Homerun Resources Inc. · TSXV:HMR
Homerun Resources — Investor Presentation (June 2026)
23 slides from Homerun Resources's investor presentation, Jun 1, 2026
Slide 1: Homerun Resources Inc. Corporate Presentation Q2 2026
STOCK SYMBOLS AND MARKETS CAD-TSXV: HMR USA-OTC: HMRFF GDR-WKN: 5ZE / A3CYRW B3 BDR: HMRN31 C O R P O R A T E P R E S E N T A T I O N · Q 2 2 0 2 6 Homerun Resources Inc. From Resource to Vertically Integrated TSX VENTURE 50 Advanced Materials & Energy Solutions 2025 Innovating HPQ Silica Solutions
Slide 2: Disclaimer and Forward-Looking Statements
L E G A L N O T I C E Disclaimer and Forward-Looking Statements This presentation has been prepared for Homerun Resources Inc. (TSXV: HMR). It contains background information about the resource projects which are current at the date of this presentation. The presentation is in summary form and does
Slide 3: Introduction to Homerun Resources Inc.
W H O W E A R E Introduction to Homerun Resources Inc. VISION Developing the Silica Valley in Bahia, Brazil into a global materials base for advanced silica solutions into the energy and technology Homerun is a disruptive leader transitions. in vertically integrated high-purity silica materials for
Slide 4: A Simple, Vertically Integrated Strategy
O U R M O D E L A Simple, Vertically Integrated Strategy From world-class Brazilian silica to advanced materials for energy and technology solutions — all built on a globally unique, captive resource base. 01 ACQUIRE 02 VALIDATE & PROCESS 03 BUILD & SUPPLY Exceptional Raw Material Advanced, In-Deman
Slide 5: Brazil's Strategic Industrial Opportunity
W H Y B R A Z I L · W H Y N O W Brazil's Strategic Industrial Opportunity 55+ GW Brazil solar capacity (Mar 2025) — on track to 90–108 GW by 2029 $64.5B Brazilian mining investment (2024–2028), +28.8% over prior plan $2.4B BNDES renewable investment in 2024 — Homerun selected by BNDES “ The Santa Ma
Slide 6: Unprecedented Government & Institutional Support
V A L I D A T I O N Unprecedented Government & Institutional Support BAHIA STATE · MUNICIPALITY OF BELMONTE F EDERAL BNDES & Finep MOU with Municipality of Belmonte, CBPM, BahiaGás and SECTI — signed May 2025 and formalized through 99-year surface rights agreement. Joint Support Plan Received — Stra
Slide 7: A Powerful 3-Phase Strategic Plan
E X E C U T I O N T I M E L I N E A Powerful 3-Phase Strategic Plan Since Q1 2023, Homerun has built the foundations of a vertically integrated materials company. 2026 marks the transition from build to operations — financing the BFS, industrial silica sales underway, and platform commercialization
Slide 8: Homerun's Control of the Silica Valley
R E S O U R C E & L A N D Homerun's Control of the Silica Valley — Santa Maria Eterna, Belmonte, Bahia, Brazil Three years of staged consolidation has delivered uninterrupted access to a unique large-tonnage HPQ silica district — securing supply, scale, and pricing power. Santa Maria Eterna Lease I
Slide 9: Four Commercial Platforms · One Integrated Vision
P L A T F O R M S Four Commercial Platforms · One Integrated Vision Homerun is building four interlocking platforms from a single captive resource — each independently de-risked, with multiple revenue streams across silica sand sales, solar glass, advanced materials and energy solutions. PLATFORM 01
Slide 10: Competitive Advantage: The Silica Valley
P L A T F O R M 0 1 · R E S O U R C E Competitive Advantage: The Silica Valley – Santa Maria Eterna, Belmonte, Bahia ONE OF THE PLANET'S MOST EXCEPTIONAL HPQ SILICA SAND DEPOSITS Superior quality. Abundant quantity. Logistical advantage. 99.6%+ 0.34 ppm 200+ Mt 64 Ha SiO₂ raw grade silica Purified i
Slide 11: Silica Purification and Advanced Materials — 3-Phase Platform
P L A T F O R M 0 2 · P U R I F I C A T I O N & A D V A N C E D M A T E R I A L S Silica Purification and Advanced Materials — 3-Phase Platform Each phase expands optionality, value capture and downstream integration — from industrial-grade to ultra-high-purity 5N silica for tech and energy material
Slide 12: R&D — Disrupting Old Processing for Next-Gen Materials
I N N O V A T I O N R&D — Disrupting Old Processing for Next-Gen Materials Homerun is positioning across both upstream HPQ silica and downstream advanced materials — partnered with UC Davis, NREL, Dorfner Anzaplan and Minerali Industriali Engineering. BREAKTHROUGH SYNTHESIS MATERIAL Femtosecond Lase
Slide 13: Solar Glass — Positive Bankable Feasibility Study
P L A T F O R M 0 3 · B F S Solar Glass — Positive Bankable Feasibility Study (May 2026) FIRST IN THE AMERICAS CONFIRMED ECONOMICS · BFS BY DTEC PMP GmbH $670M NPV · 20.2% IRR 365,000 tpa antimony-free solar glass · Bahia, Brazil $670M 20.2% 7.6 yrs NPV IRR Payback USD — Base Case vs. 4.6% WACC With
Slide 14: Solar Glass — Financial & Sensitivity Analysis
P L A T F O R M 0 3 · R E T U R N S Solar Glass — Financial & Sensitivity Analysis REVENUE & EBITDA TRAJECTORY SENSITIVITY — IRR REMAINS ATTRACTIVE ACROSS ALL SCENARIOS YEAR REVENUE EBITDA MARGIN Expected (105%) 23.1% 2028–2029 (Yr 1) ~$247M ~$75M ~30% 2030 ~$285M ~$142M ~50% Base Case 20.2% 2033+ (
Slide 15: Enduring — Long-Duration Thermal Energy Storage
P L A T F O R M 0 4 · E N E R G Y S T O R A G E Enduring — Long-Duration Thermal Energy Storage FROM RAW MATERIAL SUPPLIER → GLOBAL TECHNOLOGY PARTNER FOUR REVENUE STREAMS Homerun is now the technology integrator, IP steward, and commercialization Vertical integration no competitor matches leader fo
Slide 16: Energy Solutions — EMS-IoT Hub & SeisSolar
P L A T F O R M 0 4 · C O M M E R C I A L Energy Solutions — EMS-IoT Hub & SeisSolar, Perovskite – Solar’s Future Homerun's AI Energy Management Platform + SeisSolar EU customer base = revenue-generating energy solutions today with Perovskite Solar for the future. P EROVS K IT E S EIS S OL AR T HE H
Slide 17: 2025–2026 Milestones — Transformational Year
R E C E N T E X E C U T I O N 2025–2026 Milestones — Transformational Year 12+ months of material milestones executed across resource, financing, partnerships, and commercialization. MAY 2026 MAY 2026 MAY 2026 MAR 2026 Positive BFS Completed MIE & Anzaplan Engaged B3 BDR Listing Cristal Sand Distrib
Slide 18: The Brazil Opportunity in 2026
M A C R O T A I L W I N D S The Brazil Opportunity in 2026 Rapid mining expansion, historic solar growth, robust government incentives, and a favorable investment climate make Homerun's vertically integrated model especially viable and relevant in 2026. SOLAR BOOM MINING INVESTMENT FAVORABLE FINANCE
Slide 19: Investment Thesis — Key Considerations
W H Y H O M E R U N Investment Thesis — Key Considerations 01 02 Diversified Portfolio · High-Impact Industries Unlimited Upside · Scalable by Design Exposure across silica, solar, advanced materials, energy storage & Each platform designed for expansion. Phase 2 solar glass alone energy management
Slide 20: Our Team — Worldwide Execution
L E A D E R S H I P Our Team — Worldwide Execution Brian Leeners Antonio Vitor CEO / Director Country Manager · Brazil B.Comm., LL.B. (UBC, 1992). Founder of Homerun and multiple materials and technology 10+ years in mining (Zumbi, AMA Gold, Hawking Graphite, 3S Rare Earths). Project startups over 3
Slide 21: Our Team — Worldwide Execution (cont.)
B R A Z I L + E N E R G Y Our Team — Worldwide Execution (cont.) Dr. Luca Sorbello Odir Julio Pedrazzi Jr. Managing Director · Homerun Energy (EU) VP Operations · Brazil Joined Halocell 2009. CEO of Halocell Europe and Halocell Energy board member. PhD industrial Glass processing specialist (Univers
Slide 22: Share Structure & Capitalization
C A P I T A L M A R K E T S Share Structure & Capitalization As of June 1, 2026 · Listed: TSXV (HMR) · OTC (HMRFF) · FSE (5ZE) · B3 BDR (HMRN31) INSTRUMENT AMOUNT AVG PRICE Common Shares 77,345,339 — Stock Options 13,376,000 $0.41 Warrants — Issued 8,179,440 $1.30 Warrants — Monthly Release (24-mo,
Slide 23: Thank You
THANK YOU for your interest in Homerun Resources and our commitment to the renewable energy transition. CONTACT US Together, we can create a sustainable and prosperous future. CHIEF EXECUTIVE OFFICER INVESTOR RELATIONS Brian Leeners Tyler Muir info@homerunresources.com tmuir@tmmcapitaladvisoryinc.co
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