Impact Minerals (IPT) investor relations material

Executive summary

• Advanced engineering studies for Lake Hope HPA Project, including pilot plant design for SOP crystallisation and new standalone SOP/HCl production pathway identified.

• Alluminous achieved first shipment of HiPurA® HPA to US partner C4V and is progressing towards continuous pilot plant operation.

• Commonwealth Project saw completion of Phase 1 diamond drilling, intersecting significant sulphide mineralisation and discovering a new offset sulphide zone at Silica Hill.

• Acquired 100% of Huonville gold district, expanding Broken Hill ground holding and identifying strong gold assays and new conductive targets.

Financial highlights

• Cash exploration expenditure for the quarter was $705,000; corporate and admin expenses were $464,000.

• Cash balance at March 31, 2026, was $1.76 million; market cap stood at A$24.7 million.

Outlook and guidance

• Scoping Study underway for SOP/HCl opportunity to estimate capital/operating costs and assess development options; results expected Q3 2026.

• Alluminous aims to achieve continuous pilot plant operation in the next 3–6 months to support product qualification.

• Commonwealth Project planning for larger Phase II drilling campaign, funded by a $3.75 million placement.

• Follow-up MT survey at Broken Hill completed, with results pending to guide drill targeting.