Skyline Builders Group Holding Limited · NASDAQ:SKBL
Skyline Builders — KAZ Resources Group — Investor Presentation (June 2026)
30 slides from Skyline Builders's investor presentation, June 2026
Slide 1: KAZ Resources Group Investor Deck
KAZ RESOURCES GROUP Investor Deck June 2026
Slide 2: Important Note and Disclaimer
Important Note and Disclaimer KAZ Resources Group is the combination Cove Kaz Capital Group LLC and Kaz Resources LLC – Cove Capital portfolio companies – formed to develop critical mineral opportunities in Kazakhstan – hereinafter called KAZ Resources Group. • This presentation has been prepared fo
Slide 3: Executive Summary
Problem Executive Summary Critical minerals are essential for modern technology including electronics, advanced manufacturing, energy, and defense. The U.S. ceased primary production of tungsten in 2015 and is dependent on tungsten imports. China controls over 80% of the global supply and has impose
Slide 4: U.S. Dependence & the Path to Security
THE PROBLEM U.S. Dependence & the Path to Security China dominates global critical mineral supply chains, controlling extraction and processing of tungsten, rare over earth elements, lithium, and more. 80% The U.S. depends heavily on these imports for defense systems, electronics, and clean energy t
Slide 5: KAZ Resources Group to Mine Tungsten in Kazakhstan
THE SOLUTION KAZ Resources Group to Mine Tungsten in Kazakhstan Tungsten has great economic importance among critical minerals. Kazakhstan KAZ Resources Group possesses major critical mineral assets – especially is at the forefront with strong support from both US and tungsten – has a well-establish
Slide 6: What is Tungsten?
OVERVIEW What is Tungsten? Tungsten is a rare, dense metal. It has the highest melting point of all metals and exceptional strength at high temperatures, making it extraordinarily useful for industrial applications. The metal is considered a critical mineral by many countries because there are limit
Slide 7: Why Tungsten Matters: From Defense to Advanced Technology
BENEFITS Why Tungsten Matters: From Defense to Advanced Technology From defense applications, military systems, aerospace, nuclear, semiconductors, cutting tools and industrial machinery, tungsten's remarkable journey spans our world — a single metal connecting manufacturing, technology, defense, an
Slide 8: Global Tungsten Market
THE MARKET Tungsten (APT) Price Global Tungsten Market ($/metric tonne unit, in warehouse, Rotterdam) Others $2k 13% MTU Global Tungsten Supply China, Russia, North Korea 87% estimated Tungsten JV cash cost of production Anticipated cash costs of <$100 per MTU will make KAZ Resources one of the lowe
Slide 9: Demand & Discussions
OFF-TAKE Demand & Discussions Fortune 100 138% Production Long Term Needs Strategic Support Offtake discussions Indicated demand Demand is being driven Prospective offtake underway with the U.S. already exceeds by strategic, long-term partners have expressed government and leading nameplate capacity
Slide 10: What We Have Accomplished
COMPLETED MILESTONES What We Have Accomplished H1 H2 H1 H2 H1 2024 2024 2025 2025 2026 • Initial discussions with • Shortlisted for Tungsten • Approved for Strategic • Received LOIs from EXIM • Signed Definitive Tau-Ken Samruk (TKS), Privatization Transactions Advocacy and DFC Agreements with TKS th
Slide 11: What Lies Ahead – 2026-2029
FUTURE MILESTONES What Lies Ahead – 2026-2029 Tungsten 2026 2027 2028 2029 • Acquisition of Severniy Katpar • Conditional Offtake • Breaking Ground Start Mine • Engage Lead Bank Agreements • Definitive Offtake Commissioning • DFC Initial Funding • Private Sector Finance Agreements • Strategic Partne
Slide 12: Developments and Deliverables – H1 2026
ACTION PLAN Developments and Deliverables – H1 2026 Q2 Engage Lead Financial Advisor – Lead negotiations with U.S. Government Agencies, 2026 1 Commercial Banks, Equity H2 2 DFC Initial Funding – Project Development support 2026 Strategic Partners – Continued discussions with U.S. Government and comm
Slide 13: Tailings Reprocessing – Lithium
EARLY CASHFLOW Tailings Reprocessing – Lithium KAZ Resources holds licenses covering three Tailings Storage Facilities (TSF) tied to the historic Belogorsk Mines in East Kazakhstan. The 2026 work program will confirm historic resource estimates and establish pilot plant. We expect a potential cash f
Slide 14: KAZ Resources Projects in Kazakhstan
PROJECTS KAZ Resources Projects in Kazakhstan Asset / Project Commodity Focus Northern Katpar LLP Tungsten (W) (Northern Katpar & Upper Kairakty Deposits) Akbulak Rare Earth Elements (REE) Tailings Project Lithium (Li), Niobium (Nb), Lithium (Li), Tantalum (Ta), Titanium (Ti), Beryllium (Be), 14 His
Slide 15: Exceptional U.S. Government Support
STRONG SUPPORT Exceptional U.S. Government Support White House In March 2025, Cove Kaz Capital Group was approved for trade advocacy under the Department of Commerce’s new Strategic Transactions Advocacy Trial (STAT) Program. On November 6, 2025, the U.S. and Kazakhstan signed a memorandum of unders
Slide 16: U.S. – Kazakhstan
PARTNERSHIPS U.S. – Kazakhstan Presidential Summit Critical Minerals MOU Tungsten JV Pres. Trump and Pres. Tokayev Critical Minerals MOU Tungsten JV Binding Term Sheet “My political will to seize these Signed by Yerzain Nagaspayev, Signed by Pini Althaus (KAZ Resources unique opportunities is firm,
Slide 17: Our Team
EXPERTISE Our Team • Former CEO of USA Rare Earth • Led Masan Resources’s Nui Phao (NASDAQ: USAR). Invested at a market Project in Vietnam from greenfields to cap of US $7M and took the company to a development to become one of the valuation of US$1B. world’s largest tungsten producers, • Company de
Slide 18: Key Highlights
SUMMARY Key Highlights Tungsten is a critical mineral that is essential for defense and industrial applications. 80% PROBLEM China currently controls more than 80% of the global supply chain and instituted an export ban on tungsten to the U.S. in 2025. The U.S. has had no Chinese Supply domestic tun
Slide 19: Contact Us
Contact Us pini@kazresources.com 19
Slide 20: Appendix
Appendix
Slide 21: Rich Resources | Strategic Partnerships
KAZAKHSTAN Rich Resources | Strategic Partnerships Major Economic Sector Strategic Mineral Placement Mining is fundamental to Kazakhstan's Mineral resources are optimally located for economy, with diverse mineral resources. integrated development of metallurgy, chemicals, and machinery. Wide Array o
Slide 22: Country Overview
KAZAKHSTAN Country Overview Population 20.5 million GDP $300.5 billion Europe World’s leading uranium Kazakhstan Notable producer, top 10 copper producer China Oil and gas, Major Industries / manufacturing, agriculture, Economic Sectors mining, metallurgy, chemicals Country land size 9th largest in
Slide 23: KAZ Resources Exemplifies Strategic Partnership in Critical Minerals
U.S. – KAZAKHSTAN COLLABORATION KAZ Resources Exemplifies Strategic Partnership in Critical Minerals C5+1 Collaboration Agreement between the U.S. and the five Central Asian countries to: • Increase Central Asia’s involvement in global critical minerals supply chains • Strengthen economic cooperatio
Slide 24: U.S. – Kazakhstan Partnerships
C5+1 INITIATIVE U.S. – Kazakhstan Partnerships C5+1 Critical Minerals Dialogue (CMD) Launched on September 19, 2023, during the C5+1 Presidential Summit in New York. Focus Areas Security, economic development, energy, critical minerals, and more. 2023 Presidential Oval Office Summit November 6, 2025
Slide 25: U.S. – Kazakhstan Partnerships
C5+1 INITIATIVE U.S. – Kazakhstan Partnerships In the presence of President Kassym-Jomart Tokayev, a Memorandum of Understanding was signed between the Republic of Kazakhstan and the United States of America on cooperation in the field of critical minerals. The document was signed by Yerzain Nagaspa
Slide 26: U.S. – Kazakhstan Partnerships
C5+1 INITIATIVE U.S. – Kazakhstan Partnerships C5+1 Presidents White House November 6, 2025 USA Kazakhstan Kyrgyzstan Uzbekistan Tajikistan Turkmenistan 29 26
Slide 27: U.S. – Kazakhstan Partnerships
C5+1 INITIATIVE U.S. – Kazakhstan Partnerships Cove Capital’s partnership with the government of Kazakhstan for the privatization of tungsten mining company Severniy Katpar represents a once-in-a-generation agreement to develop the largest known untapped global tungsten resource in the world — demon
Slide 28: Benefits & Strategic Advantages
C5+1 INITIATIVE Benefits & Strategic Advantages Regional Geopolitical Leverage Integration Alignment with U.S. Regional Geopolitical Enhances U.S. influence in Integration Leverage Strategic Advantages clean energy and supply chain Kazakhstan’s resource sectors. goals. Benefits Economic Investor Eco
Slide 29: Recent Highlights & Developments
C5+1 INITIATIVE Recent Highlights Q3 C5+1 Leaders’ Joint Statement & Developments 2023 Official Statement Q4 Joint Statement on Kazakhstan-U.S. Enhanced Strategic Partnership Dialogue. U.S. Department of 2023 State Official Statement Inaugural C5+1 CMD among the United States, Q1 Kazakhstan, the Kyr
Slide 30: Wins For U.S. Businesses and Workers
SUCCESS Wins For U.S. Businesses and Workers President Trump and President Tokayev celebrated deals with U.S. companies worth billions of dollars, which will support the creation of thousands of U.S. jobs. It is a new era of bilateral relations Memorandum on critical minerals signed on November 6, 2
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