Sunrise Energy Metals Limited · ASX:SRL
Sunrise Energy Metals — Shareholder Meeting (November 2026)
17 slides from Sunrise Energy Metals's shareholder meeting presentation, Nov 12, 2026
Slide 1: CEO Presentation - Annual General Meeting
rsonal use only CEO Presentation Annual General Meeting Sam Riggall November 2026
Slide 2: Disclaimer
Disclaimer Forward looking statements and forecasts parties. Although Sunrise believes that its expectations reflected in these forward- announcement. All material assumptions and technical parameters underpinning This Presentation contains certain “forward-looking statements” and comments looking s
Slide 3: Scandium - the technology enabler
Scandium - the technology enabler Scandium has emerged over the past decade rsonal use only as an enabler of key technologies: - Solid Oxide Fuel cells are emerging as an efficient, scalable and rapidly deployable solution to AI power generation - High frequency wireless networks are increasingly bu
Slide 4: Sunrise Energy Metals — at a glance
Sunrise Energy Metals — at a glance Syerston Scandium Project Project Status Corporate Finance and Strategic Investment rsonal use only The Syerston Scandium Project Final Investment US$1.5bn U.S. Department of War’s hosts one of the world’s largest Decision approved in Nov 2026 market cap (at 9 Nov
Slide 5: Syerston — the world's first primary mine supply
Syerston — the world’s first primary mine supply Safe Jurisdiction Status rsonal use only Located in Australia Final Investment Decision with key permits in place made November 2026 Flow Sheet High Grade Reserves1 Extensive metallurgical 644ppm scandium grade in testing and piloting ore reserves, >2
Slide 6: Syerston — early works activities and construction commenced
Syerston — early works activities and construction commenced rsonal use only Land, key approvals and FID Mineral Resources Updated feasibility Production targeted secured updated and defined study for 2H 2028 Completed Completed Completed Power and water Processing test Early site works options secu
Slide 7: Scandium demand - the growing macro thematics
Scandium demand - the "The scandium market amounts to only a few dozen tons growing macro thematics annually, but the strategic stakes are massive. Securing technological overmatch for deterrence and for the next war requires assured control of the obscure industrial ecosystems that manufacture thos
Slide 8: U.S. Department of War Funding
U.S. Department of War Funding The U.S. Department of War’s Office of rsonal use only Strategic Capital has announced a conditional loan commitment for up to US$400m for the Syerston Scandium Project Robert Friedland, Chairman • Transformational U.S. Government backing: 25-year conditional debt comm
Slide 9: Strategic Investment in Agni Semiconductor Inc
Strategic Investment in Agni Semiconductor Inc rsonal use only Our investment in Agni reflects the next step in Sunrise’s strategy of moving from a pure strategic metal producer to an active participant in the technologies that will shape future demand for scandium.” Robert Friedland, Chairman, Sunr
Slide 10: Agni Semiconductor Inc – FeD for true compute-in-memory
Agni Semiconductor Inc – FeD for true compute-in-memory rsonal use only 7x faster 15x denser 200x lower power Stable 5-bit cell Voltage-switched write energy <50 fJ/bit Read/write latency vs. incumbent non- volatile memory (NVM) <0.2 um2 per bit, 10x smaller cell area No DRAM-style refresh than RRAM
Slide 11: The Clonagh Trend Project, Cloncurry
The Clonagh Trend Project, Cloncurry Large Scale Position Maureen-Lola Target rsonal use only The Clonagh Trend JV, Cloncurry, Queensland Three Exploration Permits (EPMs) 4Q26 diamond hole campaign targeting covering 606 km2 and two applications Cu anomalism on the Gidyea Suture — a covering 90 km2
Slide 12: Scandium – the ripple effect of China's export restrictions
Scandium – the ripple effect of China’s Memory chips, export restrictions photonics, quantum (emerging) rsonal use only 5G/6G wireless comms Advanced alloys and components Fuel cells & AI power market Scandium chemicals and metal 12
Slide 13: Sunrise — building the supply chain
Sunrise — building the supply chain rsonal use only A large, scalable Servicing high growth, Targeted investment in resource base strategic markets the downstream INDUSTRY LEADERSHIP + • A multi-decade source of • AI, fuel cells, aerospace • Investing in partnerships scalable supply in a safe and de
Slide 14: Appendix
Appendix ersonal use only o Ra\Y,
Slide 15: Scandium
rsonal use only Scandium — 101 Scandium (Sc), the 21st Consequently, scandium A lack of diversified supply Sc has a potent ability to element on the periodic has rarely been produced options, and concerns that transform the properties table, is the lightest via mining – usually production cannot sca
Slide 16: Corporate — overview
Corporate — overview rsonal use only Board and Executive Team Sunrise Energy Metals Limited1 ASX Code ASX:SRL OTCQX Code OTC:SREMF Shares on Issue 172.3M Share Price A$13.00 Market Capitalization A$2.2B Cash c. A$149M Robert Friedland Sam Riggall Stefanie Loader Peter Arnell Debt NIL Chairman and Ma
Slide 17: rsonal use only
rsonal use only Sunrise Energy Metals Ltd Corporate North Tower, 80 Collins Street John Mullumby, Chief Financial Officer Melbourne, Victoria, 3000 +61 3 9797 6777 Media Ross Larsen (Thirty Three Communications) sunriseem@thirtythreecomms.com sunriseem.com
Sunrise Energy Metals — Shareholder Meeting (November 2026) on 6ix