Announcement PDF ASX : OD6 Advancing USA and Australian Critical Mineral Projects Investor Briefing 7 October 2026 OD6 METALS | A CRITICAL MINERALS COMPANY 2 IMPORTANT INFORMATION 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 a summary and 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 This document contains information extracted from OD6’s ASX market announcements reported in accordance with the 2012 edition of the “Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves” (JORC Code), which were prepared by a Competent Person in accordance with the JORC Code and are available for viewing at https://www.od6metals.com.au/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. The Company confirms that the form and context in which each relevant Competent Person's findings are presented have not been materially modified from those announcements 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. 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 JORC Code. OD6 METALS | A CRITICAL MINERALS COMPANY 7% 4% 18% 71% Founders Directors and Management Family Offices and Institutions Retail / Other 3 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 4 A$0.098 Total number of shares on issue 2 367.70 M Unlisted options 1 37.55 M Listed 10c options (ASX:OD6O) 1 33.7 M Performance rights 1 1.3 M Market capitalisation (undiluted) 2 A$36.04 M Cash 3 A$8.68 M Debt 1 Nil Enterprise value A$27.36 M Share Price 12 Month History A$/share 1. As at 30 September 2026 2. Proforma including shares to be issued on 12 October 2026 3. Proforma Cash as at 30 September 2026 + $6.92M ASX placement 4. As at 6 October 2026 Register Detail & Research Hon Julie Bishop Strategic Advisor OD6 METALS | A CRITICAL MINERALS COMPANY 4 BUILDING A MULTI-COMMODITY CRITICAL MINERALS COMPANY QUINN FLUORSPAR - USA SPLINTER ROCK RARE EARTHS - WA GULF CREEK COPPER - NSW Quinn Fluorspar Project Acquisition Completed A Strategic US Critical Mineral Opportunity OD6 METALS | A CRITICAL MINERALS COMPANY US 100% Import Reliant CRITICAL MINERAL • Fluorspar is officially recognised as a U.S. critical mineral, underpinning national security, concentrated supply chain, industrial resilience, and energy transition objectives. • Fluorspar is listed on the U.S. Critical Minerals List, first formalised by Donald Trump - Executive Order 13817 • The designation reflects: • High import dependence • Concentrated foreign supply • Essential downstream industrial uses • Australia, EU, Canada, Japan – recognised Critical Mineral China Mexico Mongolia Spain Iran Vietnam Germany Thailand Pakistan Other Countries China, Mongolia and Mexico dominate global supply The US is highly dependent on imports for fluorspar Price Forecast to Increase SUPPLY RISK Source: https://www.statista.com/statistics/1051717/global-fluorspar-production-by-country/#google_vignette Leading countries based on mine production of fluorspar worldwide in 2024 (in 1,000 metric tons) 63% 6 OD6 METALS | A CRITICAL MINERALS COMPANY 7 A ~US$4.3 Billion Global Market • Fluorspar is the main mineralogical source of fluorine • High-grade fluorspar is typically upgraded through simple processing to produce concentrates • >97% CaF2 concentrate known as Acidspar – used to produce Hydrofluoric (HF) acid • 60–96% CaF2 product known as Metspar – used in steel & aluminium production • Fluorspar is essential in • AI semi-conductor chip etching • Advanced Li-ion battery technologies • Nuclear fuel processing • Defense • Spot prices are currently approx US$450–$680/t • Fluorspar demand is expected to grow considerably in coming years ABOUT FLUORSPAR Long Term Forecast for Fluorspar and Demand (kt) HF Demand in Li-ion Batteries (kt) OD6 METALS | A CRITICAL MINERALS COMPANY 8 Acidspar (>97% CaF2) 70-75% Market Share (MS) Metspar (60-95% CaF2) 25-30% MS Processed Fluorspar ROM Fluorspar (15-45% CaF2) Mined Fluorspar HF Acid Downstream Chemicals / Applications Aluminum Fluoride Refrigerants Fluoro-polymers/elastomers Lithium Batteries Semi-Conductors Nuclear Fuel Metal / Graphite Processing HF Acid Production Iron and Steel (flux) Cement (flux) USA Based Industries USA HAS MATURE DOWNSTREAM PROCESSING Fluorspar Value Chain OD6 METALS | A CRITICAL MINERALS COMPANY 9 Fluorine is Non-Substitutable AI SEMI-CONDUCTORS • Fluorine compounds are essential in plasma etching and wafer cleaning in semiconductor chips for use in AI • Plasma etching requires fluorinated gases for extreme precision • Tungsten hexafluoride (WF₆) inventories are low currently • Advanced logic nodes (AI GPUs) require higher etching intensity per wafer • TSMC, Intel & US domestic fabrication expanding capacity • US CHIPS Act investing US$50+ billion • More advanced chips = more fluorine per wafer OD6 METALS | A CRITICAL MINERALS COMPANY 10 No Fluorine, No Lithium Battery BATTERIES • Advance Lithium-ion batteries technologies use LiPF₆ as the dominant electrolyte salt • 4.5% Li , 20.5% P and 75% Fluorine by weight • ~1kg fluorine is required per 1 kWh of battery capacity • Higher-energy EV batteries require greater fluorine intensity per cell • Battery reality: There is no commercially scalable lithium- ion chemistry without fluorine — and no fluorine without fluorspar. • US domestic EV and battery plant build-out accelerating • IRA incentives driving US-based battery gigafactories OD6 METALS | A CRITICAL MINERALS COMPANY 11 Fuel Rods Need Fluorine - UF6 NUCLEAR POWER • Fluorine is a critical reagent in the enrichment of uranium as a nuclear fuel source • Yellow Cake (U3O8) is converted to Uranium Hexafluoride (UF6), Enriched in Centrifuges, used in Nuclear Fuel Rods • SMRs (Small Modular Reactors) expanding • US nuclear fleet extensions • Nuclear fuel demand rising • Uranium enrichment capacity being reshored • AI Data Centers proposing Nuclear Power Stations for reliable power supply Google joins Microsoft in plans to restart US nuclear plants to power AI infrastructure OD6 METALS | A CRITICAL MINERALS COMPANY 12 Potential Government Support STRATEGIC POSITIONING Fluorspar directly supports domestic manufacturing, electrification, defence readiness, and chemical sovereignty, making U.S. projects well-positioned for: • Federal and State loan programs • Strategic offtake backing • US CHIPS Act investing US$50+ billion • IRA incentives driving US-based battery gigafactories • Permitting prioritisation at state and federal levels United States, initiatives such as the “FAST-41” permitting pathway may support accelerated development for priority mineral projects. Trump administration’s “Project Vault” which aims to establish a US$12B critical minerals stockpile. Australian Government has established the A$1.2B Critical Minerals Strategic Reserve (CMSR). Ares Strategic Mining (CSE: ARS) secured major multi-year U.S. Department of Defense contract worth up to US$250M over five years. OD6 METALS | A CRITICAL MINERALS COMPANY 13 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 80.00% 90.00% 0.10 1.00 10.00 100.00 1000.00 AVERAGE GRADE (CAF2) DEPOSIT RESOURCE TONNAGE (MT ORE X LOG SCALE) Grade-Tonnage of Significant Global Fluorspar Deposits Carbonatite & alkaline-igneous related Epithermal & volcanic-hosted hydrothermal Granite-related magmatic-hydrothermal (greisen / skarn / vein) Sediment-hosted stratabound / Mississippi Valley-type Structurally-controlled hydrothermal vein & replacement Operational Projects Cluster Data source: Project Blue 2026, USGS 2017, Company Research GLOBAL CONTEXT Complementary Mines & Markets TVN CASE STUDY • Tivan Ltd (TVN.ASX) Speewah Project hosts a JORC compliant Resource of: 43.2 Mt @ 8.3% CaF2 (at a 2% CaF2 cut-off grade) containing 3.6 Mt CaF2 • TVN targeting supplying Japan based on a 77.5% :22.5% JV with Sumitomo and JOGMEC • CAPEX A$301M, All in Sustaining OPEX A$513 /t for 149 ktpa Acidspar + 0.15 ktpa Metspar • OD6 grades significantly higher = potentially lower CAPEX and OPEX Costs • OD6 Quinn’s targeting US market which currently has ~400ktpa demand • Significant upside potential for OD6 Refer: Tivan ASX Announcement MRE 4 February 2026. and FS Report 20 March 2026 OD6 makes no representations regarding Tivan’s Resource. Grades >20% CaF2 for Most Existing Operations OD6 METALS | A CRITICAL MINERALS COMPANY 14 ACQUISITION COMPLETE – WHY QUINN IS SPECIAL ✓ Genuine district-scale opportunity 226 mining claims (4,670 acres) ✓ Large Epithermal System ✓ +20 Fluorspar Occurrences ✓ Exceptional high-grade assays ✓ Thick Intersections at Surface ✓ 8km fertile mineralised corridor ✓ Hub-and-spoke central mill development strategy ✓ Low impurity chemistry ✓ Acidspar & Metspar Optimisation Underway ✓ Permitting program underway ✓ Gold Upside OD6 METALS | A CRITICAL MINERALS COMPANY EPITHERMAL FLUORSPAR FORMATION • Fluorspar deposits form in the near surface epithermal environments • Fluorine bearing hydrothermal acidic fluids rise from an intrusive source • Hot fluorine-rich fluids reacted with limestone (CaCO3), replacing it with high-grade fluorspar • Many historic deposits exploited in the US were narrow vein volcanic hosted • To get deposits for modern bulk tonnage techniques – limestone hosted deposits (such as Quinn) offer greater tonnes – like Las Cuevas in Mexico, the largest in the world 15 Multiple Mineralisation Styles Expand Exploration Opportunity OD6 METALS | A CRITICAL MINERALS COMPANY 16 Extensive Fluorspar Corridor and Priority Drill Program Location HORSESHOE TO SPAR CORRIDOR Refer to ASX 17 September 2026 OD6 METALS | A CRITICAL MINERALS COMPANY 17 Maiden Drilling & Bulk Sample Permit Submitted PERMIT APPLICATION • Plan of Operations (“PoO”) submitted targeting approval through a Categorical Exclusion pathway • 139 drill pads across priority Horseshoe – Big Jim – Spar – Mammoth mineralised trend along strike and at depth • ~10,000 m of priority drilling • Flexibility to complete multiple drill holes from individual pads • Drilling is designed to establish the geological, grade and continuity to support a future Mineral Resource Estimate • Bulk sampling of fluorspar mineralisation to support larger- scale ore sorting, beneficiation and metallurgical testwork • Planned biological and cultural baseline field surveys complete materially advancing the environmental review process Refer to ASX 15 September 2026 Mammoth Spar Big JIm Lithocap Horseshoe NHC Mammoth Big Jim, Lithocap, Spar Horseshoe OD6 METALS | A CRITICAL MINERALS COMPANY 18 HORSESHOE DEPOSIT • 26,000 tonnes mined in historic shallow open pits • ~3,000 m2 mapped zone of high-grade fluorspar • Continuous channel samples results include: ❑ 50m @ 79.3% CaF2 SE Wall ❑ 27m @ 65.1% CaF2 North Pit ❑ 22m @ 78.8% CaF2 NW Wall combined ❑ 120 channel samples averaging 74.7% CaF2 • Channel Sampling mapped 80m wide exposed zone • Likely extends up and down dip beneath silicified limestone and talus cover with estimated thickness of 15 to 30m • Early Metspar Project Potential Refer to ASX 25 August 2026, 8 July 2026, 15 April 2026, 4 March 2026 18 Ultra High-Grade Deposit OD6 METALS | A CRITICAL MINERALS COMPANY 19 Historic drilling with outstanding high-grade fluorspar (CaF2) drill intercepts include: ❑ 14.3m @ 70.9% CaF2 – H4 ❑ 14.0m @ 59.9% CaF2 – H2 ❑ 25.8m @ 46.2% CaF2 – H1 including: ▪ 12.8 m @ 60.9% CaF2 (from 0.9m) ▪ 3.4 m @ 58.8% CaF2 (from 16.8m) ▪ 3.5m @ 43.7% CaF2 (from 22.3m) 19 Historic drilling was conducted before the open-pit, so did not target the high-grade core Several sections not assayed indicating potential wider width Holes ending in veined/fracture material, indicating potential wider width with footwall breccia unassayed HORSESHOE DEPOSIT Ultra High-Grade Deposit confirmed by Historic Drilling Refer to ASX 25 August 2026, 8 July 2026, 15 April 2026, 4 March 2026 OD6 METALS | A CRITICAL MINERALS COMPANY 20 NORTH HORSESHOE TARGET 20 New Fluorspar Zone Discovered with Link from Horseshoe to Big Jim Refer to ASX 17 September 2026 OD6 METALS | A CRITICAL MINERALS COMPANY 21 Refer to ASX 4 March 2026 , 12 May 2026 , 9 September 2026 • Massive shallow dipping purple fluorspar vein • Near pure samples returning 99.9%, 99.9%, 99.7% and 99.5% CaF2 • Exposed footwall breccia with lower contact not exposed (may be wider) at 37.4% CaF2 • Historic workings over >220m with reported high- grade fluorspar throughout and at either end • System open to the North and South BIG JIM DEPOSIT Exceptional High-Grade Fluorspar OD6 METALS | A CRITICAL MINERALS COMPANY 22 Refer to ASX 9 September 2026 Extensive Fluorspar Corridor and Priority Drill Program Location ROCKET – BIG JIM – SPAR CORRIDOR • 700m Rocket–Big Jim–Spar Corridor • Rocket: 88.8% CaF2 from fluorspar veins hosted in brecciated, silicified outcrop, with nearby float samples of 99.9%, 97.0%, 90.6% and 74.0% CaF2 interpreted to be sourced from Rocket • Spar: located approximately 450 metres east of Big Jim, returning 94.3%, 94.1% and 87.1% CaF2 from felsic dyke contacts • At least four mineralised structures of differing orientation • Open along strike and at depth OD6 METALS | A CRITICAL MINERALS COMPANY 23 • >14,000 m2 mapped zone of high-grade fluorspar • Breccia fill fluorspar with ‘raccoon-tail’ textures • Continuous channel samples results include: ❑ 44m @ 29% CaF2 in channel sampling Middle Bench ❑ 33m @ 15.2% CaF2 in channel sampling Upper2 Bench ❑ 22m @ 20.1% CaF2 in channel sampling Upper1 Bench ❑ 15m @ 20.5% CaF2 in channel sampling Lower1 Bench Refer to ASX 7 September 2026, 7 April 2026, 4 March 2026 Potential Large Scale Bulk Tonnage MAMMOTH DEPOSIT OD6 METALS | A CRITICAL MINERALS COMPANY 24 ACIDSPAR & METSPAR PLUS ORE SORTING PATHWAYS • Reviewed results suggest Quinn mineralisation may be capable of producing Acidspar & Metspar • Strong potential for a low CAPEX Direct Shipping MetSpar Product at Horseshoe and Big Jim • Conventional Grinding and Flotation identified as the primary method to produce Acidspar • Independent QXRD mineralogy strongly corroborates the exceptional fluorspar content • Metallurgical testwork program has commenced on 166kg mining domain suite of samples • Integrating mineralogy, size-by-assay, grind optimisation, Heavy Media Separation (HMS), rougher and cleaner flotation and impurity characterisation • Bulk sample permit to be lodged to obtain larger samples for pilot-scale testing Refer to ASX 16 June 2026 and 20 May 2026 • Highly encouraging TOMRA ore sorting results demonstrate clear discrimination between high-grade fluorspar, lower-grade/mixed material & waste • Very low levels of gangue and deleterious elements arsenic, cadmium, base-metals, sulphur or uranium • Impurity levels below typical global industry thresholds • Early waste rejection has the potential to increase CaF₂ feed grade while reducing tonnes reporting to downstream processing = reduced CAPEX and OPEX Refer to ASX 12 August 2026 Laser ore-sorting technology by TOMRA applied to Quinn Project metallurgical samples, showing clear differentiation of ore types and waste. Samples approximately 10-15mm OD6 METALS | A CRITICAL MINERALS COMPANY 25 Systematic Exploration and Development Pathway NEXT STEPS • Receipt and interpretation of pending assay results • Complete geological modelling and drill targeting • On-going detailed geological and structural mapping • Expanded field programs • Interpret geophysics results and new drill targets • Integration into permitting activities • Progress metallurgical testwork underway • Lodge bulk sample permit applications • Prepare maiden drilling program • Resource Definition • Development studies Fluorspar fluoresces purple under UV light. Calcite fluoresces orange/red Image source: https://www.naturesrainbows.com/post/2020/05/08/banded- fluorite-and-calcite-pure-potential-mine-la-paz-county-arizona APPENDIX OD6 METALS | A CRITICAL MINERALS COMPANY 27 Favorable Deal, Based on Success ACQUISITION TERMS ✓ Low risk upfront payment of A$75k to acquire 120 day option, extendable for a further 60 days on A$25k payment ✓ Option exercise payment of A$200k (50% cash and 50% shares) upon OD6 being satisfied with due diligence • Drill permit approval payment of A$200k (50% cash and 50% shares) • Drill commencement payment of A$350k (50% cash and 50% shares) • Deferred Milestone payments of A$3.25m (50% cash and 50% shares) are also payable upon achievement of certain milestones • 2% net smelter royalty (NSR) on any fluorspar minerals recovered from the Project, plus 1% NSR on all other metals • Buyback of 50% of Fluorspar Royalty by making payment of US$1 million and First Right of Refusal for sale of Royalty by Sellers Refer to ASX announcement dated 4 March 2026 for further details of acquisition terms Deferred Milestones • Milestone 1 ($500k) – JORC-compliant Indicated Mineral Resource >2 million tonnes at an average grade >30% CaF₂ • Milestone 2 ($750k) – JORC-compliant Indicated Mineral Resource >5 million tonnes at an average grade >30% CaF₂ and metallurgical recovery >75% • Milestone 3 ($1M) – Bankable Feasibility Study , based on JORC Ore Reserves and a IRR >20% • Milestone 4 ($1M) – Commencement of Commercial Production OD6 METALS | A CRITICAL MINERALS COMPANY 28 A 100% Owned Australian Critical Minerals Project SPLINTER ROCK REE PROJECT HIGHLIGHTS • Strong Rare Earth Demand Fundamentals • 682Mt at 1,338 ppm TREO JORC Resource • High Grade Inside Centre 119Mt at 1,632ppm TREO (Indicated) • ~75% Nd & Pr Overall Recovery • High-quality Mixed Rare Earth Carbonate (MREC) of ~56% TREO • High-quality Mixed Rare Earth Hydroxide (MREH) of ~59% TREO • Superior product quality with low levels of impurities (Al, Fe, P, Si) • Extremely low uranium and thorium content (<0.001% U + Th) • Optimised capital and operating cost drivers • Offtake Engagement – North America, Europe & Asia • Positive Study Outcomes - ANSTO and CPC • Accelerated Scale up Testing at ANSTO - 2.5t Metallurgical Core Refer to 29 May 2024, 7 August 2025, 13 August 2025 OD6 METALS | A CRITICAL MINERALS COMPANY 29 Advanced Metallurgical Testwork and Studies NEXT STEPS AT SPLINTER ROCK • ANSTO Testwork Scale Up: o Heap leach Optimisation: Heap Leach duration and kinetics, Acid strength and consumption, Counter current heap configuration, Particle agglomeration methodology o Impurity Removal Verification: Nanofiltration (NF) acid recovery, Ion Exchange (IX) selectivity, two stage Impurity Removal (IR) optimisation o Bulk MREC and MREH Production: Precipitation to produce >1 kg of MREC and/or MREH for customer qualification, offtake discussions, and to assess commercial payability options • Mining Study: Inside Centre Deposit pit shells, stripping ratios, mine scheduling and preliminary mining costs • Engagement with potential offtake partners • Engagement with government and potential financing partners • Review Selective Nd, Pr, Tb and Dy Oxide Production Potential Refer to ASX 1 October 2025 OD6 METALS | A CRITICAL MINERALS COMPANY 30 GULF CREEK COPPER PROJECT HIGHLIGHTS • Record copper prices supported by strong market fundamentals • Copper up to 4.6% Confirmed in Phase 1 Drilling • High Grade Production History (Up to 12% Cu) • Multiple High Priority Targets • >3km to 10km of VMS target horizon • Down Hole EM (DHEM) survey completed have identified targets a Strong conductor identified approximately 75m beyond the end of hole GDD010 • Geological reinterpretation indicates a potential fault offset of historic high-grade lodes mined • DHEM results at the Northwest Target indicates a possible additional conductor • Continued drilling during 2026 Refer to ASX 23 January 2026 Advanced Metallurgical Testwork and Studies LUCAS ROBINSON Investor Relations lucas@corporatestorytime.com +61 408 228 889 REGISTERED OFFICE c/o LCP Group Level 1, 1 Alvan Street Subiaco WA 6010 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 31