Skyline Builders Group Holding Limited · NASDAQ:SKBL
Skyline Builders — Investor Presentation (April 2026)
30 slides from Skyline Builders's investor presentation, Apr 30, 2026
Slide 1: KAZ Resources Group Investor Deck April 2026
KAZ RESOURCES GROUP Investor Deck April 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. 2 • This presentation has been prepared
Slide 3: Executive Summary
Executive Summary Problem 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: The Problem: U.S. Dependence & the Path to Security
50 elements are deemed critically essential for U.S. national security by the government. Tungsten is the top priority. over 80% China controls of global tungsten production and processing China dominates global critical mineral supply chains, controlling extraction and processing of tungsten, rare
Slide 5: The Solution: KAZ Resources Group to Mine Tungsten in Kazakhstan
Tungsten has the greatest economic importance of all critical minerals. THE SOLUTION KAZ Resources Group to Mine Tungsten in Kazakhstan KAZ Resources Group is at the forefront with strong support from both US and Kazakh Governments to develop tungsten, REE and other critical mineral projects in Cent
Slide 6: What is Tungsten?
As the world is stockpiling key defense metals and for advanced manufacturing, tungsten's unique properties ensure it will remain an indispensable material for modern technology and industry. OVERVIEW What is Tungsten? Tungsten is a rare, dense metal. It has the highest melting point of all metals a
Slide 7: Why Tungsten Matters: From Defense to Advanced Technology
BENEFITS 7 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,
Slide 8: Global Tungsten Market
THE MARKET Global Tungsten Market Global Tungsten Supply China, Russia, North Korea 87% estimated Tungsten JV cash cost of production Anticipated cash costs of <$100 per MTU will make KAZ Resources Group one of the lowest cost Tungsten producers globally. Others 13% Tungsten (APT) Price ($/metric to
Slide 9: Off-take Demand & Discussions
OFF - TAKE Demand & Discussions Fortune 100 Offtake discussions underway with the U.S. government and leading defense, nuclear, aerospace, and industrial groups, including multiple Fortune 100 companies. Indicated demand already exceeds nameplate capacity, with interest covering approximately 138% o
Slide 10: Completed Milestones: What We Have Accomplished
COMPLETED MILESTONES What We Have Accomplished • Initial discussions with Tau - Ken Samruk (TKS), the National Mining Company, about tungsten and other assets • Signed Akbulak Rare Earth Element JV with TKS • Conducted geophysics and prepared drilling program H1 2024 H2 2024 • Shortlisted for Tungst
Slide 11: Future Milestones: What Lies Ahead 2026-2029
2026 2027 2028 2029 • JV Signing • Engage Lead Bank • DFC Initial Funding • Strategic Partners • Project Enhancements • NK - DFS Award • Conditional Offtake Agreements • Private Sector Finance • Launch of DFS • Conditional EXIM/DFC Financing • Breaking Ground • Definitive Offtake Agreements • Financ
Slide 12: Action Plan: What Lies Ahead H1 2026
JV Signing Signing Definitive Agreements with Tau - Ken Samruk Engage Lead Financial Advisor – Lead negotiations with U.S. Government Agencies, Commercial Banks, Equity ACTION PLAN What Lies Ahead – H1 2026 Q1 2026 Q2 2026 DFC Initial Funding – Project Development support Strategic Partners – Contin
Slide 13: Early Cashflow: 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 Commodity Focus Asset / Project Tungsten (W) Northern Katpar LLP (Northern Katpar & Upper Kairakty Deposits) Rare Earth Elements (REE) Akbulak Lithium (Li), Niobium (Nb), Tailings Project Lithium (Li), Tantalum (Ta), Titanium (Ti), Beryllium (Be), Tin (S
Slide 15: Exceptional U.S. Government Support
STRONG SUPPORT Exceptional U.S. Government Support In March 2025, our Group was approved for 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 understanding on cooperation in crit
Slide 16: Partnerships: U.S.–Kazakhstan Presidential Summit and Critical Minerals MOU
PARTNERSHIPS Pres. Trump and Pres. Tokayev U.S. – Kazakhstan Presidential Summit Critical Minerals MOU Critical Minerals MOU Signed by Yerzain Nagaspayev, Minister of Industry and Construction of the Republic of Kazakhstan, and Howard Lutnick, U.S. Secretary of Commerce, in the presence of President
Slide 17: Our Team
EXPERTISE Our Team Pini Althaus Executive Chairman • CEO of USA Rare Earth (USARE): Invested at a market cap of US $7M and took the company to a valuation of US$1B. • Company developed first mine - to - magnet US supply chain. • Founding Partner at Cove Capital, an AFSL licensed Investment Bank. • P
Slide 18: Summary: Key Highlights
SUMMARY 80% Chinese Supply Control Key Highlights Tungsten is a Critical Mineral That is Essential for Defense and Industrial Applications 15% KAZ Planned Production PROBLEM SOLUTION READY KAZ Resources Group China currently controls more than 80% of the global supply chain and instituted an export
Slide 19: pini@kazresources.com
pini@kazresources.com 19
Slide 20: Appendix
Appendix
Slide 21: Kazakhstan: Rich Resources | Strategic Partnerships
KAZAKHSTAN Rich Resources | Strategic Partnerships 21
Slide 22: Kazakhstan Country Overview
KAZAKHSTAN Country Overview Europe Kazakhstan China 19.2 million Population $225.3 billion GDP $11,476.6 GDP per capita Oil and gas, manufacturing, agriculture, energy Major Industries / Economic Sectors Russia, China, Germany, USA, Belarus Top 5 Import Countries Russia, China, Italy, Ukraine, Germa
Slide 23: U.S.–Kazakhstan Collaboration: C5+1
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 cooperation ▪ Advance the clean energy transition while protecting Central Asia’s unique ecosystems Geological
Slide 24: C5+1 Initiative: U.S.–Kazakhstan Partnerships
Oval Office November 6, 2025 2023 Presidential Summit Continuing partnerships through Administrations strengthens our value proposition. 2025 Presidential Summit Emphasized regional stability and global integration. Focus Areas Security, economic development, energy, critical minerals, and more. C5+
Slide 25: Memorandum of Understanding on Critical Minerals
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 Nagaspayev, Minister of Industry and Construction of
Slide 26: C5+1 Presidents at the White House
C5+1 Presidents White House November 6, 2025 Uzbekistan 2 9 6 USA Kyrgyzstan Turkmenistan Kazakhstan Tajikistan C5+1 INITIATIVE U.S. – Kazakhstan Partnerships
Slide 27: C5+1 Initiative: Severniy Katpar Privatization Agreement
https://www.trade.gov/press - release/commerce - celebrates - 25 - billion - c51 - dea l - zon e | https://trade.gov/sites/default/files/2025 - 11/C5_1_Commercial_Deal_Zone_Announcements_0.pdf Cove Capital’s partnership with the government of Kazakhstan for the privatization of tungsten mining compa
Slide 28: Benefits & Strategic Advantages
Regional Integration Alignment with U.S. clean energy and supply chain goals. Economic Growth Creation of jobs, infrastructure development, and trade expansion. Government Backing Regulatory stability through intergovernmental collaboration. Geopolitical Leverage Enhances U.S. influence in Kazakhsta
Slide 29: Recent Highlights & Developments
Q3 2023 29 C5+1 Leaders’ Joint Statement Officia l Statement Joint Statement on Kazakhstan - U.S. Enhanced Strategic Partnership Dialogue. U.S. Department of State Officia l Statement Q4 2023 C5+1 Leaders’ Joint Statement Q4 Officia l Statement 2025 Q2 2024 Q1 2024 Inaugural C5+1 CMD among the Unite
Slide 30: Success: Wins for U.S. Businesses and Workers
Memorandum on critical minerals signed on November 6, 2025, with official U.S. Government source: U.S. Department of State – Office of the Spokesperson “A Ne w Er a i n U.S . – Kazakhsta n Relations ” (publishe d 12/7/2025) SUCCESS Wins For U.S. Businesses and Workers President Trump and President T
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