American Tungsten & Antimony Ltd · ASX:AT4
American Tungsten & Antimony — Investor Presentation (November 2026)
13 slides from American Tungsten & Antimony's investor presentation, Nov 9, 2026
Slide 1: Building a Vertically Integrated U.S. Tungsten & Antimony Supply Chain
INVESTOR PRESENTATION NOVEMBER 2026 For personal use only BUILDING A VERTICALLY INTEGRATED U.S. TUNGSTEN & ANTIMONY SUPPLY CHAIN www.ataa.com | ASX: AT4 | OTCQB: ATALF
Slide 2: Company at a Glance
COMPANY AT A GLANCE For personal use only A$15.1M A$0.037 A$107M 2.88B Cash on hand (30 September 2026) Share Price (6 November 2026) Market Capitalisation Shares on Issue BOARD & EXECUTIVE TEAM LEADERSHIP Casper Adson Andre Booyzen Timothy Morrison David Bernhardt Chief Executive Officer Executive
Slide 3: Two Defense Minerals, One Dominant Supplier
TWO DEFENSE MINERALS, ONE DOMINANT SUPPLIER For personal use only TUNGSTEN ANTIMONY 87% China, Russia and North Korea’s share of world tungsten 91% U.S. net import reliance for antimony in 2025, with no domestic production in 2024, all restricted by U.S. under Executive Order antimony mine in produc
Slide 4: Securing America's Critical Minerals Supply: Investment Highlights
SECURING AMERICA’S CRITICAL MINERALS SUPPLY For personal use only INVESTMENT HIGHLIGHTS A BUILT & PERMITTED U.S. REFINERY SITE 1 From which to supply both antimony and tungsten 2 5 TO 7-YEAR HEAD START 3 CLEAR PATH TO SCALE 4 U.S. GOVERNMENT BACKING1 5 NASDAQ LISTING2 1. AT4 has been selected to ent
Slide 5: 5-7 Year Head Start
INVESTMENT HIGHLIGHT 5-7 YEAR HEAD START For personal use only U.S. munitions inventories following the Iran war are estimated to take four to five years to replenish. Massive shortfall in U.S. munitions stockpiles AT4 mine-to-metal strategy for both tungsten & antimony PERMITTING ISSUES OR REVOCATI
Slide 6: Building the Del Sol Critical Minerals Gateway
INVESTMENT HIGHLIGHT U.S. INDUSTRIAL TUNGSTEN AND ANTIMONY CAMPUS For personal use only BUILDING THE DEL SOL CRITICAL MINERALS GATEWAY A central hub for global tungsten and antimony supply chains 1 Land to scale 2 Power & water secured 3 Permitting in place Located in Nevada, a leading U.S. mining j
Slide 7: Del Sol Mineral Intelligence Engine
INVESTMENT HIGHLIGHT TM DEL SOL MINERAL INTELLIGENCE ENGINE For personal use only FEEDSTOCK SOURCES ENGINE CAPABILITIES United States Third-Party Producers 01 Feedstock Characterisation Allied Sources 02 Extraction Performance UK | Australia | South Korea | Canada 03 Impurity Purification MINERAL In
Slide 8: Four Critical Products
INVESTMENT HIGHLIGHT FOUR CRITICAL PRODUCTS For personal use only Sb ANTIMONY PHASE 1 PHASE 2 FUTURE EXPANSION REGULUS II INGOT REGULUS II INGOT HIGHER VALUE PRODUCT 100 tpa 5,000 tpa Sb2S3 Del Sol, Nevada Cedar City smelter, Utah Antimony trisulfide, mil-spec US$20,000/t US$20,000/t Up to US$60,000
Slide 9: U.S. Government Backed
INVESTMENT HIGHLIGHT U.S. GOVERNMENT BACKED* For personal use only Selected for up to US$18M in non-dilutive federal funding ASCEND-SB PROJECT – 5,000tpa Cedar City Smelter PROSPECTIVE U.S. PARTNERS: DOE { DLA { DOW { Defense{ Primes Department of Energy Defense Logistics Agency Department of War *A
Slide 10: Why American Tungsten & Antimony
SUMMARY WHY AMERICAN TUNGSTEN & ANTIMONY For personal use only Competitive Path U.S. 01 Advantage 02 to Scale 03 Focus 100tpa Sb-ready Nasdaq Built & permitted 100tpa fast-track tungsten APT Listing Multi-commodity refinery Antimony, tungsten expansion Future Expansions: DOE 5,000tpa antimony Fundin
Slide 11: Appendix
INVESTOR PRESENTATION NOVEMBER 2026 For personal use only APPENDIX www.ataa.com | ASX: AT4 | OTCQB: ATALF
Slide 12: Four U.S. Projects
APPENDIX FOUR U.S. PROJECTS For personal use only PROJECT COMMODITY HIGHLIGHTS Fraction Lode, the last active U.S. tungsten mine (2017) Dutch Mountain, UT Tungsten With permitted mill on private land Skarn over +5km strike from surface; Tennessee Mountain, NV Tungsten Historical estimate of 780,000
Slide 13: Important Notice: Disclaimers and LR 15.5 Information
IMPORTANT NOTICE DISCLAIMERS AND LR 15.5 INFORMATION For personal use only NOT FINANCIAL ADVICE This presentation is not a recommendation to acquire securities or a disclosure document under Chapter 6D of the Corporations Act. Investors should seek their own advice. FORWARD-LOOKING STATEMENTS Forwar
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