Geodrill (GEO) LD Micro Main Event presentation summary

Operational excellence and business model

• Over 25 years of exploration drilling experience with a focus on operational excellence and recurring revenue from top-tier mining clients.

• High-performance rig fleet and state-of-the-art facilities drive operational value and efficiency.

• Long-term contracts and geographic diversification provide revenue visibility and access to growth jurisdictions.

• Majority of revenue comes from established senior mining clients across two continents and six countries.

• Founder-led approach ensures strong alignment with investors.

Market dynamics and industry drivers

• Exploration drilling demand is driven by depletion of mineral reserves and high commodity prices.

• Gold's 54% rally in 2025 marks its strongest advance since the late 1970s, fueling drilling activity.

• Drilling activity spans discovery, resource modeling, feasibility, and mine construction, supporting long-term industry growth.

Financial performance and growth

• Achieved 22% year-over-year revenue growth and 31% EBITDA increase as of June 30, 2025.

• Earnings rose 10% year-over-year, with analyst consensus supporting continued growth.

• Over 12 years, revenue grew through three distinct cycles, with rig count closely correlated to revenue expansion.

• Each new rig adds approximately $1.5M in revenue, delivering 19% ROCE and 10% ROE.