Press Release: Quarterly Activities Report

Dow Jones
Jul 30

for the three months ended 30 June 2025

(figures are unaudited and in A$ except where stated)

TORONTO, July 29, 2025 (GLOBE NEWSWIRE) --

June 2025 Quarter

During the Quarter ending 30 June 2025 (June Quarter), Xanadu Mines Ltd (Xanadu or the Company) focused on strategic funding options to progress the Kharmagtai Copper and Gold Project (Kharmagtai). This resulted in an off-market takeover bid from Bastion Mining Pty Ltd (Bastion), which the Board recommended to shareholders. At the time of this report, Bastion has acquired a relevant interest exceeding 90% of Xanadu shares and issued a Notice of Compulsory Acquisition for all remaining shares outstanding(1) .

Key Highlights:

   -- Xanadu entered into an exclusivity period with Zijin Mining Group Co. 
      Ltd. (Zijin) on 7 April 2025 to discuss a range of potential corporate 
      transactions. The exclusivity period expired on 5 May 2025 without the 
      finalisation of a control transaction.2,3 
 
   -- Xanadu entered into a Bid Implementation Agreement (BIA) with Bastion on 
      19 May 2025, with the Board recommending an off-market takeover bid to 
      acquire all full paid, ordinary shares in Xanadu at a price of A$0.08 
      cash per Xanadu Share (Offer).4 
 
   -- The Offer represented a 57% premium to Xanadu's closing price of A$0.051 
      per share on 16 May 2025 and a 52% premium to Xanadu's 90-day Volume 
      Weighted Average Price (VWAP) up to 16 May 2025. 
 
   -- To provide interim funding, Bastion and Xanadu entered into a share 
      subscription agreement, under which Bastion subscribed to 286,829,633 
      Xanadu shares at an issue price of A$0.06 per share, raising A$17.2 
      million. 
 
   -- Xanadu withdrew on 26 May 2025 the shareholder resolutions to execute a 
      put option under the Kharmagtai Joint Venture Shareholders Agreement with 
      Zijin.5 
 
   -- Bastion declared the takeover offer unconditional on 24 June, after 
      reaching more than 50% shareholding in Xanadu.6 The Board reiterated its 
      recommendation for shareholders to accept the offer as soon as 
      practicable.7 
 
   -- Xanadu held A$18.532 million in cash on 30 June 2025. 
 
   -- Subsequent to the quarter, on 25 July 2025, Bastion published a Notice of 
      Compulsory Acquisition, having acquired a relevant interest of greater 
      than 90% of Xanadu shares.8 
 
   -- Subsequent to the quarter, Bastion extended the Offer to close at 7:00pm 
      (Sydney time) on 5 August 2025, unless further extended or withdrawn.9 
 
   -- Subsequent to the quarter and following sale of Zijin shares into the 
      Offer, Zijin's nominee Shaoyang Shen resigned from the Board of Xanadu.10 
      Note that Zijin retains its 50% shareholding in the Khuiten Metals Pte 
      Ltd, the entity which controls Kharmagtai. 

Executive Chairman & Managing Director, Colin Moorhead, said:

"The transaction with Bastion is an important milestone on the journey for both the Kharmagtai Project and for Xanadu. This event also successfully concludes the company strategy to deliver a liquidity event for Xanadu shareholders to unlock value from the Kharmagtai discovery. Given the scale and complexity of the project, the challenging jurisdiction, and the added complexity of a 50:50 JV with a Chinese partner, I am very proud of this achievement and thank the team for their efforts, and shareholders for their support.

Looking forward, I expect Kharmagtai to be the next major mine to be built in Mongolia and an important producer of copper to the world. We wish Bastion and Zijin both success in moving this project rapidly to production."

Corporate Transaction

On 7 April 2025, the Company undertook an exclusivity arrangement with its major shareholder and joint venture partner Zijin Mining Group Co. Ltd (Zijin), to allow the parties to discuss a range of potential corporate transactions(11) . This arrangement also extended the term of the potential option to allow the Company to dispose of a 25% interest in Khuiten Metals Pte Ltd (25% Put Option). Following substantive discussions with Zijin, on 5 May 2025 Xanadu reported that the parties had been unable to finalise a control transaction within the exclusivity period and that the Company would recommence discussions with other interested parties(12) . The 25% Put Option was subsequently withdrawn from the resolutions at the proposed Extraordinary General Meeting (EGM) scheduled for 4 June 2025 and the meeting was cancelled(13) .

On 19 May 2025, the Company announced that it had entered into a Bid Implementation Agreement with Bastion Mining Pte Ltd (Bastion) under which Bastion made an off-market takeover offer to acquire all the fully paid, ordinary shares issued in Xanadu (Xanadu Shares) which Bastion did not already own, at a price of A$0.08 cash per Xanadu Share (Offer) (14) (15) (16) (17) (18) (19) .

The Offer was made by Bastion, which represents a consortium of Boroo Pte Ltd (Boroo) and Xanadu Director Ganbayar Lkhagvasuren (together, the Bid Sponsors). Boroo is a private Singapore-incorporated entity which invests in major gold projects internationally. Boroo key assets include Lagunas Norte, a producing gold mine in Peru and a portfolio of development-stage projects in South America. Boroo has guaranteed Bastion's obligations as bidder under the Bid Implementation Agreement.

In the Bastion Bidders Statement(20) , the bidder cited the significant premium to historic market prices for Xanadu shares and the substantial value of the offer at A$160 million for Xanadu Mines, at the high end of the valuation prepared by BDO. The Bidders Statement also noted the removal of exposure to risks associated to being invested in a Company with a non-operating minority join partner, and associated development risks.

Xanadu's Takeover Board Committee(21) , together with Xanadu's legal and financial advisers, carefully considered the Offer. The Takeover Board Committee Directors unanimously recommended that Xanadu shareholders ACCEPT the Offer in the absence of a superior proposal and subject to the Independent Expert concluding (and continuing to conclude) that the Offer is fair and reasonable.

The Board noted in its Target's Statement(22) that Bastion's Offer has been made following the hard work and success of the Xanadu team in advancing the Kharmagtai Copper-Gold Project (Kharmagtai) over the last 5 years. The release of the Pre-Feasibility Study $(PFS)$ in October 2024 and declaration of a maiden ore reserve was a significant milestone for the Company and confirmed the potential of Kharmagtai as a globally significant, long life, low cost and low risk future copper-gold mine.

As the next step for Xanadu, through its Bidder's Statement, Bastion indicated an intent to delist Xanadu from both ASX and TSX exchanges should it reach a relevant interest of more than 75%. Bastion further indicated its intent to acquire all remaining shares in Xanadu via compulsory acquisition, should it reach an interest of more than 90%.

As the next phase for Kharmagtai is to secure the project's permitting and Mongolian investment agreement pathway. In that regard, Boroo's considerable in-country experience will be invaluable for driving the engagement process, making Bastion a natural choice as the new owner of Xanadu and partner to Zijin Mining Group Co. Ltd (Zijin). With Zijin now responsible for the operatorship of Kharmagtai and, recognising Xanadu's profile as an exploration-focused company with limited balance sheet strength to fund its share of the very significant capital required to progress development of the project, the Takeover Board Committee noted that it considers that now is the appropriate time to provide a liquidity event for Xanadu Shareholders.

Subsequent to the quarter, Bastion gave notice that it had extended its Offer(23) to now close at 7pm Sydney time on 5 August 2025 (unless further extended or withdrawn). The Takeover Board Committee reiterated its unanimous recommendation that Xanadu Shareholders ACCEPT the Offer as soon as practicable (in the absence of a superior proposal and subject to the Independent Expert continuing to conclude that the Offer is fair and reasonable). This recommendation outlined the potential risks to liquidity and value of shares held if the Offer closes and Bastion is not entitled to proceed to the compulsory acquisition.

On 25 July, Bastion announced that following acceptances of its Offer to date, it held relevant interest greater than 90% of Xanadu shares and issued a Notice of Compulsory Acquisition for the remaining shares outstanding(24) .

Operations

During the quarter, Xanadu maintained its three projects at operational care & maintenance status, which included Kharmagtai (operated by Zijin), the Red Mountain Copper-Gold Project, and the Sant Tolgoi Copper-Nickel Project. At Kharmagtai, technical discussions continued in preparation for the Bankable Feasibility Study $(BFS)$, and both local community and regulatory engagement programs continued as planned. No exploration activity was undertaken during the quarter.

Figure 1: Location of Xanadu Projects in Mongolia

 
Results of Operations 
 
                                                 Quarter Ended 
                                ---------------------------------------- 
                                 30 Jun  31 Mar  31 Dec  30 Sep  30 Jun 
                                   2025    2025    2024   2024     2024 
                                  $'000   $'000   $'000  $'000    $'000 
                                -------  ------  ------  ------  ------- 
JV: Gross Exploration 
Expenditure (a) 
     Kharmagtai                       -       -       -       -    4,209 
     Drill metres (b,c)               -       -       -       -      601 
 
Gross Exploration Expenditure 
     Red Mountain                    23      30      42      97      929 
     Drill metres (b,c)               -       -       -       -    3,726 
     Sant Tolgoi                      2      97     331     181        - 
     Drill metres                     -       -       -       -        - 
 
Exploration expenditures 
 capitalised (d)                     25     127     373     278      929 
Corporate general and 
 administration (e)               6,844   1,020   2,104   1,175    1,466 
Less JV Operator Overhead 
 recovery (f)                     ( - )   ( - )   ( - )   (933)  (1,036) 
                                -------  ------  ------  ------  ------- 
Net Corporate general and 
 administration                   6,844   1,020   2,104     242      430 
 
 
a.    Includes all forms of exploration such as diamond 
       drilling, trenching, hydrology drilling, geophysics, 
       assays and related costs. 
b.    Reflects invoiced metres paid during the quarter under 
       drilling contract. Physical metres drilled during 
       the quarter may vary due to invoice timing. 
c.    Excludes metres related to horizontal trenching, hydrological 
       drilling, and shallow geotechnical investigation. 
d.    Excludes Kharmagtai (Khuiten JV) Gross exploration 
       expenditure no longer consolidated in the Company's 
       results. 
e.    Includes expenses accrued for June Qtr for Jefferies 
       fees of $3.6M and Bacchus Capital Advisors of $1M 
       in relation to the takeover offer announced by Bastion. 
       Includes tranche 1 of success fee of AUD$753k paid 
       to Jeffries in April 2023 and following tranche 2 
       AUD$750 accrued Dec 2023, paid April 2024 in relation 
       to completion of Khuiten JV with Zijin. 
f.    As operator of Khuiten JV, the operator overheads 
       are recoverable in accordance with the Shareholders 
       Joint Venture Agreement. 
 

Financial and Corporate

Capital Structure

On 30 June 2025, the Company had 2,291,211,189 fully paid ordinary shares on issue and approximately A$18.532 million in cash.

During the Quarter, the Company advised that 92,184,000 fully paid ordinary shares were issued to exercising option holders or their nominees following a Change of Control event which resulted in the waiving of all Vesting and Restriction conditions in accordance with the terms of the options issue(25) .

Equity Funding Arrangements

To assist Xanadu in meeting its corporate and joint venture funding obligations during the Offer period, Bastion and Xanadu entered into a share subscription agreement under which Bastion agreed to subscribe for 286,829,633 Xanadu Shares at an issue price of A$0.06 per share.(26)

The issue of the Subscription Shares took place on 26 May 2025 and were issued under Xanadu's available placement capacity pursuant to ASX Listing Rule 7.1.(27) Xanadu received a cash sum of A$17.2 million for the Subscription Shares; and immediately following settlement, Bastion held a relevant interest in 13.04% of Xanadu Shares.

Shareholder Meetings

An Extraordinary General Meeting (EGM) was scheduled for 11 April 2025 to vote on the exercise of the 25% put option in respect of Khuiten Metals Pte Ltd and to ratify prior issue of shares. The put option resolution was withdrawn after announcement of exclusivity arrangements with Zijin and extension of the put option exercise period.(28)

The Annual General Meeting $(AGM)$ was held on 22 May 2025, with all resolutions approved by shareholders.(29)

A second EGM was scheduled for 4 June 2025 to vote on the 25% put option, after conclusion of the exclusivity period with Zijin. This resolution was withdrawn and the EGM was cancelled after completion of the equity placement to Bastion and commencement of the off-market takeover bid period.(30)

Director Resignation

Subsequent to the Quarter and following sale of Zijin shares into the Offer, Zijin's nominee Shaoyang Shen resigned from the Board of Xanadu.(31) Note that Zijin retains its 50% shareholding in the Khuiten Metals Pte Ltd, the entity which controls Kharmagtai.

ASX Announcements

This June 2025 Quarterly Activities Report does not contain any information reported in accordance with the 2012 Edition of the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves (JORC Code, 2012).

About Xanadu Mines

Xanadu is an ASX and TSX listed Exploration company operating in Mongolia. We give investors exposure to globally significant, large-scale copper-gold discoveries and low-cost inventory growth. Xanadu maintains a portfolio of exploration projects and remains one of the few junior explorers on the ASX or TSX who jointly control a globally significant copper-gold deposit in our flagship Kharmagtai project.

For further information on Xanadu, please visit: www.xanadumines.com or contact:

 
      Colin Moorhead Executive                Spencer Cole Chief Financial & 
      Chairman & Managing Director E:         Development Officer E: 
      colin.moorhead@xanadumines.com          spencer.cole@xanadumines.com P: 
      P: +61 2 8280 7497                      +61 2 8280 7497 
 

This Announcement was authorised for release by Xanadu's Board of Directors.

APPENDIX 1: STATEMENTS AND DISCLAIMERS

MINERAL RESOURCES AND ORE RESERVES REPORTING REQUIREMENTS

The JORC Code, 2012 sets out minimum standards, recommendations and guidelines for Public Reporting in Australasia of Exploration Results, Mineral Resources and Ore Reserves. The Information contained in this Announcement has been presented in accordance with the JORC Code, 2012.

MINERAL RESOURCES AND ORE RESERVES

Mineral Resource Estimates for Kharmagtai were updated during the September 2024 Quarter -- please refer to the relevant ASX/TSX Announcement for details(32) A Maiden Ore Reserve Estimate was reported in the same Announcement.

MINING ACTIVITIES

There were no mine production or development activities during the June 2025 Quarter.

LIST OF TENEMENTS

Xanadu held licenses for the following tenements during the June 2025 Quarter. No new farm-in or farm-out agreements were entered into during the quarter.

 
                                Beneficial 
                                Ownership      Beneficial 
               Tenement          Start of     Ownership End 
Project Name    Name             Quarter       of Quarter      Location 
-------------  -------------  --------------  -------------  ------------- 
                                                                 Mongolia, 
                                                                   Zavkhan 
Sant Tolgoi    Sant Tolgoi          0%        0%(33) ,(34)        Province 
-------------  -------------  --------------  -------------  ------------- 
Red Mountain   Red Mountain        100%           100%       Mongolia, 
                                                             Dornogobi 
                                                             province, 
                                                             Saikhandulaan 
                                                             soum 
-------------  -------------  --------------  -------------  ------------- 
Kharmagtai     Kharmagtai       38.25%(35)       38.25%      Mongolia, 
                                                             Umnugobi 
                                                             province, 
                                                             Tsogttsetsii 
                                                             soum 
-------------  -------------  --------------  -------------  ------------- 
 

COMPETENT PERSON STATEMENTS

The information in this announcement that relates to Mineral Resources is based on information compiled by Mr Robert Spiers, who is responsible for the Mineral Resource Estimate. Mr Spiers is a full time Principal Geologist employed by Spiers Geological Consultants $(SGC)$ and is a Member of the Australian Institute of Geoscientists. He has sufficient experience relevant to the style of mineralisation and type of deposit under consideration and to the activity he is undertaking to qualify as the Qualified Person as defined in the CIM Guidelines and National Instrument 43-101 and as a Competent Person under JORC Code, 2012. Mr Spiers consents to the inclusion in the report of the matters based on this information in the form and context in which it appears.

The information in this announcement that relates to exploration results is based on information compiled by Dr Andrew Stewart, who is responsible for the exploration data, comments on exploration target sizes, QA/QC and geological interpretation and information. Australasian Institute of Geoscientists and is a Member of the Australasian Institute of Geoscientists, has sufficient experience relevant to the style of mineralisation and type of deposit under consideration and to the activity he is undertaking to qualify as the Competent Person as defined in the JORC Code, 2012 and the National Instrument 43-101. Dr Stewart consents to the inclusion in the report of the matters based on this information in the form and context in which it appears.

RELATED PARTIES

As set out in section 6.1 of the attached Appendix 5B, Mining exploration entity or oil and gas exploration entity quarterly cash flow report, payments made to related parties and their associates was approx. $844,173 in the June 2025 Quarter. The amounts relate to salary, superannuation and bonus payments to Directors; legal fees paid to HopgoodGanim Lawyers (a company associated with Xanadu Non-Executive Director Michele Muscillo) for legal services including support to the merger & acquisition activity; rent paid to Xanadu Executive Director Ganbayar Lkhagvasuren in relation to Xanadu's Ulaanbaatar office; and rent fees paid to Colin Moorhead & Associates (a company associated with Xanadu's Executive Chairman and Managing Director, Colin Moorhead) in relation to a share of Xanadu's Melbourne office.

COPPER EQUIVALENT CALCULATIONS

The copper equivalent (eCu, CuEq) calculation represents the total metal value for each metal, multiplied by the conversion factor, summed and expressed in equivalent copper percentage with a metallurgical recovery factor applied.

Copper equivalent grade values were calculated using the formula: CuEq = Cu + Au * 0.60049 * 0.86667.

Where Cu - copper grade (%); Au - gold grade (g/t); 0.60049 - conversion factor (gold to copper); 0.86667 - relative recovery of gold to copper (86.67%).

The copper equivalent formula was based on the following parameters (prices are in USD): Copper price 3.4 $/lb; Gold price 1400 $/oz; Copper recovery 90%; Gold recovery 78%; Relative recovery of gold to copper = 78% / 90% = 86.67%.

FORWARD--LOOKING STATEMENTS

Certain statements contained in this Announcement, including information as to the future financial or operating performance of Xanadu and its projects may also include statements which are 'forward--looking statements' that may include, amongst other things, statements regarding targets, estimates and assumptions in respect of mineral reserves and mineral resources and anticipated grades and recovery rates, production and prices, recovery costs and results, capital expenditures and are or may be based on assumptions and estimates related to future technical, economic, market, political, social and other conditions. These 'forward-looking statements' are necessarily based upon a number of estimates and assumptions that, while considered reasonable by Xanadu, are inherently subject to significant technical, business, economic, competitive, political and social uncertainties and contingencies and involve known and unknown risks and uncertainties that could cause actual events or results to differ materially from estimated or anticipated events or results reflected in such forward--looking statements.

Xanadu disclaims any intent or obligation to update publicly or release any revisions to any forward--looking statements, whether a result of new information, future events, circumstances or results or otherwise after the date of this Announcement or to reflect the occurrence of unanticipated events, other than required by the Corporations Act 2001 (Cth) and the Listing Rules of the Australian Securities Exchange (ASX) and Toronto Stock Exchange (TSX). The words 'believe', 'expect', 'anticipate', 'indicate', 'contemplate', 'target', 'plan', 'intends', 'continue', 'budget', 'estimate', 'may', 'will', 'schedule' and similar expressions identify forward--looking statements.

All 'forward--looking statements' made in this Announcement are qualified by the foregoing cautionary statements. Investors are cautioned that 'forward--looking statements' are not guarantee of future performance and accordingly investors are cautioned not to put undue reliance on 'forward--looking statements' due to the inherent uncertainty therein.

For further information, please visit the Xanadu Mines web site www.xanadumines.com.

Appendix 5B

Mining exploration entity or oil and gas exploration entity

quarterly cash flow report

 
  Name of entity 
----------------------------------------------------- 
  Xanadu Mines Ltd 
----------------------------------------------------- 
  ABN               Quarter ended ("current quarter") 
----------------    --------------------------------- 
  92 114 249 026              30 June 2025 
----------------    --------------------------------- 
 
 
                                                                  Year to date 
                                                 Current quarter   (6 months) 
  Consolidated statement of cash flows                $A'000         $A'000 
-----------------------------------------------  ---------------  ------------ 
  1.    Cash flows from operating activities                   -             - 
  1.1   Receipts from customers 
  1.2   Payments for                                           -             - 
        (a) exploration & evaluation 
        (b) development                                        -             - 
        (c) production                                         -             - 
        (d) staff costs                                  (1,045)       (1,893) 
        (e) administration and corporate costs           (1,373)       (2,355) 
  1.3   Dividends received (see note 3)                        -             - 
  1.4   Interest received                                     63            91 
        Interest and other costs of finance 
  1.5   paid                                                 (5)          (15) 
  1.6   Income taxes paid                                      -             - 
  1.7   Government grants and tax incentives                   -             - 
  1.8   Other (provide details if material)                    -             - 
                                                 ---------------  ------------ 
        Net cash from / (used in) operating 
  1.9   activities                                       (2,321)       (4,133) 
------  ---------------------------------------  ---------------  ------------ 
 
  2.    Cash flows from investing activities                   -             - 
  2.1   Payments to acquire or for: 
        (a) entities 
        (b) tenements                                          -             - 
        (c) property, plant and equipment                   (39)          (39) 
        (d) exploration & evaluation                        (26)         (153) 
        (e) investments -- Khuiten JV Share 
        Subscription                                           -       (1,689) 
        (f) other non-current assets                           -             - 
  2.2   Proceeds from the disposal of:                         -             - 
        (a) entities 
        (b) tenements                                          -             - 
        (c) property, plant and equipment                      -             - 
        (d) investments                                        -             - 
        (e) other non-current assets                           -             - 
  2.3   Cash flows from loans to other entities                -             - 
  2.4   Dividends received (see note 3)                        -             - 
        Other (provide details if material) 
  2.5    Loans to Khuiten Metals Joint Venture                 -         (251) 
                                                 ---------------  ------------ 
        Net cash from / (used in) investing 
  2.6   activities                                          (65)       (2,132) 
------  ---------------------------------------  ---------------  ------------ 
 
  3.    Cash flows from financing activities              17,210        18,668 
        Proceeds from issues of equity 
        securities (excluding convertible debt 
  3.1   securities) 
        Proceeds from issue of convertible debt 
  3.2   securities                                             -             - 
  3.3   Proceeds from exercise of options                      -             - 
        Transaction costs related to issues of 
        equity securities or convertible debt 
  3.4   securities                                             -             - 
  3.5   Proceeds from borrowings                               -             - 
  3.6   Repayment of borrowings                             (18)          (33) 
        Transaction costs related to loans and 
  3.7   borrowings                                             -             - 
  3.8   Dividends paid                                         -             - 
  3.9   Other (provide details if material)                    -             - 
                                                 ---------------  ------------ 
  3.10  Net cash from / (used in) financing               17,192        18,635 
        activities 
------  ---------------------------------------  ---------------  ------------ 
 
  4.    Net increase / (decrease) in cash and 
        cash equivalents for the period 
  4.1   Cash and cash equivalents at beginning             3,726         6,162 
        of period 
  4.2   Net cash from / (used in) operating              (2,360)       (4,172) 
        activities (item 1.9 above) 
  4.3   Net cash from / (used in) investing                 (26)       (2,093) 
        activities (item 2.6 above) 
  4.4   Net cash from / (used in) financing               17,192        18,635 
        activities (item 3.10 above) 
  4.5   Effect of movement in exchange rates on                0             0 
        cash held 
                                                 ---------------  ------------ 
  4.6   Cash and cash equivalents at end of               18,532        18,532 
        period 
------  ---------------------------------------  ---------------  ------------ 
 
 
       Reconciliation of cash and cash 
       equivalents at the end of the 
       quarter (as shown in the 
       consolidated statement of cash 
       flows) to the related items in the    Current quarter  Previous quarter 
  5.   accounts                                   $A'000           $A'000 
-----  ------------------------------------  ---------------  ---------------- 
  5.1  Bank balances                                   6,532             1,726 
  5.2  Call deposits                                  12,000             2,000 
  5.3  Bank overdrafts                                     -                 - 
  5.4  Other (provide details)                             -                 - 
                                             ---------------  ---------------- 
       Cash and cash equivalents at end of 
       quarter (should equal item 4.6 
  5.5  above)                                         18,532             3,726 
-----  ------------------------------------  ---------------  ---------------- 
 
 
        Payments to related parties of the entity and their   Current quarter 
  6.     associates                                                $A'000 
------  ----------------------------------------------------  --------------- 
        Aggregate amount of payments to related parties and 
  6.1    their associates included in item 1                              844 
                                                              --------------- 
  6.2   Aggregate amount of payments to related parties and                 - 
         their associates included in item 2 
                                                              --------------- 
  Note: if any amounts are shown in items 6.1 or 6.2, 
   your quarterly activity report must include a description 
   of, and an explanation for, such payments. 
----------------------------------------------------------------------------- 
 
 
         Financing facilities 
         Note: the term 
         "facility' includes 
         all forms of 
         financing 
         arrangements 
         available to the 
         entity. Add notes as 
         necessary for an 
         understanding of the 
         sources of finance 
         available to the      Total facility amount   Amount drawn at quarter 
  7.     entity.               at quarter end $A'000         end $A'000 
                               ----------------------  ----------------------- 
  7.1    Loan facilities                            -                        - 
                               ----------------------  ----------------------- 
         Credit standby 
  7.2    arrangements                               -                        - 
                               ----------------------  ----------------------- 
         Other (please 
         specify) Motor 
         vehicles leases 
  7.3    Mongolia                                 219                      219 
                               ----------------------  ----------------------- 
         Total financing 
  7.4    facilities                               219                      219 
                               ----------------------  ----------------------- 
 
  7.5    Unused financing facilities available at                            - 
         quarter end 
                                                       ----------------------- 
  7.6    Include in the box below a description of each facility 
          above, including the lender, interest rate, maturity 
          date and whether it is secured or unsecured. If any 
          additional financing facilities have been entered 
          into or are proposed to be entered into after quarter 
          end, include a note providing details of those facilities 
          as well. 
-----  ----------------------------------------------------------------------- 
         NA 
-----  ----------------------------------------------------------------------- 
 
 
  8.      Estimated cash available for future operating activities    $A'000 
------  -----------------------------------------------------------  --------- 
          Net cash from / (used in) operating activities (item 
  8.1      1.9)                                                      (2,321) 
  8.2     (Payments for exploration & evaluation classified             (26  ) 
           as investing activities) (item 2.1(d)) 
  8.3     Total relevant outgoings (item 8.1 + item 8.2)             (2,347  ) 
  8.4     Cash and cash equivalents at quarter end (item 4.6)        18,532 
  8.5     Unused finance facilities available at quarter end              - 
           (item 7.5) 
                                                                     ------ 
  8.6     Total available funding (item 8.4 + item 8.5)              18,532 
                                                                     ------ 
 
  8.7     Estimated quarters of funding available (item 8.6            7.90 
           divided by item 8.3) 
                                                                     ------ 
   Note: if the entity has reported positive relevant 
    outgoings (ie a net cash inflow) in item 8.3, answer 
    item 8.7 as "N/A". Otherwise, a figure for the estimated 
    quarters of funding available must be included in 
    item 8.7. 
  8.8     If item 8.7 is less than 2 quarters, please provide 
           answers to the following questions: 
   8.8.1 Does the entity expect that it will continue 
    to have the current level of net operating cash flows 
    for the time being and, if not, why not? 
 ----------------------------------------------------------------------------- 
   Answer: NA 
 ----------------------------------------------------------------------------- 
   8.8.2 Has the entity taken any steps, or does it propose 
    to take any steps, to raise further cash to fund its 
    operations and, if so, what are those steps and how 
    likely does it believe that they will be successful? 
 ----------------------------------------------------------------------------- 
   Answer: NA 
 ----------------------------------------------------------------------------- 
   8.8.3 Does the entity expect to be able to continue 
    its operations and to meet its business objectives 
    and, if so, on what basis? 
 ----------------------------------------------------------------------------- 
   Answer: NA 
 ----------------------------------------------------------------------------- 
   Note: where item 8.7 is less than 2 quarters, all 
    of questions 8.8.1, 8.8.2 and 8.8.3 above must be 
    answered. 
 ----------------------------------------------------------------------------- 
 

Compliance statement

1 This statement has been prepared in accordance with accounting standards and policies which comply with Listing Rule 19.11A.

2 This statement gives a true and fair view of the matters disclosed.

Date: 29 July 2025

Authorised by the Board

(Name of body or officer authorising release -- see note 4)

 
Notes 
1.    This quarterly cash flow report and the accompanying 
       activity report provide a basis for informing the 
       market about the entity's activities for the past 
       quarter, how they have been financed and the effect 
       this has had on its cash position. An entity that 
       wishes to disclose additional information over and 
       above the minimum required under the Listing Rules 
       is encouraged to do so. 
2.    If this quarterly cash flow report has been prepared 
       in accordance with Australian Accounting Standards, 
       the definitions in, and provisions of, AASB 6: Exploration 
       for and Evaluation of Mineral Resources and AASB 107: 
       Statement of Cash Flows apply to this report. If this 
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(1) ASX/TSX Announcement 25 July 2025 -- Notice of Compulsory Acquisition

(2) ASX/TSX Announcement 7 April 2025 -- EGM Update, Exclusivity Arrangements with Zijin

(3) ASX/TSX Announcement 5 May 2025 -- Update to Zijin Put Option and Exclusivity Arrangements

(4) ASX/TSX Announcement 19 May 2025 -- Recommended A$0.08 Per Share Cash Offer

(5) ASX/TSX Announcement 26 May 2025 -- Withdrawal of Put Option and Cancellation of EGM

(6) ASX/TSX Announcement 24 June 2025 -- Takeover Offer for Xanadu Declared Unconditional

(7) ASX/TSX Announcement 8 July 2025 -- Acceptance Update

(8) ASX/TSX Announcement 25 July 2025 -- Notice of Compulsory Acquisition

(9) ASX/TSX Announcement 24 July 2025 -- Takeover Offer for Xanadu -- Extension of the Offer Period

(10) ASX/TSX Announcement 11 July 2025 -- Non-Executive Director Resignation Shaoyang Shen

(11) ASX/TSX Announcement 7 April 2025 -- EGM Update -- Exclusivity Arrangements with Zijin

(12) ASX/TSX Announcement 5 May 2025 -- Update to Zijin Put Option and Exclusivity Arrangements

(13) ASX/TSX Announcement 26 May 2025 - Withdrawal of Put Option Resolution and Cancellation of EGM

(14) ASX/TSX Announcement 19 May 2025 -- Recommended A$0.08 Per Share Cash Offer

(15) ASX/TSX Announcement 27 May 2025 -- Bidder's Statement -- Bastion Mining Pte Ltd

(16) ASX/TSX Announcement 27 May 2025 -- Target's Statement -- Accept Bastion Takeover Offer

(17) ASX/TSX Announcement 17 June 2025 -- Material Update on Off-Market Takeover Offer -- Acceptance by Zijin Mining Group

(18) ASX/TSX Announcement 24 June 2025 -- Takeover Offer for Xanadu declared Unconditional

(19) ASX/TSX Announcement 24 June 2025 -- Supplementary Target's Statement

(20) ASX/TSX Announcement 27 May 2025 -- Bidder's Statement -- Bstion Mining Pte Ltd

(21) The Takeover Board Committee comprises all Xanadu Directors as at the date of this announcement other than Ganbayar Lkhagvasuren and Zijin's representative, Shaoyang Shen.

(22) ASX/TSX Announcement 27 May 2025 -- Target's Statement -- Accept Bastion Takeover Offer

(23) ASX/TSX Announcement 24 July 2025 -- Takeover Offer for Xanadu -- Extension of the Offer Period

(24) ASX/TSX Announcement 25 July 2025 -- Notice of Compulsory Acquisition

(25) ASX/TSX Announcement 20 May 2025 -- Cleansing Notice

(26) ASX/TSX Announcement 19 May 2025 -- Recommended A$0.08 per share cash offer

(27) ASX/TSX Announcement 26 May 2025 -- Application for Quotation of Securities

(28) ASX/TSX Announcement 7 April 2025 -- Update on Extraordinary General Meeting -- Extension of Zijin Put Option and Exclusivity Arrangements

(29) ASX/TSX Announcement 22 May 2025 -- Results of Annual General Meeting

(30) ASX/TSX Announcement 26 May 2025 -- Withdrawal of Put Option Resolution and Cancellation of EGM

(31) ASX/TSX Announcement 11 July 2025 -- Non-Executive Director Resignation Shaoyang Shen

(32) ASX/TSX Announcement 14 October 2024 -- Kharmagtai Maiden Ore Reserve, Updated Mineral Resource

(33) Currently earning into 51% equity in Sant Tolgoi project by spending US$1M over 24 months commencing 22 January 2024

(34) ASX/TSX Announcement 22 January 2024 -- Xanadu Enters into New Magmatic Copper and Nickel Sulphide Project

(35) 38.25% represents 50% of Khuiten Metals via the Khuiten JV with Zijin. Khuiten Metals controls Kharmagtai and holds 76.5% of the Kharmagtai mining lease.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/13df4dea-a0af-4443-8a46-5606262196c6.

(END) Dow Jones Newswires

July 29, 2025 22:53 ET (02:53 GMT)

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