Lomiko Metals — Investor Presentation (October 2025)
44 slides from Lomiko Metals's investor presentation, October 2025
Slide 1: A responsible critical minerals developer of choice in Quebec & Newfoundland
A responsible critical minerals developer of choice in Quebec & Newfoundland October 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: Land Acknowledgement
Land Acknowledgement The land/projects where we operate are located within the traditional land of the Algonquin Anishnaabeg. Our vision is to embrace Indigenous people and Indigenous values within our projects to develop a sustainable approach on our path to critical minerals development while hono
Slide 4: 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 5: Graphite Market
FO METALS. Graphite Market
Slide 6: 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 7: 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, fueled mainly by the battery sector (Benchmark Intelligence)
Slide 8: 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 9: Grants and Awards – Non-dilutive capital
Grants and Awards – Non-dilutive capital 9
Slide 10: 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 11: Summary of the CMRDD program administered by Natural Resources Canada
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 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. 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 13: La Loutre Graphite
La Loutre Graphite 13
Slide 14: Lomiko advantage: Ranked as the seventh biggest deposit worldwide
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 15: 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 16: 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 17: 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 18: 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 19: Graphite Portfolio
FO METALS. Graphite Portfolio
Slide 20: www.lomiko.com
www.lomiko.com TSXV: LMR OTC: LMRMF FRANKFURT: DH8C 20
Slide 21: 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 22: 2024 field program discovers zones spanning over 3.0 kilometer 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: 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 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
Antimony Exploration 25
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 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 29: 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 30: 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 30
Slide 31: 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 & 2 - A total of 815 (Phase 1@551 and Phase 2 @264) soil samples. The field team experienced difficulty collecting soil where rock outcroppings were present. • Phase
Slide 32: Share structure
Share structure 32
Slide 33: Share structure
Share structure Lomiko has a tight capital structure with 48.7m shares outstanding • September 11th, 2025 Issued & Outstanding shares 55,014,043 Outstanding Options 2,033,333 Outstanding Warrants 19,200,558 RSU 1,041,482 DSU 503,842 Total Fully Diluted 77,793,258 33
Slide 34: Lomiko collaborations
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Slide 35: For more information
For more information info@lomiko.com Follow us @lomikometals on socials l l l f l
Slide 36: Yellow Fox antimony, silver and gold potential in Newfoundland
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 37: Graphite Portfolio 2024 Results
Graphite Portfolio 2024 Results 37
Slide 38: Ruisseau 2024 Results
Ruisseau 2024 Results Figure 1a: Ruisseau West Results Figure 1b: Ruisseau East Results 38
Slide 39: Meloche 2024 Results
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Slide 40: Tremblant 2024 Results
Tremblant 2024 Results 514000 512000 513900 SO METALS. C-Graphite % © 0-10 ‘5105000 5181000 5180000
Slide 41: Dieppe 2024 Results
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Slide 42: 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 43: 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
Slide 44: Traditional Graphite Markets Opportunities in addition to EV- ICE and Energy Storage
Traditional Graphite Markets Opportunities in addition to EV- ICE and Energy Storage • Engineered Products include electronics, agriculture, automotive, ceramics, government defence, carbon brushes, and fire retardants that use natural flake graphite. Graphite foils in sheets and rolls are used in e