Lomiko Metals — Investor Presentation (September 2025)
32 slides from Lomiko Metals's investor presentation, September 2025
Slide 1: A responsible critical minerals developer of choice in Quebec & Newfoundland
A responsible critical minerals developer of choice in Quebec & Newfoundland September 2025 TSXV: LMR Frankfurt: DH8
Slide 2: Disclaimer
DISCLAIMER This presentation is not a prospectus, offering memorandum or an advertisement and is being provided for information purposes only and does not constitute or form part of, and should not be construed as, an offer or invitation to sell or any solicitation of any offer to purchase or subscr
Slide 3: Lomiko advantage
Lomiko advantage Exposure to two strategic minerals in demand in North America – graphite and antimony Investment in antimony, silver, and gold exploration project in Newfoundland – excellent upside in critical minerals that are banned for export from China La Loutre is the seventh biggest graph
Slide 4: Graphite Market
FO METALS. Graphite Market
Slide 5: The China dynamic underlines the importance of Lomiko
The China dynamic underlines the importance of Lomiko China is the world's top graphite producer and exporter, refining more than 90% of the world's graphite into anode material and trade war on critical minerals from China has escalated – China banned shipments of gallium, germanium, antimony, and
Slide 6: Lomiko: an ideal partner for investment into electrification growth market
Lomiko: an ideal partner for investment into electrification growth market - 24% growth rate as 9.1m EVs sold in H1 25 Globally, natural graphite demand is set to grow strongly to reach 2.8 million tonnes (MT) by 2035, from 1.2MT in 2025, fuelled mainly by the battery sector (Benchmark Intelligence)
Slide 7: Lomiko and the graphite market
Lomiko and the graphite market EV sector anticipated to grow in the next 5-15 years, driving the need for natural-flake graphite and anode material for use in batteries, energy storage and clean tech • Electric Vehicles (EVs) Lomiko is advancing the qualification process with OEMs and downstream buy
Slide 8: Grants and Awards – Non-dilutive capital
Grants and Awards – Non-dilutive capital 8
Slide 9: Secured CA$16m in concurrent Canadian and USA funding
Secured CA$16m in concurrent Canadian and USA funding - more than 50% of project costs are supported by awards These are non-dilutive non-repayable awards Awards Canadian $4.9m contribution from Natural Resources Canada – 75% cost contribution for anode piloting Recipient of a US$8.35m (CA$11.
Slide 10: Summary of the CMRDD program – Anode Upgrading Pilot Program
Summary of the CMRDD program administered by Natural Resources Canada – Anode Upgrading Pilot Program Award: CAN$4.9m • The CMRDD program administered by Natural Resources Canada is to pilot the integrated graphite upgrading process with a 200 mt bulk sample over 3 years for a total contribution a
Slide 11: La Loutre development timeline
La Loutre development timeline A de-risked path to the development of this strategic critical mineral asset • The U.S. DoD has provided a TIA for 50% of the study costs, and NRCan is contributing 75% of the pilot program costs, significantly de-risking the project. • Current focus: Phases 1 & 2 • PF
Slide 12: La Loutre Graphite
La Loutre Graphite 12
Slide 13: La Loutre single-layer pouch full-cell battery testing surpassed commercial graphite results
La Loutre single-layer pouch full-cell battery testing surpassed commercial graphite results Demonstrated that La Loutre material is suitable for battery applications – single layer pouch full cell battery testing completed with Polaris Battery Labs, LLC, USA. The single-layer pouch cells constr
Slide 14: Next Steps – Phase 1 Engineering phase for pre-feasibility study
Next Steps – Phase 1 Engineering phase in full swing for pre-feasibility study (PFS) Estimated PFS finish date: Q1 2026, subject to access to capital Completed PFS Components Finished Mineral Resource Estimate Finished pre-feasibility metallurgical testing Finished battery testing at the lab
Slide 15: Next Steps – Phase 2 Metallurgical and battery piloting
Next Steps – Phase 2 Metallurgical and battery piloting CRITM Quebec studies – Finish June 2025 Anode Piloting • Processing 1,100kg of the material to generate I. Flotation separation testing to produce a flotation flakes flotation concentrate • Provide flake concentrate to the downstream II. Purifi
Slide 16: La Loutre – Permitted Bulk Sample Locations
La Loutre – Permitted Bulk Sample Locations DoD and NRC supported- Pilot Processing Testing to be done in EV Zone only Proposed - 5 locations Each Location up to 50 tonnes of ore Road access Three cutting – minimal Stripping – area of approximately 5x5 meters or 4x6m Drill/blast – an area of
Slide 17: Graphite Portfolio
FO METALS. Graphite Portfolio
Slide 18: Regional exploration in Grenville belt
Regional exploration in Grenville belt Most prospective graphite belt in North America • 328 claims in total on 7 early-stage projects covering 18,622 hectares in southern Quebec. • 2024 Field Program results for Meloche, Dieppe, Tremblant and Ruisseau: • Ruisseau – grades up to 27.9 percent carbon
Slide 19: The 2025 field program extends zones Rune and La Roche
The 2025 field program extends zones Rune and La Roche over 3.0 kilometer long, grading up to 27.5% Cg at Ruisseau • 2025 sampling along the southern extension of the La Roche TDEM trend was incredibly successful with numerous moderate to high grade results up to a maximum of 27.5% Cg. • The known s
Slide 20: The 2025 field program at Ruisseau Graphite
The 2025 field program at Ruisseau Graphite • A total of five primary and four secondary targets at Rune and six primary and four secondary targets at La Roche have been selected for drill testing. • The targets were generated with the aid of the 2022 airborne geophysical survey and the strong graph
Slide 21: Antimony Exploration
Antimony Exploration 21
Slide 22: Antimony
Antimony • Antimony is used to increase the hardness of alloys, with lead alloys for batteries, with lead/copper/tin alloys for machine bearings • It improves the rigidity of lead-alloy plates in lead–acid batteries • It is also used in automotive clutch and brake parts • The other major use is as a
Slide 23: Yellow Fox antimony, silver and gold potential in Newfoundland
Yellow Fox antimony, silver and gold potential in Newfoundland Historic results • Yellow Fox is an early-stage exploration property prospective in antimony, gold, and silver where historic works returned samples anomalous in gold (Au), antimony (Sb), lead (Pb), zinc (Zn), and silver (Ag). • The tren
Slide 24: Yellow Fox Next Steps
Yellow Fox Next Steps • Soil sampling program targeted south of the Yellow Fox gold, showing 59.41 g/t and 11.10% Sb areas of increased density of interpreted structures • Planned an extensive soil sampling program on 1000m long, 250m spaced lines trending approximately 110 degrees, with samples tak
Slide 25: Yellow Fox–Soil Sampling results- Au
Yellow Fox–Soil Sampling results- Au • Phase 1 - Collected 551 soil samples (red on the map). on ten 250m spaced lines trending 110 degrees. • New high-priority multi-element targets identified. • Anomalies are trending roughly the same orientation as Yellow Fox showing. • Anomalies discovered are c
Slide 26: Yellow Fox–Soil Sampling results- Antimony & Zinc
Yellow Fox–Soil Sampling results- Antimony & Zinc The information provided by QP Wayne Reid P.Geo. is registered in Newfoundland 26
Slide 27: Yellow Fox Next Steps
Yellow Fox Next Steps • Expanded the land package (30 claims @ 748ha) and added new targets – total of 58 claims at 1,446 ha • Phase 1 - Collected 551 soil samples (red on the map). Difficulty collecting soils where rock is outcropping. • Waiting on assays from Eastern Analytical • Phase 2 – 408 soi
Slide 28: Share structure
Share structure 28
Slide 29: Share structure
Share structure Lomiko has a tight capital structure with 48.7m shares outstanding • July 28th, 2025 Lomiko Metals Inc Monday, July 28, 2025 Total Issued and Outstanding 54,716,266 Options 2,033,333 Warrants 19,054,338 Broker Warrants 146,220 DSU 539,398 RSU 1,273,426 Fully Diluted 77,762,981 29
Slide 30: For more information
For more information info@lomiko.com Follow us @lomikometals on socials l l l f l
Slide 31: SGS Characterization Study, 2023: 67% fines content in the flotation concentrate
SGS Characterization Study, 2023 67% fines content in the flotation concentrate • La Loutre flake distribution is ~67% fines - suitable for anode market 37% growth year over year! • -100 mesh is used most commonly in SPG (spherical graphite) as a precursor for battery production Size Fraction Analys
Slide 32: La Loutre metallurgical program 99.99% purified graphite content
La Loutre metallurgical program 99.99% purified graphite content Completed PFS level met testing and optimized flow sheet Completed value-added testing with ProGraphite – micronization, spheroidization, and purification: Proved that La Loutre material is suitable for battery applications - Sph
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