Nio Strategic Metals Inc · TSXV:NIO
Nio Strategic Metals — Investor Presentation (September 2026)
24 slides from Nio Strategic Metals's investor presentation, September 2026
Slide 1: Strategic Sovereignty Starts Here
STRATEGIC SOVEREIGNTY STARTS HERE Unlocking North America’s and Europe’s National Security Advantage with One of NATO’s Most Advanced Niobium Projects Corporate Presentation September 2026
Slide 2: Cautionary Notes and Technical Disclosures
Disclaimers : Certain statements contained in this document may constitute forward-looking statements, including statements regarding the results of the Corporation’s efforts to be granted a certificate of authorization, including, but not limited to, metal price and exchange rate assumptions, cash
Slide 3: Corporate Snapshot
Corporate Snapshot Board Management Issued Capital Julie Lemieux Hubert Marleau CEO & Chairman Shares issued 143 Mln Hubert Vallée Bruno Dumais COO & Board Share Price C$0.14 Alexandre Triquet Jean-Sebastien Blanchette CFO & Board Market Cap C$20 Mln Major-General Sylvain Y. Ménard Net Cash C$5.5 Ml
Slide 4: Reasons to Invest in Nio Strategic Metals
5 Reasons to Invest in Nio Strategic Metals • 1. World-Class Niobium Asset: High grade deposit (0.68% Nb₂O₅) with proven metallurgy with access to key infrastructure • 2. Environmental and Social Benefits for the Local Community • 3. Strong Economic Returns • 4. Strategic Asset for NATO to Reduce BR
Slide 5: Critical isn't just a label—it's a warning. And an opportunity.
5 Critical isn't just a label—it's a warning. And an opportunity.
Slide 6: Why invest in Nio Strategic Metals
Why invest in Nio Strategic Metals 80% of Ferroniobium is used in HSLA steel to increase mechanical strength, thermal and corrosion resistance 6
Slide 7: Why invest in Nio Strategic Metals
Why invest in Nio Strategic Metals EV AND ENERGY TRANSITION Fast-charging batteries with longer cycle life Adding ~300 g of Nb to a mid-size car’s steel cuts its weight by ~200 kg — a factor of over 600x AI SERVERS Niobium-oxide batteries back up AI data centres; niobium phosphide films could replac
Slide 8: Why Invest in Nio Strategic Metals
Why Invest in Nio Strategic Metals 1. ~90% of global niobium production comes from one company in Brazil (CBMM, 15% owned by a Chinese consortium); the remaining ~10% comes from a second Brazilian mine (Catalão, owned by China’s CMOC) and Niobec in Québec (Hong Kong-controlled via CEF Holdings / CK
Slide 9: The Niobium Supply Chain
The Niobium Supply Chain Source: Niobium and the EU: Green Dreams or War Machines? by The Transnational Institute (TNI) 9
Slide 10: The Oka Project: NATO's Most Advanced Western-controlled path forward
The Oka Project: NATO’s Most Advanced Western- controlled path forward Proximity to Montreal: • Access to talented workforce • Hydro-Electricity • Smelters / metallurgical sites • Top mining jurisdiction in the world • Manageable capital expenditures • Aligned with NATO interests, First Nations part
Slide 11: OKA Niobium: Significant Deposit with Historical Resource
OKA Niobium: Significant Deposit with Historical Resource Resource Category Mtonnes % Nb₂O₅ Measured 4.28 0.72 Indicated 6.35 0.65 Total 10.63 0.68 Inferred 3.22 0.61 Reported at a 0.40% Nb₂O₅ cut-off grade 11
Slide 12: Oka Niobium: Grade vs Tonnage — Select Peers
Oka Niobium: Grade vs Tonnage — Select Peers 12
Slide 13: Oka Niobium: In-Situ Rock Value
Oka Niobium: In-Situ Rock Value 13
Slide 14: Oka Niobium: Rock Value as good as a Gold mine!
Oka Niobium: Rock Value as good as a Gold mine! Selected Quebec underground mines benchmarked against the operating-cost envelope OKA sits above both OPEX curves — in-situ value comfortably exceeds costs. 14 Source: Table Jamesienne de concertation minière
Slide 15: Financial Aspects: Expected After-Tax Cash Flows
FINANCIALS · 2009 UP DATE (D RA GLO BAL), ADJUSTED TO 2025 Financial Aspects: Expected After-Tax Cash Flows Economic highlights of the Oka project (CAD), with the basis and assumptions behind the figures. HI GHLIGHT $3 billion+ in-situ value of the Oka niobium deposit Basis and assumptions • Financi
Slide 16: Oka Metallurgy: Key Data from Recent IGS Study
METAL LURGY · AUGUST 2026 Oka Metallurgy: Key Data from Recent IGS Study 52.75% 81.14% 11.75% Nb₂O₅ concentrate grade Niobium recovery TREO in the Nb concentrate vs. 44.5% in the 2011 feasibility study vs. 71.7% in the 2011 feasibility study ≈76% Ce, 9% Nd, 3% Pr Table 1 — Metallurgical test composi
Slide 17: Recent survey identifies five major magmatic structures with potential REE mineralization
NIO ST RATE GIC MET ALS · OKA PROPER TY · 20 2 3 H E L I B O R N E M A GN E T IC AN D R A D IO M E T R I C S U R V E Y Recent survey and interpretation identify five major magmatic structures with potential REE mineralization 17 Figure 1 of the release: area covered by the 2023 magnetic and spectrom
Slide 18: Residual TMI, tilt derivative and geo-structural interpretation
O K A CA R BO N A T IT E · 2 02 3 HE L I B O RN E M A GN E T IC S UR V E Y · 92 1 LI NE - K M · 25 M LINE SPACING Residual TMI, tilt derivative and geo-structural interpretation Residual total field (TMI) Magnetic tilt derivative (TDR) Structural interpretation Five arcuate dyke structures 12,370 nT
Slide 19: Building the Team to De-Risk Oka
OP ERAT IO NS · MAY 2026 Building the Team to De-Risk Oka Specialist partners across de-risking and innovation advance permitting, environmental work and metallurgy in parallel. De-risking Innovation DI SCI PL INE PAR T NER DI SCI PL INE PAR T NER Hydrogeology GHD Industry roundtable James Bay Minin
Slide 20: Mining Plan Illustration
No dust Mining Plan No noise Surface environments remediated for naturally-present radioactivity Illustration Excavation below water table Only magnetic separation and concentration on-site with no chemicals involved Minimal impact on surface level Visible mining operations limited to 600 meters dep
Slide 21: Turning Oka's Legacy Site into a Community Asset
SOC IAL ACCEPTABILITY · TERRITORIAL VALUE Turning Oka’s Legacy Site into a Community Asset Site restoration and water infrastructure deliver regional value 01 · TA IL INGS REMEDIA TION 02 · WATER Restoring the historical site Securing the area’s water supply The project delivers new water infrastruc
Slide 22: The Local Stakeholders
BUI LD ING SOC IA L AC CE PTABI LIT Y TOG ETHER The Local Stakeholders 1 2 3 Mohawks of Kanesatake Oka Municipality Farmers of Oka and St-Joseph- du-Lac Kanien'kehá:ka community adjoining the project — Rural town of ~4,400 residents in the MRC de ~1,400 on the Kanesatake Lands (~3,150 Deux-Montagnes
Slide 23: Nio is the Partner of Choice
For sovereignty For responsible mining For defence industrial strategy NIO IS THE PARTNER OF CHOICE 23
Slide 24: Q&A Contact: Bruno Dumais
Q&A Contact: Bruno Dumais (514) 592-8444 bdumais@niometauxstrategiques.com Jean-Sébastien Blanchette (917) 399-0437 jblanchette@niometauxstrategiques.com 1670-1 Place Ville-Marie, Montreal, QC H3B 2B6 24
Nio Strategic Metals — Investor Presentation (September 2026) on 6ix