Arc Mineral Royalties Ltd. · TSXV:ARO
Arc Mineral Royalties — Stria Lithium — Investor Presentation (April 2026)
39 slides from Arc Mineral Royalties's investor presentation, April 2026
Slide 1: A New Precious Metals Royalty Platform
Creating a Premier Precious Metals Royalty Company A New Precious Metals Royalty Platform Foundational Mt Henry Gold Royalty, Western Australia APRIL 2026 TSX-V: SRA | OTCQB: SRCAF | Frankfurt: S35A.F strialithium.com
Slide 2: Cautionary Note on Forward Looking Statements
Cautionary Note on Forward Looking Statements This confidential corporate presentation (the “Presentation”) is a confidential document and is being provided to you by Stria Lithium Inc. (the “Company”) solely for your information in connection with the Company's proposed acquisition of a royalty ass
Slide 3: Cautionary Note on Forward Looking Statements
Cautionary Note on Forward Looking Statements Forward Looking Statements This Presentation contains statements that may constitute “forward-looking information” within the meaning of applicable Canadian securities legislation. Forward-looking information may include, among others, statements regardi
Slide 4: Cautionary Note on Forward Looking Statements
Cautionary Note on Forward Looking Statements Technical and Third-Party Information Except where otherwise stated, the disclosure in this Presentation relating to properties and operations on the properties in respect of which the Company would be a royalty or similar instrument holder is based on i
Slide 5: Cautionary Note on Forward Looking Statements
Cautionary Note on Forward Looking Statements Market and Industry Data Market and industry data presented throughout this Presentation was obtained from third-party sources, industry reports and publications, websites and other publicly available information, as well as industry and other data prepa
Slide 6: Cautionary Note on Forward Looking Statements
Cautionary Note on Forward Looking Statements Historical Mineral Resource Disclosure While the historical estimates on the Mt Henry Gold Project described in this presentation were reportedly prepared in accordance with the Australasian Code for Reporting of Exploration Results, Mineral Resources an
Slide 7: A New Precious Metals Royalty Platform Anchored to a Quality Growth Asset
A New Precious Metals Royalty Platform Anchored to a Quality Growth Asset 1% NSR on the Mt Henry High quality single asset Gold Project, Option to Experienced royalty Resources are shallow and foundational portfolio increase to 2% NSR company and mining completely open at depth executives appointed
Slide 8: Experienced Royalty Executives and Proven Discovery to Mine Expertise
Experienced Royalty Executives and Proven Discovery to Mine Expertise Adam Davidson Sam Brooks Chief Executive Officer Project Generation • Co-Founder & CEO of Trident Royalties (LSE:AIM) • Founder & Chief Geologist Bellevue Gold (A$2.6B • Built diversified royalty portfolio prior to US$200M market
Slide 9: Management with Track Record of Acquiring Quality Assets with Visibility for Rapid Growth
Management with Track Record of Acquiring Quality Assets with Visibility for Rapid Growth and Production Green Bay Copper & Pickle Cerro Bayo Banfora Wahgnion Bellevue Gold Mine Crow Gold Silver-Gold Mine Mine ASX:BGL ASX:FFM | TSX: FFM ASX:ASL ASX:GRY IN PRODUCTION Brownfields Advanced Brownfields
Slide 10: Why Royalties? Superior Commodity Exposure
Why Royalties? Superior Commodity Exposure Long-Term Royalty Company Performance vs GDXJ Physical Mining 1400% Royalties Commodity GDXJ Fran co Nevada Wheaton Precious Royal Gold Equities ETF’s 1200% Leverage to commodity prices ü ü ü 1000% Exploration upside ü ü 800% No capital cost exposure ü ü 60
Slide 11: Mt Henry – A Substantial Gold Royalty in the Making
Mt Henry – A Substantial Gold Royalty in the Making 1% NSR 2% NSR (Stria Option) Potential Production Annual Annual Scenarios Revenue1 Revenue2 100,000 oz per annum3 A$7m A$14m Per Analyst Research Coverage 120,000 oz per annum3 A$8.4m A$16.8m Per Analyst Research Coverage First gold 20303 20293 150
Slide 12: Mt Henry Gold Project Located in Western Australia- South Kalgoorlie
Mt Henry Gold Project Located in Western Australia- South Kalgoorlie Western Australia Norseman Location Mt Henry Gold Project • Tier 1 location in Western Australia • 210km South of regional center of Kalgoorlie • “Best” place to build a gold mine in the world Infrastructure ay ilw Grid power to te
Slide 13: Historic Drillholes Show Amenability for Future Shallow Open Pit Mining
Historic Drillholes Show Amenability for Future Shallow Open Pit Mining- Significant Rapid Growth Mt Henry Deposit Selene Deposit North Scotia Target 16km Regional Gold Trend 2km strike length 1km strike length 400m strike length 16km strike potential Ave drill depth ~35m Ave drill depth ~90m Ave dr
Slide 14: Mt Henry Gold Deposit Immediate Resource Growth
Mt Henry Gold Deposit Immediate Resource Growth Cross section looking North 100m Existing pit Limited shallow mining ONLY 90m, ave. drill depth 35m 29.0m @ 1.2 g/t gold • SIMPLE geometry with consistent mineralisation and broad widths 16.0m @ 2.3 g/t Au 49.0m @ 1.6 g/t gold • Strong Mineralisation o
Slide 15: Selene Gold Deposit Immediate Resource Growth
Selene Gold Deposit Immediate Resource Growth 100m Cross section looking North Not historically mined, average drill depth of 90m 33.0m @ 1.1 g/t gold • SIMPLE geometry with consistent mineralisation and very broad widths from surface 63.5m @ 1.5 g/t gold • Consistent over ~1,000m of strike with 100
Slide 16: Mt Henry Project is Positioned to Deliver Growth
Mt Henry Project is Positioned to Deliver Growth 2026 Growth drilling - main areas 16km trend exploration drilling Resource Updates Geology Review and Targeting Growth Mt Henry Gold Gold Price Resource ~10 Resource updates Project, first substantial years old and planned mid-2026 drilling- 50,000m c
Slide 17: Single Asset Royalty Companies
Single Asset Royalty Companies Consensus PNAV for single asset vs Market Cap Asset Location Royalty ($CAD) Commodity Stage 2 trading value 1.8 Average PNAV 1.6 1.6 Resource Mt Henry Australia 2.0% NSR $46m2 Gold Development 1.4 1.2 2.0-3.5% Panuco Mexico $236m Silver Development NSR 1 0.8 ACQUIRED F
Slide 18: Stria Royalties, a New Royalty Company Positioned for Immediate and Substantial Growth
Stria Royalties, a New Royalty Company Positioned for Immediate and Substantial Growth Royalty Model Delivers Exceptional Foundational New Player in the Significant Benefits Royalty with Near-Term Royalty Space Cash Flow • Royalty cashflows independent of • 1% NSR on the Mt Henry Gold Project, • Gro
Slide 19: Appendix 1 Equity Raising Overview
Appendix 1 Equity Raising Overview
Slide 20: Equity Raising Overview
Equity Raising Overview • Single tranche institutional placement to raise C$12.0 million (before costs) ("Placement" or "Offer") • The Placement will comprise the issue of approximately 16.0 million new fully paid ordinary shares ("New Shares"): Offer Size and Structure • Shareholder meeting Approva
Slide 21: Capital Structure and Financial Information
Capital Structure and Financial Information Stria Lithium Inc. Current Pro-Forma Listed exchange TSX-V, OTCQB, FRANKFURT TSX-V, OTCQB, FRANKFURT Share price (8 April 2026) C$0.78 C$0.78 Issued and outstanding shares 41,536,696 61,536,6961 52-week range $0.05 - 0.940 Cash C$2.0M C$8.6M2 Market capita
Slide 22: Sources and Uses of Funds
Sources and Uses of Funds Sources C$M Existing Cash (31 March 2026) 2.0 Placement Proceeds 12.0 Total Sources 14.0 Uses C$M Cash Consideration for Acquisition 4.8 Working Capital and Costs of the Offer 9.2 Total Sources 14.0 22
Slide 23: Stria Lithium Board of Directors
Stria Lithium Board of Directors Jeff York Dean Hanisch Robin Dow Lawrence Segerstrom Donald Birak Non-Executive Chair Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director Jeff York brings to Stria Lithium Dean Hanisch is an entrepreneur Robin Dow HBA, MBA, FCS
Slide 24: Appendix 2- Transaction Details
Appendix 2- Transaction Details
Slide 25: Stria Secures up to 2.0% NSR on Mt Henry Gold Project
Stria Secures up to 2.0% NSR on Mt Henry Gold Project Description Value -AUD$ 4 million Shares (~6.5% post financing equity) (@C$0.78 $3.2 per share) Royalty on Mt Henry Cash payment for 1% NSR $5.0 Gold Project Option to acquire an additional 1% NSR1 $10.0 Up to 2% NSR TOTAL CONSIDERATION $18.2 Ven
Slide 26: Indicative Timetable
Indicative Timetable Item Date Trading halt April 8, 2026 Announcement of acquisition and capital raising April 8, 2026 Completion of Subscription Agreement for C$10 million Placement On or around April 10, 2026 Shareholder meeting to Approveal of the Acquisition by written resolution of the On or a
Slide 27: Appendix 3- Mt Henry JORC Resources
Appendix 3- Mt Heanry JORC Resources
Slide 28: Historic Mineral Resource Estimate
Historic Mineral Resource Estimate Measured Indicated Inferred Tonnes Grade Gold Tonnes Grade Gold Tonnes Grade Gold (kt) (g/t Au) (koz Au) (kt) (g/t Au) (koz Au) (kt) (g/t Au) (koz Au) 11,907 1.2 444 10,172 1.2 378 2,424 1.2 94 1. Mineral Resources are classified and reported in accordance with the
Slide 29: Appendix 4- Risk Factors and Statutory Rights of Action
Appendix 4- Risk Factors and Statutory Rights of Action
Slide 30: Risk Factors and Statutory Rights of Action
Risk Factors and Statutory Rights of Action Before investing, prospective investors should carefully consider the information contained in this Presentation and the risk factors listed below. Those risk factors are those the Company currently believes to be material as of the date of this Presentati
Slide 31: Risk Factors and Statutory Rights of Action
Risk Factors and Statutory Rights of Action Risk related to the Company’s Business and Industry The Company’s business is subject to a number of risks and uncertainties, including but not limited to: • Commodity Price Risk: Mt Henry Gold Project potential revenues are directly linked to underlying c
Slide 32: Risk Factors and Statutory Rights of Action
Risk Factors and Statutory Rights of Action Risks Related to the Ownership of the Company’s Common Shares • Investors will have no right to rescind their investment in securities of the Company after closing • There are no guarantee of return on investment and investors may lose their entire investm
Slide 33: Risk Factors and Statutory Rights of Action
Risk Factors and Statutory Rights of Action Securities legislation in certain of the provinces and territories of Canada provides purchasers with rights of rescission or damages, or both, where an offering memorandum or any amendment to it contains a misrepresentation. A “misrepresentation” is an un
Slide 34: Risk Factors and Statutory Rights of Action
Risk Factors and Statutory Rights of Action Saskatchewan Investors Under Saskatchewan securities legislation, certain purchasers who purchase securities offered by an offering memorandum during the period of distribution will have a statutory right of action for damages against the Company, every di
Slide 35: Risk Factors and Statutory Rights of Action
Risk Factors and Statutory Rights of Action Saskatchewan Investors (Continued) Similar rights of action for damages and rescission are provided in Saskatchewan legislation in respect of a misrepresentation in advertising and sales literature disseminated in connection with an offering of securities.
Slide 36: Risk Factors and Statutory Rights of Action
Risk Factors and Statutory Rights of Action Manitoba Investors If an offering memorandum or any amendment thereto, sent or delivered to a purchaser contains a misrepresentation, the purchaser who purchases the security is deemed to have relied on the misrepresentation if it was a misrepresentation a
Slide 37: Risk Factors and Statutory Rights of Action
Risk Factors and Statutory Rights of Action Nova Scotia Investors Under Nova Scotia securities legislation, certain purchasers who purchase securities offered by an offering memorandum during the period of distribution will have a statutory right of action for damages against the Company and the dir
Slide 38: Risk Factors and Statutory Rights of Action
Risk Factors and Statutory Rights of Action Prince Edward Island Investors If an offering memorandum, together with any amendment thereto, is delivered to a purchaser and the offering memorandum, or any amendment thereto, contains a misrepresentation, a purchaser has, without regard to whether the p
Slide 39: Risk Factors and Statutory Rights of Action
Risk Factors and Statutory Rights of Action Newfoundland and Labrador Purchasers If an offering memorandum, together with any amendment thereto, contains a misrepresentation, a purchaser has, without regard to whether the purchaser relied on the misrepresentation, a statutory right of action for dam