Nova Minerals Limited · ASX:NVA
Nova Minerals — Alaska Sustainable Energy Conference (May 2026)
12 slides from Nova Minerals's conference presentation, May 2026
Slide 1: Securing U.S. domestic antimony supply based in Alaska
MAY 2026 Securing U.S. domestic antimony supply based in Alaska Alaska Sustainable Energy Conference NASDAQ: NVA | ASX: NVA ASX: NVA | NASDAQ: NVA www.novaminerals.com.au novaminerals.com.au
Slide 2: Disclaimer
Disclaimer General This presentation has been prepared by Nova Minerals Ltd (ACN 006 690 348) (Company) based on information from its own- and third-party Forward-looking information involves known and unknown risks, uncertainties, and other factors which may cause the actual results, performance so
Slide 3: Disclaimer – Forward Looking Statements
Disclaimer Forward Looking Statements All statements in this presentation, other than those relating to historical facts, are “forward-looking statements.” These forward-looking statements may include, but are not limited to, statements relating to our objectives, plans, and strategies; statements t
Slide 4: U.S. Critical Minerals Net Import Reliance
U.S. Critical Minerals Net Import Reliance USGS mineral commodity summaries report 2025 – selected minerals The U.S. remains heavily reliant on foreign sources for many critical minerals, Alaska creating strategic supply- chain risks SOURCE: USGS MAY 2026 NOVEMBER 2025 4
Slide 5: The Estelle Project
The Estelle Project Highly Elevated Critical Minerals Concentrations Earth Estelle World Production (%)** World Reserves (Kt)** Critical Elements Symbol Average Maximum Uses (Estelle Project) (ppm) (ppm)* USA China/Russia USA China/Russia Antimony Sb 0.2 605,000 0 85 60 700 Micro-electronics, muniti
Slide 6: Antimony Uses (USGS)
Antimony Uses (USGS) The most important critical mineral you have never heard of Key Properties 16% Chemicals 12% Paints, plastics, Ceramic & Glass Heat and flame resistance adhesives, mixed with alloys Smart phone screens, camera lenses, binoculars, Anti-corrosion energy efficient windows Ability t
Slide 7: Estelle's Antimony Assets
Estelle’s Antimony Assets Fully-funded to establish a U.S. domestic antimony supply chain by late 2026/2027 Key Highlights 7 Antimony-gold prospects Up to 60.5% Sb Surface outcropping, with 20+ samples > 20% Sb US$43.4M 1 of 2 projects in the U.S. with DoW funding 2026/27 Core Differentiators Target
Slide 8: Key Antimony Prospects
Key Antimony Prospects High-grade antimony, massive stibnite in outcrop Styx Stibium High-grade antimony High-grade antimony 9 samples > 1% Sb up to 54.1% Sb 12 samples > 30% Sb up to 60.5% Sb The main Styx occurrence is a >1m thick Surface sampling has identified an 800m quartz-stibnite vein (up to
Slide 9: Port MacKenzie – CM Processing Hub
Port MacKenzie – CM Processing Hub Emerging fully integrated domestic antimony producer based in Alaska 42.81 acres secured for downstream refinery with land permitted for a commercial operation High-grade antimony of a U.S. Critical and gold with Minerals 5 samples > 1Production g/t Au up to 9.8 Hu
Slide 10: Vertically Integrated Antimony Project
Vertically Integrated Antimony Project Proposed fully secured and integrated U.S. domestic antimony supply chain based in Alaska Estelle Project Feedstock from Feedstock from Out of state historical existing mines feedstock reclamations Concentrator for West Susitna Access Refinery Feedstock Road Co
Slide 11: Critical Minerals
Critical Minerals Estelle’s antimony will help address specific vulnerabilities in the U.S. supply chain The Estelle project represents the first fully domestic Factor Current Status Projected Impact of Estelle antimony supply chain in decades, reducing U.S. vulnerability to supply China and Russia
Slide 12: Thank You
Thank You Nova Minerals Limited Main Operations Office Whiskey Bravo Airstrip Suite 5 T +61 3 9537 1238 Matanuska-Susitna Borough, 242 Hawthorn Road E info@novaminerals.com.au Alaska, USA Caulfield W www.novaminerals.com.au 1150 S Colony Way Suite 3-440, Palmer, Victoria 3161 AK 99645 Australia NASD
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