Alphamin Resources Corp. · TSXV:AFM
Alphamin Resources — Investor Presentation (July 2026)
27 slides from Alphamin Resources's investor presentation, July 2026
Slide 1: Corporate Presentation Q2 2026
TSXV：AFM JSE Altx：APH CORPORATE PRESENTATION Q2 2026
Slide 2: Disclaimer
DISCLAIMER This Investor Presentation (the “Presentation") was prepared as a summary overview only of the current affairs of Alphamin Resources Corp. (”Alphamin" or the “Company") and was not prepared for the purpose of assisting prospective investors in making a decision to invest in Alphamin. Alph
Slide 3: Disclaimer
DISCLAIMER Forward-looking statements are necessarily based on estimates and assumptions that are inherently subject to known and unknown risks, uncertainties and other factors that may cause actual results, level of activity, performance or achievements to be materially different from those express
Slide 4: Disclaimer
DISCLAIMER Mr. Jeremy Witley, Pr. Sci. Nat., BSc. (Hons) Mining Geology, MSc (Eng), is a qualified person (QP) as defined in National Instrument 43-101 and has reviewed and approved the scientific and technical information contained in the Exploration section of this Presentation. He is Head of Mine
Slide 5: 7% of the world's tin is produced by Alphamin
7% of the world’s tin is produced by Alphamin (1) (1) Calculated on the basis of global mined tin production according to the International Tin Association estimate of 280kt in 2025 ©Alphamin 2026 5
Slide 6: Corporate Overview
CORPORATE OVERVIEW Company overview Market statistics at 30 June 2026 Bisie tin mine located in the resource rich Democratic Republic of Congo (DRC) Share price C$1.49 Low-cost tin producer with a track record of resource and production growth Market capitalization C$1.9bn (US$1.4bn) 2025 prod
Slide 7: Track Record of Success
TRACK RECORD OF SUCCESS Exploration to initial production in less than 6 years; ~2 years from discovering the second tin deposit to completion; Initial risk capital returned to shareholders; Expansion funded organically; Ongoing exploration key IRH acquire 56% Key investors secured: Mpama South of A
Slide 8: Value Proposition
VALUE PROPOSITION VALUE ADDED GROWTH RESULTING IN INCREASED CASH FLOW GENERATION – CAPITAL RETURNS TO SHAREHOLDERS ▪ The mineral most impacted by new technology1 ▪ The forgotten critical metal for AI and robotics infrastructure, solar roll-outs and billions of tin contained Pure Tin Play connection
Slide 9: Established Tin Operation
ESTABLISHED TIN OPERATION With proven routes to market ©Alphamin 2026 9
Slide 10: Financial and Operating Performance – H1 2026
FINANCIAL AND OPERATING PERFORMANCE – H1 2026¹ RECORD SEMI ANNUAL DIVIDEND PAID Q2 2026 — CA$0.13 / share FINANCIAL HIGHLIGHTS — H1 2026* EBITDA NET CASH AVG TIN PRICE AISC $325.0M* $90.7M* $50,618/t* $18,506/t* +137% +80% +56% +13% vs $136.9M in H1'25 vs $50.3M in H1'25 vs $32,510/t in H1'25 vs $16
Slide 11: Financial and Operating Performance – 2021-2026
FINANCIAL AND OPERATING PERFORMANCE – 2021 - 2026¹ Tin produced AISC vs tin price (US$/t) 20,000 20,000 17,324 18,576 60,000 50,618 16,000 50,000 12,493 12,569 34,373 10,969 40,000 US$/tonne 12,000 30,629 30,636 30,345 Tonnes 26,009 30,000 8,000 16,360 18,506 20,000 14,173 14,276 14,205 15,304 4,000
Slide 12: Management team experience
100 years 100 years of combined management team experience ©Alphamin 2026 12
Slide 13: Bisie Tin Complex — Exploration Potential
BISIE TIN COMPLEX — EXPLORATION POTENTIAL The Bisie alteration system wraps around the granite massif — only the eastern limb has been tested System scale Sn-in-soil anomaly and chlorite alteration halo confirmed for >14 km along the Bisie shear zone — far larger than the current mine footprint The
Slide 14: Near-Mine Drilling — Results to Date
NEAR-MINE DRILLING — RESULTS TO DATE Extension drilling has proved challenging; programme is evolving based on structural learnings from each hole 5,547m 8 3 5 drilled Q2 2026 holes since completed in Q2, 2026 Drillholes at MN Drillholes at MS 3,654m MS · 1,893m MN 4 intercepted visible cassiterite
Slide 15: Corridor and Regional Targets — Next Phase
CORRIDOR AND REGIONAL TARGETS — NEXT PHASE VTEM results (expected Q3 2026) will define next drill targets; geochemical surveys underway across the corridor EASTERN LIMB UNTESTED STRATEGIC Marouge Western Source G4 Corridor Granite Margin Granite Why Why Why The radiometric anomaly overlying Mpama No
Slide 16: Wider Regional Potential — The Kibaran Tin Belt
WIDER REGIONAL POTENTIAL — THE KIBARAN TIN BELT One of the world's great underexplored minerals provinces — Alphamin holds a commanding first-mover position THE PROVINCE Scale: The Kibaran Belt extends >700 km through eastern DRC, Rwanda, Burundi and Uganda — a Mesoproterozoic minerals province comp
Slide 17: 20,000t 2026 production guidance
20,000t 2026 production guidance
Slide 18: Tin Market – The Forgotten Critical Technology Metal
TIN MARKET – THE FORGOTTEN CRITICAL TECHNOLOGY METAL Price context • Tin price has doubled since Jan 2024 — top performing base metal • 66.5% annualised volatility — highest among LME metals • Current $49-55k includes a speculative premium — SHFE open interest tripled to 140k contracts • LME bullish
Slide 19: Tin Market – The Forgotten Critical Technology Metal
TIN MARKET – THE FORGOTTEN CRITICAL TECHNOLOGY METAL Demand • Solder CAGR 5.5-6.5% through 2030 — above tin supply growth of 2-3% • Semi sales hit $116B/month in March 2026 — all-time record, +88% YoY • $710B hyperscaler capex in 2026 on AI servers, GPUs, data centres. $2.3T in new chip fabs committ
Slide 20: Tin Market – The Forgotten Critical Technology Metal
TIN MARKET – THE FORGOTTEN CRITICAL TECHNOLOGY METAL Supply • 2025 deficit >10kt — largest in years, fundamentally drove the price surge • Supply now recovering but swing producers still far below previous highs: mine supply +9.3% YoY in 2026, largely Indonesia’s return • 27% of mine output from dis
Slide 21: Tin Market – The Forgotten Critical Technology Metal
TIN MARKET – THE FORGOTTEN CRITICAL TECHNOLOGY METAL Long-term outlook • Existing mines are depleting • New projects are insufficient, and meaningful additions to the market are years away • ITA projects demand to outstrip supply by 2033 • $6.2bn investment required by 2035 — $2.5bn sustaining + $3.
Slide 22: Tailor-made logistics at the heart of Africa
Tailor-made logistics at the heart of Africa Ebola outbreak DRC import/export road route: Kampala logistics hub • 1,100 km throughout DRC • 450 km in Uganda from DRC border to Kampala • 1,200km from Kampala to Mombasa • Around 30 days one way from Logu to Kampala Pax and urgent cargo are air freight
Slide 23: Eastern DRC – Operating Environment & Risk
EASTERN DRC – OPERATING ENVIRONMENT & RISK Stress-tested in 2025 and back to record output – risks acknowledged and actively managed M23 movement April 2025 to June 2026 • Proven resilience: the 2025 mine evacuation lasted only ~6 weeks; the operation has since returned to record production, profit
Slide 24: Our Social License to Operate
OUR SOCIAL LICENSE TO OPERATE Investing in our communities Reach Area of influence – Social Commitment Register in terms of the Mining Code • Social Commitment Register - 29 villages - ~9,500 households (average size ~6 people) - ~60,000 people • Schools, farming, clean water, health, renewable powe
Slide 25: Our Social License to Operate
OUR SOCIAL LICENSE TO OPERATE Community – the key to our social license to operate • Management recognises that a social license to operate depends on the community in its area of influence sharing in the benefit of Bisie and feeling like Bisie improves their lives Strategy • Bisie has established t
Slide 26: Our Social License to Operate
OUR SOCIAL LICENSE TO OPERATE Community projects Education Health Alphamin has built 9 schools in the local area 2021 - 2025 – 900 pupil capacity each 2 clinics with 20 bed capacity each. 57 fully equipped boreholes.s ABM built several schools in Walikale with solar power Students studying at the AB
Slide 27: Thank You
TSXV：AFM JSE Altx：APH THANK YOU Questions?
Alphamin Resources — Investor Presentation (July 2026) on 6ix