Sky Metals

Sky Metals is advancing toward low-cost tin production to meet the accelerating global demand for tin—an essential metal in semiconductors, electronics, solar PV, and electric vehicles. With supply disruptions and few reliable, ethical sources of tin, SKY offers a rare ASX-listed opportunity to gain exposure to this critical and increasingly strategic commodity.

SKY’s flagship Tallebung Tin Project in central western NSW is a near-term, open-pit development located at a historic tin field first discovered in the 1890s. The company is defining a large-scale hardrock resource, with recent drilling uncovering high-grade tin and silver zones and demonstrating exceptional metallurgical performance across the deposit. The shallow geometry and cassiterite-hosted mineralisation make Tallebung ideally suited to low-cost mining and processing, including advanced XRT ore sorting that upgrades tin grades by up to 44x, followed by gravity separation to produce a saleable concentrate.

Management Profile

Oliver Davies, Managing Director

Mr Davies joined SKY as a geologist in 2019. He was appointed to Exploration Manager in 2021, then to CEO in early 2022 and subsequently to Managing Director in September 2024. Prior to SKY, Mr Davies was in exploration and operational roles with Evolution Mining and Alkane Resources in NSW and Qld. Mr Davies has worked closely on several successful NSW discoveries including Evolution Mining’s significant expansion of the Lake Cowal gold resource and with Alkane’s regional exploration success at Tomingley and Boda.

Richard Hill, Non-Executive Director

25+ years experience in the mineral resources sector as a geologist and solicitor. Mr. Hill has a successful track record of guiding ASX listed mining companies from the exploration and discovery phase through to development in a range of commodities. These have included past roles as founding Director for Aurelia Metals Ltd and Chairman of Genesis Minerals Ltd (currently $8.5 billion market cap) and New World Resources (recently taken over for +$250m). Mr Hill is currently also Chairman of small gold and manganese explorer, Accelerate Resources Limited.

What recent news would you like to highlight to investors attending?

9 February 2026 - Significant New Extensions Discovered at Tallebung

5 February 2026 - High-Grade Tin Rock-Chip Results expand Doradilla

19 January 2026 - Exceptional High-Grade Tin & Silver Intercepts at Tallebung

26 November 2025 - Second Rig Mobilising to Accelerate Drilling at Tallebung

5 November 2025 - Drilling Underway to Expand Tin-Silver-Tungsten Zones

30 September 2025 - New High-Grade Tin-Silver Zones Intersected at Tallebung
 

What are your key goals for the next 3, 6 and 12 months?

3 Months

Further drilling at Tallebung to grow recent drilling success and provide an updated MRE.

6 Months

Use update MRE to release mining studies to show low-cost production potential at Tallebung.

12 Months

Improve on project metrics and quickly advance project approvals towards production.

What do you think makes your company such a compelling investment?

Exposure to low-cost, near-term tin production in a stable jurisdiction with large tin deposits also in the SKY portfolio showing potential for decades of tin production.

 

What are the top 3 key investor takeaways?

Growing tin demand with fragile supply reflected in a growing tin price.

Near term, low-cost tin production potential from the Tallebung Tin Project.

Proven Board and Management, demonstrated to deliver on these projects, instrumental in establishing multiple extremely successful businesses previously.