Falcon Energy Materials Plc · TSXV:FLCN
Falcon Energy Materials — Investor Presentation (April 2026)
26 slides from Falcon Energy Materials's investor presentation, April 2026
Slide 1: Aiming to be the go-to natural CSPG supplier
A I M I N G TO B E T H E G O - TO N AT U R A L C S P G SUPPLIER INVESTOR PRESENTATION | Q2 2025 TSX-V: FLCN
Slide 2: Cautionary Note Regarding Forward-Looking Statements
CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This presentation contains “forward-looking statements” or “forward looking information” within the meaning of applicable securities laws and other statements that are not historical facts. Forward-looking statements are included to provide inform
Slide 3: Why Invest?
Falcon Energy Materials • THE LITHIUM-ION BATTERY SECTOR is projected to exceed USD $200 PLC (TSX.V: FLCN)(OTCQB: billion in value by 2030, with CSPG being a critical component for high- FLCNF) is Developing a performance anodes Natural CSPG Plant in NATURAL CSPG is less cost and energy-intensive to
Slide 4: Corporate Structure
CORPORATE Corporate Structure C A P I T A L S T R U C T U R E (1) MAJOR SHAREHOLDERS Listing / Incorporation TSX -V/ UAE La Mancha Fund 22.8% Phoenix 13.8% Basic Shares Outstanding (M) 170.1 Coris Bank 7.4% Options (M)(2) 18.4 Argentem 4.9% DSU’s (M) 1.6 Koramic Finance Company 4.6% Rothschild AM 2.
Slide 5: What is Coated Spheronized Purified Graphite (CSPG)?
ABOUT CSPG What is Coated Spheronized Purified Graphite (CSPG)? CSPG a specialized form of graphite used in the anodes of lithium-ion batteries. It's a key component for achieving high performance and long life in these batteries. CONCENTRATE – Natural Flake Graphite (-100 mesh) A Low-tech High-tech
Slide 6: The Role of Graphite
ABOUT CSPG The Role of Graphite A N O D E (-) 63 kg Lithium 120 kg Graphite (CSPG) Often overlooked, 40 kg graphite is the primary Nickel anode material in most commercial lithium-ion battery. 15 kg Cobalt BYD HAN EV 15 kg C A T H O D E (+) Manganese SOURCE: Nexus PMG & Resource Erectors RETHINKING
Slide 7: Growing applications for CSPG
About CSPG Growing applications for CSPG CAGR Key Drivers 4% 8% Rapid EV adoption globally, policy incentives, ~18–25% 12% automaker investments $70-85 billion ~3–5% Steady demand for smartphones, laptops, wearables LIB market size (2024, USD) Growing renewable integration, grid balancing, 76% ~20–3
Slide 8: Industry Leaders Fully Recognize the Importance Of China
THE MARKET Industry Leaders Fully Recognize the Importance Of China Executing to a Chinese standard is now going to be the most important priority. - Jim Farley, CEO Ford Cutting ties with China would be “unthinkable” - Ola Källenius, Head of Mercedes Benz China is undeniably at the forefront of the
Slide 9: Companies are Attempting to Create Their Own Production Facilities
THE CHALLENGE Companies are Attempting to Create Their Own Production Facilities to Undercut Supply From China THE CHALLENGE: Nameplate Selected Peers Investment NG/SG Location Current Capacity Capacity Most lack the technology, partners and skills to CSPG Nouveau Monde $911M NG Quebec, Canada 1.5kt
Slide 10: Collaboration is the Differentiator in Filling the Gap
THE SOLUTION Collaboration is the DIFFERENTIATOR in Filling the Gap in the Global Supply Chain Our goal is similar to our peers: To create a high-margin CSPG production business that sells to western end-users. We have assembled a unique consortium to leverage technical and commercial expertise alon
Slide 11: Unique Consortium Positions Falcon to Execute its Vertical Integration Strategy
CORPORATE Unique Consortium Positions Falcon to Execute its Vertical Integration Strategy F A L C O N E N E R G Y M AT E R I A L S L A M A N C H A | FINANCIAL PARTNER Abu Dhabi-headquartered, TSX Venture-listed Global investment firm of Naguib Sawiris focused on industrial materials company aiming t
Slide 12: Working Together to De-risk the Graphite Supply Chain
CORPORATE Working Together to De-risk of the Graphite Supply Chain IP, CONSTRUCTION, OPERATIONS, LAND & UTILITIES Falcon aims to create the first natural CSPG production plant outside of China by leveraging FEEDSTOCK ANODE PLANT CONSUMERS partnerships with an emphasis on refining over mining graphit
Slide 13: Falcon's Advantage: Lowest Capital Intensity Compared to our Peers
Falcon’s Advantage: Lowest Capital Intensity Compared to our Peers Nameplate Investment Selected Peers NG/SG Investment Capacity Intensity Nouveau Monde NG $911M 44kt $20,700/t EDGE OVER PEERS: Westwater Resources NG $271M 13kt $21,680/t Epsilon Advanced NG $650M 30kt $21,670/t Falcon’s unique appro
Slide 14: Kingdom of Morocco is poised to become a regional EV powerhouse
MOROCCO Kingdom of Morocco is poised to become a regional EV powerhouse Morocco is a strategic location on global trade routes Port of Tanger is largest port in the Mediterranean Ports and transportation networks optimized for export and distribution of EV components. Free-trade agreements w
Slide 15: Morocco Keeping an Eye on EV while Building its Automotive Ecosystem
MOROCCO Morocco Keeping an Eye on EV while Building its Automotive Industrial Ecosystem Leading EV Manufacturers and Suppliers in Morocco: Morocco aims to increase EV production as part of its broader automotive industry strategy Launched its national electric mobility initiatives and supporting
Slide 16: Falcon's Pilot Plant in Jorf Lasfar, Morocco
MOROCCO PILOT PLANT Falcon’s Pilot Plant in Jorf Lasfar, Morocco CSPG PILOT PLANT DESIGN Pilot plant on track to produce natural CSPG in Q1 2026 RETHINKING THE GRAPHITE STORY TSX.V: FLCN 16
Slide 17: Fast-Tracking Towards Building Full-Scale CSPG Plant
MOROCCO CSPG PLANT Fast-Tracking Towards Building Full-Scale CSPG Plant KEY FINANCIAL METRICS1 A N O D E P L A N T D E S I G N I N J O R F L A S FA R , M O R O C C O Capital Costs2 $86M Operating Costs2 $3,168/t Average Sales Price $8,300/t Target Production (All Products) 26ktpa Construction Time 1
Slide 18: 26ktpa CSPG Production Projections
MOROCCO ANODE PLANT 26ktpa CSPG Production Projections Construction period of 15 months Based on existing design of Hensen Weihai CSPG plant Processing flow sheet based on conventional Chinese, CSPG production methods Leveraging existing 26ktpa (1) of CSPG after final product has been qualif
Slide 19: Executive Team
CORPORATE Executive Team B E N O I T L A S A L L E | FCPA, FCA, MBA M AT T H I E U B O S | MSc Chairman of the Board President and Chief Executive Officer Founder, President & CEO of Semafo, Current President Former Executive VP, Africa for Ivanhoe Mines; & CEO of AYA Gold & Silver Inc. and Executiv
Slide 20: Milestones & Catalysts for 2026 and Beyond
CORPORATE Milestones & Catalysts for 2026 and Beyond Q2 Q3 Q4 Q1 2027 FULL-SCALE STUDY PRODUCTION AGREEMENT EIA & PERMIT 26ktpa PARC X Geotech Construction of CSPG PILOT PLANT UPDATE UPDATE COMMENCE CSPG Financing Offtake Early Production & Offtake Agreement Construction Work COMPLETED … ONGOING TAR
Slide 21: Appendices
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Slide 22: The Making of an Anode
ABOUT CSPG The Making of an Anode CSPG PRODUCTION * Illustrative 20% Natural + 80% Synthetic * Natural graphite also requires Purification in this step before Coating & Baking SOURCE: Benchmark Mineral Intelligence 2025 RETHINKING THE GRAPHITE STORY TSX.V: FLCN 22
Slide 23: Abundance of Natural Graphite Feedstock Available Globally
Abundance of Natural Graphite Feedstock Available Globally TOTAL CONCENTRATE PRODUCTION: 11% 14% Graphite mines and 16% 39% projects exists around the 1.27 Mt 2.19Mt globe, but 90+% of 2024A 2030E graphite is processed in 73% China… 47% China Africa* RoW *Tanzania, Madagascar, Mozambique SOURCE: Ben
Slide 24: 2024 Global Anode Industry
THE MARKET 2024 Global Anode Industry Market Share (% by Operating Region) = Total = 1,960 kt 0% 20% 40% 60% 80% 100% China Asia-Pacific Europe RoW China dominates downstream EV battery supply chain, a trend Natural Graphite (16%) which is unlikely to Synthetic Graphite (79%) change. Graphite-silico
Slide 25: CSPG Anode Plant Costs
MOROCCO ANODE PLANT CSPG Anode Plant Costs O P E R AT I N G C O S T S C A P I TA L C O S T S IN US$ PER TONNE CSPG Preliminary, General Earthworks and Power $466 $3M Leveraging existing Terracing Water $59 Civils, Architectural and Fencing $5M expertise significantly Reagent $1,149 Structural Steel
Slide 26: Contact
Level 7, Al Maryah Tower Al Maryah Island, Abu Dhabi United Arab Emirates FALCONEM.NET | TSX.V: FLCN
Falcon Energy Materials — Investor Presentation (April 2026) on 6ix