Investment manager

Tribeca Global Natural Resources: AGM Investment Manager Report

November 19, 2021

aloneASX Market Announcements ASX Limited

20 Bridge Street Sydney NSW 2000

BY ELECTRONIC HOUSING

useTribeca Global Natural Resources Limited (ASX: TGF) – Presentation of the Investment Manager

Please find attached the presentation of the Investment Manager, which will be presented at the Company’s Annual General Meeting today.

The information in this document has been prepared for use in conjunction with an oral presentation and

should be read in this context. staffVideo link to the presentation of the investment manager

For any inquiries, please contact TGF at [email protected]or by calling +61 2 9640 2600. Authorized for publication by the Board of Directors of Tribeca Global Natural Resources Limited.

Ken liu

Company Secretary

Tribeca Global Natural Resources Limited

For

Sydney

Singapore

The Web: www.tribecaip.com/lic

Level 23, 1 rue O’Connell

Level 16, Singapore Land Tower

E-mail: Investors [email protected]

Sydney NSW 2000 Australia

50 Raffles Place, Singapore 048623

ABN: 16 627 596 418

T +61 2 9640 2600

T +65 6320 7718

November 2021

Disclaimer

This presentation has been prepared for Tribeca Global Natural Resources Limited (ABN 16 627 596 418) (“TGF”) by its investment manager, Tribeca Global Resources Pty Ltd (ABN 11 606 707 662) (“Tribeca”) under license AFS 239070 (Tribeca Investment Partners Pty Ltd). The information contained in this presentation is for informational purposes only and has been

aloneprepared for use in conjunction with an oral presentation and should be read in this context. The information contained in this presentation is not investment advice or financial products and is not intended to be used as a basis for making an investment decision. Please note that in providing this presentation, Tribeca has not considered the goals, financial situation or needs of any particular recipient. Investors should not make investment decisions on the basis of anything contained in this presentation, but should make their own assessment,

i research and analysis. Tribeca strongly suggests that before making an investment decision, investors seek financial, legal and tax advice tailored to your investment objectives, financial situation and circumstances.

This presentation is intended for the exclusive benefit of the party to which it is presented. It may not be reproduced, broadcast, quoted or mentioned, in whole or in part, without the express consent of Tribeca. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and

useconclusions contained in this presentation. To the fullest extent permitted by law, none of Tribeca, TGF, their related entities, shareholders or directors, officers, employees, agents or advisers, nor any other person accepts any liability, including, without limitation, any liability arising from fault or negligence for any loss resulting from the use of

information contained in this presentation.

This presentation includes “forward-looking statements”. Such forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond the control of Tribeca, TGF and their officers, employees, agents or associates who may lead to significantly different actual results. of those expressed or implied in such a statement. Actual results, performance or achievements may differ materially from projections and forward-looking statements and assumptions about

on which these statements are based. Tribeca and TGF assume no obligation to update this information. The financial position and performance data contained in this presentation are unaudited. staffThe opinions expressed in this presentation are subject to change without notice. While every effort is made to ensure that the information is correct at the time of preparation, Tribeca does not guarantee

its accuracy, reliability or completeness, nor does it undertake to correct any information which subsequently turns out to be inaccurate.

This presentation does not constitute an offer to sell or the solicitation of an offer to buy any securities in the United States. The securities of TGF have not been and will not be registered under the US Securities Act of 1933 as amended (Securities Act) or the securities laws of any state or other jurisdiction of the United States, and may not be offered or sold in the United States, except in accordance with the registration requirements of the Securities Act and any other applicable securities law or by virtue of an exemption or in connection with a transaction not subject to the requirements registration of the Securities Act and any other applicable securities laws.

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