Genesis Minerals Limited · ASX:GMD
Genesis Minerals — Merger or Acquisition (July 2026)
18 slides from Genesis Minerals's merger presentation, Jul 6, 2026
Slide 1: Genesis Delivers Superior Proposal to Vault
Genesis Delivers Superior Proposal to Vault 6 July 2026
Slide 2: Important notices and disclaimers
Important notices and disclaimers Genesis has prepared this announcement based on information available to it as at the date of this announcement, including information from third parties and publicly available sources, none of which has been independently verified. In preparing this announcement, t
Slide 3: Important notices and disclaimers
Important notices and disclaimers Any forward-looking statements, as well as any other opinions and estimates, provided in this announcement are based on assumptions, contingencies and estimates existing at the time of assessment and which are subject to change without notice impacting the accuracy
Slide 4: Summary of Genesis' Proposal
Summary of Genesis’ Proposal Genesis has delivered a superior proposal to merge with Vault ► Proposal would involve acquisition of all the shares in Vault by Genesis under Vault Scheme of Arrangement (“Proposed Scheme”) ► Under the Proposed Scheme: • Vault shareholders would receive 0.7629 new Genes
Slide 5: Board and management
Board and management Proposed enlarged Genesis Group Board and management strongly aligned with shareholders Proposed enlarged Genesis Group Board structure Genesis Proposed enlarged Genesis Group Board Vault ► Board of 7 – 4:3 split between Genesis: Vault Russell Clark Non-Executive Chair1 ► Genesi
Slide 6: Rationale for Proposed Scheme
Rationale for Proposed Scheme ► If the Proposed Scheme is implemented, it would create a new Australian gold major, with pro-forma Ore Reserves of 9.4Moz, and Creation of a new Australian gold major, focused on the Mineral Resources of 33.6Moz1 prolific Leonora-Laverton ► The enlarged Genesis Group
Slide 7: Overview of the potential enlarged Genesis group
Overview of the potential enlarged Genesis group If implemented, the Proposed Scheme would achieve logical consolidation of complementary assets to become the dominant player in the Leonora / Laverton region The enlarged Genesis Group would have 3 production centres across Western Australia… …and wo
Slide 8: Genesis estimates substantial & unique synergy potential
Genesis estimates substantial & unique synergy potential If implemented, the Proposed Scheme could unlock A$2.0bn in synergies1, including A$1.5bn unique synergies2 Total Capital Savings Corporate & Tax Savings Undiscounted Synergies1 ► Enabling Tower Hill ore to be processed through KOTH mill3, avo
Slide 9: Other potential synergies and operational flexibilities
Other potential synergies and operational flexibilities Numerous other potential synergies and operational flexibilities if the Proposed Scheme is implemented, that Genesis has not yet quantified ► Subject to economic conditions, the enlarged Genesis Group would have the flexibility to utilise or ex
Slide 10: Appendix
Appendix
Slide 11: Indicative metrics of the enlarged Genesis Group
Indicative metrics of the enlarged Genesis Group Indicative enlarged Unit Genesis Vault Genesis Group Share Price (as at 3 July 2026)1 A$ / share 6.29 4.56 6.29 Shares Outstanding2,3 m 1,196 1,053 1,999 Market Capitalisation4 A$m 7,520 4,802 12,574 Cash and Equivalents (as at 30 June 2026)5 A$m 520
Slide 12: Genesis Mineral Resources
Genesis Mineral Resources Measured Indicated Inferred Total Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Deposit (000's) (g/t Au) (000's) (000's) (g/t Au) (000's) (000's) (g/t Au) (000's) (000's) (g/t Au) (000's) Leonora Gwalia Total - 4.8 - 27,000 4.4 4,300 3,700
Slide 13: Genesis Mineral Resources
Genesis Mineral Resources Measured Indicated Inferred Total Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Deposit (000's) (g/t Au) (000's) (000's) (g/t Au) (000's) (000's) (g/t Au) (000's) (000's) (g/t Au) (000's) Magnetic LJN4 (Open Pit) - - - 26,000 1.8 1,500 4,30
Slide 14: Vault Mineral Resources
Vault Mineral Resources Measured Indicated Inferred Total Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Deposit (000's) (g/t Au) (000's) (000's) (g/t Au) (000's) (000's) (g/t Au) (000's) (000's) (g/t Au) (000's) Leonora Operations KOTH OP 5,234 1.0 160 92,053 0.9 2,
Slide 15: Genesis Ore Reserves
Genesis Ore Reserves Proven Probable Total Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Deposit (000's) (g/t Au) (000's) (000's) (g/t Au) (000's) (000's) (g/t Au) (000's) Leonora Gwalia - - - 7,200 5.0 1,200 7,200 5.0 1,200 Tower Hill - - - 17,000 2.0 1,100 17,000 2.0 1,100 Admiral Gr
Slide 16: Genesis Ore Reserves
Genesis Ore Reserves Proven Probable Total Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Deposit (000's) (g/t Au) (000's) (000's) (g/t Au) (000's) (000's) (g/t Au) (000's) Magnetic LJN4 (Open Pit) - - - 14,300 1.6 730 14,300 1.6 730 LJN4 (Underground) - - - 2,100 2.9 190 2,100 2.9 190
Slide 17: Vault Ore Reserves
Vault Ore Reserves Proven Probable Total Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Deposit (000's) (g/t Au) (000's) (000's) (g/t Au) (000's) (000's) (g/t Au) (000's) Leonora Operations KOTH OP 7,415 0.5 130 102,796 0.6 2,068 110,211 0.6 2,198 KOTH UG - - - 1,919 1.9 114 1,919 1.9 1
Slide 18: Contact details
Contact details E. info@genesisminerals.com.au Connect with us online P. +61 8 6323 9050 genesisminerals.com.au