Global Lithium Resources Ltd. · ASX:GL1
Global Lithium Resources — Investor Presentation (September 2026)
30 slides from Global Lithium Resources's investor presentation, Sep 16, 2026
Slide 1: Manna – Nova: Accelerating the Path to Lithium Production
rsonal use only INVESTOR PRESENTATION Global Lithium Resources Manna – Nova: Accelerating the Path to Lithium Production ASX:GL1 September 2026 1
Slide 2: Disclaimer
Disclaimer These presentation materials and the accompanying verbal presentation (together, the Presentation Materials) have Company, are inherently subject to significant technical, business, economic, competitive, political and social been prepared by Global Lithium Resources Limited ABN 58 626 09
Slide 3: Integration Study Overview
Integration Study Overview Economic Snapshot1 Capital Requirement rsonal use only 120% A$946M A$1.6B A$180M Capital Distribution A$M % Total pre- Post-tax IRR Post-tax NPV8 Post-tax free production cash flow capex2 Manna (Mine) 76.1 42.2% Nova (Plant) 31.2 17.3% 11 Months 13 Years AU$1,185/t US$870/
Slide 4: Manna-Nova Integration Study vs Manna DFS 2025
Manna-Nova Integration Study vs Manna DFS 2025 TRANSFORMATIONAL IMPROVEMENT ACHIEVED THROUGH MANNA-NOVA INTEGRATION STUDY POST-TAX NPV₈ POST-TAX IRR FUNDED CAPITAL PAYBACK rsonal use only A$946M 120% A$180M 0.9 year ~100% increase +94 percentage pts 59% lower Reduced 2.6 years Integration Study vs D
Slide 5: Accelerated Pathway to Production
Accelerated Pathway to Production Manna – Nova Operation Integration Shovel Ready Mining Operation at Manna Capex Funding Bridge A$m rsonal use only 1. Robust resource/reserve model with 120km drilling • 51.6mt resource @ 1% Li2O and 21.0mt reserve @ 0.9% Li2O Original Manna Project DFS Capex 439.0
Slide 6: Comparison of Capital Requirement
Comparison of Capital Requirement Integration Study Category DFS (A$m) Movement (A$m) (A$m) rsonal use only Process plant and infrastructure, directs 142.9 62.9 (80.0) Indirects, EPCM, supervision, commissioning 44.8 6.9 (37.9) Owner’s costs 211.4 93.9 (117.5) pre-strip (including grade control A$3.
Slide 7: Integration Study Sensitivity Analysis
Integration Study Sensitivity Analysis rsonal use only 7
Slide 8: Manna - Nova Overview
MANNA LITHIUM PROJECT rsonal use only • 100% owned project Manna - Nova Overview • Tier 1 mining jurisdiction • Outcropping spodumene bearing pegmatite • Current Indicated & Inferred Mineral Resource of 36.0Mt @ 1.13% Li O 2 8
Slide 9: Investment Highlights
Investment Highlights Globally significant Manna project: 51.6Mt @ 1.0% Li2O (64% Indicated) mineral resource and a reserve of 20.96Mt @ 0.9% Li2O1 rsonal use only Prime location: Manna located just 100km east of WA’s mining hub of Kalgoorlie providing developed infrastructure, road and railway acce
Slide 10: Established Mining Province
Established Mining Province Leading Mining Jurisdiction • Western Australia remains the world’s largest producer of lithium rsonal use only spodumene and the broader Goldfields region around Kalgoorlie is emerging as a significant lithium province Tier 1 Global Miners Operate and Are Investing in Ka
Slide 11: Manna Mine Resource
Manna Mine Resource Well Defined Orebodies1 • 100%-owned flagship lithium project, located just rsonal use only 100km east of WA’s mining hub of Kalgoorlie • The Manna Project is ranked the 3rd largest lithium resource in the Kalgoorlie province MRE of 51.6Mt at 1.00% Li2O Ore Reserve of 21.0Mt
Slide 12: Manna Site Layout
Manna Site Layout • Conventional three-stage open-pit development, rsonal use only followed by underground mining beneath the completed pits • Granted 21-year Mining Lease and key approvals support the proposed mining and site infrastructure • On-site infrastructure includes ROM stockpiles, an accom
Slide 13: LOM Mining Production at Manna
LOM Mining Production at Manna Open Cut rsonal use only • LOM mining material mined : 252mt • Open cut ore produced: 15.5Mt • Grade: 0.91 • Total waste:236.5Mt • LOM Strip Ratio: 15.3 UG • Tonnes Mined: 8.2Mt • Grade: 0.83 13
Slide 14: LOM Concentrate Production at Nova
LOM Concentrate Production at Nova 300,000 3,000,000 • Concentrate production starts mid- 2027 rsonal use only 250,000 2,500,000 • Crusher Throughput = 2.1Mt • Overall mill recovery = 72.85% Cumulative Production, tonnes Annual Production, tonnes 200,000 2,000,000 • First 7-year concentrate producti
Slide 15: LOM Cashflow
LOM Cashflow Project Cashflow rsonal use only 300 1,800 1,600 250 1,400 200 1,200 Project Free Cash Flow (m) Cumulative FCF (RHS) (m) 150 1,000 100 800 600 50 400 - 200 (50) - (100) (200) 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 Project Free Cash Flow Cumulative FCF
Slide 16: Logistics Pathways
Logistics Pathways Port of Esperance Discussions well advanced for DSO and rsonal use only spodumene concentrate to be shipped from Port of Esperance • Loading at Manna – Loose bulk haulage via triple road trains; payload of 98 tonnes per combo permitted • Trucking to Nova – Crushing, sorting for DS
Slide 17: Nova Processing Operations
Nova Processing Operations • 135km direct distance to Manna rsonal use only • Miscellaneous license with a road readily available • 1.8mtpa ore processing plant • 26.6MW Diesel/Solar power plant • Sealed runway and airport • 500 bed camp • Bore-field (1GL License) with Osmoflo water treatment facili
Slide 18: Nova Processing Plant
Nova Processing Plant Processing Flow-chart Key Metrics Summary1 rsonal use only Key Metrics • Primary crushing, ore sorting ROM ore feed 2.1Mt per annum • SAG Mill and ball mill to grind to P80 Mill feed 1.8 Mt per annum 180µm • Magnetic separation Spodumene concentrate 257kt per annum2 and deslimi
Slide 19: Manna-Nova Project Key Milestones
Manna-Nova Project Key Milestones Milestone Indicative Date From FID rsonal use only Final Investment Decision December QTR 2026 — Nova site handover November 2026 1 months Pre-strip commences March 2027 5 months Ore sorters operational, governing date March 2027 5 months First direct shipping ore c
Slide 20: Why Invest in Global Lithium
MANNA LITHIUM PROJECT rsonal use only • 100% owned project Why Invest in Global Lithium • Tier 1 mining jurisdiction • Outcropping spodumene bearing pegmatite • Current Indicated & Inferred Mineral Resource of 36.0Mt @ 1.13% Li O 2 20
Slide 21: Why Invest in Global Lithium Resources
Why Invest in Global Lithium Resources •1 One of Australia’s major UNDEVELOPED hard-rock lithium projects rsonal use only •2 Located in a TIER 1 mining jurisdiction within WA •3 Manna is FULLY PERMITTED for mining operations •4 FID DECEMBER QTR 2026 •5 Lower Capital of A$180M for an excellent higher
Slide 22: A Clear Path from Explorer to Lithium Producer
A Clear Path from Explorer to Lithium Producer BUILDING THE PORTFOLIO DE-RISKING MANNA ACCELERATING TO PRODUCTION 2019-2024 2024-2025 2026-2027 rsonal use only 2019 AUG 2025 JUL 2026 1 5 8 Executed an SPA with IGO to Acquired the Marble Bar Executed the NTMA and Lithium Project secured a 21-year Min
Slide 23: Company-Making Transactions Are Driving GL1 Forward
Company-Making Transactions Are Driving GL1 Forward 22 April 2026 3 March 2022 15 July 2026 rsonal use only Nova Operation Acquisition Lopal Strategic Funding/Offtake Canmax Investment/Offtake • Binding Agreement to acquire 100% of IGO Nova • Placement of c.13.84m shares at c.A$0.53 per • Initial st
Slide 24: Community Engagement
Community Engagement GL1 is actively participating in the local Goldfields community rsonal use only • GL1 has an open, ongoing relationship with the Kakarra people as part of our Native Title Mining Agreement • We maintain regular engagement between Directors, our community team and local leaders,
Slide 25: Corporate Snapshot
Corporate Snapshot Board of Directors Market Capitalisation1 Share Price1 Richard • 40+ years experience as a commercial lawyer and c.A$175m A$0.63 rsonal use only O’Shannassy involvement in the resources sector Non-Executive Chair • Current non-executive director for Focus Minerals Shares on Issue1
Slide 26: Appendix
MANNA LITHIUM PROJECT rsonal use only • 100% owned project Appendix 1 • Tier 1 mining jurisdiction • Outcropping spodumene bearing pegmatite • Current Indicated & Inferred Mineral Resource of 36.0Mt @ 1.13% Li O 2 26
Slide 27: Global Lithium – Mineral Resource and Reserves
Global Lithium – Mineral Resource and Reserves Mineral Resources (June 2025)1 Project Name Category Million Tonnes (Mt) Li2O% Ta2O5 ppm rsonal use only Marble Bar2 Indicated 3.8 0.97 53 Inferred 14.2 1.01 50 Subtotal 18.0 1.00 51 Manna3 Indicated 32.9 1.04 52 Inferred 18.7 0.92 50 Subtotal 51.6 1.00
Slide 28: Appendix
MANNA LITHIUM PROJECT rsonal use only • 100% owned project Appendix 2 • Tier 1 mining jurisdiction • Outcropping spodumene bearing pegmatite • Current Indicated & Inferred Mineral Resource of 36.0Mt @ 1.13% Li O 2 28
Slide 29: Consensus SC Price Forecasts
Consensus SC Price Forecasts CIF China, real 2026 2027 2028 2029 2030 LT rsonal use only SC6 US$/t 2,167 2,110 1,911 1,720 1,822 1,553 SC5.5 US$/t 1,986 1,934 1,752 1,576 1,670 1,423 SC5.5 A$/t 2,879 2,804 2,539 2,284 2,420 2,063 Weighted Average LOM SC5.5 Price US$/t 1,510 Weighted Average LOM SC5.
Slide 30: Contact us
Contact us rsonal use only DIANMIN CHEN au.linkedin.com/company/ Managing Director global-lithium-resources +61 8 6103 7488 info@globallithium.com.au @Global_Lithium MICHAEL CAIRNDUFF Subscribe to our mailing list at: Media and Investor Relations globallithium.com.au +61 (0) 406 775241 mcairnduff@pu
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