Atlas Energy Corp. · TSXV:ATLE
Atlas Energy — Investor Presentation (September 2026)
19 slides from Atlas Energy's investor presentation, September 2026
Slide 1: Atlas Energy Corporate Presentation
ATLAS ENERGY An International Upstream Royalty and Streaming Company Corporate Presentation September 2026 TSXV: ATLE *Atlas Energy Corp. is currently listed on the TSX Venture Exchange (the "TSXV") as a TSXV Sandbox listing, as the Company did not meet all of the TSXV's listing requirements at the
Slide 2: A New International Upstream Royalty Corp.
A NEW INTERNATIONAL UPSTREAM ROYALTY CORP. Fully Funded First Acquisition with Identified Future Growth Opportunities ▪ Atlas is addressing a gap in the international upstream E&P financing model ▪ Royalty/streaming prolific in North American E&P and global mining, but limited in international E&P D
Slide 3: Caledonian Royalty Investment
CALEDONIAN ROYALTY INVESTMENT Established Production, Attractive PDP/PDNP Entry Price and Development Upside C$15MM C$6MM 2.5x ~3 years Cash investment Forecast first 12 month Multiple of forecast Base-case investment before-tax royalty first 12 month before-tax payout¹ cash flow¹ royalty cash flow¹
Slide 4: Southwest Alberta Royalty Assets
SOUTHWEST ALBERTA ROYALTY ASSETS Moose Mountain and Quirk Creek, including McLean Creek and Whisky Creek ~2,900 boe/d of underlying hydrocarbon production¹ ~135 tonnes/day of sulphur¹ Experienced operator Caledonian is in a net cash position and brings eight years of operating history on the assets.
Slide 5: Performance-Aligned Royalty
PERFORMANCE-ALIGNED ROYALTY Atlas Retains a Long-Term Interest While Rewarding Accelerated Development 9% When cumulative receipts reach C$30MM Residual royalty INITIAL ROYALTY After five years from closing 4% On the realized value of Caledonian’s working-interest Within five years from closing 2% p
Slide 6: Contracted Sulphur Exposure
CONTRACTED SULPHUR EXPOSURE An Important Contributor to Near-Term Royalty Cash Flow Visibility 2027–2029 Creditworthy buyer Long-term offtake with a major investment-grade international Contracted offtake pricing for substantially energy company. all expected sulphur production Volume exposure Contr
Slide 7: Atlas Investment Case
ATLAS INVESTMENT CASE Atlas Energy: Building a Scalable, Public International Upstream Royalty/Streaming Platform Structural Opportunity Experienced Leadership & Alignment • Capital has structurally retreated from international • Management team with decades of international upstream despite the pre
Slide 8: Strong Pipeline of Follow-On Opportunities
STRONG PIPELINE OF FOLLOW-ON OPPORTUNITIES Over US$500MM of Active Opportunities Across Counterparties, Geographies, and Deal Sizes Opportunity Categories Atlas intends to execute on Small Cap International Producers multiple opportunities to ▪ Target deal size: US$25-75 million expand and diversify
Slide 9: Portfolio Construction & Capital Deployment Strategy
PORTFOLIO CONSTRUCTION & CAPITAL DEPLOYMENT STRATEGY Deliberately Sequencing Growth, Stability, and Duration to Maximise Long-term Per-share Value High-Growth Producing Assets (Primary Focus) ~60% of Deployed Capital ▪ Producing assets typically below ~50,000 bbl/d ▪ Clear line of sight to 2-3x prod
Slide 10: Atlas Energy 24-Month Plan
ATLAS ENERGY 24-MONTH PLAN Executing the Atlas Platform with Discipline and Optionality Platform Establishment Portfolio Build-Out Value Realisation & Positioning Phase 1 Phase 2 Phase 3 (0-2 Months) (2-12 Months) (12-24 Months) ▪ Execute a second ▪ Continue portfolio ▪ First royalty transaction roy
Slide 11: Atlas Energy Management Team
ATLAS ENERGY MANAGEMENT TEAM Decades of Experience Building and Funding Upstream Companies Across the Globe MANAGEMENT TEAM Atlas Energy Corp. Management Team Mark Hodgson, President, CEO and Director ▪ 25+ years of experience – Former VP and co-founder of Spartan Delta Corp.; VP Operations Obsidian
Slide 12: Atlas Energy Board of Directors
ATLAS ENERGY BOARD OF DIRECTORS Decades of Experience Building and Funding Upstream Companies Across the Globe BOARD OF DIRECTORS Atlas Energy Corp. Board Members Richard McHardy, Non-Executive Chairman ▪ 30+ years of experience – Co-founder, CEO and Director of Logan Energy; Co-founder and Chairman
Slide 13: Capitalization and Ownership
CAPITALIZATION AND OWNERSHIP Caledonian Funded Entirely From Existing Cash, With No Shares Issued Capitalization¹ September 2026 C$9MM Share price $0.105/sh Post-closing cash Common shares outstanding² 629.4MM Basic market capitalization C$66MM Nil Debt Equity value incl. ITM warrants³ C$98MM Enterp
Slide 14: Appendix
, Appendix ATLAS September 2026 ENERGY 14
Slide 15: Global Experience of the Atlas Team
GLOBAL EXPERIENCE OF THE ATLAS TEAM Collective Experience Covering More Than 70 Countries Operating and in-depth asset experience Assets evaluated Team experience, not current Atlas asset ownership 15 September 2026
Slide 16: Caledonian Forecast Assumptions
CALEDONIAN FORECAST ASSUMPTIONS Basis of the Financial Outlook Presented in this Deck Commodity / assumption 2027 2028 2029 Long term Edmonton Light (US$/bbl) 75.71 66.09 62.42 60.69 AECO (C$/GJ) 2.11 2.61 2.64 2.50 Sulphur (US$/tonne) Contracted Contracted Contracted 150 / 75¹ US$ per C$ 0.72 0.72
Slide 17: Advisories
ADVISORIES Forward-looking information, financial outlook and oil and gas information Forward-looking information This presentation contains forward-looking statements and forward-looking information within the meaning of applicable Canadian securities laws, including statements regarding forecast r
Slide 18: Advisories (Continued)
ADVISORIES (CONTINUED) TSXV Sandbox listing, third-party information and other matters TSXV Sandbox listing Investors are advised that the Company is currently listed on the TSXV as a TSXV Sandbox Listing as the Company did not meet all of the TSXV's listing requirements at the time of listing. Inve
Slide 19: Mark Hodgson Travis Doupe
Mark Hodgson Travis Doupe President & Chief Executive Officer Chief Financial Officer info@atlas-corp.ca www.atlas-corp.ca +1 (403) 680-9626 TSXV: ATLE
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