Genesis Minerals (GMD) Investor Presentation summary

Strategic vision and values

• Focused on sustainable, high-quality gold production and earnings growth, with a long-term strategy centered on the Leonora and Laverton regions.

• Core values emphasize accountability, sustainability, people-first culture, integrity, results, and empowerment.

• Strong commitment to safety, community engagement, and employee ownership, with a target for all employees to hold shares.

• Progressive ESG initiatives, including an inaugural sustainability report in FY25.

Operational highlights and growth strategy

• Operating a single, flexible production center in Western Australia with 230Mt resources and 45Mt reserves.

• Fully funded 10-year plan targeting 3Moz production, with annual output rising to 400koz and declining costs.

• Laverton mill re-commissioned on budget, ramping up to nameplate capacity and delivering strong early performance.

• Ongoing studies to optimize and expand mill capacity, including additional ball mill and leaching upgrades.

• Disciplined M&A activity, acquiring key assets and infrastructure to support growth and operational flexibility.

Production outlook and asset performance

• FY25 production upgraded to 190–210koz at AISC A$2,200–2,400/oz, with growth capital of A$125m.

• Laverton expected to produce ~400koz over five years, with a progressive ramp-up and high reserve confidence.

• Jupiter and Westralia deposits provide reliable, low-capital mill feed, with infrastructure and approvals in place.

• Westralia re-evaluated as a bulk open pit, targeting a significant resource with a right-sized mining approach.

• Mill performance since restart has exceeded budgeted costs, maintaining strong operational discipline.