Logo
Welcome to Felix Gold
The Treasure Creek crew with the bulk-sample excavator and bagged stibnite ore, Fairbanks Mining District, Alaska
Investor presentation · October 2026

U.S. ore to U.S. metal.

Rebuilding America's antimony supply chain

View the presentation
Treasure Creek, Fairbanks Mining DistrictThe Alaska crew on the bulk-sample pad with hand-sorted, bagged stibnite-bearing material.
A cleared work area and access tracks cut through spruce forest at Treasure Creek, from the air
U.S. Department of Energy · 19 August 2026

Selected for negotiation of up to US$18 million in non-dilutive federal funding

The DOE selection
Treasure Creek, Fairbanks Mining District
Mineralised material charged to the furnace at the pilot plant
01Smelt and fume
The collected antimony trioxide fume in a pan at the pilot plant
02Capture and reduce
An antimony metal ingot cast from Treasure Creek mineralised material
03Cast to metal
Pilot plant · 27 August 2026

Flowsheet demonstrated at pilot scale

The pilot plant
Antimony metal cast from Treasure Creek mineralised material
Latest quarterly report · October 2026

The September 2026 quarter

Significant progress towards the proposed antimony mine at Treasure Creek and a U.S. refinery. Selected for up to US$18 million of U.S. Department of Energy funding.A

The Company is targeting small scale mining operations at Treasure Creek in June 2027 and the operation of Frontier's U.S. antimony refinery in the first half of 2028.C

  • Secure the ore
    • Mine permit application being prepared for lodgement with the State of Alaska, within the State's coordinated permitting process
    • Baseline studies, civil design and mine planning substantially completed to support the mine permit application
    • 80 holes completed (45 RC and 35 diamond): the first seven reported since quarter end, 73 pending
    • Nine trenches for 330 metres in the proposed mine area, with 218 samples at the laboratory
    • Resource modelling for the updated NW Array Mineral Resource estimate commenced, and the economic studies for the mine in their final stages
    • Community Advisory Committee established with an independent local facilitator, with ongoing engagement with the community and government decision makers
  • Make the metal
    • Antimony metal made at pilot scale from Treasure Creek mineralised material, indicating the simplified route for direct shipping materialB
    • U.S. site selection narrowed to priority locations, and preliminary engineering design substantially advanced
  • Grow the value
    • Inferred gold Mineral Resource of 831,000 ounces across NW Array and Grant Mine
    • Largest landholder in the Fairbanks Mining District, with step-out drilling and soil sampling looking beyond the initial development area

Lodged with ASX on 30 October 2026, with the Appendix 5B cash flow report

Cover page of the Felix Gold quarterly activities report, September 2026

A DOE selection is not a commitment to fund; no funding has been obligated. B Pilot scale, batch mode; XRF grades indicative, assays pending; final refining stage not undertaken; no production target. C Aspirational targets, not production targets. No antimony Mineral Resource, Ore Reserve or feasibility study. Full cautionary statements

Investor presentation · October 2026

The latest investor presentation

Lodged with ASX on 9 October 2026

Download the presentation (PDF) · 11.8 MB

Joseph Webb, Executive Director · 9 October 2026

Chapters 11
Key figures

The numbers behind the story

71.9% SbDirect shipping material, Bundtzen Vein, meeting MIL-A-22131 before processing
90.8%Antimony-bearing minerals, with arsenic, lead and copper below detection
250 m+Main vein zone at surface, open along strike and at depth
831 kozJORC Inferred gold, NW Array and Grant Mine
30 kmFrom Fairbanks, with year-round paved highway and grid power to the project
US$18MSelected for negotiation of up to US$18 million in non-dilutive federal funding

Figures from: Investor Presentation, lodged with ASX 9 Oct 2026. Selected high-grade samples, not average grades. No antimony Mineral Resource or Ore Reserve is declared.

Why antimony

Antimony, the national security metal the United States cannot make

  • China, Russia and Tajikistan

    World mine production

    85%+

    of world mine production, on falling global supply

  • United States

    Net import reliance

    91%

    U.S. net import reliance in 2025. None was mined domestically from 2001 to 2024

  • Fairbanks, Alaska

    Treasure Creek

    71.9% Sb

    Direct shipping material, meeting MIL-A-22131 before processing

Note

China announced export controls in August 2024 and banned shipments to the United States in December 2024. The prohibition on U.S. military end users remains in force.

Fairbanks Mining District, Alaska

Strategically located

See the project map →
Treasure Creek antimonyNW Array goldGrant Mine goldNE Fairbanks goldFort Knox millThird-party operation, approximately 30 km by road
Why the position matters
  • District-scale tenure, 30 km from Fairbanks
  • Largest claim position in the Fairbanks Mining District
  • Year-round paved highway and grid power to the project
  • Rail, international airport and skilled workforce at Fairbanks

Latest ASX announcements

All announcements →
The Treasure Creek site from the air, Fairbanks Mining District, Alaska

One mineralised system. Two metals. One owner, all the way to metal.

Forward-looking statements, Mineral Resources and Competent Person information: See cautionary statements. Visual estimates of mineral abundance should never be considered a proxy or substitute for laboratory analyses where concentrations or grades are the factor of principal economic interest.