Next Edge CIA Disciplined Growth Portfolio · TSX:PCD.UN
Next Edge CIA Disciplined Growth Portfolio — CMP Next Edge 2025 Critical and Precious Metals Short Duration Flow-Through Limited Partnership — Investor Presentation (2025)
28 slides from Next Edge CIA Disciplined Growth Portfolio's investor presentation, 2025
Slide 1: CMP Next Edge 2025 Critical and Precious Metals Short Duration Flow-Through Limited Partnership
CMP Next Edge 2025 Critical and Follow Us Precious Metals Short Duration Flow-Through Limited Partnership
Slide 2: Important Notes
Important Notes The “CMP Next Edge 2025 Critical and Precious Metals Short Duration Flow-Through Limited Partnership“ or the “Fund”, or “CMP FT LP” or the “Partnership” means the “CMP Next Edge 2025 Critical and Precious Metals Short Duration Flow-Through Limited Partnership”. Capitalized terms not
Slide 3: Executive Summary
Executive Summary The CMP Next Edge 2025 Critical and Precious Metals Short Duration Flow-Through Limited Partnership (the “CMP FT LP” or the “Partnership”) is designed to provide significant tax benefits and capital appreciation through investments in flow-through shares of resource companies. Affi
Slide 4: About Next Edge Capital Corp.
About Next Edge Capital Corp. Next Edge Capital Corp. (“Next Edge Capital”) is an investment fund manager and a leader in the structuring and distribution of alternative, private credit and value-added fund products in Canada. The firm is led by an experienced management team that has launched numer
Slide 5: Why Invest in the CMP Flow-Through Limited Partnership
Why Invest in the CMP Next Edge 2025 Critical and Precious Metals Short Duration Flow-Through Limited Partnership Experienced Team 1 Significant Tax Deductions and Tax 3 Credits The Partnership will leverage the Portfolio Manager’s extensive experience in the mining sector, who has One of the primar
Slide 6: The Case For Resources: Opportune Timing?
The Case For Resources Opportune Timing? • Many resource indices, particularly those focused on small-cap companies, are trading significantly below prior peak levels, presenting a compelling valuation opportunity. • Sustained bear markets typically have been followed by large appreciation. S&P/TSX
Slide 7: The Case For Resources: Opportune Timing?
The Case For Resources Opportune Timing? The Junior Gold Miners ETF (“GDXJ”) peaked in 2011 before entering a prolonged downtrend, losing approximately 60% from its highs. Despite GDXJ’s recent move off the lows, Next Edge Capital Corp. (the “Manager”), believes that the significant move in the unde
Slide 8: The Case For Resources: Gold Prices Versus Mining Cost
The Case For Resources Opportune Timing? Gold prices have shown a strong upward trend since 2019. The cost of gold miners (AISC - blue bars) has also risen, but at a more gradual rate to $1,451 per ounce in 2025. The growing gap between these two metrics represents the production margin, which has e
Slide 9: The Case For Resources: The Canadian Opportunity
The Case For Resources The Canadian Opportunity “A 2024 analysis by BloombergNEF (BNEF) ranked Canada as the country with the highest potential to form a secure, reliable and sustainable battery supply chain. Canada’s consistent growth across the supply chain and its strong ESG credentials were cite
Slide 10: A Premier Investment Opportunity
The Case For Resources: The Canadian Opportunity for Resources and Critical Minerals A Premier Investment Opportunity Canada is one of the world’s most resource- rich nations, offering diverse natural resources including oil, natural gas, gold, and critical minerals. A stable and transparent regulat
Slide 11: Canada's Critical Minerals Advantage
The Case For Resources: The Canadian Opportunity for Resources and Critical Minerals Canada’s Critical Minerals Advantage Canada possesses all 34 minerals on the critical minerals list. Canada is a Top 5 global producer of 10 key critical minerals: Potash, niobium, uranium, palladium, tellurium, ind
Slide 12: Growing EV Battery Supply Chain
The Case For Resources: The Canadian Opportunity for Resources and Critical Minerals Growing EV Battery Supply Chain Since 2022, major EV battery manufacturers have committed to Canada: • Stellantis-LGES (March 2022) • Volkswagen-PowerCo (April 2023) • Northvolt (September 2023) • Honda (April 2024)
Slide 13: World-Class Regulatory System
The Case For Resources: The Canadian Opportunity for Resources and Critical Minerals World-Class Regulatory System Canada leads in responsible resource development with strong 1 environmental protections, labor standards, and Indigenous partnerships. Recent regulatory advancements improve project ti
Slide 14: Diversification Benefits
The Case For Resources Diversification Benefits CORRELATION OF MONTHLY RETURNS FROM JANUARY 31, 1990 TO JANUARY 25, 2025 The Manager believes investing in Goldman Sachs the Resource Sector offers important Barclays Global TSX S&P 500 Commodities diversification advantages within a Aggregate Index In
Slide 15: Inflation Hedge
The Case For Resources Inflation Hedge PERCENTAGE OF TIME ASSET CLASS GENERATES A POSITIVE REAL RETURN DURING ‘HIGH INFLATION’ ENVIRONMENTS** The Manager believes commodities have long been recognized as a reliable hedge against inflation, including*: In periods of rising inflation, tangible assets
Slide 16: CMP Flow-Through Limited Partnership
CMP Next Edge 2025 Critical and Precious Metals Short Duration Flow-Through Limited Partnership
Slide 17: CMP Flow-Through Limited Partnership
CMP Next Edge 2025 Critical and Precious Metals Short Duration Flow- Through Limited Partnership The CMP FT LP Portfolio’s investment objective is to provide holders of Units (“Limited Partners”) with capital appreciation and a tax-assisted investment in a diversified portfolio of Resource INVESTMEN
Slide 18: Why Invest in the CMP Flow-Through Limited Partnership
Why Invest in the CMP Next Edge 2025 Critical and Precious Metals Short Duration Flow-Through Limited Partnership Significant Tax Deductions and Experienced Team 1 Tax Credits 3 The Partnership will leverage the Portfolio Manager’s One of the primary benefits of investing in flow- extensive experien
Slide 19: CMP Flow-Through Limited Partnership Investment Approach
CMP Next Edge 2025 Critical and Precious Metals Short Duration Flow-Through Limited Partnership The Partnership intends on pursuing the following approaches to achieve its Investment Objective: Focusing on resource opportunities that are supported by large and significant economic trends Focusing on
Slide 20: Investment Criteria When Selecting Resource Companies
CMP Next Edge 2025 Critical and Precious Metals Short Duration Flow-Through Limited Partnership Investment Criteria When Selecting Resource Companies: • Resource Quality and Quantity: The potential investment • Market Conditions: The Partnership will evaluate current in question must have a demonstr
Slide 21: Flow Through Tax Deductions & Credits Eligibility
Flow Through Tax Deductions & Credits Eligibility Deductions and Credits Eligible for Federal and Provincial Purposes Canadian Exploration Expense – 100% Tax Deduction CMETC Critical Minerals Exploration Tax Credit (30%) OR METC Minerals Exploration Tax Credit (15%) Additional Provincial Credits Ont
Slide 22: Tax Tables: At-Risk Capital, Breakeven and Downside Protection
CMP Next Edge 2025 Critical and Precious Metals Short Duration Flow- Through Limited Partnership Tax Tables At-Risk Capital, Breakeven and Downside Protection AB BC MB NB NS NL ON PEI QC SK Highest Marginal 48.00% 53.50% 50.40% 52.50% 54.00% 54.80% 53.53% 52.00% 53.31% 47.50% Tax Rate Investment $1,
Slide 23: Investment Guidelines
Investment Guidelines CMP Next Edge 2025 Critical and Precious Metals Short Duration Flow-Through Limited Partnership Portfolio Investment in Resource At least 75% METC Companies Exploring for (subject to Portfolio Manager 25% Critical Minerals discretion) Resource Companies 90% Listed on a Stock (s
Slide 24: Summary of Terms
Summary of Terms Series A limited partnership units (“Series A Units”) and Series F limited partnership units (“Series F Units”), and collectively Securities Offered (the ‘Units”) Maximum Offering - $50,000,000 (800,000 Units) Offering Size Units Minimum Offering - $5,000,000 (200,000 Units) Price p
Slide 25: Appendix
Appendix
Slide 26: Palos Wealth Management Team (Portfolio Manager)
Palos Wealth Management Team (Portfolio Manager) Charles Marleau is the co-founder and director at Palos, where he serves as Chief Investment Officer since 2021. Previously, Charles served as President and Chief Executive Officer of Palos from 2001 to 2021. He leads the management of the Palos Incom
Slide 27: General Partner Management Team
General Partner Management Team Mr. Mark Goodman has over 25 years public and mining company experience. Most recently he was Presi- Mark Goodman dent of Dundee Corporation, a TSX listed public mining merchant bank, until December 2018. He has served on several public company boards and executive po
Slide 28: nextedgecapital.com
nextedgecapital.com linkedin.com/company/next-edge-capital twitter.com/NextEdgeCapital NextEdgeCapital 18 King Street E, Suite 902 Toronto, ON M5C 1C4 416.775.3600 Toll Free: 1.877.860.1080 info@nextedgecapital.com