Critical Resources Highlights Advanced Mining and Technology Portfolio at TechKnow Invest Roadshow

Critical Resources’ Multi-Commodity, Multi-Jurisdiction Portfolio Strategy

Critical Resources Limited maintains a geographically and commodity-diverse asset base targeting essential materials for energy transition and advanced technology applications. Its lithium exploration and development efforts center on the Mavis Lake Lithium Project in Ontario, Canada, a jurisdiction known for robust mineral development infrastructure and regulatory stability. This lithium asset positions the company within the growing battery and energy storage markets driving global critical metals demand. Additionally, the Halls Peak Base Metals Project in New South Wales offers exposure to copper, zinc, and other base metals vital for construction, electrical, and manufacturing industries.

Complementing its North American and Australian assets, Critical Resources is expanding a gold portfolio in New Zealand. This multi-jurisdictional approach mitigates geological and regulatory risks while providing exposure to commodities with varied market drivers and applications. Gold serves as both a traditional safe haven and industrial metal, whereas lithium and base metals align with electrification and infrastructure growth trends. This broad portfolio positions Critical Resources to capitalize on multiple commodity cycles and market sectors concurrently.

Investor Engagement at TechKnow Invest Roadshow

The TechKnow Invest Roadshow is a specialized investment platform spotlighting ASX-listed companies in technology-driven sectors including resources technology. Critical Resources’ Managing Director Tim Wither’s presentations in Melbourne and Sydney underscored the company’s focus on technology-enabled resource development, encompassing digital solutions, battery technologies, and next-generation processing methods. The two-city format enabled engagement with geographically diverse investors, including institutional fund managers, broker research teams, and retail investors focused on critical minerals and technology themes.

Roadshows provide direct channels for company leadership to communicate strategy, project timelines, and market positioning beyond traditional disclosure formats. Attendees—comprising institutional investors, brokers, and sophisticated private investors—represent key capital sources for exploration advancement, feasibility studies, and project development. Critical Resources’ participation signals its commitment to transparent investor communication and raising awareness of its asset and technology portfolio among professional investors.

Mavis Lake Lithium Project: Strategic North American Asset

The Mavis Lake Lithium Project in Ontario is a cornerstone of Critical Resources’ battery materials strategy. Ontario offers advanced mineral exploration infrastructure, regulatory certainty, and proximity to North American battery manufacturing and automotive supply chains. Rising lithium demand, driven by electric vehicles, grid energy storage, and portable electronics, positions the project to benefit from supply constraints and premium pricing amid accelerating electrification globally.

Development of the Mavis Lake Project requires significant capital for exploration, resource definition, feasibility studies, and permitting before mining. Its location provides logistical advantages for supplying North American battery manufacturers seeking secure, domestic sources. However, advancement depends on exploration success, funding, commodity prices, and regulatory approvals. The company has not disclosed specific lithium resource estimates, development timelines, or capital requirements for this project.

Halls Peak Base Metals Project in New South Wales

The Halls Peak Base Metals Project offers exposure to copper, zinc, lead, and other base metals critical for construction, electrical infrastructure, and manufacturing. Located in Australia’s established mining jurisdiction, the project benefits from regulatory frameworks, skilled labor, and proximity to export ports. Base metals pricing correlates with global economic growth and infrastructure investment, providing exposure to macroeconomic trends distinct from precious metals.

Exploration and development of base metals projects require capital for drilling, resource definition, metallurgical testing, and feasibility assessments. Halls Peak diversifies Critical Resources’ commodity exposure beyond lithium and gold, spanning multiple market drivers and end uses. The company has not released current resource estimates, drill results, development stages, or capital needs for this project.

Expanding Gold Portfolio in New Zealand

Critical Resources is growing its gold holdings in New Zealand, gaining exposure to precious metals markets in a jurisdiction with mining heritage and regulatory stability. Gold functions as an investment, jewelry material, industrial component, and safe haven during economic uncertainty. New Zealand’s geological prospectivity and infrastructure support exploration and development. This expansion aligns with the company’s strategy for diversified commodity exposure and participation in multiple price cycles.

Gold projects typically involve long lead times from exploration to mining, often spanning years or decades depending on discoveries. Gold’s lower correlation with industrial metals offers portfolio diversification benefits. The company did not disclose details on the number, size, location, or exploration status of its New Zealand gold properties, nor resource estimates or exploration budgets.

Focus on Battery and Thermal Technologies

Critical Resources highlighted battery and thermal technologies as emerging portfolio areas, signaling a strategic shift toward technology development and advanced materials applications beyond traditional mineral exploration. Potential opportunities may include battery manufacturing, thermal energy storage, or materials science linked to energy transition. This focus reflects industry trends toward vertical integration, value-added processing, and technology partnerships within the critical minerals supply chain.

Technology initiatives typically involve different capital needs, timelines, and risks compared to exploration. The company has not disclosed specific projects, development stages, capital commitments, or partnerships related to battery or thermal technologies. Investors should watch for future updates detailing how these initiatives integrate into the company’s capital allocation and strategic priorities.

Strategic Emphasis on Tungsten

Tungsten was identified as a strategic commodity focus, reflecting its growing importance in high-strength alloys, tool steels, electronics, and emerging energy applications. Tungsten markets are less cyclical than base metals but respond to industrial production and specialized manufacturing demand. Including tungsten aligns with global supply security concerns and its critical role in advanced manufacturing and defense.

Exploration and development of tungsten require specialized expertise in geology, processing, and market dynamics. The company has not disclosed specific tungsten projects, deposits, expenditures, or development targets. Future communications are expected to clarify tungsten activities and their priority within the portfolio.

Investor Communications and Interactive Investor Hub

Critical Resources offers an Interactive Investor Hub at www.criticalresources.com.au, providing shareholders with tools to submit questions, view video summaries, and participate in community discussions on company developments. This platform supports transparent, accessible corporate disclosure and two-way investor engagement beyond traditional meetings and reports. It facilitates direct communication with retail investors and ongoing shareholder interaction regarding emerging projects.

Maintaining this platform requires active content management, moderation, and timely responses to uphold investor confidence and regulatory compliance. The company can use the hub to explain investment theses, project timelines, and strategic rationale to specialized audiences interested in critical minerals. Investors can register for alerts and contact the company at E: [email protected] or P: +61 (8) 9465 1024.

Sector Trends Driving Critical Metals and Technology Focus

Critical Resources’ emphasis on lithium, base metals, gold, tungsten, and battery technologies aligns with major sector drivers reshaping global commodity demand. Electrification of transport, renewable energy expansion, grid modernization, and energy storage deployment sustain demand for lithium, cobalt, nickel, and copper in batteries and electrical infrastructure. Government policies promoting energy transition, electric vehicle adoption, and critical minerals supply security support exploration and development investments. Geographic concentration of key minerals elevates the importance of diversified supply sources including North American and Pacific region projects.

Advances in battery chemistry, renewable energy, and manufacturing broaden the range of required metals for energy transition and digital infrastructure. Critical Resources’ diversified portfolio and technology focus correspond with these structural market themes. Nonetheless, commodity prices, economic cycles, exploration outcomes, and regulatory changes introduce uncertainties in project economics and timelines. The company has not disclosed commodity price assumptions, demand forecasts, or sensitivity analyses in this announcement.