Investor Stream

🚛 @g360tech #GT3 has already delivered #EcoClay into real projects. ~500 tonnes produced. Integrated into batching plants. Used across Victorian infrastructure. Now moving into Tier-1 supply agreements. youtu.be/soprOV9gpKU #LowCarbonCement #Sustainability #CalcinedClay

♻️ @g360tech #GT3 doesn’t need to build a calcination plant. Pittong #kaolin → Calix processing → existing concrete supply chain. ~$300k capex unlocks scale. youtu.be/soprOV9gpKU #EcoClay #LowCarbonCement #Sustainability #CalcinedClay

📺 WATCH: @g360tech #GT3 has secured a binding deal with @Calixlimited $CXL. 30,000tpa of calcining capacity at Bacchus Marsh. No plant build required. #EcoClay commercial sales now targeted for H1 2026. youtu.be/soprOV9gpKU #LowCarbonCement #Sustainability #CalcinedClay

Q: With #platinum prices surging & supply outlook tight, how are investors thinking about new projects like #Bengwenyama? Do current #PGM market conditions strengthen the case for new entrants? youtu.be/dWFB75SAg8M @Southern_Pd $SPD $SDL

Q: The Optimised #PFS staged development strategy starts around 200k oz/yr and expands to 400k+. From your site visit, does the physical layout and planned infrastructure support that staged approach in practice? youtu.be/dWFB75SAg8M @Southern_Pd $SPD $SDL #PGM #Bengwenyama

Q: One key theme in your pre-Indaba report: #Bengwenyama is approaching a critical development phase with the Mining Right expected & a #DFS targeted this year. How confident are you it can move quickly into the next stage? youtu.be/dWFB75SAg8M #PGM @Southern_Pd $SPD $SDL

ICYMI Q: Chris, thanks for joining @InvestorStream_ again! After attending #MiningIndaba & visiting the #Bengwenyama project on site, how is it being viewed by investors and peers in the #PGM sector right now? youtu.be/dWFB75SAg8M @Southern_Pd $SPD $SDL

Q: With #platinum prices surging & supply outlook tight, how are investors thinking about new projects like #Bengwenyama? Do current #PGM market conditions strengthen the case for new entrants? youtu.be/dWFB75SAg8M @Southern_Pd $SPD $SDL

Q: The Optimised #PFS staged development strategy starts around 200k oz/yr and expands to 400k+. From your site visit, does the physical layout and planned infrastructure support that staged approach in practice? youtu.be/dWFB75SAg8M @Southern_Pd $SPD $SDL #PGM #Bengwenyama

Q: One key theme in your pre-Indaba report: #Bengwenyama is approaching a critical development phase with the Mining Right expected & a #DFS targeted this year. How confident are you it can move quickly into the next stage? youtu.be/dWFB75SAg8M #PGM @Southern_Pd $SPD $SDL

Q: Chris, thanks for joining @InvestorStream_ again! After attending #MiningIndaba & visiting the #Bengwenyama project on site, how is it being viewed by investors and peers in the #PGM sector right now? youtu.be/dWFB75SAg8M @Southern_Pd $SPD $SDL

🌱@AguiaResources has officially launched #Pampafos, with timing looking spot on. With local #phosphate production in Brazil and no reliance on imports or global shipping, the company enters a market where ~85% of #fertiliser is imported. youtu.be/raX1KgMcBOM $AGR

🇧🇷@AguiaResources is now in the final stretch toward production The project is largely built, with commissioning expected end-April. $AGR MD Tim Hosking says first ore is targeted early May, with initial deliveries before mid-year. youtu.be/raX1KgMcBOM #phosphate #fertiliser

🇧🇷 @AguiaResources is getting very close to first #phosphate production in Brazil A key mining approval is in place, w/ final sign-offs & commissioning underway. W/ plant expected online in April, $AGR MD Tim Hosking says shift to producer is in sight. youtu.be/raX1KgMcBOM

📺WATCH: #Fertiliser markets tightening again 🌍 #Phosphate back in focus as Middle East disruptions expose fragile supply chains & food security rises.Grain prices + geopolitical risk=sustained demand. This cycle is just getting started. youtu.be/raX1KgMcBOM $AGR

🌱@AguiaResources has officially launched #Pampafos, with timing looking spot on. With local #phosphate production in Brazil and no reliance on imports or global shipping, the company enters a market where ~85% of #fertiliser is imported. youtu.be/raX1KgMcBOM $AGR

🇧🇷@AguiaResources is now in the final stretch toward production The project is largely built, with commissioning expected end-April. $AGR MD Tim Hosking says first ore is targeted early May, with initial deliveries before mid-year. youtu.be/raX1KgMcBOM #phosphate #fertiliser

🇧🇷 @AguiaResources is getting very close to first #phosphate production in Brazil A key mining approval is in place, w/ final sign-offs & commissioning underway. W/ plant expected online in April, $AGR MD Tim Hosking says shift to producer is in sight. youtu.be/raX1KgMcBOM

📺WATCH: #Fertiliser markets tightening again 🌍 #Phosphate back in focus as Middle East disruptions expose fragile supply chains & food security rises.Grain prices + geopolitical risk=sustained demand. This cycle is just getting started. youtu.be/raX1KgMcBOM $AGR

#Platinum’s structural deficit could create opportunity for next-gen miners. As supply tightens, new projects bringing fresh ounces online gain value, with @Southern_Pd’s #Bengwenyama positioned for the next #PGM wave. youtu.be/KNCUK8UNAG4 $SPD $SDL