Electric Royalties Ltd. · TSXV:ELEC
Electric Royalties — Investor Presentation (September 2025)
34 slides from Electric Royalties's investor presentation, September 2025
Slide 1: Sustaining the Future: Royalties on Clean-Energy Metals
SUSTAINING THE FUTURE: ROYALTIES ON CLEAN-ENERGY METALS SEPTEMBER 2025 CORPORATE PRESENTATION Electricroyalties.com ELECTRICROYALTIES.COM Circle, linkedin, logo, media, network, share, social icon TSX.V | ELEC OTCQB | ELECF Download X by Twitter Logo PNG and Vector (PDF, SVG, Ai, EPS) Free Facebook
Slide 2: Forward-Looking Statement
FORWARD-LOOKING STATEMENT This presentation contains confidential and proprietary information belonging to Electric Royalties Ltd. (“Electric Royalties” or the “Company”). The recipient may not photocopy or otherwise reproduce this document or disclose its contents to anyone other than its authorize
Slide 3: Why Invest in Electric Royalties?
TSX.V | ELEC OTCQB | ELECF WHY INVEST IN ELECTRIC ROYALTIES? Gain exposure to a growing portfolio of royalties on metals required for the drive to sustainable electrification: COPPER LITHIUM ZINC COBALT MANGANESE NICKEL TIN VANADIUM GRAPHITE Significant growth forecast in demand for clean energy met
Slide 4: 43 total royalties across 9 clean energy metals plus 17 optioned properties
43 total royalties across 9 clean energy metals plus 17 optioned properties that 1 could be converted into royalties2 Low geopolitical risk Focus on long-life assets with exploration upside & potential near-term production Project stage 1. As at March 18, 2025 2. Electric Royalties news release date
Slide 5: Royalty Company Advantages
ROYALTY COMPANY COMPETITIVE MINING ROYALTY ADVANTAGES ADVANTAGES COMPANY COMPANY The royalty/streaming business Leverage to model (e.g. Franco Nevada, commodity prices Wheaton Precious Metals) has been proven to outperform mining Exploration upside companies Royalty companies do not operate Producti
Slide 6: The Process of Acquiring Royalties / Estimating Annual Royalty Cash Flow
THE PROCESS OF ESTIMATING ANNUAL ROYALTY ACQUIRING ROYALTIES CASH FLOW Electric Royalties ANNUAL ROYALTY PRODUCTION X METAL PRICE X RATE = Payment to acquire a mining royalty % (royalty) GROSS REVENUE ROYALTY (“GRR”) Mining Company of cash flow for life of mine - Payment invested in If metal prices
Slide 7: Royalty Rate and Potential Production Metrics for Selected Projects
ROYALTY RATE AND POTENTIAL PRODUCTION METRICS FOR SELECTED PROJECTS Projected Annual Project Metal Operator Royalty Rate Metal Price2 Production1 19 million to 23 million PUNITAQUI Copper 0.75% GRR US$4.98/pound pounds BISSETT CREEK Graphite 1.5% GRR 33,183 tonnes US$1,800/tonne BATTERY HILL Mangane
Slide 8: Upcoming Catalysts: Right Time to Invest in $ELEC
UPCOMING CATALYSTS1: RIGHT TIME TO INVEST IN $ELEC PUNITAQUI Royalty payments LITHIUM PROPERTIES Option payments from 17 properties optioned to third parties Immediate BISSETT CREEK Advanced royalty payments cash flow1 MIDDLE TENNESSEE ZINC MINE Potential restart of production PENOUTA TIN MINE Poten
Slide 9: Electric Royalties' Peer Group
ELECTRIC ROYALTIES’ PEER GROUP As of September 11, 2025 9 SEPTEMBER 2025
Slide 10: Copper: The New Oil in an Electrified World?
COPPER THE NEW OIL IN AN ELECTRIFIED WORLD? Copper is a vital industrial metal. Everything from electronics, automotives, power transmission infrastructure, data centers, clean energy technologies, to defense systems— depends on copper. Copper is extensively used in cooling, power, and connectivity
Slide 11: Key Assets | Copper (Punitaqui)
KEY ASSETS | COPPER PROJECT Punitaqui Copper Mine ROYALTY 0.75% GRR LOCATION Chile STAGE Producing OPERATOR Battery Mineral Resources Corp. (majority owned by Yorktown Group) • Punitaqui has four satellite copper resources, excellent road access, ready availability of water and power, fixed assets,
Slide 12: Key Assets | Copper (Zonia, Millennium)
KEY ASSETS | COPPER PROJECT Zonia PROJECT Millennium 0.5% GRR & option to add 1% GRR ROYALTY 0.5% GRR ROYALTY on Zonia North LOCATION Queensland, Australia LOCATION Arizona, USA STAGE Advanced exploration STAGE Feasibility study underway OPERATOR Metal Bank OPERATOR World Copper Since our royalty ac
Slide 13: Key Assets | Zinc
KEY ASSETS | ZINC Zinc plays a critical role in batteries, energy storage and protection of steel PROJECT ROYALTY LOCATION STAGE OPERATOR Middle Sliding Scale Gross Mining Tennessee Royalty above US$0.90/lb USA Producing (paused) Nyrstar / Trafigura Zinc Mine Zn • Production has occurred across a ti
Slide 14: Key Assets | Nickel
KEY ASSETS | NICKEL Nickel is primarily used in stainless steel production and batteries PROJECT Rana PROJECT Kenbridge ROYALTY 1% NSR 0.5% GRR & option to add 1% GRR ROYALTY on Kenbridge North LOCATION Norway LOCATION Canada STAGE Advanced exploration STAGE PEA complete Metals One Plc / Global Ener
Slide 15: Key Assets | Tin
KEY ASSETS | TIN Tin’s unique properties of malleability and corrosion resistance make it essential to the connectivity of all things electric, including circuit boards, electric vehicles, and photovoltaic cells PROJECT Penouta Mine PROJECT Sleitat ROYALTY 1.5% GRR ROYALTY 1% NSR LOCATION Spain LOCA
Slide 16: Key Assets | Graphite
KEY ASSETS | GRAPHITE Graphite is the anode material in lithium-ion batteries and is used in brushes for electric motors and cores of nuclear reactors PROJECT Bissett Creek PROJECT Graphmada ROYALTY 1.5% GRR ROYALTY 2.5% NSR LOCATION Canada LOCATION Madagascar STAGE PEA complete STAGE Engineering st
Slide 17: Key Assets | Manganese
KEY ASSETS | MANGANESE Manganese is a cathode material in EV batteries, designed to increase their safety aspect, energy density and cost effectiveness; it is also an essential alloy that helps convert iron into steel PROJECT Battery Hill BATTERY HILL PEA2,3 Battery demand for ROYALTY 2% GMR AFTER-T
Slide 18: Key Assets | Vanadium
KEY ASSETS | VANADIUM Vanadium is used to strengthen steel and is a key component in energy storage PROJECT Mont Sorcier ROYALTY 1% GMR on vanadium LOCATION Canada STAGE PEA complete OPERATOR Cerrado Gold • Electric Royalties holds a 1% gross metal royalty on the Mont Sorcier Project 2022 Mineral Re
Slide 19: Lithium Portfolio Strategically Located in Ontario and Québec
LITHIUM PORTFOLIO STRATEGICALLY LOCATED IN ONTARIO AND QUÉBEC 27 lithium royalties & 17 lithium properties optioned to third parties 19 SEPTEMBER 2025
Slide 20: Key Assets | Lithium (Authier)
KEY ASSETS | LITHIUM Lithium is used to make energy-dense rechargeable batteries for electronics, such as laptops, cell phones, electric vehicles, and grid storage PROJECT Authier ROYALTY 0.5% Gross Metal Royalty on part of Authier LOCATION Quebec, Canada STAGE Feasibility study complete for North A
Slide 21: Key Assets | Lithium (Seymour Lake, Cancet)
KEY ASSETS | LITHIUM Lithium market could see modest recovery PROJECT Seymour Lake in 2025, with demand growing by 26% ROYALTY 1.5% NSR LOCATION Canada STAGE Feasibility study underway OPERATOR Green Technology Metals In December 2024, Green Technology Metals received a Letter of Interest from Expor
Slide 22: Corporate Structure
CORPORATE STRUCTURE CASH & CASH EQUIVALENTS C$0.3M CASH & DEBT CONVERTIBLE LOAN POSITION1 • From ELEC Director Stefan Gleason, who holds ~28% C$10.0M interest in $ELEC • No payment of any kind until January 2028 MARKET CAPITALIZATION2 C$16.2M SHAREHOLDERS3 SHARES OUTSTANDING 119,973,292 SHARE 9,681,
Slide 23: Directors, Officers & Management
DIRECTORS, OFFICERS & MANAGEMENT CEO & DIRECTOR: BRENDAN YURIK B.COM Founder and CEO of Evenor Investments Ltd, a financial advisory group to junior mining companies for alternative financing, debt, equity and M&A with experience in over $2 billion in mining financing transactions throughout his car
Slide 24: A High-Value Growth and Income Investment Opportunity
A HIGH-VALUE GROWTH AND INCOME INVESTMENT OPPORTUNITY Increasing electric vehicle and battery production is set to drastically increase demand growth across electric metals over the next decade Targeting long-term recurring and diversified royalty cash flows with no ongoing holding costs Royalty com
Slide 25: Contact
TSX.V | ELEC OTCQB | ELECF CONTACT BRENDAN YURIK (CEO) BRENDAN.YURIK@ELECTRICROYALTIES.COM +1.604.364.3540 GENERAL ENQUIRIES INFO@ELECTRICROYALTIES.COM +1.604.639.9200 1400 – 1040 WEST GEORGIA STREET VANCOUVER, B.C. V6E 4H1, CANADA Circle, linkedin, logo, media, network, share, social icon 25 Downlo
Slide 26: Appendix
APPENDIX
Slide 27: Royalty Portfolio (Listed by Development Stage)
ROYALTY PORTFOLIO (LISTED BY DEVELOPMENT STAGE) # ACQUIRED PROJECT MINERAL DEVELOPMENT STAGE ROYALTY1,2,3 LOCATION OPERATOR MARKET CAP C$4 1 2024 PUNITAQUI Copper Producing 0.75% GRR Chile Battery Mineral Resources 18M Sliding Scale Gross Mining MIDDLE TENNESSEE 2 2021 Zinc Producing (paused) Royalt
Slide 28: Royalty Portfolio (Listed by Development Stage)
ROYALTY PORTFOLIO (LISTED BY DEVELOPMENT STAGE) # ACQUIRED PROJECT MINERAL DEVELOPMENT STAGE ROYALTY1,2,3 LOCATION OPERATOR MARKET CAP C$4 Nickel- Preliminary Economic 0.5% GRR & option to add 1% 11 2023 KENBRIDGE Canada Tartisan Nickel 10M Copper Assessment Complete GRR on Kenbridge North Advanced
Slide 29: Royalty Portfolio (Listed by Development Stage)
ROYALTY PORTFOLIO (LISTED BY DEVELOPMENT STAGE) # ACQUIRED PROJECT MINERAL DEVELOPMENT STAGE ROYALTY1,2,3 LOCATION OPERATOR MARKET CAP C$4 ROGERS CREEK / 24 2024 Lithium Exploration 1.5% NSR Canada Altair Minerals 59M MCCLUSKEY BIG ROCK / 25 2024 Lithium Exploration 1.5% NSR Canada Altair Minerals 5
Slide 30: Royalty Portfolio (Listed by Development Stage)
ROYALTY PORTFOLIO (LISTED BY DEVELOPMENT STAGE) # ACQUIRED PROJECT MINERAL DEVELOPMENT STAGE ROYALTY1,2,3 LOCATION OPERATOR MARKET CAP C$4 36 2024 LAURI Lithium Exploration 1.5% NSR Canada Fifty St George Private KEMBER / 37 2024 Lithium Exploration 1.5% NSR Canada Sultan Resources 1M PAKEAGEAMA ALL
Slide 31: Ontario Lithium Projects in the Seymour Lake Area
ONTARIO LITHIUM PROJECTS IN THE SEYMOUR LAKE AREA 31 SEPTEMBER 2025
Slide 32: Ontario Lithium Projects in Vicinity of Frontier Lithium's Spark and PAK Deposits
ONTARIO LITHIUM PROJECTS IN VICINITY OF FRONTIER LITHIUM’S SPARK AND PAK DEPOSITS 32 SEPTEMBER 2025
Slide 33: Ontario Lithium Projects in the Root Bay Area
ONTARIO LITHIUM PROJECTS IN THE ROOT BAY AREA 33 SEPTEMBER 2025
Slide 34: Ontario Lithium Projects in Vicinity of Georgia Lake Projects
ONTARIO LITHIUM PROJECTS IN VICINITY OF GEORGIA LAKE PROJECTS 34 SEPTEMBER 2025
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