Focus Graphite Inc. · TSXV:FMS

Focus Graphite — Investor Presentation (August 2026)

34 slides from Focus Graphite's investor presentation, August 2026

  1. Slide 1: Sovereignty Starts with Supply

    Sovereignty Starts with Supply. Securing the critical materials that power defence, energy security, and advanced manufacturing. Aug 2026 - Corporate Presentation 🇨🇦 TSX.V: FMS | 🇺🇸 OTCQB: FCSMF | 🇩🇪 FSE: FKC0 1

  2. Slide 2: Legal Disclaimer

    Legal Disclaimer This presentation contains “forward-looking information” within the meaning of Canadian securities legislation. All information contained herein that is not clearly historical in nature may constitute forward-looking information. Generally, such forward-looking information can be id

  3. Slide 3: Advanced Materials

    Advanced Materials We develop advanced materials to secure supply chains, cut foreign reliance, and fuel clean energy growth. 3

  4. Slide 4: Why Invest?

    Why Invest? Strategic Assets Technology Advantage Critical Timing • Lac Knife is North America’s highest-grade • Patent-pending silicon-enhanced battery • Congress is actively moving to reduce U.S. natural flake graphite deposit (~15% Cg), material for next-gen lithium-ion reliance on Chinese-made b

  5. Slide 5: Global Graphite Benchmark

    Global Graphite Benchmark Economic Success Driven by Grade, Strip Ratio & CAPEX Jurisdiction Average Deposit Strip Ratio Company Project CAPEX Market Cap Grade (% Cg) (Feasibility) (CAD$) (CAD$) China 5% 4.0 North America 6.5% 4.5 Lac Knife $236M $38M Africa 7% 1.0 Lac Knife 14.97% 2.6 Matawinie $58

  6. Slide 6: Graphite

    Graphite Powering a Secure and Sustainable North American Supply Chain Graphite is a critical material for green technology, serving as a key component in lithium-ion batteries for electric vehicles, renewable energy storage, and fuel cells. Its high conductivity, thermal stability, and lightweight

  7. Slide 7: The Critical Importance of Graphite

    The Critical Importance of Graphite The importance of graphite in today's world cannot be overstated. It is classified as a critical mineral due to its essential role in industrial and defence applications, as well as concerns over supply chain security. Industrial Use: Graphite is a key material in

  8. Slide 8: Why is Graphite Critical?

    Why is Graphite Critical? Essential for Energy Critical for Industrial National Security & Demand is Surging Transition Applications Defence Graphite is a key component in Used in steel production, Vital for military energy storage, Benchmark Minerals estimates lithium-ion batteries, powering lubric

  9. Slide 9: A Military Defence Solution

    A Military Defence Solution NATO identified 12 defence-critical raw materials essential for Allied defence. The materials are integral to the manufacture of advanced defence systems and equipment. Graphite is listed as VERY HIGH RISK. China is by far the largest producer of natural graphite, account

  10. Slide 10: Company Focus

    Company Focus Focus Graphite delivers high-purity graphite through sustainable processing - powering the energy transition and next-gen defence, aerospace, and advance material technologies. Graphite Mining Technology Development Sustainable Graphite Processing • Two 100% owned projects located in •

  11. Slide 11: America's Import Reliance of Graphite

    America's Import Reliance of Graphite China accounts for 77% of natural graphite production, over 95% of synthetic graphite production, and nearly 100% of graphite refining. The United States contains less than 1% of the world's graphite reservces and is 100% import reliant. Source: CSIS 11

  12. Slide 12: Focus Graphite Projects

    Focus Graphite Projects Two High Purity Flake Graphite Deposits Québec, Canada 12

  13. Slide 13: Lac Knife Graphite Project (Flagship)

    Lac Knife Graphite Project (Flagship) High-Grade and Low-Strip Ratio • Located in a Top-Rated and Friendly Mining Jurisdiction • Large established multi billion-dollar iron-ore region: Arcelor Mittal Mont Wright-Fire Lake mine, Rio Tinto's IOC's Carol Lake mine, Champion Iron's Bloom Lake mine and T

  14. Slide 14: Lac Knife Feasibility Study (2023)

    Lac Knife Feasibility Study (2023) 14

  15. Slide 15: Lac Knife Graphite Project

    Lac Knife Graphite Project Exceptional Graphite Concentrate Quality High Grade Graphite • The Lac Knife deposit boasts an average grade of approximately 15% Cg (graphitic carbon), with some zones reaching over 20% Cg - significantly higher than the global average. Superior Purity & Flake Size Distri

  16. Slide 16: A Finish Line In Sight

    A Finish Line In Sight Mineral Project Development Phases Stages Completed Stage 1 Stage 2 Stage 3 Stage 4 Stage 5 Regional Study Ground Prospecting Target Evaluation Discovery Orebody Delineation Stage 6 Stage 7 Stage 8 Stage 9 Final Evaluation of Preliminary Economic Pre-Feasibility Study Feasibil

  17. Slide 17: Next Steps: Advancing the Lac Knife Project

    Next Steps: Advancing the Lac Knife Project Target: Complete and Submit the Updated ESIA report with appendices to the Québec Ministry (MELCCFP) by Q2-2026 • New air quality model and dust management plan • New hydrogeochemical model • Design of wastewater filtration, treatment, & runoff systems • N

  18. Slide 18: Tétépisca Graphite Project

    Tétépisca Graphite Project One of the Largest Graphite Deposits Globally MRE Upgrade Announced May 2026 • Located in a Top-Rated and Friendly Mining Jurisdiction • Located in the Côte-Nord administrative region of Québec. • 234 km north-northwest of Baie-Comeau, an industrial city. • 125 claims with

  19. Slide 19: Next Steps: Advancing the Tétépisca Project

    Next Steps: Advancing the Tétépisca Project Pilot Plant Metallurgical Testing • Processing mini bulk drill core composite samples • Validating flow sheet for the Tétépisca concentrator • Producing flake graphite concentrate for: • Purification trials • Independent testing by potential customers • Ma

  20. Slide 20: Focus Graphite Advanced Materials

    Focus Graphite Advanced Materials Applications, Technology & Innovation 20

  21. Slide 21: Advanced Carbon Materials

    Advanced Carbon Materials +50 Mesh (Coarse Flake) - Expanded Size: Larger than 300 microns Purity: Up to 99.7% Cg Applications: Expandable Graphite: High conductivity of electricity (battery), lubricants, fire suppressants, retardants, and foils used in heat management • Ductile Iron Components: Gas

  22. Slide 22: Advanced Carbon Materials

    Advanced Carbon Materials -100 to -400 Mesh (Fine and Superfine Flake) Size: 38 - 150 microns Applications: • Battery Materials: Anode material for lithium ion, lead-acid, and metal-air batteries, as well as supercapacitators. • Stealth & Conductive Coatings: Graphite-based coatings for radar signat

  23. Slide 23: Carbon Stewards Through Advanced Green Technology

    Carbon Stewards Through Advanced Green Technology Focus Graphite is a leader in advanced green technologies, pioneering sustainable solutions from mine to market. Our proprietary technologies minimize environmental impact while enhancing efficiency, positioning us at the forefront of the graphite su

  24. Slide 24: Processing Technology: Green Processing

    Processing Technology: Green Processing Lac Knife Graphite Awarded $14.1m in funding from Natural Resources Canada (NRCan) to Advance Canada's First Electro-thermal Fluidized Purification Demonstration Plant (December 2025) • Environmentally Friendly Technology: This continuous process produces ultr

  25. Slide 25: Next-Generation Silicon-Graphite Battery Technology

    Next-Generation Silicon-Graphite Battery Technology Silicon Enhanced Spheroidization of Graphite Particles • Silicon offers 7-8x higher energy storage capacity than graphite in lithium batteries. • Our proprietary technology integrates silicon during spheroidization, enabling multiple silicon layers

  26. Slide 26: Comparison of Performance

    Comparison of Performance Lac Knife Flake Graphite vs Synthetic Graphite in Lithium Ion Coin Cells Batteries using Lac Knife material showed minimal first-cycle capacity loss compared to 3.5% and 6.5% losses with synthetic graphite. 26

  27. Slide 27: Partnered with C4V for validation testing of Lac Knife materials

    Focus Graphite is partnered with C4V for validation testing of Lac Knife Anode & Cathode Materials. Performance data obtained during the program will contribute to Focus Graphite's global ranking within C4V's Digital DNATM platform, utilized by Gigafactories and OEM's worldwide. September 15, 2025:

  28. Slide 28: Industry Market Capitalization & Average Grade Comparison

    N ou ve au M on de G ra Ti ph 0 200 400 600 800 1000 ta ite n M (N G ini O r n U Fa ap g ) lc hi C on te or O p En n e (T er In I) gy c. N M (G EO at e PH Ba ria ) tt ls er (F Fo y LC cu M N s et ) G al s ra (N N ph or ite BM So th In ) ut h er n c .( St G FM ar r ap S) Ba hi tt te er (N y G M C et

  29. Slide 29: Summary of Next Steps

    Summary of Next Steps Lac Knife Project Tétépisca Project Mining & Battery Advanced Materials Technology ☐ Complete ESIA ☐ Process ore through third- ☐ Continue with flake ☐ Process ore from Lac ☐ Off-take agreements and party pilot plant to characterization Knife and create a variety partnerships d

  30. Slide 30: Board of Directors

    Board of Directors Jeff York Lindsay Weatherdon Dean Hanisch Susan Rohac Chairman Director Director Director • CEO of Altea since 2024. • CEO of Braille Energy Systems since 2018. • Dean Hanisch is an entrepreneur with a • 34+ years with the Business Development • Previous CEO of Farm Boy Inc., • Pr

  31. Slide 31: Management

    Management Dean Hanisch Judith Mazihwa-Maclean Jason Latkowcer CEO CFO VP Corporate Development • Dean Hanisch is an entrepreneur • Geologist and accountant • Accomplished executive with over with a successful 30-year record with more than 16 years of 15+ years of experience in corporate of assistin

  32. Slide 32: Advisors

    Advisors Richard Pearce, P.Eng Sunho Kang, Ph.D Marc-André Bernier, P.Geo General (Ret’d) Wayne Eyre Graphite Specialist Battery Specialist Sr. Technical Consultant Defence & Security Expert • Licensed professional engineer, • 26-year lithium-ion battery expert with deep • Mr. Bernier is the Senior

  33. Slide 33: Capital Structure and Financial Information

    Capital Structure and Financial Information Listed Exchange TSX.V | OTCQB | FSE Symbol 🇨🇦 FMS | 🇺🇸 FCSMF | 🇩🇪 FKC0 Market Capilization $38 M Common Shares Outstanding 110,771,729 Warrants 29,387,021 Options 20,743,322 Restricted Share Units 1,999,444 Fully Diluted 162,901,516 Cash**…

  34. Slide 34: Contact us for partnerships, offtake agreements, or project collaboration

    Contact us for partnerships, offtake agreements, or project collaboration 🇨🇦 TSX.V: FMS 🇺🇸 OTCQB: FCSMF 🇩🇪 FSE: FKC0 Phone (613) 612-6060 Email info@focusgraphite.com 34

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