Genesis Minerals Limited · ASX:GMD
Genesis Minerals — Investor Presentation (August 2025)
26 slides from Genesis Minerals's investor presentation, Aug 4, 2025
Slide 1: Long Ore… ASPIRE 400; The Trusted Australian Gold Miner
LONG ORE… “ASPIRE 400”; THE TRUSTED AUSTRALIAN GOLD MINER DIGGERS AND DEALERS PRESENTATION KALGOORLIE, WESTERN AUSTRALIA AUGUST 2025
Slide 2: Important information
Important information Not an Offer and Not Financial Product Advice This Presentation does not constitute or contain an offer, invitation, solicitation or recommendation with respect to the purchase or sale of any security in Genesis. This Presentation is not a disclosure document under Australian l
Slide 3: Corporate overview
Corporate overview Key metrics (ASX: GMD)1 Board Non-Executive Chairman Tony Kiernan Shares on issue 1,131m1 Managing Director Raleigh Finlayson Share price A$3.62 Non-Executive Director Michael Bowen Executive Director Duncan Coutts Market capitalisation A$4.1b Non-Executive Director Gerry Kaczmare
Slide 4: 100% Leonora / Laverton, Western Australia
100% Leonora / Laverton, Western Australia Simple and flexible foundation Long ore - 18.7Moz (287Mt) Resources and 4.2Moz (67Mt) Reserves; After “bolt-on” acquisition of Focus’ 4Moz (54Mt)^ Laverton Resources Baseload present - Gwalia, Tower Hill deposits plus “top-ups” Two mills - Ore flows w
Slide 5: FY25 highlights
FY25 highlights Genesis beats guidance and accelerates fully-funded organic growth strategy: ► Safety: TRIFR reduced to 7.9 (v 8.3 July 2024), Fatal Risk Management program implemented ► Production: Record 214,311oz, beating upwardly-revised guidance of 190,000 - 210,000oz ► All-in sustaining cost (
Slide 6: FY25 highlights
FY25 highlights Building on strong traditional owner and community relationships: PEOPLE ► Acquisition of Focus’ Laverton assets increases FIRST Genesis’ strategic presence in the Laverton District We mine safely - Protecting ► Builds on strong existing relationships with: our people, our environmen
Slide 7: Fully funded, base case 10-year plan
FULLY FUNDED, BASE CASE 10-year plan Progressive economics - More ounces, less cost, more cash flow: BASE CASE assumes current 4.4Mtpa group mill capacity with Tower Hill milled Genesis group production and cost outlook1,2,3 at Laverton (~100km haul / capped at A$2,200 - 2,400 2Mtpa) 400 $2,400 A$2,
Slide 8: ASPIRE 400 learning journey
“ASPIRE 400” learning journey +12Moz upside NOT included in 10-year plan: First ounces: NOW 5 years 10 years Gwalia Resources to Reserve Conversion (drill testing ongoing) 3.4Moz1,2 Gwalia Underground Extensions (up-dip and lateral drilling ongoing) Potential Ulysses Underground Extensions (drill te
Slide 9: West side
West side Featuring: LEONORA ► Gwalia ► Ulysses ► Tower Hill 9
Slide 10: Gwalia mine - Quality > quantity
Gwalia mine - “Quality > quantity” Prolific high-grade, long-life asset: ► 7.0g/t “Heart of Gold”…blended with 4.2g/t Mid-Levels ► FY26 mined grade anticipated to be GWALIA UNDERGROUND ESTIMATES 4.0Moz RESOURCES1 / 1.1Moz in line with Reserve 5.3g/t RESERVES1 Mid-Levels ► Followed by Rowe Decline 4.
Slide 11: Ulysses mine - At one with Gwalia
Ulysses mine - At one with Gwalia Growth spurt: ► Ramp-up continues (stoping Operational strategy unchanged from December 2022 - Two becomes one commenced late December 2024), Gwalia Ulysses full scale2 Combined currently focused on: Annual mining rate Mtpa 0.7 - 0.8 0.6 - 0.7 1.3 - 1.5 • Establishm
Slide 12: Tower Hill development - On track
Tower Hill development - On track First ore FY28: FY25 FY26 FY27 FY28 Sep Q Dec Q Mar Q Jun Q Sep Q Dec Q Mar Q Jun Q Dec H Jun H Dec H STAGE 1 OPEN PIT Design and Planning Complete Technical Studies Complete Section 18 Approval Complete Mining Proposal and Closure Plan Approval STAGE 2 OPEN PIT Des
Slide 13: Tower Hill development - One of a kind
Tower Hill development - One of a kind Bringing Tower Hill back home: Tower Hill 101 - Grade, scale, optionality • Shallow, bulk, high grade, 4,000ozpvm opportunity ► Chain reaction - The recent acquisition of • Single open pit - Strike 1.4km, operating strip ratio 9:1 (Reserve pit, waste:ore) Focus
Slide 14: East side
East side Featuring: ► Jupiter LAVERTON ► Focus (FML) assets 14
Slide 15: Jupiter - Baseload on the doorstep of the Laverton mill
Jupiter - Baseload on the doorstep of the Laverton mill Open pit mining underway - Genesis Mining Services (GMS) armed with new fleet: ► Reserve 7.7Mt @ 0.9g/t for 220koz Life on Jupiter ► Grade expectations - FY26 0.8g/t, increasing year-on-year; Displacing low grade starter feed from legacy stockp
Slide 16: Focused
Focused Strategic “bolt-on” acquisition of Focus’ Laverton assets: ► Recent A$250m cash acquisition consolidates the Laverton Portfolio optionality - CHAIN REACTION assets of Focus and Genesis, including the recently restarted 3Mtpa Laverton mill ► Acquired assets (just ~30km from Genesis’ Laverton
Slide 17: Focused
Focused Strategic “bolt-on” acquisition of Focus’ Laverton assets: Resources 4Moz @ 1.7g/t1,2 and Reserves 546koz @ 1.3g/t1 Focused History: • Previous owners include Focus, WMC, Crescent and Sons of Gwalia • Production periods 1899-1940, 1984-1998, 2006-2009, 2011-2013 • Historical production ~
Slide 18: Focused: Third largest undeveloped gold project in Australia
Focused Third largest undeveloped gold project in Australia: Contained Resource Ounces Resource Grade (Moz Au)1,2 Contained Resource (Moz Au) Grade (g/t) (g/t Au) 12.0 6.0 5.6 5.6 10.0 5.0 8.0 4.0 3.3 6.0 3.0 2.8 Focus’ 2.5 2.5 Laverton 2.1 2.1 4.0 1.9 2.0 1.7 1.7 1.6 1.7 1.5 1.5 1.3 1.2 1.3 1.1 1.1
Slide 19: Long ore… getting longer
Long ore… getting longer Underpinned by large, high-grade Resources and Reserves, 100% Western Australian: Industry-leading Resources and Reserves (Moz)1 20 18 Wealth of conversion 16 opportunities 14 12 10 8 6 4 2 0 Genesis Westgold Vault Ramelius Greatland Regis Capricorn Pantoro Catalyst Bellevue
Slide 20: Capital allocation
Capital allocation Progressive: PRIORITIES Now… …“ASPIRE 400” Robust balance sheet ASPIRE “THIRDS” Growth projects NON-NEGOTIABLES Near-mine exploration Community contributions Dividends 1/3 TO GROWTH Buybacks / additional dividends EXCESS CASH FLOW 1/3 TO SHAREHOLDERS Social projects 1/3 TO BALANCE
Slide 21: Focused
Focused ► We are an aspirational Australian gold house, 100% focused on Leonora / Laverton ► We have the people, assets and balance sheet to deliver “ASPIRE 400” and beyond • Sustainable, high-quality production and earnings growth ► We play the “long game”: • Long ore; Studies continue to bring oun
Slide 22: APPENDIX A - Plan on a page ASPIRE
APPENDIX A - Plan on a page ASPIRE VISION AND PEOPLE PRODUCTION LOWER M&A VALUES FIRST GROWTH COSTS “The trusted Australian We mine safely - Protecting Relentless focus on Declining all-in sustaining Discipline first - Track record gold miner - Progressive, our people, our environment, operational e
Slide 23: APPENDIX B - Genesis Resources and Reserves
APPENDIX B - Genesis Resources and Reserves* 2025 Mineral Resource estimate 2025 Ore Reserve estimate Measured Indicated Inferred Total Proved Probable Total Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces De
Slide 24: APPENDIX C - Focus Laverton Resources and Reserves
APPENDIX C - Focus Laverton Resources and Reserves* Mineral Resource estimate Ore Reserve estimate Notes: All figures reported to two significant figures. Rounding errors may occur. Ore Reserves are based on a cut-off grade between 0.4 and 0.5 g/t Au. Notes: All figures reported to two significant f
Slide 25: APPENDIX D - Peer data
APPENDIX D - Peer data Mineral Resources - Undeveloped gold projects Company Code Project Mineral Resources Source: Mineral Resources and Ore Reserves - ASX announcements Moz g/t Northern Star ASX:NST Hemi 11.2 1.3 4 April 2025 "Quarterly Activities Report" (De Grey Announcement) Greatland Gold AIM:
Slide 26: Contact Details: Troy Irvin
Contact Details: Troy Irvin Corporate Development Officer phone: +61 8 6323 9050 email: investorrelations@genesisminerals.com.au www.genesisminerals.com.au
Genesis Minerals — Investor Presentation (August 2025) on 6ix