Duke Realty
Annual Report 2023

Plain-text annual report

F O R T H E Y E A R E N D E D 3 0 J U N E 2 0 2 3 A B N 4 0 1 1 9 0 3 1 8 6 4 | A S X : D R E CORPORATE DIRECTORY DIRECTORS Paul Chapman Dean Tuck Philip Crutchfield Robert Gee (Non-executive Chairman) (Managing Director) (Non-executive Director) (Non-executive Director) COMPANY SECRETARY Jessamyn Lyons REGISTERED OFFICE & POSTAL ADDRESS Level 3, 88 William Street Perth WA 6000 PO Box 712 Osborne Park DC WA 6916 Telephone: +61 (8) 9473 8345 Website: www.dreadnoughtresources.com.au ABN 40 119 031 864 SHARE REGISTRY Automic Pty Ltd Level 5, 191 St Georges Terrace Perth, WA 6000 Australia hello@automicgroup.com.au (within Australia): 1300 288 664 (international): +61 (2) 9698 5414 AUDITORS PKF Perth Level 5, 35 Havelock Street West Perth WA 6005 STOCK EXCHANGE Australian Securities Exchange (Home Exchange: Perth, Western Australia) ASX Code: DRE DREADNOUGHT RESOURCES (ASX:DRE) IS A HIGHLY ACTIVE WEST AUSTRALIAN MINERAL EXPLORER FOCUSED ON FINDING THE METALS NEEDED NOW AND IN THE FUTURE. CONTENTS CHAIRMAN’S LETTER ......................................................................................................................... 4 DIRECTORS’ REPORT ......................................................................................................................... 5 AUDITOR’S INDEPENDENCE DECLARATION .......................................................................23 CONSOLIDATED STATEMENT OF PROFIT OR LOSS AND OTHER COMPREHENSIVE INCOME ...........................................................................................24 CONSOLIDATED STATEMENT OF FINANCIAL POSITION ..............................................25 CONSOLIDATED STATEMENT OF CHANGES IN EQUITY ...............................................26 CONSOLIDATED STATEMENT OF CASH FLOWS ...............................................................27 DIRECTORS’ DECLARATION ........................................................................................................61 INDEPENDENT AUDIT REPORT ..................................................................................................62 ASX ADDITIONAL INFORMATION ............................................................................................67 CHAIRMAN’S LETTER DEAR FELLOW SHAREHOLDER, We are pleased to present the 2023 Annual Report for Dreadnought Resources Limited (“Dreadnought” or the “Company”). The past year has been another active one for Dreadnought and we have made substantial progress on multiple fronts and in particular Mangaroon. Mangaroon covers >5,200sq kms of the Mangaroon Zone in the Gascoyne Region of Western Australia and over the past year has demonstrated potential on multiple fronts:  the ~45km long Money Intrusion (First Quantum Minerals earn-in) which contains high tenor magmatic Ni-Cu-PGE mineralisation; the >10km long Mangaroon Au Shear Zone (100%) where fractured, small-scale ownership has limited previous gold exploration with only ~200m of the >10km having been drilled notwithstanding the high-grade, camp scale potential; the ~43km long Yin REE Ironstone Complex (100%) which already contains: an independent total Resource of 20.06Mt @ 1.03% TREO (ASX 5 Jul 2023) over only ~4km of the ~43km of ironstones including an initial Indicated Resource of 5.52Mt @ 1.23% TREO over only ~250m of strike (ASX 5 Jul 2023); and an Exploration Target of 50-100Mt at 0.9-1.3% TREO (ASX 13 Feb 2023) over 40 kms of strike; and the ~9km long REE-Nb-Ti-P-Sc C1-C5 carbonatites which contain an initial independent Inferred Resource of 10.84Mt @ 1.00% TREO at C3 (ASX 29 Aug 2023).    In recent times, rare earths have cooled in the face of global economic uncertainty however the long-term growth expectations remain strong. Notwithstanding the short-term headwinds, we should not lose sight of what we have at Mangaroon. We have a globally significant critical minerals project that has already shown large scale and rapid growth potential. At Yin, broad zones of moderate to steep dipping mineralisation with parallel lodes and Resource intensity of ~4.8Mt/km make for a potentially attractive mining proposition. Metallurgical test work from Yin has performed well. We have only scratched the surface at the C1-C7 carbonatites. There is blue sky in abundance. All this points to a long-life, strategically important, potential Tier 1 project in the world’s top investment jurisdiction based on the Investment Attractiveness Index published in the Fraser Institute’s Annual Survey of Mining Companies. Of course, this jurisdiction is Western Australia. It is not South Australia (10th), Northern Territory (14th); Queensland (18th); Tasmania (19th) or New South Wales (33rd). It is certainly not Victoria (39th), which has Santa Cruz and Russia breathing down its neck. In a time when supply chain security and low carbon transition are imperatives and against a backdrop of heightened geopolitical tension, where else would you want to own a globally significant asset but Western Australia? Perhaps that is why Dreadnought is receiving increasing levels of interest in Mangaroon from industry participants. Our other projects, while currently lower profile, show great promise too. At the time of writing, we are about to resume drilling at Tarraji-Yampi. This is where it all started for Dreadnought. The project is located only 85kms from Derby in the West Kimberley region of WA and was locked up as a Defence Reserve since 1978. Just by drilling, Dreadnought is proud to be bringing opportunity and employment to the West Kimberly region. This will only get better when we find and develop the Cu-Au-Ag-Bi-Sb-Co deposits we are looking for. Complementing Mangaroon is Bresnahan, located ~125km southwest of Newman. The project comprises ~3,700 sq kms covering over 200kms strike along the Bresnahan Basin / Wyloo Group unconformity and is prospective for unconformity related heavy rare earths and mesothermal gold similar to the nearby Paulsen’s Au-Ag-Cu-Sb deposits. In 2024, we are looking to build on our initial success at Breshanhan. Last and certainly not least is Central Yilgarn, located ~190km northwest of Kalgoorlie in the Yilgarn Craton – one of the world’s great mineral regions. The project comprises ~1,600 sq kms covering ~150km of strike along the majority of the Illaara, Yerilgee and Evanston greenstone belts. Results of our upcoming geophysical and geochemical surveys at Central Yilgarn are expected to be exciting. In the year ahead we will continue at a relentless pace. While success breeds its own set of challenges, I can assure shareholders we have a team that is up to the task. In that respect, I would like to acknowledge and thank outgoing directors in Paul Payne and Ian Gordon for their substantial and valued contributions. In addition, I would like to recognise Philip Crutchfield and Robert Gee who have both brought a breadth of experience to the board. We have also added capability to our management team with the recent appointment of Debbie Fullarton as our Chief Financial Officer to support Dreadnought’s growth and strategic development. In closing, we would like to thank our stakeholders including traditional owners, local communities, employees, joint venture partners, suppliers and other business partners. We also would take this opportunity to thank our fellow shareholders for your ongoing support. PAUL CHAPMAN 4 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DIRECTORS’ REPORT Your directors present their report on the consolidated entity (referred to hereafter as the Group) consisting of Dreadnought Resources Limited (referred to hereafter as the Parent Entity, Dreadnought or the Company) and the entities it controlled at the end of, or during, the year ended 30 June 2023. DIRECTORS The following persons were directors of the Company during the whole of the financial year and up to the date of this report, unless otherwise stated: Paul Chapman (Non-executive Chairman) Appointed 9 April 2019 Dean Tuck (Managing Director) Appointed 9 April 2019 Philip Crutchfield (Non-executive Director) Appointed 13 September 2022 Robert Gee (Non-executive Director) Appointed 2 March 2023 Ian Gordon (Non-executive Director) Appointed 21 December 2017 – retired on 30 November 2022 Paul Payne (Non-executive Director) Appointed 21 December 2017– retired 13 September 2022 PRINCIPAL ACTIVITIES The principal activities of the Group during the financial year were minerals exploration and development. There were no significant changes in the nature of activities of the Group during the year. DIVIDENDS No dividends have been declared or paid during the year (2022: Nil). OPERATING RESULTS AND FINANCIAL POSITION The net result of operations for the financial year was a loss of $5,521,985 (2022: $1,740,126 (Restated)). The net assets of the Group have increased by $31,790,682 during the financial year from $19,050,734 (Restated) at 30 June 2022 to $50,841,416 at 30 June 2023. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 5 DIRECTORS’ REPORT REVIEW OF OPERATIONS The Group is an ASX-listed exploration and development company focussing on acquiring and exploring high-quality projects within the state of Western Australia. The Company’s strategy is to discover major deposits on these projects either by itself or in joint venture with major mining companies. The review addresses highlights and significant changes in state of affairs during the year and to date. Operational Highlights to 30 June 2023: Dreadnought continues to make significant progress on the 100% owned rare earths (“REE” or “TREO”) at Mangaroon with constant news flow, rapidly progressing drilling, consistent high-grade results, and a targeted exploration plan with a clear path to growing the existing 2012 JORC Code Mineral Resource (“Resource”) base. • Globally significant Resource at the Yin REE Ironstone Complex (“Yin”) with highlights including: - A 40% increase in the Independent Resource at Yin resulting in an Inferred + Indicated Resource of 20.06Mt @ 1.03% TREO. Initial Indicated Resource of 5.52Mt @ 1.23% TREO over just 250m of strike where thick, high-grade mineralisation occurs at - surface. - Resource delivered in 12 months since discovery and based on 160 RC (17,787m) and 28 diamond drill holes (2,791.4m). - The Resource only covers ~10% of Yin which currently consists of ~43kms strike comprising a 2012 JORC Code Exploration Target of 50-100Mt @ 0.9-1.3% TREO (“Exploration Target”). - A further Resource update is to be made in the December 2023 quarter, including the higher NdPr:TREO discoveries at Y2 and Yin North and an increased Indicated component. • Large-scale C1-C7 Carbonatites, the regional source of high-grade REE and other critical minerals: - C1-C5 carbonatites increased in size to ~9km x ~1km and still growing. - First pass drilling at C3 defined a ~600m x ~550m anomalous zone of critical minerals including REE and niobium (“Nb”). - - An initial Resource for C3 was delivered in August 2023 with the addition of 10.84Mt @1.0% TREO. Infill drilling (24 RC holes, 3,805m) defined high-grade zones of REE-Nb over an area of ~400m x ~400m. Mangaroon: Ni-Cu-PGE (FQM Earn-In) • First Quantum Minerals Ltd (TSE:FM “First Quantum Minerals”), a ~A$20B TSX listed company, is earning a 51% interest in the Mangaroon Ni-Cu-PGE Project by funding $12M of expenditure by 1 March 2026. • A FLEM survey covering ~8.4kms of strike along the Money Intrusion successfully identified five conductive bodies interpreted to be sulphide accumulations. • First Quantum Minerals committed to a ~1,000m RC program over all five conductors which commenced in September 2023 with immediate success. Mangaroon: Au (100%) • The region is host to high-grade gold mineralisation at the Bangemall/Cobra and Star of Mangaroon gold mining centres which have seen minimal modern exploration. • Dreadnought has secured the historic mining centres around the Star of Mangaroon and has located outcropping high-grade gold bearing quartz veins along the Edmund and Minga Bar Faults. Tarraji-Yampi: Cu-Ag-Au-Co (80%/100%) • The high-grade Cu-Ag-Au-Co Orion discovery was made in 2021. • An auger sampling program “fingerprinted” Orion and applied that knowledge across other under cover areas at Tarraji-Yampi. • The auger program successfully identified 14 high-quality Orion look-alikes with a similar geochemical signature. • A fixed loop electromagnetic survey has been completed over 9 of the geochemical anomalies and 6 have produced strong coincident conductors (3 with outcropping mineralisation) and 3 with moderate to weak conductors. • Discovery focused RC and diamond drilling is to commence in September 2023. Central Yilgarn: Gold, Base Metals, Critical Minerals and Iron Ore Project (100%) • An initial independent Indicated and Inferred Resource for Metzke’s Find of 14.9koz @ 6.8 g/t Au was announced in April 2023. • The Resource is high-grade, shallow and remains open at depth as well as to the north. • The promising nickel, lithium and gold potential at Central Yilgarn is currently under review. Bresnahan: REE-HREE-Au-Sb (100%) Project (100%) • Bresnahan is a conceptual unconformity heavy rare earth element (“HREE”) project containing >3,700kms2 of prospective ground. • Assays from reconnaissance surface sampling have confirmed unconformity HREE mineralisation, similar to the Browns Range project. 6 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DIRECTORS’ REPORT Corporate Highlights to 30 June 2023: In relation to share placements, the following activities occurred: • In August 2022, the Company completed a placement at $0.06 per share to institutional and sophisticated investors raising $12,000,000 (before costs). • Directors contributed a further $350,000 to the placement as approved by shareholders on 30 November 2022. • In February 2023, the Company completed a placement at $0.10 per share to institutional and sophisticated investors raising $20,000,000 (before costs). • Directors contributed a further $1,400,000 to the placement as approved by shareholders on 29 March 2023. In relation to options, the following activities occurred: i. Options granted to employees or directors: • On 14 July 2022, the Company granted 8,500,000 options via the Equity Incentive Plan to employees who are not related parties of the Company. The options have an exercise price of $0.065 and expire on 14 July 2025. These options will vest on 12 months of continued employment. • On 30 November 2022, shareholders approved the grant of 853,098 options to a director as part of the director’s remuneration package. The options have an exercise price of $0.1575 and expire on 16 December 2025. There are no vesting conditions. • On 2 March 2023, the Company granted 1,223,151 options to a director as part of the director’s remuneration package. The options have an exercise price of $0.12 and expire on 2 March 2026. There are no vesting conditions. • On 31 May 2023, the Company granted 2,000,000 options via the Equity Incentive Plan to an employee who is not a related party of the Company. The options have an exercise price of $0.075 and expire on 14 June 2026. These options will vest on 12 months of continued employment. ii. Options exercised by employees or directors: • On 15 September 2022, an employee exercised 1,500,000 options for a total amount of $60,000. • On 31 October 2022, employees exercised 4,400,000 options for a total amount of $78,500. • On 8 February 2023, employees exercised 2,000,000 options for a total amount of $80,000. • On 8 February 2023, the Managing Director exercised 2,000,000 options for a total amount of $10,000. iii. Options exercised by other parties: • On 4 April 2023, the Company issued 5,000,000 shares on the exercise of options for a total amount of $30,000. • On 24 May 2023, the Company issued 15,000,000 shares on the exercise of options for a total amount of $90,000. In relation to performance rights, the following activities occurred: i. Equity Incentive Plan • On 17 August 2022, the Board created an Equity Incentive Plan to ensure employee/director alignment and retention while creating long term shareholder value. The scheme sets significant targets that when met, are expected to have a material, beneficial impact on Dreadnought’s enterprise value and preferred employer status. ii. Options issued to employees or directors: • On 16 December 2022, the Company issued 30,366,665 unlisted performance rights under the Equity Incentive Plan divided into three equal tranches. Each tranche vests upon the Company announcing, during the vesting period, a Resource of TREO as follows: - Tranche 1: A Resource of at least the Inferred category of 10Mt @ >1% TREO by 31/12/2022. - Tranche 2: A Resource of at least the Inferred category of 20Mt @ >1% TREO by 31/12/2023. - Tranche 3: A Resource of at least the Inferred category of 30Mt @ >1% TREO by 31/12/2024. • On 10 February 2023, the Company issued 3,633,332 unlisted performance rights via the Equity Incentive Plan to additional eligible employees who are not related parties of the Company. These performance rights are subject to the Tranche 2 and Tranche 3 vesting conditions above. • On 2 March 2023, the Company issued 600,000 unlisted performance rights via the Equity Incentive Plan to a newly appointed director. These performance rights are subject to the vesting conditions of Tranche 2 and Tranche 3 above. • On 14 June 2023, the Company issued 3,000,000 unlisted performance rights via the Equity Incentive Plan to the newly appointed Chief Financial Officer. These performance rights are subject to the Tranche 2 and Tranche 3 vesting conditions above. iii. Performance rights vesting and exercised: • On 31 December 2022, the vesting condition for Tranche 1 was achieved and 10,183,335 performance rights vested. • On 13 January 2023, the Company issued 2,266,667 fully paid ordinary shares and 7,916,668 fully paid ordinary shares to the directors and employees, respectively upon exercising the vested rights. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 7 DIRECTORS’ REPORT The Company made the following acquisitions during the year: • On 7 July 2022, the Group exercised its option to acquire 100% ownership of E29/965 and E30/485 within the Central Yilgarn. These tenements cover parts of the Kings and P1 iron ore occurrences including significant magnetite banded iron formations, the Central Komatiite nickel sulphide belt, the eastern extensions of the Peggy Sue pegmatite field as well as several VMS and gold prospects. The exercise provided 100% ownership over the highly prospective, 75km long, Illaara Greenstone Belt and the Group paid $1,000,000 to an unrelated party to settle the transaction on 20 July 2022. • On 9 July 2022, the Group executed a tenement sale and purchase agreement with Arrow Minerals Limited (ASX:AMD) to acquire a 100% interest in 7 tenements being E16/495, E30/493, E30/494, E77/2403, E77/2416, E77/2432, E77/2634). The key commercial terms included: - AMD to receive a $20,000 cash payment upon signing of the agreement. This was paid on 11 July 2022. - AMD to receive $280,000 cash payment at settlement. This was paid on 1 August 2022. - The Group to issue AMD 2,350,000 fully paid ordinary shares escrowed until 31 January 2023. These shares were issued 1 August 2022. - AMD to receive a further cash payment of $300,000 by 30 November 2022. This was paid on 28 November 2022. - On the identification and reporting of Inferred Resource of >500,000oz gold equivalent the Company is to pay AMD $1,000,000. - AMD to retain a 1% Net Smelter Return royalty in relation to minerals mined by or on behalf of the Company on the tenements. • On 12 September 2022, the Company announced the acquisition of 100% interest in 5 tenements covering 77 km2 of major regional structures at Mangaroon. The tenements host at least 10 historic gold mines including the high-grade Star of Mangaroon, Pritchard Well and Twin Peaks gold mines. The tenements are strategically located between the Company’s 100% owned REEs to the south-east and the First Quantum Minerals Ni-Cu-PGE Earn-in to the north-west. Key commercial terms with the unrelated party vendors are outlined below and completion occurred on 10 November 2022. 1. Key commercial terms to acquire 100% of E09/2290, M09/146, M09/147 and M09/175 include: a. Dreadnought to own 100% upon completion; b. Dreadnought to pay $50,000 upon signing the Sale & Purchase Agreement (paid); c. Dreadnought to pay $250,000 at completion (paid); d. Vendors to receive 20,000,000 fully paid ordinary shares at completion (issued); e. 1% gross royalty payable on E09/2290, M09/146 and M09/147; and f. 0.5% gross royalty payable on M09/175. 2. Key commercial terms to acquire 100% of M09/174 include: a. Dreadnought to own 100% upon completion; b. Dreadnought to pay $25,000 upon signing the Sale & Purchase Agreement (paid); c. Dreadnought to pay $50,000 at completion (paid); d. Vendor to receive 1,000,000 fully paid ordinary shares at completion (issued); and e. 0.5% gross royalty payable. • On 18 October 2022, the Company, acquired 100% of the ordinary shares of Odette Seven Pty Ltd (“Odette”) for the total consideration of 3,000,000 fully paid and issued shares of the Company. Odette owns the rights to tenements E08/3356, E52/3936 and E52/3937. The shares were issued on 31 October 2022 at an issue price of $0.115 per share. The Company also settled the amount due to the previous shareholder of Odette amounting to $150,000 subsequent to settlement date. • On 26 October 2022, the Group executed a tenement sale and purchase agreement with an unrelated party to acquire a 100% interest in 4 tenements being E52/4082, EL52/4083, EL08/3495 and EL08/3496. The key commercial terms included $150,000 in cash and 2,778,000 fully paid ordinary shares at completion on 31 October 2022. • On 6 June 2023, the Group executed a tenement sale and purchase agreement with an unrelated party to acquire a 100% interest in mining tenement M09/091. The key commercial terms included $120,000 in cash, 2,500,000 fully paid ordinary shares at completion in July 2023 and a 1.0% gross royalty. FUTURE DEVELOPMENTS, PROSPECTS AND BUSINESS STRATEGY The Group is focused on delivering significant shareholder returns through the discovery of economic mineral deposits in the tier one jurisdiction of Western Australia. The Group will achieve these goals by: Identifying projects with significant unrealised potential. • • Focusing technical effort and financial investment to effectively and efficiently generate and drill exciting, mineralised targets. • Maintaining low overheads and keeping the market well informed through continuous activity and news flow. 8 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DIRECTORS’ REPORT MATTERS SUBSEQUENT TO THE END OF THE FINANCIAL YEAR Subsequent to 30 June 2023, the following significant events were undertaken by the Group: • On 4 July 2023, the Company granted 1,500,000 unlisted performance rights subject to the vesting conditions of Tranche 2 and Tranche 3 via the Equity Incentive Plan to an employee who is not a related party of the Company. • On 5 July 2023, the Company announced a 40% increase in Resource tonnage at Yin - Mangaroon. • On 5 July 2023, the vesting condition for Tranche 2 was achieved and 2,566,667 performance rights for directors and 11,983,334 performance rights for employees vested. These performance rights were exercised, and the Company issued 14,550,001 fully paid ordinary shares on 1 August 2023. • On 10 July 2023, the Company announced high-grade REE-Nb zones at C3 & C5 – Mangaroon. • On 17 July 2023, the Company announced additional high-grade REE-Nb zones at C3 & C5 – Mangaroon. • On 7 August 2023, the Company announced significant new intercepts from drilling at the Yin Ironstone Complex – Mangaroon. • On 17 August 2023, the Company announced further thick, high-grade results from extensional and infill drilling at the Yin Ironstone Complex – Mangaroon. • On 28 August 2023, the Company released an initial, independent REE-Nb-P-Ti-Sc Resources of 10.48Mt @ 1.00% TREO at C3 taking the global REE Resources at Mangaroon to 30.90Mt @ 1.02% TREO. • On 28 August 2023, the vesting condition for Tranche 3 was achieved and 2,566,667 performance rights for directors and 11,983,329 performance rights for employees vested. These performance rights were exercised, and the Company issued 14,549,996 fully paid ordinary shares on 4 September 2023. • On 30 August 2023, the Company announced that drilling had commenced at the Money Intrusion Ni-Cu-PGE (First Quantum Minerals Earn-in) – Mangaroon. • On 31 August 2023, the Company announced that massive and disseminated Ni-Cu sulphides had been intersected at the Money Intrusion Ni-Cu-PGE Project – Mangaroon. • On 4 September 2023, the Company announced the results of a comprehensive gold review at Mangaroon. • On 12 September 2023, the Company announced thick Ni-Cu Mineralisation at Mangaroon. • On 13 September 2023, the Company announced highest grades to date from Yin infill drilling at Mangaroon. Other than the events detailed above, there has not arisen in the interval between 1 July 2023 and the date of this report any item, transaction, or event of a material and unusual nature likely, in the opinion of the directors, to significantly affect the operations of the consolidated entity, the results of those operations, or the state of affairs of the consolidated entity, in future years. ENVIRONMENTAL REGULATION The Group’s Environmental Management System includes identifying and assessing environmental impacts, setting environmental objectives and targets, and implementing strategies to reduce the impact on the environment. The operations of the Group are subject to environmental regulations under both Commonwealth and State legislation in Australia. In the mining industry, many activities are regulated by environmental laws. Operations are conducted under the necessary Commonwealth and State Licences and Works Approvals to its activities on its tenements. The Group considers it has complied with all relevant environmental obligations. SOCIAL RESPONSIBILITY The Group strives to contribute to the social and economic wellbeing of the communities in which it operates by identifying opportunities that create shared value and economic benefit with our local communities including, where possible, maximising local procurement, employment, and training opportunities. We place as much emphasis on our behaviour as we do on our results. We provide a healthy, safe, and inclusive workplace through collective leadership. The Group is committed to workplace diversity and inclusion at all levels regardless of gender, marital or family status, sexual orientation, gender identity, age, disabilities, ethnicity, religious beliefs, cultural background, socio-economic background, perspective, and experience. The Group has made significant progress in diversity as can be seen in the tables below. Cultural Diversity Category Key Management Personnel Other senior management Other employees Total Overall % 2023 2022 Australian 3 1 6 10 50% International* 3 3 4 10 50% Australian 4 1 2 7 64% International* 1 1 2 4 36% * International refers to an individual’s background rather than citizenship and includes United States, Africa, United Kingdom, New Zealand, South America, Europe, and Philippines. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 9 DIRECTORS’ REPORT Gender Diversity Category Key Management Personnel Other senior management Other employees Total Overall % COMPLIANCE STATEMENT 2023 2022 Male 4 2 7 13 65% Female 2 2 3 7 35% Male 4 2 4 10 91% Female 1 - - 1 9% This report contains information extracted from reports available to view on the website www.dreadnoughtresources.com.au. In relying on the below ASX announcements and pursuant to ASX Listing Rule 5.23.2, the Company confirms that it is not aware of any new information or data that materially affects the information included in the abovementioned announcements or this Annual Report for the period ended 30 June 2023. ASX Listing Rules Compliance In preparing the Annual Report for the period ended 30 June 2023, the Company has relied on the following ASX announcements. ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement 13/09/2023 12/09/2023 12/09/2023 12/09/2023 6/09/2023 4/09/2023 4/09/2023 4/09/2023 31/08/2023 30/08/2023 30/08/2023 28/08/2023 18/08/2023 18/08/2023 17/08/2023 08/08/2023 07/08/2023 02/08/2023 01/08/2023 01/08/2023 31/07/2023 31/07/2023 21/07/2023 17/07/2023 12/07/2023 10/07/2023 06/07/2023 05/07/2023 03/07/2023 21/06/2023 20/06/2023 14/06/2023 13/06/2023 07/06/2023 06/06/2023 06/06/2023 05/06/2023 29/05/2023 24/05/2023 24/05/2023 Highest Grades to date from Yin Infill Drilling - Mangaroon Thick Ni-Cu Mineralisation over 400m- Amendment New World Metals Corporate Presentation Thick Ni-Cu Mineralisation over 400m, Open in All Directions Change of Director's Interests Notice x 4 Application for quotation of securities - DRE Cleansing Notice Outstanding Gold Potential Along 10km Mangaroon Shear Zone Massive & Disseminated Ni-Cu Sulphides Intersected Trading Halt Drilling Commenced at Money Intrusion Ni-Cu-PGE - Mangaroon Initial, Independent REE-Nb-P-Ti-Sc Resource at C3 Application for quotation of securities - DRE Cleansing Notice Thick, High-Grade Rare Earths Continue at Yin - Mangaroon Diggers and Dealers Conference Presentation Rare Earth Ironstone and Carbonatite Drilling Update Change of Director Interests x 4 Application for quotation of securities - DRE Cleansing Notice Quarterly Cashflow Report – June 2023 Quarterly Activities Report – June 2023 Noosa Mining Conference – Investor Presentation High-Grade Rare earth & Niobium Zones at C3 & C5 - Mangaroon Notification regarding unquoted securities - DRE High-Grade Rare Earth & Niobium Zones at C3 & C5 - Mangaroon Successful Junior Minerals Exploration Incentive Application 40% Increase in Resource Tonnage at Yin -Mangaroon Trading Halt Gold Coast Investment Showcase Presentation Highly Conductive Anomalies Enhance Orion Look-Alikes Notification regarding unquoted securities - DRE Yin Extended by 1km & 2.5km of High-Grade NdPr Discoveries Mangaroon Gold Review and Further Consolidation - Amended Proposed issue of securities - DRE Mangaroon Gold Review and Further Consolidation Debbie Fullarton Appointed as Chief Financial Officer Metallurgical Test Work Supports High-Value Concentrate Application for quotation of securities - DRE Cleansing Notice 10 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DIRECTORS’ REPORT ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement 18/05/2023 15/05/2023 08/05/2023 03/05/2023 28/04/2023 27/04/2023 28/04/2023 27/04/2023 26/04/2023 13/04/2023 06/04/2023 06/04/2023 05/04/2023 04/04/2023 04/04/2023 04/04/2023 04/04/2023 03/04/2023 29/03/2023 29/03/2023 24/03/2023 15/03/2023 13/03/2023 03/03/2023 03/03/2023 03/03/2023 02/03/2023 02/03/2023 02/03/2023 24/02/2023 22/02/2023 16/02/2023 16/02/2023 13/02/2023 10/02/2023 08/02/2023 08/02/2023 08/02/2023 08/02/2023 08/02/2023 01/02/2023 01/02/2023 01/02/2023 30/01/2023 30/01/2023 30/01/2023 30/01/2023 27/01/2023 24/01/2023 23/01/2023 20/01/2023 17/01/2023 16/01/2023 13/01/2023 13/01/2023 11/01/2023 28/12/2022 22/12/2022 16/12/2022 Additional Orion Look-Alikes from Auger Program Change of Directors Interest Notice - Philip Crutchfield Additional Ironstones and Carbonatites Expanded Webinar Presentation Webinar Invitation to Shareholders Quarterly Cashflow Report - March 2023 Quarterly Activities Report - March 2023 Initial High-Grade Gold Resource at Metzkes Find $440,000 in Drilling Grants for Mangaroon and Orion Response to ASX Price Query Managing Director Contract Amendments Change of Directors Interests Notice - Philip Crutchfield Future Facing Commodities Conference Presentation Change of Director Interests x 2 Cleansing Notice Application for quotation of securities – DRE Application for quotation of securities - DRE Carbonatites Deliver Thick, Near Surface REE Results Results of Meeting Yin Resource to Grow, Carbonatite Drilling Commenced Five Strong EM Conductors at Mangaroon Ni-Cu-PGE Project Half Yearly Report and Accounts - 31 December 2022 Successful Yin Extensional Drilling Results - Mangaroon Notification regarding unquoted securities - DRE Notification regarding unquoted securities - DRE S&P DJI Announces March 2023 Quarterly Rebalance Initial Directors Interest Notice - Anthony Robert Gee Proposed issue of securities - DRE Appointment of Non-Executive Director Notice of General Meeting 2023 Drilling Campaign Commenced at Mangaroon Change in substantial holding RIU Explorers Conference Presentation REE Ironstone Exploration Target Defined Notification regarding unquoted securities - DRE RIU Explorers Event Guide in The Australian Newspaper Cleansing Notice Application for quotation of securities - DRE Application for quotation of securities - DRE Bresnahan Emerging as a Light & Heavy Rare Earth Province Proposed issue of securities - DRE Proposed issue of securities - DRE $21.4M Raising to Accelerate World-Class Mangaroon Project Quarterly Presentation Quarterly Cashflow Report - December 2022 Quarterly Activities Report - December 2022 Trading Halt Mineralised REE Ironstones Increased by 13kms to 43kms Carbonatite Discovery Shaping as Regional Rare Earth Source Trading Halt Release of Shares from Escrow Sabre - Y8 Rare Earth Ironstone Discovery Confirmed Change of Directors Interest Notices x 3 Application for quotation of securities - DRE Cleansing Notice Change of Directors Interest Notices x 3 Initial High-Grade, Independent Resource Over 3kms at Yin Trading Halt Cleansing Notice DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 11 DIRECTORS’ REPORT ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement 16/12/2022 16/12/2022 13/12/2022 09/12/2022 06/12/2022 02/12/2022 02/12/2022 01/12/2022 30/11/2022 30/11/2022 30/11/2022 23/11/2022 23/11/2022 21/11/2022 11/11/2022 10/11/2022 10/11/2022 10/11/2022 10/11/2022 03/11/2022 01/11/2022 01/11/2022 01/11/2022 01/11/2022 01/11/2022 31/10/2022 31/10/2022 31/10/2022 26/10/2022 26/10/2022 26/10/2022 24/10/2022 17/10/2022 12/10/2022 03/10/2022 28/09/2022 28/09/2022 28/09/2022 15/09/2022 15/09/2022 14/09/2022 14/09/2022 14/09/2022 12/09/2022 12/09/2022 09/09/2022 08/09/2022 06/09/2022 05/09/2022 05/09/2022 02/09/2022 02/09/2022 01/09/2022 30/08/2022 22/08/2022 17/08/2022 15/08/2022 10/08/2022 05/08/2022 Application for quotation of securities - DRE Notification regarding unquoted securities - DRE Thick Mineralisation Continues at C3, 2022 Drilling Complete Change of Share Registry Adoption of Updated Constitution Final Directors Interest Notice - Ian Gordon AMD: Strickland Sale Further Cash Payment Received Change of Registered Address Results of Annual General Meeting AGM Presentation Chairmans Address to Shareholders RIU Resurgence Conference Presentation Multiple, Large Scale REE-Nb-Ti-P Carbonatites Broad, High-Grade Assays at Yin REE Discovery Noosa Mining Conference Presentation Cleansing Notice Application for quotation of securities - DRE Board Changes Exploration Update Mangaroon Ni-Cu-PGE (FQM Earn-In) Amendment to ASX Release 1 November 202 Cleansing Notice Application for quotation of securities - DRE Application for quotation of securities – DRE Application for quotation of securities - DRE Successful Drill Results Across Multiple Metals Notice of Annual General Meeting/Proxy Form Quarterly Cashflow Report - September 2022 Quarterly Activities Report - September 2022 Proposed issue of securities - DRE Proposed issue of securities - DRE Tenement Acquisitions Broad, High-Grade Assays at Yin REE Discovery - Mangaroon Mineralised Carbonatites Discovered at C3 and C4 - Mangaroon Broad, High-Grade Assays at Yin REE Discovery - Mangaroon Commencement of Regional Auger Program - Tarraji-Yampi Appendix 4G and 2022 Corporate Governance Statement Annual Report to Shareholders Drilling commenced C-C5 & Y8 Discovery Cleansing Statement – Early Exercise of Options Application for quotation of securities - DRE Initial Director’s Interest Notice - Philip Crutchfield Final Director’s Interest Notice – Paul Payne Board Changes Proposed issue of securities - DRE Star of Mangaroon Acquisition & Consolidation Investor Webinar Presentation Recording New World Metals Conference Presentation Investor Webinar Presentation Thick Rare Earth Ironstones Confirmed at Sabre(Y3) Discovery Further Assays Confirm Yin as Significant REE Discovery Change of Auditor Investor Webinar Trading Halt Mangaroon Ni-Cu-PGE Project Advances to $12m Earn-in Yin Drilling Complete, Significant Growth Potential Long-Term Incentives on Delivery of Significant REE Resource Nine Orion Look-alikes from Auger Program, More to Come Diamond Drilling Commenced at Yin Rare Earth Discovery Application for quotation of securities - DRE 12 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DIRECTORS’ REPORT ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement ASX Announcement 05/08/2022 02/08/2022 01/08/2022 01/08/2022 01/08/2022 01/08/2022 01/08/2022 01/08/2022 29/07/2022 29/07/2022 29/07/2022 29/07/2022 28/07/2022 25/07/2022 15/07/2022 15/07/2022 13/07/2022 11/07/2022 07/07/2022 Cleansing Notice - Placement AMD: Completion of Sale of Strickland Copper Gold Project WA Cleansing Notice Application for quotation of securities - DRE Completion of Acquisition – Central Yilgarn Project Proposed issue of securities - DRE Proposed issue of securities - DRE Capital Raise to Accelerate Large Scale Rare Earth Discovery Corporate Presentation – July 2022 Trading Halt Quarterly Cashflow Report – June 2022 Quarterly Activities Report – June 2022 Assays Confirm Yin as a High-Grade Rare Earth Discovery Rare Earth Ironstones Confirmed Over 3km of Strike at Yn Proposed issue of securities - DRE Notification regarding unquoted securities - DRE AMD: Divestment of Strickland Gold Project WA Significant Regional Consolidation – Central Yilgarn Project Exercise of Option Consolidates Ownership of Illaara DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 13 DIRECTORS’ REPORT INFORMATION ON DIRECTORS Directors have been in office for the entire period unless otherwise stated. PAUL CHAPMAN B.Comm, CA, Grad. Dip. Tax, MAICD, MAusIMM Independent Non-Executive Chairman Experience and Expertise Mr Chapman is a company director with over 30 years in the resource sector. Mr Chapman has held senior management roles across a range of commodity businesses and public companies in Australia and the USA. Mr Chapman was a founding director and shareholder of Reliance Mining, Encounter Resources, Rex Minerals, Silver Lake Resources, Black Cat Syndicate and Dreadnought Resources. Interests in shares, performance rights and options • 317,938,084 shares Other current directorships Mr Chapman is the non-executive chairman of Meeka Metals Limited (ASX:MEK) (since May 2022). Mr Chapman is a non-executive director of Sunshine Metals Limited (ASX:SHN) (since November 2020). Mr Chapman is a non-executive chairman of Black Cat Syndicate Limited (ASX:BC8) (since August 2017). Mr Chapman is a non-executive chairman of Encounter Resources Limited (ASX:ENR) (since October 2005). Former directorships in the last 3 years None. DEAN TUCK B.Sc (Hons), FGAA, MAIG Managing Director Experience and expertise Mr Tuck is an experienced geologist and exploration manager having worked across a wide range of commodities in Australia, Brazil and Southeast Asia from project generation through to resource evaluation. He has held senior level positions at BHP Billiton and ASX listed junior explorers. Mr Tuck has been instrumental in a number of discoveries including the Strickland gold, Mallinda and Mallina LCT pegmatites and Wonmunna iron ore. Interests in shares, performance rights and options • 27,710,317 shares • 36,500,000 options Other current directorships None. Former directorships in the last 3 years Mr Tuck resigned as non-executive director of Caeneus Minerals Limited (ASX:CAD) on 6 December 2022. PHILIP CRUTCHFILED B. Comm, LLB (Hons), LL.M LSE Non-executive Director (Appointed 13 September 2022) Experience and expertise Mr Crutchfield is a senior barrister specialising in commercial law. Mr Crutchfield is also a long standing and second largest shareholder in Dreadnought. Interests in shares, performance rights and options • 94,279,001 shares • 853,098 options Other current directorships Mr Crutchfield is a non-executive director of Black Cat Syndicate Limited (ASX:BC8) (since 6 April 2021). Mr Crutchfield is a non-executive director of Hamelin Gold Limited (ASX:HMG) (since 31 August 2021). Mr Crutchfield is a non-executive director of Encounter Resources Limited (ASX:ENR) (since 9 October 2019). Former directorships in the last 3 years Mr Crutchfield was a non-executive director of Applyflow Limited (ASX:AFW) (from 17 October 2019 until 31 July 2023). ROBERT GEE B Sc (Hons), PhD, Grad Cert Management Non-executive Director (Appointed 2 March 2023) 14 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DIRECTORS’ REPORT Experience and Expertise Dr Gee is an experienced hydrometallurgist and technical manager with over thirty years’ experience in the resources and battery chemicals sectors, with significant focus on critical minerals extraction. Dr Gee has held senior positions in both private and public sectors working in operations, technical development, and consulting. Dr Gee has worked for several small and large organisations including BHP Group Limited and the Australian Nuclear Science and Technology Organisation. Interests in shares, performance rights and options • 600,000 shares • 1,223,151 options Other current directorships None. Former directorships in the last 3 years None. IAN GORDON B.Comm, MAICD Non-executive Director (Appointed 21 December 2017) (Resigned 30 November 2022) PAUL PAYNE B.AppSc Grad Dip Min Ec, FAusIMM Non-executive Director (Appointed 21 December 2017) (Resigned 13 September 2022) COMPANY SECRETARY JESSAMYN LYONS BComm, AGIA ICSA (Grad Dip Applied Corporate Governance) (Appointed 1 July 2020) Experience and expertise Ms Lyons is a Chartered Secretary, a Fellow of the Governance Institute of Australia and holds a Bachelor of Commerce from the University of Western Australia with majors in Investment Finance, Corporate Finance and Marketing. Ms Lyons also has 15 years of experience working in the stockbroking and banking industries and has held various positions with Macquarie Bank, UBS Investment Bank (London) and more recently Patersons Securities. MEETINGS OF DIRECTORS The numbers of meetings of the Company's Board held during the year ended 30 June 2023, and the numbers of meetings attended by each director were as follows: P Chapman D Tuck P Crutchfield R Gee I Gordon P Payne Meetings of Directors A 9 9 5 3 6 4 B 9 9 5 3 6 4 A = number of meetings attended B = Number of meetings held during the time the director held office during the year and was eligible to attend A Remuneration and Nomination Committee was formed comprising of Philip Crutchfield as Chair, and Robert Gee and Paul Chapman as members with an initial meeting held on 26 June 2023 at which all members were present. The size of the Company does not warrant a separate Audit & Risk Committee at this time; accordingly, the full Board performs these roles. PROCEEDINGS ON BEHALF OF THE GROUP No person has applied to the Court under section 237 of the Corporations Act 2001 for leave to bring proceedings on behalf of the Group or intervene in any proceedings to which the Group is a party for the purpose of taking responsibility on behalf of the Group for all or any part of those proceedings. INDEMNIFICATION AND INSURANCE OF OFFICERS The Company has indemnified the directors and officers for costs incurred, in their capacity as a director or officer of the Company, for which they may be held personally liable, except where there is a lack of good faith. During the financial year, the Company paid a premium in respect of a contract to insure the directors and officers of the Company against a liability to the extent permitted by the Corporations Act 2001. The contract of insurance prohibits disclosure of the nature of the liability and the amount of the premium. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 15 DIRECTORS’ REPORT NON-AUDIT SERVICES The Group may decide to employ the auditor on assignments additional to their statutory duties where the auditors’ expertise and experience with the Group are important. The Board is satisfied that the provision of any such non-audit services is compatible with the general standard of independence for auditors imposed by the Corporations Act 2001. The Board is also satisfied that the services disclosed below did not compromise the external auditor’s independence for the following reasons: • all non-audit services are reviewed and approved by the Board prior to commencement to ensure they do not adversely affect the integrity and objectivity of the auditor; and the nature of the services provided do not compromise the general principles relating to auditor independence in accordance with APES 110: Code of Ethics for Professional Accountants (including Independence Standards) set by the Accounting Professional and Ethical Standards Board. • There were no fees for non-audit services paid or payable to the external auditors of the Company, their related practices or non- related audit firms during the year ended 30 June 2023. SHARES UNDER OPTION At the date of this report unissued ordinary shares of the Company under option are: Number Type Options Options Options Options Options Options Options Options Options Total Options Expiry date 30/06/2024 09/04/2024 02/07/2024 11/08/2024 26/11/2024 14/07/2025 16/12/2025 02/03/2026 14/06/2026 Exercise price $0.0050 $0.0050 $0.0400 $0.0600 $0.0600 $0.0650 $0.1575 $0.1200 $0.0750 1,500,000 30,000,000 12,100,000 2,000,000 2,000,000 8,500,000 853,098 1,223,151 2,000,000 60,176,249 Vested Unvested 1,500,000 30,000,000 9,600,000 1,000,000 1,000,000 4,250,000 853,098 1,223,151 - 49,426,249 - - 2,500,000 1,000,000 1,000,000 4,250,000 - - 2,000,000 10,750,000 Shares issued prior to or since year end as a result of exercise of options / performance rights: Type Exercised Date granted Exercise price Number of shares issued Options Options Options Options Options Options Options Options Performance Rights Performance Rights Options Options Options Performance Rights Performance Rights Performance Rights Performance Rights Performance Rights Performance Rights Performance Rights Performance Rights Performance Rights Performance Rights Performance Rights Performance Rights Performance Rights Performance Rights 02/07/2021 30/11/2020 30/11/2020 19/11/2020 02/07/2021 16/08/2019 06/07/2021 06/07/2021 30/11//2022 08/12/2022 25/05/2020 25/05/2020 25/05/2020 30/11/2022 08/12/2022 03/02/2022 30/01/2023 02/03/2023 31/05/2023 04/07/2023 30/11//2022 08/12/2022 03/02/2022 30/01/2023 02/03/2023 31/05/2023 04/07/2023 $0.0400 $0.0100 $0.0100 $0.0200 $0.0400 $0.0050 $0.0400 $0.0400 $0.0000 $0.0000 $0.0060 $0.0060 $0.0060 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 1,500,000 1,250,000 1,500,000 750,000 900,000 2,000,000 1,500,000 500,000 2,266,667 7,916,668 5,000,000 5,000,000 10,000,000 2,266,667 7,916,668 750,000 1,066,666 300,000 1,500,000 750,000 2,266,667 7,916,663 750,000 1,066,666 300,000 1,500,000 750,000 Date exercised 15/09/2022 31/10/2022 31/10/2022 31/10/2022 31/10/2022 08/02/2023 08/02/2023 08/02/2023 13/01/2023 13/01/2023 04/04/2023 24/05/2023 24/05/2023 01/08/2023 01/08/2023 01/08/2023 01/08/2023 01/08/2023 01/08/2023 01/08/2023 4/09/2023 4/09/2023 4/09/2023 4/09/2023 4/09/2023 4/09/2023 4/09/2023 Amount paid for shares ($) 60,000 12,500 15,000 15,000 36,000 10,000 60,000 20,000 - - 30,000 30,000 60,000 - - - - - - - - - - - - - - 16 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DIRECTORS’ REPORT REMUNERATION REPORT – AUDITED The remuneration report is set out under the following main headings: A. Principles used to determine the nature and amount of remuneration B. Details of remuneration C. Share-based compensation D. Shareholdings E. Use of Remuneration Consultants F. Relationship between remuneration and Company performance G. Other transactions with key management personnel and their related parties H. Key Management Personnel loans The information provided in this remuneration report has been audited as required by section 308(3C) of the Corporations Act 2001. A. Principles used to determine the nature and amount of remuneration The Group's policy for determining the nature and amounts of remuneration of directors and key management personnel of the Group is outlined below. • The Company's constitution specifies that the total amount of remuneration of non-executive directors shall be fixed from time to time by a general meeting. The current fixed amount for non-executive directors has been set at $400,000 per annum. Directors may apportion up to this fixed amount amongst the non-executive directors as they determine. Directors are also entitled to be paid reasonable travelling, accommodation and other expenses incurred in performing their duties as directors. Non-executive and executive directors’ remuneration is primarily by way of fees and statutory superannuation contributions and are eligible to participate in the Company’s Equity Incentive Plan as noted below. • The Company’s Equity Incentive Plan (” Plan”) was approved by shareholders on 30 November 2022. Directors are eligible to participate in the Plan. The Plan enables the Board to offer eligible employees and directors’ options to acquire ordinary fully paid shares in the Company. Under the terms of the Plan, options and performance rights may be offered to the Company's eligible employees at no cost or no more than nominal monetary consideration unless otherwise determined by the Board in accordance with the terms and conditions of the Plan. The objective of the Plan is to align the interests of employees and shareholders by providing employees of the Company with the opportunity to participate in the equity of the Company as an incentive to achieve greater success and value for the Company and to maximise the long-term performance of the Company. • The Company's remuneration structure is based on several factors including the financial position of the Company and the experience and performance of an individual in meeting key objectives of the Company. The Board is responsible for assessing relevant employment market conditions and achieving the overall, long-term objective of maximising shareholder wealth, through the retention of high-quality personnel. The Company does not emphasise cash bonus schemes or other incentive- based cash payments given the nature of the Company's business as a mineral exploration entity. However, the Board may approve the payment of cash bonuses from time to time to reward individual performance in achieving key objectives as considered appropriate by the Board. Voting and comments made at the Company’s 2022 Annual General Meeting (“AGM”): The Company received more than 99% of ‘yes’ votes on its remuneration report for the 2022 financial year. The Company did not receive any specific feedback at the AGM or throughout the year on its remuneration practices. B. Details of remuneration This report details the nature and amount of remuneration for each key management person of the Company. The names and positions held by directors and key management personnel of the Company during the financial year are: • Mr P Chapman – Chairman, non-executive (appointed 9 April 2019) • Mr D Tuck – Managing Director (appointed 9 April 2019) • Mr P Crutchfield – Director, non-executive (appointed 13 September 2022) • Dr R Gee – Director, non-executive (appointed 2 March 2023) • Mr I Gordon – Director, non-executive (since 21 December 2017, resigned 30 November 2022) • Mr P Payne – Director, non-executive (since 21 December 2017, resigned 13 September 2022) • Ms D Fullarton – Chief Financial Officer (appointed 14 June 2023) The remuneration policy of the Group has been designed to align key management personnel objectives with shareholder and business objectives by providing a fixed remuneration component which is assessed on an annual basis in line with market rates. By providing components of remuneration that are indirectly linked to share price appreciation (in the form of options and/or performance rights), executive, business and shareholder objectives are aligned. The Board believes the remuneration policy to be appropriate and effective in its ability to attract and retain the best key management personnel to run and manage the Company, as well as create goal congruence between directors and shareholders. The remuneration policy and the relevant terms and conditions have been developed by the Remuneration & Nomination Committee. In determining competitive remuneration rates, the Board reviews trends among comparative companies and industry generally. It examines terms and conditions for employee incentive schemes, benefit plans and share plans. Reviews are performed to confirm that executive remuneration is in line with market practice and is reasonable in the context of Australian executive remuneration practices. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 17 DIRECTORS’ REPORT REMUNERATION REPORT – AUDITED (continued) B. Details of remuneration (continued) The Company is an exploration entity, and therefore speculative in terms of performance. Consistent with attracting and retaining talented executives, directors and executives are paid market rates associated with individuals in similar positions, within the same industry. (a) Executive remuneration – Mr D Tuck (appointed 9 April 2019) Mr Dean Tuck, Managing Director, was employed by the Group in accordance with the terms and conditions outlined within his service agreement dated 6 April 2023. For the year ended 30 June 2023, Mr Tuck received a base salary of $250,000 in short term remuneration (2022: $225,750), with a further $25,292 in post-employment superannuation contributions (2022: $25,575). Both parties may terminate the employment agreement by giving notice of termination to each other on not less than six (6) months’ notice in writing. Details of the balance of unlisted incentive options granted to the Managing Director during prior periods, but not fully exercised: • On 16 August 2019, 10,500,000 unlisted incentive options were granted, exercisable at $0.005, with a fair value of $51,331, expiring on 30 June 2024 and vesting immediately. 2,000,000 of these options were exercised during the year (2022: 3,000,000). As at 30 June 2023, there were 1,500,000 options remaining. • On 23 December 2019, 30,000,000 unlisted incentive options were granted, exercisable at $0.005, with a fair value of $177,184 expiring on 9 April 2024. 25% vested on 30 June 2020, 25% vested on 30 June 2021, 25% vested on 30 June 2022 and 25% vested on 30 June 2023. These options are therefore fully vested. As at 30 June 2023, there were 30,000,000 options remaining. • On 24 November 2021, 5,000,000 unlisted incentive options were granted, exercisable at $0.04, with a value of $186,900, expiring on 2 July 2024. 50% vested on 2 July 2022 and 50% vested on 2 July 2023. Only 2,500,000 of these options are fully vested at 30 June 2023. As at 30 June 2023, there were 5,000,000 options remaining. (b) Executive remuneration – Ms D Fullarton (appointed 14 June 2023) Ms Debbie Fullarton, Chief Financial Officer, was employed by the Group in accordance with the terms and conditions outlined within her service agreement dated 14 June 2023. Her annual base salary was set at $250,000 with post-employment superannuation contributions at the statutory rate. Both parties may terminate the employment agreement by giving notice of termination to each other on not less than three (3) months’ notice in writing. Ms Fullarton was granted the following incentive options on 31 May 2023: • 2,000,000 unlisted incentive options exercisable at $0.075, with a fair value of $54,220, expiring on 14 June 2026 and vesting after 12 months of continuous service. (c) Non-Executive remuneration The agreements in place during the 2023 financial year with the non-executive chairman, P Chapman and the non-executive directors, P Crutchfield, R Gee, I Gordon, and P Payne are summarised below: • Term of agreement is renewed annually. • Fee of $60,000 per annum (plus minimum statutory superannuation entitlements) paid for the 2023 financial year. • No payment of termination benefits. • Annual election in writing to take base fee in options under the Company’s Equity Incentive Plan. (d) Performance rights On 30 November 2022, the Company granted 6,800,000 unlisted performance rights via the Equity Incentive Plan to directors of the Company. The performance rights are subject to the following vesting conditions: • Tranche 1: A Resource of at least the Inferred category of 10Mt @ > 1% TREO by 31 December 2022. • Tranche 2: A Resource of at least the Inferred category of 20Mt @ > 1% TREO by 31 December 2023. • Tranche 3: A Resource of at least the Inferred category of 30Mt @ > 1% TREO by 31 December 2024. On 2 March 2023, 600,000 unlisted performance rights were granted to a new director subject to the following vesting conditions: • Tranche 2: A Resource of at least the Inferred category of 20Mt @ > 1% TREO by 31 December 2023. • Tranche 3: A Resource of at least the Inferred category of 30Mt @ > 1% TREO by 31 December 2024. On 31 May 2023, 3,000,000 unlisted performance rights were granted to the Chief Financial Officer subject to the following vesting conditions: • Tranche 2: A Resource of at least the Inferred category of 20Mt @ > 1% TREO by 31 December 2023. • Tranche 3: A Resource of at least the Inferred category of 30Mt @ > 1% TREO by 31 December 2024. Tranche 1: vested on 31 December 2022, when the Company announced an Inferred Resource of 14.36Mt @ 1.13% TREO. Tranche 2: vested on 5 July 2023, when the Company announced an Inferred and Indicated Resource of 20.06Mt @ 1.03% TREO. Tranche 3: vested on 28 August 2023 when the Company announced global REE Resources of 30.90 Mt @ 1.02% TREO with the addition of the 10.84Mt @ 1.0% TREO at C3. 18 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DIRECTORS’ REPORT REMUNERATION REPORT – AUDITED (continued) Details of key management personnel (KMP) remuneration Short-Term (a) Post-employment (b) KMP Salary / fees 2023 Directors D Tuck P Chapman P Crutchfield1 R Gee2 I Gordon3 P Payne4 Other D Fullarton5 Total 2022 Directors D Tuck6 P Chapman I Gordon3 P Payne4 Total $ 250,000 55,961 47,076 20,000 22,038 10,385 9,615 415,075 255,750 36,000 36,000 38,769 366,519 Annual leave entitlements $ 26,028 - - - - - 740 26,768 19,231 - - - 19,231 SUB TOTAL Share-based payments (Fair Value at grant, expensed over vesting period) Options Performance rights TOTAL Total performance related Options as % of total Superannuation $ $ (vested) $ (unvested) $ (vested) $ (unvested) $ $ 25,292 5,876 4,943 2,100 2,314 1,090 1,010 42,625 25,575 3,600 3,600 3,863 36,638 301,320 61,837 52,019 22,100 24,352 11,475 0 11,365 484,468 300,556 39,600 39,600 42,632 422,388 37,636 - 55,406 60,778 - - 46,725 - - - - 166,667 30,000 30,000 - - 135,595 24,407 24,407 13,944 - - 687,943 116,244 161,832 96,822 24,352 11,475 - 153,820 4,518 51,243 - 226,667 14,393 212,746 30,276 1,25,944 - - - - - 83,721 - - - 83,721 - - - - - - - - - - 384,277 39,600 39,600 42,632 506,109 % 56% 47% 34% 14% - - 48% - - - - % 12% - 34% 63% - - 15% 22% - - - 1Appointed 13 September 2022. 2Appointed 2 March 2023. 3Appointed 17 December 2017, resigned 30 November 2022. 4Appointed 17 December 2017, resigned 13 September 2022. 5Appointed 14 June 2023. 6Note the 2022 salary for D Tuck comprises a base salary of $250,000 and leave encashment of $5,750. (a) There were no short-term cash bonuses or non-monetary benefits. (b) There were no post-employment retirement benefits. (c) There were no termination benefits. (d) There were no long-term incentive plans. DIRECTORS’ REPORT REMUNERATION REPORT – AUDITED (continued) C. Share-based compensation Equity Incentive Plan The Company has an Equity Incentive Plan approved by shareholders that enables the Board to offer eligible employees and directors the option to acquire ordinary fully paid shares in the Company. Under the terms of the Plan, options to acquire ordinary fully paid shares may be offered to the Company's eligible employees at no cost unless otherwise determined by the Board in accordance with the terms and conditions of the Plan. Options granted as remuneration The terms and conditions of incentive options over ordinary shares granted to key management personnel of the Company during the year affecting their remuneration in this financial year or future reporting years are as follows: Name Directors P Crutchfield R Gee Other D Fullarton Number of options granted Grant date Vesting date and exercisable date Expiry Date Exercise Price Fair value per option at grant date 853,098 1,223,151 30 November 2022 2 March 2023 Immediately Immediately 16 December 2025 2 March 2026 $0.1575 $0.1200 $0.0649 $0.0497 2,000,000 31 May 2023 After 12 months 14 June 2026 $0.0750 $0.0271 Options granted carry no dividend or voting rights. All options were granted over unissued fully paid ordinary shares in the Company. Options vest based on the provision of service over the vesting period whereby the key management personnel become beneficially entitled to the option on vesting date. Options are exercisable by the holder as from the vesting date. There has not been any alteration to the terms or conditions of the grant since the grant date. There are no amounts paid or payable by the recipient in relation to the granting of such options other than on their potential exercise. Shares issued on exercise of remuneration options On 8 February 2023, D Tuck exercised 2,000,000 options granted as remuneration during prior years for an amount of $10,000. Performance rights granted as remuneration The terms and conditions of performance rights over ordinary shares granted to key management personnel of the Company during the year affecting their remuneration in this financial year or future reporting years are as follows: Name Directors D Tuck P Chapman P Crutchfield R Gee Other D Fullarton Number of performance rights granted Grant date Tranche 1,666,666 1,666,667 1,666,667 300,000 300,000 300,000 300,000 300,000 300,000 300,000 300,000 1,500,000 1,500,000 30 November 2022 30 November 2022 30 November 2022 2 March 2023 31 May 2023 Tranche 1 Tranche 2 Tranche 3 Tranche 1 Tranche 2 Tranche 3 Tranche 1 Tranche 2 Tranche 3 Tranche 2 Tranche 3 Tranche 2 Tranche 3 Exercise Price Fair value per right at grant date $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.0000 $0.1000 $0.1000 $0.1000 $0.1000 $0.1000 $0.1000 $0.1000 $0.1000 $0.1000 $0.0800 $0.0800 $0.0500 $0.0500 Tranche 1: A Resource of at least the Inferred category of 10Mt @ > 1% TREO by 31 December 2022. Tranche 2: A Resource of at least the Inferred category of 20Mt @ > 1% TREO by 31 December 2023. Tranche 3: A Resource of at least the Inferred category of 30Mt @ > 1% TREO by 31 December 2024. Shares issued on exercise of remuneration performance rights On 31 December, Tranche 1 Performance Rights vested and subsequently 1,666,666 shares were issued to D Tuck, 300,000 shares to P Chapman and 300,000 shares to P Crutchfield on 13 January 2023 upon exercise of those rights. 20 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DIRECTORS’ REPORT REMUNERATION REPORT – AUDITED (continued) D. Key management personnel interests in options, performance rights and shares Options The number of options held by key management personnel of the Group during the financial year is as follows: Name Directors P Chapman D Tuck P Crutchfield1 R Gee2 I Gordon3 P Payne4 Other D Fullarton5 Balance at beginning of year Granted as remuneration during the year Options exercised Net change other Balance at year end Total vested 30/06/23 Total exercisable 30/06/23 - 38,500,000 - - - - - - 853,098 1,223,151 - - - (2,000,000) - - - - - 38,500,000 2,000,000 4,076,249 - (2,000,000) - - - - - - - - - 36,500,000 853,098 1,223,151 - - - 34,000,000 853,098 1,223,151 - - - 34,000,000 853,098 1,223,151 - - 2,000,000 40,576,249 - 36,076,249 - 36,076,249 Performance rights The number of performance rights held by key management personnel of the Group during the financial year is as follows: Balance at beginning of year Granted as remuneration during the year Performance rights exercised Net change other Balance at year end Total vested 30/06/23 Total exercisable 30/06/23 - - - - - - - - 900,000 5,000,000 900,000 600,000 - - (300,000) (1,666,666) (300,000) - - - 3,000,000 10,400,000 - (2,266,666) - - - - - - - - 600,000 3,333,334 600,000 600,000 - - 3,000,000 8,133,334 - - - - - - - - - - - - - - - - Name Directors P Chapman D Tuck P Crutchfield1 R Gee2 I Gordon3 P Payne4 Other D Fullarton5 Shareholdings The number of ordinary shares held by key management personnel of the Group during the financial year is as follows: Name Balance at beginning of year Participation in Placement during the year Issued on exercise of options / performance rights during the year Other changes during the year* Balance at end of year Directors P Chapman D Tuck P Crutchfield1 R Gee2 I Gordon3 P Payne4 Other D Fullarton5 311,038,084 20,710,317 - - 48,175,187 47,277,781 6,000,000 - 13,000,000 - - - 300,000 3,666,666 300,000 - - - - - 80,379,001 - (48,175,187) (47,277,781) 317,338,084 24,376,983 93,679,001 - - - - 427,201,369 - 19,000,000 - 4,266,666 - (15,073,967) - 435,394,068 *Other changes relate to initial director’s interest and subsequent market purchases. 1Appointed 13 September 2022. 2Appointed 2 March 2023. 3Appointed 17 December 2017, resigned 30 November 2022. Interest held at resignation date. 4Appointed 17 December 2017, resigned 13 September 2022. Interest held at resignation date. 5Appointed 14 June 2023. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 21 DIRECTORS’ REPORT REMUNERATION REPORT – AUDITED (continued) E. Use of Remuneration Consultants The Board seeks external remuneration advice as required and engaged BDO Reward Pty Ltd to assist with remuneration benchmarking for the: • Non-Executive Chairman, • Non-Executive Directors, • Managing Director, and • Chief Financial Officer. F. Relationship between remuneration and Company performance Earnings and total shareholder returns Remuneration for certain individuals is directly linked to the performance of the Group which is determined by exploration and evaluation outcomes. However, as required by regulation, details of the earnings, share price and total shareholders return for the last five years are as follows: Operating revenue Net profit/(loss) Share price at year end Annual VWAP 2023 $ 338,777 (5,521,985) 0.0520 0.0915 2022 $ (Restated) 91,927 (1,740,126) 0.0470 0.0424 2021 $ (Restated) 149,198 (1,435,981) 0.0240 0.0184 2020 $ 72,163 (1,215,539) 0.0060 0.066 2019 $ 3,474 (688,822) 0.0040 0.0042 Market capitalisation at year end Market capitalisation as at 30 June 2023 was $173,041,867. G. Other transactions with key management personnel and their related parties Transactions with key management personnel and their related parties recognised during the year (excluding re-imbursement of expenses incurred on behalf of the Company) relating to directors and their director related entities were as follows: Director Transaction P Chapman Payments to a director related entity for office rental (ie Stone Poneys Nominees Pty Ltd atf Chapman Superannuation Fund). The lease has been terminated effective 31 December 2021 2023 $ 2022 $ - 9,350 No amounts were owing to related parties as at 30 June 2023 (2022: nil) H. Key Management Personnel Loans There were no loans issued during the financial year (2022: Nil). Remuneration report ends. Auditor’s independence declaration A copy of the auditor's independence declaration as required under section 307C of the Corporations Act 2001 is set out immediately after this directors' report. The Directors’ Report, incorporating the Remuneration Report, is signed in accordance with the resolution of the Board of Directors. DEAN TUCK Managing Director Dated 19 September 2023 22 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 PKF Perth TO THE DIRECTORS OF DREADNOUGHT RESOURCES LIMITED In relation to our audit of the financial report of Dreadnought Resources Limited for the year ended 30 June 2023, to the best of my knowledge and belief, there have been no contraventions of the auditor independence requirements of the Corporations Act 2001 or any applicable code of professional conduct. PKF PERTH SHANE CROSS PARTNER 19 SEPTEMBER 2023 WEST PERTH, WESTERN AUSTRALIA Level 4, 35 Havelock Street, West Perth, WA 6005 PO Box 609, West Perth, WA 6872 T: +61 8 9426 8999 F: +61 8 9426 8900 www.pkfperth.com.au PKF Perth is a member firm of the PKF International Limited family of legally independent firms and does not accept any responsibility or liability for the actions or inactions of any individual member or correspondent firm or firms. Liability limited by a scheme approved under Professional Standards Legislation. 23 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Consolidated Statement of Profit or Loss and Other Comprehensive Income For the Year Ended 30 June 2023 Consolidated 30 June 2023 $ Note Other income Gain on fair value of financial asset Administration expenses Finance expense Exploration expenditure Legal fees Depreciation and amortisation expense Impairment of exploration expenditure Director and employee benefits expense Loss from continuing operations before income tax Income tax benefit 2 11 3 3 3 10 3 4 30 June 2022 $ (Restated)* 91,927 50,000 338,777 - (2,025,575) (793,691) (18,213) (42,312) (329,511) (268,852) (176,339) (132,811) (28,912) (62,114) (342,431) (123,715) (2,835,882) (562,457) (5,521,985) (1,740,126) - - Loss from continuing operations before income tax (5,521,985) (1,740,126) Other comprehensive loss, net of income tax - - Total comprehensive loss for the year (5,521,985) (1,740,126) Loss per share for loss attributable to the ordinary equity holders of the Company Basic loss per share (cents) Diluted loss per share (cents) Note Cents Cents 17 17 (0.18) (0.18) (0.06) (0.06) The above consolidated statement of profit or loss and comprehensive income should be read in conjunction with the accompanying notes. *The comparative information has been restated as a result of prior period adjustments discussed in Note 1(e). 24 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Consolidated Statement of Financial Position As at 30 June 2023 ASSETS Current Assets Cash and cash equivalents Trade and other receivables Other assets Exploration asset held for sale Financial assets Total Current Assets Non-Current Assets Property, plant, and equipment Right-of-use-assets Exploration assets Total Non-Current Assets Total Assets LIABILITIES Current Liabilities Trade and other payables Provisions Lease liability Total Current Liabilities Non-Current Liabilities Lease liability Other financial liabilities Total Non-Current Liabilities Total Liabilities Net Assets EQUITY Issued capital Reserves Accumulated losses Total Equity 30 June 2023 Note $ Consolidated 30 June 2022 $ (Restated)* 30 June 2021 $ (Restated)* 6 7 8 11 9 9 10 12 13 13 14 15 16 5,664,368 348,328 446,801 - 6,011,725 12,471,222 450,526 160,919 42,278,019 42,889,464 2,501,971 86,172 150,446 - 150,000 2,888,589 291,498 198,782 17,196,520 17,686,800 2,645,136 157,172 334,613 100,000 - 3,236,921 - - 10,213,312 10,213,312 55,360,686 20,575,389 13,450,233 4,197,297 144,397 34,192 1,222,313 95,023 29,742 4,375,886 1,347,078 143,384 - 143,384 177,577 - 177,577 807,641 62,986 - 870,627 - 578,947 578,947 4,519,270 1,524,655 1,449,574 50,841,416 19,050,734 12,000,659 97,104,008 1,933,230 60,954,153 770,418 52,030,339 904,031 (48,195,822) (42,673,837) (40,933,711) 50,841,416 19,050,734 12,000,659 The above consolidated statement of financial position should be read in conjunction with the accompanying notes. *The comparative information has been restated as a result of prior period adjustments discussed in Note 1(e). DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 25 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Consolidated Statement of Changes in Equity For the Year Ended 30 June 2023 Attributable to shareholders of Dreadnought Resources Limited Accumulated Losses Equity Reserve Share Based Payments Reserve $ $ $ Issued Capital $ Total Equity $ As at 1 July 2021, as previously reported 52,030,339 (40,775,595) 55,719 848,312 12,158,775 Adjustment for reimbursement of Earn in cost* - (158,116) - - (158,116) As at 1 July 2022, as restated* 52,030,339 (40,933,711) 55,719 848,312 12,000,659 Comprehensive income Loss for the year, as previously reported Adjustment for reimbursement of Earn in cost* Loss for the year, as restated* Other comprehensive loss Total comprehensive loss for the year Transactions with owners in their capacity as owners - - - - - (1,433,764) (306,362) (1,740,126) - (1,740,126) Share issues, net of transaction costs (Note 15) 7,509,657 Conversion of convertible notes Exercise of options (Note 15) Issue of options 655,719 758,438 - - - - - As at 30 June 2022, as restated 60,954,153 (42,673,837) Balance at 1 July 2022 Loss for year Other comprehensive loss Total comprehensive loss for the year Transactions with owners in their capacity as owners 60,954,153 (42,673,837) - - - (5,521,985) (5,521,985) Share issues, net of transaction costs (Note 14) 34,523,693 Issue of options Issue of performance rights Exercise of options (Note 15a) Redemption of performance rights (Note 15b) - - 702,829 923,333 - - - - - Balance at 30 June 2023 97,104,008 (48,195,822) - - - - - - (55,719) - - - - - - - - - - - - - - - - - - - - (467,239) 389,345 (1,433,764) (306,362) (1,740,126) - (1,740,126) 7,509,657 600,000 291,199 389,345 770,418 19,050,734 770,418 19,050,734 - - - - 617,418 1,823,056 (354,329) (923,333) (5,521,985) - (5,521,985) 34,523,693 617,418 1,823,056 348,500 - 1,933,230 50,841,416 The above consolidated statement of changes in equity should be read in conjunction with the accompanying notes. *The comparative information has been restated as a result of prior period adjustments discussed in Note 1(e). 26 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Consolidated Statement of Cash Flows For the Year Ended 30 June 2023 Consolidated 30 June 2023 Note $ 30 June 2022 $ (Restated)* CASH FLOWS FROM OPERATING ACTIVITIES: Payments to suppliers and employees (2,319,987) (1,262,281) Interest received Interest and other costs of finance paid Receipts from JV Partner Government grants 59,197 - 375,000 144,000 5,167 (5,945) 195,807 - Net cash (used in) operating activities 18 (1,741,790) (1,067,252) CASH FLOWS FROM INVESTING ACTIVITIES: Funds invested in term deposits Payments for exploration assets Payments for acquisition of tenements Payment for property, plant, and equipment Payments for acquisition of subsidiary Proceeds from sale of financial assets 11 (6,011,725) - (18,419,893) (6,457,880) (2,457,595) (30,000) (253,976) (325,215) (150,000) 183,039 - - Net cash (used in) investing activities (27,110,150) (6,813,095) CASH FLOWS FROM FINANCING ACTIVITIES: Proceeds from issue of shares Capital raising costs Exercise of options Payment of lease liability Net cash provided by financing activities Net increase/(decrease) in cash and cash equivalents held Cash and cash equivalents at beginning of year Cash and cash equivalents at end of financial year 33,750,000 8,000,000 (2,036,207) (518,843) 348,500 (47,956) 291,199 (35,174) 32,014,337 7,737,182 3,162,397 (143,165) 2,501,971 2,645,136 5,664,368 2,501,971 The above consolidated statement of cash flows should be read in conjunction with the accompanying notes. *The comparative information has been restated as a result of prior period adjustments discussed in Note 1(e). DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 27 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 1. Summary of Significant Accounting Policies The principal accounting policies adopted in the preparation of these consolidated Financial Statements are set out below. These policies have been consistently applied to all the periods presented, unless otherwise stated. The Financial Statements are for the consolidated entity consisting of Dreadnought Resources Limited and its subsidiaries. (a) Basis of Preparation These general-purpose financial statements have been prepared in accordance with Australian Accounting Standards and interpretations issued by the Australian Accounting Standards Board (AASB) and the Corporations Act 2001. Dreadnought Resources Limited is a for profit entity for the purpose of preparing the financial statements. (i) (ii) (iii) Compliance with IFRS These consolidated financial statements also comply with International Financial Reporting Standards (IFRS) as issued by the International Accounting Standards Board (IASB). Historical cost convention These financial statements have been prepared on an accrual basis, under the historical cost convention, as modified by the revaluation of financial assets through other comprehensive income. Critical accounting estimates The directors evaluate estimates and judgments incorporated into the financial report based on historical knowledge and best available current information. Estimates assume a reasonable expectation of future events and are based on current trends and economic data, obtained both externally and within the Group. (b) Going concern The financial statements have been prepared on a going concern basis which assumes the Company and Consolidated Group will have sufficient funds to pay its debts, as and when they become payable, for a period of at least 12 months from the date the financial report is authorised for issue. As at 30 June 2023, the Consolidated Group had net assets of $50,841,416 (2022: $19,050,734 (Restated)) and a working capital surplus of $8,095,336 (2022: working capital surplus of $1,541,511). In addition, during the financial year, the Consolidated Group had cash outflows from operating activities of $1,741,790 (2022: $1,067,252 (Restated)) and cash outflows from investing activities (including payments for exploration) of $27,110,150 (2022: 6,813,095 (Restated)). In August 2022, the Group completed a placement at $0.06 per share to institutional and sophisticated investors raising $12,000,000 (before costs). In addition, the Directors contributed a further $350,000 to the placement in December 2022. In February 2023, the Company completed a placement at $0.10 per share to institutional and sophisticated investors raising $20,000,000 (before costs). In addition, the Directors contributed a further $1,400,000 to the placement in April 2023. The Group’s cash flow forecast out to 30 September 2024 indicates that the Group will have sufficient cash flows to meet all commitments and working capital requirements for the 12-month period from the date of signing this financial report. To address the future funding requirements of the Group, the directors have: • developed a business plan that provides encouragement for investors to invest; and • continued their focus on maintaining an appropriate level of corporate overheads and projects spending in line with the Group’s available cash. Based on the cash flow forecasts, the directors are satisfied that the going concern basis of preparation is appropriate. 28 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 1. Summary of Significant Accounting Policies (continued) (c) Basis of Consolidation The Group financial statements consolidate those of the Parent and all of its subsidiaries. The Parent controls a subsidiary if it is exposed, or has rights, to variable returns from its involvement with the subsidiary and has the ability to affect those returns through its power over the subsidiary. All subsidiaries have a reporting date of 30 June. All transactions and balances between Group companies are eliminated on consolidation, including unrealised gains and losses on transactions between Group companies. Where unrealised losses on intra-group asset sales are reversed on consolidation, the underlying asset is also tested for impairment from a group perspective. Amounts reported in the financial statements of subsidiaries have been adjusted where necessary to ensure consistency with the accounting policies adopted by the Group. Where the Group loses control over a subsidiary, it derecognises the assets including goodwill, liabilities and non- controlling interest in the subsidiary together with any cumulative translation differences recognised in equity. The Group recognises the fair value of the consideration received and the fair value of any investment retained together with any gain or loss in profit or loss. Profit or loss and other comprehensive income of subsidiaries acquired or disposed of during the year are recognised from the effective date of acquisition, or up to the effective date of disposal, as applicable. Non-controlling interests, presented as part of equity, represent the portion of a subsidiary’s profit or loss and net assets that is not held by the Group. The Group attributes total comprehensive income or loss of subsidiaries between the owners of the parent and the non-controlling interests based on their respective ownership interests. (d) Investments in joint arrangements Joint arrangements represent the contractual sharing of control between parties in a business venture where unanimous decisions about relevant activities are required. Separate joint venture entities providing joint ventures with an interest to net assets are classified as a joint venture and accounted for using the equity method. Joint operations represent arrangements whereby joint operators maintain direct interests in each asset and exposure to each liability of the arrangement. The Group’s interests in assets, liabilities, revenue and expenses of joint operations are included in the respective line items of the consolidated financial statements. Gains and losses resulting from sales to a joint operation are recognised to the extent of the other parties’ interests. When the Group makes purchases from a joint operation, it does not recognise its share of the gains and losses from the joint arrangement until it resells those goods/assets to a third party. (e) Comparative Amounts Comparatives are consistent with prior years, unless otherwise stated. Where a change in comparatives has also affected the opening retained earnings previously presented in a comparative period, an opening statement of financial position at the earliest date of the comparative period has been presented. (i) Prior period adjustments In prior years, the Group has recorded the reimbursement of capitalised exploration costs by the earn-in party at the Mangaroon Ni-Cu-PGE Project as revenue in the consolidated statement of profit or loss and other comprehensive income. In substance, this is the portion of exploration costs required as part of the Earn-in Agreement and should not have been recognised as revenue. The reimbursement of capitalised exploration costs for the financial year ended 30 June 2022 amounted to $306,362 and for the financial year ended 30 June 2021 amounted to $158,116 totalling $464,478. For the year ended 30 June 2022, the net amount credited to capitalised exploration costs is $306,362 which relates to the total amounts received from the earn-in party of $393,122 previously recognised as other income less $86,760 which is now considered as actual revenue item in the consolidated statement of profit or loss. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 29 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 1. Summary of Significant Accounting Policies (continued) (e) Comparative Amounts (continued) (i) Prior period adjustments (continued) The following table summarises the impact of the prior period adjustment on the consolidated financial statements of the Group: Consolidated statement of profit or loss and other comprehensive income Receipts from Earn-in Loss before/after income tax for the period Total comprehensive loss for the period Consolidated statement of financial position Exploration assets Total assets Net assets Accumulated losses Total equity Consolidated statement of financial position Exploration assets Total assets Net assets Accumulated losses Total equity Consolidated statement of cash flows Receipts from JV Partner Net cash outflow from operating activities Payment for exploration and evaluation activities Net cash outflow from investing activities 30 June 2022 As reported $ Adjustment $ 30 June 2022 As restated $ 393,122 (1,433,764) (1,433,764) (306,362) (306,362) (306,362) 86,760 (1,740,126) (1,740,126) 30 June 2022 As reported $ Adjustment $ 30 June 2022 As restated $ 17,660,998 21,039,867 19,515,212 (42,209,359) 19,515,212 (464,478) (464,478) (464,478) (464,478) (464,478) 17,196,520 20,575,389 19,050,734 (42,673,837) 19,050,734 30 June 2021 As reported $ Adjustment $ 30 June 2021 As restated $ 10,371,428 13,608,349 12,158,775 (40,775,595) 12,158,775 (158,116) (158,116) (158,116) (158,116) (158,116) 10,213,312 13,450,233 12,000,659 (40,933,711) 12,000,659 30 June 2022 As reported $ Adjustment $ 30 June 2022 As restated $ 502,169 (760,890) (6,794,242) (7,119,457) (306,362) (306,362) 306,362 306,362 195,807 (1,067,252) (6,487,880) (6,813,095) The prior period adjustment did not have a material impact on basic or diluted loss per share. 30 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 1. Summary of Significant Accounting Policies (continued) (f) Income Tax The tax expense recognised in the profit or loss and other comprehensive income relates to current income tax expense plus deferred tax expense (being the movement in deferred tax assets and liabilities and unused tax losses during the year). Current tax is the amount of income taxes payable (recoverable) in respect of the taxable profit (tax loss) for the year and is measured at the amount expected to be paid to (recovered from) the taxation authorities, using the tax rates (and tax laws) that have been enacted or substantively enacted by the end of the reporting period. Deferred tax is provided on temporary differences which are determined by comparing the carrying amounts of tax bases of assets and liabilities to the carrying amounts in the consolidated financial statements. Deferred tax assets and liabilities are measured at the tax rates that are expected to apply to the period when the asset is realised or the liability is settled, based on tax rates (and tax laws) that have been enacted or substantively enacted by the end of the reporting period. Deferred tax consequences relating to a non-monetary asset carried at fair value are determined using the assumption that the carrying amount of the asset will be recovered through sale. Deferred tax assets are recognised for all deductible temporary differences and unused tax losses to the extent that it is probable that taxable profit will be available against which the deductible temporary differences and losses can be utilised. Current tax assets and liabilities are offset where there is a legally enforceable right to set off the recognised amounts and there is an intention either to settle on a net basis or to realise the asset and settle the liability simultaneously. Deferred tax assets and liabilities are offset where there is a legal right to set off current tax assets against current tax liabilities and the deferred tax assets and the deferred tax liabilities relate to income taxes levied by the same taxation authority on either the same taxable entity or different taxable entities which intend either to settle current tax liabilities and assets on a net basis, or to realise the assets and settle the liabilities simultaneously in each future period in which significant amounts of deferred tax liabilities or assets are expected to be settled or recovered. Current and deferred tax is recognised as income or an expense and included in profit or loss for the period except where the tax arises from a transaction which is recognised in other comprehensive income or equity, in which case the tax is recognised in other comprehensive income or equity respectively. Dreadnought Resources Limited and its wholly owned Australian subsidiaries have formed an income tax consolidated group under tax consolidation legislation. Each entity in the Group recognises its own current and deferred tax assets and liabilities. Such taxes are measured using the ‘stand-alone taxpayer’ approach to allocation. Current tax liabilities (assets) and deferred tax assets arising from unused tax losses and tax credits in the subsidiaries are immediately transferred to the head entity. The tax consolidated group has entered into a tax funding arrangement whereby each company in the Group contributes to the income tax payable by the Group in proportion to their contribution to the Group’s taxable income. Differences between the amounts of net tax assets and liabilities derecognised and the net amounts recognised pursuant to the funding arrangement are recognised as either a contribution by, or distribution to the head entity. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 31 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 1. Summary of Significant Accounting Policies (continued) (g) Leases The Group as lessee At inception of a contract, the Group assesses if the contract contains a lease or is a lease. If there is a lease present, a right-of-use asset and a corresponding lease liability are recognised by the Group where the Group is a lessee. However, all contracts that are classified as short-term leases (i.e. a lease with a remaining lease term of 12 months or less) and leases of low-value assets are recognised as an operating expense on a straight-line basis over the term of the lease. Initially the lease liability is measured at the present value of the lease payments still to be paid at the commencement date. The lease payments are discounted at the interest rate implicit in the lease. If this rate cannot be readily determined, the Group uses the incremental borrowing rate. Lease payments included in the measurement of the lease liability are as follows: • • fixed lease payments less any lease incentives variable lease payments that depend on an index or rate, initially measured using the index or rate at the commencement date the amount expected to be payable by the lessee under residual value guarantees the exercise price of purchase options if the lessee is reasonably certain to exercise the options lease payments under extension options if the lessee is reasonably certain to exercise the options • • • • payments of penalties for terminating the lease if the lease term reflects the exercise of an option to terminate the lease The right-of-use assets comprise the initial measurement of the corresponding lease liability, any lease payments made at or before the commencement date and any initial direct costs. The subsequent measurement of the right-of-use assets is at cost less accumulated depreciation and impairment losses. Right-of-use assets are depreciated over the lease term or useful life of the underlying asset, whichever is the shortest. Where a lease transfers ownership of the underlying asset or the cost of the right-of-use asset reflects that the Group anticipates exercising a purchase option, the specific asset is depreciated over the useful life of the underlying asset. (h) Revenue and other income (including government grants) Revenue is recognised when or as the Group transfers control of goods or services to a customer at the amount to which the Group expected to be entitled. If the consideration promised includes a variable amount, the Group estimates the amount of consideration to which it will be entitled. Revenue is measured at the transaction price received or receivable (which excludes estimates of variable consideration) allocated to the performance obligation satisfied and represents amounts receivable for services provided in the normal course of business, net of discounts, GST, and other sales related taxes. Where the expected period between transfer of a promised service and payment from the customer is one year or less no adjustment for a financing component is made. Revenue arising from the provision of services is recognised when and to the extent that the customer simultaneously receives and consumes the benefits of the Group’s performance, or the Group does not create an asset with an alternative use but has an enforceable right to payment for performance completed to date. Interest revenue is recognised as interest accrues using the effective interest method. This is a method of calculating the amortised cost of a financial asset and allocating the interest income over the relevant period using the effective interest rate, which is the rate that exactly discounts estimated future cash receipts through the expected life of the financial asset to the net carrying amount of the financial asset. Other revenue is recognised when it is received or when the right to receive payment is established. Government assistance revenue is recognised when it is received or when the right to receive payment is established. (i) Goods and Services Tax (GST) Revenue, expenses, and assets are recognised net of the amount of goods and services tax (GST), except where the amount of GST incurred is not recoverable from the Australian Taxation Office (ATO). Receivables and payable are stated inclusive of GST. 32 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 1. Summary of Significant Accounting Policies (continued) (i) Goods and Services Tax (GST) (continued) The net amount of GST recoverable from, or payable to, the ATO is included as part of receivables or payables in the statement of financial position. Cash flows in the statement of cash flows are included on a gross basis and the GST component of cash flows arising from investing and financing activities which is recoverable from, or payable to, the taxation authority is classified as operating cash flows. (j) Property, Plant and Equipment Where the cost model is used, the asset is carried at its cost less any accumulated depreciation and any impairment losses. Costs include purchase price, other directly attributable costs, and the initial estimate of the costs of dismantling and restoring the asset, where applicable. Plant and equipment Plant and equipment are measured on a cost basis. The carrying amount of plant and equipment is reviewed annually by directors to ensure it is not in excess of the recoverable amount. The recoverable amount is assessed on the basis of the expected net cash flows that will be received from the assets’ employment and subsequent disposal. The expected net cash flows have been discounted to their present values in determining recoverable amounts. Subsequent costs are included in the assets’ carrying amounts or recognised as separate assets as appropriate, only when it is probable that future economic benefits associated with the item will flow to the Group and the cost can be measured reliably. All other repairs and maintenance are charged to the statement of profit or loss and other comprehensive income during the financial year in which they are incurred. Depreciation The depreciable amount of all property, plant, and equipment, except for freehold land is depreciated on a reducing balance method from the date that management determine that the asset is available for use. The depreciation rates used for each class of depreciable assets vary from 20% to 40%. Where the asset qualifies for the ATO instant write-off deduction, it is written off in the statement of profit or loss and other comprehensive income. (k) Financial instruments Classification and Measurement Under AASB 9, the Group measures a financial asset at its fair value plus, in the case of a financial asset not at fair value through profit or loss, transaction costs. Under AASB 9, debt financial instruments are subsequently measured at fair value through profit or loss (FVPL), amortised cost, or fair value through other comprehensive income (FVOCI). Classification is based on two criteria: • The Group’s business model for managing the assets; and • Whether the instruments’ contractual cash flows represent ‘solely payments of principal and interest’ on the principal amount outstanding (the ‘SPPI criterion’). The classification and measurement of the Group’s debt financial assets are, as follows: • Debt instruments are amortised cost for financial assets that are held within a business model with the objective to hold the financial assets in order to collect contractual cash flows that meet the SPPI criterion. This category includes the Group’s trade and other receivables. Other financial assets are classified and subsequently measured, as follows: • Equity instruments at FVOCI, with no recycling of gains or losses to profit or loss on derecognition. This category only includes equity instruments which the Group has irrevocably elected to so classify upon initial recognition or transition. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 33 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 1. Summary of Significant Accounting Policies (continued) (k) Financial instruments (continued) The classification and measurement of the Group’s debt financial assets are, as follows: • Debt instruments are amortised cost for financial assets that are held within a business model with the objective to hold the financial assets in order to collect contractual cash flows that meet the SPPI criterion. This category includes the Group’s trade and other receivables. Other financial assets are classified and subsequently measured, as follows: • Equity instruments at FVOCI, with no recycling of gains or losses to profit or loss on derecognition. This category only includes equity instruments which the Group has irrevocably elected to so classify upon initial recognition or transition. Impairment The Group applies the AASB 9 simplified model of recognising lifetime expected credit losses for all trade receivables as these items do not have a significant financing component. Where applicable, in measuring the expected credit losses, the trade receivables are assessed on a collective basis as they possess shared credit risk characteristics. They are grouped based on the days past due. The expected loss rates are based on the historic payment profile for as well as the corresponding historical credit losses during that period. The historical rates are adjusted to reflect current and forwarding looking macroeconomic factors affecting the customer’s ability to settle the amount outstanding. Trade receivables are written off when there is no reasonable expectation of recovery. Failure to make payments within 180 days from the invoice date and failure to engage with the Group on alternative payment arrangement amongst others is considered indicators of no reasonable expectation of recovery. Compound financial instruments Compound financial instruments issued by the Group comprise convertible notes that can be converted to ordinary shares at the option of the holder, when the number of shares to be issued is fixed and does not vary with changes in fair value. The liability component of compound financial instruments is initially recognised at the fair value of a similar liability that does not have an equity conversion option. The equity component is initially recognised at the difference between the fair value of the compound financial instrument as a whole and the fair value of the liability component. Any directly attributable transaction costs are allocated to the liability and equity components in proportion to their initial carrying amounts. Subsequent to initial recognition, the liability component of a compound financial instrument is measured at amortised cost using the effective interest method. The equity component of a compound financial instrument is not remeasured. Interest related to the financial liability is recognised in profit or loss. On conversion at maturity, the financial liability is reclassified to equity and no gain or loss is recognised. (l) Impairment of non-financial assets Assets that have an indefinite useful life are not subject to amortisation and are tested annually for impairment, or more frequently if events or changes in circumstances indicate that they might be impaired. Other assets are tested for impairment whenever events or changes in circumstances indicate that the carrying amount may not be recoverable. An impairment loss is recognised for the amount by which the asset’s carrying amount exceeds its recoverable amount. The recoverable amount is the higher of an asset’s fair value less costs to sell and value in use. For the purposes of assessing impairment, assets are grouped at the lowest levels for which there are separately identifiable cash inflows which are largely independent of the cash inflows from other assets or groups of assets (cash generating units). Non-financial assets other than goodwill that suffered an impairment are reviewed for possible reversal of the impairment at each reporting date. (m) Cash and cash equivalents For the purpose of presentation in the consolidated statement of cash flows, cash and cash equivalents includes cash on hand, deposits held at call with financial institutions, other short term, highly liquid investments with original maturities of twelve months or less that are readily convertible to known amounts of cash and which are subject to an insignificant risk of changes in value, and bank overdrafts. Any bank overdrafts the Group have are shown within borrowings in current liabilities in the consolidated statement of financial position. 34 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 1. Summary of Significant Accounting Policies (continued) (n) Employee benefits Short-term employee benefits Short-term employee benefits are benefits, other than termination benefits, that are expected to be settled wholly within twelve months after the end of the period in which the employees render the related service. Examples of such benefits include wages and salaries and non-monetary benefits. Short-term employee benefits are measured at the undiscounted amounts expected to be paid when the liabilities are settled. Other long-term employee benefits The Group’s liabilities for long service leave are included in other long-term benefits as they are not expected to be settled wholly within twelve months after the end of the period in which the employees render the related service. They are measured at the present value of the expected future payments to be made to employees. The expected future payments incorporate anticipated future wage and salary levels, experience of employee departures and periods of service. Any re- measurements arising from experience adjustments and changes in assumptions are recognised in profit or loss in the periods in which the changes occur. The Group presents employee benefit obligations as current liabilities in the statement of financial position if the Group does not have an unconditional right to defer settlement for at least twelve (12) months after the reporting period, irrespective of when the actual settlement is expected to take place. (o) Loss per share Dreadnought Resources Ltd presents basic and diluted loss per share information for its ordinary shares. Basic loss per share is calculated by dividing the profit attributable to owners of the Company by the weighted average number of ordinary shares outstanding during the year. Diluted earnings per share adjusts the basic earnings per share to take into account the after-income tax effect of interest and other financing costs associated with dilutive potential ordinary shares and the weighted average number of additional ordinary shares that would have been outstanding assuming the conversion of all dilutive potential ordinary shares. (p) Share capital Ordinary shares are classified as equity. Incremental costs directly attributable to the issue of ordinary shares and share options which vest immediately are recognised as a deduction from equity, net of any tax effects. (q) Share-Based payments Equity-settled and cash-settled share-based compensation benefits are provided to employees and non-employees. The fair value of the equity to which employees become entitled is measured at grant date and recognised as an expense over the vesting period, with a corresponding increase to an equity account. The fair value of shares is ascertained as the market bid price. The fair value of options is ascertained using a Black Scholes pricing model which incorporates all market vesting conditions. The amount to be expensed is determined by reference to the fair value of the options or shares granted. This expense takes in account any market performance conditions and the impact of any non-vesting conditions but ignores the effect of any service and non-market performance vesting conditions. Non-market vesting conditions are taken into account when considering the number of options expected to vest. At the end of each reporting period, the Group revises its estimate of the number of options which are expected to vest based on the non-market vesting conditions. Revisions to the prior period estimate are recognised in profit or loss and equity. If the Group modifies the terms or conditions of the equity instruments granted in a manner that reduces the total fair value of the share-based payment arrangement, or is not otherwise beneficial to the employee, the Group shall nevertheless continue to account for the services received as consideration for the equity instruments granted as if that modification had not occurred. In addition, the Group recognises the effect of modifications that increase the total fair value of the share-based payment arrangement or are otherwise beneficial to the employee. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 35 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 1. Summary of Significant Accounting Policies (continued) (r) Exploration and development expenditure Exploration, evaluation, and development expenditure incurred is accumulated in respect of each identifiable area of interest. These costs are only carried forward to the extent that they are expected to be recouped through successful development of the area or where activities in the area have not yet reached a stage that permits reasonable assessment of the existence of economically recoverable reserves. As the asset is not available for use it is not depreciated or amortised. Accumulated costs in relation to an abandoned area are impaired in full against profit or loss in the period in which the decision to abandon that area is made. A regular review is undertaken of each area of interest to determine the appropriateness of continuing to carry forward costs in relation to that area of interest. (s) Reserves FVOCI reserves represent financial assets at fair value through other comprehensive income reserve. The reserve records fair value change of equity instruments. The equity reserve represents the equity component (conversion rights) on the issue of unsecured convertible notes. (t) Key estimates and judgments The preparation of the consolidated financial statements requires management to make estimates and judgments. These estimates and judgments are continually evaluated and are based on historical experience and other factors, including expectations of future events that may have a financial impact on the Group and that are believed to be reasonable under the circumstances. The Group makes estimates and assumptions concerning the future. The resulting accounting estimates will, by definition, seldom equal the related actual results. The estimates and assumptions that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next financial year are discussed below: (i) Estimated impairment The Group assesses impairment at each reporting date by evaluating conditions specific to the Group that may lead to impairment of assets as noted in note 1(l). Where an impairment trigger exists, the recoverable amount of the asset is determined. (ii) Exploration and evaluation The Group policy for exploration and evaluation is discussed in note 1 (r). The application of this policy requires management to make certain assumptions as to future events and circumstances. Any such estimates and assumptions may change as new information becomes available. If, after having capitalised exploration and evaluation expenditure, management concludes that the capitalised expenditure is unlikely to be recovered by future sale or exploration, then the relevant capitalised amount will be written off through the statement of profit or loss. (iii) Compound financial instrument The Group’s policy for compound financial instrument is discussed in Note 1(k). The fair value of the liability component is determined based on the contractual stream of future cash flows which is discounted at the rate of interest that would apply to an identical financial instrument without the conversion option. The Group uses its judgement to determine the discount rate based on the market interest rates existing at the end of each reporting period. 36 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 1. Summary of Significant Accounting Policies (continued) (t) Key estimates and judgments (continued) (iv) Estimation of tax losses carried forward Potential future income tax benefits attributable to gross tax losses of $67,603,578 (2022: $43,532,798) carried forward have not been brought to account at 30 June 2023 because the directors do not believe it is appropriate to regard realisation of the future tax benefit as probable. These benefits will only be obtained if: a. the Group derives future assessable income of a nature and of an amount sufficient to enable the benefit from the losses and deductions to be released; b. the Group continues to comply with the conditions for deductibility imposed by the law; and c. no changes in tax legislation adversely affect the Group in realising the benefit from the deductions for the losses. Tax losses carried forward have no expiry date. (v) Share based payment transactions The consolidated entity measures the cost of equity-settled transactions with employees by reference to the fair value of the equity instruments at the date at which they are granted. The fair value is determined based on the underlying share price or by using the Black & Scholes model taking into account the terms and conditions upon which the instruments were granted. The accounting estimates and assumptions relating to equity-settled share- based payments would have no impact on the carrying amounts of assets and liabilities within the next annual reporting period but may impact profit or loss and equity. (u) Joint control The Group’s accounting policy for Joint Arrangements is set out in Note 1(d). AASB 11 Joint Arrangements requires an investor to have contractually agreed the sharing of control when making decisions about the relevant activities (in other words requiring the unanimous consent of the parties sharing control). However, what these activities are is a matter of judgement. As at the reporting date 30 June 2023, the Group does not have any Joint Arrangements as defined in this policy. While there are agreements in place with other parties (for the Group’s 80% interest in certain tenements which form part of its Tarraji-Yampi project), there is no joint control over decisions about relevant activities required to progress these projects. For the Tarraji-Yampi project, it is the view of the Group that it controls this project through its 80% interest. (v) Financial report The financial report was authorised for issue on 19 September 2023 by the Board of Directors. (w) Adoption of new and revised accounting standards and interpretations In the year ended 30 June 2023, the directors have reviewed all of the new and revised Standards and Interpretations issued by the AASB that are relevant to the Group and effective for the current reporting periods beginning on or after 1 July 2023. As a result of this review, the directors have determined that there is no material impact of the new and revised Standards and Interpretations on the Group and, therefore, no material change is necessary to the Group’s accounting policies. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 37 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 1. Summary of Significant Accounting Policies (continued) (x) New accounting standards and interpretations that are not yet mandatory The Company has not early adopted any other standard, interpretation or amendment that has been issued but is not yet effective. Amendments to AASB 101 clarify the criteria used to determine whether liabilities are classified as current or non-current. These amendments clarify that current or non-current classification is based on whether an entity has a right at the end of the reporting period to defer settlement of the liability for at least twelve months after the reporting period. The amendments also clarify that ‘settlement’ includes the transfer of cash, goods, services, or equity instruments unless the obligation to transfer equity instruments arises from a conversion feature classified as an equity instrument separately from the liability component of a compound financial instrument. The amendments are effective for annual reporting periods beginning on or after 1 January 2023. The Group is currently assessing the impact of new accounting standards and amendments. The Group does not believe that the amendments to AASB 101 will have a significant impact on the classification of its liabilities. 38 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 2. Other Income Receipts from JV Fuel rebate Interest received Other 3. Expenses Administration expenses Compliance and regulatory Computer expenses Consulting fees (a) Insurance Seminar/conference Share registry Travel and accommodation Marketing / investor relations Other (a) Consulting fees Accounting and secretarial services Tenement related Director and employee benefit expenses Non-executive directors’ fees Share-based payment(b) (Note 15 and 24) - Directors - Employees Superannuation Other employee benefit Consolidated 30 June 2023 $ 150,000 95,966 59,197 33,614 338,777 30 June 2022 $ (Restated)* 86,760 - 5,167 - 91,927 Consolidated 30 June 2023 $ 30 June 2022 $ 508,917 69,815 362,996 107,738 105,231 69,370 143,078 252,952 405,478 2,025,575 309,531 53,465 362,996 103,577 28,914 193,494 29,635 45,719 36,860 41,633 142,165 171,694 793,691 184,615 8,879 193,494 155,462 110,770 625,565 1,814,909 203,595 36,351 2,835,882 83,721 305,624 11,063 51,279 562,457 Salaries and wages recharged to exploration assets during the year 1,831,710 1,074,947 (b) Share-based payments Options Performance rights 617,418 1,823,057 2,440,475 389,345 - 389,345 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 39 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 3. Expenses (continued) Finance expense Interest on lease liability Interest on convertible note Interest on insurance premium funding Depreciation expense Depreciation of property, plant, and equipment Amortisation of right-of-use assets 4. Income Tax Expense Income tax expense/(benefit) Current tax Deferred tax Income tax expense/(benefit) Reconciliation of income tax to accounting loss: Prima facie loss from ordinary activities Tax at the Australian tax rate of Prima facie tax expenses/(income) on ordinary activities Add: Tax effect of amounts which are not deductible (taxable) in calculating taxable income: Non assessable income Other non-allowable items Share-based payments Adjustments recognised in the current year in relation to the current tax of previous years Tax effect of temporary differences not brought to account as they do not meet the recognition criteria Consolidated 30 June 2023 $ 30 June 2022 $ 18,213 - - 18,213 15,314 26,063 935 42,312 Consolidated 30 June 2023 $ 30 June 2022 $ 94,948 37,863 132,811 33,717 28,397 62,114 Consolidated 30 June 2023 $ 30 June 2022 $ (Restated)* - - - - - - - - (5,521,985) (1,740,126) 25% 25% (1,380,496) (435,032) - 4,231 610,119 27,001 739,145 - - 6,532 97,336 - 331,164 - 40 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 4. Income Tax Expense (continued) Deferred Income Tax Deferred income tax at 30 June relates to the following: Deferred tax liabilities Prepayments Other financial assets Property, plant and equipment Exploration assets Right-of-use-assets Deferred tax assets Accruals Leases Provision for employee entitlements Section 40-880 expenditure Revenue tax losses Capital losses Deferred tax assets not brought to account as realisation is not probable Deferred tax assets Consolidated 30 June 2023 $ 30 June 2022 $ (Restated)* (111,700) - (112,632) (9,287,997) (40,230) 4,313 44,394 38,388 555,696 16,900,895 383,363 (37,612) (12,500) (122,570) (4,406,889) - 88 51,830 23,756 216,780 10,910,697 399,331 (8,374,490) (7,022,911) - - A deferred tax liability of $Nil (2022: $Nil) was recognised in equity during the financial year. A deferred tax asset (DTA) has not been recognised in respect of temporary differences as they do not meet the recognition criteria per AASB 112 Income Taxes. A DTA has not been recognised in respect of tax losses as realisation of the benefit is not regarded as probable. The Group is part of a tax consolidated group in accordance with the tax consolidation legislation. The Group has unrecognised assessed gross tax losses of $ 67,603,578 (2022: $43,532,798) that are available indefinitely for offset against future taxable profits of the Group subject to satisfaction of the relevant tax losses recoupment tests. The tax rates applicable to each potential tax benefit are as follows: • Timing differences – 25%; • Tax losses – 25%. The Group has JMEI credits available from the Australian Taxation Office of $1,357,500 in respect of the year ending 30 June 2024 (2023: Nil). The JMEI entitles Australian resident investors in eligible minerals exploration companies to obtain either a refundable tax offset or (where the Eligible Investor is a corporate tax entity) franking credits. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 41 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 5. Operating Segments The directors have considered the requirements of AASB 8 – Operating Segments and the internal reports that are reviewed by the chief operating decision maker (the Board) in allocating resources and have identified segments for the broader project areas under which exploration and evaluation activities have been conducted. (Refer to Note 10 for further information on Exploration and evaluation assets.) Other non-current assets are utilised across all segments and are thus not allocated to individual segments, and non-current liabilities relate to the lease for the business premises which has not been allocated to any operating segments. Mangaroon $ Central Yilgarn $ Bresnahan Kimberley Total $ $ $ 2,317,582 7,368,409 - 7,510,529 17,196,520 Balance at 1 July 2022 (restated) Expenditure incurred 17,100,194 942,598 Acquisitions 3,000,476 1,920,568 Government grants received (144,000) Impairment (141,427) - - 242,970 520,940 - 1,844,933 20,130,695 (4,749) 5,437,235 (58,207) (142,797) - (144,000) (342,431) Balance at 30 June 2023 22,132,825 10,231,575 705,703 9,207,916 42,278,019 Reconciliation Total Non-current Assets Total Non-current Liabilities Net loss Segment Allocations Unallocated Total $ $ $ 42,278,019 611,445 42,889,464 - (143,384) (143,384) (342,431) (5,179,554) (5,521,985) Mangaroon $ Central Yilgarn $ Bresnahan Kimberley Total $ $ $ Balance at 1 July 2021 546,752 5,584,555 Adjustment for earn-in costs reimbursed Balance at 1 July 2021 (restated) Expenditure incurred Acquisitions Adjustment for earn-in costs reimbursed Impairment (158,116) - 388,636 5,584,555 2,176,808 1,783,854 58,500 (306,362) - - - - Balance at 30 June 2022 2,317,582 7,368,409 Reconciliation Total Non-current Assets Total Non-current Liabilities Net loss - - - - - - - - 4,240,121 10,371,428 - (158,116) 4,240,121 10,213,312 3,394,123 7,354,785 - - (123,715) 58,500 (306,362) (123,715) 7,510,529 17,196,520 Segment Allocations Unallocated Total $ $ $ 17,196,520 490,280 17,686,800 - (177,577) (177,577) (123,715) (1,616,411) (1,740,126) 42 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 6. Cash and cash equivalents Cash at bank and in hand Total cash and cash equivalents 7. Trade and other receivables Current: GST receivable Other receivables Total current trade and other receivables Consolidated 30 June 2023 $ 30 June 2022 $ 5,664,368 5,664,368 2,501,971 2,501,971 Consolidated 30 June 2023 $ 30 June 2022 $ 348,265 63 348,328 84,210 1,962 86,172 The maximum exposure to credit risk at the reporting date is the fair value of each class of receivable in the financial statements. As at 30 June 2023 there were no material trade and other receivables that were considered to be past due or impaired (2022: Nil) and therefore there no expected loss credit provision required. 8. Other current assets Prepayments Total other assets Consolidated 30 June 2023 $ 446,801 446,801 30 June 2022 $ 150,446 150,446 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 43 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 9. Fixed assets Property, plant and equipment: Leasehold improvements – at cost Less: Accumulated depreciation Equipment – at cost Less: Accumulated depreciation Motor vehicles – at cost Less: Accumulated depreciation Right-of-use assets: Right of use assets – at cost (see Note 13) Less: Accumulated amortisation Total fixed assets Consolidated 30 June 2023 $ 30 June 2022 $ 155,505 (31,963) 123,542 122,101 (24,128) 97,973 301,585 (72,574) 229,011 450,526 227,179 (66,260) 160,919 611,445 140,375 (8,474) 131,901 - - - 184,840 (25,243) 159,597 291,498 227,179 (28,397) 198,782 490,280 Reconciliations Reconciliations of the written down values at the beginning and end of the current financial year are set out below: Leasehold Motor Right of Improvements Equipment vehicles use assets Total $ 131,901 15,130 (23,489) - 123,542 $ - 122,101 (24,128) - 97,973 $ 159,597 116,744 (47,331) $ 198,782 - - (37,863) $ 490,280 253,976 (94,948) (37,863) 229,010 160,919 611,445 Balance at 1 July 2022 Additions Depreciation expense Amortisation of right of use asset Balance at 30 June 2023 44 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 10. Exploration and evaluation assets Exploration and evaluation expenditure Capitalised exploration and evaluation expenditure at cost, as reported Adjustment for reimbursement of earn-in costs Capitalised exploration and evaluation expenditure at cost, as restated Balance at the beginning of the period Expenditure incurred Acquisitions (i), (ii), (iii), (iv), (v) (vii) Acquired through Odette Seven Pty Ltd (vi) Reimbursements of earn-in costs (note 1 (e)) Impairment/written off (viii), (ix), (x) Government grant received 30 June 2023 $ 30 June 2022 $ (Restated)* 30 June 2021 $ (Restated)* 42,278,019 17,660,998 10,371,428 - (464,478) (158,116) 42,278,019 17,196,520 10,213,312 17,196,520 20,130,695 4,922,495 514,740 - (342,431) (144,000) 10,213,312 7,354,785 58,500 - (306,362) (123,715) - 5,104,501 5,265,864 - - (158,116) (315,169) - Balance at the end of the period, as restated 42,278,019 17,196,520 10,213,312 The recoverability of the carrying amount of the exploration and evaluation assets is dependent on successful development and commercial exploitation, or alternatively, sale of the respective areas of interest. Refer to Note 5. for details on operating segments. Acquisitions (i) (ii) 2023: The Group exercised its option to acquire 100% ownership of E29/965 and E30/485 within the Central Yilgarn and paid $1,000,000 to an unrelated party to settle the transaction. 2023: The Group acquired 100% interest in tenements E16/495, E30/493, E30/494, E77/2403, E77/2416, E77/2432 and E77/2634 from Arrow Minerals Limited (ASX:AMD) for $600,000 in cash and 2,350,000 fully paid ordinary shares in the Company issued at a deemed issue price of $0.046 per share on 1 August 2022. (iii) 2023: The Group acquired 100% interest in tenements E52/4082, E52/4083, E08/3495 and E08/3496 from an unrelated vendor for $150,000 in cash and 2,778,000 fully paid ordinary shares in the Company issued at a deemed issue price of $0.100 per share on 31 October 2022. (iv) 2023: The Group acquired 100% interest in M09/174 E09/2290, M09/146, M09/147 and M09/175 from unrelated vendors for $375,000 in cash and 21,000,000 fully paid ordinary shares in the Company issued at a deemed issue price of $0.099 on 10 November 2022. (v) The balance of the acquisition cost relates to stamp duty, option fees and tenement rent application fee refunds on the above- mentioned transactions of $332,134. (vi) 2023: The Company acquired the rights to tenements E08/3356, E52/3936 and E52/3937 through acquiring 100% of the ordinary shares of Odette Seven Pty Ltd (“Odette”). The transaction did not meet the definition of a business combination under AASB 3 Business Combinations and was therefore accounted for as an asset acquisition. The total consideration was 3,000,000 fully paid and issued shares of the Company, at a deemed issue price of $0.115 per share on 31 October 2022, for a total amount of $345,000. The Company took on trade payables of $19,740 and settled the amount due to the previous shareholder of Odette amounting to $150,000 subsequent to settlement date. (vii) 2022: The Group purchased the license for tenement E09/2359 from an unrelated party by way of cash consideration of $30,000 and 750,000 shares of the Company at an issue price of $0.038 per share with a deemed value of $28,500. Impairment (viii) 2023: The impairment of the exploration assets relates to the surrender of tenements during the year. (ix) 2022: The impairment of the exploration assets relates to the surrender of tenements during the year. (x) 2021: The impairment of the exploration assets relates to the impairment within the Rocky Dam project as disclosed in (vii) above. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 45 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 11. Financial assets Investment in term deposits: Funds held in term deposits held with financial institutions Investment in listed entity: Fair value at beginning of the year Additions at cost Disposal Change in fair value Consolidated 30 June 2023 $ 30 June 2022 $ 6,011,725 150,000 - (183,255) 33,255 - - 100,000 - 50,000 Fair value at end of the year 6,011,725 150,000 In June 2021, the Group entered into an agreement to divest tenements in its Rocky Dam projects to Lycaon Resources Ltd, a then pre-IPO company that listed on the ASX on 17 November 2021. The Group received 500,000 Lycaon shares as consideration plus a 1% net smelter royalty over all minerals extracted from Rocky Dam. The shares were recognised at a cost of $0.20 per share totalling $100,000 based on the Sale and Purchase agreement. As at 30 June 2022, the investment was revalued to reflect the share price of Lycaon as of that date which resulted in a gain in fair value of $50,000. During the year ended 30 June 2023, the Group sold the Lycaon shares for a net consideration of $183,255. 12. Trade and other payables Trade payables Accrued expenses Accrued expenses - JV partner commitments PAYG and wages payable Superannuation payable Total trade and other payables Consolidated 30 June 2023 $ 30 June 2022 $ 3,483,847 423,143 225,000 56,154 9,153 4,197,297 802,257 381,896 - 37,810 350 1,222,313 All amounts are short term and the carrying values are considered to be a reasonable approximation of fair value. 13. Lease liability Office space lease: Current portion Non-current portion Total lease liability Consolidated 30 June 2023 $ 30 June 2022 $ 34,192 143,384 177,576 29,742 177,577 207,319 The lease liability relates to the Company’s office space in Unit 1, 4 Burgay Court, Osborne Park, WA 6017 for an initial period of 3 years. The Company has an option to extend the lease for another 3 years. 46 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 14. Issued Capital Ordinary shares fully paid Date 12/07/2021 23/07/2021 4/08/2021 13/09/2021 13/09/2021 21/09/2021 30/11/2021 30/11/2021 30/11/2021 2/12/2021 31/01/2022 Date 01/08/2022 04/08/2022 15/09/2022 31/10/2022 31/10/2022 31/10/2022 10/11/2022 16/12/2022 13/01/2023 08/02/2023 08/02/2023 04/04/2023 04/04/2023 24/05/2023 At 1 July 2021 Options exercised Conversion of Notes Options exercised Options exercised Options exercised Placement Issues of shares regarding acquisition Director Participation in Placement Options exercised Options exercised Options exercised Exercise of options and conversion of notes Less: Transaction costs At 30 June 2022 At 1 July 2022 Issue of shares – tenement acquisition Placement Options exercised Options exercised Issue of shares – tenement acquisition Acquisition of a subsidiary Issue of shares – tenement acquisitions Director participation - placement Issue of shares – Tranche 1 Performance Rights exercised Placement Options exercised Director participation – placement Options exercised Options exercised Exercise of options – transfer from reserve Less: Transaction costs At 30 June 2023 30 June 2023 30 June 2022 $ $ 97,104,008 60,954,153 No. $ 2,468,291,761 52,030,339 10,000,000 109,090,909 10,000,000 3,000,000 5,479,452 80,000 600,000 100,000 15,000 53,699 226,000,000 7,910,000 750,000 2,571,429 750,000 1,250,000 1,500,000 - - 28,500 90,000 15,000 12,500 15,000 522,958 (518,843) 2,838,683,551 60,954,153 No. $ 2,838,683,551 60,954,153 2,350,000 200,000,000 1,500,000 4,400,000 2,778,000 3,000,000 21,000,000 5,833,334 10,183,335 200,000,000 4,000,000 14,000,000 5,000,000 15,000,000 - - 108,100 12,000,000 60,000 78,500 277,800 345,000 2,079,000 350,000 923,334 20,000,000 90,000 1,400,000 30,000 90,000 354,328 (2,036,207) 3,327,728,220 97,104,008 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 47 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 14. Issued Capital (continued) Capital Management Management controls the capital of the Group to maintain and generate long-term shareholder value and ensure that the Group can fund its operations and continue as a going concern. The Group is not subject to any externally imposed capital requirements. Management effectively manages the Group capital by assessing the Group financial risks and adjusting its capital structure in response to changes in these risks and in the market. These responses include the management of debt levels, distributions to shareholders and share issues. (a) Options The details of the unlisted options as at 30 June 2023 are as follows: Number 1,500,000 30,000,000 12,100,000 2,000,000 2,000,000 8,500,000 853,098 1,223,151 2,000,000 60,176,249 Exercise Price $ 0.0050 0.0050 0.0400 0.0600 0.0600 0.0650 0.1575 0.1200 0.0750 Refer Note 15(a) for further information. (b) Performance rights Expiry Date 30 June 2024 9 April 2024 2 July 2024 11 August 2024 26 November 2024 14 July 2025 16 December 25 02 March 26 14 June 26 The details of the unlisted performance rights as at 30 June 2023 are as follows: Number 13,800,001 13,799,996 27,599,997 Exercise Price $ 0.0000 0.0000 Expiry Date 30 June 2024 30 June 2025 Refer Note 15(b) for further information. 48 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 15. Share Based Payments Reserves Options (a) Performance rights (b) (a) Options Reserve Grant Date At 1 July 2021 02/07/2021 11/08/2021 24/11/2021 29/11/2021 Options granted – employees1 Options granted – employee2 Options granted – Managing Director3 Options granted – employee4 Options granted in prior years but partly vesting during the current year Options exercised during the year Reclassification of exercised options to issued capital At 30 June 2022 Grant Date At 1 July 2022 14/07/2022 16/12/2022 02/03/2023 31/05/2023 Options granted – employees5 Options granted – Director6 Options granted – Director7 Options granted – employee8 Options granted in prior years but partly vesting during the current year Options exercised during the year At 30 June 2023 Consolidated 30 June 2023 30 June 2022 $ 1,033,508 899,724 1,933,232 No. 88,979,452 11,500,000 2,000,000 5,000,000 2,000,000 - (31,979,452) - 77,500,000 No. 77,500,000 8,500,000 853,098 1,223,151 2,000,000 $ 770,418 - 770,418 $ 848,312 168,832 45,525 83,721 30,831 60,436 - (467,239) 770,418 $ 770,418 291,041 55,406 60,778 4,518 - 205,675 (29,900,000) 60,176,249 (354,328) 1,033,508 1 On 2 July 2021, the Company granted 11,500,000 options via the Equity Incentive Plan to the current employees and the company secretary. The options have a $0.04 exercise price and an expiry date of 2 July 2024. 50% of the options vest 12 months from grant date and the other 50% vest 24 months from grant date. 2 On 31 August 2021, the Company granted 2,000,000 options via the Equity Incentive Plan to an employee. The options have a $0.06 exercise price and an expiry date of 11 August 2024. 50% of the options vest 12 months from grant date and the other 50% vest 24 months from grant date. 3 On 24 November 2021, the Company granted a total of 5,000,000 options via the Equity Incentive Plan to an employee and the Managing Director. The options have an exercise price of $0.04 and expiry of 2 July 2024. 50% of the options vest 12 months from grant date and the other 50% vest 24 months from grant date. 4 On 29 November 2021, the Company granted a total of 2,000,000 options via the Equity Incentive Plan to an employee and the options have an exercise price of $0.06 and expiry of 26 November 2024. 50% of the options vest 12 months from grant date and the other 50% vest 24 months from grant date. 5 On 14 July 2022, the Company granted 8,500,000 options via the Equity Incentive Plan to employees who are not related parties of the Company. The options have an exercise price of $0.065 and expire on 14 July 2025. These options will vest on 12 months of continued employment. 6 On 30 November 2022, shareholders approved the grant of 853,098 options to a director as part of the director’s remuneration package. The options have an exercise price of $0.1575 and expire on 16 December 2025. There are no vesting conditions. 7 On 2 March 2023, the Company granted 1,223,151 options to a director as part of the director’s remuneration package. The options have an exercise price of $0.1200 and expire on 2 March 2026. There are no vesting conditions. 8 On 31 May 2023, the Company granted 2,000,000 options via the Equity Incentive Plan to an employee. The options have an exercise price of $0.0750 and expire on 14 June 2026. They vest after 12 months of continuous service. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 49 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 15. Share Based Payments Reserves (continued) (b) Performance Rights Reserve Grant Date At 1 July 2022 30/11/2022 08/12/2022 13/01/2023 30/01/2023 02/03/2023 31/05/2023 Performance rights granted – Directors1 Performance rights granted – Employees1 Exercise of performance rights2 Performance rights granted – Employees3 Performance rights granted – Director4 Performance rights granted – Employees5 At 30 June 2023 No. of performance rights - 6,800,000 23,750,000 (10,183,335) 3,633,332 600,000 3,000,000 27,599,997 $ - 411,076 1,251,445 (923,334) 132,200 13,944 14,393 899,724 1 On 30 November 2022, the Company granted 6,800,000 unlisted performance rights to directors and on 8 December 2022, the Company granted 23,750,000 unlisted performance rights to employees who are not related parties of the Company. These performance rights were granted via the Equity Incentive Plan and are subject to the following vesting conditions: • Tranche 1: A Resource of at least the Inferred category of 10Mt @ > 1% TREO by 31 December 2022. • Tranche 2: A Resource of at least the Inferred category of 20Mt @ > 1% TREO by 31 December 2023. • Tranche 3: A Resource of at least the Inferred category of 30Mt @ > 1% TREO by 31 December 2024. 2 On 31 December 2022, the vesting condition for Tranche 1 was achieved and 2,266,667 performance rights for directors and 7,916,668 performance rights for employees vested. On 13 January 2023, 2,266,667 fully paid ordinary shares and 7,916,668 fully paid ordinary shares were issued to the Directors and employees, respectively. 3 On 30 January 2023, the Company granted 3,633,332 unlisted performance rights via the Equity Incentive Plan to additional eligible employees who are not related parties of the Company. These performance rights are subject to the vesting conditions of Tranche 2 and Tranche 3 above. 4 On 2 March 2023, the Company granted 600,000 unlisted performance rights via the Equity Incentive Plan to a newly appointed director. These performance rights are subject to the vesting conditions of Tranche 2 and Tranche 3 above. 5 On 31 May 2023, the Company granted 3,000,000 unlisted performance rights via the Equity Incentive Plan to a newly appointed Chief Financial Officer. These performance rights are subject to the vesting conditions of Tranche 2 and Tranche 3 above. 16. Accumulated losses Balance at the beginning of the period Prior period adjustments Net loss in current period Balance at the end of the period Consolidated 30 June 2023 $ (42,673,837) - (5,521,985) 30 June 2022 $ (Restated)* (40,775,595) (158,116) (1,740,126) (48,195,822) (42,673,837) 50 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 17. Loss per share (a) Basic loss per share Consolidated 30 June 2023 $ 30 June 2022 $ (Restated) Loss attributable to ordinary equity holders (5,521,985) (1,740,126) Weighted average number of shares outstanding during the year 3,136,162,345 2,774,262,376 Basic loss per share (cents) (0.18) (0.06) (b) Dilutive earnings per share In accordance with AASB 133 Earnings per Share, potential ordinary shares in the form of options and convertible notes are antidilutive when their conversion to ordinary shares decrease loss per share from continuing operations. The calculation of diluted earnings/(losses) per share does not assume conversion, exercise, or other issue of potential ordinary shares that would have an antidilutive effect on earnings/(losses) per share. 18. Cash Flow Information Reconciliation of result of loss for the year to cashflows used in operating activities: Reconciliation of net loss to net cash used in operating activities: Loss for the year (5,521,985) (1,740,126) Consolidated 30 June 2023 $ 30 June 2022 $ (Restated) Cash flows excluded from loss attributable to operating activities Non-cash flows in loss: - share based payments - net gain on revaluation of investment in listed entity - impairment loss on exploration assets - gain on sale of financial assets - interest on lease liability - depreciation expense - amortisation of ROU asset - government grant received (refer Note 10.) Changes in assets and liabilities, net of the effects of purchase and disposal of subsidiaries: - (increase)/decrease in trade and other receivables - (increase)/decrease in prepayments - increase in trade and other payables Cash outflow from operations Non-cash investing and financing activities Conversion of notes to shares Non-cash assets acquisition 2,440,474 - 342,431 (33,255) 18,213 94,948 37,863 144,000 (23,401) (32,829) 791,751 389,345 (50,000) 123,715 - 15,314 33,717 28,397 - 109,047 (15,091) 38,430 (1,741,790) (1,067,252) - 2,464,900 600,000 28,500 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 51 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 19. Dividends There were no dividends paid during the year (2022: nil). 20. Exploration Commitments Exploration expenditure commitments payable: Not later than 12 months Between 12 months and five years Later than five years Consolidated 30 June 2023 30 June 2022 $ $ 4,405,928 994,000 - 1,929,000 1,157,760 - Total exploration tenement minimum expenditure 5,399,928 3,086,760 The Group can seek deferral of minimum expenditures or relinquish tenements as required. 21. Financial Risk Management The Group is exposed to a variety of financial risks through its use of financial instruments. This note discloses the Group’s objectives, policies, and processes for managing and measuring these risks. The Group’s overall risk management plan seeks to minimise potential adverse effects due to the unpredictability of financial markets. The Group does not speculate in financial assets. Specific risks: • Market risk - currency risk, interest rate risk and equity price risk • Credit risk • Liquidity risk The principal categories of financial instrument used by the Group are: • Cash at bank • Financial assets (term deposits) • Trade and other receivables • Trade and other payables • Other financial liabilities – convertible notes Objectives, policies and processes Specific information regarding the mitigation of each financial risk to which the Group is exposed is provided below. Market risk (i) Foreign currency sensitivity All Group transactions are carried out in Australian Dollars, the Group is therefore not exposed to foreign exchange risk. (ii) Cash flow interest rate sensitivity The Group is not exposed to interest rate sensitivity on its financial assets and liabilities during the year ended 30 June 2023. (iii) Price sensitivity The Group is not exposed to price sensitivity. Credit risk Credit risk refers to the risk that counterparty will default on its contractual obligations resulting in a financial loss to the Group. Credit risk arises from cash and cash equivalents, derivative financial instruments and deposits with banks and financial institutions, as well as credit exposure to wholesale and retail customers, including outstanding receivables and committed transactions. Management considers that all the financial assets that are not impaired for each of the reporting dates under review are of good credit quality, including those that are past due. The credit risk for liquid funds and other short-term financial assets is considered negligible since the counterparties are reputable banks with high quality external credit ratings. The long term and short-term ratings are AA- and A-1+ respectively (Source: S&P Global Ratings). 52 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 21. Financial Risk Management (continued) Liquidity risk Liquidity risk arises from the Group’s management of working capital. It is the risk that the Group will encounter difficulty in meeting its financial obligations as they fall due. The Group’s policy is to ensure that it will always have sufficient cash to allow it to meet its liabilities when they become due. The Group maintains cash to meet its liquidity requirements for up to 30-day periods. The Group manages its liquidity needs by carefully monitoring long-term financial liabilities as well as cash-outflows due in day-to-day business. Liquidity needs are monitored in various time bands, on a day-to-day and week-to-week basis, as well as on the basis of a rolling 30-day projection. Long-term liquidity needs for a 180-day and a 360-day period are identified monthly. At the reporting date, these reports indicate that the Group expected to have sufficient liquid resources to meet its obligations under all reasonably expected circumstances. The Group’s assets and liabilities have contractual maturities which are summarised below: Consolidated Within 1 year More than 1 year 30 June 2023 $ 30 June 2022 $ 30 June 2023 $ 30 June 2022 $ 5,664,368 6,011,725 348,328 - 2,501,971 - 86,172 150,000 12,024,421 2,738,143 4,197,297 34,192 4,231,489 1,222,313 29,742 1,252,055 - - - - - - - - - - - - 143,384 143,384 177,577 177,577 Financial assets Cash and cash equivalents Financial assets (term deposits) Trade and other receivables Investment in listed entity Total financial assets Financial Liabilities Trade and other payables Lease liability Total financial liabilities Fair value estimation The fair values of financial assets and financial liabilities are presented in the following table and can be compared to their carrying values as presented in the consolidated statement of financial position. Fair values are those amounts at which an asset could be exchanged, or a liability settled, between knowledgeable, willing parties in an arm’s length transaction. Fair values derived may be based on information that is estimated or subject to judgement, where changes in assumptions may have a material impact on the amounts estimated. Areas of judgement and the assumptions have been detailed below. Where possible, valuation information used to calculate fair value is extracted from the market, with more reliable information available from markets that are actively traded. Consolidated 30 June 2023 30 June 2022 Net Carrying Value $ Net Fair Value $ Net Carrying Value $ Net Fair Value $ 5,664,368 6,011,725 348,328 - 5,664,368 6,011,725 348,328 - 2,501,971 2,501,971 - 86,172 150,000 - 86,172 150,000 12,024,421 12,024,421 2,738,143 2,738,143 4,197,297 177,576 4,374,873 4,197,297 177,576 4,374,873 1,222,313 207,319 1,429,632 1,222,313 207,319 1,429,632 Financial assets Cash and cash equivalents Financial assets (term deposits) Trade and other receivables Investment in listed entity Total financial assets Financial Liabilities Trade and other payables Lease liability Total financial liabilities DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 53 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 22. Related Parties The Group’s main related parties are as follows: (i) Key management personnel: Any person(s) having authority and responsibility for planning, directing and controlling the activities of the entity, directly or indirectly, including any director (whether executive or otherwise) of that entity are considered key management personnel. For details of remuneration disclosures relating to key management personnel, refer to the remuneration report in the Directors' Report. The aggregate amounts recognised during the year (excluding re-imbursement of expenses incurred on behalf of the Company) relating to directors and their director related entities were as follows: Director P Chapman Transaction Payments to a director related entity for office rental (ie Stone Poneys Nominees Pty Ltd atf Chapman Superannuation Fund). The lease has been terminated effective 31 December 2021. Consolidated 30 June 2023 30 June 2022 $ $ - 9,350 No amounts were outstanding and owing to related parties as at 30 June 2023 (2022: nil). (ii) Subsidiaries: The consolidated financial statements include the financial statements of Dreadnought Resources Ltd and the following subsidiaries: Name of subsidiary Dreadnought Exploration Pty Ltd Dreadnought Yilgarn Pty Ltd Dreadnought (Bresnahan) Pty Ltd (Formerly Odette Seven Pty Ltd) % ownership interest 2023 % ownership interest 2022 100 100 100 100 100 - On 18 October 2022, the Company, acquired 100% of the ordinary shares of Odette Seven Pty Ltd (“Odette”) for the total consideration of 3,000,000 fully paid and issued shares of the Company. Odette owns the rights to tenements E08/3356, E52/3936 and E52/3937. The shares were issued on 31 October 2022 at an issue price of $0.115 per share for a total amount of $345,000. Subsequent to settlement date, the Company also settled the amount due to the previous shareholder of Odette amounting to $150,000. The transaction did not meet the definition of a business combination under AASB 3 Business Combinations and was therefore accounted for as an asset acquisition. On 19 May 2023, Odette Seven Pty Ltd changed its name to Dreadnought (Bresnahan) Pty Ltd. 54 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 23. Key Management Personnel Disclosures The totals of remuneration paid to the key management personnel of Dreadnought Resources Ltd during the year are as follows: Short term employee benefits Post employment benefits Share-based payments Total Remuneration Consolidated 30 June 2023 30 June 2022 $ 461,076 42,625 644,476 1,148,177 $ 385,750 36,638 83,721 506,109 The Remuneration Report contained in the Directors' Report contains details of the remuneration paid or payable to each member of the Group’s Key Management Personnel for the years ended 30 June 2023 and 30 June 2022. Other key management personnel transactions For details of other transactions with key management personnel, refer to Note 22 Related Parties. 24. Share-based Payments (a) Options At 1 July 2022 Options exercised Options granted Options vesting At 30 June 2023 Number 77,500,000 (29,900,000) 12,576,249 - $ 770,418 (354,328) 411,743 205,675 Weighted Average Exercise Price $0.03 - - - 60,176,249 1,033,508 $0.03 Share-based payments granted during the year: 8,500,000 Employees and Company Secretary Options granted on 14 July 2022. On 14 July 2022, the Company granted 8,500,000 options via the Equity Incentive Plan to employees who are not related parties of the Company. The options have an exercise price of $0.065 and expire on 14 July 2025. These options will vest on 12 months of continued employment. The options were deemed to have a fair value at grant date of $0.0355 per option. This value was calculated using the Black- Scholes option pricing model applying the following inputs: Share price Exercise price Expected volatility Risk free interest rate Useful life $0.049 $0.065 132.48% 3.02% 3 years 853,098 Director Options granted on 30 November 2022. On 30 November 2022, shareholders approved the grant of 853,098 options to a director as part of the director’s remuneration package. The options have an exercise price of $0.1575 and expire on 16 December 2025. There are no vesting conditions. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 55 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 24. Share-based Payments (continued) (a) Options (continued) The options were deemed to have a fair value of $0.0649 per option. This value was calculated using the Black-Scholes option pricing model applying the following inputs: Share price Exercise price Expected volatility Risk free interest rate Useful life $0.100 $0.1575 119.91% 3.17% 3 years 1,223,151 Director Options granted on 02 March 2023. On 2 March 2023, the Company granted 1,223,151 options to a director. The exercise price of the options is $0.1200 and the options will expire on 2 March 2026. There are no vesting conditions. The options were deemed to have a fair value of $0.0497 per option. This value was calculated using the Black-Scholes option pricing model applying the following inputs: Share price Exercise price Expected volatility Risk free interest rate Useful life $0.081 $0.075 98% 3.57% 3 years 2,000,000 KMP Options granted on 31 May 2023. On 31 May 2023, the Company granted 2,000,000 options to the Chief Financial Officer. The exercise price of the options is $0.0750 and the options will expire on 2 March 2026. These options will vest on 12 months of continued employment. The options were deemed to have a fair value of $0.0271 per option. This value was calculated using the Black-Scholes option pricing model applying the following inputs: Share price Exercise price Expected volatility Risk free interest rate Useful life $0.050 $0.075 98% 3.37% 3 years A share-based payment expense has been included within the Consolidated Statement of Profit or Loss and Other Comprehensive Income, with the expense recognised over the useful life/term of the options. The total share-based payment expense for the year in respect to options issued was $617,418, classified under Director & Employee Benefits (Note 3) in the profit and loss. Share-based payment arrangements granted in prior years and exercised during the financial year ended 30 June 2023: 1) On 16 August 2019, the Group granted 10,500,000 unlisted incentive options exercisable at $0.005 on or before 30 June 2024, vesting immediately to the Managing Director. 2,000,000 options were exercised during the year (2022: 3,000,000 options were exercised). There are 1,500,000 options remaining as at 30 June 2023. 2) On 23 December 2019, the Group granted 30,000,000 unlisted incentive options exercisable at $0.005 on or before 9 April 2024, vesting annually over 4 financial years to the Managing Director. There were no options exercised during the year (2022: Nil). 3) On 25 May 2020, the Group engaged the services of brokers to manage the placement and the consideration for doing so included 40,000,000 options. The options are exercisable at $0.006 on or before 25 May 2023 vesting immediately to the broker. There were 20,000,000 options exercised during the year ended 30 June 2023 (2022: Nil). There are no options outstanding as at 30 June 2023. 56 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 24. Share-based Payments (continued) (a) Options (continued) 4) On 2 October 2020, the Company agreed to offer two employees who are not related parties of the Company, 5,500,000 Options respectively under the Equity Incentive Plan, subject to obtaining Shareholder approval. Shareholder approval was obtained on 30 November 2020. 50% of the options vest 12 months from grant date and the other 50% vest 24 months from grant date. The employees exercised 2,750,000 options during the year (2022: 2,750,000 options). There are no options outstanding as at 30 June 2023. 5) On 19 November 2020, the Company agreed to offer an employee who is not a related party of the Company, 1,500,000 Options under the Plan. 50% of the options vest 12 months from grant date and the other 50% vest 24 months from grant date. The employee exercised 750,000 options during the year ended 30 June 2023 (2022: 750,000 options). There are no options outstanding as at 30 June 2023. 6) On 2 July 2021, the Company granted 11,500,000 options via the Equity Incentive Plan to employees who are not related parties of the Company. The exercise price of the options is $0.04 and the options will expire on 2 July 2024. 50% of these options will vest to the employees on 12 months of continued employment and 50% on 24 months of continued employment. During the year ended 30 June 2023, 4,400,000 options were exercised by the employees (2022: Nil). There are 7,100,000 options outstanding as at 30 June 2023. 7) On 11 August 2021, the Company granted an employee who is not a related party of the Company, 2,000,000 Options under the Equity Incentive Plan. The exercise price of the options is $0.06 and the options will expire on 11 August 2024. 50% of these options will vest to the employee on 12 months of continued employment and 50% on 24 months of continued employment. There were no options exercised during the year ended 30 June 2023 (2022: Nil). 8) On 24 November 2021, the Company granted the Managing Director, 5,000,000 Options under the Equity Incentive Plan. The exercise price of the options is $0.04 and the options will expire on 2 July 2024. 50% of these options will vest to the employee on 12 months of continued employment and 50% on 24 months of continued employment. There were no options exercised during the year ended 30 June 2023 (2022: Nil). 9) On 29 November 2021, the Company granted an employee who is not a related party of the Company, 2,000,000 Options under the Equity Incentive Plan. The exercise price of the options is $0.06 and the options will expire on 26 November 2024. 50% of these options will vest to the employee on 12 months of continued employment and 50% on 24 months of continued employment. There were no options exercised during the year ended 30 June 2023 (2022: Nil). The share options outstanding at the end of the financial year had a weighted average remaining contractual life of 1.18 years (2022: 1.61 years) and weighted average exercise price of $0.031 (2022: $0.016). (b) Performance rights At 1 July 2022 Performance rights granted Performance rights exercised Performance rights vesting At 30 June 2023 Number - 37,783,332 (10,183,335) - $ - 1,823,057 (923,333) - 27,599,997 899,724 Share-based payments granted during the year: 6,800,000 performance rights granted to directors on 30 November 2022. The fair value of 6,800,000 performance rights granted to directors has been calculated at $680,000. The fair value was calculated using the share price of $0.10 at grant date, being 30 November 2022. On 31 December 2022, the vesting condition for Tranche 1 was achieved and 2,266,667 performance rights vested. On 13 January 2023, 2,266,667 fully paid ordinary shares were then issued to the directors. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 57 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 24. Share-based Payments (continued) (b) Performance rights (continued) 23,750,000 performance rights granted to employees on 8 December 2022. The fair value of 23,750,000 performance rights granted to employees has been calculated at $2,090,000. The fair value was calculated using the share price of $0.088 at grant date, being 8 December 2022. On 31 December 2022, the vesting condition for Tranche 1 was achieved and 7,916,668 performance rights vested. On 13 January 2023, 7,916,668 fully paid ordinary shares were then issued to employees. 3,633,332 performance rights granted to employees on 30 January 2023. The fair value of 3,633,332 performance rights granted to employees has been calculated at $363,333. The fair value was calculated using the share price of $0.100 at grant date, being 30 January 2023. 600,000 performance rights granted to a director on 2 March 2023. The fair value of 600,000 performance rights granted to a director has been calculated at $48,600. The fair value was calculated using the share price of $0.081 at grant date, being 2 March 2023. 3,000,000 performance rights granted to the Chief Financial Officer on 31 May 2023. The fair value of 3,000,000 performance rights granted to an employee has been calculated at $150,000. The fair value was calculated using the share price of $0.050 at grant date, being 31 May 2023. A share-based payment expense has been included within the Consolidated Statement of Profit or Loss and Other Comprehensive Income, with the expense recognised over the useful life/term of the performance rights. The total share- based payment expense for the year in respect to performance rights granted was $1,823,057, classified under Director & Employee Benefits (Note 3) in the profit and loss. 25. Remuneration of Auditors Remuneration of the auditor, for: Auditing or reviewing the financial report - PKF Perth - Nexia Perth Pty Ltd (Australia) 26. Contingent Liabilities Consolidated 30 June 2023 30 June 2022 $ $ 48,531 - 48,531 18,000 11,000 29,000 On 26 October 2022, the Company entered into an option and license agreement for tenements E30/499, P30/1157 and E29/1074 with an unrelated vendor. The terms of the agreement are as follows: a) Initial option fee of $50,000 applicable for twelve months (paid); b) Option extension fee of $50,000 to extend the option period for another twelve months; c) Upon issuing an exercise notice, the vendor agrees to sell and the Company agrees to purchase the tenements for a consideration of $1,000,000; and d) Grant of royalty to the vendor at $1 per tonne of iron ore and 1% gross royalty payable on all minerals other than iron ore. There is a contingent liability of $11,725 for a rental bond on the lease of business premises entered into on 22 September 2021 which has been secured via a term deposit for the same amount. There were no other material contingent liabilities or contingent assets for the year ended 30 June 2023. 58 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 27. Parent Entity Statement of Financial Position Assets Current assets Non-current assets Total Assets Liabilities Current liabilities Non-current liabilities Total Liabilities Equity Issued capital Accumulated losses Reserves Total Equity Statement of Profit or Loss and Other Comprehensive Income Total loss for the year Total comprehensive loss 28. Deed of Cross-Guarantee 30 June 2023 $ 30 June 2022 $ (Restated) 14,308,698 41,385,515 2,840,494 17,863,075 55,694,213 20,703,569 4,375,886 143,384 4,519,270 1,346,802 177,577 1,524,379 97,104,008 (47,862,295) 1,933,230 60,954,153 (42,545,381) 770,418 51,174,943 19,179,190 (5,316,915) (1,598,414) (5,316,915) (1,598,414) The Company has not entered into any guarantees, in the current or previous financial year, in relation to the debts of its subsidiaries. 29. Events Occurring After the Reporting Date Subsequent to 30 June 2023, the following significant events were undertaken by the Group: • On 4 July 2023, the Company granted 1,500,000 unlisted performance rights subject to the vesting conditions of Tranche 2 and Tranche 3 via the Equity Incentive Plan to an employee who is not a related party of the Company. • On 5 July 2023, the Company announced a 40% increase in Resource tonnage at Yin - Mangaroon. • On 5 July 2023, the vesting condition for Tranche 2 was achieved and 2,266,667 performance rights for directors and 11,983,334 performance rights for employees vested. These performance rights were exercised, and the Company issued 14,250,001 fully paid ordinary shares on 1 August 2023. • On 10 July 2023, the Company announced high-grade REE-Nb zones at C3 & C5 – Mangaroon. • On 17 July 2023, the Company announced additional high-grade REE-Nb zones at C3 & C5 – Mangaroon • On 7 August 2023, the Company announced significant new intercepts from drilling at the Yin Ironstone Complex – Mangaroon. • On 17 August 2023, the Company announced further thick, high-grade results from extensional and infill drilling at the Yin Ironstone Complex – Mangaroon. at C3 taking the global REE Resources at Mangaroon to 30.90Mt @ 1.02% TREO. • On 28 August 2023, the Company released an initial, independent REE-Nb-P-Ti-Sc Resources of 10.48Mt @ 1.00% TREO • • On 28 August 2023, the vesting condition for Tranche 3 was achieved and 2,566,667 performance rights for directors and 11,983,329 performance rights for employees vested. These performance rights were exercised, and the Company issued 14,549,996 fully paid ordinary shares on 4 September 2023. • On 30 August 2023, the Company announced that drilling had commenced at the Money Intrusion Ni-Cu-PGE (First Quantum Minerals Earn-in) – Mangaroon. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 59 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Notes to the Consolidated Financial Statements For the Year Ended 30 June 2023 29. Events Occurring After the Reporting Date (continued) • On 31 August 2023, the Company announced that massive and disseminated Ni-Cu sulphides had been intersected at the Money Intrusion Ni-Cu-PGE Project – Mangaroon. • On 4 September 2023, the Company announced the results of a comprehensive gold review at Mangaroon. • On 12 September 2023, the Company announced thick Ni-Cu Mineralisation at Mangaroon. • On 13 September 2023, the Company announced highest grades to date from Yin infill drilling at Mangaroon. Other than the events detailed above, there has not arisen in the interval between 1 July 2023 and the date of this report any item, transaction or event of a material and unusual nature likely, in the opinion of the directors of the Group, to significantly affect the operations of the consolidated entity, the results of those operations, or the state of affairs of the consolidated entity, in future years. 30. Company Details The registered office of the Company is: Dreadnought Resources Ltd Level 3, 88 William Street Perth WA 6000 The principal place of business of the Company is: Dreadnought Resources Ltd Unit 1, 4 Burgay Court Osborne Park WA 6017 The postal address of the Company is: PO Box 712 Osborne Park DC WA 6916 www.dreadnoughtresources.com.au Email: info@dreres.com.au 60 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 Directors’ Declaration For the Year Ended 30 June 2023 In the directors' opinion: • • • • the attached financial statements and notes comply with the Corporations Act 2001, the Accounting Standards, the Corporations Regulations 2001 and other mandatory professional reporting requirements; the attached financial statements and notes comply with International Financial Reporting Standards as issued by the International Accounting Standards Board as described in Note 1 to the financial statements; the attached financial statements and notes give a true and fair view of the consolidated entity's financial position as at 30 June 2023 and of its performance for the financial year ended on that date; and there are reasonable grounds to believe that the Group will be able to pay its debts as and when they become due and payable. The directors have been given the declarations required by section 295A of the Corporations Act 2001. Signed in accordance with a resolution of directors made pursuant to section 295(5)(a) of the Corporations Act 2001. On behalf of the directors DEAN TUCK Managing Director Dated 19 September 2023 DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 61 PKF Perth TO THE MEMBERS OF DREADNOUGHT RESOURCES LIMITED Report on the Financial Report Opinion We have audited the accompanying financial report of Dreadnought Resources Limited (the company), which comprises the consolidated statement of financial position as at 30 June 2023, the consolidated statement of profit or loss and other comprehensive income, the consolidated statement of changes in equity and the consolidated statement of cash flows for the year then ended, notes comprising a summary of significant during the financial year. or from time to time In our opinion the accompanying financial report of Dreadnought Resources Limited is in accordance with the Corporations Act 2001, including: i) performance for the year ended on that date; and ial position as at 30 June 2023 and of its ii) Complying with Australian Accounting Standards and the Corporations Regulations 2001. Basis for Opinion We conducted our audit in accordance with Australian Auditing Standards. Our responsibilities under those Responsibilities for the Audit of the Financial Report section of our report. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion. Independence We are independent of the consolidated entity in accordance with the auditor independence requirements of the Corporations Act 2001 and the ethical requirements of the Accounting Professional and Ethical Standards Code of Ethics for Professional Accountants (including Independence Standards) (the Code) that are relevant to our audit of the financial report in Australia. We have also fulfilled our other ethical responsibilities in accordance with the Code. Level 4, 35 Havelock Street, West Perth, WA 6005 PO Box 609, West Perth, WA 6872 T: +61 8 9426 8999 F: +61 8 9426 8900 www.pkfperth.com.au PKF Perth is a member firm of the PKF International Limited family of legally independent firms and does not accept any responsibility or liability for the actions or inactions of any individual member or correspondent firm or firms. Liability limited by a scheme approved under Professional Standards Legislation. Page | 62 PKF Perth Key Audit Matters A key audit matter is a matter that, in our professional judgement, was of most significance in our audit of the financial report of the current year. This matter was addressed in the context of our audit of the financial report as a whole, and in forming our opinion thereon, and we do not provide a separate audit opinion on this matter. For the matter below, our description of how our audit addressed this matter is provided in that context. 1. Valuation of capitalised exploration expenditure Why significant How our audit addressed the key audit matter As at 30 June 2023 the carrying value of exploration and evaluation assets was $42,278,019 (2022: Restated $17,196,520), as disclosed in Note 10. pect of exploration and evaluation expenditure is outlined in Note 1(r). Significant judgement is required: in determining whether facts and circumstances indicate that the exploration and evaluation assets should be tested for impairment in accordance with Australian Accounting Standard AASB 6 Exploration for and Evaluation of Mineral Resources in determining the treatment of exploration and evaluation expenditure in accordance with AASB 6, and the consolidated entit s accounting policy. In particular: o whether the particular areas of interest meet the recognition conditions for an asset; and o which elements of exploration and evaluation expenditures qualify for capitalisation for each area of interest. Our work included, but was not limited to, the following procedures: c assessment of prepared in accordance with AASB 6 including: impairment trigger events o o o assessing whether the rights to tenure of the areas of interest remained current at reporting date as well as confirming that rights to tenure are expected to be renewed for tenements that will expire in the near future; obtaining specific representations with the directors and management as to the status of ongoing exploration programmes for the areas of interest, as well as assessing if there was evidence that a decision had been made to discontinue activities in any specific areas of interest; and obtaining and assessing evidence of the tention for the areas of interest, including reviewing future budgeted expenditure and related work programmes. considering whether exploration activities for the areas of interest had reached a stage where of assessment reasonable economically recoverable reserves existed; a testing, on a sample basis, exploration and evaluation expenditure incurred during the year the compliance with AASB 6 and for reviewing the impairment calculations provided and related assumptions and disclosures in Notes 1(r), 1(t) and 10 for accuracy and completeness. Page | 63 PKF Perth 2. Share Based Payments Why significant How our audit addressed the key audit matter For the year ended 30 June 2023, the value of share- based payments expense totalled $2,440,475 (2022: $389,345) as disclosed in Note 3 and 24. This has been recognised as a share-based payment expense in the Statement of Profit or Loss and Other Comprehensive Income for $2,444,993. The consolidated entit estimates in respect of share-based payments is outlined in Note 1(q). Significant judgement is required in relation to: The valuation method used in the model; and The assumptions and inputs used within the model. Our work included, but was not limited to, the following procedures: Reviewed the company instruments issued, including: valuations of the equity o assessing the appropriateness of the valuation method used; and o assessing the reasonableness of the assumptions and inputs used within the valuation model. Reviewed Board meeting minutes and ASX announcements as well as enquired of relevant personnel to ensure all share-based payments had been recognised; Assessed the allocation and recognition to ensure these are reasonable; and Assessed of disclosures in Notes 1(q), 3, 15 and 24. the appropriateness the related Other Information Those charged with governance are responsible for the other information. The other information comprises the r ended 30 June 2023, but does not info Our opinion on the financial report does not cover the other information and accordingly we do not express any form of assurance conclusion thereon, with the exception of the Remuneration Report. In connection with our audit of the financial report, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial report or our knowledge obtained in the audit or otherwise appears to be materially misstated. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. We have nothing to report in this regard. Responsibilities of The Directors of the company are responsible for the preparation of the financial report that gives a true and fair view in accordance with Australian Accounting Standards and the Corporations Act 2001 and for such internal control as the Directors determine is necessary to enable the preparation of the financial report that gives a true and fair view and is free from material misstatement, whether due to fraud or error. In preparing the financial report, the D continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the Directors either intend to liquidate the consolidated entity or to cease operations, or have no realistic alternative but to do so. ies for the Audit of the Financial Report Page | 64 PKF Perth Our objectives are to obtain reasonable assurance about whether the financial report as a whole is free from material misstatement, whether due to fraud or error, and to issue an auditor ion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with Australian Auditing Standards will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of this financial report. As part of an audit in accordance with Australian Auditing Standards, we exercise professional judgement and maintain professional scepticism throughout the audit. We also: Identify and assess the risks of material misstatement of the financial report, whether due to fraud or error, design and perform audit procedures responsive to those risks, and obtain audit evidence that is sufficient and appropriate to provide a basis for our opinion. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the consolidated en Evaluate the appropriateness of accounting policies used and the reasonableness of accounting estimates and related disclosures made by the Directors. Conclud is of accounting and, based on the audit evidence obtained, whether a material uncertainty exists related to events or conditions that may cast significant doubt on the consolidated ent ern. If we conclude that a material uncertainty exists, we are required to d in the financial report or, if such disclosures are inadequate, to modify our opinion. Our conclusions are ort. However, future events or based on the audit evidence obtained u conditions may cause the consolidated entity to cease to continue as a going concern. Evaluate the overall presentation, structure and content of the financial report, including the disclosures, and whether the financial report represents the underlying transactions and events in a manner that achieves fair presentation. Obtain sufficient appropriate audit evidence regarding the financial information of the entities or business activities within the consolidated entity to express an opinion on the group financial report. We are responsible for the direction, supervision and performance of the group audit. We remain solely responsible for our audit opinion. We communicate with the Directors regarding, among other matters, the planned scope and timing of the audit and significant audit findings, including any significant deficiencies in internal control that we identify during our audit. We also provide the Directors with a statement that we have complied with relevant ethical requirements regarding independence, and to communicate with them all relationships and other matters that may reasonably be thought to bear on our independence, and where applicable, actions taken to eliminate threats or safeguards applied. From the matters communicated with the Directors, we determine those matters that were of most significance in the audit of the financial report of the current period and are therefore the key audit matters. We describe law or regulation precludes public disclosure about the matter or these matte when, in extremely rare circumstances, we determine that a matter should not be communicated in our report because the adverse consequences of doing so would reasonably be expected to outweigh the public interest benefits of such communication. Page | 65 PKF Perth Report on the Remuneration Report Opinion We have audited the Remuneration Report included in the D Report for the year ended 30 June 2023. In our opinion, the Remuneration Report of Dreadnought Resource Limited for the year ended 30 June 2023 complies with section 300A of the Corporations Act 2001. Responsibilities The directors of the Company are responsible for the preparation and presentation of the Remuneration Report in accordance with section 300A of the Corporations Act 2001. Our responsibility is to express an opinion on the Remuneration Report, based on our audit conducted in accordance with Australian Auditing Standards. PKF PERTH SHANE CROSS AUDIT PARTNER 19 SEPTEMBER 2023 WEST PERTH WESTERN AUSTRALIA Page | 66 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 ASX Additional Information Additional information required by the ASX Listing Rules is set out below. 1. Shareholdings The issued capital of the Company as at 14 September 2023 is: 3,359,328,217 ordinary fully paid shares All issued ordinary fully paid shares carry one vote per share. 2. Distribution of Equity Securities as at 14 September 2023 is: Ordinary Shares (ASX Code: DRE) Holding Ranges 1 - 1,000 1,001 - 5,000 5,001 - 10,000 10,001 - 100,000 100,001 Over Totals Holders 126 241 905 4,376 3,096 8,750 Total Units 30,111 1,030,128 7,543,214 198,272,057 3,152,452,707 3,359,328,217 % Issued Share Capital 0.00 0.03 0.22 5.90 93.85 100.00% 3. Unmarketable parcels There were 909 holders of less than a marketable parcel of ordinary shares. 4. Substantial shareholders as at 14 September 2023 is: Name Paul Chapman and associated entities Number of Shares 317,938,084 % Holding 9.46% 5. Restricted Securities Subject to Escrow as at 14 September 2023 is: There are currently no restricted securities subject to Escrow. 6. On-market buy back There is currently no on-market buyback program for any of the Company’s listed securities. 7. Group cash and assets In accordance with Listing Rule 4.10.19, the Group confirms that it has been using the cash and assets for the year ended 30 June 2023 consistent with its business objective and strategy. 8. Voting Rights All ordinary fully paid shares have one voting right per share. Unlisted options have no voting rights. DREADNOUGHT RESOURCES | ANNUAL REPORT 2023 67 DREADNOUGHT RESOURCES LTD AND CONTROLLED ENTITIES ABN 40 119 031 864 ASX Additional Information 9. Top 20 Largest Holders of Listed Securities as at 14 September 2023 is: Holder Name Stone Poneys Nominees Pty Ltd Mr Philip David Crutchfield (Group) Pareto Nominees Pty Ltd Mr David Michael Chapman + Ms Michele Wollens CITICORP Nominees PTY Limited PARKRANGE Nominees Pty Ltd Kaos Investments Pty Limited Mr Dean Tuck + Mrs Dianne Mae Tuck Mr Tao Wu Mr Nevres Crljenkovic Mr David James Delfante SUPERHERO SECURITIES LIMITED Mr LIizhong Wu+ Mrs Weiping Qiu HSBC Custody Nominees (Australia) Limited-GSCO ECA BNP Paribas Nominees Pty Ltd ACF CLEARSTREAM Mr Stephen James Foley + Ms Natalie Chantal Mellonius Mr Drew Griffin Money JE International Payne Geological Services Pty Ltd Mr Philip David Crutchfield (Group) Pareto Nominees Pty Ltd Mr David Michael Chapman + Ms Michele Wollens CITICORP Nominees PTY Limited PARKRANGE Nominees Pty Ltd Kaos Investments Pty Limited Mr Dean Tuck + Mrs Dianne Mae Tuck Mr Tao Wu Mr Nevres Crljenkovic Mr David James Delfante SUPERHERO SECURITIES LIMITED Mr LIizhong Wu+ Mrs Weiping Qiu HSBC Custody Nominees (Australia) Limited-GSCO ECA BNP Paribas Nominees Pty Ltd ACF CLEARSTREAM Mr Stephen James Foley + Ms Natalie Chantal Mellonius Mr Drew Griffin Money JE International Payne Geological Services Pty Ltd

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