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Bendigo-Ophir Gold Project - Pre-Feasibility Study

Operational Update14 November 2024SMIMaterials

Santana Minerals Ltd
Level 1, 371 Queen St

Brisbane, QLD 4000

ABN 37 161 946 989

GPO Box 1305

Brisbane, QLD4000


T: +61 7 3221 7501





15 November 2024

BENDIGO-OPHIR GOLD PROJECT

PRE-FEASIBILITY STUDY (+/-15%)

Long life, high margin gold development with low capex

and significant upside

PRE-FEASIBILITY (PFS) HIGHLIGHTS:

• The project produces 147,000oz per annum (first 3 years of production) and an average of 125,000oz per annum from an initial

9.2 years of Reserves, from Rise & Shine (RAS) and Srex (SRX) deposits only.

• The PFS enables a Probable Mining Reserve of 15.5Mt at 2.37g/t Au for 1.18Moz of gold to be reported. Open pit mining

produces approximately one million ounces whilst the remainder comes from the initial phase of underground mining.

• A further ~770,000oz of Inferred resources at RAS and ~150,000oz at SRX and Come-in-Time (CIT) offer further known potential

growth.

• The PFS estimates total production of 1.15Moz of gold from open pit and underground mining at an average All-in-Sustaining-

Cost (ASIC) of A$1,416/oz, at the current spot price of gold (A$4,000/oz).

• A conventional 1.5Mtpa CIL process plant is designed to achieve an average 92.4% metallurgical recovery.

• Tailings are neutralised and stored in a waste-rock buttressed dam with closed circuit, process-water recirculation.

• The project generates revenue of A$4.60 billion at the current spot price of gold (A$4,000/oz) with an EBITDA of A$3.05 billion

and free cash flow of A$1.78 billion after tax and royalties.

• Capex for plant and all associated mine infrastructure estimated at A$208M, whilst pre-production capex for the enlarged

39.5Mt pre-strip, to enable higher initial gold production, is A$132M. Total negative cash drawdown is estimated at A$340M.

• At the current spot price of gold (A$4,000/oz), an after-tax Net Present Value (NPV

8

) of A$1.06 billion is generated over the

initial term with an IRR of 68% and a simple payback period of less than one year from the commencement of production.

• At the base case price of gold (A$2,894/oz), an after-tax Net Present Value (NPV

8

) of A$0.535 billion is generated over the initial

term with an IRR of 42% and a simple payback period of 1.7 years from the commencement of production.

• At the current spot price of gold (A$4,000/oz) the New Zealand (NZ) government royalty payments are estimated at A$296M

(NZ$325M) with corporate tax payments (28%) of a further A$728M (NZ$800M). These exclude payroll taxes and other indirect

taxes which add up to show the fiscal significance of the project to NZ and the Central Otago regional economy.

Santana CEO, Damian Spring said:

“We are pleased that our Pre-Feasibility Study with a higher level of accuracy has confirmed the robustness of the Bendigo-Ophir

Gold Project previously outlined in our Scoping Study.

We have upscaled the initial years of gold output commensurate with a deliberate decision to enlarge the mine pre-strip. Our

detailed geotechnical works have recommended more conservative pit wall slopes than our scoping study resulting in higher strip

ratios. However, our high-grade deposit combined with strong gold prices gives effect to a vastly improved post-tax NPV, valuing

the project at multiples of the current market cap. We still believe we can improve the project from here and will be working to

that end whilst advancing permitting.

Our team has worked tirelessly with detailed and diligent technical and baseline studies in line with previous Resource

Management Act consenting. We are pleased that the certainty and significance of this project have now secured an opportunity

to participate in the Fast-track Approvals process laid out by the New Zealand government. While we are confident we have

met—and will continue to meet—all previously expected standards, the overwhelmingly positive economics of our proposed

development add significant weight to our inclusion in this process and highlight the many benefits it brings to both the region

and the nation. With around 40% of the company owned by Kiwis and nearly all of our employees residing in New Zealand, this

project is truly shaping up to be a home-grown success story.”

ASX RELEASE

ASX:SMI

NZX:SMI



2


Bendigo-Ophir PFS 2024



Development timetable post PFS:

Based on the robustness and large financial headroom as estimated in the PFS, the Board has elected to move onto a detailed

construction plan with commencement of financing discussions.

Activities related to resource consents and mine permitting will continue with a view to applying into the Fast-track Approval process

in February 2025.

Webinar

The Company’s CEO Damian Spring will be hosting a webinar to present the outcomes of the PFS to investors at 10:30am

(AEDT)/12:30pm (NZDT) on Friday, 15 November. Registration is required prior to entry into the webinar, which can be accessed by

following this link: WEBINAR LINK.

Ore Reserve Statement

The Santana Board is pleased to announce an Ore Reserve Estimate (ORE) at the wholly owned Bendigo-Ophir Gold Project

(BOGP) in New Zealand. The BOGP JORC 2012 compliant ORE is 15.5 million tonnes @ 2.37g/t Au for 1.181 million ounces of

gold. This ORE is based on a Mineral Resource Estimate (MRE) of 40.3 million tonnes @ 1.9g/t Au for 2.46 million ounces reported

at a 0.25g/t cut-off grade. The July 2024 MRE of 36.8 million tonnes @ 2.1g/t Au for 2.46 million ounces was reported at a cut-

off grade of 0.5g/t. The lower cut-off grade at 0.25g/t reflects the economic outcomes of this PFS.

The BOGP ORE is tabled below:







Ore Reserve Statement

Note 1: RAS Open pit cut-off grade 0.3 g/t at $US1,650/oz Au price

Note 2: RAS Underground cut-off grade 1.75 g/t at $US1,650/oz Au price

Note 3: SRX Open pit cut-off grade 0.35 g/t at $US2,100/oz Au price

Note 4: Underground Reserves are from the quoted Open pit Resources area

Note 5: The effective date of the Mineral Reserve is 1 November 2024, estimated by Rodney Redden (MAusIMM and CP-Mining), a contractor to Santana

Minerals Ltd.

Note 6: Approved consents and required permits are yet to be granted to enable mining of the RAS and SRX deposits.

Cautionary Statement

Of the Mineral Resources planned for extraction under the PFS production model approximately 94% is within the Indicated Resource

category, with the balance (6%) being classified within the Inferred Resources category. There is a low level of geological confidence

associated with Inferred Mineral Resources and there is no certainty that further exploration work will result in the determination of

Indicated Mineral Resources or that the production target itself will be realised.











Area Proven Probable Total

Mt Au g/t Mt Au g/t Mt Au g/t Au koz

RAS (open pit) - - 11.9 2.42 11.9 2.43 928

RAS

(Underground)

2.3 3.03 2.3 3.03 223

SRX 1.3 0.70 1.3 0.70 30

Total - - 15.5 2.37 15.5 2.37 1,181

RAS Long Section Looking North - Open Pit Stages 1 to 5

RAS Plan View – Open Pit Stages 1 to 15



3


Bendigo-Ophir PFS 2024


Key PFS Data

The key outcomes of the PFS are summarised in the following tables and charts with full cost and input information in the PFS

Summary attached. Financial projections are presented using a spot gold price of A$4,000/oz. A robust base-case study using

A$2,894/oz is also presented and compared in Table 3.

Total mining physicals underpinning all financials can be seen below in Table 1.

Key Project Mining Physical Targets and Assumptions

Mine Life

Years

9.17

Plant Throughput

ktpa

1,835

Open Pit Ore Mined

kt

14,404

Open Pit Mill Feed

kt

14,404

Open Pit Mill Feed Grade

Au g/t

2.19

Open Pit Contained Gold

kOz

1,014

Open Pit Recovered Ounces

kOz

935

Underground Ore Mined

kt

2,413

Underground Mill Feed

kt

2,413

Underground Mill Feed Grade

Au g/t

2.99

Underground Contained Gold

kOz

232

Underground Recovered Ounces

kOz

215

Total Ore Mined

kt

16,817

Total Mill Feed

kt

16,817

Au Grade - Mined

g/t

2.30

Total Contained Gold

koz

1,245

Overall Plant Recovery

%

92.38%

Gold Production

kOz

1,151

Table 1. Key mining physicals

Table 2 below shows the ‘per tonne’, ‘per ounce’, and total combined cost for open pit and underground mining, with processing

costs, G&A, selling costs, royalties, and sustaining CAPEX, to show the average project C1 cash costs and average AISC costs per

ounce when using the spot price for gold of A$,4000/oz.

Operating Costs breakdown AUD '000 AUD /T Milled

AUD /Oz

Produced

Mining Cost

'000

771,984 45.9 671

Processing Costs

'000

288,943 17.2 251

General and Admin Costs

'000

55,633 3.3 48

C1 Cash Cost

'000

1,116,559 66.4 970

Selling Cost

'000

8,357 0.5 7

Royalties - Govt

'000

296,305 17.6 258

Royalties - Others

'000

123,887 7.4 108

Closure Capex (see note 1)

'000

- - -

Sustaining Capex

'000

83,663 5.0 73

All-in Sustaining Cost (AISC)

'000

1,628,771 96.9 1,416

Note 1: Conceptual mine closure costs netted to zero against mine salvage value.

Table 2. Gold production costs in C1 and AISC, per tonne, per ounce, and total A$.






4


Bendigo-Ophir PFS 2024



Table 3 below follows the Scoping Study cash flow template (announced 17 April 2024), splitting out open pit mining costs and

underground mining costs and building up totals to show a Total Production Cost per ounce, which includes all pre-production

CAPEX. The Total Production Cost per ounce in the PFS, at spot gold prices is A$1,818/oz, as compared to the Scoping Study of

$1,265/oz. The increase includes a government royalty of $186/oz, based on the higher profitability of the project at current

spot gold prices, and by applying the royalty rate at the higher 10% of accounting profits (previously 2% NSR rate applied in the

Scoping Study).

A base-case scenario underpinned the PFS at an Australian dollar gold price of A$2,894/oz, a ~28% discount to current spot gold

prices, as at 12 November 2024. Financial projections at the spot gold price of A$4,000/oz are also reported in NZD and USD:

Key Financial Assumptions Base Case AUD Spot AUD Spot NZD Spot USD

Gold Price

$/oz

2,894 4,000 4,406 2,626

Exchange Rate

USD:$

0.66 0.66 0.60 1.00

Key Project Metrics



Gold Produced

Oz

1.15 million

Initial Mine Life

Yr(s)

9.17

Gold Revenue

'000

3,330,018 4,602,435 5,069,319 3,021,314

Open Pit Mining Cost

'000

619,237 619,237 682,054 406,504

Underground Mining Cost

'000

152,747 152,747 168,242 100,272

Processing Costs

'000

288,943 288,943 318,254 189,679

General and Admin Costs

'000

55,633 55,633 61,276 36,521

Selling Cost

'000

8,357 8,357 9,204 5,486

Royalties - Govt

'000

170,173 296,305 326,363 194,512

Royalties - Others

'000

89,636 123,887 136,454 81,327

Total Cash Operating Cost

'000

1,384,725 1,545,108 1,701,848 1,014,301

Total Cash Operating Cost per Ounce

$/oz

1,203 1,343 1,479 881

Project EBITDA

'000

1,945,292 3,057,327 3,367,471 2,007,013

Depreciation and Amortisation (exc Rehab PPE)

'000

546,067 546,067 601,462 358,471

Total Production Cost (incl. all CAPEX)

'000

1,930,793 2,091,175 2,303,310 1,372,773

Total Production Cost per Ounce

$/oz

1,678 1,818 2,001 1,193

Net Profit Before Tax (NPBT)

'000

1,399,225 2,511,260 2,766,009 1,648,541

Tax Payable (28.0%)

'000

(424,010) (728,094) (801,954) (477,965)

After Tax Profit

'000

975,215 1,783,166 1,964,055 1,170,577

Capital



Initial Development Capex (inc. OP & Capitalised Opex)

'000

340,609 340,609 375,161 223,596

Underground Initial Development Capex

'000

121,795 121,795 134,151 79,954

Sustaining Capex

'000

83,663 83,663 92,151 54,922

Closure Capex (see note 1)

'000

- - - -

Total CAPEX over Mine Life

'000

546,067 546,067 601,462 358,471

DCF Outcomes



Initial NPV (unleveraged and after-tax) @8.00%

'000

534,975 1,058,104 1,165,441 694,603

IRR

%

41.66% 68.23% 68.23% 68.23%

Payback Period from production start (unleveraged and after-tax)

years

1.67 Yr(s) 0.92 Yr(s) 0.92 Yr(s) 0.92 Yr(s)

Note 1: Conceptual mine closure costs netted to zero against mine salvage value.

Table 3. Base Case vs Spot Gold and Currency Values






5


Bendigo-Ophir PFS 2024


The chart below shows the gold production profile and AISC in the main production years, after the pre-production and

commissioning phase, applying the spot gold price scenario. Approximately 150koz is produced from years one to three,

bolstering upfront cash flows:










Figure 1. Production Profile OP/UG w/AISC at Spot Gold Price

At the spot gold price of A$4,000/oz, the project generates nearly A$1.8 billion in free cash flow over the initial mining term. The

chart below shows the max cash draw down in the pre-production period, followed by very high returns in the first years of gold

production, allowing a <1yr payback from first production.












Figure 2. Project Free Cash Flows at Spot Gold Price














Gold Production OP/UG (oz per annum) w/ AISC Yr1 to Yr9 (AUD)

Project Free Cash Flows (including conceptual closure provisions for Yr 10/11)

152

151

138

129

98

185

119

129

45

1,268

1,213

1,287

1,641

2,044

1,302

1,604

1,130

1,709

-

500

1,000

1,500

2,000

2,500

-

20

40

60

80

100

120

140

160

180

200

Year 1Year 2Year 3Year 4Year 5Year 6Year 7Year 8Year 9

AISC $/oz

Production (kOz)

Open PitUndergroundAll-in-Sustaining Cost

(137)

(204)

341

267

234

178

155

391

212

263

76

20

(14)

(137)

(341)

0

267

501

679

834

1,226

1,438

1,701

1,777

1,797

1,783

(1,500)

(1,000)

(500)

-

500

1,000

1,500

2,000

2,500

(300)

(200)

(100)

-

100

200

300

400

500

Year -2Year -1Year 1Year 2Year 3Year 4Year 5Year 6Year 7Year 8Year 9Year 10Year 11

Cumulative net cash flow ($'000)

Cash Flow ($'000)

Project Free Cash Flow (inc tax)Cumulative FCF (RHS)



6


Bendigo-Ophir PFS 2024





The PFS targeted Indicated resources to forecast the mine’s economics. Approximately 94% of tonnes constituting ore feed are

in the Indicated resource category, as seen in Figure 3 below:


















Figure 3. Indicated vs Inferred Ore Feed

The tornado chart below shows the NPV sensitivity analysis at the Base-Case gold price scenario.



Figure 4. NPV

8

sensitivity analysis on the Base-Case gold price scenario at A$2,894/oz

The table below shows the NPV, IRR and Payback metrics at price steps above and below the Base-Case and Spot price scenarios

applied in the PFS:


-A$200/oz Base-Case Spot Price +A$200/oz

A$2,694/oz A$2,894/oz A$4,000/oz A$4,200/oz

NPV8 $440M $535M $1.06b $1.15b

IRR 36% 42.00% 68% 73%

Payback 1,83Yrs 1.67Yrs 0.92Yrs 0.83Yrs

Table 4. Sensitivities on NPV, IRR and Payback metrics based on gold price movements.

(36,591)

(38,359)

(46,598)

(68,188)

(136,315)

(137,041)

36,591

41,312

46,598

68,149

136,097

137,041

(200,000) (150,000) (100,000) (50,000) - 50,000 100,000 150,000 200,000

Capex (+/-10%)

Discount Rate (+/-1%)

Operating Cost (+/-10%)

Recovery (+/-5%)

Grade (+/-10%)

Gold Price (+/-10%)

Indicated vs Inferred Ore Feed (94% Indicated resources into PFS schedule)

-

500

1,000

1,500

2,000

2,500

-

500

1,000

1,500

2,000

2,500

3,000

3,500

Year 1Year 2Year 3Year 4Year 5Year 6Year 7Year 8Year 9

AISC $/oz

Ore Tonnes Mined (kt)

IndicatedInferredAll-in-Sustaining Cost

NPV

8

Sensitivity analysis ($’000) based on the Base-Case gold price scenario at A$2,894/oz



7


Bendigo-Ophir PFS 2024



Please see the PFS Executive Summary appended below for more detail. This announcement has been authorised for release by

Santana’s Board of Directors.

Enquiries:

Damian Spring

Exec. Director & CEO

dspring@santanaminerals.com

Sam Smith

Exec. Director Corp Affairs & IR

ssmith@santanaminerals.com



Cautionary Statement

The Preliminary Feasibility Study (PFS) discussed in this ASX announcement has been conducted to assess the potential

development of the Bendigo-Ophir Gold Project in New Zealand. Of the Mineral Resources planned for extraction under the PFS

production model, about 94% are categorized as Indicated, with the remaining 6% classified as Inferred over the 9.17-year

assessment timeframe. The Company believes it has a reasonable basis to disclose a production target that includes some Inferred

Mineral Resources as the Inferred Resources are not a determining factor in the viability of the Project. However, it acknowledges

that there is a low level of geological confidence associated with Inferred Resources and that there is no certainty that further

exploration will result in the determination of Indicated Mineral Resources or that the production target itself will be realised.

Importantly, the feasibility of the development scenario outlined in the PFS does not hinge on the Inferred Mineral Resources.

Additionally, Ore Reserves are based solely on Indicated resources.

This announcement includes forward-looking statements. The Company has concluded that it has a reasonable basis for those

forward looking statements, including the production target set out in the PFS and the financial information on which it is based.

This basis is detailed throughout the release, with all critical assumptions, including the JORC modifying factors, on which the

forward looking statements rely, is fully disclosed in this release. Nonetheless, several variables could cause actual outcomes to

vary significantly from those suggested by the forward-looking statements. Given these uncertainties, investors are cautioned

against making investment decisions based purely on the PFS findings.

To achieve the range of outcomes anticipated in the PFS, the PFS estimates that financing on the order of A$340 million will be

required. Santana believes that there are reasonable grounds for the assumptions it has made in satisfying itself that the requisite

funding for the development of the Project will be available when required. However, Shareholders and prospective investors

should be aware that there is no guarantee Santana will be able to secure this funding as required, and it is possible that the terms

available may be dilutive or adversely otherwise impact the value of Santana’s current shares. Additionally, Santana may explore

alternative value-creating strategies, such as divesting some or all potential revenue streams from precious metals or a full or partial

sale of its interest in the Bendigo-Ophir project.


Previous ASX Disclosures - 2012 JORC Code

Information relating to Mineral Resources, Exploration Targets and Exploration Data associated with the Company’s projects in

this announcement is extracted from the following ASX Announcements:


• ASX announcement titled “Bendigo-Ophir Gold Resources Increased 155% to 643k Oz” dated 28 September 2021

• ASX announcement titled “1.3m ounces upgraded to Indicated category from RAS drilling” dated 16 February 2024

• ASX announcement titled “Outstanding Economics - RAS Scoping Study (First 10 Years)” dated 17 April 2024

• ASX announcement titled “Infill drilling increases RAS Indicated category to 1.45Moz” dated 2 July 2024


A copy of such announcements are available to view on the Santana Minerals Limited website www.santanaminerals.com. The

reports were issued in accordance with the 2012 Edition of the JORC Australasian Code for Reporting of Exploration Results,

Mineral Resources and Ore Reserves. The Company confirms that it is not aware of any new information or data that materially

affects the information included in the original market announcements referenced above and, in the case of the Mineral Resource

estimates, that all material assumptions and technical parameters underpinning the Mineral Resource estimates in the relevant

announcements continue to apply and have not materially changed. The Company confirms that the form and context in which

the Competent Person’s findings are presented have not been materially modified from the original market announcements.






8


Bendigo-Ophir PFS 2024



Current Disclosure - Competent Persons Statement

The information in this report that relates to the July 2024 RAS Mineral Resource Estimates (MRE) and to this November 2024

SRX and SRE MRE, is based on work completed by Mr Kerrin Allwood, a Competent Person (CP) who is a Member of The

Australasian Institute of Mining and Metallurgy (AusIMM). Mr Allwood is a Principal Geologist of GeoModelling Limited, Petone,

New Zealand and has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration

and to the activity which is being undertaken to qualify as a Competent Person as defined in the 2012 Edition of the “Australasian

Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves”. Mr Allwood consents to the inclusion in this

report of the matters based on his information in the form and context in which it appears. Mr Allwood and GeoModelling Limited

are independent of Santana Minerals Ltd.

The information in this report that relates to the prior 2021 Mineral Resource Estimates (2021 MRE) for the CIT deposit completed

by Ms Michelle Wild (CP) (ASX announcement on 28 September 2021) continue to apply and have not materially changed.

The estimated Ore Reserves underpinning the production target set out in this Announcement have been prepared by a

Competent Person as defined in the 2012 Edition of the “Australasian Code of Reporting of Exploration Results, Mineral

Resources and Ore Reserves”, estimated by Rodney Redden (MAusIMM and CP-Mining), a contractor to Santana Minerals Ltd.

The information in this report that relates to the Ore Reserves for Rise and Shine (RAS), Srex (SRX) and Srex East (SRE) is based

on and fairly represents information and supporting documentation compiled by Mr Rodney Redden. Mr Redden is an Associate

of Redden Mining Limited, a full time contractor to Matakanui Gold Limited (a wholly owned subsidiary of Santana, and is a

Chartered Professional Mining Engineer of the Australian Institute of Mining and Metallurgy. Mr Redden has sufficient experience

that is relevant to the style of mineralisation and type of deposit under consideration and to the activity currently being

undertaken to qualify as a Competent Person as defined in the 2012 Edition of the “Australasian Code of Reporting of Exploration

Results, Mineral Resources and Ore Reserves”. Mr. Redden consents to the inclusion in this report of the matters based on the

information in the form and context in which it appears. The Company confirms that the form and context in which the

Competent Persons’ findings are presented have not been materially modified.

Forward Looking Statements

Forward-looking statements in this announcement include, but are not limited to, statements with respect to Santana’s plans,

strategy, activities, events or developments the Company believes, expects or anticipates will or may occur. By their very nature,

forward-looking statements require Santana to make assumptions that may not materialize or that may not be accurate.

Although Santana believes that the expectations reflected in the forward-looking statements in this announcement are

reasonable, no assurance can be given that these expectations will prove to have been correct, as actual results and future events

could differ materially from those anticipated in the forward-looking statements. Accordingly, viewers are cautioned not to place

undue reliance on forward-looking statements. Santana does not undertake to update publicly or to revise any of the included

forward-looking statements, except as may be required under applicable securities laws.










BENDIGO-OPHIR

PRE-FEASIBILITY

STUDY SUMMARY


2


Bendigo-Ophir Gold Project Pre-Feasibility Study | Disclaimers

Disclaimer

All information contained in this presentation is of a general nature. Potential investors are cautioned against using the content of this presentation, in

isolation, for making investment decisions and should also refer to Santana Minerals Limited (‘Santana’) Annual Reports and ASX:SMI releases. For further

information about Santana visit our website at www.santanaminerals.com.

Best efforts have been made to ensure the accuracy of information contained (at the time of preparation). Where forward targets and/or assumptions

have been included – all such instances are indicative only and subject to alteration and/or cancellation as and when the management of Santana

determines.

Research and advice of a qualified financial advisor or accountant are strongly recommended to anyone considering investing in listed company securities,

including those of Santana.

The Prefeasibility Study, including the production target and the forecast financial information derived from the production target, referred to in this

Presentation (PFS) was released to the ASX on 15 November 2024. This Presentation includes summary excerpts from the PFS and does not purport to

be all-inclusive or complete.

Forward-Looking Statements

This Presentation contains various forward looking statements. Forward-looking statements in this presentation include, but are not limited to,

statements regarding the production target, financial information based on that production target and statements statements with respect to Santana’s

future plans, strategy, activities, events or developments the Company believes, expects or anticipates will or may occur. By their very nature, forward-

looking statements require Santana to make assumptions that may not materialize or that may not be accurate. The Company has concluded that it has

a reasonable basis for providing these forward-looking statements, including the production target and the forecast financial information included in this

Presentation. The detailed reasons for these conclusions are outlined throughout the ASX releases dated 15 November 2024. However, no assurance can

be given that these expectations will prove to have been correct, as actual results and future events could differ materially from those anticipated in the

forward-looking statements. Accordingly, viewers are cautioned not to place undue reliance on forward-looking statements. Santana does not undertake

to update publicly or to revise any of the included forward-looking statements, except as may be required under applicable securities laws.

To achieve the range of outcomes anticipated in the PFS, the PFS estimates that financing in the order of A$340 million will be required. Santana believes

that there are reasonable grounds for the assumptions it has made in satisfying itself that the requisite funding for the development of the Project will

be available when required. However, Shareholders and prospective investors should be aware that there is no guarantee Santana will be able to secure

this funding as required, and it is possible that the terms available may be dilutive or otherwise adversely impact the value of Santana’s current shares.

Additionally, Santana may explore alternative value-creating strategies, such as divesting some or all potential revenue streams from precious metals or

a full or partial sale of its interest in the Bendigo-Ophir project.

Of the Mineral Resources planned for extraction under the PFS production model approximately 84% is within the Indicated Resources category, with the

balance (16%) being classified within the Inferred Resources category. There is a low level of geological confidence associated with Inferred Mineral

Resources and there is no certainty that further exploration work will result in the determination of Indicated Mineral Resources or that the production

target itself will be realised.

Competent Persons Statement

The production target and the forecast financial information derived from the production target set out in this presentation were first contained in a

public announcement released to the ASX on 13 November 2024. The Company confirms that all material assumptions underpinning the production target

and the forecast financial information derived from it continue to apply and have not materially changed.

The information in this report that relates to Mineral Resources is based on information contained in the following public announcements:

13 November – ASX Announcement titled “Bendigo-Ophir Pre-Feasibility Study”

2 July 2024 – ASX Announcement titled “Infill drilling increases RAS Indicated category to 1.45Moz”

16 February 2024 – ASX Announcement titled “1.3M ounces upgraded to Indicated category from RAS drilling:”

28 September 2021 – ASX Announcement titled “Bendigo-Ophir Gold Resources Increased 155% to 643k Oz”

The information in this report that relates to Ore Reserves is based on information contained in the public announcement made to the ASX on 13 November

2024.

The information in this report that relates to Exploration Results is based on information contained in the following public announcement:

22 August 2022 – ASX Announcement titled “MDD054 Jewellery Box Re-Assays to 1400 g/t Gold”

A copy of these announcements are available to view on the Santana Minerals Limited website www.santanaminerals.com or on the ASX platform

www.asx.com.au.

The reports are issued in accordance with the 2012 Edition of the JORC Australasian Code for Reporting of Exploration Results, Exploration Results, Mineral

Resources and Ore Reserves including the appropriate Competent Person’s statements. The Company confirms that the form and context in which the

Competent Person’s findings are presented have not been materially modified from the original market announcements.

The Company confirms that it is not aware of any new information or data that materially affects the information included in the original market

announcements and, in the case of estimates of mineral resources and ore reserves, that all material assumptions and technical parameters underpinning

the estimates in the relevant market announcement continue to apply and have not materially changes.

Cautionary Statement – Inferred Resources Included in Production Target

Of the Mineral Resources planned for extraction under the PFS production model approximately 94% is within the Indicated Resources category and is

classified Probable Reserves, with the balance (6%) being classified within the Inferred Resources category. There is a low level of geological confidence

associated with Inferred Mineral Resources and there is no certainty that further exploration work will result in the determination of Indicated Mineral

Resources or that the production target itself will be realised.


Competent Persons Statement

The production target and the forecast financial information derived from the production target set out in this presentation were first contained in a public

announcement released to the ASX on 15 November 2024. The Company confirms that all material assumptions underpinning the production target and

the forecast financial information derived from it continue to apply and have not materially changed.

The information in this report that relates to Mineral Resources is based on information contained in the following public announcements:

15 November – ASX Announcement titled “Bendigo-Ophir Pre-Feasibility Study”

2 July 2024 – ASX Announcement titled “Infill drilling increases RAS Indicated category to 1.45Moz”

16 February 2024 – ASX Announcement titled “1.3M ounces upgraded to Indicated category from RAS drilling:”

28 September 2021 – ASX Announcement titled “Bendigo-Ophir Gold Resources Increased 155% to 643k Oz”

The information in this report that relates to Ore Reserves is based on information contained in the public announcement made to the ASX on 15 November

2024.

The information in this report that relates to Exploration Results is based on information contained in the following public announcement:

22 August 2022 – ASX Announcement titled “MDD054 Jewellery Box Re-Assays to 1400 g/t Gold”

A copy of these announcements are available to view on the Santana Minerals Limited website www.santanaminerals.com or on the ASX platform

www.asx.com.au.

The reports were issued in accordance with the 2012 Edition of the JORC Australasian Code for Reporting of Exploration Results, Mineral Resources and

Ore Reserves. The Company confirms that it is not aware of any new information or data that materially affects the information included in the original

market announcements referenced above and, in the case of the Mineral Resource estimates, that all material assumptions and technical parameters

underpinning the Mineral Resource estimates in the relevant announcements continue to apply and have not materially changed. The Company confirms

that the form and context in which the Competent Person’s findings are presented have not been materially modified from the original market

announcements.

has context menu


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive

Summary

TABLE OF CONTENTS

Executive Summary .................................................................................................................... 7

ES 1. Introduction, Background and History ....................................................................................... 8

ES 1.1 Introduction .................................................................................................................... 8

ES 1.3 Background and History ................................................................................................ 11

ES 2. Current Permits and Land access ............................................................................................. 11

ES 3. Geology .......................................................................................................................................... 11

ES 3.1 Local Geology ................................................................................................................ 12

ES 3.2 Deposit Geology and Mineralisation .............................................................................. 12

ES 3.3 Rise and Shine ............................................................................................................... 13

ES 3.4 SRX ................................................................................................................................ 15

ES 4. Resources ..................................................................................................................................... 16

ES 4.1 Data .............................................................................................................................. 17

ES 4.2 Interpretation ................................................................................................................ 17

ES 4.3 Estimation ..................................................................................................................... 18

ES 4.4 Classification ................................................................................................................ 18

ES 4.5 Reasonable Prospects .................................................................................................. 19

ES 5. Geotechnical ................................................................................................................................ 20

ES 5.1 Open Pit ........................................................................................................................ 21

ES 5.2 Underground ................................................................................................................. 21

ES 6. Hydrogeology ................................................................................................................................ 22

ES 7. Metallurgical testwork ................................................................................................................. 23

ES 8. Mining ............................................................................................................................................ 25

ES 8.1 Introduction .................................................................................................................. 25

ES 8.2 Pit Optimisations ........................................................................................................... 25

ES 8.3 Pit Design ...................................................................................................................... 31

ES 8.4 Open Pit Production Scheduling .................................................................................... 33

ES 8.5 Mining Fleet and Requirements ..................................................................................... 40

ES 8.6 Engineered Landform (ELF) ........................................................................................... 41

ES 8.7 Rise and Shine Underground ......................................................................................... 43

ES 8.8 Mining Reserves ............................................................................................................ 47

ES 8.9 Relevant Factors ........................................................................................................... 48

ES 9. Plant feed schedule – all sources .............................................................................................. 49

ES 10. Processing .................................................................................................................................. 52

ES 10.1 Run-of-Mine (ROM) Pad and Crushing Circuit .............................................................. 54

ES 10.2 Milling ......................................................................................................................... 54

ES 10.3 Classification .............................................................................................................. 54

ES 10.4 Gravity Concentration ................................................................................................. 54


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive

Summary

ES 10.5 Trash Screening ........................................................................................................... 55

ES 10.6 Leach and Adsorption Circuit ...................................................................................... 55

ES 10.7 Elution ......................................................................................................................... 55

ES 10.8 Cyanide destruction .................................................................................................... 55

ES 10.9 Arsenic removal .......................................................................................................... 56

ES 10.10 Tails Thickening ......................................................................................................... 56

ES 10.11 Tailings Pumping ....................................................................................................... 56

ES 10.12 Throughput expansion .............................................................................................. 56

ES 11. TSF .............................................................................................................................................. 58

ES 11.1 Design ......................................................................................................................... 59

ES 12. Infrastructure ............................................................................................................................ 60

ES 12.1 Mining Operations and Processing Plant Site & Infrastructure ..................................... 60

ES 12.2 Project Water Supply ................................................................................................... 61

ES 12.3 Power Supply .............................................................................................................. 61

ES 12.4 Site Access and alternate route for Thomson Gorge Road ........................................... 61

ES 13. Costs .......................................................................................................................................... 62

ES 13.1 Operating Cost Estimates: Open pit ............................................................................ 62

ES 13.2 Operating Cost Estimates: Underground ..................................................................... 62

ES 13.3 Operating Cost Estimates: Processing ......................................................................... 63

ES 13.4 Operating Costs: General and Administration .............................................................. 64

ES 13.5 Capital Cost Estimates ................................................................................................ 64

ES 14. Financial evaluation ................................................................................................................ 67

ES 15. Environment .............................................................................................................................. 72

ES 16. Geochemical ............................................................................................................................ 75

ES 17. Community and iwi .................................................................................................................. 76

ES 18. Permitting .................................................................................................................................. 77

ES 18.1 Mining Permits ............................................................................................................ 77

ES 18.2 Resource Consents ..................................................................................................... 77

ES 18.3 Application .................................................................................................................. 78

ES 19. Closure ...................................................................................................................................... 78

ES 20. Project Implementation .......................................................................................................... 78

ES 21. Risks and Opportunities .......................................................................................................... 79

ES22. Funding ...................................................................................................................................... 80








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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive

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Figures

Figure ES 1: BOGP general site layout ................................................................................................ 9

Figure ES 2: BOGP Location ............................................................................................................. 10

Figure ES 3: Regional Setting of the Bendigo-Ophir Project Area (BOGP) .......................................... 12

Figure ES 4: Main Prospects Along the RSSZ .................................................................................... 13

Figure ES 5: RAS deposit map .......................................................................................................... 14

Figure ES 6: RAS deposit long section .............................................................................................. 14

Figure ES 7: RAS deposit cross section ............................................................................................ 15

Figure ES 8: SRX deposit geological map ......................................................................................... 16

Figure ES 9: SRX deposit cross section ............................................................................................ 16

Figure ES 10: An orthogonal view looking south of the RAS final pit and Underground workings ....... 26

Figure ES 11: RAS pit by pit optimisation results .............................................................................. 28

Figure ES 12: SRX pit by pit optimisation results .............................................................................. 29

Figure ES 13: RAS sensitivity analysis spider graph .......................................................................... 31

Figure ES 14: RAS staged pit designed long section ......................................................................... 32

Figure ES 15: RAS pit stages in plan view ......................................................................................... 32

Figure ES 16: Total material mined per year at RAS open pit ............................................................. 36

Figure ES 17: Total material mined at RAS open pit per stage per year ............................................. 36

Figure ES 18: Northwest-Southeast Cross-section of the Waste Rock Dump................................... 43

Figure ES 19: Development Design .................................................................................................. 45

Figure ES 20: Panel layout ............................................................................................................... 45

Figure ES 21: Mill feed by source ..................................................................................................... 51

Figure ES 22: Mill feed tonnes by resource class .............................................................................. 51

Figure ES 23: Mill feed ounces by resource class ............................................................................. 52

Figure ES 24: BOGP Process plant – process flow diagram .............................................................. 53

Figure ES 25: Process plant – general arrangement ......................................................................... 57

Figure ES 26: shows the location of the TSF and ELFs ...................................................................... 58

Figure ES 27: TSF and ELF sections .................................................................................................. 59

Figure ES 28: Main BOGP Infrastructure area ................................................................................... 60

Figure ES 29: Project Free cash flow (inc Tax, NZD'000) ................................................................... 71

Figure ES 30: Project NPV Sensitivities (NZD'000) at 8% Post-Tax, Real Discount Rate .................... 71

Figure ES 31: Production Profile OP/UG w/AISC at Spot Gold Price (NZ$4,406/oz) .......................... 72

Figure ES 32: Project Footprint, Ecological Study Area, Dunstan Ecological District and DOC

administered conservation areas .................................................................................................... 73

Tables

Table ES 1: Collated Mineral Resource Estimates ............................................................................ 20

Table ES 2: RAS PFS Level Recommended Pit Slope Design ............................................................ 21

Table ES 3: SRX Scoping Level Recommended Pit Slope Design ...................................................... 21

Table ES 4: Assessed Hydraulic Radii for Stope Walls ...................................................................... 22

Table ES 5: Recommended Stope Dimensions with Cable Bolting in the Backs ............................... 22

Table ES 6: Block model and topography files .................................................................................. 26

Table ES 7: Optimisation input parameters ..................................................................................... 27

Table ES 8: Optimisation mining cost and adjustment factors ......................................................... 27

Table ES 9: Sensitivity analysis top three parameters ranking .......................................................... 30

Table ES 10: Final pit design versus shell 32 .................................................................................... 31

Table ES 11: Pit Stage Inventories .................................................................................................... 33


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive

Summary

Table ES 12: SRX final pit design versus shell 33 .............................................................................. 33

Table ES 13: RAS - Pit Design Inventory ............................................................................................ 34

Table ES 14: RAS OP Mining Schedule ............................................................................................. 37

Table ES 15: SRX - Pit Design Inventory ............................................................................................ 38

Table ES 16: SRX (monthly) Mining Schedule ................................................................................... 39

Table ES 17: Open pit drill and blast parameters ............................................................................. 40

Table ES 18: Mining fleet composition ............................................................................................. 41

Table ES 19: Waste Rock Dump Design Capacity ............................................................................ 42

Table ES 20: Break Even Cut off Grade Calculation .......................................................................... 44

Table ES 21: Ore details and Waste by year ..................................................................................... 46

Table ES 22: Development by Type .................................................................................................. 46

Table ES 23: Paste, cabling, trucking, shotcrete .............................................................................. 47

Table ES 24: BOGP Mineral reserve estimate as at 1 December 2024 .............................................. 48

Table ES 25: Annual Processing Schedule ....................................................................................... 50

Table ES 26: LoM open pit mining costs ........................................................................................... 62

Table ES 27: LoM Underground mining operating costs ................................................................... 63

Table ES 28: LoM Processing operating costs .................................................................................. 64

Table ES 29: General and Administration operating costs ................................................................ 64

Table ES 30: Site establishment costs breakdown ........................................................................... 65

Table ES 31: Further detailed breakdown of the 1.5Mtpa plant EPCM cost ...................................... 66

Table ES 32: Full TSF capital costs ................................................................................................... 66

Table ES 33: Underground capital ................................................................................................... 67

Table ES 34: Other capital costs ...................................................................................................... 67

Table ES 35: Key Project Metrics ...................................................................................................... 68

Table ES 36: Key Financial Metrics ................................................................................................... 69

Table ES 37: Summary operating costs ........................................................................................... 70

Table ES 38: Capital cost summary ................................................................................................. 70




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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive

Summary


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive

Summary

Executive Summary

ES 1. Introduction, Background and History

ES 1.1 Introduction

The Bendigo Ophir Gold Project (BOGP) as presented in the Preliminary Feasibility Study (PFS)

will be an open pit and underground mining operation based on the Rise and Shine (RAS) orebody

with satellite feed from the Srex (SRX) orebody.

The study has been prepared by selecting a base-case scenario modelled on a conservative gold

price of US$1,900/oz. To forecast more current economics, a spot gold price scenario was also

modelled at US$2,626/oz. The key inputs, including foreign exchange rates, mining and

processing costs, mining parameters, and all associated financial outcomes of the study can be

found in section ES14 Financial evaluation.

At the current spot price of gold (A$4,000/oz), an after-tax Net Present Value (NPV8) of A$1.06

billion is generated over the initial term with an IRR of 68% and a simple payback period of less

than one year from the commencement of production.

At the base case price of gold (A$2,894/oz), an after-tax Net Present Value (NPV8) of A$0.535

billion is generated over the initial term with an IRR of 42% and a simple payback period of 1.7

years from the commencement of production.

The primary RAS orebody underpins the PFS with grades and thicknesses that support an

underground mining operation beneath the economic limits of the open pit. The processing rate

will initially be 1.5Mtpa, expanding to 2.1Mtpa when the underground is brought into production

in parallel with on-going open pit feed sources. The total processing inventory is 16.8Mt at 2.3g/t

for 1,245koz. 94.9% of the feed ounces are from Indicated resources. Inferred resources mined

are only as a consequence of mine designs optimised to target Indicated resources only.

The RAS orebody is estimated to have a total recovery to doré of 93% of the contained metal. SRX

recovery is 68% through the process flow sheet which is optimised on RAS mineralisation.

Significant Inferred resources remain west of and down dip at RAS, and also at SRX and Come-

in-Time (CIT) deposits that have not been included in this PFS.

Infill drilling at CIT deposit was incomplete prior to the most recent Mineral Resource Estimate

(MRE) update.

The processing flowsheet is a simple single stage crush, grind, gravity concentrate, carbon-in-

leach (CIL), elution to a conventional wet tailings storage facility (TSF). Doré will be the final

product. The TSF will be completely buttressed during and post operations by the engineered

landform (ELF) comprising waste material from the RAS pit.

There is nearby access from the national road network, along with fresh water and high voltage

power, all readily accessible from just outside the project area. An initial construction camp will

be established to cater for temporary personnel involved in establishing the project. Operations

staff will be based in any of the multiple local communities within an hour’s drive of the project.

The overall site layout is shown in Figure ES 1.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive

Summary


Figure ES 1: BOGP general site layout


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary



The BOGP is sited in the Dunstan Mountains of Central Otago, South Island, New Zealand (NZ)

(see Figure ES 2) within the territorial authorities of Central Otago District Council (CODC) and

Otago Regional Council (ORC).

The local area is known as Bendigo, named in the 1860s by miners arriving from the Australian

(Bendigo, Victoria) goldfields. The Dunstan Mountains comprise large pastoral holdings.

Vineyards and cherry orchards are developed on terraces flanking the northwestern margin of

the Dunstan Mountains.

Figure ES 2: BOGP Location


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

The preferred route to the site from Cromwell, the nearest main centre, is via State Highway 8

(SH8) to the Ardgour Road turn-off (24km from Cromwell), then via Ardgour Road, before

travelling along Thomsons Gorge Road (TGR) for 6.5km. Finally, a new road into Shepherds Valley

will provide access to the process plant site.

ES 1.3 Background and History

The area’s mining activity dates back to the Otago gold rush of the 1860s, when the discovery of

gold in Central Otago attracted miners from around the world. Gold mineralisation is widespread

within the Otago Schist, with over 5 million ounces of hard-rock gold, and 8 million ounces of

alluvial gold, being won from Otago goldfields.

The Bendigo field quickly became one of the most significant quartz reef mining areas in Otago,

with approximately 300,000 ounces of gold mined from the Bendigo goldfield and its surrounding

areas up to the 1940s.

In 2012 Depot Corporation Ltd, led by Santana Director, Kim Bunting, began regional exploration

in the RAS valley using track and trail regolith mapping, rock chip sampling, and portable XRF soil

geochemistry. In 2014 Depot Corporation vended its exploration permits to Matakanui Gold

Limited (MGL) and drilling operations were conducted at CIT, RAS and SRX in 2018 and 2019.

In 2020, ASX-listed Santana Minerals Ltd bought MGL with initial diamond drilling commencing

immediately thereafter. Drilling continued in 2021, when the RAS discovery hole (MDD007) was

drilled at 40.3m @ 2.05g/t gold.

ES 2. Current Permits and Land access

The BOGP sits within Mineral Exploration Permit (MEP) 60311.

MEP60311 is owned by Matakanui Gold Limited (MGL) (NZBN 9429041420614) which is a NZ-

registered company, and a fully owned subsidiary of Santana Minerals Limited (SMI) (ACN 161

946 989), an Australian-registered company listed on the Australian Stock Exchange (ASX.SMI)

and the New Zealand Stock Exchange (NZX.SMI).

Land ownership across the project area is freehold, private land, with Bendigo Station to the

southwest (SW) and Ardgour Station to the northeast (NE). Agreements are in place with both

Bendigo and Ardgour stations that allow the project to proceed, subject to project consents and

company approval, through a mix of agreements relating to:

• Purchase;

• Lease agreements; and

• Mining terms with royalty structures.

ES 3. Geology

Gold mineralisation occurs along the Rise and Shine Shear Zone (RSSZ) within the Otago Schist

(Figure ES 3). The Otago Schist is formed from sedimentary and minor intermediate volcanics

and volcaniclastics of the Caples and Rakaia tectono-stratigraphic terranes. Schist protolith

rocks were deposited in a forearc setting along the paleo-Pacific convergent margin of

Gondwana between ca. 250 and 200 Ma.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Figure ES 3: Regional Setting of the Bendigo-Ophir Project Area (BOGP)

ES 3.1 Local Geology

The Dunstan Mountains are an uplifted block of the Otago Schist, tilted towards the northwest,

with remnants of a Cretaceous peneplain preserved on its northwest slope.

The largely coplanar RSSZ and younger Thomsons Gorge Fault (TGF) cut across the axis of the

Dunstan Mountains. The TGF juxtaposes lower greenschist facies TZ3 and mid to upper

greenschist facies TZ4 schists. Both the TGF and the RSSZ strike northwest and dip

approximately 25° towards the northeast.

The TGF across the RSSZ is an unmineralised 0.3m – 12m thick cataclastic, fault zone separating

biotite zone schists in the southwest (footwall, TZ4) from chlorite zone schists in the north-east

(hanging-wall, TZ3). The TGF is locally extremely planar. Later NE-striking faults (i.e. Norms

Fault) displace the TGF by 10’s to 100’s of metres.

The RSSZ occurs in TZ4 schists of the footwall of the TGF and is a zone up to 200m thick of low-

angle, late-metamorphic, silicified brittle shears within greenschist facies psammitic, pelitic and

meta-volcanic rocks of the Mesozoic Otago Schist Group. The RSSZ silicified shears are termed

silica breccias (SBX).

The RSSZ dips 20-30° to the north-east and generally crosscuts the metamorphic foliation at a

low angle.

ES 3.2 Deposit Geology and Mineralisation

Gold mineralisation is concentrated in four deposits along the shear zone. The deposits known

along the RSSZ are: Come in Time (CIT), Rise and Shine (RAS), Srex (SRX), all approximately 1km

apart, and Srex East (SRE), located about 200m east of SRX.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Figure ES 4: Main Prospects Along the RSSZ

RAS, SRX and SRE all outcrop in the base of the Rise & Shine Valley and dip north. The CIT deposit

outcrops near the top of the southern face of the Shepherd’s Creek Valley. The gold deposits

identified to date in the RSSZ form 150m to 500m wide shoots plunging to the north.

Mineralisation is generally hosted in breccias or veins.

ES 3.3 Rise and Shine

Mineralisation at RAS has been traced over a width of 350m and down plunge (25 degrees to the

NNE) length of 1.7km. Mineralisation extends up to 90m below the TGF, however is typically 30-

40m. Refer to Figure ES 5, Figure ES 6, and Figure ES 7.

Within the wider zone of mineralisation at RAS, a higher-grade core of approximately 150-200m

width contains most of the gold. The high-grade core is a cataclasite (brecciated) network of

anastomosing, post-metamorphic quartz (SBX), these occur with minor sulphide veins in a halo

around the core mineralisation. Locally, a number of splay faults are interpreted coming off the

main structure which give a sense of structural control. These are also mineralised and are

traceable for 10s to 100s of metres.

The RAS deposit is primarily all fresh rock with subsurface oxidation variably extending from 5-

20m depth.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Figure ES 5: RAS deposit map


Figure ES 6: RAS deposit long section


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Figure ES 7: RAS deposit cross section


ES 3.4 SRX

The SRX and SRE deposits are located in the upper part of Rise and Shine Creek 1.5 to 2kms

upstream of the much larger RAS deposit. Currently the known mineralisation at SRX covers an

area of 470m x 470m (see Figure ES 8 and Figure ES 9). SRE is offset by 200m from SRX and

covers an area of 350m x 450m. Total mineralised thicknesses are typically 5-15m. The total

thickness is made up of smaller lenses containing economic grades surrounded by sub-grade

material. The mineralised system at SRX is still open to the north and northwest. Micaceous-

carbonate breccia (MCBX} forms the thickest and most extensive zone of strongly deformed rock

within the wider RSSZ at SRX implying it is the principal strand of the RSSZ in this location. The

dominance of MCBX over SBX at SRX implies there was less fluid flow and less intense alteration

at SRX compared with RAS. The abundance of unaltered metamorphic mica in the matrix of

MCBX, unlike in SBX, is consistent with this interpretation.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Figure ES 8: SRX deposit geological map


Figure ES 9: SRX deposit cross section

ES 4. Resources

The Total Mineral Resource Estimate (MRE) for the Bendigo-Ophir Gold Project using a 0.25 g/t

cut-off for open pit and 1.5 g/t for underground is 40.3 Mt at 1.9 g/t for 2.46 Moz comprised of

RAS open pit, RAS underground, CIT and SRX/SRE resources. All mineral resource estimates


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

were prepared by an external consultant using data provided by Santana Minerals. The lower

0.25g/t cut-off grade than the 0.5g/t used in the RAS July 2024 MRE is due to the robust

economics reported in this PFS, additional metallurgical testing and increase gold price. Other

than reporting at a lower cut-off grade there are no other changes from the RAS July 2024 MRE.

A summary of the material information used to estimate the mineral resources for Rise and Shine

(RAS) and Srex (SRX) and Srex East (SRE) is presented in accordance with the Australasian Code

for Reporting of Exploration Results, Mineral Resources and Ore Reserves (the ‘JORC Code’)

2012 edition (refer appended JORC Table 1). For details on the Come in Time (CIT) MRE, please

refer to the announcement dated 28 September 2021.

ES 4.1 Data

The RAS MRE is based on assay sample results from 22 Reverse Circulation Drill (RC) holes

(2,004.5m) and 256 Diamond Drill (DD) holes (71,640.4m). The SRX and SRE MRE is based on

154 RC holes (9,797.3 m) and 66 DD holes (9,445.3 m).

RC samples were collected in the sample box at the base of the cyclone and released into the

riffle splitter at every metre. All diamond core samples were drilled using triple tube methods.

Half-core sampling was completed at predominantly 1m intervals.

All samples were assayed by 50g fire assay at the SGS Laboratories in Westport, Waihi and

Macraes. Routinely, a small number of samples were re-assayed by screen fire assay (SFA),

photon analysis (PA) or accelerated cyanide leach (BLEG) of a 500g sub-sample of the original

coarse rejects as QAQC checks on the original fire assays. The results of these re-assays were

ranked higher than the original fire assay and were used in the MRE

QAQC procedures were completed as per industry standard practices, including blanks,

certified standards, field duplicates, laboratory QAQC and umpire checks.

ES 4.2 Interpretation

At RAS an implicit wireframe model was generated based on a 0.2g/t cut off using surfaces

interpreted from the structural SBX model to control the anisotropy. At the deposit scale no

natural grade breaks have been identified to inform domain boundaries.

At SRX and SRE sectional interpretation was used to generate seven domain wireframes at a

0.25g/t cut off. The nominal interpretation grade was selected because histograms and

cumulative probability plots of the un-domained SRX data showed no natural lower cutoff that

could be used to define mineralisation.

Cross sections for CIT were interpreted on east-west sections at 40m intervals. An assay

boundary of 0.1g/t Au and composite interval using a 0.1g/t Au cut-off grade were used to

delineate the halo of mineralisation on each section. Points were snapped to drillholes,

channels, trenches and underground adit sample points. Subsequent to the mineralised halo

wireframing a higher grade shoot was domained as a discrete zone.

Four oxidation domains were interpreted across the entire project area. The oxidation domains

are intended for use in estimating bulk density and mine planning. The domains include a soil

boundary, notionally 1 m below topography, an oxide domain which varies from 5 to 20 m thick,

a transitional domain which also varies from 5m to 20m thick and is underlaid by a fresh domain.

The bulk of the mineralisation is located within the fresh domain.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

ES 4.3 Estimation

High grade outlier analysis has been completed on 2m composites for each individual

mineralization domain at RAS and SRX. CIT samples were composited to 1m intervals. The

effects of the highest-grade composites on the mean grade and standard deviation of the gold

dataset for each of the estimation domains have been investigated. An upper cut for each

dataset was chosen coinciding with a pronounced inflection or increase in the variance of the

data. RAS outliers were managed by using a distance restriction at a particular grade threshold

to restrict the influence of high-grade values. At RAS gold values greater than the cut off were

restricted to 25 m during the estimation process. At CIT, SRX and SRE, top cuts were used to cut

the composited data.

Wireframed mineralisation domains were used as "hard boundaries" for estimation. Oxide and

transitional mineralisation were estimated together with the fresh mineralisation.

Ordinary Kriging (OK) was selected as the method for estimating the gold grade. Samples at RAS

and SRX were composited to 2m for grade estimation while CIT composites were 1m. At RAS a

single pass was used to interpolate all blocks. Two interpolation passes were used at SRX and

SRE as there are distinct densely and sparsely drilled zones there. CIT used 3 estimation passes

to account for local changes in orientation.

At RAS and SRX block size of 12.5mE by 12.5mN by 2mRL was selected as the appropriate parent

block size given the drill spacing with appropriate sub-celling to ensure adequate volume

representation. CIT parent blocks were 10mE by 20mN by 5mRL.

Variography for the main domains indicate a moderate nugget of 50% with a maximum range of

125m, a semi-major range of 55m and a minor range of 35m for RAS and a high nugget of 80%

with a short range of 30m for Srex. CIT had a lower nugget of 31% and a major range of 50m.

Elliptical search neighbourhoods within domains were applied. The search ellipsoids were

oriented parallel to the variogram model axes and the ratios of the search ellipsoid axis lengths

approximate the ratios in the variogram models. In the main domain at RAS the search ellipsoid

major and semi-major axes were both 150m, reflecting the spatial distribution of the drilling. The

search ellipsoid minor axis was 30 m, the variogram range in that direction. In the steep domain

the semi-major axis of the search ellipsoid was reduced to 75 m to reflect the anisotropy in the

variogram model. The search used a minimum of 4 and a maximum of 15 composites. At SRX

and SRE pass 2 was similar to RAS whereas pass 1 used smaller search axes with a minimum of

10 and a maximum of 20 composites.

Bulk density was interpolated in all block models from density measurements into blocks of the

fresh oxidation domain using inverse distance squared weighting. The fresh oxidation domain

was used as a hard boundary. In blocks where bulk density was not interpolated, bulk density

was assigned to the block model by oxidation domain.

ES 4.4 Classification

Resource categorisation reflects confidence in the estimation of gold grades and is based on

input data quality, geological interpretations, distance to the nearest composite used to

interpolate a block, the average distance to all composites used to interpolate a block and the

kriging slope of regression. The resource estimates have been classified as Indicated and

Inferred Mineral Resources.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

ES 4.5 Reasonable Prospects

Reported resources have all been assessed for Reasonable Prospects of Eventual Economic

Extraction (RPEEE) based on site specific criteria. RPEEE assessments were carried out

sequentially for open pit mining followed by underground mining. Note that detailed Reserve

assessments may move the mining method crossover point based on the economic outcomes.

The portion of the resource considered amenable to open cut mining is reported at lower cutoff

grade of 0.25g/t Au within a RPEEE pit shell. This lower cut-off grade than the 0.5g/t used in the

July 2024 MRE is due to the robust economics reported in this PFS, additional metallurgical

testing and increase gold price. Other than reporting at a lower cut-off grade there are no other

changes from the July 2024 MRE. Outside of this pit shell underground resources are reported at

a lower cutoff of 1.5g/t Au at RAS only. Refer to Table ES 1.

To assess reasonable prospects of economic extraction for mineralisation that potentially could

be extracted by open pit mining methods, the resources have been constrained within a

conceptual Whittle pit shell for each of the deposits.

The conceptual open pit shells for RAS and SRX are based on the following input parameters:

• Gold price NZ$3,250/oz,

• Exchange Rate 0.60 NZD/USD,

• Metallurgical Recovery of 90%,

• Pit slope angles of 45° for all material; and

• Industry correlated mining, ore processing and administration operating costs.

For CIT the following inputs were used:

• Gold price NZ$2,500/oz

• Metallurgical Recovery of 70%

• Processing, NZD$15.00/t

Note that the economic assessment for CIT was at a higher level than RAS or SRX and was based

on earlier extraction investigations.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Table ES 1: Collated Mineral Resource Estimates

Deposit

Mining

method

Category

Cutoff

(Au g/t)

tonnes

(Mt)

Au

(g/t)

koz

RAS

open pit

Indicated

0.25

19.6 2.3 1,452

Inferred 9.9 2.0 634

Total 29.5 2.2 2,086

underground

Indicated

1.5

0 1.9 0

Inferred 2.1 2.2 145

Total 2.1 2.2 145

RAS Total

Indicated


19.6 2.3 1,452

Inferred 12 2.0 779

Total 31.6 2.2 2,231

SRX open pit

Indicated

0.25

2.6 0.7 59

Inferred 2.4 0.9 73

Total 5.0 0.8 132

SRE open pit

Indicated

0.25

0.4 0.7 10

Inferred 0.1 0.9 3

Total 0.5 0.8 13

CIT open pit Inferred 0.25 3.2 0.8 81

Total combined

Indicated


22.6 2.1 1,521

Inferred 17.7 1.6 936

Total 40.3 1.9 2,457

Note: totals may not add due to rounding

ES 5. Geotechnical

A mining focussed site investigation was conducted in early 2024, comprising of four

geotechnical purposed boreholes targeting the proposed RAS pit walls.

The typical rock mass conditions at RAS are summarised as follows:

• A thin layer (1 to 2m) of alluvium and colluvium is present across the site. Alluvium located

within the natural streams. This surficial layer is not anticipated to impact the open pit, nor

underground mine designs.

• Weathered schist (Textural zone 3 - TZ3) is located within the top 20m across the site.

Weathering at SRX is deeper than at RAS.

• The highly foliated (Textural zone 3 - TZ3) chlorite schist rock located above the TGF is

generally weak to moderately strong rock (~20 MPa) and is dominated by foliation shears as

well as foliation parallel shear zones, which become more abundant within 30m of the TGF.

• TGF comprises of fractured and fragmented schist within a matrix of clay gouge. The TGF

thickness varies between 0.5 to 3m within the RAS deposit.

• Textural zone 4 (TZ4) situated below the TGF comprises mineralised biotite schist. The rock

mass is generally medium to strong rock (50 to 90MPa).


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

ES 5.1 Open Pit

The recommended pit slope design sectors and slope configurations for RAS and SRX are

presented respectively in Table ES 2 and Table ES 3. The level of data available for SRX is scoping

level only.

Table ES 2: RAS PFS Level Recommended Pit Slope Design

Wall

Aspect

(1)

(°)

Unit

IRA

(2)


(°)

BFA

(3)


(°)

Berm

Width (m)

Bench

Height (m)

Controlled By

Southwest

350 to

065

All 30 50 9 15

Foliation/foliation shears

dipping towards

northeast

West

065 to

160

TZ3 35 50 11 15

Planar sliding along the

obliquely dipping TGF

(4)


TZ4 45 60 6.5 15

Planar failure along

faults and shears

identified behind the pit

wall

Northeast

160 to

235

All 45 60 6.5 15

East

235 to

350

TZ3 40 60 9 15

Planar sliding along the

obliquely dipping TGF

(4)


TZ4 47 70 7.5 15

Planar failure along

faults and shears

identified behind the pit

wall

(1) Slope aspect measured as the direction the wall dips towards.

(2) Inter-ramp angle.

(3) Batter face angle.

(4) Opportunity to steepen IRA based on future 3D stability analyses and/or mapping data of the TGF.


Table ES 3: SRX Scoping Level Recommended Pit Slope Design

Wall

Aspect

(°)

IRA

(°)

BFA

(°)

Berm

Width (m)

Bench

Height (m)

Controlled by

Southwest

350 to

065

30 50 9 15

Foliation/foliation shears

dipping towards northeast

West,

Northeast, and

East

065 to

350

45 60 6.5 15

Probable Planar failure along

faults and shears identified

behind the pit wall

ES 5.2 Underground

The empirical assessments conducted assess the potential dimensions of each stope face.

Based on the assessment, the end walls of the stopes are not expected to control the stope

width. Where the stability of the backs is able to be controlled by cable bolting, the requested

15m stope width is expected to be feasible.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Table ES 4: Assessed Hydraulic Radii for Stope Walls

Stope Wall

Hydraulic Radii (Recommended Range, typical conditions)

Matthews / Potvin Assessment

Hanging and footwall (TZ4) 4.6 – 5.5

Stope backs (when in TZ3) 1.4

(1)


Stope backs (when in TGF) 0.6

(1)


Stope backs (when in TZ4) 3.2 – 3.8

Stope end wall (TZ4) 5.0 – 5.9

(1) Unsupported.

Table ES 5: Recommended Stope Dimensions with Cable Bolting in the Backs

Depth

(mbgl)

Stope Height

(1)

(m)

Maximum Stope

Length

(2)

(m)

Maximum Stope

Width

(3)

(m)

Notes and Limiting Wall

Mechanism

250

20 25

15

(4)


Assumes heavy support of the

backs is practical and

economic

Potential for footwall planar

slide

25 20

400

20 20

25 15

(1) Vertical height.

(2) Along strike.

(3) Across Strike

(4) Stope width is expected to be controlled by the ability to support the backs.

Development ground support in the TZ3 will be shotcrete with rock-bolts and in the TZ4 it will be

mesh with rockbolts.

ES 6. Hydrogeology

The BOGP sits astride a ridge dividing the Shepherds Creek and Rise and Shine Creek on the

eastern flanks of the Dunstan Mountains, Central Otago. Shepherds Creek is a minor tributary of

the Lindis River, while Rise and Shine Creek is a small tributary of Bendigo Creek, both diminish

and cease flowing as the creeks pass off the hard-rock schist onto the more permeable gravel

deposits forming alluvial aquifers across the valley floors. Regionally, the Clutha River

catchment makes up 67% (⅔) of the Otago region, and the mean flow of the Clutha passing the

Bendigo area is approximately 271 cubic metres per second (23,414 megalitres per day). There

is a strong pluviographic (rainfall) gradient from extremely high runoffs in the Southern Alps

headwaters to specific discharge only a sixth of the Alps in the Bendigo catchments. The gradient

is the result of a drop-off in Alps spill-over precipitation, plus the effect of rain shadowing by

inland Otago ranges.

Shepherds and Bendigo Creeks become intermittent and drain into the ground before meeting

their respective downstream main stems, due to soakage into the creek bed gravel alluvium.

However, groundwater under the mining complex is found within fractured rock comprising

Otago Schist (including textural zone 3, 4, and the Rise and Shine Shear Zone), with very low

permeabilities compared to the alluvial aquifers found on the valley floors. The excavation of the

RAS surface mining pit, and the underground, will each induce the seepage of small volumes of

water from the surrounding rock, requiring it to be pumped away from the working faces. The


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

relatively low fracture permeability of all parts of the schist rockmass constrains the rates of

seepage and makes the discharge a relatively small part of the mining complex water balance.

Current model estimates of the ultimate RAS pit inflows lie between 14 and 28 litres per second.

Corresponding RAS underground workings’ groundwater seepage rates approach 24 litres per

second at peak.

The planned mining and processing complex requires a water supply of up to 97 litres per second

for the process plant, mainly for plant make-up water and dust suppression. This would be

obtained from two bores in the Bendigo Aquifer, located 7 kilometres to the west of the mining

complex. Mine water would also be used in a supplemental role in processing and dust

suppression, to offset the need to discharge or use clean water. When in full operating cycle, a

significant amount of water will be recycled from the tailing storage facility. Otherwise, water

mainly leaves the site through evaporation. During and after infrequent rain events, mine

influenced water will be recycled or treated to meet water quality limits before any discharge.

A production bore test in July 2024 has demonstrated the required capacity in addition to

inducing off-site effects, that are in all respects acceptable (i.e., water levels, impacts on surface

water and availability of allocation).

ES 7. Metallurgical testwork

Various historical testwork programmes (Stages 1 through 4) have been completed for the

BOGP, primarily by Kappes Cassidy and Associates (KCA) and ALS Laboratory, during 2018 to

2022.

The PFS testwork programme had the following objectives:

• Composite master sample selection to represent the expected Life of Mine (LOM) ore blend

for the RAS deposit.

• Variability sample selection for RAS to provide spatial variability data.

• Determination of comminution characteristics for the master composite and variability

samples.

• Gravity recovery and intensive leaching of gravity concentrate on all samples.

• Flotation sighter testing on master composite.

• Cyanide leach grind optimisation, reagent optimisation and CIL testing on master composite.

• Cyanidation response based on optimised flowsheet for the variability samples.

As the testwork program proceeded the following steps were included:

• Cyanide destruction testwork on master composite.

• Arsenic removal on master composite.

• Diagnostic leaching of optimised CIL of master composite.

• Thickening testwork.

The SRX deposit was subsequently added to the testwork program, with initial testwork based on

the RAS optimised program.

The following conclusions can be drawn from the current and previous metallurgical and

comminution testwork programmes:


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

• The RAS ore is a moderately abrasive and competent ore with moderately high comminution

energy requirements.

o An Abrasion index of 0.3077, indicating the ore exhibits moderate abrasivity.

o Crusher Work index reported a range from 2.96 to 15.24 kWh/t and an average work

index value of 5.15 kWh/tonne.

o A Bond Ball Work index of 19.0 kWh/t (range 17.4 to 21.0 kWh/t) categorising the ore as

moderately hard.

o SAG Circuit Specific Energy values of 9.18 kWh/tonne (range 8.52 to 10.75 kWh/tonne),

indicating a medium to high power input is required for grinding.

• The RAS ore is ‘free-milling’ with a high gravity - recoverable free gold component and high

gold recovery from the gravity tails by cyanidation leach with moderate reagent

consumptions.

o Gravity gold recoveries ranged from 45.4% to 76.3%.

o Testwork at this scale will over account for gravity recovery, and in design a value of 32%

has been adopted.

o Overall gold recoveries ranging from 86.0% to 97.8%.

o Final leach residue grades ranging from 0.07g/t to 0.46g/t.

• A grind optimisation study was undertaken to evaluate the effect of grind size on project

economics. The results of the grind optimisation study indicated:

o The increase in gold revenue (recovery) with fineness of grind is offset by the increase in

operating costs to achieve the finer grind sizes. The net revenue (gold revenue –

operating costs) varies by less than 1% between 75 μm and 106 μm.

o The optimum grind for the RAS ore is 106 μm.

• While leaching is effectively completed in 8 hours preg-robbing behaviour occurs with

increased residence time and so are not suited to a hybrid leach-CIL. Cyanide in the process

water should be minimised as much as possible.

• The RAS ores have demonstrated amenability to cyanide destruction using the air/SO2

system.

• Arsenic is leached in the leach process, and an arsenic removal step is required on the

tailings. Initial testwork has indicated that the ores are amenable to arsenic removal using

ferric chloride precipitation of a ferric arsenate.

• Anticipated lime and cyanide consumptions are typical of operations conducted with good

quality water treating primary ores with a small refractory component. Cyanide

consumptions ranged from 0.33 to 0.56kg/t throughout the tests using tap water. Further

testing using site water is recommended given the high quality.

For the Srex deposit the following conclusions can be drawn:

• The Srex ore is similar in comminution characteristics to RAS, an abrasive, moderately

competent ore with above average comminution energy requirements:

o Abrasion Index – 0.3152;

o Crusher Work index reported a range from 1.80 to 10.70 kWh/t and an average

work index value of 5.25 kWh/t;

o A Bond Ball Work index of 16.9 kWh/t; and

o SAG Circuit Specific Energy values of 8.83 kWh/tonne (range 7.72 to 9.16

kWh/tonne), indicating a medium to high power input is required for grinding.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

• The Srex ore is less free milling than RAS, showing a refractory component that is not

leachable through fine (20 μm) grinding. The Srex deposit shows greater sensitivity to

grind size than RAS.

• Flotation testwork indicated a higher recovery to flotation concentrate than seen with

RAS.

• Gravity recovery for the Srex deposit is lower than that seen for the RAS material, ranging

from 22-23%.

• As with RAS ores, Srex shows some preg robbing behaviour and is not suited to a hybrid

leach-CIL. Overall gold recoveries ranging from 66.8% to 68.7%.

The metallurgical treatment route selected has been based on the results of this test programme

with consideration of results from previous programmes and can be summarised as follows:

• Single stage crushing;

• Single stage SAG milling;

• Gravity concentration;

• Carbon-in-leach (CIL);

• AARL stripping circuit;

• Cyanide destruction; and

• Arsenic removal.

The Srex ore will be treated through the processing route optimised for RAS ore.

ES 8. Mining

The RAS deposit is planned to be mined by staged open pit and underground methods. The two

operations are independent and can be developed in parallel as the topography allows a low

elevation underground portal position, not requiring the open pit to reach a similar location. The

SRX deposit is planned to be mined by staged but shallow open pit only.

ES 8.1 Introduction

Following open pit optimisation analysis on RAS, a final maximum pit size was selected. This was

tested against mining deeper portions of the open pit from underground. This test concluded the

final maximum open pit was preferable to underground mining as gold price increased above the

base case.

ES 8.2 Pit Optimisations

ES 8.2.1 Mineral Resource Models

Open pit optimisations were completed using Whittle Optimisation Software (Whittle®) on the

Indicated Category of the mineral resource estimates (MRE). A third-party consultant group,

Geomodelling Ltd performed the estimates with the RAS outcome for RAS and SRX.

Table ES 6 lists the files utilised in the optimisation process.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Figure ES 10: An orthogonal view looking south of the RAS final pit and Underground workings

Table ES 6: Block model and topography files

Item File name Description

Topography

TOPO_2021

Lidar_major_contours_filtered.00t

2021 Lidar topography over the Bendigo-

Ophir Gold Project


20240625 RAS PFS Model ext.bmf

Extended RAS model bmf file to cover

enlarged model extents.

20240830 SHRE model.bmf SRX Block model



ES 8.2.2 Open Pit Optimisation Input Parameters

Whittle optimisation was completed utilising input parameters shown in Table ES 7. The

parameters were derived from first principles, and the optimisation was completed on an

operating cost basis. Capital costs, interest, income tax, depreciation, amortisation and closure

costs were not included.



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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Table ES 7: Optimisation input parameters

Parameter Units SRX Value RAS Value

Gold price USD /oz 2,100 1,650

Exchange rate NZD:USD 0.64 0.64

Overall metallurgical recovery % 68 93

Gold price NZD/oz 3,281 2,578

Royalties (varies, average

applied)

%

3.5 3.5

Transport/Refinery cost NZD/oz 8 8

Discount rate % 7.5 7.5

Processing cost NZD/t processed 17.73 17.73

Tailings storage facility cost NZD/t processed 1.42 1.42

Crusher feed NZD/t processed 0.87 0.87

Ore overhaul cost NZD/t processed 1.5 -0.5

General and Admin cost NZD/t processed 3.21 3.21

The resource block models applied are recoverable models with block sizes set as panels that

have an allowance for mining recovery and dilution. A mining recovery of 100% and 0% dilution

was assumed in the pit optimisations for the two deposits due to the block model being re-

blocked to a 2.5m high block from 2.0m high.

Table ES 8: Optimisation mining cost and adjustment factors

Parameter Units SRX Value RAS Value

Base mining cost NZD /t 2.21 3.09

Bench mining cost

adjustment factor

NZD /t

6.0978-0.00047* Bench

mRL

8.086-0.0062*Bench mRL

Dilution

*

% 0 0

Mining recovery

*

% 100 100

Processing throughput Mtpa 1.5 1.5

Mining capacity Mtpa 3 20

Estimated Mine Life Years 1 10


ES 8.2.3 RAS Open Pit Optimisation Results

Optimisation results analysis was completed on the RAS deposit. Pit shell 32 which corresponds

to the revenue factor 0.99 shell, at NZD2,552 /oz (USD 1,633 /oz), has the highest cashflow for

the best case and was selected as the ultimate pit shell.

Figure ES 11 shows pit by pit tonnes, pre-capex cashflow and pre-capex discounted cashflow

values for the best- and worst-case scenarios. Hatched bars show selected shells for pit stage

designs.

* Dilution and mining recovery or losses accounted for by the block model being re-blocked to a 2.5m

high block from 2.0m high


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Figure ES 11: RAS pit by pit optimisation results

ES 8.2.4 SRX Open Pit Optimisation Results

Optimisation results analysis was completed on the SRX deposit. Pit shell 33 which corresponds

to the revenue factor 1 shell, at NZD3,281 /oz (USD 2,100 /oz), has the highest cashflow for the

best case and was selected as the ultimate pit shell.

Figure ES 12 shows pit by pit tonnes, pre-capex cashflow and pre-capex discounted cashflow

values for the best- and worst-case scenarios. Hatched bars show selected shells for pit stage

designs.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Figure ES 12: SRX pit by pit optimisation results

ES 8.2.5 Sensitivity Analysis

Sensitivity analysis has been completed on the RAS deposit by varying:

• Gold price;

• Metallurgical recovery;

• Pit slope angles;

• Processing cost;

• Mining cost

• Mining dilution; and

• Mining recovery.

Table ES 9 shows results of sensitivity analysis completed by varying the sensitivity parameters

in Whittle. The results show that the project is highly sensitive to gold price and metallurgical

recovery. An increase in gold price or recovery of 10% results in an increase in pre-capex

discounted cashflow of 20%. A decrease in gold prices or recovery of 10% results in a decrease

in pre-capex discounted cashflow of 18%. Mining recovery also has a significant impact with a

decrease of 10% mining recovery resulting in a 15% decrease in pre-capex discounted cashflow.

Pit slope angle is another significant factor with a 10% change in slope resulting in a 12%

increase or 10% decrease in pre-capex discounted cashflow. Results of sensitivity analysis

ranking are shown in Table ES 9 for the top three parameters.




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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Table ES 9: Sensitivity analysis top three parameters ranking

Paramete

r

Rank

Change in

Parameter

%

Parameter

Value


Ore

tonnes

(Mt)

Au

grade

(g/t)

Contained

ounces

(koz)

Pre-Capex

discounted

cashflow (NZD

m)

Price/Met.

Rec

1

20% USD1,980 12.6 2.40 969 1,106

10% USD1,815 11.7 2.47 930 947

Base USD1,650 11.6 2.49 925 791

-10% USD1,485 9.6 2.59 794 650

-20% USD1,320 8.1 2.67 692 511


Mining

Recovery

2

Base 100% 11.6 2.49 925 791

-5% 95% 9.1 2.57 755 732

-10% 90% 8.7 2.57 716 676

-15% 85% 8.2 2.57 676 622

-20% 80% 7.6 2.59 629 562


Slope (

o

) 3

10% Multiple

Sectors

12.0 2.47 948 887

5% Multiple

Sectors

11.5 2.49 924 834

Base Multiple

Sectors

11.6 2.49 925 791

-5% Multiple

Sectors

9.7 2.57 796 752

-10% Multiple

Sectors

9.7 2.57 796 712

The project’s pre-capex discounted cashflow is less sensitive to mining cost, processing cost

and dilution compared to the parameters shown in Table ES 8. A change of 10% in dilution,

mining costs and processing costs results in a 1-7% change in pre-capex discounted cashflow.

Sensitivity analysis spider graph is shown in Figure ES 13.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Figure ES 13: RAS sensitivity analysis spider graph

ES 8.3 Pit Design

ES 8.3.1 RAS pit

The ultimate pit design was based on shell 32, the highest pre-capex discounted cashflow shell.

The final pit design based on shell 32 is approximately 200 m deep at the highwall, approximately

1,000 m long in a roughly north-south direction and approximately 900 m wide (Refer to Figure

ES 14 and Figure ES 15). The transition from shell to actual workable pit design using

recommended geotechnical and ramp design parameters resulted in a 14% increase in overall

volume, a 3% increase in ore mined and a 3% lower overall grade resulting in slightly more

ounces than the pit shell. A summary of the comparison is shown in Table ES 10.

Table ES 10: Final pit design versus shell 32

Pit Stage Total tonnes

Ore

tonnes

Ore grade Cont. Ounces Waste tonnes


(Mt) (Mt) (g/t) (koz) (Mt)

Shell 32 187.2 11.6 2.49 926 175.6

Final Design 214.0 11.9 2.42 928 202.1

Variance 14% 3% -3% 0.23% 15%

Table ES 11 summarises individual pit stage inventories. Pit stage 1 has the highest grade at

4.06 Au g/t. The grade in subsequent stages decreases with the final stage being the lowest at

1.89 Au g/t.




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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Figure ES 14: RAS staged pit designed long section



Figure ES 15: RAS pit stages in plan view




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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Table ES 11: Pit Stage Inventories

Pit Stage

Total

tonnes

Total

volume

Ore

tonnes

Ore

grade

Containe

d Ounces

Ore

volume

Ore bulk

density

Waste

tonnes

Waste

volume

Waste

bulk

density


(Mt) (Mbcm) (Mt) (g/t) (koz) (Mbcm) t/bcm (Mt) (Mbcm) t/bcm

Stage 1 46.8 17.8 1.4 4.06 186 0.5 2.73 45.4 17.3 2.63

Stage 2 29.2 10.9 3.0 2.35 228 1.1 2.73 26.2 9.8 2.66

Stage 3 40.4 15.2 3.0 2.32 226 1.1 2.71 37.4 14.1 2.65

Stage 4 57.6 21.6 2.4 2.13 162 0.9 2.72 55.2 20.7 2.67

Stage 5 40.0 15.2 2.1 1.89 125 0.8 2.72 37.9 14.4 2.63

Total 214.0 80.7 11.9 2.42 928 4.4 2.72 202.1 76.3 2.65

Note: These do not include Inferred mined as a consequence of mining the Indicated blocks. The inferred

resource mined as a consequence of mining Indicated categories totalled 1.1Mt at 1.54 g/t containing approx.

55koz).

ES 8.3.2 SRX Pit

The final SRX pit design based on shell 33 is approximately 88 m deep, 650 m long and 210 m

long. The shell to workable pit design transition resulted in a 11%reduction of both ore and waste

and 9% higher grade resulting in a 5% reduction in ounces compared to the Whittle shell. A

summary of the comparison is shown in Table ES 12.

Table ES 12: SRX final pit design versus shell 33

Pit Stage

Total

tonnes

Ore tonnes Ore grade Cont. Ounces Waste tonnes


(Mt) (Mt) (g/t) (koz) (Mt)

Shell 33 8.2

1.9 0.69

42 6.3

Final Design 7.3

1.4

0.68

31 5.9

Variance -11%

-11%

9%

-5% -11%

ES 8.4 Open Pit Production Scheduling

ES 8.4.1 RAS

An open pit mine production schedule for the RAS deposit has been produced using the pit

stages, final pit and waste rock dump designs.

Table ES 13 below shows the resulting pit inventory which forms the basis of the production

schedule.










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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Table ES 13: RAS - Pit Design Inventory


Unit Quantity

Total Rock (kt) 213,972

Total Waste (kt) 200,996

TZ3 Tonnes (kt) 179,886

TZ4 Tonnes (kt) 18,089

Soil (kt) 3,021

Ore (kt) 12,976

Gold Grade (Au g/t) 2.36

Contained Gold (oz Au) 982,832

All the fresh Indicated and Inferred material above a cutoff grade of 0.3 g/t Au is considered as

ore and planned to be sent either directly to the run-of-mine (ROM) pad or placed on a temporary

ROM rehandling stockpile. The ROM material has been further subdivided into the following

grade bins:

• High Grade (HG) >= 2.6 g/t Au

• Run-of-Mine 2 (ROM2) 1.6 – 2.6 g/t Au

• Run-of-Mine 1 (ROM1) 0.6 – 1.6 g/t Au

• Low Grade (LG) 0.3 – 0.6 g/t Au (primarily processed at the end of the project and makes up

only 2.1% of the metal feed)

The open pit processing break-even grade (BECOG) was determined utilising the 2.1Mtpa

processing and G and A costs plus a rehandle and crusher feed cost to determine what material

mined would at the pit exit contribute to a positive cashflow if treated rather than sent to the

waste dump. (Refer Table ES13A)

For RAS a conservative gold price of NZ$2,578 (US$1,650 and 0.64 NZD:USD exchange rate) per

ounce was used for project evaluation and optimisation works. For SRX a less conservative gold

price of NZ$3,281 (US$2,100 and 0.64 NZD:USD exchange rate) was used due to its small size

and hence pre-stripping commitment.

A break-even cut-off grade of 0.3 g/t was ultimately applied for RAS and 0.35 g/t for SRX (rounding

up to the nearest 0.05g/t from the base calculations.










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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Table ES 13A: Process BECOG calculation

Metric Units RAS SRX Comments

Mining cost $/t $1.11 $1.11

Stockpile rehandle and crusher

feed

Processing Recovery

(Au)

% 93.0% 68.0%


Processing cost $/t ore $17.75 $17.75 Plant at 2.1mtpa

G&A $/t ore $3.08 $3.08 Plant at 2.1mtpa ($6.46M/year)

Total operating Cost $/t $21.94 $21.94


Gold Price USD $/Oz US$1,650 US$2,100

NZD:USD 0.64 0.64

Gold price USD $/oz $2,578 $3,281

Royalty


4.5% 4.5%

Crown (2%), Landowners (varies

- assumed 1%), Venders (1.5%)

Selling cost $/Oz $8.0 $8.0

Effective Gold price $2,454 $3,126

Value 1 gram recovered $/g $78.64 $100.23

Value 1 gram in feed $/g $73.14 $68.16

COG to process plant g/t 0.30 0.32

The scheduling parameters forming the basis for the mine scheduling are as follows.

• Maximum mill feed of 1.5 Mtpa.

• Mill feed commences with an allowance for commissioning ramp-up:

o Month 1: 87.5 kt;

o Month 2: 119 kt; then

o Month 3 (full production) at 125 kt per month for the first two years of production.

• Mill feed includes both the Probable Reserves mined and the Inferred Resource mined as a

consequence of mining the reserves.

• A scale back of mill head grade to a maximum of 3.5 g/t Au has been applied in the

processing plant schedule. It is achieved by blending down the grade in early years.

• 100% of mill feed is re-handled at the ROM pad for crusher feed purposes, ensuring the head

grade not exceeding 3.5 g/t Au.

• Mining generally progresses across multiple benches within the cutbacks, rather than

strictly following a bench-by-bench sequence allowing for quicker ore exposure.

• All the transitional and soil materials are planned to be sent to their own dedicated stockpile

areas.

• Mineralisation below 0.3 g/t Au is sent to the waste rock dump.

ES 8.4.2 Material Movements


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Total material movements are shown in Figure ES 16 and Figure ES 17. The annual mining

schedules are shown in Table ES 14. The first 100 kt of ore will be exposed after mining roughly

35 Mt of waste around month 15 of mining, which will be stockpiled. The plant is expected to be

brought into its commissioning phase around this period after which a sustainable supply of ore

is available to start feeding the mill by month 17 of mining.



Figure ES 16: Total material mined per year at RAS open pit



Figure ES 17: Total material mined at RAS open pit per stage per year


0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

-2-1123456789

kt

RAS material movement per year

WasteSoilOre

0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

-2-1123456789

kt

Total material mined by stage

Stage 1Stage 2Stage 3Stage 4Stage 5


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Table ES 14: RAS OP Mining Schedule

Year



-2 -1 1 2 3 4 5 6 7 8

Total Rock Mined

(kt)

213,97

2

10,200 30,572 25,859 24,612 24,493 24,300 24,300 24,267 23,112 2,258

Total Waste

(kt)

200,99

6

10,200 30,363 24,437 21,438 22,680 23,060 24,007 21,880 21,575 1,355

TZ3 Tonnes

(kt)

179,88

6

9,417 29,967 20,456 16,804 19,717 20,939 22,636 19,530 19,401 1,019

TZ4 Tonnes (kt) 18,089 0 149 3,139 4,344 2,815 1,613 1,339 2,184 2,171 336

Soil (kt) 3,021 783 247 842 291 148 508 33 166 3 0

Ore (kt) 12,976 0 209 1,422 3,173 1,813 1,240 293 2,387 1,537 902

Gold Grade

(Au

g/t)

2.36 0.00 0.00 3.50 3.37 3.08 2.59 1.11 2.89 1.63 1.67

Contained

Gold

(koz

Au)

983 0 9 185 246 125 98 11 166 80 63

Stripping Ratio (t:t) 15.5 0.0 145.5 17.2 6.8 12.5 18.6 81.9 9.2 14.0 1.5

Note: ROM mined includes Inferred 1.1Mt at 1.54 g/t, therefore 94.4% of the RAS open pit mill feed is from Probable Reserves.



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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

ES 8.4.3 SRX

An open pit mine production schedule for the nearby SRX deposit has been produced using the

pit stages, final pit and waste rock dump designs. Table ES 15 below shows the resulting pit

inventory which forms the basis of the production schedule.

Table ES 15: SRX - Pit Design Inventory

Unit Quantity

Total Rock Mined (kt) 7,344

Total Waste (kt) 5,916

TZ3 Tonnes (kt) 4,376

TZ4 Tonnes (kt) 710

Soil (kt) 626

Transition Mineralisation (> 0.3 g/t Au) (kt) 204

Ore (kt) 1,428

Gold Grade (Au g/t) 0.68

Contained Gold (oz Au) 30,674

Stripping Ratio

(waste t: ore t)

4.1

Scheduled material is at a 0.3 g/t cut-off grade. Reserves where quoted are at a 0.35 g/t cut-off

grade.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Table ES 16: SRX (monthly) Mining Schedule

Months


Unit Total

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23

Total Rock

Mined

(kt) 7,344

209 209 209 309 350 350 350 350 350 350 350 350 350 350 350 350 350 350 350 350 350 350 108

Waste Rock


Total TZ3 (kt) 4,377

33 79 84 185 209 253 202 214 211 277 199 247 289 162 227 292 211 234 226 205 212 104 21

Total TZ4 (kt) 606

47 42 21 19 28 4 22 14 44 13 17 37 10 29 42 7 28 38 16 30 20 63 14

Total

Economical

WST (>0.30g/t Au)

(kt) 103

0 0 4 2 8 3 9 0 8 1 1 3 4 5 10 2 0 4 2 6 7 18 4

ROM Mined

(>0.30g/t Au Fresh

IND and INF)

(kt) 1,428

0 15 26 34 47 9 75 32 84 27 73 60 38 95 70 47 82 74 94 99 111 164 69

Gold Grade Au g/t 0.68

0.00 0.62 0.76 0.69 0.81 1.03 0.81 0.77 0.67 0.61 0.58 0.69 0.68 0.61 0.63 0.70 0.64 0.57 0.64 0.61 0.68 0.72 0.74

Contained Gold koz 31

0 0 1 1 1 0 2 1 2 1 1 1 1 2 1 1 2 1 2 2 2 4 2

Stockpile

Materials



Total Soil Mined (kt) 625

80 51 49 61 36 59 30 64 3 30 44 3 10 54 0 2 28 0 11 10 0 0 0

Total Transition

Mineralisation

(>0.30g/t Au)

(kt) 204

49 21 25 8 21 21 11 25 0 3 15 0 0 5 0 0 1 0 0 0 0 0 0


40


Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

ES 8.5 Mining Fleet and Requirements

ES 8.5.1 Mining Fleet

A mining cost estimate based on an owner mining model has been produced. The cost model is

based on a conventional open pit Drill and Blast, Load and Haul mining method.

ES 8.5.2 Drilling and Blasting

Open pit drilling operations are divided into two distinct zones. These are ore and waste bulk

waste zones.

Ore zone drilling has been modelled on a 7.5 m bench. This zone comprises of ore and inter-

burden waste. There is no separate grade control drilling. Ore blast holes are also used for grade

control sample. Drilling in the ore zone is performed by Atlas Copco L8 RC drills.

Bulk waste drilling has been modelled on 15 m benches and will be carried out by Sandvik D45KS

equivalent drill.

Table ES 17 shows drill and blast parameters for ore and waste zones.

Table ES 17: Open pit drill and blast parameters

Parameter Units Ore zone Waste zone

Drill Atlas Copco L8 RC

Rotary

(Sandvik D40KS)

Hole diameter mm 102 200

Sampling frequency t/sample 128 Nil

Bench height m 7.5 15.0

Burden x Spacing m 4.7 x 4.0 7 x 8

Powder factor kg/bcm 0.32 0.52

ES 8.5.3 Loading

The cost model assumes an equivalent of a 260-t Hitachi EX2600 hydraulic backhoe excavator

for digging in ore and waste (17m

3

bucket capacity). A 120-t Hitachi EX1200 excavator is included

to selectively mine those parts of the orebody that need a balance between productivity, dilution

and recovery.

ES 8.5.4 Hauling

A fleet of 150t class rear-dump trucks, Cat 785 equivalent, have been used in the modelling for

all mine haulage activities. These trucks match with the 17m

3

hydraulic excavators for

approximately five to six passes per truck.

Crusher Feed

A Cat 988 wheel loader will be used to re-handle ore from ROM stockpiles into the crusher bin.

Ancillary Equipment

A fleet of support equipment has been modelled. This fleet supports primary production

equipment in the pit, at the waste rock stacks, haul roads, ROM pad and stockpiles. The fleet

consists of:

• Cat 777 water trucks;

• Cat 834 wheel dozer;

• Cat 16 motor graders; and


41


Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

• Cat D10 dozers.

Table ES 18 shows the maximum mining fleet composition during the peak mining periods.

Table ES 18: Mining fleet composition

Description

Numbe

r

Activity

260-t Backhoe Excavator 2 Ore and waste loading

120-t Backhoe Excavator 1

Rehandling ore stockpiles and

backup for primary excavators

Cat 785 150t Rigid Body Dump

Truck

22 Ex-pit and stockpile Ore and waste hauling

Cat D10 Tracked Dozer 3

Mining, waste rock tip management,

rehabilitation and other site dozing

requirements

Cat 16H Motor Grader 2 Haul road and work area maintenance

Cat 834 Wheel Dozer 1 Haul road and work area maintenance

Cat 777 Water Cart 2 Haul road and work area dust suppression

988 Front End Loaders 1 Feeding ore crusher bin

Atlas Copco L8 drills 1 Ore (7.5m)

D40KS Rotary Drill 1 Waste drilling on 15m bench height

ES 8.6 Engineered Landform (ELF)

Overburden waste rock will be stored in the Shepherds Creek engineered landform (ELF).

Several potential waste storage areas have been considered to store the planned waste rock from the

RAS deposit. Areas have been identified that are suitable for use for this PFS study, excluding those

impacted by social and foundational terrain issues, as well as the potential sterilization of nearby

satellite deposits. The selected area is located just downstream of the location of the tailings storage

facility (TSF). Effectively, the waste rock is being planned to act as a buttress of this TSF to enhance

stability downstream of the dam while providing sufficient storage capacity to store all the planned

waste from the pit.

Table ES 19 shows the required and designed capacities in bank cubic metres (bcm) and loose cubic

metres (lcm) for the waste dump. A total swell factor of 25% after compaction (based on the majority

of fresh rock) has been assumed.










42


Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Table ES 19: Waste Rock Dump Design Capacity

Material Description Requirements Swell Factor Requirements


(‘000 bcm) (lcm:bcm) (‘000 lcm)

TZ3

block model code DTZ = 3

Fresh and Transitional

(excluding Soil), < 0.3 Au

g/t

67,621 1.25 84,526

TZ4

block model code DTZ = 4

Fresh and Transitional

(excluding Soil), < 0.3 Au

g/t

5,555 1.25 6,944

Mineralized

Waste

block model code RSCAT =

0, >= 0.3 Au g/t

1,088 1.25 1,361

Total Waste

Rock

Total Material to be stored

on waste rock dump

74,264 1.25 92,830

A waste rock dump with a total design capacity of 103.6 million loose cubic metres (LCM) of

which 3.2 million LCM from the TSF dam has been produced. The design quantity has a

contingency of roughly 12% which would account for possible changes in the swell factor or the

compaction ratio following further analysis on the actual site-specific parameters.

Waste landform sequencing has been undertaken based on the assumption that background

levels of arsenic are higher in the ore host rock(TZ4) and for precautionary reasons it is planned

to be encapsulated and capped with low/non-arsenic waste rock (TZ3) to mimic its natural

occurrence. A base layer and encapsulating layer of inert material is typically required, with a

core of non-inert material. For this reason, the dump has a base layer of 3 metres which would

only consist of TZ3 material. The TSF dam embankment will also only consist of TZ3 material.

Finally, a 20 m thick capping layer is added consisting only of the TZ3 material. The core will allow

for all material types to be stored. Figure ES 18 shows a cross-section of the dump.


43


Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Figure ES 18: Northwest-Southeast Cross-section of the Waste Rock Dump

ES 8.7 Rise and Shine Underground

The RAS underground targets the continuation of the orebody down plunge and beneath the open

pit. Only the Indicated resource category has been evaluated by the initial underground mine

plan. There remains extensive lower class Inferred mineralisation down-dip that if converted

after infill drilling would allow the underground to:

a. Extend its life; and

b. Increase the annual production rate.

Furthermore, the ore system remains open at depth and deeper extensions are considered likely

to eventuate with deeper drilling.

ES 8.7.1 Mineable package targeting

A conservative gold price of NZ$2,578 (US$1,650 and 0.64 NZD:USD exchange rate) per ounce

was used for project evaluation and optimisation works. Note: The breakeven cutoff grade

(BECOG) was determined at the start of the underground mining process, it assumed a 1Mtpa

operation that is mining stand-alone.

A break-even cut-off grade of 1.70 g/t was ultimately applied for underground mine scheduling.


44


Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Table ES 20: Break Even Cut off Grade Calculation

Metric

Units


Comments

Mining cost $/t $80.00

SMI estimate

Re-load and haul to

plant

$/t $2.00


Processing Recovery

(Au)

% 93.0%



Processing cost $/t ore $26.60

MIQ at 1Mtpa

G&A $/t ore $4.81

MIQ at 1Mtpa



Total operating Cost $/t $113.41




Gold Price USD $/Oz 1650.0


NZD:USD


0.64


Gold price USD $/oz $2,578


Royalty


4.5%

2% crown, 1.5% vendors, 1% landowners

Refining and Selling cost $/Oz $8.00

Includes freight

Value 1 gram in

recovered


$78.90


Value 1 gram in ground


$73.38



COG to process plant gpt 1.55


COG insitu gpt 1.72

an insitu grade target allowing 10%

dilution

At first the Mineable Shape optimiser tool (MSO) was used to create automated mineable

shapes, that were then used as a guide to prepare manual designs for the stoping outlines as it

was found the MSO tool could not replicate a realistic mining selection package.

The total recoverable Probable Mining Reserve is 2,288 kt at 3.03 g/t containing 223 koz. As a

consequence of extracting this, a further Inferred resource of 124 kt at 2.2 g/t containing 9 koz is

mined. This results in a total underground mine inventory of 2,413 kt.

In total, 96.1% of the underground plant feed is from Probable Mining Reserves generated form

the Indicated Resource blocks with modifying factors applied.

The underground is designed as a mechanised operation with ramp haulage. Extraction is via

open stoping with cemented paste backfill. The relatively constrained Indicated resources at this

point in time constrains the eventual overall annual production rate. If this material can be

converted to indicated category, the underground mining rate could be increased.

Twin portals service a twin ramp development, which leads to a simple haulage (intake) and

egress/return network system.

The underground workings stand off from the selected final Stage 5 Pit by 30m.

ES 8.7.2 Mining Layout, Panels, Design

The mine design layouts are shown in Figure ES 19 and Figure ES 20.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Figure ES 19: Development Design


Figure ES 20: Panel layout



46


Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Table ES 21: Ore details and Waste by year

Processing Year Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8

Indicated Ore



Devt Ore (kt)

253

- 76 104 73 - - -

Devt g/t

1.85

- 1.79 1.73 2.08 - - -

Devt (koz)

15

- 4 6 5 - - -

Stope Ore (kt)

2,035

- 92 422 421 483 420 198

Stope g/t

3.17

- 1.97 3.02 3.18 2.90 3.11 4.86

Stope (koz)

208

- 6 41 43 45 42 31

Inferred



Inferred Dev (kt)

110

- 13 53 43 - - -

Inferred Dev g/t

1.83

- 1.24 1.65 2.23 - - -

Inferred Dev (koz)

6

- 1 3 3 - - -

Inferred Stope (kt)

15

15

Inferred Stope g/t

4.82

4.82

Inferred Stope

(koz)

2

2

Total Mill feed -

mined (kt)

2,413

- 181 579 537 483 435 198

Ore g/t

2.99

- 1.84 2.66 2.96 2.90 3.15 4.86

Ore (koz)

232

- 11 49 51 45 44 31

Waste(kt)

565

132 180 179 75 - - -

Total

Movement (kt)

2,974

132 362 757 611 483 435 198

Note 1: Numbers may not add due to rounding.

Note 2: Devt Ore includes 146kt @ 1.4 g/t low grade (between 1.0 g/t and 1.7 g/t)

Note 3: Mined may not correspond to processed schedule timings.

Table ES 22: Development by Type

  Total Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8

Development TYPE  

Decline 5.5mW x 5.5mH 1,845 791 472 564 17 - - -

Stockpile 5.5mW x 5.5mH 246 87 70 87 - - - -

Level Access 5.5mW x

5.5mH 2,718 36 679 1,189 814 - - -

Return Air Drive 5.5mW x

5.5mH 961 566 131 260 4 - - -

Vent access 5.5mW x 5.5mH 229 85 91 54 - - - -

Sump 5.0mW x 4.5mH 19 11 4 4 - - - -

Level Stockpile 5.5mW x

5.5mH 153 - 30 73 50 - - -

Remote Stockpile 5.5mW x

5.5mH 244 - 82 79 83 - - -

Paste Access 5.5mW x

5.5mH 878 - 466 199 213 - - -

Paste Drives 5.0mW x 4.5mH 1,118 - 591 297 230 - - -


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Airleg Drive 3.0mW x 3.0mH 71 18 36 17 - - - -

Escape Drive 2.0mW x

2.0mH 19 - 7 7 6 - - -

TOTAL LATERAL DEVT 8,501 1,594 2,660 2,831 1,416 - - -


               

Return Air Rise 4.0mW x

4.0mW 59 - 28 31 - - - -

Escape Ladder 2.0mW x

2.0mH 120 - 38 36 46 - - -

TOTAL VERTICAL DEVT 179 - 66 67 46 - - -


               

Stope Drives 5.0mW x

4.5mH 2,536 - 825 1,357 354 - - -

Robbing Stope 5.0mW x

4.5mH 758 - 24 103 631 - - -

TOTAL STOPE DRIVES 3,294 - 849 1,461 985. - - -

TOTAL LATERAL DEVT 11,795 1,594 3,509 4,291 2,401 - - -

Note: Numbers may not add due to rounding

Table ES 23: Paste, cabling, trucking, shotcrete


Total Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8

Total Devt 11,974 1,594 3,575 4,358 2,447 0 0 0

Total Ore (kt) 2,413 0 181 579 537 483 435 198

Paste (kt) 1,893 0 75 339 372 387 437 283

Cable metres 36,818 900 12,731 9,681 7,170 2,246 2,277 1,813

Shotcrete (m3) 16,750 2,782 7,403 3,468 3,097 0 0 0

TKMS 4,507,634 80,833 459,203 1,128,293 1,057,336 845,851 673,002 263,116

Note: Numbers may not add due to rounding

ES 8.8 Mining Reserves

A Mining Reserve estimate was completed for the RAS and SRX deposits.

The following sections explain the estimation processes for the part of the deposits which can

be economically mined and has had necessary mine planning work completed. Proved and

Probable reserves are based on Measured and Indicated resource blocks. Inferred blocks are not

included in the reserve estimate. Where Inferred blocks are within the pit outlines, they represent

potential minable inventory if confirmed by grade control drilling.

Similarly in the underground mine plan, some Inferred mineralisation is encountered as part of

the mine development sequence.

ES 8.8.1 Open pit

RAS and SRX open pit reserve tonnages and grade are reported from pit designs that are guided

by Whitte 4X Optimisation Software (Whittle®).


48


Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

A local currency adjusted gold price from a base of USD1,650/oz was applied for RAS estimates

and similarly USD2,100/oz for SRX. The projected mining and processing costs, pit slope

parameters, processing recovery, a 2% ad valorem royalty payable to the New Zealand

Government and between 2.5 and 3.5% other royalties, and refining and handling charges at NZD

8/oz, have been used in the optimisation

Dilution, mining losses and recovery were incorporated into the mining block model by re-

blocking the resource block model from 2m high blocks to 2.5m high blocks. This is the height of

the planned ore flitches, incorporating adequate dilution and provides a reasonable estimate of

mined tonnage and grades.

Pit optimisation and design inputs and methodologies are discussed in ES 8.2 Pit

Optimisations.

ES 8.8.2 Underground

The underground mineable portion was based on the development and stope designs created

manually.

A gold price of USD1,650/oz for RAS, projected mining and processing costs, processing

recovery, a 2% ad valorem royalty payable to the New Zealand Government and 2.5% other

royalties, and refining and handling charges at NZD 8/oz have been used in the optimisation.

A global 10% dilution was applied to achieve the final cut-off grade.

ES 8.8.3 Reserve Estimate

The open pit Mineral Reserves summarised in Table ES 24 are reported at the cut-off grades

listed below the table.

Table ES 24: BOGP Mineral reserve estimate as at 1 December 2024

Area Proven Probable Total

Mt Au g/t Mt Au g/t Mt Au g/t Au koz

RAS (open pit) - - 11.9 2.42 11.9 2.43 928

RAS

(Underground

)

2.3 3.03 2.3 3.03 223

SRX 1.3 0.70 1.3 0.70 30

Total - - 15.5 2.37 15.5 2.37 1,181

Note 1: RAS Open pit cut-off grade 0.3 g/t at $US1,650/oz Au price

Note 2: RAS Underground cut-off grade 1.70 g/t at $US1,650/oz Au price

Note 3: SRX Open pit cut-off grade 0.35 g/t at $US2,100/oz Au price

Note 4: Underground Reserves are from the Open pit Resources area

ES 8.9 Relevant Factors

• The effective date of the Mining Reserve Estimate is 1 November 2024, estimated by Rodney

Redden (MAusIMM and CP-Mining), a contractor to Santana Resources Ltd.

• There are no approved consents and not all required permits are in place to enable mining

of the RAS and SRX deposits.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

ES 9. Plant feed schedule – all sources

Mining commences at RAS open pit and begins supplying ore from month 15 so that from month 17

processing starts on RAS open pit ore.

The RAS underground commences development in month 19 of processing (36 months after RAS

open pit commencing). Initial underground ore is stockpiled and is timed to commence feed to the

process plant as the processing rate expansion to 2.1Mtpa is complete.

Due to the lower economics, the SRX open pit is mined and processed last F.

All the fresh, Indicated and Inferred material above a cutoff grade of 0.3 g/t Au is considered as

ore and planned to be sent either directly to the run-off mine (ROM) pad or placed on a temporary

ROM rehandling stockpile. The ROM material has been further subdivided into the following

grade bins:

• High Grade (HG) >= 2.6 g/t Au

• Run-of-Mine 2 (ROM2) 1.6 – 2.6 g/t Au

• Run-of-Mine 1 (ROM1) 0.6 – 1.6 g/t Au

• Low Grade (LG) 0.3 – 0.6 g/t Au

Material is fed to the processing plant in the above priority order, whilst maintaining a maximum 3.5

g/t head-grade.



Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Table ES 25: Annual Processing Schedule


YEAR 1 2 3 4 5 6 7 8 9 10

RAS OP

Probable

Reserves

kt 11,864 1,375 1,466 1,401 1,381 1,414 1,372 1,359 1,639 456 -

g/t 2.43 3.66 3.38 3.09 2.70 1.08 2.97 1.58 1.73 0.49 -

koz 928 162 159 139 120 49 131 69 91 7 -

Inferred

kt 1,112 81 34 99 119 86 128 240 112 213 -

g/t 1.54 0.86 2.84 2.83 1.28 1.65 2.02 1.91 0.77 0.78 -

koz 55 2 3 9 5 5 8 15 3 5 -

Total OP

kt 12,976 1,456 1,500 1,500 1,500 1,500 1,500 1,599 1,751 670 -

g/t 2.36 3.50 3.37 3.08 2.59 1.11 2.89 1.63 1.67 0.58 -

koz 983 164 162 148 125 54 139 84 94 12 -

RAS UG

Probable

Reserves

kt 2,288 - - - 200 600 600 488 327 73 -

g/t 3.03 - - - 2.11 2.70 3.10 2.76 4.11 4.60 -

koz 223 - - - 13,582 52,135 59,840 43,301 43,195 10,812 -

Inferred

kt 124 - - - 0 0 0 13 22 90 -

g/t 2.19 - - - 0.00 0.00 0.00 1.82 1.82 2.33 -

koz 9 - - - 0 0 0 757 1,268 6,720 -

Total UG

kt 2,413 - - - 200 600 600 501 349 163 -

g/t 2.99 - - - 2.11 2.70 3.10 2.74 3.97 3.35 -

koz 232 - - - 13,582 52,135 59,840 44,058 44,463 17,532 -

SRX

Probable

Reserves

kt 1,340 - - - - - - - - 1,216 124

g/t 0.70 - - - - - - - - 0.70 0.70

koz 30 - - - - - - - - 27,226 2,790

Inferred

kt 20 - - - - - - - - 10 10

g/t 0.48 - - - - - - - - 0.48 0.48

koz 0 - - - - - - - - 152 152

Total SRX

kt 1,360 - - - - - - - - 1,226 133

g/t 0.69 - - - - - - - - 0.69 0.69

koz 30 - - - - - - - - 27,378 2,942

Total Inferred 7% 6% 2% 7% 7% 4% 6% 12% 6% 15% 7%


51


Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Figure ES 21: Mill feed by source


Figure ES 22: Mill feed tonnes by resource class

0.00

0.50

1.00

1.50

2.00

2.50

3.00

3.50

4.00

0

500

1,000

1,500

2,000

2,500

12345678910

Grade (g/t Au)

Mill Feed Tonnes (kt)

Year

Mill Feed by Source

RAS OPRAS UGSRXHead Grade

0%

2%

4%

6%

8%

10%

12%

14%

16%

0

500

1,000

1,500

2,000

2,500

12345678910

% of Mill Feed = Inferred

Mill Feed Tonnes (kt)

Year

Mill Feed -Ore Tonnes

Probable ReservesInferred% Inferred


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Figure ES 23: Mill feed ounces by resource class

ES 10. Processing

The process plant design for the RAS gold deposit is based on a robust metallurgical flowsheet

designed for optimum recovery with minimum operating costs. The flowsheet is based upon unit

operations that are well proven in industry.

The key criteria for equipment selection are suitability for duty, reliability and ease of

maintenance. The plant layout provides ease of access to all equipment for operating and

maintenance requirements whilst maintaining a compact footprint that will minimise

construction costs.

The key project and ore specific criteria that the plant design must meet are:

• 1.5Mtpa of primary ore, easily expandable without plant downtime to 2.1Mtpa;

• mechanical availability of 91.3% supported by crushed ore storage, standby equipment in

critical areas and grid based power supply; and

• sufficient automated plant control to minimise the need for continuous operator interface

and allow manual override and control when required.

0.00

0.50

1.00

1.50

2.00

2.50

3.00

3.50

4.00

0

50

100

150

200

250

12345678910

Head Grade (g/t)

Mill Feed Ounces (Koz)

Mill Feed -Au Ounces contained

Probable ReservesInferredHead Grade


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Figure ES 24: BOGP Process plant – process flow diagram


54


Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

ES 10.1 Run-of-Mine (ROM) Pad and Crushing Circuit

The ROM pad will contain up to 14 days of stockpiled ore to provide a buffer between the mine

and the plant. This will allow the crushing plant to only operate for 12 hours per day.

The primary jaw crushing circuit has been sized based on operating 12 hours per day at 80%

utilisation at a feed rate 128% above the mill feed rate. Ore will be stockpiled so that the

downstream plant can continue operating during the periods that the crushing plant is not

operational.

A run of mine (ROM) grizzly aperture of 700 mm has been selected to minimise oversize material

entering the ROM bin and causing down-stream blockages.

An apron feeder has been selected to draw material from the ROM bin.

A single toggle jaw crusher has been selected for the primary crushing duty due to the moderate

UCS values and the moderately abrasive nature of the ore. In addition, the single toggle crusher

has a higher capacity than an equivalently sized double toggle crusher.

Ore discharged from the jaw crusher will be conveyed to the covered stockpile. An overhead

magnet located on the crusher discharge conveyor will remove magnetic tramp material that

may be present with the ore.

Ore will be withdrawn from the crushed ore stockpile using a variable speed apron feeder that

will discharge ore onto the mill feed conveyor.

ES 10.2 Milling

A single stage SAG mill has been selected to reduce crushed product to the nominal circuit P

80


size of 106 μm.

ES 10.3 Classification

Relatively large diameter cyclones (380 mm) have been selected for the classification duty to

minimise wear and reduce the potential for spigot blockages occurring from coarse ball mill

discharge material.

ES 10.4 Gravity Concentration

Testwork indicates that relatively high gravity gold recoveries (up to 32%) can be expected from

the primary ores, with high gold recoveries and rapid leach kinetics achieved on the gravity tails

material.

The gravity circuit has been designed with two installed centrifugal concentrators. The gravity

concentrator will be fed with cyclone underflow slurry.

The gravity concentrate periodically discharging from the concentrators will be directed to a

storage hopper located in the gold room. The concentrates will be processed through a vendor

supplied Intensive Leach Reactor and dedicated electrowinning cell to recover gold and silver.

Selection of the Intensive Leach Reactor unit has been based on the expected high gravity gold

recovery and the potential impact of returning conventional gravity / shaking table tails to the

leach circuit. The Intensive Leach Reactor will utilise high intensity cyanidation to maximise the

recovery of gold and silver values from the concentrate stream.

A separate pregnant solution tank, pump and electrowinning cell will be provided for the

Intensive Leach Reactor to assist with metallurgical accounting and eliminate any potential

impact on the operation of the carbon elution and electrowinning circuit.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

ES 10.5 Trash Screening

A vibrating trash screen has been selected to prevent oversize particles from entering the

downstream leach and adsorption circuit. Although minimal trash is expected from the primary

ore, good trash screening will be essential for good carbon management.

ES 10.6 Leach and Adsorption Circuit

Metallurgical test work indicated that the primary ore shows minor “preg-robbing”

characteristics. The initial leach kinetics for primary ore are fast, with approximately 85% to 90%

of total CIL gold extraction being achieved in the first 4 to 8 hours of leaching. On this basis, a

circuit configuration utilising six adsorption tanks has been adopted. Six adsorption tanks are the

minimum number required to maintain reasonable overall stage efficiencies.

Due to the minor preg-robbing behaviour a hybrid leach cannot be adopted, reducing the solution

tenor of the first adsorption tank, and driving slightly lower loaded carbon grades than can be

achieved in a hybrid circuit. Lower carbon loadings will increase the batch size and frequency of

carbon elution.

The adsorption tanks will be identical in size with a total circuit residence time of 24 hours at 45%

w/w density in the tanks. The tanks will be arranged such that any one tank can be taken offline

for maintenance without affecting the remainder of the circuit.

ES 10.7 Elution

An AARL elution circuit has been selected based on excellent raw water supply and quality. An

AARL elution circuit separates elution and electrowinning, allowing more batches to be

processed if required. An eight-tonne batch size has been nominated and based on the

calculated carbon movements required to meet the grade variability that is currently predicted

by the production plan. Under nominal conditions a total of six elution cycles are required each

week. The gold room will operate 7 days a week.

Three parallel 12 cathode electrowinning cells are proposed for the gold room to provide a high

pass efficiency (greater than 90%) and ensure a low gold tenor in the spent electrolyte returning

to the strip solution tank.

The high cell pass efficiency will ensure a near barren solution is returned to the strip solution

minimising the gold returned to the column and minimising the number of elution cycles required

to achieve the target barren carbon grade. It is anticipated that the elution electrowinning cycle

will be completed in 8 to 12 hours. This will allow additional strips to be conducted during the

week, if required.

A sludging cell design has been adopted for electrowinning to simplify the cathode handling

process. Sludge will be filtered in a vacuum pan filter and dried in an oven prior to smelting to

produce doré.

ES 10.8 Cyanide destruction

An air/SO

2

circuit has been selected for cyanide destruction based on the relatively lower

operating cost of these circuits, the less hazardous reagents required in comparison to Caros

acid and the amenability shown in the testwork of the ore to this form of cyanide destruction. The

circuit will reduce the weakly acid dissociable cyanide to less than 30 ppm at discharge of the

TSF spigot.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

ES 10.9 Arsenic removal

Ferric chloride precipitation of solubilised arsenic as a ferric arsenate has been selected based

on the amenability of the ore to this removal method, and the anticipated stability of the arsenate

species generated.

ES 10.10 Tails Thickening

A high-rate tails thickener treating the plant tailings has been selected to thicken tails to a density

of 50% w/w solids. This is intended to minimise the volume of tailings being pumped to the TSF

and volume of decant requiring return, as well as the mass of solubilised species entering the

TSF.

ES 10.11 Tailings Pumping

Thickener underflow will be pumped to tailings hopper and will be pumped to the tailings storage

facility using two centrifugal pumps operating in series.

ES 10.12 Throughput expansion

The plant throughput will be expanded from 1.5Mtpa (base case) to 2.1Mtpa as open pit grades

from RAS decline. To facilitate this the following approach has been adopted:

1. Orway Mineral Consultants (OMC) have reviewed the comminution circuit design, and

made the following recommendations:

a. The base case crushing plant design can provide the required feed, however the

stockpile size is too small (residence time will be reduced to 8 hours).

b. During expansion a ball mill with installed power of 2,000 kW should be installed.

c. The cyclone cluster was found to be adequately sized for the increased throughput.

2. Initial installation of slurry and service pumps will allow for the expanded case.

3. Initial screen selections will allow for the expanded case.

4. No change will be made to the CIL tank sizes; however, this must be reviewed once kinetic

data is available for the circuit. Residence time will decrease from 24 hours (allowed in the

base case due to lack of kinetic data) to 17 hours.

5. The period of increased throughput will coincide with decreased head grade, and the

selection of column and electrowinning sizes for plant feed grade variability means that

these circuits will be adequately sized in the initial design.

6. Initial electrical design will allow for the inclusion of the later Project phase.

The decision to utilise equipment sized for the larger case will reduce plant downtime during the

expansion, with the only significant construction works required being the inclusion of the ball

mill. Room has been allowed in the base case design and implementation plan for this to be

done.

The Project execution will therefore proceed in two phases – the initial installation (Phase 1), with

a schedule the same as the base case design but with increased capital cost, and Phase 2, where

the ball mill will be procured, design work undertaken for its installation, installation of the mill

and commissioning.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

The process plant General arrangement together with the run of mine (ROM) pad and other site infrastructure is shown in Figure ES 25.


Figure ES 25: Process plant – general arrangement


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

ES 11. TSF

The proposed Shepherds TSF is in the upper reaches of Shepherds Valley with the proposed

Shepherds ELF located immediately downstream (Figure ES 26). The final ELF height will match,

and in places exceed, the TSF embankment and extends downstream of the TSF by 1.4 km.


Figure ES 26: shows the location of the TSF and ELFs


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary


Figure ES 27: TSF and ELF sections

ES 11.1 Design

The Shepherds TSF is to be formed using a downstream construction embankment using rockfill

from the RAS open pit. The downstream construction embankment is proposed to have a 1

vertical to 2 horizontal downstream slope and 1 vertical to 1.5 horizontal upstream slope. It is

proposed that the tailings are delivered as a conventional slurry from the process plant and

discharged using a combination of spigots and end pipe methods.

The Shepherds TSF is designed to meet the New Zealand Dam Safety Guidelines. The proposed

final crest level allows for the TSF to be managed as a full containment facility (supernatant water

managed onsite). This includes allowance to manage a normal operational decant pond and

inflows from a 72-hour probable maximum precipitation (748 mm depth), with 1m freeboard for

wave action. The uphill diversion channels are conservatively assumed not to function for this

design condition.

Consideration of a probable maximum precipitation event meets the design criteria for a High

Potential Impact Classification Dam under the New Zealand Dam Safety Guidelines. A High

Potential Impact Classification is the highest dam classification under the New Zealand Dam

Safety Guidelines which are in accordance with international practice. For comparison the

average annual rainfall at the top of the TSF catchment is estimated to be approximately 540 mm

including allowance for increased rainfall depths due to topographical effects.

The Shepherds TSF will safely contain tailings when subjected to potential future extreme

earthquakes. It will be designed to withstand a 1 in 10,000 year earthquake including

aftershocks. This includes withstanding a potential rupture on the Alpine Fault or any of the other

active faults in the region. The proposed design has the tailings contained behind the

downstream rockfill embankment, that will also be buttressed by a large volume of rockfill


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

placed in the Shepherds ELF. The proposed design will provide safe and robust tailings storage

solution for both operation and post closure of the site.

ES 12. Infrastructure

ES 12.1 Mining Operations and Processing Plant Site & Infrastructure

The Mine Site and supporting infrastructure are located in the lower Shepherds Creek valley,

positioned across two areas. The first is 14 ha in area for the processing plant and mining

operations within the valley that is secluded from the Bendigo and Ardgour Terraces and the

second area of 10 ha positioned outside the valley on the Ardgour Terraces providing non-

operational infrastructure including administration building, high voltage substation and

construction activity support.

To establish the processing plant and mining operations area the valley will be widened to a site

platform of 130m x 1,050m, engineered to accommodate the plant and supporting infrastructure

and buildings. A 7-month period is planned to complete the earthworks establishment of the

lower Shepherds Creek site.

The mining operations area includes heavy vehicle workshops and service infrastructure, a

future paste plant, goods warehouse and office and administration areas to support the open pit

and future underground operations. All supporting infrastructure including power reticulation,

water treatment, stormwater management, parking and circulation are included.

The Ardgour site provides for a temporary 82-person construction camp for the duration of the

construction phase and allocation for the mine administration building and carparking, high

voltage substation, interim heavy vehicle workshop and construction lay down areas.


Figure ES 28: Main BOGP Infrastructure area


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

ES 12.2 Project Water Supply

A water supply is required to support project operations, a total supply peak of 97 l/s, or 8,381

m

3

/day at project start-up with future demand declining to a range of 50-70 l/s as more recycled

water becomes available from the processing and mining operations.

A reliable water source from the Bendigo aquifer has been developed, with the first of two bores

constructed in close proximity to the Bendigo Creek and the exploration base, off Bendigo Loop

Road. A dedicated pipeline (315mm HDPE) is to be constructed using in-bore pumps, and a

booster pump station on Matilda Rise, to lift the water approximately 200m vertically and 6.5km,

to the mine site in the lower Shepherds valley. A water permit will be applied for to secure water

rights.

ES 12.3 Power Supply

The electrical load requirements for the new mine site have been modelled based on the known

loads of the mine for the initial stages of operation, 13.8MVA and expected future loads for the

underground phases of the mine’s lifecycle, to a total 19.5MVA.

The new supply distribution is currently connecting to the Aurora Energy owned, Upper Clutha

Network via the Lindis Crossing Substation, installing a new 66kV overhead network

approximately 10km north of the mine, utilising road reserve for the above ground network to a

single 66 /11kV, 24 MVA transformer located at the entrance to the lower Shepherds Creek gorge,

approx. 500m from the process plant and mine operations site. The wider site and plant will be

connected by multiple 11kV networks.

ES 12.4 Site Access and alternate route for Thomson Gorge Road

ES 12.4.1 Site Access

New and upgraded road access is required to provide for personnel and visitor access, delivery

of construction and mine operation equipment, plant and vehicles.

Following an options assessment the preferred route is based on reduced impact to the current

roading network and to neighbouring property owners and businesses. The access will be from

SH8 (Cromwell – Tarras), approximately 24km from Cromwell, via Ardgour Road, then Thomson

Gorge Road (TGR) to the mine site in the lower Shepherds valley, a 7.3km route from the SH8

intersection. The final leg is a 540m extension through existing road reserve in the lower

Shepherds valley gorge.

ES 12.4.2 Thomson Gorge Alternate (TGR) Route – Ardgour Rise

Proposed mining activities will likely disrupt normal use of Thomson Gorge Road.

An alternate 4WD drive diversion access road will be established that follows Ardgour Station

ridge line commencing in the west from the existing TGR in the Lindis Valley and to the east re-

joining close to Matakanui Station.

Chorus telecommunication’s network has a fibre optic cable located in the TGR that will be

reinstated to maintain connectivity within the new Ardgour rise road alignment.




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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

ES 13. Costs

ES 13.1 Operating Cost Estimates: Open pit

ES 13.1.1 Basis of Estimate

Operating cost estimates have been completed from first principles, based on an owner mining

model generated by the competent person. Physicals are used as drivers and unit rates are

based on demonstrated rates from suppliers and similar style operations such as OceanaGold’s

nearby Macraes Gold Mine. Cost estimates accuracy are expected to be in the range of +/-15%

and are expressed as 2024 NZD.

ES 13.1.2 Mining Operating Costs

The mining unit cost averaged over life-of-mine (LOM) is approximately NZ$3.74 /t and includes:

• Ore and waste drill and blast;

• Ore and waste load and haul;

• Grade control sampling and assaying;

• Crusher feed and stockpile rehandling;

• Ancillary equipment for supporting mining activities;

• Mine management and technical services costs;

• Leasing, maintenance and servicing of all mining and ancillary equipment;

• Pit dewatering and Services (Lighting, work area maintenance, signage, haul road and

access road maintenance); and

• Top soil stripping and surface access haul roads maintenance.

The mining fleet ownership costs are included.

Table ES 26: LoM open pit mining costs

Operating Costs Amount NZD m Unit cost ($/t moved ex-pit)

Loading 76.1 0.34

Hauling 291.0 1.31

Drilling 87.2 0.39

Blasting 51.3 0.23

Grade control 1.70 0.01

Crusher feed 10.3 0.05

Ancillary 109.9 0.50


Mining operations

overheads

189.7 0.86

Stockpile rehandle 7.6 0.03

Pit clear and grub 3.7 0.02

Total Mining Costs 828.4 3.74

ES 13.2 Operating Cost Estimates: Underground

ES 13.2.1 Basis of Estimate

Operating cost estimates have been completed from first principles, based on an owner mining

model. Physicals are used as drivers and unit rates are based on demonstrated rates from


63


Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

suppliers and similar style operations such as OceanaGold’s Macraes Gold Mine. Cost

estimates accuracy are expected to be in the range of +/-15% and are expressed as 2024 NZD.

ES 13.2.2 Mining Operating Costs

The total operating costs are estimated at $224.4M and mining unit cost averaged over life-of-

mine (LOM) at NZ$93.01 /t processed and includes:

• Development and stoping direct costs. Ground support, explosives, mine services,

assaying, etc. Driven by metres and tonnes

• Mobile fleet operating costs. Maintenance and running costs for drills, LHD’s, trucks and all

auxiliary fleet

• Infill diamond drilling.

• Power.

• Labour. Management, Mining operations, maintenance and technical services

• Paste. Cement and plant maintenance

• Miscellaneous. Miners tools, technical services, fan and pump maintenance

Post the underground development phase (months 1-24) the unit costs are $78.64/ tonne

processed including on-going mine development.

Table ES 27: LoM Underground mining operating costs


Total LOM

Month 25+ (post mine

development)

$NZD M

Unit cost

($/tonne

processed)

$NZD M

Unit cost ($/tonne

processed)

Direct Operating Cost per

metre (consumables)

20.7 8.57 12.8 5.32

Fleet costs 37.1 15.38 28.9 11.96

Infill Diamond drilling 3.5 1.45 2.5 1.04

Power 16.0 6.63 13.4 5.55

Labour 107.0 44.36 79.4 32.91

Paste Plant Operations

(Directs)

37.2 15.40 35.9 14.87

Miscellaneous 2.9 1.22 2.6 1.06

Total 224.4 93.01 175.4 78.64

ES 13.3 Operating Cost Estimates: Processing

The Processing costs were estimated based on the processing flowsheet for 1.5Mtpa throughout

and 2.1Mtpa throughput. With a breakdown by fixed and variable cost elements.

The LOM unit cost per tonne processed is estimated at $18.92 from a total $318.3M.







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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Table ES 28: LoM Processing operating costs

Rate

$NZD

M

1.5Mtpa - fixed annual $11,637,438 42.7

1.5Mtpa - variable ($/t processed) $11.40 62.2

2.1Mtpa - fixed annual $13,151,033 72.3

2.1Mtpa - variable ($/t processed) $11.49 130.5

Met-lab sampling (annual

1.5Mtpa)

$925,480 10.5

Total


318.3

Unit cost - LOM $18.92


ES 13.4 Operating Costs: General and Administration

The General and Administration costs have been estimated and are broken into three broad

categories:

• Labour. For steady state operations a 25-person support team including General Manager,

Commercial and Administration manager accountants, accounts payable, environmental,

HR, payroll, nurse, OHS.

• General site support. Worker transport, community relations, consultants, light vehicles,

office expenses, legal fees, recruitment and auditing

• Specific site support. Land leases, Site water supply (power), Ecology sanctuary, water

treatment and closure bonding.

Over the LOM this equals $74.0M or $4.40 tonne processed.

Table ES 29: General and Administration operating costs

Cost area $NZD M Unit cost ($/tonne processed)

Operations labour 27.2 1.62

Other - general 20.7 1.23

Other - specific 26.1 1.55

Total 74.0 4.40

ES 13.5 Capital Cost Estimates

Capital cost estimates include project capital, sustaining and closure

ES 13.5.1 Site establishment

The majority of these costs are project (establishment) costs and are summarised below.

Owners team: The labour and support costs for the owners construction team is estimated at

$4.4M.

Land and Landowner costs, which include:

• Land purchases; and

• Payments to landowners on project start-up including up-front royalties.

The estimated costs are $7.2M


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Site infrastructure:

• HV power connection to the site from the local 66kV network including a 66kV to 11kV

transformer. ($12.8M)

• Road access upgrades and new roads connecting from the state highway, plus a local public

road diversion (which is a sustaining cost item). ($13.9M)

• Service water system establishment. Borefield, pumps and pipelines. ($5.7M)

• The construction camp establishment and running cost. ($9.9M)

• Site facilities. Administration and mining offices, mobile fleet workshop, refueling,

washdown, warehouse, associated facilities and theservices reticulation. ($23.3M)

Establishment earthworks are required across the terrain. These include:

• Diversion drains. Clean water diversion drains around the TSF and main Shepherds ELF

($1.0M);

• Sediment ponds. This most notably includes a pond in the mid Shepherds valley to contain

mine impacted waters from the upper Shepherds and Jeans Creek basins and would be a

final collector from the RAS pit stripping also ($1.7M); and

• The site haul road network which will involve cuts from the mining locations to the ROM pad,

ore-stockpile and ELF ($13.8M).

Table ES 30: Site establishment costs breakdown

Area Specifics $NZD M

Owners costs 4.4

Land and landowner costs 7.2

Site Infrastructure

Construction camp 9.9

Roads 13.9

Power 12.8

Service water 5.7

Site Facilities 23.3

Establishment earthworks




Diversion drains 1.0

Sediment ponds 1.7

Haul roads 10.5

ELF stripping 2.8

Total 93.2

ES 13.5.2 Process plant

Total process plant costs including preparing the Shepherds valley earthworks is estimated at

$135.2M. With further a further breakdown:

• Shepherds valley earthworks to strip unsuitables, train the creek to the northern bank, drill

and blast in TZ4 to get hard rock foundations for the crusher and milling circuit and building

back up the valley with engineered fill - $5.4M

• The initial 1.5Mtpa process plant build as an EPCM (with minimum disruption later

expansion to 2.1Mtpa) - $128.9M

• Fit out of the laboratory - $0.9M


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Table ES 31: Further detailed breakdown of the 1.5Mtpa plant EPCM cost

Description $NZD M

Contractor Indirects 3.4

Preliminary & General 0.3

First Fills & Initial Consumables 1.8

Equipment Spares 0.5

EPCM 18.2

Commissioning 1.5

Crushing 15.5

Milling & Classification 23.6

Pebble Crushing & Conveying 1.4

Leach & Adsorption 13.9

Gold Recovery 7.8

Reagents 2.4

Water Services 2.0

Piping 7.6

E&I 17.0

Construction Overheads 3.6

Plant & Equipment 6.2

Plant Buildings 2.4

Total 128.9

The process plant expansion to 2.1Mtpa is $30.3M

ES 13.5.3 TSF

Total TSF construction and closure costs are $58.1M excluding bulk zone fill materials which are

included in the mining costs.

Table ES 32: Full TSF capital costs

Description $NZD M

TSF - Starter 9.5

TSF - Raises 33.5

TSF - Closure 15.1

Total 58.1

ES 13.5.4 Underground

The capital underground costs are $82.2M, not including capitalised operating costs. The

significant cost contributors are the mining fleet including light vehicles ($35.3M) and the paste

plant and associated paste infrastructure ($33.1M).





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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Table ES 33: Underground capital

Description $NZD M

Mining Fleet 35.3

Ventilation 1.3

Dewatering Pumps 1.1

Paste plant and associated infrastructure 33.1

Mine support Infrastructure 8.5

Safety 1.7

Miscellaneous 1.1

Total 82.2

ES 13.5.7 Other

Other specific capital costs are for:

• Water treatment at closure when the site will need to start releasing water ($8.3M);

• Light vehicles not captured elsewhere;

• Provision for ecological offsets; and

• General closure rehabilitation costs not already capture by the TSF or water treatment

Table ES 34: Other capital costs

Description

$NZD

M

Water treatment

8.3

Light vehicles

0.6

Ecological offsets

3.6

Closure (plant-site, infrastructure removal, general)

35.0

ES 14. Financial evaluation

The Financial Evaluation was prepared on the following basis:

• A real discount rate of 8% was applied. This was based on an internal weighted average cost

of capital calculation and a peer analysis of comparative projects.

• All estimated costs are nominal (not adjusted for inflation).

• A corporate tax rate of 28% has been applied, without allowances for New Zealand tax losses.

• All pre-production capital has been capitalised up until the point of commercial production.

• Conceptual mine closure costs have been netted to zero with provisional project salvage

values.

Key financial outputs from the study are as shown in Table ES 35 and Table ES 36.







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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Table ES 35: Key Project Metrics

Description Unit

Base Case

Scenario

Key Project Mining Physical Targets and

Assumptions


Mine Life Years 9.17

Plant Throughput ktpa 1,835

Open Pit Ore Mined kt 14,404

Open Pit Mill Feed kt 14,404

Open Pit Mill Feed Grade Au g/t 2.19

Open Pit Contained Gold koz 1,014

Open Pit Recovered Ounces koz 935

Underground Ore Mined kt 2,413

Underground Mill Feed kt 2,413

Underground Mill Feed Grade Au g/t 2.99

Underground Contained Gold koz 232

Underground Recovered Ounces koz 215

Total Ore Mined kt 16,817

Total Mill Feed kt 16,817

Au Grade - Mined g/t 2.30

Total Contained Gold koz 1,245

Overall Plant Recovery % 92.38%

Gold Production koz 1,151


Modelling of the government or Crown royalty modelling has resulted in the 10% accounting

profits being applied which is higher than the 2% ad valorem.



















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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Table ES 36: Key Financial Metrics

Key Financial Assumptions

Base Case

AUD

Spot AUD Spot NZD Spot USD

Gold Price

$/oz

2,894 4,000 4,406 2,626

Exchange Rate

USD:$

0.66 0.66 0.60 1.00

Key Project Metrics



Gold Produced

Oz

1.15 million

Initial Mine Life

Years)

9.17

Gold Revenue

'000

3,330,018 4,602,435 5,069,319 3,021,314

Open Pit Mining Cost

'000

619,237 619,237 682,054 406,504

Underground Mining Cost

'000

152,747 152,747 168,242 100,272

Processing Costs

'000

288,943 288,943 318,254 189,679

General and Admin Costs

'000

55,633 55,633 61,276 36,521

Selling Cost

'000

8,357 8,357 9,204 5,486

Royalties - Govt

'000

170,173 296,305 326,363 194,512

Royalties - Others

'000

89,636 123,887 136,454 81,327

Total Cash Operating Cost

'000

1,384,725 1,545,108 1,701,848 1,014,301

Total Cash Operating Cost per Ounce

$/oz

1,203 1,343 1,479 881

Project EBITDA

'000

1,945,292 3,057,327 3,367,471 2,007,013

Depreciation and Amortisation (exc Rehab

PPE)

'000

546,067 546,067 601,462 358,471

Total Production Cost (incl. all CAPEX)

'000

1,930,793 2,091,175 2,303,310 1,372,773

Total Production Cost per Ounce

$/oz

1,678 1,818 2,001 1,193

Net Profit Before Tax (NPBT)

'000

1,399,225 2,511,260 2,766,009 1,648,541

Tax Payable (28.0%)

'000

(424,010) (728,094) (801,954) (477,965)

After Tax Profit

'000

975,215 1,783,166 1,964,055 1,170,577

Capital



Initial Development Capex (inc. OP &

Capitalised Opex)

'000

340,609 340,609 375,161 223,596

Underground Initial Development Capex

'000

121,795 121,795 134,151 79,954

Sustaining Capex

'000

83,663 83,663 92,151 54,922

Closure Capex (see note 1)

'000

- - - -

Total CAPEX over Mine Life

'000

546,067 546,067 601,462 358,471

DCF Outcomes



Initial NPV (unleveraged and after-tax)

@8.00%

'000

534,975 1,058,104 1,165,441 694,603

IRR

%

41.66% 68.23% 68.23% 68.23%

Payback Period from production start

(unleveraged and after-tax)

years

1.67 Yr(s) 0.92 Yr(s) 0.92 Yr(s) 0.92 Yr(s)

Note 1: Conceptual mine closure costs netted to zero against mine salvage value.

Summary operating costs are shown in Table ES 37.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Table ES 37: Summary operating costs

Operating Costs (Production) NZD '000

NZD /t

Milled

NZD /oz

Produced

Mining Cost 850,296 50.6 739

Processing Costs 318,254 18.9 277

General and Admin Costs 61,276 3.6 53

Selling Cost 9,204 0.5 8

Royalties - Govt 326,363 19.4 284

Royalties - Others 136,454 8.1 119

Total Cash Operating Cost 1,701,848 101.2 1,479

Initial Development Capex (inc. OP &

Capitalised Opex)

375,161 22.3 326

Underground Initial Development Capex 134,151 8.0 117

Sustaining Capex 92,151 5.5 80

Closure Capex - - -

Total Production Cost (inc Closure) 2,303,310 137.0 2,002

Summary capital costs are shown in Table ES 38.

Table ES 38: Capital cost summary

Capital Cost Requirement Estimates


Pre-Production Capital: Open Pit & Initial Dev


Owners Team

NZD '000

3,829

Land

NZD '000

7,225

Infrastructure

NZD '000

56,115

Site Establishment

NZD '000

11,633

TSF

NZD '000

9,473

Process plant

NZD '000

135,218

Open Pit

NZD '000

2,182

Others

NZD '000

562

Capitalised OpEx - Open Pit Mining

NZD '000

146,339

Capitalised OpEx - G&A

NZD '000

2,585

Total Initial OP Pre-Production Cost Estimates

NZD '000

375,161

Underground Infrastructure

NZD '000

78,007

Capitalised OpEx - Underground Mining

NZD '000

56,144

Total UG Pre-Production Cost Estimates

NZD '000

134,151




Sustaining & Closure Capital – Life of Mine Estimates


Underground

NZD '000

4,194

Open Pit

NZD '000

87,956

Closure Capex

NZD '000

-

Total Sustaining & Closure Capital

NZD '000

92,151


Total Capital Cost

NZD '000

601,462





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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Figure ES 29 below, shows the undiscounted cashflows on an annual basis at the spot gold

price scenario (NZ$4,406/oz).



Figure ES 29: Project Free cash flow (inc Tax, NZD'000)

Sensitivities for gold price, capital and operating costs, discount rate and metallurgical

recoveries at relevant ranges are shown in Figure ES 30 below.



Figure ES 30: Project NPV Sensitivities at spot gold price of NZ$4,406/oz (NZD'000) at 8%

Post-Tax, Real Discount Rate


(150)

(225)

376

294

258

197

171

431

234

290

84

22

(15)

(150)

(375)

0

294

552

748

919

1,350

1,584

1,873

1,957

1,979

1,964

(1,500)

(1,000)

(500)

-

500

1,000

1,500

2,000

2,500

(300)

(200)

(100)

-

100

200

300

400

500

Year -2Year -1Year 1Year 2Year 3Year 4Year 5Year 6Year 7Year 8Year 9Year 10Year 11

Cumulative net cash flow (NZ$'000)

Cash Flow (NZ$'000)

Project Free Cash Flow (inc tax)Cumulative FCF (RHS)

(40,191)

(51,189)

(72,435)

(106,060)

(212,027)

(212,995)

40,180

51,185

77,862

105,993

211,649

212,957

(250,000) (200,000) (150,000) (100,000) (50,000) - 50,000 100,000 150,000 200,000 250,000

Capex (+/-10%)

Operating Cost (+/-10%)

Discount Rate (+/-1%)

Recovery (+/-5%)

Grade (+/-10%)

Gold Price (+/-10%)


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Additional sensitivity analysis was undertaken at the base case gold price of NZ$3,204/oz and

is shown in below.


Figure ES 30A: Project NPV Sensitivities at base case of NZ$3,204/oz ($NZD'000) at 8% Post-

Tax, Real Discount Rate

Figure ES 31 shows the overall annual gold production profile and AISC at the spot gold price

scenario (NZ$4,406/oz) for the primary production years.


Figure ES 31: Production Profile OP/UG w/AISC at Spot Gold Price (NZ$4,406/oz)

ES 15. Environment

A comprehensive set of baseline studies have been commissioned to understand the existing

environment across the project area and surrounding landscape. As the project description has

developed the assessment of effects on the environment has also progressed along with

associated considerations of opportunities to address potential negative effects as far as

practical.

Environment related studies include ecology, waterways and wetlands, ground and surface

water, geochemistry, noise, air quality, heritage, closure, visual effects, recreation and traffic.

(40,191)

(51,189)

(72,435)

(106,060)

(212,027)

(212,995)

40,180

51,185

77,862

105,993

211,649

212,957

(250,000) (200,000) (150,000) (100,000) (50,000) - 50,000 100,000 150,000 200,000 250,000

Capex (+/-10%)

Operating Cost (+/-10%)

Discount Rate (+/-1%)

Recovery (+/-5%)

Grade (+/-10%)

Gold Price (+/-10%)

152

151

138

116

50

129

78

88

29

13

48

56

41

41

16

1,397

1,336

1,417

1,807

2,252

1,434

1,767

1,244

1,883

-

500

1,000

1,500

2,000

2,500

-

20

40

60

80

100

120

140

160

180

200

Year 1Year 2Year 3Year 4Year 5Year 6Year 7Year 8Year 9

AISC NZ$/oz

Production (kOz)

Open PitUndergroundAll-in-Sustaining Cost (exc. Closure Capex)


73


Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

The project is located in the 90,000 ha Dunstan Ecological District. It is dominated by a mosaic

of native and exotic scrub, native tussockland, mixed depleted herbfields and exotic pasture.

The Ecological Study Area (ESA) for the project covers approximately 5,000 ha. The Project

Footprint (PF) is defined as the area of direct impact of approximately 550 ha. Adjacent to these

areas is land administered by the Department of Conservation (DOC) including the Bendigo

Historic Reserve (459ha) to the west which is contiguous with Bendigo Scenic Reserve (628ha)

further to the west; the Bendigo Conservation Area (1,973ha) to the southwest; and the Ardgour

Conservation Area (303ha) to the east which is contiguous with the Neinei i kura Conservation

Area (1,643ha) to the north. Thus, a total land package of 5,006 ha is under DOC management

adjacent to the project.

A conservation covenant was established over Bendigo Station when it passed from leasehold

into freehold and the DOC areas were established. The conservation objectives broadly seek to

protect the natural character of the land and the ecological character and maintain the

landscape and historic values. The covenant also provides for prospecting or mining of minerals

with the Minister of Conservation’s approval having regard for the objectives. Matakanui Gold

holds the necessary approvals from the Minister to undertake exploration.


Figure ES 32: Project Footprint, Ecological Study Area, Dunstan Ecological District and DOC

administered conservation areas


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

The BOGP is located across two freehold working pastoral stations. The indigenous biodiversity

in the ESA is heavily modified by past and current land use practices, along with the ongoing

effects of invasive weeds, introduced mammalian predators, and browsers.

Despite the past and current land use practices the PF contains some areas of high terrestrial

value based on the presence of native-dominated habitats and nationally ‘threatened’ or ‘at-risk’

flora and fauna.

Fifty ‘threatened’ or ‘at-risk’ flora and fauna species (including 16 invertebrates not listed or

assessed) have been identified in the ESA to date. Further surveys to confirm the extent of these

species and search for additional flora species will be undertaken in spring 2024.

Freshwater ecological values of the area are associated with the overall stream habitat and the

macro-invertebrates present. No freshwater fish values were identified within Shepherds nor

Rise and Shine Creeks and macroinvertebrate communities exhibited degradation in areas but

were otherwise considered fair.

A mammalian pest survey of the ESA confirmed the presence of 10 mammalian pests including

deer, pigs, rabbits, hares, ferrets, cats, rats, mice, goats and possums.

Potential effects on the ecology have been identified. Opportunities to avoid and mitigate

negative effects are an integral part of the project design process.

Lengths of waterways and associated streams in Shepherds Creek will be covered by the tailings

storage facility (TSF) and engineered landform (ELF) or realigned to accommodate the process

plant footprint. Loss of waterways will be mitigated by construction of freshwater diversion

drainage channels in the Shepherds valley at or just above the final height of the TSF and ELF.

The channels will be designed to replicate similar flow characteristics to mountain creeks and

streams as far as practical to promote naturalisation over the project life and the return of native

vegetation and invertebrates. Seeding of native species and management of grazing animals will

facilitate naturalisation.

An ecological effects management strategy has been developed which includes rehabilitation

for ecological and pastoral (grazing) outcomes on direct disturbed areas. To offset or

compensate for residual effects that cannot be avoided, minimised or rehabilitated a

combination of broad scale and targeted habitat restoration and enhancement measures will be

employed to deliver improved biodiversity management and uplift.

This approach aims to ensure that at a broad level biodiversity benefits outweigh impacts in

general accordance with regional and national policy requirements. Offsetting and

compensation for residual ecological effects are being considered via land management

programs.

The Central Otago District Plan identifies the Dunstan Mountains as an Outstanding Natural

Landscape (ONL). An ONL requires protection from inappropriate subdivision, use and

development as a matter of national importance in accordance with Section 6(b) of the Resource

Management Act. Landscape and visual effects of the operation are being assessed by

experienced landscape architects considering the physical, perceptual and associative values

of the landscape. Project design work aims to balance the overall disturbance effects across the

landscape values, including ecological, historical and visual values. Potential visual effects are

substantially reduced by locating much of the disturbance within the confines of the Shepherds


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

and Rise and Shine Valleys, of which there is limited visibility from key vantage points in the

Clutha / Mata-Au Valley.

The project area has been surveyed for archaeological sites via pedestrian survey, LiDAR

imagery, historical photographs and documents and previous archaeological investigations to

establish detailed maps of archaeological sites. The sites have been further evaluated to

understand their archaeological values. Thirty-three archaeological sites have been mapped in

the project footprint. The majority of the sites are associated with the intensive historic alluvial,

elluvial and hard rock mining in the survey area. These sites include footings of a stamper battery,

tailing areas. water races, huts, dams, culverts, and drains. The predominant archaeological

features are remains of 10 hut sites, of which the majority are associated with mining activity

although several may have also been used by musterers. The heritage structures within the Rise

and Shine Valley are mostly ruinous and at least partially obscured by topography and/or

vegetation, with the exception of the small dam in Rise and Shine valley. Whereas the wider

Bendigo historic areas exhibit residual and visible huts and other buildings which are much more

intact and the mining features are easily identified by the public. No Māori archaeological sites

have been identified in the project area.

Conservative noise modelling has shown that district council noise limits can be readily

achieved. The noise model will be refined as more information comes to hand during detailed

design.

Lighting design aims to minimise night glow and light spill while providing for safe operation of

the plant. The location of the process plant and infrastructure in Shepherds valley greatly

reduces the potential effects of light pollution.

Air quality effects assessment is in progress and indicates that nuisance dust can be managed

within the project footprint.

ES 16. Geochemical

The BOGP gold deposit is located within the Otago Schist and is associated with the mineralised

Rise and Shine Shear Zone (RSSZ) which juxtapose lower greenschist facies Textural Zone 3 (TZ3)

and mid to upper greenschist facies Textural Zone 4 (TZ4) schists in their hanging walls and

footwalls respectively. This mineralisation is dominated by elevated sulphate (SO

4

) and arsenic

(As) (e.g., the mineral arsenopyrite) with other trace metals also being potentially elevated but

at much lower concentrations (e.g., cobalt, (Co), copper (Cu), chromium (Cr), antimony (Sb),

and zinc (Zn)).

The outcropping mineralisation associated with the BOGP area has contributed to baseline

water quality being elevated in some metals, which has been exacerbated by historical legacy

mining activities, leading to streams in the project area containing slightly higher contaminants

of potential concern (COPC) that include for instance, As, cadmium (Cd), Cu, Cr, manganese

(Mn), and Zn leaching at faster rates from exposed mineralisation.

Some soils within the Rise and Shine Creek catchment are elevated in arsenic due to natural

outcropping mineralisation and historic mining spoils. These soils will require management to

avoid adverse effects if they are disturbed (e.g., dust management, stockpile management).

Studies indicate that the rocks associated with the project (TZ3, TZ4, and RSSZ) will not generate

acid rock drainage with >350 samples tested by industry accepted acid base accounting (ABA)


76


Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

techniques (e.g., AMIRA, 2002). This is a function of the high acid neutralisation capacity (ANC)

of the rocks associated with carbonate minerals (e.g., dolomite) and a low sulfide mineral

content (e.g., arsenopyrite, pyrite) that can generate lesser acidity. The overall ABA assessment

indicates that the rocks are classified as non-acid forming (NAF).

Data for waste rock indicates that the TZ4 and RSSZ lithologies contain ~97.7% of arsenic and

37.2% of sulfur yet represent only 18% of the waste rock that will be disturbed. Hence,

appropriate management of waste rock to reduce sulfide mineral oxidation and the release of

arsenic is a critical step to minimise any potential deleterious effects of mining, i.e., manage 18%

of the waste rock well to mitigate 97.7% of the arsenic risk in the Engineered Landform ELF) that

will contain the waste rock.

Nitrogenous compounds such as nitrate are also expected to be elevated in seepage from

blasted rock due to the use of ANFO, an ammonium-nitrate fuel oil explosive. This is not an

uncommon problem in the mining industry.

It is expected that mining of the BOGP will affect waters within the project area and these effects

will include:

• Elevated total suspended solids (TSS)

• Neutral metalliferous drainage (NMD) with elevated sulfate and the certain COPCs such as

As, Fe, and potentially lesser amounts of trace metals such as Co, Cu, Cr, Sb, Zn; and

• Nitrate-rich drainage due to the use of ANFO.

Collectively these waters are referred to as mine impacted water (MIW) to acknowledge the

different contributions to poor water quality within the project area. The management of MIW will

involve several engineering controls to minimise the effects on the downstream environment.

These engineering controls have been accounted for in the mine plan, including:

• Materials management and the construction of an Engineered Landform (ELF) to minimise

contaminant loads from the waste rock; and

• Water management and treatment as necessary.

ES 17. Community and iwi

The Bendigo-Ophir Gold Project (BOGP) is located on private farmland in the Central Otago

region, with the closest towns being Tarras and Cromwell. The project is likely to be resourced

by the townships of Cromwell, Tarras, Alexandra, Queenstown, Wanaka, Clyde and Omakau.

Access agreements are in place with both of the station landowners that the project covers,

Bendigo Station and Ardgour Station.

Engagement to date has included regular drop-in sessions in both the Tarras and Cromwell

communities, attendance at community events, community sponsorships, presentations to

community and business groups, site visits, a monthly newsletter, and project information on

Santana Minerals website.

A cultural impact assessment is being undertaken to understand the potential impact on mana

whenua cultural values as identified by iwi in their 2018 statement.

A Social Impact Assessment study is being carried out to assess the social consequences and

community concerns, interviews are currently underway.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

ES 18. Permitting

ES 18.1 Mining Permits

The project is located within Minerals Exploration Permit (MEP) 60311. To develop the project,

the Company will need to apply for a minerals mining permit (MMP) over the immediate area to

New Zealand Petroleum and Minerals (NZPAM). This is part of the Ministry of Business,

Innovation and Employment (MBIE) and administers the Crown Minerals Act (1991) (CMA).

Section 23 of the CMA provides that the purpose of a minerals mining permit (MMP) is to

authorise the permit holder to mine for the minerals specified in the permit. “Mining” is defined

in the Act as meaning “to take, win, or extract, by whatever means, a mineral existing in its natural

state in land, or a chemical substance from [that mineral].”

The Minister will ordinarily grant a mining permit if satisfied that:

(a) the permit applicant has identified and delineated at least an indicated mineable mineral

resource or exploitable mineral deposit, and

(b) the area of the permit is appropriate, and

(c) the objective of the mining permit is to economically deplete the mineable mineral

resource or deposit to the maximum extent practicable in accordance with good industry

practice.


ES 18.2 Resource Consents

Environmental approvals are predominantly administered under the Resource Management Act

1991 (RMA) the purpose of which is to promote the sustainable management of natural and

physical resources. The Act is administered by the consent authority whose permission is

required to carry out an activity for which a resource consent is required under this Act. In this

case, resource consents will be required from both the Central Otago District Council and the

Otago Regional Council.

Resource consent and building consent are required under New Zealand legislation to construct

the TSF and large dams. This will include the Shepherds Creek Silt Pond. Only resource consent

is required to construct the ELFs. Resource consents relating to environmental effects will be

applied for as part of the wider project application. Building consents for the TSF and Shepherd

Creek Silt Pond will be separately applied for through the building consent authority for dams in

the area.

The NZ Government has introduced a new legislation, Fast-track Approvals Bill (FAB). This Bill

provides a streamlined decision-making process to facilitate the delivery of infrastructure and

development projects with significant regional or national benefits. On 04/10/2024 it was

announced that the Santana Minerals Bendigo-Ophir gold project is included within the list of

projects eligible to access the fast-track consenting framework under the proposed FAB.

The Bill is intended to be a “one stop shop” for consenting projects which would otherwise

require consents under multiple different regimes including resource consents under the RMA,

concessions under the Conservation Act 1987, wildlife permits under the Wildlife Act 1953,

archaeological authorities under the Heritage Pouhere Taonga Act 2014, and land access

provisions of the Crown Minerals Act 1991. The “one stop shop” approach marks a significant


78


Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

change in project approvals in New Zealand, and it is hoped that this will significantly reduce

consenting costs, uncertainty, and timeframes.

ES 18.3 Application

Santana Minerals NZ subsidiary Matakanui Gold Ltd is preparing a substantive application for the

Bendigo-Ophir project. The strategy is for the application to include all the necessary

information, from leading technical experts to a high standard to enable robust decision making.

Planned lodgement is Q1 2025.

ES 19. Closure

A conceptual Mine Closure Plan is under development to be submitted as part of the consent

application for the project. The overarching objective of the mine closure plan is a final landform

and site that is safe, stable, and non-polluting at a standard that is acceptable to stakeholders

and regulators. Technical experts have been engaged to develop the conceptual Plan.

The conceptual closure plan will consider the following:

• Knowledge base

• Legal obligations

• Closure risks

• Post mining land uses

• Closure objectives and completion criteria, and

• Community consultation.

The development of the plan will bring together knowledge from a range of experts considering:

• Geochemistry

• Geotechnical

• Mine planning and schedule, including final landform designs

• Ecology

• Rehabilitation

• Visual effects, and

• Stakeholder requirements.

ES 20. Project Implementation

The Project implementation critical path timeline, from receipt of consent and financing, is two

months for mobilisation and site establishment, four months pioneering work to establish at RAS

haul roads, ELF and first mine benches, then sixteen months of bulk-stripping of 39.5Mt through

to commencement of processing.

In October 2024 the BOGP was designated as a ‘Fast-track Project’ under Schedule 2 of the NZ

Government's Fast-track Approvals Bill (FAB). The Bill is anticipated to be enacted by year-end.

An Assessment of Environmental Effects (AEE) is currently in progress, as per the current

requirements under the Resource Management Act. The designation of the BOGP as a fast-track

project does not change the specifics or level of detail being prepared. It is anticipated the

application will be lodged for the required consenting documentation into the FAB by the end of

February 2025.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Whilst the draft FAB legislation allows for decisions within a shorter timeframe, the pathway is

yet to be utilised, and timeframes are still relatively unknown. As a result, the company expects

up to six months for approval.

ES 21. Risks and Opportunities

Opportunities are presented by:

• Adding resources to the production schedule through RAS downdip (Inferred extension).

• Adding production schedule ounces through further gold price escalation.

• Ongoing exploration to increase resource and reserve base.

• Improved understanding of geological domains leading to conversion of further resource to

reserves.

• Conversion of inferred resources to indicated at CIT and generation of viable mine plan.

• Existing opportunities within Central Otago to meet short-term accommodation needs thus

avoiding the need for or the reducing the size of the construction camp.

As part of the PFS, a specific risk assessment has been undertaken across all disciplines covered

in this report. From this work, 108 risks were identified, then assessed and ranked, to allow

further targeted investigations. These risks were grouped as either High, Significant, Moderate or

Low.

The risks were further categorised as to what stage of the project they related to, these groups

being:

• Design,

• Consent,

• Construction, and

• Operations.

And the responsible departments of:

• Project Engineering,

• Implementation Manager,

• Operational Readiness Manager,

• Environment Manager, and

• Corporate.

Generally, the main grouping of risks related to:

• The Fast-track Approval Bill is yet to be passed into law so the final form of the Act may

need further consideration,

• The project start-up timeframe,

o Ability to mobilise the main mining fleet in a timely manner; and

o Ability to connect the high voltage supply to the site.

• The ramp up of pre-strip volume requirements in the pre-strip (critical to first positive

cashflows); and

• Ability to secure financing.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

ES22. Funding

The Board reasonably believes funding will be available for development of the Project based on

the following PFS highlights, together with the following attributes of the Company and its

Board’s experience:

• The PFS shows strong economics associated with Project development, including a very

strong return on capital and robust cashflows, even at a base case gold price of

US$1,900/oz. This provides a strong platform to source debt and equity funding.

• The Board of Santana has a strong track record in raising funds through debt and equity

markets.

• The Project has a 9-year mine life generating significant free cash flow relative to the

development capital required.

• The PFS illustrates an NPV that is significantly value-accretive to current shareholder

value.

• The Company has a tight capital structure and owns 100% of the Project, making

potential financing arrangements uncomplicated.

• The Board has extensive experience in mine development and production in the

resources industry which is attractive to potential financiers seeking certainty of project

delivery.

• At high gold prices, global debt and equity finance availability for gold projects remains

robust with several recent examples of funding being made available for ASX listed gold

development projects.

There is, however, no certainty that the Company will be able to source funding as and when

required. Typical project development financing would involve a combination of debt and equity.

It is possible that such funding may only be available on terms that may be dilutive to or otherwise

affect the value of the Company’s existing shareholders.



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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

JORC Code, 2012 Edition – Table 1

Section 1: Sampling Techniques and Data

Criteria JORC Code explanation Commentary

Sampling techniques

Nature and quality of sampling (e.g. cut channels, random

chips, or specific specialised industry standard measurement

tools appropriate to the minerals under investigation, such as

down hole gamma sondes, or handheld XRF instruments, etc).

These examples should not be taken as limiting the broad

meaning of sampling.

Include reference to measures taken to ensure sample

representivity and the appropriate calibration of any

measurement tools or systems used.

Aspects of the determination of mineralisation that are Material

to the Public Report.

In cases where ‘industry standard’ work has been done this

would be relatively simple (e.g. ‘reverse circulation drilling was

used to obtain 1 m samples from which 3 kg was pulverised to

produce a 30 g charge for fire assay’). In other cases more

explanation may be required, such as where there is coarse gold

that has inherent sampling problems. Unusual commodities or

mineralisation types (e.g. submarine nodules) may warrant

disclosure of detailed information.

This Mineral Resource Estimate (MRE) is estimated from drilling samples collected by reverse

circulation and diamond drilling. ‘Blasthole’, surface trench and underground channel samples

were used as an aid for geological interpretation and domaining but not for grade estimation.

Diamond drill (DD) core samples for laboratory assay are typically 1 metre samples of diamond

saw cut ½ diameter core. In the rare cases where the core was friable or unconsolidated, the

sample was collected from one side of the core using a scoop. Where distinct mineralisation

boundaries are logged, sample lengths are adjusted to the respective geological contact. RC

samples were sub-sampled at 1.0 m intervals using either a riffle splitter or a cone splitter

mounted below the cyclone. The splitter produced 2 x 12.5% splits and 1 x 75% split. The two

12.5% splits were used as primary sample and field duplicate (if submitted) with the 75% split

used for logging and then stored at the MGL core yard.

Samples are crushed at the receiving laboratory to minus 2mm (85% passing) and split using a

rotary splitter to provide 1kg for pulverising in a ring mill to -75um. Pulps are fire assayed (FAA)

using a 50g charge with AAS finish. Prior to 2019 only 200g of the crushed material was

pulverised. 877 samples were assayed this way.

Certified standards, blanks and field replicates are inserted with the original batches at a

frequency of ~5% each for QAQC purposes.

All pulps and crush reject (CREJ) are returned from the laboratory to MGL for storage on site. Of

these returned samples, a further ~5% are re-submitted as QC check samples which involve pulp

FAA re-assays by the original and an umpire laboratory and CREJ re-assayed by 500-gram (+ & -

75mu) screen fire assay (SFA), 1kg BLEG (LeachWELL) and 2*500-gram Photon analysis (PHA)

for gold.

Where multiple assays exist for a single sample interval, larger samples are ranked in the

database: PHA > BLEG > SFA > FAA.

All returned pulps are analysed for a suite of 31 elements by portable XRF (pXRF).

The sampling, sub-sampling and assaying methods are appropriate to the geology and


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Criteria JORC Code explanation Commentary

mineralization being reported.

Drilling techniques

Drill type (e.g. core, reverse circulation, open-hole hammer,

rotary air blast, auger, Bangka, sonic, etc) and details (e.g.

core diameter, triple or standard tube, depth of diamond tails,

face-sampling bit or other type, whether core is oriented and if

so, by what method, etc).

Diamond (DD) and reverse circulation (RC) drilling has been used to inform the MREs being

reported here. All diamond coring was PQ3 size triple tube for holes MDD001 to MDD016. The

DD coring in since MDD016 has all been HQ3 size triple tube. Where PQ3 core size (83mm

diameter) is commenced this is maintained throughout the DD hole until drilling conditions

dictate reduction in size to HQ3 core (61mm diameter). DD pre-collars are drilled open hole

through un-mineralised TZ3 schist to within about 15 m of the mineralisation hangingwall at

which point diamond coring commences.

RC drilling was only carried out where the mineralisation target was less than about 150m

downhole and used a face sample bit with sample collected in a cyclone mounted over a riffle

or cone splitter producing 2 x 12.5% splits and 1 x 75% split. The two 12.5% splits were used as

primary sample and field duplicate (if submitted) with the 75% split used for logging and then

stored at the MGL core yard.

Drillholes are oriented to intersect known mineralised features in a nominally perpendicular

orientation as much as is practicable. A small number of holes are oriented in other directions to resolve

areas of ambiguous geological interpretation.

All drill core is oriented to assist with interpretation of mineralisation and structure using a Trucore

orientation tool.

Drill sample recovery

Method of recording and assessing core and chip sample

recoveries and results assessed.

Measures taken to maximise sample recovery and ensure

representative nature of the samples.

Whether a relationship exists between sample recovery and

grade and whether sample bias may have occurred due to

preferential loss/gain of fine/coarse material.

DD core sample recoveries are recorded by the drillers at the time of drilling by measuring the

actual distance of the drill run against the actual core recovered. The measurements are checked

by the site geologist. DD core recovery averages 94.2% within the gold estimation domains.

When poor core recoveries are recorded the site geologist and driller endeavour to immediately

rectify any problems to maintain maximum core recoveries. DD core logging to date indicate

~97% recoveries.

RC sample recovery is visually estimated and averages 96.5%. All RC samples logged as wet

were omitted from use in this MRE. Of the RC samples used in these MREs, 94.7% were logged

as dry and 4.9% logged as moist.

Sample grades were plotted against drilling recovery by drilling method and no relationship was


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Criteria JORC Code explanation Commentary

established.

Wet RC samples do show higher grades than dry RC samples. This may be due to wet RC samples

coming from higher grade zones or sampling bias due to the loss of fines in wet samples.

Whatever the cause, this bias was the reason that wet RC samples were omitted from use in this

MRE.

Logging

Whether core and chip samples have been geologically and

geotechnically logged to a level of detail to support

appropriate Mineral Resource estimation, mining studies and

metallurgical studies.

Whether logging is qualitative or quantitative in nature. Core

(or costean, channel, etc) photography.

The total length and percentage of the relevant intersections

logged.

All DD holes have been logged for their entire length below upper open hole drilling (nominally 0-

450 metres below collar). Data is recorded directly into AcQuire database with sufficient detail

that supports Mineral Resource estimations (MRE).

Logging is mostly qualitative but there are estimations of quartz and sulphide content and

quantitative records of geological / structural unit, oxidation state and water table boundaries.

Oriented DD core allows alpha / beta measurements to determine structural element detail (dip

/ dip direction) to supplement routine recording of lithologies / alteration / mineralisation /

structure / oxidation / colour and other features for MRE reporting, geotechnical and

metallurgical studies.

All RC chips were sieved and logged for lithology, colour, oxidation, weathering, vein percentage

and sulphide minerals.

All core is photographed wet and dry before cutting. Sieved RC chips are also photographed.

100% of all relevant (within the gold grade domains) intersections were logged. The logging is of

sufficient quality and detail for resource estimation.

Sub-sampling

techniques and

sample preparation

If core, whether cut or sawn and whether quarter, half or all

core taken.

If non-core, whether riffled, tube sampled, rotary split, etc and

whether sampled wet or dry.

For all sample types, the nature, quality and appropriateness

of the sample preparation technique.

Quality control procedures adopted for all sub-sampling

stages to maximise representivity of samples.

Measures taken to ensure that the sampling is representative

DD core drill samples are sawn in ½ along the length of the core on cut lines marked by geologists’

perpendicular to structure / foliation or to bisect vein mineralisation for representative samples

whilst preserving the orientation line. One half is dispatched to the laboratory for assay and the

other half retained in core trays at MGL’s core storage facility. Intervals required for QAQC

checks are nominated by geologists and the crushed sample being split by the laboratory with

the two replicated samples then assayed.

QA procedures used to maximise the representivity of sub-samples include the use of a riffle

splitter on the RC rig and cutting DD core perpendicular to the regional foliation. QC procedures

to assess the representivity of sub-sampling include field duplicates, pulp duplicates, standards,

and blanks at a frequency of ~5%. In addition approximately 5% of the mineralised samples are


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Criteria JORC Code explanation Commentary

of the in situ material collected, including for instance results

for field duplicate/second-half sampling.

Whether sample sizes are appropriate to the grain size of the

material being sampled.

periodically re-submitted to the primary laboratory and umpire laboratory for re-assay by fire

assay (50g), screen fire assay (200g), BLEG (LeachWELL, 1000g) and photon assay (500g). The

larger re-assay methods provide a check on sub-sampling at the laboratory.

The mass proportion of every 10th sample passing 75um is reported by the laboratory and

monitored to ensure sample preparation quality.

Calculations based on Pitard (1993) show that sub-sample masses are appropriate to gold

particle size and grade, if the size and shape of the gold particles are reduced in the ring mill in a

similar way to the gangue particles.

Quality of assay data

and laboratory tests

The nature, quality and appropriateness of the assaying and

laboratory procedures used and whether the technique is

considered partial or total.

For geophysical tools, spectrometers, handheld XRF

instruments, etc, the parameters used in determining the

analysis including instrument make and model, reading

times, calibrations factors applied and their derivation, etc.

Nature of quality control procedures adopted (e.g. standards,

blanks, duplicates, external laboratory checks) and whether

acceptable levels of accuracy (i.e. lack of bias) and precision

have been established.

FA, BLEG, SFA and PHA are all total gold assays and are appropriate to the RSSZ mineralization.

DD core and RC chip samples for gold assays undergo sample preparation by SGS laboratory

Westport. Sample preparation involves drying and crushing of the entire sample to 2 mm

followed by milling of a 1000g sub-sample to 75um. The sample is then sent to SGS laboratory

Waihi where a 50 g sub-sample is assayed by fire assay with an AAS finish (SGS method FAA505

DDL 0.01ppm Au or FAD505 DDL 1ppm Au & FAD52V DDL 500ppm Au). Other SGS laboratories

at Macraes and Townsville and the ALS laboratory in Townsville, are used from time to time and

follow the same processes. Prior to 2019 the 75um sub-sample was only 200g. For laboratory

QAQC, samples (certified standards, blanks and field replicates) are inserted into each

laboratory batch at a frequency of ~5% respectively. A selection of 5% of retained lab pulps

across a range of grades are sent for re-assay and to an umpire laboratory for cross-lab check

assays.

Portable XRF (pXRF) instrumentation is used onsite (Olympus Innov-X Delta Professional Series

model DPO-4000 equipped with a 4 W 40kV X-Ray tube) primarily to identify arsenical samples

(arsenic correlates well with gold grade in these orogenic deposits). The pXRF analyses a 31-

element suite (Ag, As, Bi, Ca, Cd, Cl, Co, Cr, Cu, Fe, Hg, K, Mn, Mo, Nb, Ni, P, Pb, Rb, S, Sb, Se,

Sn, Sr, Th, Ti, V, W, Y, Zn, Zr) utilising 3 beam Soil mode, each beam set for 30 secs (90 secs total).

pXRF QAQC checks involve regular calibration (every 20 samples) and QAQC analyses of SiO2

blank, NIST standards (NIST 2710a & NIST 2711a), & OREAS standards. pXRF QAQC checks

involve regular calibration (every 20 samples) and QAQC analyses of SiO2 blank, NIST standards

(NIST 2710a & NIST 2711a), & OREAS standards.


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Criteria JORC Code explanation Commentary

No geophysical tools have been used in this MRE.

Verification of

sampling and

assaying

The verification of significant intersections by either

independent or alternative company personnel.

The use of twinned holes.

Documentation of primary data, data entry procedures, data

verification, data storage (physical and electronic)

protocols.

Discuss any adjustment to assay data.

Significant gold assays and pXRF arsenic analyses are checked by alternative senior company

personnel. Original lab assays are initially reported and where replicate assays and other QAQC

work require re-assay or screen fire assays, the larger sample results are adopted. To date results

are accurate and fit well with the mineralisation model.

Twinned data is available where DD core holes have been sited adjacent to previous RC drillholes

and where DD redrills have occurred.

pXRF multi-element analyses are directly downloaded from the pXRF analyser as csv electronic

files. These and laboratory assay csv files are imported into the database, appended and merged

with previous data.

Since October 2022 all logging has been directly entered into the Acquire database using tablets.

All collar surveys, downhole surveys and assay results are provided digitally and directly

imported into the database. On import into the database validation checks are made for: interval

overlaps, gaps, duplicate holes, duplicate samples and out of range values. The AcQuire

database is stored on a cloud server and is regularly backed up, updated and verified by an

independent qualified person.

The only adjustment made to the data on import to the database is to convert below detection

results to negative the detection limit. Samples with multiple Au results are ranked by assay

method (SFA > FA > other) and on export only the highest ranked method is exported. Prior to

import into Minesight software for resource estimation the data is further validated as above plus

checks on the highest and lowest values. Negative below detection results are converted to half

the detection limit on import into Minesight.

Location of data

points

Accuracy and quality of surveys used to locate drill holes

(collar and down-hole surveys), trenches, mine workings and

other locations used in

Mineral Resource estimation. Specification of the grid

All drillhole collar locations are accurate (+/- 50mm) xyz coordinates when captured by an

experienced surveyor using RTK-GPS equipment.

All drill holes reference the NZGD2000 NZTM map projection and collar RLs the NZVD2016 vertical

datum.


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system used.

Quality and adequacy of topographic control.

DD down hole surveys are recorded continuously with a Precision Mining and Drilling “North-

seeking” Gyro downhole survey tool. RC holes are surveyed at 12m intervals using a Reflex multi-

shot camera in a non-magnetic stainless steel rod behind the hammer.

There are very minor historical adits and shafts at RAS. No surveys of these voids exist, although

at least one adit is still accessible. Historical production records total 630.5 tons of ore crushed.

Such small volumes are not material to this MRE.

Topographic control is provided by LiDAR topographic surveys in 2018 and 2021 covering the

entire project area. These are very accurate and suitable for resource estimation.


Data spacing and

distribution

Data spacing for reporting of Exploration Results.

Whether the data spacing and distribution is sufficient to

establish the degree of geological and grade continuity

appropriate for the Mineral Resource and Ore Reserve

estimation procedure(s) and classifications applied.

Whether sample compositing has been applied.

Drill collar locations in steep terrain are dictated to some degree by best access along contour

tracks and gradients that allow safe working access. Drillhole designs take into account this

variation to achieve evenly spaced intercepts at the hangingwall of the mineralisation.

Drillhole intersection spacing on the hangingwall of the mineralisation at RAS is typically 30 m

(EW) by 30 m (NS) but varies from 20 m (EW) by 20 m (NS) in closely spaced areas to 120 m (EW)

by 100 m (NS) in widely spaced (inferred) areas. At SRX and SRE drillhole intersection spacing

varies from 20 m (EW) by 20 m (NS) to 100 m (EW) by 100 m (NS). These spacings are considered

appropriate for determination of geological and grade continuity at the mineral resource

categories reported.

Some of the RC drilling was sampled as 4m composites and if the composite result exceeded a

threshold later re-sampled. There are no composited samples within the gold grade estimation

domains and so no composited samples were used in this MRE.

Sampling and assaying are in one metre intervals or truncated to logged features.

Orientation of

data in relation to

geological

structure

Whether the orientation of sampling achieves unbiased

sampling of possible structures and the extent to which this is

known, considering the deposit type.

If the relationship between the drilling orientation and the

orientation of key mineralised structures is considered to

have introduced a sampling bias, this should be assessed and

Drillholes are oriented to intersect known mineralised features in a nominally perpendicular

orientation as much as is practicable. True widths are estimated perpendicular to mineralisation

boundaries where these limits are known. As the deposits are tabular and lie at low angles, there

is not anticipated to be any introduced bias for resource estimates.


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reported if material.

Sample security

The measures taken to ensure sample security.

Company personnel manage the chain of custody from sampling site to laboratory.

DD drill core samples are transported daily from DD rig by the drilling contractor in numbered

core boxes to the Company secure storage facility for logging and sample preparation. After core

cutting, the core for assay is bagged, securely tied, and weighed before being placed in polyweave

bags which are securely tied. Retained core is stored on racks in secure locked containers. RC

samples are also place in polyweave bags and secured with zip ties.

Polyweave bags with the calico bagged samples for assay are placed in plastic cage pallets,

sealed with a wire-tied cover, photographed, and transported to local freight distributer for

delivery to the laboratory. On arrival at the laboratory photographs taken of the consignment are

checked against despatch condition to ensure no tampering has occurred.

Audits or reviews

The results of any audits or reviews of sampling techniques

and data.

An independent Competent Person (CP) conducted a site audit in January 2021 and December

2022 of all sampling techniques and data management. No major issues were identified, and

recommendations have been followed.

In February 2023 Snowdon Optiro completed a desktop review of the assay methods and QC

sample results and in its report concluded that the sampling and assaying methods are in line

with standard industry procedures and that that the assay data in the supplied database is

suitable to be used as the basis for a Mineral Resource.



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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Section 2: Reporting of Exploration Results

Criteria JORC Code explanation Commentary

Mineral tenement

and land tenure

status

• Type, reference name/number, location and ownership

including agreements or material issues with third parties

such as joint ventures, partnerships, overriding royalties,

native title interests, historical sites, wilderness or national

park and environmental settings.

• The security of the tenure held at the time of reporting along

with any known impediments to obtaining a licence to

operate in the area.

Exploration is being currently conducted within Mineral Exploration Permit (MEP) 60311 (252km²)

registered to Matakanui Gold Ltd (MGL) issued on 13

th

April 2018 for 5 years. In 2023 the term

of this permit was extended for a further 5 years until 12 April 2028.

There are no material issues with third parties.

MGL was granted Minerals Prospecting Permit (MPP) 60882 (40km²) to the north of MEP60311 on

30 Nov 2023 for a term of 2 years.

The tenure of the Permits is secure and there are no known impediments to obtaining a licence

to operate.

As gold is a Crown mineral, a royalty is payable to the Crown as either the higher of an ad

valorem royalty of 2% of the net sales revenue or an accounting profits royalty of 10%.

The Project is subject to a 1.5% Net Smelter Royalty (NSR) on all production from MEP 60311

(and successor permits) payable to an incorporated, private company (Rise and Shine

Holdings Limited) which is owned by the prior shareholders of MGL (NSRW Agreement) before

acquisition of 100% of MGL shares by Santana Minerals Limited.

Access arrangements are in place with landowners that provide for current exploration and

other activities, and any future decision to mine. As such, compensation is payable, including

payments of up to $1.5M on a decision to mine, plus total royalties starting at 1% on the net

value of gold produced, increasing to 1.5% and ultimately 2% dependent on location and total

gold produced over the life of the mine. The royalties are also subject to pre-payment of up to

$3M upon commencement of mining operations.

Exploration done by

other parties

• Acknowledgment and appraisal of exploration by other

parties.

Early exploration in the late 1800’s and early 1900’s included small pits, adits and cross-cuts

and alluvial mining.

Exploration has included soil and rock chip sampling by numerous companies since 1983 with

drilling starting in 1986. Exploration in the 1990’s commenced with a search for Macraes style

gold deposits along the RSSZ. Drilling included 13 RC holes by Homestake NZ Exploration Ltd

in 1986, 20 RC holes by BHP Gold Mines NZ Ltd in 1988 (10 of these holes were in the Bendigo

Reefs area which is not part of the MRE area), 5 RC holes by Macraes Mining Company Ltd in


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1991, 22 shallow (probably blasthole) holes by Aurum Reef Resources (NZ) Ltd in 1996, 30 RC

holes by CanAlaska Ventures Ltd from 2005-2007, 35 RC holes by MGL in 2018 and a further

18 RC holes by MGL in 2019 prior to SML acquiring MGL.

Geology

• Deposit type, geological setting and style of mineralisation.

The RSSZ is a low-angle late-metamorphic shear-zone, presently known to be up to 120m

thick. It is sub-parallel to the metamorphic foliation and dips gently to the north- east. It occurs

within psammitic, pelitic and meta-volcanic schists.

The hangingwall of the RSSZ is truncated by the post metamorphic and post mineralisation

Thomsons Gorge Fault (TGF). The TGF is a regional low-angle fault that separates upper barren

chlorite (TZ3) schist from underlying mineralised biotite (TZ4) schists.

Gold mineralisation occurs in the RSSZ as 4 known deposits with Mineral Resource Estimates

(MRE) – Come-in-Time (CIT), Rise and Shine (RAS), Srex (SRX) and Srex-East (SRE). The gold

and associated pyrite/arsenopyrite mineralisation at all deposits occur as stockworks of

brecciated / laminar quartz veinlets within the highly- sheared and silicified schist. The

stockworks are centred on highly silicified shear zones and breccia (SBX) which control

mineralisation with TGF parallel, moderately east dipping and very steeply east dipping

structures all influencing gold distribution.

The gold mineralisation in the oxide, transition and fresh zones is characterised by coarse free

gold.

Drill hole Information

• A summary of all information material to the understanding

of the exploration results including a tabulation of the

following information for all Material drill holes:

o easting and northing of the drill hole collar

o elevation or RL (Reduced Level – elevation above sea

level in metres) of the drill hole collar

o dip and azimuth of the hole

o down hole length and interception depth

o hole length.

• If the exclusion of this information is justified on the basis

that the information is not Material and this exclusion does

Not applicable as no exploration results are being reported.


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Criteria JORC Code explanation Commentary

not detract from the understanding of the report, the

Competent Person should clearly explain why this is the

case.

Data aggregation

methods

• In reporting Exploration Results, weighting averaging

techniques, maximum and/or minimum grade truncations

(eg cutting of high grades) and cut-off grades are usually

Material and should be stated.

• Where aggregate intercepts incorporate short lengths of high

grade results and longer lengths of low grade results, the

procedure used for such aggregation should be stated and

some typical examples of such aggregations should be

shown in detail.

• The assumptions used for any reporting of metal equivalent

values should be clearly stated.

Not applicable as no exploration results are being reported.


Relationship between

mineralisation widths

and intercept lengths

• These relationships are particularly important in the

reporting of Exploration Results.

• If the geometry of the mineralisation with respect to the drill

hole angle is known, its nature should be reported.

• If it is not known and only the down hole lengths are

reported, there should be a clear statement to this effect (eg

‘down hole length, true width not known’).

Not applicable as no exploration results are being reported.


Diagrams

• Appropriate maps and sections (with scales) and tabulations

of intercepts should be included for any significant discovery

being reported These should include, but not be limited to a

plan view of drill hole collar locations and appropriate

sectional views.

Not applicable as no exploration results are being reported.


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Criteria JORC Code explanation Commentary

Balanced reporting

• Where comprehensive reporting of all Exploration Results is

not practicable, representative reporting of both low and high

grades and/or widths should be practiced to avoid

misleading reporting of Exploration Results.

Not applicable as no exploration results are being reported.


Other substantive

exploration data

• Other exploration data, if meaningful and material, should be

reported including (but not limited to): geological

observations; geophysical survey results; geochemical

survey results; bulk samples – size and method of treatment;

metallurgical test results; bulk density, groundwater,

geotechnical and rock characteristics; potential deleterious

or contaminating substances.

Not applicable as no exploration results are being reported.


Further work

• The nature and scale of planned further work (eg tests for

lateral extensions or depth extensions or large-scale step-

out drilling).

• Diagrams clearly highlighting the areas of possible

extensions, including the main geological interpretations and

future drilling areas, provided this information is not

commercially sensitive.

DD infill drilling of existing inferred resources is continues along with minor programmes

designed to resolve local geological interpretation uncertainties.

A review of field mapping, soil sampling and geophysical surveys is in progress to determine

new targets for drilling in the project area.

Concurrent to the planned drilling outlined above, additional metallurgical test work,

environmental, geotechnical and hydrological investigations are on-going to support the

studies into a gold mining and processing operation.


Section 3 Estimation and Reporting of Mineral Resources

(Criteria listed in section 1, and where relevant in section 2, also apply to this section.)

Criteria JORC Code explanation Commentary

Database integrity

• Measures taken to ensure that data has not been

corrupted by, for example, transcription or keying

errors, between its initial collection and its use for

Mineral Resource estimation purposes.

Collar location surveys, downhole surveys and assay data are imported into the database from

digital files provided by external providers. Geological logging, sample information and QAQC

sample insertion data are entered directly using picklists into spreadsheets on mobile devices

in the field. All source data is archived for later audits.


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Criteria JORC Code explanation Commentary

• Data validation procedures used.

All data is validated on import into the database with checks made for interval overlaps, gaps,

duplicate holes, duplicate samples and out of range values. The database structure uses key

fields to ensure there are no duplicate drillholes or samples.

Site visits

• Comment on any site visits undertaken by the

Competent Person and the outcome of those visits.

• If no site visits have been undertaken indicate why

this is the case.

Mr Allwood has visited the site on 7 occasions between January 2021 and May 2024, inspecting

RC and DD drilling, logging, sampling, QC insertion practices and site geology. No major issues

were identified. Some minor recommendations were made and these have since been

implemented.

Geological

interpretation

• Confidence in (or conversely, the uncertainty of ) the

geological interpretation of the mineral deposit.

• Nature of the data used and of any assumptions

made.

• The effect, if any, of alternative interpretations on

Mineral Resource estimation.

• The use of geology in guiding and controlling Mineral

Resource estimation.

• The factors affecting continuity both of grade and

geology.

There is good confidence in the large scale interpretation of the geology. The TGF is easily

recognized in core and has a simple tabular geometry. Structural measurements of vein and

fault orientations from oriented core allow good confidence in the geometry of mineralisation

controlling faults. The drill spacing makes recognizing small scale (<10 m) variations in

geometry, especially the internal grade geometries within the estimation domains difficult.

The RAS gold grade domains were created using Leapfrog software (v 2023.1.0) which created

a 50% probability iso-surface wireframe using a radial basis function (rbf) interpolation of an

0.2 g/t Au indicator of 2 m composites. The rbf used a ‘structural trend’ comprising an an-

isotropy of 3:3:1 oriented parallel to the manually interpreted TGF and parallel to a manually

interpreted very steeply east dipping, north striking zone identified in the west of the deposit.

The TGF footwall and steep zone were manually interpreted from logged lithology and oriented

structural data (specifically quartz veins). The gold domains were also restricted to below the

footwall of the TGF. Some below indicator grade samples are included within the gold grade

domains and some above indicator grade samples are excluded from the gold grade domains

because the rbf estimates the probability of points in space being above or below the indicator

grade.

Manual grade orientation domains were used to split the RAS Leapfrog gold grade wireframe

into an east dipping (roughly parallel to the TGF) domain and a steeply dipping domain. 94.5%

of the samples are within the east dipping domain.

The Srex (SRX) and Srex East (SRE) gold grade domains were interpreted on east-west sections

at a nominal grade threshold of 0.25 g/t Au. The TGF and quartz vein orientations were used to

guide the domain interpretations. A nominal interpretation grade was used because histograms


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Criteria JORC Code explanation Commentary

and cumulative probability plots of the un-domained SRX data showed no natural lower cutoff

that could be used to define mineralization. The Au domain grade nominal criteria (0.2 g/t Au)

was selected because it is sufficiently below the likely resource reporting cut-off grade

(previously 0.25 g/t) that the resource would largely be constrained by block grade estimation

rather than interpretations based on sample support. Most of the contained metal (67%) at SRX

and SRE occurs in the SRX main domain which is parallel to, and immediately below the TGF. The

SRX and SRE gold domains had a minimum width of 2 m downhole and in places included

material not meeting the domain criteria to ensure geological and geometric continuity.

While individual high grade samples occur throughout the deposit, the best gold grades

generally occur immediately below the TGF in the east dipping domain. Further below the TGF

gold grades are generally best in the core of the domains and weaken towards the margins.

The geometry of the main zone immediately below the TGF is well defined, alternative

interpretations of the gold mineralization geometry deeper (more than about 40 m) below the

TGF and in the RAS steep domain are possible. The resource categorization reflects this with

areas where alternative interpretations are likely classified as inferred, regardless of grade

estimation quality measures.

Oxidation domains were interpreted from logged oxidation.

Dimensions

• The extent and variability of the Mineral Resource

expressed as length (along strike or otherwise), plan

width, and depth below surface to the upper and

lower limits of the Mineral Resource.

At RAS the east dipping domain has been defined by drilling 1,850m down plunge (-25° towards

025°) and is 300 m to 380 m wide. In plan, this equates to approximately 1,750 m NNE and 300

m to 380 m ESE. Mineralisation extends vertically in multiple zones over about 180 m. The

thickest part of the east dipping domain is continuously mineralized over 50 m vertically below

the TGF. Other zones range in thickness from 20 m to 2 m. The deepest part of the east dipping

domain is at 180 RL or about 650 m below surface. The core of the east dipping domain is very

continuous

At SRX the main gold domain extends approximately 700 m along strike (NW), 150 m to 450 m

down dip and is typically 4 m to 12 m thick. The other SRX domains are less extensive, having

strike lengths of 100 m to 250 m, extending 50 m to 100 m down dip and being typically 2 m to 6

m thick. The mineralization at SRX is quite continuous, but there are rare un-mineralised holes

within the domains.


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Criteria JORC Code explanation Commentary

Similarly, at SRE the gold domain extends approximately 100 m along strike (NW), 400 m down

dip and is typically 2 m to 14 m thick. The mineralization at SRE is quite continuous, but there

are rare un-mineralised holes within the domains.

Estimation and

modelling

techniques

• The nature and appropriateness of the estimation

technique(s) applied and key assumptions, including

treatment of extreme grade values, domaining,

interpolation parameters and maximum distance of

extrapolation from data points. If a computer

assisted estimation method was chosen include a

description of computer software and parameters

used.

• The availability of check estimates, previous

estimates and/or mine production records and

whether the Mineral Resource estimate takes

appropriate account of such data.

• The assumptions made regarding recovery of by-

products.

• Estimation of deleterious elements or other non-

grade variables of economic significance (eg sulphur

for acid mine drainage characterisation).

• In the case of block model interpolation, the block

size in relation to the average sample spacing and

the search employed.

• Any assumptions behind modelling of selective

mining units.

This MRE was made by interpolating gold assays composited to 2.0m by ordinary kriging into a

sub-blocked model using Minesight v 16.1.0 software. Geostatistical analysis was carried out

using Leapfrog Edge v 2023.1.0 software.

Outlier grade limits were determined from log histograms and cumulative probability plots were

used to restrict the spatial influence of extremely high grades by domain. At RAS the outlier

grades were 40 g/t Au in the east dipping domain and 20 g/t Au in the steep domain. In the SRX

main domain the CV was reduced to 1.3 after the application of the top cut (10 g/t Au).

The same variogram model was used in all RAS domains. The variogram model was determined

from experimental variograms of composites below the outlier limit grade (40 g/t Au) in the east

dipping domain. There are insufficient data in the steep domain to create robust experimental

variograms, therefore the east dipping domain variogram model was appropriately rotated to

reflect the geometry of the steep domain. The variogram model had a relative nugget effect of

52% and two sills. The major axis was parallel to the intersection of the steep zone and the east

dipping zone (19/357), the semi-major axis 16/093 and the minor axis 65/220. The total ranges

were 125 m for the major axis, 55 m for the semi-major axis and 35 m in the minor axis direction.

At RAS blocks were interpolated by ordinary kriging of the top cut composites using a minimum

of 4 and a maximum of 15 composites from within a 150m by 150m by 50m ellipsoid oriented

parallel to the variogram model. A maximum of 7 composites were used per quadrant from a

minimum of two quadrants. Gold domain boundaries were treated as hard boundaries. Parent

blocks were 12.5 m (E) by 12.5 m (N) by 5m (vertical), sub-blocked to 2.5 m by 2.5 m by 0. 5m.

The block model parent blocks are approximately 25% of the typical drill spacing. The parent

block size was selected as a compromise between honouring the domain geometry / volume and

minimizing block grade estimation error.

At SRX and SRE the variogram model was determined from experimental variograms of normal

score transformed composites from the SRX main domain. The variogram model was back-

transformed prior to use. The back-transformed variogram model had a relative nugget effect of

68% with one sill. The major axis (00/130) and the semi-major axis (25/040) have similar ranges

and together define a plane parallel to the TGF. The minor axis was 65/220. The total ranges were


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Criteria JORC Code explanation Commentary

• Any assumptions about correlation between

variables.

• Description of how the geological interpretation was

used to control the resource estimates.

• Discussion of basis for using or not using grade

cutting or capping.

• The process of validation, the checking process

used, the comparison of model data to drill hole

data, and use of reconciliation data if available.

30 m for the major axis, 25 m for the semi-major axis and 4 m in the minor axis direction. The

orientation of the variogram model and search ellipsoid was varied to be parallel to other

domains as appropriate. At SRX and SRE blocks were interpolated by ordinary kriging of the top

cut composites in two passes. The first pass used a minimum of 10 and a maximum of 20

composites from within a 40 m by 40 m by 6 m ellipsoid oriented parallel to the variogram model.

A maximum of 7 composites were used per quadrant from a minimum of two quadrants with a

maximum of 4 composites from each drillhole. The second pass was the same as the first pass

except that it used a minimum of 4 and a maximum of 15 composites, no quadrant restriction

and a 150 m by 120 m by 20 m ellipsoid. Gold domain boundaries were treated as hard

boundaries. Parent blocks were 12.5 m (E) by 12.5 m (N) by 4 m (vertical), sub-blocked to 2.5 m

by 2.5 m by 0.5 m. The block model parent blocks are approximately 25% of the typical drill

spacing. The parent block size was selected as a compromise between honouring the domain

geometry / volume and minimizing block grade estimation error.

Check estimates were completed on the RAS MRE as follows: using top cuts at the outlier grade

limits; outlier restriction at 12.5 m instead of 25 m; and no top cut.

In addition, volume – variance analysis using an affine correction was completed to assess

which variants best represented the theoretical grade – tonnage curve.

Previous estimates of the gold MRE at RAS have been made in 2019, 2021, July 2022 and

February 2023 and February 2024. At SRX and SRE previous estimates of the gold MRE were

made in November 2021.

There has been no production from the BOGP to allow reconciliation of the model.

No by-products are assumed.

pXRF Arsenic grades have been estimated in the block models for use in characterizing waste.

The block model parent blocks are approximately 25% of the typical drill spacing. The parent

block size was selected as a compromise between honouring the domain geometry / volume

and minimizing block grade estimation error.

Open pit mining is assumed with a likely smallest mining unit (SMU) of about 5m by 5m by 5m.

Underground mining is also possible, albeit at a higher cut-off grade (around 1.5 g/t Au).

No assumption is made of correlation between variables.


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Criteria JORC Code explanation Commentary

The MRE is geologically controlled by the use of domains interpreted with reference to the

geological model.

At RAS the influence of outlier grade composites was restricted to 25 m. At SRX and SRE top

cuts were applied to the composites prior to grade interpolation as described above.

The block model was validated against drilling grades visually in section and in plan, by the use

of swath plots, and by comparison of the block model volumes to domain wireframe volumes.

No reconciliation data is available as mining has not commenced.

Moisture

• Whether the tonnages are estimated on a dry basis

or with natural moisture, and the method of

determination of the moisture content.

Tonnages are estimated on a dry basis. Assays are reported as weight proportion of oven

(110°C) dried samples. Bulk densities were determined from air dried core by immersion.

Cut-off

parameters

• The basis of the adopted cut-off grade(s) or quality

parameters applied.

The reporting cut-offs (0.25 g/t) for ‘open pittable’ resources and 1.5 g/t for underground

resources are based on metallurgical recovery indicated by gravity / CIL test work, processing,

mining and G & A costs from comparable projects and revenue from a gold price of

USD$1,830/oz escalated by 30% to allow for the reasonable prospects test. Reporting using

the lower 0.25g/t cut-off grade than the 0.5g/t used in the RAS July 2024 MRE is due to the

robust economics reported in this PFS, additional metallurgical testing and increase gold price.

Other than reporting at a lower cut-off grade there are no other changes from the RAS July 2024

MRE.

Mining factors or

assumptions

• Assumptions made regarding possible mining

methods, minimum mining dimensions and internal

(or, if applicable, external) mining dilution. It is

always necessary as part of the process of

determining reasonable prospects for eventual

economic extraction to consider potential mining

methods, but the assumptions made regarding

mining methods and parameters when estimating

Mineral Resources may not always be rigorous.

No allowance has been made for mining dilution or mining recovery except that domains were

interpreted with a minimum width of 2 m.


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Where this is the case, this should be reported with

an explanation of the basis of the mining

assumptions made.

Metallurgical

factors or

assumptions

• The basis for assumptions or predictions regarding

metallurgical amenability. It is always necessary as

part of the process of determining reasonable

prospects for eventual economic extraction to

consider potential metallurgical methods, but the

assumptions regarding metallurgical treatment

processes and parameters made when reporting

Mineral Resources may not always be rigorous.

Where this is the case, this should be reported with

an explanation of the basis of the metallurgical

assumptions made.

Metallurgical test work investigating a gravity – CIL process has resulted in combined

recoveries ranging from 86.0% to 97.8% and averaging over 90%. Further work is underway to

determine full processing parameters and economics.

Environmental

factors or

assumptions

• Assumptions made regarding possible waste and

process residue disposal options. It is always

necessary as part of the process of determining

reasonable prospects for eventual economic

extraction to consider the potential environmental

impacts of the mining and processing operation.

While at this stage the determination of potential

environmental impacts, particularly for a greenfields

project, may not always be well advanced, the status

of early consideration of these potential

environmental impacts should be reported. Where

these aspects have not been considered this should

It is assumed that all permits necessary for commercial gold production will be obtained.

Baseline studies are well advanced including:

• surface water flow and quality

• aquatic ecology

• ecology including geckos, skinks, bats, birds, pests and flora

• geochemistry

• hydrology

• socio-economic

Other studies have commenced as mine studies advance including noise, traffic, lighting and

visual.


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be reported with an explanation of the environmental

assumptions made.

Bulk density

• Whether assumed or determined. If assumed, the

basis for the assumptions. If determined, the

method used, whether wet or dry, the frequency of

the measurements, the nature, size and

representativeness of the samples.

• The bulk density for bulk material must have been

measured by methods that adequately account for

void spaces (vugs, porosity, etc), moisture and

differences between rock and alteration zones within

the deposit.

• Discuss assumptions for bulk density estimates

used in the evaluation process of the different

materials.

Bulk density was interpolated by inverse distance squared weighting into the fresh and partial

oxidation domains from 2,202 bulk density measurements. There was insufficient data in the

oxide domain to allow interpolation.

Bulk density was assigned to un-interpolated blocks by oxidation domain based on the median

values of the bulk density samples in each oxidation domain.

No difference was found in the median value of bulk density data between mineralised and un-

mineralised samples.

Bulk density was measured by core immersion. The core was not routinely coated, allowing

water to penetrate voids, however the rocks have very low porosity due to metamorphism. 100

samples of fresh (unweathered) core were tested by the routine method and by wax coating to

check for the effect of the water ingress on the bulk density measurements. There was no

difference in the average value or the CV of the two methods. Therefore, MGL continues to use

un-coated core for density determinations.

Classification

• The basis for the classification of the Mineral

Resources into varying confidence categories.

• Whether appropriate account has been taken of all

relevant factors (ie relative confidence in

tonnage/grade estimations, reliability of input data,

confidence in continuity of geology and metal

values, quality, quantity and distribution of the data).

• Whether the result appropriately reflects the

Competent Person’s view of the deposit.

Input data quality, confidence in the geological interpretations, average distance to composites

used, distance to the nearest composite used and the kriging slope of regression (a function of

grade continuity and data (drilling) configuration), and for SRX and SRE, interpolation pass

number were all considered when classifying the model. In general, indicated resources are

reported from continuous zones of un-ambiguous geological interpretation and in block grades

where the nearest composite was less than 25 m away, the average composite distance was

less than 40 m, kriging slope of regression was greater than 0.6 and at SRX and SRE

interpolated in pass 1.

Resource categorization is based on confidence in the estimation of gold grades only.

The resource classification appropriately reflects the Competent Person’s view of the deposit.


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Audits or reviews

• The results of any audits or reviews of Mineral

Resource estimates

An earlier iteration of the RAS MRE was reviewed by AMC Consultants who concluded that the

MRE is an adequate representation of average grade and grade trends but with a degree of local

variability not able to be accurately represented in the model.

Discussion of

relative accuracy/

confidence

• Where appropriate a statement of the relative

accuracy and confidence level in the Mineral

Resource estimate using an approach or procedure

deemed appropriate by the Competent Person. For

example, the application of statistical or

geostatistical procedures to quantify the relative

accuracy of the resource within stated confidence

limits, or, if such an approach is not deemed

appropriate, a qualitative discussion of the factors

that could affect the relative accuracy and

confidence of the estimate.

• The statement should specify whether it relates to

global or local estimates, and, if local, state the

relevant tonnages, which should be relevant to

technical and economic evaluation. Documentation

should include assumptions made and the

procedures used.

• These statements of relative accuracy and

confidence of the estimate should be compared with

production data, where available.

The relative accuracy and confidence in the MRE is reflected in the resource classification. No

quantitative assessment of errors has been made.

The RAS MRE is a global estimate intended to give the best global grade – tonnage relationship,

suitable for use in long term planning but not for local (block scale) estimates.

No production data are available for reconciliation as mining has not commenced.



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Section Four: Estimation and Reporting of Ore Reserves

(Criteria listed in section 1, and where relevant in section 2, also apply to this section.)

Criteria JORC Code explanation Commentary

Mineral Resource

estimate for

conversion to Ore

Reserves

• Description of the Mineral Resource estimate used as a

basis for the conversion to an Ore Reserve.

• Clear statement as to whether the Mineral Resources are

reported additional to, or inclusive of, the Ore Reserves.

• The Ore Reserve estimate is prepared from the following Mineral Resources reported by

Santana Minerals:

Deposit Mining method Category

Cutoff

(Au g/t)

tonnes

(Mt)

Au

(g/t)

koz

RAS

open pit

Indicated

0.25

19.6 2.3 1,452

Inferred 9.9 2.0 634

Total 29.5 2.2 2,086

underground

Indicated

1.5

0 1.9 0

Inferred 2.1 2.2 145

Total 2.1 2.2 145

RAS Total

Indicated


19.6 2.3 1,452

Inferred 12 2.0 779

Total 31.6 2.2 2,231

SRX open pit

Indicated

0.25

2.6 0.7 59

Inferred 2.4 0.9 73

Total 5.0 0.8 132

SRE open pit

Indicated

0.25

0.4 0.7 10

Inferred 0.1 0.9 3

Total 0.5 0.8 13

CIT open pit Inferred 0.25 3.2 0.8 80

Total combined

Indicated


22.6 2.1 1,521

Inferred 17.7 1.6 935

Total 40.3 1.9 2,456

• The Mineral Resources are reported inclusive of Ore Reserves

• The block models used were

o 20240625 RAS PFS Model ext.bmf (Extended model bmf file to cover enlarged model


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Criteria JORC Code explanation Commentary

extents.)

o 20240830 SHRE model.bmf (SRX Block model)

Site visits

• Comment on any site visits undertaken by the Competent

Person and the outcome of those visits.

• If no site visits have been undertaken indicate why this is

the case.

• The Ore Reserve estimate was completed by Rodney Redden who is the project study

manager and has been to site multiple times since February 2024

Study status

• The type and level of study undertaken to enable Mineral

Resources to be converted to Ore Reserves.

• The Code requires that a study to at least Pre-Feasibility

Study level has been undertaken to convert Mineral

Resources to Ore Reserves. Such studies will have been

carried out and will have determined a mine plan that is

technically achievable and economically viable, and that

material Modifying Factors have been considered.

• The Reserves are supported by the completion of a pre-feasibility study undertaken by

Santana Minerals – PFS (this study).

Cut-off

parameters

• The basis of the cut-off grade(s) or quality parameters

applied.

• Estimated site operating costs, royalty payments, processing recoveries and an underlying

gold price assumption were used to calculate the cut-off grades

• For the underground estimate a dilution % was also factored.

• Cut-off grades applied to select material for inclusion in the ore reserves were:

o RAS Open pit: 0.3 g/t

o SRX Open pit: 0.35 g/t

o RAS Underground 1.70 g/t

Mining factors or

assumptions

• The method and assumptions used as reported in the Pre-

Feasibility or Feasibility Study to convert the Mineral

Resource to an Ore Reserve (i.e. either by application of

appropriate factors by optimisation or by preliminary or

detailed design).

• The resource block models as received were re-blocked for open pit mining assessment to

simulate the assessed minimum mining unit (12.5m x 12.5m x 2.5m). Which only required the

existing block size to be increased in the z direction from 2m to 2.5m.

• The Lerch Grossman algorithm (LG) was used to create sets of possible open pit mining shells

for both RAS and SRX. This process was performed on all Indicated resources as well as a high

grade – high confidence core wireframe at RAS. The high confidence core scenarios were

particularly used for guiding the initial mining stages (stages 1 and 2)


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Criteria JORC Code explanation Commentary

• The choice, nature and appropriateness of the selected

mining method(s) and other mining parameters including

associated design issues such as pre-strip, access, etc.

• The assumptions made regarding geotechnical

parameters (eg pit slopes, stope sizes, etc), grade control

and pre-production drilling.

• The major assumptions made and Mineral Resource model

used for pit and stope optimisation (if appropriate).

• The mining dilution factors used.

• The mining recovery factors used.

• Any minimum mining widths used.

• The manner in which Inferred Mineral Resources are

utilised in mining studies and the sensitivity of the outcome

to their inclusion.

• The infrastructure requirements of the selected mining

methods.

• For underground analysis, an insitu cut-off grade was used to target mineralization for mining.

Both an automated (MSO) process followed by a more thorough manual targeting process

were utilised.

• The open pit mining base assumption is that all material will be dug off in 2.5m high flitches

(this is in line with optimized practices at the nearby Macraes mine which has a very similar

ore geometry). The pre-strip at RAS is significant as it outcrops under the RAS ridge. The

selected fleet sizing is based on 150 tonne haul trucks loaded by 300 tonne excavators.

• The Underground method selected is longitudinal open stoping with paste backfill. The

scoping study examined a number of different mining methods with open stoping with paste

backfill an obvious preferred option.

• The grade of the underground mineralization supports the increased costs of backfilling

compared with the resource loss without using backfill

• Paste backfilling has significant benefits over other filling methods due to

o Quick filling time; and

o Ability to tight fill to support the stope backs

• The geotechnical parameters recommended and applied for RAS open pit are:

Wall

Aspect

(1)

(°)

Unit

IRA

(2)

(°)

BFA

(3)

(°)

Berm

Width (m)

Bench

Height (m)

Controlled By

Southwest

350 to

065

All 30 50 9 15

Foliation/foliation shears

dipping towards northeast

West

065 to

160

TZ3 35 50 11 15

Planar sliding along the

obliquely dipping TGF

(4)

TZ4 45 60 6.5 15

Planar failure along faults

and shears identified

behind the pit wall

Northeast

160 to

235

All 45 60 6.5 15

East

235 to

350

TZ3 40 60 9 15

Planar sliding along the

obliquely dipping TGF

(4)

TZ4 47 70 7.5 15

Planar failure along faults

and shears identified

behind the pit wall

(1) Slope aspect measured as the direction the wall dips towards.


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Criteria JORC Code explanation Commentary

(2) Inter-ramp angle.

(3) Batter face angle.

(4) Opportunity to steepen IRA based on future 3D stability analyses and/or mapping data of the TGF.

• The geotechnical parameters recommended and applied for SRX open pit are:

Wall Aspect (°) IRA (°) BFA (°)

Berm Width

(m)

Bench Height

(m)

Controlled by

Southwest 350 to 065 30 50 9 15

Foliation/foliation

shears dipping

towards northeast

West,

Northeast,

and East

065 to 350 45 60 6.5 15

Probable Planar

failure along faults

and shears identified

behind the pit wall


• The geotechnical parameters recommended and applied for RAS underground are:

Depth

(mbgl)

Stope Height

(1)

(m)

Maximum Stope

Length

(2)

(m)

Maximum Stope

Width

(3)

(m)

Notes and Limiting Wall

Mechanism

250

20 25

15

(4)

Assumes heavy support of

the backs is practical

and economic

Potential for footwall planar

slide

25 20

400

20 20

25 15

(1) Vertical height.

(2) Along strike.

(3) Across Strike

(4) Stope width is expected to be controlled by the ability to support the backs.

• Grade control drilling in the open pits will be done in conjunction with the blastholes. No

separate grade control drilling program is planned. Ore-zone drilling will be based on 7.5m

high packages and drilling is on a 4.0m x 4.7m pattern

• Underground grade control will be performed by a diamond drill from the lower ore-drives

once they are in place to define the orebody hangingwall


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• The re-blocked open pit model is a recoverable model with dilution and ore-loss accounted

for in this process. No further dilution or ore-loss is then factored

• For Underground, the applied dilution and recoveries are:

o Development dilution was calculated at 18%;

o Primary stope dilution of 8% and secondary stope dilution of 12% was used;

o Recovery of blasted material calculated at 95%; and

o Recovery of the final pillars was factored 60%.

• The minimum cut-back applied to the open pits is 40m

• The minimum stoping height assumed is the ore development drive height of 4.5m, which is

not required

• Inferred mineralization was not targeted for pit optimisations or designs, nor was it used as a

guide for underground stoping designs.

• Inferred that is mined in the schedule is only as a consequence of falling inside the pit design,

stopes or development.

o RAS Open pit scheduled material is 94.4% Indicated

o SRX open pit scheduled material is 99.0% Indicated

o RAS UG scheduled is 96.2% Indicated

• No Inferred resources are included in the ore reserves and their exclusion from the overall

scheduled mill feed has a negligible effect.

• The total site infrastructure requirements are discussed in “infrastructure” below.

• The open pit mining specifically will require an explosive emulsion plant and magazines, fleet

workshop, refuelling facility, mobile fleet workshop and washdown facilities, supported by

mining offices and a crib-room/pre-start area.

• The Underground requires a paste backfill plant installed on surface. A dedicated portal area

is established for twin decline ramps that provide the primary ventilation circuit, secondary

egress, main haulageway and for paste/services. The 11kv site system is extended to the


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Criteria JORC Code explanation Commentary

portal and then underground, eventually reduced to 11kv. The primary fan is on surface at the

portal exhaust.

Metallurgical

factors or

assumptions

• The metallurgical process proposed and the

appropriateness of that process to the style of

mineralisation.

• Whether the metallurgical process is well-tested

technology or novel in nature.

• The nature, amount and representativeness of

metallurgical test work undertaken, the nature of the

metallurgical domaining applied and the corresponding

metallurgical recovery factors applied.

• Any assumptions or allowances made for deleterious

elements.

• The existence of any bulk sample or pilot scale test work

and the degree to which such samples are considered

representative of the orebody as a whole.

• For minerals that are defined by a specification, has the ore

reserve estimation been based on the appropriate

mineralogy to meet the specifications?

• The final selected flowsheet is appropriate to the style on mineralization and involves:

o a single stage crush (121mm);

o single stage SAG mill (p80 106 micron), with the addition of a ball mill when the

throughput rate is to be expanded;

o Cyclone classification;

o Gravity gold concentration;

o CIL leach and adsorption gold extraction of the gravity tails;

o Elution;

o Cyanide destruction;

o Arsenic removal;

o Tails thickening and tails pumping to a wet TSF facility

• The technology is well tested. There is no novel technology involved.

• The process flowsheet is supported by multiple rounds of metallurgical testwork.

o Stages 1-4 of testwork was completed from 2018-2022

o The most recent (stage 5 testwork) of which undertaken in 2024 has used a master

composite for both RAS and SRX of 100kg each plus variability samples (10) for RAS and 8

for (SRX)

The stage 5 (PFS) testwork programme had the following objectives:

• Composite master sample selection to represent the expected Life of Mine (LOM) ore blend

for the RAS deposit.

• Variability sample selection for RAS to provide spatial variability data

• Determination of comminution characteristics for the master composite and variability

samples.

• Gravity recovery and intensive leaching of gravity concentrate on all samples.

• Flotation sighter testing on master composite.

• Cyanide leach grind optimisation, reagent optimisation and CIL testing on master composite.


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• Cyanidation response based on optimised flowsheet for the variability samples.

As the testwork program proceeded the following steps were included:

• Cyanide destruction testwork on master composite.

• Arsenic removal on master composite.

• Diagnostic leaching of optimised CIL of master composite.

• Thickening testwork.

The SRX deposit was subsequently added to the testwork program, with initial testwork based on

the RAS optimised program.

• The RAS master and variability testwork is complete. The variability samples supported the

aster composite recoveries at 106 micron grind of 65.2% gravity and a 93.9% overall recovery.

• The SRX master composite work is also complete and through the process route optimized for

RAS it returned 22.9% gravity and a 68.3% overall recovery

• No allowances have been made for deleterious elements

• No bulk sample has been taken

Environmental

• The status of studies of potential environmental impacts of

the mining and processing operation. Details of waste rock

characterisation and the consideration of potential sites,

status of design options considered and, where applicable,

the status of approvals for process residue storage and

waste dumps should be reported.

• A comprehensive set of baseline studies have been commissioned to understand the existing

environment across the project area and surrounding landscape. As the project description

has developed the assessment of effects on the environment has also progressed along with

associated considerations of opportunities to address potential negative effects as far as

practical.

• Environment related studies include ecology, waterways and wetlands, ground and surface

water, geochemistry, noise, air quality, heritage, closure, visual effects, recreation and traffic.


• Project waste rock characterization is well advanced. Studies indicate that the rocks

associated with the project (TZ3, TZ4, and RSSZ) will not generate acid rock drainage

with >350 samples tested by industry accepted acid base accounting (ABA) techniques (e.g.,

AMIRA, 2002). This is a function of the high acid neutralisation capacity (ANC) of the rocks

associated with carbonate minerals (e.g., dolomite) and a low sulfide mineral content (e.g.,

arsenopyrite, pyrite) that can generate lesser acidity. The overall ABA assessment indicates

that the rocks are classified as non-acid forming (NAF). Data for waste rock indicates that the

TZ4 and RSSZ lithologies contain ~97.7% of arsenic and 37.2% of sulfur yet represent only


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18% of the waste rock that will be disturbed. Hence, appropriate management of waste rock

to reduce sulfide mineral oxidation and the release of arsenic is a critical step to minimise any

potential deleterious effects of mining, i.e., manage 18% of the waste rock well to mitigate

97.7% of the arsenic risk in the Engineered Landform ELF) that will contain the waste rock.

Nitrogenous compounds such as nitrate are also expected to be elevated in seepage from

blasted rock due to the use of ANFO, an ammonium-nitrate fuel oil explosive. This is not an

uncommon problem in the mining industry.

• The management of MIW will involve several engineering controls to minimise the effects on

the downstream environment. These engineering controls have been accounted for in the

mine plan, including:

o Materials management and the construction of an Engineered Landform (ELF) to

minimise contaminant loads from the waste rock; and

o Water management and treatment as necessary.

• The main waste rock stack (Shepherds ELF) has been designed to enclose TZ4 and RSSZ

materials in its core away from water and air ingress

• The ELF will require a building consent from the local council. This would be subsequent to

the FAB major consent decision

• The TSF will require both a resource consent and building consent.

• Waste rock stack approval. This would be subsequent to the FAB major consent decision

Infrastructure

• The existence of appropriate infrastructure: availability of

land for plant development, power, water, transportation

(particularly for bulk commodities), labour,

accommodation; or the ease with which the infrastructure

can be provided, or accessed.

• Planned infrastructure includes:

o An initial 1.5Mtpa processing facility expanding to 2.1Mtpa eventually

o A Tailings Storage Facility (TSF)

o A ROM pad

o An Engineered Landform (ELF) to take the non processed materials

o A 24MVa 66kv high voltage transformer and power supply from the local power grid

o An all weather two lane road from the nearby state highway connection

o A 100l/sec borefield and pipeline to site

o Administration, mining and processing offices

o A warehouse


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Criteria JORC Code explanation Commentary

o Mobile fleet workshops for Open pit and Underground

o Refuelling and plant washdown facilities

o Metallurgical laboratory

o An 80-person construction workforce camp

• The company has agreements in place with the two main landowners that the project

straddles to purchase or lease the required land for the project and all infrastructure.

Costs

• The derivation of, or assumptions made, regarding

projected capital costs in the study.

• The methodology used to estimate operating costs.

• Allowances made for the content of deleterious elements.

• The source of exchange rates used in the study.

• Derivation of transportation charges.

• The basis for forecasting or source of treatment and

refining charges, penalties for failure to meet specification,

etc.

• The allowances made for royalties payable, both

Government and private.

• Operating costs have been estimated by:

Applying productivity, availability and utilisation to the mining and processing

physicals (including derived activities) to calculate required quantities for

equipment, personnel, consumables and power.

• Input costs for equipment, personnel, consumables and power have been sourced from

current administration costs, nearby operating sites, rates submitted by contractors and

suppliers, updated budget pricing for consumables and advice from consultants.

• Capital costs have been estimated by:

o Engineering cost estimate by MACA Interquip Mintrex for processing plant and tailings

pipeline, completed in October 2024.

o TSF estimate by Engineering Geology Limited, October 2024

o Power costs estimate by ERGO consulting, October 2024

o Water servicing to site by Pattle Delamore Partners, October 2024

o Road upgrades by Stantec NZ Ltd, October 2024

o Other infrastructure by Performance Ltd

o Mobile fleet purchase cost estimates from TerraCAT, Cable-price, Sandvik, Normet and

Volvo

• Capitalised operating costs for pre-production operations include:

o Open pit mining costs

o Site G&A costs

• After Commercial Production, capital costs include:


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Criteria JORC Code explanation Commentary

o Sustaining capital projects

o TSF raises

o Underground mine development – capital development only

o Ecological offsets and water treatment facilities

o Closure

• No allowance has been made for deleterious elements.

• Exchange rates are derived from current exchange rates.

• The NZ government royalty rate is 2% Ad Valorem or 10% of Net Accounting profits (whichever

is the higher)

• Other Royalties are vendor and landowner. These vary from a minimum of 1.5% to a maximum

of 3.5% Ad Valorem with the actual amount depending on:

o Location of extraction;

o Total ounces extracted from various locations; and

• Land ownership arrangements

Revenue factors

• The derivation of, or assumptions made regarding revenue

factors including head grade, metal or commodity price(s)

exchange rates, transportation and treatment charges,

penalties, net smelter returns, etc.

• The derivation of assumptions made of metal or

commodity price(s), for the principal metals, minerals and

co-products.

Metal prices assumed for economic test of the Ore Reserve estimate are:

• RAS (Open pit and Underground)

o Au Price: US$1,650/oz

o NZ$:US$ exchange: 0.64

• SRX

o Au Price: US$2,100/oz

o NZ$:US$ exchange: 0.64


Metal prices assumed for Base Case of the Pre-feasibility are:

• Au Price: US$1,900/oz

• NZ$:US$ exchange: 0.596 and A$:US$ exchange: 0.66

• Metal Price and exchange rate assumptions have been benchmarked against industry

peers (for Au)


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Criteria JORC Code explanation Commentary

Market

assessment

• The demand, supply and stock situation for the particular

commodity, consumption trends and factors likely to

affect supply and demand into the future.

• A customer and competitor analysis along with the

identification of likely market windows for the product.

• Price and volume forecasts and the basis for these

forecasts.

• For industrial minerals the customer specification, testing

and acceptance requirements prior to a supply contract.

• For gold doré sales, there is a well-established and transparent market.

Economic

• The inputs to the economic analysis to produce the net

present value (NPV) in the study, the source and

confidence of these economic inputs including

estimated inflation, discount rate, etc.

• NPV ranges and sensitivity to variations in the significant

assumptions and inputs.

Inputs to the financial model are:

• Capital and operating cost estimates from the Study, estimated as described above (no

escalation has been applied to costs);

• Physicals schedule of saleable;

• Gold prices assumed for Base Case of the Pre-feasibility Study (no escalation has been

applied to selling prices);

• The base case NPV applied:

o Au Price: US$1,900/oz

o NZ$:US$ exchange: 0.596

• A discount rate of 8% has been applied to calculate NPV

• The base case post tax NPV is $AUD535M

• Sensitivities in AUD have been assessed at various selling prices for Au as follows


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Criteria JORC Code explanation Commentary


Social

• The status of agreements with key stakeholders and

matters leading to social licence to operate.

• The company has established access agreements to the freehold land that is required for the

project to be executed as per the PFS.

• The company has been in frequent consultation with the Central Otago District Council and

the Otago Regional Council, various state regulators and hold good standing with the local

community.

• The company will continue to communicate and negotiate in good faith with all stakeholders

as part of the proposed development. It is not expected that there will be any significant

impediments to development of the project.

Other

• To the extent relevant, the impact of the following on the

project and/or on the estimation and classification of the

Ore Reserves:

• Any identified material naturally occurring risks.

• The status of material legal agreements and marketing

arrangements.

• The status of governmental agreements and approvals

critical to the viability of the project, such as mineral

tenement status, and government and statutory approvals.

• Earthquakes are the single largest material naturally occurring risk.

o The Shepherds TSF will safely contain tailings when subjected to potential future extreme

earthquakes. It will be designed to withstand a 1 in 10,000 year earthquake including

aftershocks. This includes withstanding a potential rupture on the Alpine Fault or any of

the other active faults in the region. The proposed design has the tailings contained

behind the downstream rockfill embankment, that will also be buttressed by a large

volume of rockfill placed in the Shepherds ELF. The proposed design will provide safe and

robust tailings storage solution for both operation and post closure of the site.

o The processing plant and all infrastructure has been engineered to NZ building code

(40,191)

(51,189)

(72,435)

(106,060)

(212,027)

(212,995)

40,180

51,185

77,862

105,993

211,649

212,957

(250,000) (150,000) (50,000) 50,000 150,000 250,000

Capex (+/-10%)

Operating Cost (+/-10%)

Discount Rate (+/-1%)

Recovery (+/-5%)

Grade (+/-10%)

Gold Price (+/-10%)


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Criteria JORC Code explanation Commentary

There must be reasonable grounds to expect that all

necessary Government approvals will be received within

the timeframes anticipated in the Pre-Feasibility or

Feasibility study. Highlight and discuss the materiality of

any unresolved matter that is dependent on a third party on

which extraction of the reserve is contingent.

standards relevant to the local region.

• The project is located within Minerals Exploration Permit (MEP) 60311. To develop the project,

the Company will need to apply for a minerals mining permit (MMP) over the immediate area

to New Zealand Petroleum and Minerals (NZPAM). This is part of the Ministry of Business,

Innovation and Employment (MBIE) and administers the Crown Minerals Act (1991) (CMA).

Section 23 of the CMA provides that the purpose of a minerals mining permit (MMP) is to

authorise the permit holder to mine for the minerals specified in the permit. “Mining” is

defined in the Act as meaning “to take, win, or extract, by whatever means, a mineral existing

in its natural state in land, or a chemical substance from [that mineral].” The Minister will

ordinarily grant a mining permit if satisfied that:

(a) the permit applicant has identified and delineated at least an indicated mineable mineral

resource or exploitable mineral deposit, and

(b) the area of the permit is appropriate, and

(c) the objective of the mining permit is to economically deplete the mineable mineral

resource or deposit to the maximum extent practicable in accordance with good industry

practice.

• The NZ Government has introduced a new legislation, Fast-track Approvals Bill (FAB). This Bill

provides a streamlined decision-making process to facilitate the delivery of infrastructure and

development projects with significant regional or national benefits. On 04/10/2024 it was

announced that the Santana Minerals Bendigo-Ophir gold mine is included within the list of

projects eligible to access the fast-track consenting framework under the proposed FAB. The

Bill is intended to be a “one stop shop” for consenting projects which would otherwise require

consents under multiple different regimes including resource consents under the RMA,

concessions under the Conservation Act 1987, wildlife permits under the Wildlife Act 1953,

archaeological authorities under the Heritage Pouhere Taonga Act 2014, and land access

provisions of the Crown Minerals Act 1991. The “one stop shop” approach marks a significant

change in project approvals in New Zealand, and it is hoped that this will significantly reduce

consenting costs, uncertainty, and timeframes.

Classification

• The basis for the classification of the Ore Reserves into

varying confidence categories.

• Material classified as Indicated Mineral Resources has been converted to Probable Ore

Reserve


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Criteria JORC Code explanation Commentary

• Whether the result appropriately reflects the Competent

Person’s view of the deposit.

• The proportion of Probable Ore Reserves that have been

derived from Measured Mineral Resources (if any).

• The results described in the PFS appropriately reflects the Competent Person’s view of the

deposit.

• There are no Probable Ore Reserves quoted from Measured Mineral Resources


Audits or reviews

• The results of any audits or reviews of Ore Reserve

estimates.

• No external audit or review of this Ore Reserve estimate has been undertaken.

Discussion of

relative accuracy/

confidence

• Where appropriate a statement of the relative accuracy

and confidence level in the Ore Reserve estimate using an

approach or procedure deemed appropriate by the

Competent Person. For example, the application of

statistical or geostatistical procedures to quantify the

relative accuracy of the reserve within stated confidence

limits, or, if such an approach is not deemed appropriate,

a qualitative discussion of the factors which could affect

the relative accuracy and confidence of the estimate.

• The statement should specify whether it relates to global or

local estimates, and, if local, state the relevant tonnages,

which should be relevant to technical and economic

evaluation. Documentation should include assumptions

made and the procedures used.

• Accuracy and confidence discussions should extend to

specific discussions of any applied Modifying Factors that

may have a material impact on Ore Reserve viability, or for

which there are remaining areas of uncertainty at the

current study stage.

• It is recognised that this may not be possible or appropriate

in all circumstances. These statements of relative

• The design, schedule and financial model for the BOGP has been completed to a Pre-

feasibility standard with a +/-25% level of confidence.

• A degree of uncertainty exists with the geological estimates used to estimate the Ore Reserve

which is reflected in the Mineral Resource classification.

• The Ore Reserve is best reflected as a global estimate.

• There is a degree of uncertainty regarding estimates of modifying mining factors, geotechnical

and processing parameters that are of a confidence level reflected in the level of the study.

• There is a degree of uncertainty in the prices used.

• The Competent Person is satisfied that the assumptions used to determine economic viability

of the Ore Reserve are reasonable at time of publishing.

• The Competent Person is satisfied that a suitable margin exists that the Ore Reserve estimate

would remain economically viable with any negative impacts applied to these factors or

parameters.


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Bendigo-Ophir Gold Project Pre-Feasibility Study | Executive Summary

Criteria JORC Code explanation Commentary

accuracy and confidence of the estimate should be

compared with production data, where available.


Data sourced from publicly available filings. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.