Yari Minerals (YAR) Investor Presentation summary

Project overview and resource growth

• Owns 100% of the Rolleston South Project in Queensland's Bowen Coal Basin, a Tier 1 coal jurisdiction.

• JORC Inferred Resource increased by 140% since acquisition, now at 190Mt, with further upside potential.

• Resource upgrades driven by integration of coal seam gas well data and model expansion.

• Inaugural drilling campaign underway to upgrade resource category and confirm coal quality.

• Project surrounded by major operators and has proximity to key mine infrastructure.

Coal quality and market positioning

• Coal is high-grade, capable of producing washed semi-soft coking and thermal coal products.

• Laboratory analysis confirms export-quality thermal coal with high volatiles, low sulphur, and high calorific value.

• Historical and recent data indicate potential for semi-soft metallurgical coal production.

• Demand for coal expected to remain strong in the short to medium term, with price support from supply constraints.

• Investor appetite is growing for Tier 1 jurisdictions with quality resources.

Infrastructure and logistics

• Project is 40km by sealed road to the Blackwater rail system, which connects to the Port of Gladstone.

• Port of Gladstone is a major export facility with three coal terminals and third-party access.

• Excellent access via major state highways and proximity to existing rail and mine infrastructure.