Isoenergy Ltd. · TSX:ISO
Isoenergy — Investor Presentation (October 2026)
26 slides from Isoenergy's investor presentation, October 2026
Slide 1: A Growth Oriented, Diversified Uranium Company Focused in Tier One Jurisdictions
Tony M Uranium Mine Utah, U.S. A Growth Oriented, Diversified Uranium Larocque East (Hurricane Deposit) Company Focused in Tier Athabasca Basin, Canada One Jurisdictions Wiluna October 2026 Western Australia www.isoenergy.ca NYSE American: ISOU | TSX: ISO 11 IsoEnergy.ca
Slide 2: Disclaimer
Disclaimer Cautionary Note Regarding Forward-looking Information There can be no assurance that forward-looking information and statements will prove to be accurate, as actual results and future events could differ materially from those anticipated, estimated or intended. Accordingly, readers should
Slide 3: Attractive Uranium Macro
Attractive Uranium Macro Projected Demand Growth Expected to Eclipse Identifiable Supply Global Uranium Demand Growth and Geographic Massive “UNSPECIFIED GAP” in Supply Projected vs. Composition, WNA Reference Scenario (Mlbs U3O8) Identified Sources (Mlbs U3O8) 391 391 212 400 400 87 300 175 164 300
Slide 4: Globally Significant Uranium Portfolio
Globally Significant Uranium Portfolio Australia (~33% Ownership) Canada Queensland Utah Exploration Past Producing Saskatchewan Potential Development and Milo Tony M Mine Exploration Ben Lomond Rim Mine Larocque East Ardmore Daneros Mine +14 Exploration Projects Teddy Mountain Sage Plain Project Qu
Slide 5: North-Eastern Athabasca – Prime Location
North-Eastern Athabasca – Prime Location Scarcity of Tier-One Uranium Assets Capable of Replacing Cigar Lake 5 0k m “…our 2025 drilling continued to expand the rad footprint of known uranium mineralization with ius additional high-grade mineralized intercepts…the results to date are comparable to th
Slide 6: Development – Larocque East, Athabasca Basin, Canada
Development – Larocque East, Athabasca Basin, Canada Host to the High-Grade Hurricane Deposit Exploration Upside: Summer Drilling Intersected Widespread and Strongest Radioactivity to Date Along the Hurricane South Trend Current Mineral Resource Estimate for Larocque East (July 8, 2022)1 U3O8 Resour
Slide 7: DISA Uranium – Building a Leading U.S. Conventional Uranium Platform
DISA Uranium – Building a Leading U.S. Conventional Uranium Platform 33% Owned by IsoEnergy, Closed on August 19, 2026 Utah Portfolio – Permitted Past Producing Concurrent USD $105M Financing Backed by Conventional Uranium Mines Proprietary Consortium of Leading Strategic Investors HPSA Technology R
Slide 8: HPSA Technology Transforms Project Economics
HPSATM Technology Transforms Project Economics Designed to Address the Fundamental Challenges Limiting Conventional Uranium Project Economics in the U.S. How HPSATM Works Key benefits Clean Low-Grade Concentrate 100% mechanical process Remains on site No grinding media or chemical reagents Liberates
Slide 9: A Clear Strategy, Unparalleled Team, and Strong Backing
A Clear Strategy, Unparalleled Team, and Strong Backing HPSATM Advancement ▪ First pilot program at NRC-licensed site ▪ Maiden Navajo Nation remediation site clean up Key Management ▪ Ongoing tech advancement Integrate the Utah Portfolio ▪ Complete updated Tony M PEA by YE 2026 ▪ Incorporate HPSA ef
Slide 10: The Strategic Case for Australian Uranium Mining
The Strategic Case for Australian Uranium Mining Australia has the Largest Share of Uranium Resources and is the Fourth Largest Producer in the World1 Nabarlek Jabiluka Ranger Rum Koongarra Western Australia Mining Snapshot Jungle South Alligator Ranked 6th / 682 ~A$2.5bn3 Westmoreland 2025 Global I
Slide 11: Development – Wiluna Uranium Project, Western Australia
Development – Wiluna Uranium Project, Western Australia Advanced with Attractive Development Characteristics ▪ Favourable Location: 30km south of Wiluna in WA’s mining infrastructure rich northern goldfields ▪ Shallow Carbonate Deposits: Multiple near-surface (~10m) deposits suitable for open-pit mi
Slide 12: Call Option – Coles Hill, Virginia, US
Call Option – Coles Hill, Virginia, US One of U.S.’ Largest Undeveloped Uranium Deposits Historical Mineral Resource Estimate for Virginia hosts the largest data center market in the world and is home Coles Hill (Aug 19, 2013 - North and South)1 to 35% (almost 150) of all known hyperscale data cente
Slide 13: Portfolio with Near, Medium & Long-Term Uranium Exposure
Portfolio with Near, Medium & Long-Term Uranium Exposure Near Term Call Options Exploration Development Production Potentia l Subject To Permitting (33%) Coles Hill, Virginia Tony M, Daneros, & Matoush, Athabasca Assets, Hurricane, Quebec Saskatchewan Saskatchewan Rim Mines, Sage Plain, Australia As
Slide 14: Proven Sector Leaders
Proven Sector Leaders Board of Directors Richard Patricio Leigh Curyer Phil Williams Chris McFadden Peter Netupsky Mark Raguz Chairman Vice Chairman CEO & Director +20 years +20 years +20 years +20 years +18 years Co-Founder of NexGen and Co-Founder and CEO of NexGen Chairman and Co-Founder of VP Co
Slide 15: Company Snapshot
Company Snapshot Capitalization Share Price Performance - TSX Share Price1 (C$) $13.19 $20.00 Volume Price 3,500,000 Basic Shares Outstanding2 (M) 65.3 3,000,000 FDITM Shares Outstanding (M) 68.3 $15.00 2,500,000 Basic Market Cap (C$M) $861.0 2,000,000 $10.00 Cash & Equivalents3 (C$M) $70.9 1,500,00
Slide 16: Investment Summary
Investment Summary A Compelling Opportunity in the Global Uranium Market Strong Uranium Structural supply deficit supports a strong long-term price environment, particularly favourable for producers Fundamentals in Western, allied jurisdictions with established regulatory, and permitting frameworks
Slide 17: Appendix
Appendix
Slide 18: Building America's Next Front-End Uranium Supplier
Building America’s Next Front-End Uranium Supplier DISA Uranium combines differentiated feedstock, proprietary technology and new processing infrastructure to build a scalable source of domestic uranium supply 01 FEEDSTOCK 02 TECHNOLOGY 03 PROCESSING 04 SUPPLY AUM Feedstock Utah Unleashing Domestic
Slide 19: Abandoned Uranium Mines
Abandoned Uranium Mines Millions of pounds of uranium remain locked in The Opportunity legacy mine waste across the U.S. today 15,000+ 4,200+ +100Mst AUM Sites Defense-related uranium Tons in DISA AUM mines (DRUM) pipeline Sizeable Addressable Market of AUMs EPA Database USGS Database HPSA Mobile Un
Slide 20: HPSA Already Validated Across Global Mining Operations
HPSA Already Validated Across Global Mining Operations Global deployment across multiple commodities 100 TPH Unit at Eagle Mine 8+ countries 7+ U.S. States 19+ Commodities 50 TPH Unit at Phosphate Mine HPSATM Deployed 2020 IsoEnergy.ca 20
Slide 21: Institutional & Climate Technology Investors
A Tier 1 Investor Base Supporting Commercial-Scale Execution Backed by global leaders in Energy, Mining and Technology AUM / Investment Investor Background Market Cap Year (US$) Early growth investor in SpaceX 2021, 2026 >$55B Institutional & Climate Technology Investors and Tesla Vancouver-based cl
Slide 22: High-Potential Exploration in Canada
High-Potential Exploration in Canada Advancing Exploration Pipeline Across the Eastern Athabasca Basin ▪ Developing the Next Pipeline of Discoveries on Expanded Land Package Totaling 344,812ha and 20 Properties: ▪ Hawk – Over 15 km of prospective strike, with drilling intersecting key elements of un
Slide 23: Call Options – Potential Future Development Projects
Call Options – Potential Future Development Projects Matoush One of the Highest Grade Historical Indicated Uranium Resources Outside of the Athabasca Basin QUEBEC3, CANADA Matoush Historical Expenditure – ~C$120M Matoush Historical Mineral Resource Estimate1 Tons (m) Grade Metal Quebec ranks highly
Slide 24: Equity Holdings
Equity Holdings +$46.0 million in Value2 TSX-V: PUR TSX-V: SASK NYSE-A: JAGU TSX-V: PTU TSX-V: FTUR Market Cap: $40.2M1 Market Cap: $374.7M1 Market Cap: $40.1M1 Market Cap: $25.4M1 Market Cap: $45.3M1 Equity Holding: $3.1M2 Equity Holding: $11.1M2 Equity Holding: $6.52 Equity Holding: $3.1M2 Equity
Slide 25: Additional Disclaimers
Additional Disclaimers Historical Estimates For Matoush, as disclosed in the above noted press release, the historical estimate was prepared by RPA using block u3o8 grades within a wireframe model that were estimated by ordinary kriging. The historical estimate was estimated at a cut-off grade of Is
Slide 26: www.isoenergy.ca
info@isoenergy.ca 1-833-572-2333 @IsoEnergyLtd www.isoenergy.ca