Kantra Copper (KAN) Investor presentation summary

Strategy and financial position

• Strategy targets mine-life extension and a pathway to >2 Mtpa throughput from a current ~1.8 Mtpa, alongside Coburn development, regional exploration and selective inorganic growth.

• Snapshot: A$44M cash at 30 September 2026, nil debt and A$195M enterprise value; share price A$1.010 and market capitalisation A$239M at 23 October 2026.

• FY2026 production guidance is 12,750–14,000, with AISC guidance of A$5.75–6.25/lb payable Cu sold.

Kanmantoo operations and growth

• The 100%-owned operation runs at 1.8 Mtpa underground, with a 3.6 Mtpa processing plant, two active mining fronts and a third front in development at 700 m/month.

• 2026 Mineral Resources reached 27 Mt, up 22% from 2025; Ore Reserves increased 31% to 5.2 Mt, supporting mine-life extension.

• 2026 Ore Reserves total 5.2 Mt at 0.85% Cu and 0.20 g/t Au; the stated economic extraction period runs from July 2026 to December 2029.

• 2026 Mineral Resources total 27 Mt at 0.71% Cu and 0.17 g/t Au, depleted for mining to 30 June 2026.

• Operation highlights include >95% Cu recovery, 6.0 Mt tailings storage capacity and >70% renewable grid power.

Coburn development opportunity

• Farm-in agreement with Havilah Resources entered in May 2026; the project offers a potential pathway to >20 ktpa Cu.

• Metallurgical work was described as substantially derisked, with >90% Cu recovery and >50% Au recovery; logistics assessment was underway, with results expected in the December 2026 quarter.

• Mineral Resources total 13.127 Mt, including 12.529 Mt of sulphide resources grading 1.53% Cu, 0.16% Co and 0.20 g/t Au.