectivity & Forward Program
Huckitta Copper Prospectivity & Forward Program Untested Copper Prospectivity Across Underexplored Tenements For personal use only Untested Copper Prospectivity Strong indicators already present: widespread black shale host, copper- barium-lead surface anomalies Historic rock chips grading up to
Slide 13: Batten Zn-Cu, McArthur Basin
Batten Zn-Cu McArthur Basin Dominant Ground Position in Australia's Premier SEDEX Zinc Province For personal use only 227 Mt @ 13.3% Zn+Pb 58 Mt@ 12.7% Zn+Pb McArthur River Mine Teena Deposit (HYC) - Direct Analogue (Same Basin) Large Zn-Cu exploration position within the Batten fault zone/McArthu
Slide 14: Batten Zn-Cu: Outstanding Under-Explored Targets
Batten Zn-Cu Outstanding Under-Explored Targets Drilling Planned to Test for a Large SEDEX-Style Deposit For personal use only Two Advanced Priority Targets Hot Spring - shallow AEM conductor & gravity low, surface synclines mimicking sub-basin at depth. Never drilled. Cow Lagoon - structurally
Slide 15: Broughton Cu-Zn, McArthur Basin
Broughton Cu-Zn McArthur Basin Large-scale Sediment-Hosted Cu-Zn Target in an Emerging District For personal use only Untested Copper Prospectivity Strong geological similarities to the Dzhezkazgan copper district in Kazakhstan - one of the world's largest sediment-hosted copper systems Limited
Slide 16: Geophysics - $150,000 NT Co-funding awarded
Geophysics - $150,000 NT Co-funding awarded For personal use only Vtem survey Daly Resources awarded $150,000 (inc. GST) under Round 19 of the Northern Territory Government’s Geophysics and Drilling Collaborations Program Funding supports a regional airborne electromagnetic (VTEM) survey at the
Slide 17: Corporate Post-IPO Highlights
Corporate Post-IPO Highlights Snapshot Sandfire Resources (~13%) - largest shareholder, providing strategic and technical validation for the Daly asset portfolio For personal use only CAPITAL STRUCTURE Board & management (~10%) Meaningful alignment with shareholders Shares on issue 91,000,000 Market
Slide 18: Experienced Team. Proven NT Track Record
Experienced Team. Proven NT Track Record DIRECTORS KEY MANAGEMENT PERSONNEL For personal use only Mike Edwards Will Belbin Gregor Bennett Daniel Greene Executive Chairman Non-Executive Director Chief Geologist Exploration Manager B.Sc Geology, B.Bus Econs & Finance B.Sc Geology, M.Sc B.Sc Geology &
Slide 19: Key Risks
KEY RISKS The Company considers that the following summary, which is not exhaustive, represents some of the major risk Royalties For personal use only factors which investors ought to be aware of in evaluating the Company’s business and risks: The Tenements are subject to certain royalty arrangement
Slide 20: Appendix: References
APPENDIX For personal use only References 1. USGS Mineral Commodity Summaries 2026; China General Administration of Customs trade data; Fastmarkets, Fluorspar Market Insights. 2. ChemAnalyst, Fluorspar Prices Q1 2026; IMARC Group, Fluorspar Pricing Report 2026; Critical and Strategic Metals Hub, Flu
Slide 21: Contact Us
For personal use only CONTACT US Mike Edwards LUCAS ROBINSON Executive Chairman, Daly Resources Investor Relations, Corporate Storytime E. admin@dalyresources.com.au E. lucas@corporatestorytime.com A. Suite 2, Level 1, 1292 Hay Street, West Perth, WA 6005 P. +61 408 228 889 P. +61 478 198 665 DALYRE