Transoceanic Investments Inc. · TSXV:OCEN
Transoceanic Investments — Mason Resources — Investor Presentation (January 2025)
26 slides from Transoceanic Investments's investor presentation, Jan 7, 2025
Slide 1: Delivering Returns. Driving Change.
TSX-V:LLG Delivering Returns. Driving Change. OTCQX:MGPHF Investor Presentation | Q1 2025 TSX-V:LLG OTCQX:MGPHF 1
Slide 2: Legal Disclaimer
Legal Disclaimer Forward Looking Information: This presentation contains "forward-looking information" within the meaning of Canadian securities legislation. All information contained herein that is not clearly historical in nature may constitute forward-looking information. Forward-looking informat
Slide 3: About Mason Resources
ABOUT MASON RESOURCES Pioneers in strategic acquisitions, value creation Investment Themes and sustainable investments Energy Transition Strategic Acquisitions Li Cu Ni Gr TSX-V:LLG Lithium Copper Nickel Graphite Mason, along with co-investors, acquire and hold significant positions in a concentrate
Slide 4: Growth of Commodities to meet Global Initiatives
Growth of Commodities to meet Global Initiatives Market Cap Comparison Investment into Energy Transition Tech $32.9 T 1,769 AI $15.1 T 1,511 TSX-V:LLG Financial Services $13.9 T 1,190 Energy $10.5 T 934 Clean shipping Pharmaceuticals $6.5 T Clean industry 526 565 Electrified heat 428 469 Electrified
Slide 5: Energy Transition: National Priorities
Energy Transition: National Priorities U.S. - Building Resilient Supply Chains, Revitalizing American Manufacturing, and Fostering Broad-Based Growth – June 2021: Includes Batteries, Critical Minerals and Materials Minerals Security Partnership – June 2022: TSX-V:LLG Australia, Canada, Finland, Fran
Slide 6: Strong Growth In Battery-Based Electric Vehicles Is Underway
ENERGY TRANSITION Strong Growth In Battery-Based Electric Vehicles Is Underway Across the globe, approximately 13.7 million electric cars were sold in 2023, Equivalent to more than four times the sales three years ago. Sales are estimated to reach 16.7 million in 2024. minerals for 20M 100M ICE Vehi
Slide 7: EVs are a Driver of Critical Mineral Demand
ENERGY TRANSITION Minerals: Kilograms per Vehicle EVs are a Driver of Critical Mineral Demand Conventional Car 34 kg per Vehicle TSX-V:LLG (ICE) 6x the mineral EVs generally require more minerals to build than requirements per vehicle their fossil fuel-based counterparts. A typical electric car requ
Slide 8: EVs Require a Range of Critical Minerals
The Average Anode 2 EV Battery Contains ~207 kg of Minerals 1 (456 lbs) ENERGY TRANSITION EVs Require a Range 90-95% Graphite of Critical Minerals TSX-V:LLG Rechargeable lithium-ion (li-ion) batteries in EVs use far more minerals than lithium. Minerals are also critical for other parts of the vehicl
Slide 9: AI Data Centers & Crypto strain energy infrastructure & copper demand
ENERGY TRANSITION AI Data Centers & Crypto are putting unprecedented strain on energy infrastructure & copper demand TSX-V:LLG Construction of Microsoft Data Center Data Centers could lead to an increase of in Chicago required +2.5 Mt copper 2,177 tonnes of copper 2 demand per year by 2030 1 OTCQX:M
Slide 10: Copper Demand Growth
ENERGY TRANSITION Copper Demand Growth Copper is needed for: The demand for copper to in the next 25 years is greater than the total produced Electrical copper over the course of human history 1 Copper is the most effective conductor of electricity after silver. It is used for wiring, motors, genera
Slide 11: Global Projections of Demand vs Supply
PRECIOUS METALS Global Projections of Demand vs Supply And Percent Used Toward Clean Energy Copper Lithium Nickel Graphite TSX-V:LLG 40,000 100% 800 100% 6,000 100% 15,000 100% Percent Used Toward Clean Energy 5,000 87% 12,000 Global Demand vs Supply (kt) 30,000 75% 600 81% 75% 75% 75% 4,000 9,000 6
Slide 12: Silver: Critical to Solar Panels and EVs
PRECIOUS METALS Silver: Critical to Solar Panels and EVs Electric Vehicles Solar Panels Silver’s high conductivity and ductility make EVs more A silver paste is used to capture electrons produced efficient through establishing lightweight but strong electrical from sunlight striking cells—its high c
Slide 13: Gold
PRECIOUS METALS Gold Lack Central bank Investors hedging Geopolitical of Supply purchases with gold risks Global mine production In 2023, central banks added 1,037 Protection against economic Global events tend to peaked in 2018 and tonnes of gold – the second-highest uncertainty and increasing driv
Slide 14: Graphene: The Wonder Material
FUTURE MATERIALS FUTURE MATERIALS Graphene Graphene Global Market Growth: The “Wonder Material” From Innovation to Commercial Reality Discovered in 2004 In 2004, Graphene was discovered at the University of Manchester, marking a significant USD 2.7 Billion advancement in material science and leading
Slide 15: Strategic Corporate Strategy
Strategic Corporate Strategy CORE STRATEGY ALTERNATIVE OPPORTUNISTIC INVESTMENTS Commodities focused given the current market Mason Resources is committed to being conditions and forecasted supply gap to meet dynamic and flexible to market conditions and TSX-V:LLG emission targets as well as emergin
Slide 16: The Mason Team
THE MASON TEAM Successful Track Record Building Companies and Creating Value for Shareholders TSX-V:LLG Fahad Al Tamimi Peter Damouni Francois Perron Tayfun Eldem Chairman CEO & Director Director Director CEO of SaudConsult, the largest +22 years of Corporate and Finance Engineer with operational ex
Slide 17: The Mason Team
THE MASON TEAM Successful Track Record Building Companies and Creating Value for Shareholders TSX-V:LLG Victor Cantore Will Randall P.Geo Paul Ensor Mason Investee Mason Investee Mason Investee CEO & Executive AMEX Exploration CEO & Executive of Arena Minerals Executive, non-executive director and a
Slide 18: Arena Minerals – Exit
CASE STUDY Arena Minerals – Exit Lithium Americas Collaboration Purchased Sal de La Puna Agreement LAC bids for project in 2021 for ~USD$15M Lithium Americas Arena Minerals Closing acquires 18% of Arena Brought in strategic partners, TSX-V:LLG Ganfeng Lithium has 0.80 exercised its project increased
Slide 19: Black Swan Graphene
CASE STUDY Black Swan Graphene Commercialization Milestones Rapid Growth 2Q 2024 signed 3 distribution agreements 2H 2022 Listing with acquired patents, know-how 3Q 2024 Commercial Products launched, including 5 Graphene and production from Thomas Swan & Co. – Enhanced Masterbatch (GEM) products: fo
Slide 20: Portfolio: Current Investments
PORTFOLIO Current Investments TSX-V:LLG NYSE: NMG TSXV: NOU TSXV: ASTR OTCQX:MGPHF TSXV: SWAN PRIVATE CSE: NIX 20
Slide 21: Investment Process
Investment Process Investment Committee Asset level Technical and Active Oversight Financial Due Diligence Mason will be actively Valuation TSX-V:LLG reviewing each investment 04 01 Value Creation Timeline to positive cashflow Strategic asset OTCQX:MGPHF 03 02 Create New entity or restructure Legal
Slide 22: Managing Risk and Ensure Maximum Returns
Managing Risk and Ensure Maximum Returns Maintain Active Oversight Capital Valuation TSX-V:LLG of Investee Companies Structure Either Chairman, Executive and technical Co-Investors will be entering at the Co-Investors and Mason will be a oversight as well as CFO functions same attractive valuation a
Slide 23: Advisors
Advisors ∂ ∂ TSX-V:LLG Banking Relationship Broker Broker OTCQX:MGPHF ∂ Legal Auditor 23
Slide 24: Capital Structure
Capital Structure Ticker TSX.V: LLG | OTCQX: MGPHF Shareholder Distribution Shares Issued and Outstanding Board, 141,292,585 Management TSX-V:LLG & Insiders Options 5,950,000 Other 42% 15% Fully Diluted 147,242,582 OTCQX:MGPHF Investments ~$30.0M 23% Debt Nil Institutional Investors 20% * Consolidat
Slide 25: Why Mason Resources
Why Mason Resources TSX-V:LLG 6 concentrated investments Team consisting of CEOs, In key commodity sectors Technical, Legal and Financial expecting substantial growth Experts OTCQX:MGPHF Significant upside within an Compelling evaluation with no expanding portfolio debt with near term valuation and
Slide 26: TSX-V:LLG London | Toronto | Riyadh OTCQX:MGPHF
TSX-V:LLG OTCQX:MGPHF London | Toronto | Riyadh info@masonresourcesinc.com +1-416-844-7365 masonresourcesinc.com
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