Atlas Critical Minerals Corporation · NASDAQ:ATCX
Atlas Critical Minerals — Investor Presentation (September 2026)
38 slides from Atlas Critical Minerals's investor presentation, September 2026
Slide 1: Unlocking Brazil's Critical Minerals Potential
NASDAQ: ATCX Unlocking Brazil's Critical Minerals Potential 92 6 22 REE U C Ti RARE EARTHS URANIUM CARBON TITANIUM Goiás Minas Brief Corporate Presentation Gerais September 2026 ATLAS CRITICAL MINERALS
Slide 2: Forward-looking Disclaimer
Forward-looking Disclaimer This presentation contains forward-looking statements made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward looking statements are based upon the current plans, estimates and projections of Atlas Critical Minerals Cor
Slide 3: Investment Highlights
Investment Highlights Largest Portfolio High-Quality Geopolitical Importance Team with Proven of Critical Minerals Project Pipeline Track Record ▶ Controls 218,000+ hectares ▶ High-potential rare earths ▶ China controls 90%+ of the ▶ Team with extensive of high-potential mineral projects located in
Slide 4: Critical Minerals Market Transformation: Government Backing Creates Unprecedented Opportunity
Critical Minerals Market Transformation: Government Backing Creates Unprecedented Opportunity ▶ July 10, 2025 - Historic Pentagon Investment: $400M DOD investment in MP Materials = largest gov't commitment to critical minerals sector ▶ 200% Premium Guarantees: U.S. guarantees $110/kg for rare earth
Slide 5: Key Stock Highlights
Key Stock Highlights NASDAQ: ATCX Share Price $3.15 Outstanding Shares 5.11M Market Capitalization $16.1M 52-week High $14.01 52-week Low $2.57 ANALYST COVERAGE Firm Analyst Recommendation Target Price Jake Sekelsky Buy $42.00 Heiko Ihle, CFA Buy $13.75 Ashok Kumar, Buy $15.00 PhD, CFA ATLAS CRITICA
Slide 6: Management Team
MANAGEMENT TEAM Marc Fogassa Virgilio Santiago James Schloffer Eduardo Queiroz Areli Nogueira Joel Monteiro, Esq. Chairman & CEO Chief Financial Officer Chief Technical Officer Project Management VP, Mineral Exploration VP, Administration & Treasurer Consultant & Director & Director ▶ 20+ years of ▶
Slide 7: Rare Earths & Titanium
AA aTLAS Rare Earths & Titanium
Slide 8: Rare Earths Demand
Rare Earths Demand Geopolitical Context ▶ Global demand for magnet rare earth elements (Nd, Pr, Dy, Tb) projected to more than double from 2023 to 2050, with EVs accounting for ~40% of demand by 2050 ▶ Rare earth elements provide unique magnetic and heat-resistant properties essential for advanced m
Slide 9: Rare Earths Diversified Portfolio
Rare Earths REE Diversified Portfolio RARE EARTHS ▶ 53,939 hectares across 33 mineral rights in Minas Gerais and Goiás Minas Gerais Goiás ▶ Two primary project areas: Alto Paranaíba Project (Minas Gerais) and Iporá Project (Goiás) ▶ Diversified rare earths portfolio strategy: two distinct rare earth
Slide 10: Alto Paranaíba Project: Proven Region For Rare Earths
Alto Paranaíba Project Proven Region For Rare Earths Atlas Critical Minerals, with its Alto Paranaiba project, has the potential to become an important global player in supply chain of rare earth elements. Atlas Critical Brazilian Rare Meteoric Viridis Aclara Resources Minerals Earths (Caldeira) (Co
Slide 11: Alto Paranaíba Project
Alto Paranaíba Project Rare Earths & Titanium 11
Slide 12: Alto Paranaíba Project Initial Drilling
Alto Paranaíba Project Initial Drilling 11 Auger Drillholes Produced Material for Mineralogical Tests ATLAS CRITICAL MINERALS
Slide 13: Alto Paranaíba Project (APP) Highlights
Alto Paranaíba Project (APP) Highlights Goiás Minas ▶ 21 mineral rights located ~350km from Belo Gerais Horizonte, capital of Minas Gerais ▶ Favorable geology: Capacete Formation hosting rare earths alongside titanium ▶ Three distinct exploration blocks being systematically evaluated: ▶ Block 1 (Car
Slide 14: APP Block 1 Surface Sampling Campaign Results
Alto Paranaíba Project (APP) Block 1 - Surface Sampling Campaign Results 22 REE Ti RARE EARTHS TITANIUM ATLAS CRITICAL MINERALS
Slide 15: Block 1 – High MREO Averages
Block 1 – High MREO Averages MREO Average: 23% Sample ID MREO (ppm) TREO (ppm) % M/TREO APPPA00152 1700 5984 28 SCAG-000011 1247 4291 29 APPPA00111 1246 4648 27 APPPA00150 999 3931 25 PCP00003 993 3859 26 SCP00024 949 3729 25 APPPA00014 938 4592 20 SCP00040 927 3895 24 SCP00039 920 3789 24 APPPA0013
Slide 16: APP Block 1 North Surface Sampling Results
Alto Paranaíba Project (APP) Block 2 North - Surface Sampling Campaign Results 22 REE Ti RARE EARTHS TITANIUM ATLAS CRITICAL MINERALS
Slide 17: APP Block 1 South Surface Sampling Results
Alto Paranaíba Project (APP) Block 2 South - Surface Sampling Campaign Results 22 REE Ti RARE EARTHS TITANIUM ATLAS CRITICAL MINERALS
Slide 18: Block 2 – High MREO Averages
Block 2 – High MREO Averages MREO Average: 22% Sample ID MREO (ppm) TREO (ppm) % M/TREO SPJ-000069 2192 6759 32 SPJ-000008 1643 6405 26 SPJ-000057 1451 4538 32 SPJ-000068 1421 4786 30 SPJ-000064 1248 4742 26 SPJ-000066 1236 4376 28 SPJ-000059 1226 4717 26 APPPA00267 1198 4766 25 SPJ-000052 1191 4587
Slide 19: APP Block 2 North Surface Sampling Results
Alto Paranaíba Project (APP) Block 3 North - Surface Sampling Campaign Results 22 REE Ti RARE EARTHS TITANIUM ATLAS CRITICAL MINERALS
Slide 20: APP Block 2 South Surface Sampling Results
Alto Paranaíba Project (APP) Block 3 South - Surface Sampling Campaign Results 22 REE Ti RARE EARTHS TITANIUM ATLAS CRITICAL MINERALS
Slide 21: Outstanding Metallurgical Recovery Results
Alto Paranaíba Project (APP) Outstanding Metallurgical Recovery Results ▶ Initial testwork achieves up to 97% extraction for Magnetic Rare 97% Earths Elements (MREE) using the Altilium Ti/REE Process ▶ Light Rare Earth Elements (LREE): 95.2% extraction ▶ Total Rare Earths plus Yttrium (TREY): 93.8%
Slide 22: Iporá Project: Rare Earths
AA aTLAS lpora Project Rare Earths
Slide 23: Iporá Project: Proven Region For Rare Earths
Iporá Project Proven Region For Rare Earths ▶ 18,615 hectares (46,000 acres) across 12 mineral rights in Western Goiás State ▶ High-grade drilling intercepts including 8m at 2,071 ppm TREO and 774 ppm MREO in DHIP-0006 ▶ Extensive mineralized zones with multiple drillholes exceeding 1,000 ppm TREO a
Slide 24: Iporá Project: Outstanding Initial Processing Results
Iporá Project Outstanding Initial Processing Results ▶ MREO recovery rates exceeding 60% for critical permanent magnet elements ▶ Heavy Rare Earth Oxides (HREO): 55% recovery ▶ Yttrium: 63% recovery ▶ TREO: 36% recovery under standard conditions * Recoveries based on samples with 25% total TREO reco
Slide 25: Malacacheta Project: Graphite
Malacacheta Project Graphite 25
Slide 26: Graphite
Graphite ▶ Strategic portfolio of mineral rights in Minas Minas Gerais Gerais and Bahia, Brazil ▶ Maiden MRE (Sept. 2026): 24.2 Mt, including 17.2 Mt Indicated at 5.73% Cg Malacacheta Project ▶ Qualified by a U.S. laboratory for EV batteries and nuclear reactors 2,822 hectares across three contiguou
Slide 27: Maiden Mineral Resource Estimate
Maiden Mineral Resource Estimate 24.2 Mt Total resource, Indicated + Inferred 5.73% Cg Indicated grade, ~25% above the largest known U.S. deposit ~1.36 Mt Contained in-situ graphite Category Tonnage Grade (% Cg) Contained Cg (t) (Mt) Indicated 17.2 5.73 ~986,000 SGS constrained open-pit block model
Slide 28: South America's Largest Graphite Resource
South America's Largest Graphite Resource Higher grade than the largest known U.S. deposits 100% drill success: all 21 diamond core holes Malacacheta's Indicated grade is ~25% above Graphite returned significant graphite intercepts Creek and nearly double Kilbourne Near-surface mineralization amenab
Slide 29: 11-Kilometer Graphite Corridor
11-Kilometer Graphite Corridor ~11 km graphite corridor across three contiguous tenements ~2.5 km drilled to define the maiden MRE ~8.5 km untested along the same trend ATLAS CRITICAL MINERALS
Slide 30: High-Quality Large-Flake Graphite Deposit
High-Quality Large-Flake Graphite Deposit Graphite at surface Large-flake graphite ATLAS CRITICAL MINERALS
Slide 31: Graphite Concentrate
Graphite Concentrate Qualified by a U.S. graphite laboratory for 6 use in EV batteries and nuclear reactors C CARBON ATLAS CRITICAL MINERALS
Slide 32: Nuclear-Grade Graphite Confirmed
Nuclear-Grade Graphite Confirmed ▶ Independent U.S. laboratory testing 100x achieved exceptional 99.9995% carbon purity – meeting stringent nuclear-grade specifications and positioning Malacacheta graphite for ultra-premium market applications ▶ Robust crystalline flake structure confirmed – SEM ana
Slide 33: Uranium
AA aTLAS Uranium
Slide 34: Uranium
Uranium 92 U URANIUM ▶ Portfolio: 143,725 hectares across 39 mineral rights in Bahia, Ceará, Goiás, Piaui, Pará, and Tocantins states in Brazil ▶ Highly strategic areas secured next/close to areas delineated by INB as restricted due to uranium deposits ▶ Operational Approach: Applications list coppe
Slide 35: Uranium: Atlas Areas and INB-Protected Areas
Uranium Atlas Critical Minerals Areas INB-Protected Areas 92 U URANIUM ATLAS CRITICAL MINERALS
Slide 36: Corporate Upside
AA aTLAS Corporate Upside
Slide 37: Corporate Upside
Corporate Upside ▶ Multiple near-term value catalysts across diversified project portfolio with staggered development timelines ▶ Rare Earths market transformation underway: Pentagon's historic $400M investment in MP Materials. Atlas Critical Minerals controls Brazil's largest Rare Earths portfolio
Slide 38: Investor Relations
Investor Relations Brian W. Bernier Vice President, Investor Relations brian.bernier@atlas-cm.com brian.bernier@atlas-cm.com +1-833-661-7900 www.atlascriticalminerals.com @Atlas_Crit_Min @Atlas_Crit_Min LinkedIn LinkedIn 38
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