Lomiko Metals — Investor Presentation (June 2026)
40 slides from Lomiko Metals's investor presentation, June 2026
Slide 1: Critical Minerals explorer and developer
Ecologo Certified Critical Minerals explorer and developer with a portfolio of Critical Minerals projects in Quebec & Newfoundland TSXV: LMR June 2026 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: Land Acknowledgement
Land Acknowledgement The La Loutre graphite project site is located within the Kitigan Zibi Anishinabeg (KZA) First Nation’s territory. The KZA First Nation is part of the Algonquin Nation and the KZA traditional territory is situated within the Outaouais and Laurentides regions. Our vision is to em
Slide 4: Lomiko Advantage – Developing Critical Minerals Projects
Lomiko Advantage – Developing Critical Minerals Projects Pre-feasibility study finished on time and budget outlines generational project with a 28-year mine life • Pre-tax NPV (8%) of CAD$797.5M • After-tax NPV (8%) of CAD$617.4M • Pre-tax IRR of 30.3 % • After-tax IRR of 24.7 % • Pre-tax payback pe
Slide 5: Graphite Market
Graphite Market ow = 5:
Slide 6: Ideal partner for investment into electrification growth market
Lomiko: an ideal partner for investment into the electrification growth market – EV batteries and BSS Globally, natural graphite demand is set to grow strongly to reach 2.8 million tonnes (MT) by 2035, from 1.2MT in 2025, fueled mainly by the battery sector (Benchmark Intelligence) Global Automotive
Slide 7: The graphite market benefits from a diverse customer base
The graphite market benefits from a diverse customer base • Electric Vehicles and Hybrids (EVs & HEVs) Polaris and NRC's basic electrochemistry analysis shows potential for La Loutre Flake Graphite to become a feedstock for the anode market. • Internal Combustion Engines—Primary batteries require hi
Slide 8: Grants and Contribution Agreement for La Loutre Graphite project
Grants and Contribution Agreement for La Loutre Graphite project 8
Slide 9: Drawing C$16M in Canadian and USA funding
Drawing C$16M in Canadian and USA funding- more than 50% of project costs covered by awards – non-dilutive and non-repayable Canadian $4.9M contribution from Natural Resources Canada – 75% cost contribution for anode piloting US$8.35M (CA$11.2M) R&D (Research & Development) technology investment
Slide 10: CMRDD program – Anode Upgrading Pilot Program
CMRDD program – Anode Upgrading Pilot Program Field Program Initiated in November 2025 Award @CAN$4.9M from the CMRDD program administered by Natural Resources Canada to pilot the integrated graphite upgrading process with a 200 mt bulk sample for a total contribution agreement of $6.6M, where Lom
Slide 11: CMRDD program – Anode Upgrading Pilot Program
CMRDD program – Anode Upgrading Pilot Program February & June - August- January - November December 2025 April 2026 May 2026 March 2026 August 2026 December 2026 April 2027 2025 January 2026 Crushing/ Mining Flotation Drying Screening Purification Shaping Coating Grinding Source: Lomiko 11
Slide 12: La Loutre development timeline
La Loutre development timeline A de-risked path to the development of this strategic critical mineral asset • The U.S. DoW 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. • PFS – Phase 1 – Complete Phase F
Slide 13: Pre-Feasibility Study for La Loutre Graphite project
Pre-Feasibility Study for La Loutre Graphite project 13
Slide 14: La Loutre graphite Pre-feasibility Study Graphite Production
La Loutre graphite Pre-feasibility Study Graphite Production Ranked as the 7th largest graphite deposit in the world by Mining.com and Mining Intelligence, the La Loutre project is located in Quebec, Canada. The property lies within the Grenville Geological Province, renowned for its favorable condi
Slide 15: La Loutre Graphite Project – Project Economics PFS Level
La Loutre Graphite Project – Project Economics PFS Level Net present value (NPV@8%) Internal rate of return (IRR) Payback Period • Before tax: CAD $797.5M • Before tax: 30.3% • Before tax: 3.08 years • After tax: CAD $617.4M • After tax: 24.7% • After tax: 3.24 years Creates and maintains 160 full-t
Slide 16: Site Layout
Site Layout • Optimized Project layout to fit a 28-year production profile with two surface co-disposal facilities • Removed the original Co- disposal area • Increased stability for the waste/tailings piles • Provides for a potential decrease in permitting timelines • Co-disposal site is built as a
Slide 17: Mineral Resources La Loutre
Mineral Resources La Loutre – increase of 4% & 10% from 2023 to 2026 MRE 2023 Graphite conc 95% = US$1043/t COG = 1.5 Deposit Cut-off (%) Indicated resource Inferred resource Tonnage (t) Graphite (%) Graphite (t) Tonnage (t) Graphite (%) Graphite (t) EV 1.5 24,267,069 5.80 1,406,764 3,067,455 4.29 1
Slide 18: Mineral Reserves La Loutre
Mineral Reserves La Loutre • Reserves outlined using $1,048/t selling price – 28 years mine life • Mine plan proposed to use lower grade at the end of the mine life, and stockpile inferred resources separately and process later in the project life. • Battery Pit size reduced due to proximity to the
Slide 19: CAPEX – Plant and Infrastructure
CAPEX – Plant and Infrastructure • Project CAPEX and OPEX suited for a North Initial Capital Sustaining Capital American setting and North American Area Description Cost (CAD$M) Cost (CAD$M) supply chain Mining $31.60 $132.80 Processing $298.70 $27.40 • Tailings Cost included in onsite Infrastructur
Slide 20: Ruisseau & Quebec Natural Flake Graphite Portfolio
Ruisseau & Quebec Natural Flake Graphite Portfolio 20
Slide 21: Regional exploration in Grenville belt
22845.48 Regional exploration in Grenville belt The most prospective graphite belt in North America • 400 claims in total on 7 early-stage projects covering 22,845 hectares in southern Quebec. • 2024 Field Program results for Meloche, Dieppe, Tremblant, and Ruisseau: • Ruisseau – grades up to 27.9 p
Slide 22: 2024 field program discovers zones at Ruisseau
2024 field program discovers 4 zones spanning over 3.0 kilometer long grading up to 27.9% Cg at Ruisseau A total of 107 grab samples were collected: • 24 samples returned results greater than 20% Cg, • 55 samples returned results greater than 10% Cg, • 71 samples returned results greater than 5% Cg
Slide 23: 2025 field program extends Rune and La Roche zones
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 24: 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 25: Antimony Exploration
CS METALS. Antimony Exploration
Slide 26: 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 27: 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 28: Yellow Fox–Soil Sampling results- Au
Yellow Fox–Soil Sampling results- Au • Extension of high-priority multi-element targets to the south, including significant zones in Cerium and Gold • New gold showing with assays up to 1.3 g/t – new western clam block just west of the Yellow Fox Showing. • Soil sampling program successfully targete
Slide 29: Yellow Fox–Soil Sampling results- REEs
Yellow Fox–Soil Sampling results- REEs • 39 soil samples (7 and 32) were re-run for the Rare Earth Elements (“REE”) specific test package for assays outlining the cerium anomaly and to check for other REE elements, including neodymium, praseodymium and gallium. The results of the rerun outlined two
Slide 30: Yellow Fox Next Steps
Yellow Fox Next Steps • Expanded the land package and added new targets – total of 109 claims at 2,700 ha (27km2) • Phase 1 & 2 – Completed a total of 815 soil samples (Phase 1 @551 and Phase 2 @264). The field team experienced difficulty collecting soil where rock outcroppings were present. • Phase
Slide 31: 2026 Focus
2026 Focus Create value with two strategic minerals in demand in North America – graphite and antimony La Loutre: • Publication and communication of the PFS to all stakeholders and rightsholders • Review opportunities to build a North American graphite supply chain with partners in Quebec, Canada, a
Slide 32: Lomiko collaborations
“i? METALS ~~ LOMIKO Lomiko collaborations E 3) Polaris sete .aion Femina BATTERY LABS Collective Innovation en traitement de minerais Innovation in mineral processing LsSTM UNIVERSITY OF WATERLOO eeehel UNIVERSITE 26 LAVAL National Research Council Canada Conseil national de recherches Canada NRC-I
Slide 33: For more information
For more information info@lomiko.com Follow us @lomikometals on socials l l l f l
Slide 34: SGS Metallurgical Testing – PFS Level Characterization Study
SGS Metallurgical Testing – PFS Level Characterization Study 67% fines content in the flotation concentrate La Loutre flake distribution is ~67% fines - suitable for anode market 21% growth year over year! -100 mesh is used most commonly in SPG (spherical graphite) as a precursor for battery pro
Slide 35: La Loutre metallurgical program
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 -Sphe
Slide 36: Phase 2 - Focus on Metallurgical and battery piloting
Phase 2 - Focus on Metallurgical and battery piloting 200t bulk sample with local operators and research institutions in Quebec The bulk sample excavation was completed Material taken from 5 test locations in EV Zone Fieldwork completed by local contractors Ore is crushed off-site before bei
Slide 37: Ranked as the seventh biggest deposit worldwide by Mining.COM
Lomiko advantage: Ranked as the seventh biggest deposit worldwide by Mining.COM The independent and qualified persons for the mineral resource estimate, as defined by NI 43 101, are Marina Iund, P.Geo. (InnovExplo Inc.), Martin Perron, P.Eng. (InnovExplo Inc.)., Simon Boudreau, P.Eng. (InnovExplo In
Slide 38: Yellow Fox option terms
Yellow Fox antimony, silver and gold potential in Newfoundland Terms of the Option (a) The Optionee shall have the right to acquire 100% of the right, title and interest in and to the Option Interests by making the following payments: (i) in cash totaling $70,000, according to the following schedule
Slide 39: www.lomiko.com
www.lomiko.com TSXV: LMR OTC: LMRMF FRANKFURT: DH8C 39
Slide 40: Yellow Fox–Soil Sampling results- Cerium, Antimony & Zinc
Yellow Fox–Soil Sampling results- Cerium, Antimony & Zinc The information provided by QP Wayne Reid P.Geo. is registered in Newfoundland 40