Metals Australia Ltd · ASX:MLS
Metals Australia — Investor Presentation (June 2025)
25 slides from Metals Australia's investor presentation, Jun 26, 2025
Slide 1: Metals Australia Company and Project Overview
ASX:MLS Metals Australia Company and Project Overview 26 JUN 2025: Based on summarised publicly available information
Slide 2: Disclaimers
Disclaimers CAUTIONARY STATEMENT REGARDING FORWARD LOOKING INFORMATION This presentation contains forward-looking statements concerning Metals Australia Ltd. Forward-looking statements are not statements of historical fact and actual events and results may differ materially from those described in t
Slide 3: Metals Australia Limited
Metals Australia Limited Critical & Strategic Experienced Board & Committed Project Partner of Choice Minerals Focus Management Team Developer Long term relationship Advancing a flake With a track record of Projects advancing from builders. Actively graphite project in discovery, project target inve
Slide 4: Corporate Snapshot
Corporate Snapshot Share Price Shares on Issue Market Capitalisation Cash at Bank $0.018 728.72M ~ $13.12M ~ 11.8M On 25 Jun 2025 On 25 Jun 2025 On 31 Mar 2025 52 Wk.: L $0.017, H $0.029 Enterprise Valuation Unlisted Options % held by Top 20 Shareholders ~ +$1.32M 8M ~ 47.4% ASX:MLS
Slide 5: Project Highlights
ASX:MLS titi Project Highlights
Slide 6: Project Portfolio
Project Portfolio Corvette River Gold, Silver & Base Metals prospects Warrego East Lac Carheil Copper-Gold Graphite project with prospect Mineral Resource & PFS Study underway Manindi Zinc, Copper & Silver Mineral Resource. Vanadium, Titanium, Iron Discovery ASX:MLS 6
Slide 7: Canadian Projects, Quebec
Canadian Projects, Quebec Lac Carheil Graphite Project Lac Carheil looking north to Fermont 2025 Drilling program – one of two rigs deployed Corvette River Project Helicopter at East Eade - 2024 Diamond saw cutting & sampling, western side of East Eade - 2024 ASX:MLS Aerial shot of trenching prepara
Slide 8: Lac Carheil Graphite Project
Lac Carheil Graphite Project Overview: Emerging world class Graphite Project in Quebec, Canada Mineral Resource1 based on less than 3% of mapped graphite trends Achievements: ✓ Drilling – Major program completed – 9,482m / 4,044m of graphitic intervals logged (prior drilling 2,317m & 840m of graphit
Slide 9: Lac Carheil Graphite Project
Lac Carheil Graphite Project Resource Potential: Mineral Resource based on less than 3% of mapped graphite trends Scoping study6: 15-year project @ 96,000 tpa flake graphite concentrate NPV8 : 123 M USD6 / ~ 192 M AUD at $885 / MT of Flake Graphite (estimated ~ 26c AUD per share at FX=0.64 AUD/USD,
Slide 10: Lac Carheil Graphite Project
Lac Carheil Graphite Project Battery Tested 9,10: High purity target achieved (99.96% Cg) with new test work underway High conversion of product from concentrate to battery anode material v industry average with further test work advancing High Tap density of 0.97 kg/Liter achieved Electrochemical (
Slide 11: Corvette River Project
Corvette River Project Project Overview: Exploration project with multiple mineralised corridors discovered for Gold, Silver and Base Metals Recent Achievements: ✓ Historical Review – Comprehensive assessment of reports, results, surveys, government data and consultation with prior prospectors ✓ Fie
Slide 12: Corvette River Gold Projects – West & East Eade
Corvette River Gold Projects – West & East Eade 11 Figure 7 – West Eade Gold Prospect, BIF Unit, Magnetics and significant gold results. Figure 8 – East Eade Gold Prospect, BIF Unit, Magnetics and significant gold results. • West Eade - Gold mineralisation identified over 1,000 m E-W • East Eade - G
Slide 13: Australian Projects
Australian Projects Warrego East Project 12 Tennant Creek, Northern Territory • MMP Granted & Land Access Agreement in place. • Exploration drilling set to commence • Prospective for copper and gold. Manindi Project 13,14 Murchison region of Western Australia • Zinc – Copper – Silver Project with JO
Slide 14: Manindi – Titanium-Vanadium-Iron Project
Manindi – Titanium-Vanadium-Iron Project Project Overview 13,14: High-grade Titanium-Vanadium-Iron discovery Two diamond drillholes and 1 RC hole have intersected discovery Significant core sample gathered for metallurgical test work 22MND004 ~ 45.85m @ 20.2% TiO2 (12,1% Ti), 0.42% V2O5 & 33.3% Fe f
Slide 15: Manindi – Titanium-Vanadium-Iron Project
Manindi – Titanium-Vanadium-Iron Project Project Overview Cont.: High-grade Titanium-Vanadium-Iron – Significant Intersections: • 58.18m @ 0.36 V2O5, 23.4% TiO2, 28.8% Fe (22MND004)12 • 129m @ 0.23% V2O5, 11.5% TiO2, 41.0% Fe (22MND003)14 • 70m @ 0.32% V2O5, 12.19% TiO2, 29.3% Fe (MNRC071)14 Signifi
Slide 16: Manindi - Zinc-Copper-Silver Project
Manindi - Zinc-Copper-Silver Project Project Overview: Zinc – Copper - Silver project with existing Mineral Resource15 1.08 Mt at 6.52% Zn, 0.26% Cu, 3.19 grams per tonne Ag Significance: • Highly prospective magnetic trends support field exploration program to assess sulphides extensions in all dir
Slide 17: Warrego East Project
Warrego East Project Project Overview: Largely Greenfields exploration project prospective for Copper-Gold & Bismuth Regional interest on the rise with Pan African Resources transaction of neighboring TCMG Pty Ltd (~82 M AUD)16 Achievements & Plans: ✓ Geophysics – Review and reprocessing of availabl
Slide 18: Why Invest in Metals Australia?
Why Invest in Metals Australia? High-quality Project and Exploration Portfolio in Premier Mining Jurisdictions - Canada & Australia represent two of the lowest sovereign risk countries globally for mining projects. Extensive Diversity of Mineral Opportunity spanning Critical, Precious and Base Metal
Slide 19: Global Graphite Supply
Global Graphite Supply Graphite Demand Dynamic – The Clean Energy Transition • The EV & Clean Energy Storage battery growth requires significantly more critical mineral production – with Electric Vehicles (EVs) using 5 times more critical minerals than internal combustion engine vehicles*. • Graphit
Slide 20: Quebec - A Supportive Battery Materials Hub
Quebec - A Supportive Battery Materials Hub Quebec provides strong government support and incentives for both upstream and downstream battery companies, creating an ideal environment for project development and downstream partnerships Lowest electricity rates in North America and Strategic location
Slide 21: Metals Australia Project Pipeline
Metals Australia Project Pipeline Opportunity → Explore Discovery → Resource Study → Development Opportunity Greenfield Maturing Target Discovery Prefeasibility Generation Exploration Scoping Study Study Generation conversion • Tenement • Warrego – • Corvette Gold, • Manindi • Lac Carheil • Lac Carh
Slide 22: References - ASX
References - ASX There is no new information in this document pertaining to ‘Exploration Results, Mineral Resources and Ore Reserves’. All information presented here on these topics has been previously disclosed and the references for the previous or original disclosures are noted where included and
Slide 23: References - Reports
References - Reports *Park, J., Cho, S.-J., Shin, S., Kim, R., Shin, D. and Shin, Y. (2025). Overview of graphite supply chain and its challenges. Geosciences Journal. doi:https://doi.org/10.1007/s12303-025-00027-2. Critical Minerals Outlook 2025_International Energy Agency Investissement Quebec Int
Slide 24: Contact Us
ASX:MLS Contact Us E: info@metalsaustralia.com.au P: +61 8 9481 7833 Level 1, 8 Parliament Place West Perth, Western Australia 6005 metalsaustralia.com.au
Slide 25: Board & Management
Board & Management Michael Scivolo Alexander Biggs Rachelle Domansky Basil Conti Non-Executive Chairman Non-Executive Director Non-Executive Director Non-Executive Director Mr Scivolo is an experienced Director, having Mr Biggs is a qualified mining and mechanical Ms. Domansky is an ESG specialist a