Stocks on Location investor day featuring LM8, AGR, IPT, BAS & ECH

We are proud to share the success of our latest Stocks on Location event, hosted by The Capital Network in partnership with Foley Durham.

Our most recent event, Stocks on Location: On Track, was held on 25 March at The Chairman's Club, Royal Randwick Racecourse - bringing together ASX-listed companies and the investor community in one of Australia’s most iconic settings.

This event series continues to connect founder-led businesses, institutional investors, private equity, family offices, and senior executives in an environment designed for meaningful conversation and long-term growth. Our next event will be held in early October at Werribee Park Mansion.

In other news, we’ve strengthened our team with experienced hires and established a new office presence at 360 Collins Street, Melbourne. We continue to expand our ability to elevate the profile of ASX companies and IPO candidates with compelling growth stories. If you are looking for exposure for your IPO or ASX company, please reply to this email for a confidential discussion.

https://www.youtube.com/watch?v=f6UuVKMulWk

Our invite-only event at Sydney’s Royal Randwick Racecourse was a huge success.

The iconic track and its first-class facilities provided the perfect backdrop for TCN and our partner, Foley Durham, to bring together investors, company leaders and advisers for an afternoon of insights, connection, and the chance to watch eight thoroughbred races.

A select group of ASX-listed companies presented their latest milestones, strategy and sector outlooks.

It was fantastic to see the level of engagement between company executives and investors, with genuine interest evident right across the room.

These interactions continued throughout the afternoon, as investors had one-on-one opportunities to further explore the presenting companies and the sectors they operate in.

A special thank you to our major sponsors, the National Stock Exchange of Australia and Baumgartners. Their support helps make events like this possible.

All five presenting companies have unique stories and have recently delivered positive news flow.

Lunnon Metals (ASX:LM8) has progressively undertaken a range of exploration activities across its exciting Kambalda/St Ives project.

This work has seen the Company deliver multiple successes, including the discovery and then delineation of the Baker nickel shoot, the release of an initial Mineral Resource estimate within nine months of the latter discovery, and then a subsequent doubling of this estimate to ~31,000 tonnes of contained nickel metal at over 3%.

Soon after its appearance at our Stocks on Location event, Lunnon Metals released an update on mining activities at its Lady Herial asset, where inaugural gold ore has now been collected by Gold Fields for processing.

The Company also unveiled successful exploration results from its Defiance Dolerite focussed program at its FosterBaker Gold Project, which identified a new gold structure.

Aguia Resources (ASX:AGR) is a Sydney-based, multi commodity company with pre-production phosphate and copper projects located in Rio Grande do Sul, the southernmost state of Brazil.

The Company boasts an established and highly experienced in-country management team based in Porto Alegre, the capital of Rio Grande do Sul, with a proven track record of advancing high-quality Brazilian mining assets into production.

March 2026 was a busy period for the Company.

Early in that month, Aguia announced t further improvements at its 100%-owned Santa Barbara Gold Project in Colombia, with production, grade and recoveries all tracking up.

Then later in March, the Company officially launched its Pampafos, natural phosphate fertiliser at Expodireto Cotrijal 2026, one of Latin America's major agricultural farming and agricultural exhibitions.

Impact Minerals (ASX:IPT) is an exploration company with an extensive portfolio of tenement holdings.

The Company’s major asset is its Lake Hope High Purity Alumina (HPA) Project in Western Australia, which is set to revolutionize HPA production with cost-efficient mining. This project has the potential to position Impact Minerals as a key supplier of in-demand HPA.

In late March 2026, Impact Minerals announced the receipt of firm commitments to raise A$2.0M (before costs) from existing and new investors in a very oversubscribed strategic placement.

The proceeds from the latter placement will help the Company advance its HPA project activities as well as other emerging industrial minerals opportunities on its books.

Bass Oil Limited (ASX:BAS) is an energy commodity exploration and production company that owns low cost onshore oil production assets in Indonesia. The Company realigned its corporate strategy following the landmark acquisition of a 55% interest in the Tangai-Sukananti KSO producing assets located in the prolific oil & gas region of South Sumatra, Indonesia.

Bass Oil’s management and Board team has over time built a proven track record for delivering shareholder value.

Late March 2026 saw Bass Oil announce that it had commenced key elements of a Triassic gas study aimed at defining the upside potential of its Kiwi gas field and adjacent complex of structures on trend with Kiwi. The results flowing from this work are expected to land by June 2026.

Echelon Resources (ASX:ECH) is a petroleum exploration and production company based in Wellington, New Zealand. Formally known as New Zealand Oil & Gas Limited, the Company changed its name to Echelon Resources and moved to a sole listing on the ASX in mid-2024.

Echelon has an extensive portfolio of exploration and production interests, spread across New Zealand, Australia & Indonesia. This asset portfolio has been created by the acquisition over time of non-operated interests in a number of high quality production assets with development potential.

Production from gas production assets that the Company has stakes in continues to be in high demand. The Mereenie and Palm Valley Joint Ventures, which both include Echelon as a partner, have agreed non-binding, conditional terms with the Northern Territory’s Power and Water Corporation for the sale of gas from fields in these assets through to the end of 2034.

The deadline to execute binding gas supply agreements from these term sheets is now pending.

The National Stock Exchange of Australia (NSX) is Australia’s second largest listing stock exchange. It is an Australian Market License holder specialising in listing growth companies amd offers Australia’s widest and most flexible range of listing options covering all market sectors.

Baumgartners is a full-service tax, accounting, audit and business advisory practice recognised as an AFR Top 100 firm. Baumgartners is widely regarded as Australia’s leading tax adviser to the thoroughbred racing and breeding industry, while also supporting a broad range of clients including multinational enterprises.