Black Swan Graphene Inc · TSXV:SWAN
Black Swan Graphene — Investor Presentation (September 2026)
20 slides from Black Swan Graphene's investor presentation, Sep 8, 2026
Slide 1: A Vertically Integrated Graphene Platform from Advanced Materials to Finished Products
A Vertically Integrated Graphene Platform from Advanced Materials to Finished Products Corporate Presentation Q3 2026 TSX-V: SWAN │ OTCQX: BSWGF │ XETRA: R960
Slide 2: Forward-Looking Statements
Forward-Looking Statements CAUTIONARY LANGUAGE The information contained within this presentation has been prepared by Black Swan Graphene Inc. (the “Company”) Forward-looking information involves known and unknown risks, uncertainties and other factors which may and contains information pertaining
Slide 3: Graphene: from "Wonder Material" to Commercial Reality
ABOUT GRAPHENE Global Adoption of Graphene Graphene: from “Wonder Material” to Commercial Reality Abu Dhabi University launches Graphene Center to advance innovation capabilities What is Graphene? Graphene is simply graphite exfoliated to the extreme, resulting (in its purest form) in a single layer
Slide 4: Inside Black Swan Graphene
FACILITIES Inside Black Swan Graphene Facility in Granby, Qc, Canada Facility in Consett, United Kingdom TSX-V: SWAN │ OTCQX: BSWGF │ XETRA: R960 4
Slide 5: A Pragmatic and Commercial Approach to the Graphene Revolution
OUR VIEW A Pragmatic and Commercial Approach to the Graphene Revolution Graphene has been described as a wonder material with the potential to revolutionize the world. That may very well be proven true overtime. However, we believe the polymer industry, particularly through the use of our GEM™ graph
Slide 6: Financial Highlights & Capital Structure
Financial Highlights & Capital Structure Shareholder Distribution TICKERS TSX-V: SWAN │ OTCQX: BSWGF │ XETRA: R960 Strategic / Management & Insiders Share Price* $0.95 46% Market Cap* $53.5M Revenue (Sales)* ~$7M-$8M / year Shares Issue & Outstanding** 56,335,632 26% ** 19% Warrants Nil Float Option
Slide 7: Graphene Enhanced Masterbatch
16 BLACK SWAN’S PRODUCTS Graphene Enhanced Masterbatch PRODUCTS AVAILABLE + WITH VARIOUS POLYMERS GEMTM (Graphene Enhanced Masterbatch) products are scalable, low-cost graphene masterbatches (pellets) available for commercial sale to distributors and customers. Key Attributes of GEM™ Colour options
Slide 8: GEM: Black Swan's Core Product for Graphene-Enhanced Manufacturing
MADE WITH GEMTM GEM : Black Swan’s Core Product for Graphene- Enhanced Manufacturing Proven in Multiple Applications with <1% loading Customers report 20–30% gains in impact and tensile Performance Gains with Graphene strength, plus ~25% downgauging and >35% oxygen barrier reduction. Improvement (%)
Slide 9: Black Swan Now Controls the Full Powder-to-Product Value Chain
COMPLETE VERTICAL INTEGRATION Black Swan Now Controls the Full Powder-to-Product Value Chain, Accelerating Adoption & Unlocking Tier-1 Customer Access GRAPHENE NANOPLATELETS (GNP) MASTERBATCH PRODUCERS COMPOUNDER & INJECTION MOULDING OEM / FINAL CUSTOMER Black Swan’s Masterbatch Production (GEM™) Bl
Slide 10: A Direct, De-Risked Route to Market
VERTICAL INTEGRATION A Direct, De-Risked Route to Market PHASE 1 PRIORITIES COMMERCIALIZATION – 2024/2025 ü Accelerate customer trials for GEM™ and GraphCore™ ü Deploy partner-led market access ü Integrate Falpaco into product development ü Launch first graphene-enhanced components CUSTOMER BLACK SW
Slide 11: Leading the Graphene Revolution
BLACK SWAN GRAPHENE Leading the Graphene Revolution Commercial Production of State-of-the-Art 3 Core Product Line-Ups Graphene Nanoplatelets (GNP) Black Swan works with high-profile Corporations for Robust Market Coverage actively trialing & purchasing graphene product From nanoplatelets to masterba
Slide 12: A High-Value Compounder to Accelerate Downstream Commercialization
Why Black Swan + Falpaco Works A High-Value Compounder + Integrated R&D + manufacturing platform accelerates development of graphene-enhanced polymer solutions to Accelerate Downstream Commercialization Faster commercialization cycles by embedding graphene + directly into finished parts for OEM adop
Slide 13: Focused on Building a Vertically Integrated Materials Platform
THE PATH FORWARD Focused on Building a Vertically Integrated Materials Platform Value Creation Strategy Target Profile Capital Deployment Platform Expansion Growth Oriented Disciplined Strategy ü Scale into a vertically integrated ü High-value polymer compounders ü Focus on performance-driven advanc
Slide 14: Team of Leading Experts
Team of Leading Experts MANAGEMENT BOARD OF DIRECTORS Simon Marcotte PRESIDENT & CEO, DIRECTOR Harry Swan CHAIRMAN • More than 25 years in commodities and mining • Owner and CEO of Thomas Swan • Co-founder and executive of Arena Minerals, Royal Fox Gold, • Focused on sustainable innovation Northern
Slide 15: From Graphene Discovery to Commercial Deployment
From Graphene Discovery to Commercial Deployment Graphene Discovery Commercial Readiness Vertical Expansion 2004–2019 2026➝ 2024 ü Graphene discovered; Nobel Prize awarded ü Polymer masterbatch design, completed ü Strategic acquisition of Falpaco ü Thomas Swan develops scalable graphene scoping stud
Slide 16: Invest in Black Swan Graphene
A LEADING GRAPHENE COMPANY Invest in Black Swan Graphene Proven Unique Downstream Large, Complementary Commercial Traction Technology Integration Fast-Growing M&A Strategy Across Polymers & IP Advantage Accelerates Addressable to Further Expand Adoption Markets the Platform • Active trials with • 16
Slide 17: Appendix
Appendix TSX-V: SWAN │ OTCQX: BSWGF │ XETRA: R960 17
Slide 18: An Overview of the Product Line-up
BLACK SWAN’S GEM ™ An Overview of the Product Line-up custom solutions available Polycarbonate Polypropylene Polyethylene Polyethylene Polyamide 6 Polyamide 66 Thermoplastic (PC) (PP) (HDPE & PE) Terephthalate (Nylon) (Nylon) Polyurethane (PET) (PA6) (PA66) (TPU) Standard GEM C35L GEM X23M / GEM S24
Slide 19: Partnerships with influence in industry
FEATURED PARTNERS Partnerships with influence in industry Partnership with Hubron, a global leader Partnership with Broadway Colours Modern Dispersions is a leading in black masterbatch production, to to enhance plastic masterbatches thermoplastics compounder and black supply GEM™-enhanced products
Slide 20: For investor inquiries:
TSX-V: SWAN │ OTCQX: BSWGF │ XETRA: R960 For investor inquiries: Paul Hardy - VP Corporate Development +1-416-844-7365 BlackSwanGraphene.com info@blackswangraphene.com
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