Delta Lithium (DLI) Investor Presentation summary

Corporate overview and capital structure

• Holds 40.4Mt @ 1.1% Li₂O total lithium resources and 6.6Mt @ 3.5g/t Au gold resources for 752,000 oz in Western Australia.

• Market cap of A$164M, cash balance of A$87M, and enterprise value of A$77M as of June 2024.

• Major shareholders include Mineral Resources (23%), Hancock Prospecting (10.7%), and Waratah (10.7%).

• Board and management hold 1.5% equity.

• Shares on issue total 713.4M, with 14.3M performance rights and 22.2M options.

Board and management

• Board comprises experienced leaders from mining, resources, finance, and corporate governance.

• Chairman Chris Ellison is founder of Mineral Resources.

• Directors have backgrounds in engineering, operations, business development, and risk management.

Project portfolio and development

• Two main JORC lithium resources: Mt Ida (14.6Mt @ 1.2% Li₂O) and Yinnetharra (25.7Mt @ 1.0% Li₂O).

• Mt Ida also hosts a significant gold resource (6.6Mt @ 3.5g/t Au for 752koz), with mining approvals in place.

• Yinnetharra is a dominant landholding in the emerging Gascoyne lithium province.

• Ongoing exploration and development programs at both projects.