Mineral And Financial Investments Ltd · LSE:MAFL
Mineral And Financial Investments — Investor Presentation (July 2026)
22 slides from Mineral And Financial Investments's investor presentation, July 2026
Slide 1: Investor Presentation – Investing with Intelligence
Investor Presentation Investing with Intelligence Mineral & Financial Investments Limited A mining finance company Investor Presentation – July 2026 1
Slide 2: Disclaimer
DISCLAIMER Please read • This document is issued by Mineral and Financial Investments Limited (“M&FI”), which is authorised and regulated by the Financial Conduct Authority (the “FCA”). M&FI is a Limited company registered in Cayman Island. When the term “We” is used it refers to the Company and its
Slide 3: M&F's Investment & Value Proposition
M&F’s Investment & Value Proposition 1. CONSISTENT OUTPERFORMANCE: M&F has a strong historical performance - NAV is up 2,388.4% since June 30, 2013 2. TARGETED STRATEGY: M&F invests in natural resources but is focused on the metals and mining sectors which have underperformed and is near a 50-year l
Slide 4: M&F: Leading With Experience, Delivering With Out-Performance
M&F: Leading With Experience Delivering With Out-Performance • Management and Board has >165 years of combined mining investment experience in: • Outstanding 12-year investment track record (March 31, 2014 to March 31, 2026) Ø M&F Investments NAV: +1,468% or +25.8% p.a. (CAGR) Ø M&F Investments NAVP
Slide 5: Investments Portfolio Components their Objective and Characteristics
Investments Portfolio Components their Objective and Characteristics • Permanent Capital provides ability to react quickly to needs & 0pportunities Cash & “Near Cash” • Requires Tactical fund to Generate High Level of Liquidity ”Excess Returns” • Provides both a performance cushion, and drag • Capit
Slide 6: M&F's Investment Life-Cycle approach
M&F’s Investment “Life-Cycle” approach Exit when timing is Invest capital with intelligence appropriate: when few others would or could: • Systematic due diligence (site visits, technical experts) • Early drilling must have identified • Monetize investment when timely and mineralization appropriate
Slide 7: Business Principles
Business Principles We believe mining businesses are composed of three basic assets: Geological Assets: The Foundation We focus on correct and prudent identification of the geological assets Financial Assets: The Strategic Backbone through rigorous due diligence. The remaining assets can be improved
Slide 8: Investment Guideline: Take Advantage of the Various Metals, Mining and Economic Cycle Stages
Investment Guideline: Take Advantage of the Various Metals, Mining and Economic Cycle Stages • Global Exploration spending dropped 66%. in the 4yrs to 2016. A small exploration recovery in spending was starting to occur. Exploration budgets declined in 2020 due largely to COVID. Budget’s rose in 202
Slide 9: Global Economic Challenge: Rising Debt Supply = Higher Relative Rates
Global Economic Challenge: Rising Debt Supply = Higher Relative Rates = Rising Debt and/or Rising Taxation Recent reductions over Rising AGAIN!- US Fed’s balance sheet is + 662% since 2008, and +78% since Q3 of 2019 US M2 Velocity: (-36%) since Q2-’97 -Flat since Q4-24 US Money Supply: M1 is up 385%
Slide 10: Money Supply: A Monetarists' Nightmare
Money Supply: A Monetarists’ Nightmare 1980 to Today Chart “Take-Aways”: 1. USA: M2 growth accelerated sharply from 2020. It slowed in 2022/2023, but has re-accelerated 2. M2 growth is in excess to economic and per capita growth – i.e. HIGHLY STIMULATIVE and Inflation biased 3. Comm0dity production
Slide 11: The Current Investment Opportunity is Generational
The Current Investment Opportunity is Generational S&P Commodity Index vs. S&P 500 Index We believe this is a generational investment opportunity: We believe that over investment in exploration from 1998 to 2008 led to prolonged under performance versus equity markets. Now 15 years of low interest r
Slide 12: M&F's NAV Performance
M&F’s NAV Performance Absolute Performance has been Solid / Relative Performance has been Outstanding Quarterly NAVPS Annual Investable Capital (10 Year) £18,000,000 41.0p £16,000,000 36.0p £14,000,000 % 31.0p 1% 3.8 20. 3 £12,000,000 : + R: + 26.0p GR £10,000,000 CAG CA £8,000,000 21.0p 40.5p £6,00
Slide 13: Strong Performance & Conservative Balance Sheet and Cost Structure
M&F Has Strong Performance & Maintains Conservative Balance Sheet and Cost Structure Portfolio Composition Portfolio Timing Evolution / Physical 100% Targets 250.0 Silver Cash 5% 6% 90% 80% 200.0 Def.Gold Contract 16% 70% Tactical Portfolio 60% 150.0 19% 50% 40% 100.0 30% Strategic Portfolio 20% 50.
Slide 14: Portfolio Composition: Overweight Precious Metals
Portfolio Composition: Overweight Precious metals but evolving towards Base and Specialty metals Portfolio Allocation (%) 5% 5% 6% Cash M&F Investments Ltd Precious Metals 31% Base Metals 53% Food, Energy, & Tech. Cash New Tactical Strategic Royalti es Ventures (TBD) Investments Investments Q3 Commo
Slide 15: Management & Board
Appendix Slides & Notes: Management & Board Mark T. Brown, CA CPA – Independent Non-Executive Chairman: Chartered Accountant since 1993 while working with PriceWaterhouseCoopers in Vancouver B.C., Canada. Mr. Brown has led the financial aspects of Tarsis Resources Ltd. since 2007, including financin
Slide 16: Redcorp Empreedimentos Mineiros Lda. – Lagoa Salgada
Redcorp Empreedimentos Mineiros Lda. (Private) Lagoa Salgada Significant Resource and enormous Upside Potential M&FI Limited cendant’s Current ownership of Lagoa Salgada ment Mineral & Financial Empressa de of Redcorp Ascendant Resources Investments Limited Desenvolvimento nt and Inc. &FI in 2018 (M
Slide 17: Lagoa Salgada Project (Private)
Lagoa Salgada Project (Private) Venda Nova - Est. Annual Cash Flows (Feasibility Study 28 July 2023) $90.0 $84.0 $71.6 $75.2 $63.8 $68.2 $62.8 $67.8 $70.0 $56.2 $50.0 $23.1 $22.8 $20.4 $23.7 $19.2 $16.3 $19.9 $16.2 $30.0 $15.2 $18.6 $16.7 $14.8 $12.9 $10.4 $11.2 $8.4 $6.0 $4.3 USD Millions $10.0 -$1
Slide 18: Lagoa Salgada Project Resource Estimate
Redcorp Empreedimentos Mineiros Lda. Lagoa Salgada Project Resource Estimate for 100% of the Venda Nova (North) (Central) (South) Updated Mineral Estimate (July 28, 2023) Mineral & Financial Investments Limited A mining finance company 18 Investor Presentation – July 2026 Please refer to Disclaimer
Slide 19: Golden Sun Resources (Private)
Golden Sun Resources (Private) Target Production 25,000 Oz of Annual Production by Year End 2026 Summary of Investment Mine Site, Buildings and equipment Planned Expansion Phases • The business model is to re-start production on a small scale and self-finance expansion PHASE 1 (Q3-2019): resulting i
Slide 20: Ideon Technologies (Private)
Ideon Technologies (Private) New Technology: Muon Tomography based Mineral Exploration £1,000,000 Ideon’s Performance in M&FI Portfolio £900,000 £869,574 £800,000 £700,000 £600,000 £500,000 £400,000 £282,107 £300,000 £219,919 £200,000 £114,063 £114,063 £131,158 £100,000 £59,795 £59,795 £- Sept 30, 2
Slide 21: Terrasun Exploration (Private)
Terrasun Exploration (Private) Costa Rican Exploration Spin out from GSR Now the Leading Exploration Portfolio in Costa Rica Mineral & Financial Investments Limited A mining finance company Investor Presentation – July 2026 21
Slide 22: Digbee Limited (Private)
Digbee Limited (Private) ESG Audit & Mining Data Company Focused on Natural Resource Companies Rewarding Good & Responsible Companies with a Lower Cost of Capital Mineral & Financial Investments Limited A mining finance company Investor Presentation – July 2026 22
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