Greatland Resources Limited · ASX:GGP
Greatland Resources — Mining Forum Americas 2025
23 slides from Greatland Resources's conference presentation, Sep 15, 2025
Slide 1: A New Australian Gold-Copper Producer
A New Australian Gold-Copper Producer 100% owner of Havieron and Telfer Mining Forum Americas 2025 15 September 2025
Slide 2: Disclaimer
Disclaimer The summary information contained in this document has been provided solely for information purposes and does not purport to be comprehensive or contain all the information that may be required by recipients to evaluate Greatland Resources Limited (together, Greatland or Company). This do
Slide 3: A new leading Australian gold-copper producer
A new leading Australian gold-copper producer Owner of the Telfer mine & world-class brownfield ASX and AIM listed Havieron project in WA following ASX listing in June 2025 Port Hedland Telfer mine Havieron project FY25 in seven months of ownership:1 198.3koz gold produced @ AISC FY26 guidance:1 Pat
Slide 4: Company overview
Company overview Capitalisation1 Share price (1 September 2025) $6.09 Shares outstanding 671m Market capitalisation $4,088m Cash (at 30 Jun 2025) $575m Debt (at 30 Jun 2025) 2 - Net cash (at 30 June 2025) $575m Working capital facility 3 $75m Total Available Liquidity (at 30 June 2025) $650m Listing
Slide 5: Telfer at a glance
Telfer at a glance Telfer is an iconic Western Australian gold-copper mine that Greatland acquired in December 2024 Established large scale open pit and underground contract mining operations 20Mtpa combined nominal processing capacity across two dual 10Mtpa trains 3rd largest gold-copper processing
Slide 6: Havieron at a glance
Havieron at a glance Havieron is a world-class Australian gold-copper development project located 45km from Telfer World-class, high grade underground gold-copper deposit that will utilise existing Telfer infrastructure located 45km away Compact 650m strike length and large 100kt average stopes expe
Slide 7: Leading new ASX gold company
Leading new ASX gold company Greatland joined the ASX in June 2025 and was immediately established as a substantial mid-cap Australian gold producer ASX listed gold companies by market cap (A$bn) 1 28.7 18.3 6.4 5.7 5.4 4.9 4.1 3.9 3.7 3.6 3.5 3.5 2.7 2.0 1.9 1.7 1.5 1.5 1.3 (1) Market data sourced
Slide 8: Experienced technical leadership team
Experienced technical leadership team Greatland has assembled an experienced technical leadership team with a strong track record Greatland Years of Greatland Years of Employee Prior roles include Employee Prior roles include Position experience Position experience Managing CFO Group Mining Manager
Slide 9: FY25 Financial Highlights
FY25 Financial Highlights 1 Strong financial results, reflecting only ~7 months of Telfer ownership from acquisition completion on 4 December 2024 to 30 June 2025 Revenue EBITDA EBITDA per ounce $961.3 million $526.7 million $2,917 per oz gold sold From the sale of: Enabled by low cost production wi
Slide 10: Rapid payback of acquisition consideration
Rapid payback of acquisition consideration Considerable value has already been realised by Greatland in the first seven months of Telfer ownership Acquisition consideration paid Greatland FY25 financial performance Go forward to Newmont to date1 A$m basis 1.1x $601m After just ~7 months of $541m own
Slide 11: Telfer is the third largest gold or gold-copper processing capacity in Australia
Telfer is the third largest gold or gold-copper processing capacity in Australia Australian Gold or Gold-Copper Plant Processing Capacity Plant throughput (Mtpa) 45 Modular plant provides optionality: 40.0 40 Telfer is the only operating processing plant in the Paterson region Telfer has two 10M
Slide 12: Investment is being made across mine development, infrastructure and fleet for multi-year life extension at Telfer
Investment is being made across mine development, infrastructure and fleet for multi-year life extension at Telfer FY26 Telfer growth capital guidance of $230 – 260m1 to fund key investments in further life extension Investing in Telfer’s multi-year life extension FY26 Telfer Growth Capital1 FY26 FY
Slide 13: Including 240km Telfer drilling planned in FY26, the largest program in its history
Including 240km Telfer drilling planned in FY26, the largest program in its history Targeting extensions and conversions at West Dome open pit, Main Dome underground and West Dome Underground Transformational FY26 for Telfer drilling, Telfer drilling by financial year (km) 1 with >240km of drilling,
Slide 14: Greenfield exploration portfolio in the prospective Paterson region surrounding Telfer
Greenfield exploration portfolio in the prospective Paterson region surrounding Telfer Where ownership of the significant Telfer infrastructure enables a ‘hub and spoke’ strategy to potentially incorporate additional ore from regional sources Greatland has an exploration portfolio covering >2,000k
Slide 15: Havieron is the second largest undeveloped high-grade gold project in Australia
Havieron is the second largest undeveloped high-grade gold project in Australia Australian Gold Projects – Current Mineral Resource 1 Contained Oz 2 Resource Grade (Moz Au) (g/t Au) 12.0 Havieron Contained Oz (Moz) Contained Oz (Moz) Grade (g/t Au) Existing processing solution 10.0 11.2 9.0 10.0 8.0
Slide 16: World-class project
World-class project Havieron is a world-class project that is partially developed and will utilise existing Telfer infrastructure Feasibility Havieron Feasibility Study is targeted for completion in the Study December quarter 2025 Initial Mining Rate Expanded Mining Rate 2.8Mtpa 4.0 - 4.5Mtpa Expand
Slide 17: Financing
Financing $650m liquidity at 30 June 2025, with $575 million cash and debt finance support and hedging in place with banking syndicate ANZ, HSBC and ING Bank 1 3 4 Strong Cash Position Gold Put Options Havieron Debt Facilities 1. Cash: $575m (at 30 June 2025) Greatland has secured downside price pro
Slide 18: Conclusion
Conclusion
Slide 19: Investment proposition
Investment proposition A new Australian gold-copper producer with a platform for growth Production Mine life Infrastructure Funding Growth Telfer is a top 10 World class Havieron Leveraging the scale Strong balance sheet Investing in Australian gold- development and flexibility of with available exp
Slide 20: For further information
For further information info@greatland.com.au https://greatland.com.au
Slide 21: Executive team Board of directors
Executive team Board of directors Shaun Day Mark Barnaba Managing Director Non-Executive Chairman Mining and infrastructure focused finance executive Deputy Chairman of Fortescue Metals Group Previously CFO of Northern Star Resources, Sakari Resources and Straits Resources Previously Board M
Slide 22: Mineral Resource & Ore Reserve statement
Mineral Resource & Ore Reserve statement Table 1: Greatland December 2024 Group Mineral Resource Estimate 1 Table 3: Greatland Havieron December 2023 Mineral Resource Estimate 3 Tonnage Grade Metal content Tonnage Grade Metal content Domain Classification (Mt) Au (g/t) Cu (%) Au (Moz) Cu (kt) Domain
Slide 23: Australian undeveloped gold projects mineral resource data
Australian undeveloped gold projects mineral resource data Contained Gold Resource Grade Project Company Source (Moz) (g/t Au) Hemi Northern Star Resources 11.2 1.3 ASX Announcement 2 December 2024 “Northern Star agrees to acquire De Grey” As per Greatland Resources Limited’s Replacement Prospectus