Announcement PDF 15-16 October 2025 | Ignite Investment Summit ASX:OD6 OD6 Metals Australian Rare Earths and Copper Splinter Rock Rare Earth Project Leveraging the Rising Tide for REE’s Gulf Creek Drilling Commencing to Follow up High-Grade Copper in Massive Sulphides OD6 METALS | AUSTRALIAN CRITICAL MINERALS Disclaimer This presentation has been prepared by OD6 Metals Ltd (ACN 654 839 602) (OD6) and is current as at the date of this document. The information contained in this presentation is for informational purposes only and does not constitute an offer to issue, or arrange to issue, securities or other financial products. The information contained in this presentation is not investment or financial product advice and is not intended to be used as the basis for making an investment decision. The presentation has been prepared without considering the investment objectives, financial situation or needs of any particular person. Before making an investment decision, you should consider, with or without the assistance of a financial adviser, whether an investment is appropriate considering your particular investment needs, objectives and financial circumstances. Past performance is no guarantee of future performance. Any securities that may be issued by OD6 should be considered speculative and there is no guarantee implied or explicit that there will be a return on the capital invested or that any dividend will be paid or that there will be an increase in the price or value of OD6’s shares in the future. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions contained in this presentation. To the maximum extent permitted by law, none of OD6, its directors, employees or agents, nor any other person accepts any liability, including, without limitation, any liability arising out of fault of negligence, for any loss arising from the use of the information contained in this presentation. In particular, no representation or warranty, express or implied is given as to the accuracy, completeness or correctness, likelihood of achievement or reasonableness or any forecasts, prospects or returns contained in this presentation nor is any obligation assumed to update such information. Such forecasts, prospects or returns are by their nature subject to significant uncertainties and contingencies. No New Information The information in this report relating to the Mineral Resource estimate for the Splinter Rock Project is extracted from the Company’s ASX announcement dated 29 May 2024. OD6 confirms that it is not aware of any new information or data that materially affects the information included in the original announcement and that all material assumptions and technical parameters underpinning the Mineral Resource estimate continue to apply. This document contains information extracted from ASX market announcements reported in accordance with the 2012 edition of the “Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves” (2012 JORC Code) and available for viewing at https://www.od6metals.com.au/investors/asx- announcements/. OD6 confirms that it is not aware of any new information or data that materially affects the information included in any original ASX market announcement. Forward Looking Statements Certain statements contained in this presentation, including information as to the future financial or operating performance of OD6 and its projects, are forward looking statements. Such forward looking statements: • may include, among other things, statements regarding incomplete and uncertain proposals or targets, production and prices, operating costs and results, capital expenditures, and are or may be based on assumptions and estimates related to future technical, economic, market, political, social and other conditions; • are necessarily based upon several estimates and assumptions that, while considered reasonable by OD6, are inherently subject to significant technical, business, economic, competitive, political and social uncertainties and contingencies; and • involve known and unknown risks and uncertainties that could cause actual events or results to differ materially from estimated or anticipated events or results reflected in such forward-looking statements. OD6 disclaims any intent or obligation to update publicly any forward-looking statements, whether as a result of new information, future events or results or otherwise. The words “believe”, “expect”, “anticipate”, “indicate”, “contemplate”, “target”, “plan”, “intends”, “continue”, “budget”, “estimate”, “may”, “will”, “schedule” and similar expressions identify forward looking statements. All forward looking statements made in this presentation are qualified by the foregoing cautionary statements. Recipients are cautioned that forward looking statements are not guarantees of future performance and accordingly investors are cautioned not to put undue reliance on forward looking statements due to the inherent uncertainty therein. No representation is made that, in relation to the tenements the subject of this presentation, OD6 has now or will at any time in the future develop further resources or reserves within the meaning of the Australian Code for Reporting of Exploration Results, Mineral resources and Ore Reserves (The JORC Code). Cautionary Statement In relation to photographs of mine-spoil material, from Gulf Creek no representation as to the composition of the rocks is presented here. Laboratory assay results are required to determine the grade of mineralisation and the Company will update the market when check sampling and assay results are received and compiled. The Competent Person advises that the photographs contained in this Presentation are not necessarily representative of the geology exploited by historic mines at Gulf Creek and are not to be construed as being representative of potentially economic mineralisation. 2 IMPORTANT INFORMATION OD6 METALS | AUSTRALIAN CRITICAL MINERALS 3 Two Australian Critical Minerals Projects Presents Significant Share Price Upside INVESTMENT HIGHLIGHTS • Strong Rare Earth and Copper Demand Fundamentals • Splinter Rock Rare Earths Project 1 o 682Mt at 1,338 ppm TREO JORC Resource o Outstanding Metallurgical Results to Lower CAPEX o Premium MREC and MREH with High Payability o Offtake Engagement - America, Europe & Asia o Positive Study Outcomes - ANSTO and CPC o Accelerated Scale up Testing at ANSTO • Gulf Creek Copper Project 2 o Copper up to 4.6% Confirmed in Phase 1 Drilling o High Grade Production History (Up to 12% Cu) o Multiple High Priority, Untested Targets o 7-hole, ~1,750m Drill Program to Commence October 1. Refer to ASX Announcement High Quality MREC produced 2. Refer to ASX Announcement High Grade Copper Massive Sulphides ASX:OD6 Splinter Rock Rare Earth Tenements REE Clay Basins OD6 METALS | AUSTRALIAN CRITICAL MINERALS hydrogen helium 1 2 H He lithium beryllium boron carbon nitrogen oxygen fluorine neon 3 4 5 6 7 8 9 10 Li Be B C N O F Ne sodium magnesium aluminium silicon phosphorus sulfur chlorine argon 11 12 13 14 15 16 17 18 Na Mg Al Si P S Cl Ar potassium calcium scandium titanium vanadium chromium manganese iron cobalt nickel copper zinc gallium germanium arsenic selenium bromine krypton 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 K Ca Sc Ti V Cr Mn Fe Co Ni Cu Zn Ga Ge As Se Br Kr rubidium strontium yttrium zirconium niobium molybdenum technetium ruthenium rhodium palladium silver cadmium indium tin antimony tellerium iodine xenon 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 Rb Sr Y Zr Nb Mo Tc Ru Rh Pd Ag Cd In Sn Sb Te I Xe cesium barium hafnium tantalum tungsten rhenium osmium iridium platinum gold mercury thallium lead bismuth polonium astatine radon 55 56 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 Cs Ba Hf Ta W Re Os Ir Pt Au Hg Tl Pb Bi Po At Rn francium radium rutherfordium dubnium seaborgium bohrium hassium meiterium darmstadtium roentgenium copernicium nihonium flerovium moscovium livermorium tennessine oganesson 87 88 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 Fr Ra Rf Db Sg Bh Hs Mt Ds Rg Cn Nh Fl Mc Lv Ts Og lanthanum cerium praseodymium neodymium promethium samarium europium gadolinium terbium dysprosium holmium erbium thulium ytterbium lutetium 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 La Ce Pr Nd Pm Sm Eu Gd Tb Dy Ho Er Tm Yb Lu actinium thorium protactinium uranium neptunium plutonium americium curium berkelium californium einsteinium fermium mendelevium nobelium lawrencium 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 Ac Th Pa U Np Pu AmCm Bk Cf Es Fm Md No Lr 5 Four Critical, High Value Metals, Which Captures 90% of the MREC Product Value CRITICAL MAGNET RARE EARTH ELEMENTS Pr Praseodymium 59 Nd Neodymium 60 Dy Dysprosium 66 Tb Terbium 65 • Electric vehicles • Wind turbines • Electric vehicles • Wind turbines • Semiconductors • Electric vehicles • Wind turbines • Nuclear reactors • Semiconductors • Xray's • High temp fuel cells • Electric vehicles • Wind turbines • Semiconductors Light rare earth elements Heavy rare earth elements Light rare earth elements Heavy rare earth elements OD6 METALS | AUSTRALIAN CRITICAL MINERALS 6 Inside Centre to be the Cornerstone Deposit at Splinter Rock 1. Refer to ASX Announcement Mineral Resource Estimate Doubles 2. Refer to ASX Announcement IXI Improves Processing Flowsheet 3. Refer to ASX Announcement High Quality MREC produced GLOBALLY SIGNIFICANT CLAY-HOSTED RARE EARTH DISCOVERY • 682Mt at 1,338 ppm TREO (at a 1,000ppm cut-off grade) for 910 kt contained TREO 1 • High-value MagREO represents an average of ~23% of TREO grade for 205 kt contained MagREO 1 • High Grade Inside Centre Prospect 119Mt at 1,632ppm TREO (Indicated) • Overall Process Recoveries of ~75% 2 • High-quality MREC ~56% & MREH ~59% TREO 3 • +90% of product value from Nd + Pr + Dy +Tb • Located close to port of Esperance away from farmland • No private royalties MagREO (Magnet Rare Earth Oxide) = Nd2O3 + Pr6O11 + Tb4O7 + Dy2O3 OD6 METALS | AUSTRALIAN CRITICAL MINERALS 7 Upside to Towards Billions of Tonnes – Across a Tenement Holding Area of 949 km2 RESOURCE GROWTH POTENTIAL • Current resource based on drilling <10% of clay basins identified • Inside Centre has direct extensions of thick REE high-grade zones pending extensional drilling • Centre Basin Extends >30km to the NE to Tighthead • Potential to exceed well beyond 1 billion tonnes • Has the best zone even been discovered ? 1. Refer to ASX Announcement Mineral Resource Estimate Doubles 2. Refer to ASX Announcement Start of the Art Modelling Reveals Basin Extensions Inside Centre Indicated Resource OD6 METALS | AUSTRALIAN CRITICAL MINERALS 8 Indicated MRE OF 119Mt at 1,632ppm TREO (at 1,000ppm TREO cutoff grade) INSIDE CENTRE - A HIGH GRADE STAND OUT Inside Centre to be the focus of future works Refer to ASX Announcement Mineral Resource Estimate Doubles OD6 METALS | AUSTRALIAN CRITICAL MINERALS 9 Rare Earths Recovered with Simple Heap Leach OUTSTANDING METALLURGICAL RESULTS • Simple acidic heap leach • Capital intensive processing steps removed - tanks, thickening, clay washing, solid liquid separation • Excellent overall Nd and Pr recovery of ~75% inclusive of impurity removal • 84.5% of HCl recycled using Nanofiltration = 7.5 kg HCl/t ore consumption 1. Refer to ASX Announcement Heap Leach Improves Met Recoveries 2. Refer to ASX Announcement IXI Improves Processing Flowsheet 3. Refer to ASX Announcement High Quality MREC produced 4. Refer to ASX Announcement Innovative Process Flowsheet Selected with High Recoveries 0 10 20 30 40 50 60 70 80 La Ce Pr Nd Sm Eu Gd Tb Dy Ho Er Tm Yb Lu Y TREY Total REE % Recovery Inside Centre Deposit - Extraction by REE OD6 METALS | AUSTRALIAN CRITICAL MINERALS 10 Simplified Processing Pathway to Produce High Quality Low Impurity Product INNOVATIVE PROCESSING STEPS 1. Refer to ASX Announcement Innovative Process Flowsheet Selected with High Recoveries 2. Refer to ASX Announcement Nanofiltration Reduces Acid Requirements By Over 80% • 84.5% Acid Recycling with Nanofiltration (NF) • 69% reduction in liquor volume sent to Ion Exchange (IX) and Impurity Removal (IR) Circuits • High quality MREC and MREH ~56-59% TREO and Low Impurity (Al, Fe, Si, U, Th) • Product quality meets or exceeds global MREC and MREH benchmarks OD6 METALS | AUSTRALIAN CRITICAL MINERALS 11 Existing Australian Infrastructure a Key Differentiating Factor PRIME LOCATION FOR FUTURE DEVELOPMENT ESTABLISHED ESPERANCE TOWNSHIP • Proximate to large coastal town Esperance. • Local workforce potential for any future development READY ACCESS TO ESPERANCE BULK PORT • Esperance Port handles over 200 ships p.a. • Cape size vessel capacity • Regular container ships link to the export market SERVICED BY EXISTING ROAD NETWORK • Established, well maintained road network connecting Splinter Rock to town and port LOCAL RENEWABLE POWER CONNECTED • Proven renewable energy production • Esperance has Dual 4.5 MW wind turbines plus 4 MW solar farm and gas turbines OD6 METALS | AUSTRALIAN CRITICAL MINERALS 12 BENCHMARKING SHOWS POTENTIAL LOW CAPEX PROJECT OD6 IXR MEI VMM VTM BCM LIN ILU ARU Location Australia Uganda Brazil Brazil Australia Brazil Malawi Australia Australia Ore Type Clay Hosted Clay Hosted Clay Hosted Clay Hosted Clay Hosted Clay Hosted Hard Rock Monazite Hard Rock Monazite Hard Rock Apatite Processing Method Heap Leach at Ambient Heap Leach at Ambient Leach Tanks at Ambient Leach Tanks at Ambient Leach Tanks at 60-90oC In-situ Leach Gravity, Mag Sep & Float Crack, Leach, Purify, SX Mill, Float, Leach, Bake, SX Product MREC/H MREC MREC MREC MREC MREC Monazite Conc. Nd Pr Dy Tb Oxides NdPr Oxide + SEG/HRE Oxide Resource Grade TREO 1,338 ppm 640 ppm 2,359 ppm 2,508 ppm 493 ppm 746 ppm 2.14 % Mixed 2.6 % Feed Grade TREO 1,632 ppm 848 ppm 3,701 ppm 3,380 ppm 520 ppm 1,113 ppm 2.9 % Mixed 2.9 % Annual Throughput TBA 5 Mtpa 6 Mtpa 5 Mtpa 8 Mtpa 9 Mtpa 536 ktpa Variable 1.05 Mtpa TREO Recovery ~70-75% 35 % 55 % 57 % 86 % # 48 % 60 % Not stated 80 - 85% REO Production TBA 1,160 t 13,584 t 9,448 t 1,913 t excludes Ce+La 4,800 t 8,259 t 15,100 t 5,013 t Payability Assumed 70-75 % 70 % 70 % 70 % 85 % 70 % 50-60 % 100 % 70 - 100 % CAPEX TBA US$120 M US$443 M US$354 M US$219 M US$55 M US$40 M ~US$1,200 M US$1,226 M Capital Intensity per tonne REO or NdPr TBA US$104,803 US$32,611 US$37,468 US$114,479 US$11,458 US$4,843 US$79,470 US$244,564 Annual OPEX $/kg REO or NdPr TBA US$52.99 /kg REO US$13,53 / kg REO US$9.30 / kg REO US$69.32 /kg REO US$6.15 / kg REO US$3.70 /kg REO US$37 / kg NdPr US$43.7 / kg NdPr Market Capitalisation1 ~$12 M ~$91 M ~$303 M ~$131 M ~$192 M ~$30 M ~$308 M ~$2.7 B ~$455 M Link to Source DFS Report 20 March 2023 PFS Report 21 July 2025 PFS Report 9 July 2025 Scoping Study 12 March 2025 Scoping Study 26 Feb 2025 FS Report 1 July 2024 Update Econ. 6 Dec 2024 Debt Funding 23 July 2024 12 # recovery post +53um material removal 1. As at 26 August 2025 OD6 METALS | AUSTRALIAN CRITICAL MINERALS 13 US Government determination to develop domestic critical minerals underpins REE industry revival US Department of Defense invests US$400M in direct equity in America’s largest REE producer – MP Materials, operator of the Mountain Pass mine in California RARE EARTHS MARKET HEATING UP The deal includes offtake & minimum price guarantees for NdPr at a significant premium to current spot Subsequently, Apple have entered into a US$500M agreement to buy rare earths magnets from MP Materials Chinese REE export restrictions intensifies US Government efforts to establish a domestic REE supply chain ASX:OD6 Gulf Creek Copper Historic High-Grade Copper-Zinc Mine (1896-1912) OD6 METALS | AUSTRALIAN CRITICAL MINERALS 15 Perfectly Positioned For Project Development GULF CREEK COPPER • Tier 1 Location: Northern NSW, Australia • Ideally located with road access to Port of Newcastle • Situated between two renewable energy zones (REZ) • 83km from the nearest gas pipeline and rail lines GULF CREEK COPPER 23.75 km2 Tenement Area OD6 METALS | AUSTRALIAN CRITICAL MINERALS 16 MAIDEN DRILLING COMPLETE & PHASE 2 READY • Successfully 6 hole maiden drill program confirmed high-grade copper o 8m @ 1.41% Cu, 1.26% Zn, 7.08g/t Ag o 6m @ 1.32% Cu, 2.82% Zn, 9.02g/t Ag o 1m @ 4.33% Cu, 1.02% Zn, 2.5g/t Ag • Strong relationship between magnetism and massive sulphide mineralisation • Phase 2 drilling to test repeat structures identified by magnetic geophysics modelling • Downhole EM and magnetics to further identify follow up targets Plan view of Phase 1 drilling Exploration Targeting Methodology Confirmed Refer to ASX Announcement High Grade Copper Massive Sulphides OD6 METALS | AUSTRALIAN CRITICAL MINERALS 17 GULF CREEK COPPER – HIGH GRADE VMS SYSTEM Formation of a copper and zinc rich VMS System with magnetite association Gulf Creek is a Classic VMS System Formed on the sea-floor when hydrothermal vents deposited copper rich sulphides OD6 METALS | AUSTRALIAN CRITICAL MINERALS Very elevated grades (up to 4.6% Cu) within hole GC0004 GULF CREEK – HIGH-GRADE COPPER CONFIRMED 18 Chip Trays from Hole GC0004 showing the classic VMS stratigraphic succession from hanging wall sediments, jaspilite, disseminate to semi-massive to massive sulphides to footwall basalts Refer to ASX Announcement High Grade Copper Massive Sulphides OD6 METALS | AUSTRALIAN CRITICAL MINERALS Magnetism Correlates with Copper in GCC004 MAGNETIC SUSCEPTIBILITY AND MINERALISATION 0 5 10 15 20 25 30 0 10 20 30 40 50 60 70 80 90 100 110 120 130 140 150 160 170 180 190 200 210 220 230 240 250 260 Magnetic Susceptibility *10-3 SI GCC004 Downhole Depth Bobs Creek formation Non-Magnetic sediments Hanging wall exhalative jaspilite Non-magnetic Mineralised zone – strongly magnetic either side of the massive sulphides Footwall basalts moderately magnetic Footwall sediments – low magnetic ~ x 25 times increase in magnetic susceptibility due to hydrothermal magnetite association in mineralized zone Top of footwall basalts higher magnetic susceptibility due to hydrothermal magnetite OD6 METALS | AUSTRALIAN CRITICAL MINERALS 20 Multiple Extensional and Repeat Magnetic Targets Indicated by 3D Inversion Modelling1 VMS SYSTEMS KNOWN FOR REPEAT STRUCTURES Long section1 zoomed out • Geophysical modelling has identified multiple, high priority and untested targets 1 • 7 priority holes at Big Bend, NorthWest and West Limb Targets ~1,750m • Drilling to commence in late September • Program can be expanded based on success with 25-hole, ~7,500m permitted • >3km of untested target magnetite-VMS target horizon in immediate mine area • Potential >10km across entire tenement Refer to ASX Announcement High Grade Copper Massive Sulphides OD6 METALS | AUSTRALIAN CRITICAL MINERALS >10km Target Horizon including Historic Murchison Mine SCALE POTENTIAL Refer ASX Announcement New Potential VMS Copper Targets at Gulf Creek 21 OD6 METALS | AUSTRALIAN CRITICAL MINERALS 22 High Calibre Leadership Team and Tight Capital Structure CORPORATE SNAPSHOT Mr Brett Hazelden MANAGING DIRECTOR Dr Darren Holden Geological Advisor Mr Piers Lewis NON-EXECUTIVE CHAIRMAN Dr Mitch Loan NON-EXECUTIVE DIRECTOR Capital Structure ASX: OD6 Price per share 1 A$0.060 Total number of shares on issue 1 198.93M Performance rights and options 2 86.87M Market capitalisation (undiluted) 1 A$13.1M Cash 2 A$3.0M Debt 2 Nil Enterprise value A$10.1M Share Price 12 Month History A$/share Register Detail 1. As at 8 October 2025 2. Cash balance as at 1 October 2025 21% 8% 2% 69% Founders (exc. Directors and Management) Directors and Management Family Offices and Institutions Retail / Other CONTACT US LUCAS ROBINSON Investor Relations lucas@corporatestorytime.com +61 408 228 889 23 REGISTERED OFFICE c/o LCP Group Level 1, 50 Kings Park Road West Perth WA 6005 Phone: +61 8 6189 8515 Email: info@od6metals.com.au SHARE REGISTRY Computershare Investor Services Level 11, 172 St Georges Tce Perth WA 6000 www.od6metals.com.au ASX:OD6 CONTACT US OD6 METALS | AUSTRALIAN CRITICAL MINERALS 24 At 1,000ppm Cut Off Grade SPLINTER ROCK MINERAL RESOURCE ESTIMATE Prospect Category Tonnes (Mt) TREO (ppm) Pr6O11 (ppm) Nd2O3 (ppm) Tb4O7 (ppm) Dy2O3 (ppm) MagREO (ppm) MagREO (% of TREO) Inside Centre Indicated 119 1,632 79 271 2 12 366 22.4% Centre Inferred 276 1,342 65 228 3 15 310 23.1% Centre NW Inferred 21 1,255 65 227 3 14 309 24.6% Scrum Inferred 126 1,228 58 210 3 15 285 23.2% Prop Inferred 94 1,160 53 190 2 13 259 22.3% Flanker Inferred 45 1,250 59 212 3 16 290 23.2% Total I+I 682 1,338 64 226 3 14 307 22.9% GLOBALY SIGNIFICANT HIGH GRADE CLAY HOSTED MINERAL RESOURCE ESTIMATE (MRE) TREO (Total Rare Earth Oxide) = La2O3 + CeO2 + Pr6O11 + Nd2O3 + Sm2O3 + Eu2O3 + Gd2O3 + Tb4O7 + Dy2O3 + Ho2O3 + Er2O3 + Tm2O3 + Yb2O3 + Lu2O3 + Y2O3 MagREO (Magnet Rare Earth Oxide) = Nd2O3 + Pr6O11 + Tb4O7 + Dy2O3 % Magnet REO = (MagREO / TREO)*100 For full Mineral Resource estimate details refer to OD6 ASX announcement 29 May 2024, “Mineral Resource Estimate Doubles”. OD6 is not aware of any new information or data that materially affects the Mineral Resource estimate included in that release. All material assumptions and technical parameters underpinning the Mineral Resource estimate in that release continue to apply and have not materially changed. Refer to ASX Announcement Mineral Resource Estimate Doubles