Cvw Sustainable Royalties Inc. · TSXV:CVW
Cvw Sustainable Royalties — Investor Presentation (September 2026)
35 slides from Cvw Sustainable Royalties's investor presentation, September 2026
Slide 1: Advancing Sustainability Through the Royalty Financing Model
TSXV: CVW | OTCQX: CVWFF | FSE: TMD Advancing Sustainability Through the Royalty Financing Model INVESTOR PRESENTATION | September 2026
Slide 2: Disclaimer and Forward-Looking Information
Disclaimer The information provided in this presentation is provided as of September 18, 2026, for informational purposes only, is not complete, and may not The securities described in this presentation have not been and will not be registered under the United States Securities Act of 1933, as amend
Slide 3: Building a Leading Sustainability-Focused Royalty Platform
Global Energy Transition Market Exceeds US$3.5T Building a Leading Sustainability-Focused Royalty Platform Lower-Risk Royalty Pipeline Focused on delivering shareholder value Royalty of Over through the royalty financing structure Structure $1.0B by being the partner of choice for companies in the c
Slide 4: Key Investment Highlights
Strong Macro CVW Technology Sizeable Opportunity Environment Provides Significant in US$3.5T+ Energy Driving Demand for Optionality Alongside Transition Market Commodities and Growth of Royalty Growing Significantly1 Supply Chain Security Portfolio Key Investment Exposure to Proven Company Highlight
Slide 5: Capital Structure & Shareholder Breakdown
CAPITAL STRUCTURE & SHAREHOLDER BREAKDOWN Strong Alignment Between Shareholders, September 18, 2026 Board of Directors and Management Shares Outstanding1 289.2M SHARE PRICE PERFORMANCE Equity Awards 12.4M Warrants 129.4M $2.00 4.0 Fully Diluted Shares Outstanding 431.0M Share Price $0.86 $1.50 1 4 3
Slide 6: Macro Tailwinds
Macro Tailwinds TSXV: CVW | OTCQX: CVWFF | FSE: TMD INVESTOR PRESENTATION | 6
Slide 7: Sustainability Plays a Key Role in Resilient Regional Supply Chains
Sustainability Plays a Key Role in Resilient Regional Supply Chains Investment in sustainability drives a resilient local circular economy and reduces reliance on foreign resources Recent global disruptions and instability have highlighted the critical Resource importance of building resilient, regi
Slide 8: Capital Flows are Increasingly Rewarding Sustainability
Capital Flows are Increasingly ~US$3.5T Total Cleantech Market Funding Flows in 20252 Rewarding Sustainability ~3% of Global Gross Domestic Product (GDP) Significant human and financial capital flowing to research Global Patent Applications for Environmental Technologies3 and development efforts, cr
Slide 9: Commodity Sectors Continue to Experience Strong Demand Tailwinds
Commodity Sectors Continue to Experience Strong Demand Tailwinds The world is grappling with an increasing need for commodities produced by industries with underlying sustainability challenges Metals & Materials Hydrocarbons Agriculture Projected Demand For Materials & Metals Projected Global Energy
Slide 10: Royalty Strategy
Royalty Strategy TSXV: CVW | OTCQX: CVWFF | FSE: TMD INVESTOR PRESENTATION | 10
Slide 11: Investment Focus Areas: Sectors
Investment Focus Areas: Sectors CVW Sustainable Royalties focuses on companies at the intersection of commodities Hydrocarbons and sustainability, with the underlying royalty • Decarbonizing production of revenue exposed to positive long-term transportation fuels commodity tailwinds • Recycling petr
Slide 12: Investment Focus Areas: Key Criteria
Investment Focus Areas: Key Criteria CVW Sustainable Royalties focuses on investment opportunities aligned with its core strategy Focus on investing in Top-line revenue royalty exposure projects within Target Geographies indexed to commodities and inflation top-tier jurisdictions Long-term exposure
Slide 13: Investment Focus Areas: Company Stage
Investment Focus Areas: Company Stage Royalty opportunities reviewed in detail by in-house technical team alongside third-party experts Mature technologies with Earlier stage technologies Market access to lower cost of Key Criteria to Reduce Technology Risk exceeding the desired risk profile Financi
Slide 14: Royalty Companies: Attractive for Investors
Operators Versus Royalty Companies: 2027E Cash Flow Multiple1 Royalty Companies: Attractive for Investors Operators Royalty Companies Royalty model provides investors with an efficient way to access an industry thematic while providing diversification and lower risk 20.6 x SUSTAINABLE TRADITIONAL 8.
Slide 15: Our Portfolio
Our Portfolio TSXV: CVW | OTCQX: CVWFF | FSE: TMD INVESTOR PRESENTATION | 15
Slide 16: Asset Portfolio
Asset Portfolio EXPECTED FIRST CASH FLOW TO INVESTMENT OPERATOR ASSET2 PROJECT STATUS ROYALTY1 CVW SECTOR CVW Relocalize Plant City, Florida Ramp-up/Initial Sales 25.0% H2 2026 Agriculture ALBERTA Northstar Relocalize Montreal, Quebec Development 25.0% H1 2027 Agriculture HAMILTON Future Facilities
Slide 17: Relocalize Inc. First Facility
Relocalize Inc. First Facility PLANT CITY, FLORIDA Patented and innovative decentralized production of FACILITY DETAILS packaged ice and cold packs through micro-factories, Status Operating Ramp-up reducing transportation emissions by up to 90.0% and First Production H1 2026 Commercial Facility in P
Slide 18: Relocalize Inc. Capital Deployed
Relocalize Inc. • CVW Sustainable Royalties provided Relocalize with $4.0M in total capital to ADDITIONAL ROYALTIES (up to $22.5M of additional investment) support commissioning and development of their first two commercial facilities • CVW Sustainable Royalties, at its sole discretion, has the opti
Slide 19: Northstar Clean Technologies
ASSET REVENUE BREAKDOWN CVW SUSTAINABLE ROYALTIES FOCUS AREA Northstar Clean Technologies 3% Liquid Asphalt Hydrocarbons Patent-protected technology transforms landfill- Tipping Fees bound asphalt shingles into valuable commodities, 35% Other PRIMARY COMMODITY reducing waste and cutting carbon emiss
Slide 20: Northstar Clean Technologies Royalty
Northstar Clean Technologies Initial Investment of a $14.0M Convertible Royalty Debenture Capital to support development work for future facilities including securing CVW Sustainable Royalties expects long-term average cash leases, ordering long-lead-time items, and working capital. The debenture fl
Slide 21: CVW Proprietary Technology
ECOMAX REVENUE BREAKDOWN1 CVW SUSTAINABLE ROYALTIES FOCUS AREA CVW Proprietary Technology Hydrocarbons Hydrocarbons Metals and Materials 9% CVW Sustainable Royalties is the 100% owner of its Minerals patented, ready-to-deploy proprietary technology, 10% 32% GHG Benefits COMMODITY Hydrocarbons & offe
Slide 22: CVW Proprietary Technology
CVW Proprietary Technology CVW Sustainable Royalties is pursuing broad-based support, and partnerships with oil sands operators, to implement its ready-to-deploy CVW technology and deliver value for shareholders Engagement With the Provincial and Continued Engagement With Indigenous Increasing the C
Slide 23: Growth Opportunities
Growth Opportunities TSXV: CVW | OTCQX: CVWFF | FSE: TMD INVESTOR PRESENTATION | 23
Slide 24: Robust Acquisition Pipeline to Expand Royalty Portfolio
APPROXIMATE ROYALTY PRIMARY/ UNDERLYING INVESTMENT OPPORTUNITY SECONDARY SECTOR FOCUS COMMODITY EXPOSURE GEOGRAPHY SIZE DEAL STAGE 1 Primary Hydrocarbons Oil-Linked US $30M Advanced 2 Primary Hydrocarbons Oil-Linked US $40M Advanced 3 Primary Metals and Materials Metals/Industrial Products US $75M A
Slide 25: Experienced Leadership Team
Experienced Leadership Team Opportunity to partner with proven company builders who possess significant royalty and commodity experience Akshay Dubey Darren Morcombe Pierre Lassonde CEO & Director Chairman & Shareholder Special Advisor & Shareholder • 15+ years of experience originating and structur
Slide 26: Key Investment Highlights
Strong Macro CVW Technology Sizeable Opportunity Environment Provides Significant in US$3.5T+ Energy Driving Demand for Optionality Alongside Transition Market Commodities and Growth of Royalty Growing Significantly1 Supply Chain Security Portfolio Key Investment Exposure to Proven Company Highlight
Slide 27: CVW Sustainable Royalties Inc. Contact
TSXV: CVW | OTCQX: CVWFF | FSE: TMD CVW Sustainable Royalties Inc. Suite 305, 505 – 8th Ave. SW Calgary, Alberta, Canada T2P 1G2 Akshay Dubey CHIEF EXECUTIVE OFFICER AND DIRECTOR Tel: 403-460-8135 Akshay.Dubey@CVWroyalties.com Joshua Grant CHIEF FINANCIAL OFFICER Tel: 403-460-8135 Joshua.Grant@CVWro
Slide 28: Appendix
Appendix TSXV: CVW | OTCQX: CVWFF | FSE: TMD INVESTOR PRESENTATION | 28
Slide 29: Management, Board, and Special Advisors
Management, Board, and Special Advisors Akshay Dubey Joshua Grant Kevin Moran Mathew Ullattikulam Pierre Lassonde CEO & Director CFO & Corporate Secretary EVP & Chief Technology Officer VP Corporate Development Special Advisor • 15+ years of experience originating • 17+ years of experience in financ
Slide 30: Effective Funding Solution for Sustainability-Focused Companies
ROYALTY STRATEGY SUPPLEMENTARY INFORMATION Effective Funding Solution for Sustainability-Focused Companies CVW Sustainable Royalties provides operators with flexible, project-specific capital that preserves control and aligns repayment with project performance - a tailored alternative to traditional
Slide 31: Commodities Critical to the Green Transition
ROYALTY STRATEGY SUPPLEMENTARY INFORMATION Commodities Critical to the Green Transition Meeting the material demands of a sustainable future Commodities required for clean energy technologies and otherwise are Primary production of many critical commodities is often in volatile expected to be in sig
Slide 32: Reduction in Carbon Intensity of Hydrocarbons Essential to the Energy Transition
ROYALTY STRATEGY SUPPLEMENTARY INFORMATION Reduction in Carbon Intensity 2023 kWh per capita1 US: 29,600 | China: 6,300 | India: 2,000 of Hydrocarbons Essential to the Energy Transition Peak Oil OPEC: 2050+2 | IEA: 20303 Demand The increase in energy consumption produces significant opportunities in
Slide 33: Agricultural Innovation and Waste Diversion Necessary to Support Humanity
ROYALTY STRATEGY SUPPLEMENTARY INFORMATION Agricultural Innovation and Waste Diversion Necessary to Support Humanity Sustainable solutions for global food security As global temperatures rise and extreme weather events become more frequent, ensuring food security for a growing population is arguably
Slide 34: CVW Technology: Development and Performance
PROPRIETARY CVW TECHNOLOGY SUPPLEMENTARY INFORMATION Simplified CVW Process CVW Technology: Development and Performance Technology Development Overview1 • Development of CVW has been supported by large-scale integrated piloting and progressive commercial engineering (FEED) alongside oil sands operat
Slide 35: CVW Technology: Project Economics and Environmental Performance
PROPRIETARY CVW TECHNOLOGY SUPPLEMENTARY INFORMATION CVW Technology: Project Economics and Environmental Performance A CVW project offers significant annual economic, environmental, and operational benefits1 Economic Benefits Environmental Benefits Operational Benefits Bitumen ~1.9 MMbbl CO2e Emissi
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