In this webinar, Critica's CEO Jacob Deysel provides an update on the company's two critical minerals projects following significant progress across both scoping study workstreams.

1. Mt Lindsay in Tasmania is one of the largest undeveloped tin-tungsten systems globally, with tin and tungsten central to semiconductors, defence and advanced manufacturing.
2. Jupiter in Western Australia is Australia's largest clay-hosted rare earth resource, with rare earths, gallium, yttrium and scandium credits.

Investability's Director Dannika Warburton hosted an investor Q&A where Jacob covers beneficiation and metallurgical results, offtake and downstream pathways, scoping study timing, the development outlook for Mt Lindsay, Critica's recent entry to the U.S. Defense Industrial Base Consortium and non-dilutive funding, and how Critica is positioned as Western governments move to secure non-China supply.

For more information on Critica, visit: https://critica.limited

CHAPTERS

00:00 Introduction

01:02 Project update presentation

08:03 Mt Lindsay refresh & critical minerals market backdrop

10:06 Key milestones for the year ahead

12:35 Beneficiation results, scoping study & offtake discussions

14:36 The gallium opportunity

16:35 Scoping Study timing & Mt Lindsay, why now

18:33 Mt Lindsay timing

20:32 Underground mining rationale

22:33 Capital strategy

24:32 Overseas interest, DIIBC membership & strategic positioning

26:01 Critical minerals macro outlook

28:02 Brothers landholding: exploration upside beyond Jupiter & Mt Lindsay

30:03 Closing remarks and key takeaway

About Investability

Investability is a specialist investor relations and corporate communications firm working with ASX-listed companies. We help emerging and growth-stage resource and technology companies communicate clearly with investors, brokers and the wider market, connecting quality businesses with the audiences that matter most to their growth.

Learn more: https://investability.com.au/

Disclaimer

This video is a recording of an investor webinar featuring Critica Limited (ASX: CRI) and is provided by Investability for general informational purposes only. It is not financial product advice and does not take into account the objectives, financial situation or needs of any particular person. It does not constitute an offer, invitation, solicitation or recommendation to buy, sell or hold securities in Critica Limited or any other entity, and should not be relied on in connection with any investment decision. This video contains forward-looking statements, including statements about scoping studies, project development, timing, funding, partnerships, market conditions and commodity prices. Forward-looking statements are based on assumptions and expectations as at the date of recording and are subject to known and unknown risks, uncertainties and other factors, many of which are outside the control of Critica Limited. Actual results may differ materially from those expressed or implied. No representation or warranty, express or implied, is made as to the accuracy, completeness or reliability of the information in this video, and neither Critica Limited nor Investability accepts any liability for any loss arising from its use.

Information in this video may become outdated and is not updated after the recording date. Investors should review all of Critica Limited's announcements on the ASX (asx.com.au, code: CRI), conduct their own enquiries, and seek independent financial, legal and taxation advice before making any investment decision. Past performance is not a reliable indicator of future performance.

#criticalminerals #asx #criticalminerals #tungsten #Tin #rareearths #gallium #investing

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About Critica (ASX: CRI): Critica Limited is advancing the Jupiter Rare Earth Project in Western Australia — Australia’s largest clay-hosted, magnet-REE-dominant resource — via a clear mine-to-magnet pathway. Jupiter’s beneficiation-first flowsheet delivers ~95% mass rejection and a 6–10× grade upgrade before leach, supporting a smaller, lower-intensity development footprint. Recent milestones include production of a ~58% TREO Mixed Rare Earth Carbonate (MREC) and an 84% TREO Mixed Rare Earth Oxide (MREO), validating both beneficiation and downstream processing.

With low U/Th, strong Nd-Pr-Dy-Tb representation, and partnerships with ANSTO, Minutech-AMML and GAVAQ (pilot commissioning underway), Critica is advancing optimisation, product specification, offtake engagement and a Scoping Study targeted before mid-2026 — positioning Jupiter as a capital-efficient, Western-aligned magnet rare earth supplier.

In this webinar, Jacob outlined the structural magnet rare earth supply gap facing Western markets and how Jupiter is positioned to address it through scale, simplicity and speed. He covered the project’s clay-hosted geology, beneficiation-first flowsheet (~95% mass rejection and strong grade uplift), recent production of MREP and MREC, and the pathway to a Scoping Study and defined development timeline. 

Chapters: 

00:00 - Welcome & Introduction

00:21 - Presentation by Jacob Deysel, CEO

00:27 - The West Has a Magnet REE Supply Problem

01:00 - Why Rare Earths Matter 02:50 - Clay-Hosted REE Advantages

03:33 - What Makes Jupiter Different

04:14 - Critica's Execution Momentum

05:03 - Integrated Flowsheet with By-Product Leverage

09:05 - Scoping Study: Engineering the Base Case

09:49 - Critica: A Rare Earth Project Built on Scale, SImplicity and Speed

11:08 - Investor Q&A Commences

11:14 - Metallurgy & Processing Q&A: Is the reported acid consumption in the MREC process a concern?

13:04 - Metallurgy & Processing Q&A: Why was overall MREC recovery approximately 80% and not higher?

13:55 - Metallurgy & Processing Q&A: Is a 58% TREO Mixed Rare Earth Carbonate (MREC) product considered commercial grade?

14:44 - Metallurgy & Processing Q&A: Difference in value between the previously reported 86% TREO MREO and the recent 58% TREO MREC

17:46 - Development Timeline Q&A: Why does the Company reference a FID in 2029?

19:08 - Development Timeline Q&A: Where does Jupiter currently sit on the Lassonde Curve? 19:50 - Mt Lindsay Q&A: What is the Company’s current strategy regarding the Mt Lindsay tin–tungsten project?

21:45 - Capital Q&A: Are further capital raises expected? 

23:17 - Share Price Q&A: Why is the current share price not reflecting the perceived potential of Jupiter?

24:58 - Infrastructure Q&A: What is the plan for water supply to support the beneficiation plant?

25:35 - Media & Marketing: Why has there been limited broader media exposure regarding Jupiter?

27:20 - Flowsheet: Valuable by-products 28:26 - Final comments to shareholders

Reach out to Critica's IR team at investors@investability.com.au

About Investability: Investability is an investor relations consultancy with a successful track record of connecting growth-focused companies with quality investors. Specialising in the representation of ASX companies, we combine deep technical expertise in capital markets with practical insights from our institutional buy-side and sell-side experience.

Learn more at www.investability.com.au.

Disclaimer: 

The information in this video is general information only and should not be taken as personal or investment advice. Investability is not a financial adviser and does not provide financial advice. You should seek independent legal, financial, taxation and/or other advice to check how the general information from this website relates to your personal circumstances. Neither Investability or the panellists are liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by viewing this video.

See omnystudio.com/listener for privacy information.

The webinar covers Talius' growing recurring revenue base, expanding enterprise customer footprint, market opportunity in aged care technology and outlook for future growth. Management also discusses customer concentration, contract wins, software economics, competitive positioning, industry tailwinds and key milestones investors should watch over the coming months.

The session concludes with a live demonstration of the Talius One Health Dashboard, showcasing how AI-driven insights can support resident care, operational efficiency and compliance outcomes. 

Chapters:

00:00 Introduction & Opening Remarks

01:21 CEO Update & Investment Highlights

10:36 Investor Q&A

10:43 Customer Base & Revenue Concentration

13:59 Enterprise Contracts & Revenue Model

17:59 Competitive Positioning & Growth Strategy

21:56 Government Funding & Industry Tailwinds

23:16 Key Investor Catalysts

24:07 Closing Remarks

25:05 Talius One Health Dashboard Demo

28:49 Webinar Conclusion 

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Disclaimer: Not financial advice.

This video is for information purposes only.

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INVESTABILITY is a full-service investor marketing and communications consultancy, partnering with ASX-listed companies to drive investor engagement and growth. Our strategies are grounded in deep capital markets experience and informed by practical insight from working across both institutional buy-side and sell-side environments. We understand how investment decisions are made — and how to position companies to attract long-term, aligned capital.

Learn more: www.investability.com.au

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The Company’s 2023 Prefeasibility Study confirmed the technical and commercial viability of the Kundip Mining Centre, outlining a potential operation producing approximately 85,000 ounces of gold and 1,800 tonnes of copper annually (equivalent to ~92,000 ounces of gold). In 2024, Medallion entered an agreement with IGO Limited to acquire key assets from the Forrestania Nickel Operation, including the Cosmic Boy process plant and associated infrastructure. This strategic acquisition provides a pathway to accelerate gold production at Ravensthorpe while reducing capital requirements and permitting timelines.

The Forrestania infrastructure also opens the door to further exploration and growth opportunities across the highly prospective Forrestania greenstone belt, positioning Medallion as an emerging gold and copper producer in Western Australia. 

On this webinar, Paul outlines the company’s development strategy, key project milestones and how the integration of the Ravensthorpe Gold Project and Forrestania processing hub is creating a strong platform for production and future growth.

CHAPTERS:

00:00 Introduction to the Medallion Metals webinar

00:39 Opening remarks and company overview – Paul Bennett

01:07 Forrestania acquisition and company transformation 

03:59 How investors should view Medallion today

05:19 Two-hub production strategy – Ravensthorpe and Forrestania

06:25 Capital-efficient development using existing infrastructure

07:44 Valuation gap and potential re-rating catalysts

08:41 Pathway to first gold production and key milestones

10:01 Workforce accommodation and camp strategy

10:48 District-scale exploration opportunity

12:39 Forrestania exploration strategy and Lounge Lizard

15:10 Regional consolidation opportunities

15:41 Energy cost sensitivity and operating costs

16:23 Board and management capability to build a producer

17:30 Mine life potential and long-term growth strategy

20:50 Stockpiles and toll treatment options

23:15 Investment thesis and company strategy summary

24:10 Final investor message from Paul Bennett

25:24 Webinar closing remarks

Reach out to the Medallion IR team at investors@investability.com.au

About Investability:

Investability is an investor relations consultancy with a successful track record of connecting growth-focused companies with quality investors. Specialising in the representation of ASX companies, we combine deep technical expertise in capital markets with practical insights from our institutional buy-side and sell-side experience. Learn more at www.investability.com.au.

Disclaimer: The information in this video is general information only and should not be taken as personal or investment advice. Investability is not a financial adviser and does not provide financial advice. You should seek independent legal, financial, taxation and/or other advice to check how the general information from this website relates to your personal circumstances. Neither Investability or the panellists are liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by viewing this video.

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The business offers investors near-term revenue and exposure to the $34 billion Australian pharmaceutical market. Blue-sky optionality is provided by AlgoraeOS, an AI-enabled drug discovery platform validated at Peter MacCallum Cancer Centre. AlgoraeOS generates drug-combination candidates for licensing and co-development and has 90 high-confidence candidates currently in the validation and partnering pipeline. In summary, the Company is focused on near-term revenue through executed supply agreements and long-term pipeline value through its proprietary discovery engine. 

ON THIS WEBINAR, Algorae's Executive Chairman David Hainsworth, discusses recent commercial contracts with India's largest drug manufacturers, advancing TGA approvals, and ramping up to first revenue in 2026. Investability's Dannika Warburton then leads an investor Q&A. 

Recorded: 28 April 2026 

CHAPTERS:

00:00 Introduction by Investability

00:34 Opening remarks from David Hainsworth

00:49 Zydus licensing agreement and partner validation

01:55 AlgoraeRx commercial strategy

02:57 AlgoraeOS AI drug discovery platform 

04:13 Commercial team and execution capability

05:55 Market opportunity and investment outlook

07:16 Zydus deal Q&A 

09:17 TGA pathway and registration timeline

11:20 Route to market after registration

12:25 Revenue timing and first commercial sales 

14:22 Global pharma partners and commercial credibility 1

6:20 AlgoraeOS value and commercial pathway

18:27 Funding, cash runway and capital allocation

20:46 Valuation, market re-rate catalysts and shareholder base 

25:44 Final investor message from David Hainsworth & closing remarks

Reach out to the Algorae IR team at algorae@investability.com.au 

About Investability:

Investability is an investor relations consultancy with a successful track record of connecting growth-focused companies with quality investors. Specialising in the representation of ASX companies, we combine deep technical expertise in capital markets with practical insights from our institutional buy-side and sell-side experience. Learn more at www.investability.com.au. 

Disclaimer: 

The information in this video is general information only and should not be taken as personal or investment advice. Investability is not a financial adviser and does not provide financial advice. You should seek independent legal, financial, taxation and/or other advice to check how the general information from this website relates to your personal circumstances. Neither Investability or the panellists are liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by viewing this video.

See omnystudio.com/listener for privacy information.

Jacob outlined the milestone first Mixed Rare Earth Product (MREP) from the Jupiter Project (84% TREO at 78% recovery), the beneficiation-first flowsheet delivering ~95% mass rejection and 6–10× grade uplift, the 3,000 kg pilot commissioning and optimisation program at GAVAQ (Vietnam), and next steps including offtake engagement and a Scoping Study targeted before mid-2026, before answering investor questions in a live Q&A session. 

Chapters 

00:00 – Welcome & Introduction

01:28 – Jacob Deysel Presentation

09:57 – How Beneficiation-First Cuts Capex, Opex & Footprint

11:59 – Pilot Plant: Success Metrics & Optimisation Focus

13:57 – 3,000 kg Pilot Commissioning Timeline

15:04 – Magnet Manufacturing: GAVAQ’s Role & Aussie Potential

17:50 – Offtake & Strategic Partners: What’s Next

19:40 – MREP Composition: NdPr, Dy & Tb Breakdown

20:41 – Government Support & Funding Opportunities

22:45 – Policy Tailwinds: US–Australia Rare Earth Strategy

24:32 – Upcoming Milestones: Scoping to PFS

26:57 – Closing Remarks

About Critica (ASX: CRI): Critica Limited is advancing the Jupiter Rare Earth Project in Western Australia—Australia’s largest clay-hosted, magnet-REE-dominant resource—via a mine-to-magnet roadmap. Jupiter’s clay-hosted geology enables a beneficiation-first flowsheet achieving ~95% mass rejection and a 6–10× grade upgrade prior to leach, supporting a smaller, lower-intensity plant. Critica has produced its first Mixed Rare Earth Product (MREP) at 84% TREO with 78% recovery, validating the back-end hydromet route. With exceptionally low U/Th, tier-1 infrastructure, and partnerships with ANSTO, Minutech-AMML and GAVAQ (pilot in commissioning), Critica is progressing optimisation, offtake engagement and a Scoping Study targeted before mid-2026—positioning the Company as a cornerstone supplier to Western-aligned rare earth supply chains. 

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About Investability: Investability is a boutique investor relations consultancy with a successful track record of connecting growth-focused companies with quality investors. Specialising in the representation of pre-IPO and listed clients, we combine deep technical expertise in capital markets with practical insights from institutional buy-side and sell-side experience. Our mission is to deliver value-accretive outcomes for our select group of high-potential clients and their investors, driving growth and success through tailored investor engagement and growth marketing strategies. We pride ourselves on working with visionary companies that are shaping industries and contributing positively to the planet. As a founder-led agency, our commitment to client success is reflected in our high client retention rates, strong working relationships and consistent positive feedback. With a global network of investors and a relentless dedication to achieving outstanding results, Investability has built a reputation as one of Australia’s preeminent boutique investor relations firms. Learn more at www.investability.com.au. ____ Disclaimer: The information in this video is general information only and should not be taken as personal or investment advice. Investability is not a financial adviser and does not provide financial advice. You should seek independent legal, financial, taxation and/or other advice to check how the general information from this website relates to your personal circumstances. Neither Investability or the panellists are liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by viewing this video.

See omnystudio.com/listener for privacy information.