Podium Minerals Limited · ASX:POD
Podium Minerals — Investor Presentation (March 2026)
25 slides from Podium Minerals's investor presentation, March 2026
Slide 1: Podium Minerals Company Presentation
PODIUM MINERALS LTD COMPANY PRESENTATION Advancing Australia’s Premier PGM Project March 2026 | ASX: POD
Slide 2: Important notice
Important notice This Investor Presentation (Presentation) has been prepared by Podium Minerals Limited (ACN 009 July 2022, 29 July 2022, 2 August 2022, 18 August 2022, 6 September 2022, 8 September 2022, 4 200 079) (Company). October 2022, 6 October 2022, 20 October 2022, 31 October 2022, 3 Novembe
Slide 3: Podium Minerals and the Parks Reef PGM Project
Podium Minerals and the Parks Reef PGM Project Rapidly advancing Australia’s premier PGM development Significant 7.6Moz 5E1 PGM Resource on ~15km strike length with NORTH strong growth potential at depth, plus Cu-Au Zone2 enhancing scale and optionality NEW game-changing concentrator flowsheet deliv
Slide 4: Corporate snapshot: Podium Minerals (ASX:POD)
Corporate snapshot: Podium Minerals (ASX:POD) Strong balance sheet, committed register Cash and capital structure Share price performance $0.12 Cash (at 31 December 2025) A$11.9 M $0.09 Shares on issue 989.6 M $0.06 Listed options on issue (strike @ A$0.06, exp 22 Dec 2026) 309.4 M $0.03 Market Cap
Slide 5: Building a market-leading team to deliver
Building a market-leading team to deliver Recent powerhouse appointments to Board and senior leadership group ROD BAXTER • 35+ years' experience leading listed mining and engineering companies (incl. Cons. Min.) Shareholder Managing Director & CEO • Former Divisional Director at Anglo American Plati
Slide 6: Parks Reef is a globally significant PGM deposit
Parks Reef is a globally significant PGM deposit with substantial untapped growth upside at depth
Slide 7: Parks Reef has significant scale and substantial upside at depth
Parks Reef has significant scale and substantial upside at depth Extending across a 15km strike length and delineated to a wide-open depth of only 250m Parks Reef Resource (to 250m depth): Pt Pd Rh Ir Au 5E PGM Cu Ni Co PGM Zone (183Mt Resource1) 3.7Moz 3.2Moz 0.3Moz 0.1Moz 0.4Moz 7.6Moz 103kt 143kt
Slide 8: Discrete mineralised zones deliver value-additive levers
Discrete mineralised zones deliver value-additive levers Robust, flexible flowsheet provides potential to optimally process discrete Parks Reef mineralised zones Ore Body Schematic1 Typical mineral distribution profile at Parks Reef (PRRC164) 4.00 0.70 (Cross section West East) COPPER-GOLD ZONE HG
Slide 9: High-value PGM++ mineral composition
High-value PGM++ mineral composition Attractive basket of metals delivering excellent in-situ opportunity The Podium Basket of Metals1 Pt (A$ per 5E PGM Oz) 47% Podium Rh 3% Pt Pd Cu-Au Zone 5E Ounce Co 7% adds +15% (Prill Ir 2% Pt 29% to total Split2) Pd Au 8% Rh Ir Ni 11% 6% basket 41% 10% 34% val
Slide 10: Delivery of the transformational concentrator flowsheet
Delivery of the transformational concentrator flowsheet has unlocked a new era of commercial opportunity and strategic optionality for Podium
Slide 11: Game-changing concentrator flowsheet delivered
Game-changing concentrator flowsheet delivered Unlocks a range of strategic product, revenue stream and project optimisation opportunities Block Flow Diagram Mine to Concentrator Transformational Concentrator Flowsheet • Concentrator verified at lab- scale using sulphide feed Mass Pull ~2% grading 1
Slide 12: Concentrator unlocks in-situ value, ushering in a new era for Podium
Concentrator unlocks in-situ value, ushering in a new era for Podium Paving the way for targeted commercialisation Robust Adaptable Process Outstanding Performance Market-Ready Products Podium has developed a The concentrator demonstrates Delivers two discrete high- game-changing concentrator up to
Slide 13: High-grade value-acceleration optionality delivered
High-grade value-acceleration optionality delivered Recent PGM Zone hanging wall test work further validates flexibility and performance of flowsheet Process optionality in Parks Reef Zone Bulk Sulphide Hanging Wall high-grade domains = Sample Grade (3E) 1.65 g/t 2.08 g/t Blending flexibility Fe
Slide 14: The fundamental outlook for PGM markets is strong
The fundamental outlook for PGM markets is strong – constrained supply, resilient demand and geopolitical competition, driving tight markets in deficit and underpinning price recovery.
Slide 15: Market fundamentals and macropolitical risks underpin prices
Market fundamentals and macropolitical risks underpin prices Long-awaited recovery in key metal prices now in full swing Platinum and Palladium Price Performance (1 Year) (US$/oz) $3,000 Platinum Palladium $2,800 3/03/2025 2/03/2026 % change $2,600 Platinum $962 $2,402 150% Palladium $946 $1,840 95%
Slide 16: PGMs are a critical enabler of modern life
PGMs are a critical enabler of modern life Found in the technologies that power, protect and connect our world The six PGMs Everyday uses of PGMs Automotive Clean Energy Medical Catalytic converters in Platinum and iridium Platinum-based drugs petrol and diesel vehicles catalyse hydrogen fuel cispla
Slide 17: 2026F global PGM balance: fundamentally undersupplied
2026F global PGM balance: fundamentally undersupplied Structural deficits set to continue in 2026 and beyond Total PGMs Total PGMs Automotive 3.1Moz Demand Supply ONGOING STRUCTURAL DEFICITS 41% South Africa 3.8Moz Industrial 2.1Moz 7.6Moz 70% 27% Platinum Jewellery 5.4Moz & Other Investments 2.4Moz
Slide 18: Overconcentrated, geopolitically unstable global supply
Overconcentrated, geopolitically unstable global supply Over 90% of annual primary Pt and Pd supply is produced in South Africa, Russia and Zimbabwe Mined supply under pressure Platinum mine supply challenges1 • South African supply base is fundamentally fragile: (Higher cost operations recording st
Slide 19: Strong PGM market conditions expected to continue
Strong PGM market conditions expected to continue The hybrid evolution and geopolitical competition are reshaping market expectations Automotive demand robust ICE/Hybrid to remain dominant drivetrain1 Global light vehicle production, M • Slower adoption of Battery Electric Vehicles (BEV) • BEV/ICE m
Slide 20: Systematically advancing Parks Reef towards commercialisation
We are systematically advancing Parks Reef towards commercialisation via further drilling, advanced metallurgical testwork, techno-economic evaluation and strategic business development
Slide 21: Current workstreams and key value catalysts
Current workstreams and key value catalysts Batch-continuous flowsheet testing marks a key milestone on the road to commercialisation Metallurgical Drilling Concentrator Flowsheet Optimisation Diamond drilling to provide sample Batch-continuous program on PGM Zone sulphide feed to deliver process ma
Slide 22: Resource extension and sample generative drilling in progress
Resource extension and sample generative drilling in progress Substantial Parks Reef drilling campaign running over 4 months; key results pipeline Designed to support concentrator flowsheet development and enhance resource understanding Target starter Proposed Metallurgical Target starter mine #1 (O
Slide 23: The strategy and team to deliver on the Parks Reef opportunity
The strategy and team to deliver on the Parks Reef opportunity Australia’s premier PGM business Existing Scale Growth Upside Advanced Tenure Unlocking Value 7.6Moz 5E in PGM Latent resource Granted Mining Adaptable, de-risked Resource plus extension potential Licences and native flowsheet based on a
Slide 24: Contact us
CONTACT US Rod Baxter (Managing Director & Chief Executive Officer) Ben Newton (Chief Financial Officer) E info@podiumminerals.com Level 4, 682 Murray St, West Perth, Western Australia 6005 T (+61) 8 9218 8878 W www.podiumminerals.com podium-minerals-limited @PodiumMinerals ACN 009 200 079
Slide 25: Appendix - Mineral Resource Estimate
Appendix - Mineral Resource Estimate Inferred Mineral Resource Estimate PGM Zone Pt Pd Rh Ir Au 5E PGM Cu Ni Co Inferred 183Mt Resource1 Grade 0.62g/t 0.55g/t 0.05g/t 0.02g/t 0.06g/t 1.30g/t 0.06% 0.08% 0.015% Metal 3.7Moz 3.2Moz 0.3Moz 0.1Moz 0.4Moz 7.6Moz 103kt 143kt 27kt Copper-Gold Zone Pt Pd Rh