Genesis Minerals (GMD) AGM 2025 Presentation summary

Corporate overview and financials

• Market capitalisation reached A$7.1B with a share price of A$6.195 and 1,141m shares on issue as of November 2025.

• Cash and equivalents stood at A$363m, with A$100m in bank debt as of September 2025.

• Major index inclusions: ASX100, MSCI Small Cap, GDX, GDXJ; 60% institutional Australian ownership.

• Board and executive team hold approximately 3% of shares.

Strategic growth and M&A

• Transformed from explorer to leading gold producer since 2021, growing market cap from A$150m to A$7b.

• Key acquisitions: Dacian Gold (2022), St Barbara's Leonora assets (2023), Focus' Laverton assets (2025).

• Counter-cyclical M&A strategy delivered assets at low acquisition costs per resource ounce.

• Achieved ASX200 and then ASX100 admission, reflecting rapid growth.

Vision, values, and operational strategy

• Aspires to be a trusted, high-quality Australian gold miner with +400koz annual production.

• Core values: Accountable, Sustainable, People First, Integrity, Results, Empower.

• Focus on operational execution, cost reduction, and disciplined M&A.

• Targeting 100% employee share ownership and strong community engagement.