Tamino Minerals Inc. · OTC:TINO
Tamino Minerals — Investor Presentation (July 2026)
21 slides from Tamino Minerals's investor presentation, July 2026
Slide 1: Gold, Silver & Critical Minerals
STRATEGIC INVESTMENT GUIDE · 2026 Gold, Silver & Critical Minerals Stores of value, hedges, and scarcity plays for the modern portfolio. Prepared for individual investors · July 2026
Slide 2: Not growth engines — strategic anchors
THE STRATEGIC CASE Not growth engines — strategic anchors These assets are not primary growth vehicles like stocks. They earn their place as stores of value, 01 Diversification Low or negative correlation to stocks and bonds improves hedges, and plays on scarcity and industrial demand portfolio risk
Slide 3: A spectrum from safe haven to structural growth
THREE ROLES, ONE ALLOCATION A spectrum from safe haven to structural growth Gold Silver Critical minerals SAFE HAVEN HYBRID METAL STRUCTURAL GROWTH The classic monetary hedge — a store of value Half money, half industrial input — leverage to Scarce industrial inputs powering outside the fiat system.
Slide 4: Gold
PART ONE Gold 3 The classic safe-haven asset and long-term inflation hedge. TaminoMinerals.ca
Slide 5: Money outside the fiat system
GOLD · THE FUNDAMENTALS Money outside the fiat system For thousands of years gold has served as money — because it is scarce, durable, portable and universally Scarce Durable recognized. It carries no counterparty and can't be printed, which is exactly why it holds value when Finite above-ground sup
Slide 6: Four pillars of the gold thesis
GOLD · THE INVESTMENT CASE Four pillars of the gold thesis 01 02 03 04 Inflation & currency Safe haven in crises Central-bank demand Portfolio diversifier hedge Tends to hold or gain purchasing Shines in geopolitical shocks, Banks keep accumulating gold at Low or negative correlation to power when m
Slide 7: Proven when it matters most
GOLD · TRACK RECORD Proven when it matters most Across the modern era, gold has done its job in exactly the moments portfolios needed protection. 1970s 2008 2020 2025 Stagflation Global financial crisis Pandemic shock Macro pressure Soared as high inflation eroded Held value and rallied while Surged
Slide 8: Know the trade-offs
GOLD · RISKS & OUTLOOK Know the trade-offs What you give up 2026 ANALYST OUTLOOK No yield $4,000– Gold pays no interest or dividend and carries storage and insurance costs. $5,000 per ounce projected range amid ongoing macro pressure Opportunity cost In strong equity bull markets, stocks typically o
Slide 9: Four ways to own gold
GOLD · ACCESS Four ways to own gold 01 02 03 04 Physical ETFs Mining stocks Allocated storage Bars & coins e.g. GLD Producers Vaulted Direct ownership. You hold the Liquid, low-friction price exposure Leveraged, higher-risk exposure to Professionally vaulted metal held in metal — plan for secure sto
Slide 10: Silver
PART TWO Silver Half money, half industrial metal — with a supply deficit tailwind. TaminoMinerals.ca
Slide 11: Two sources of demand in one metal
SILVER · THE DUAL THESIS Two sources of demand in one metal Silver is both a monetary hedge and an industrial input. That dual demand gives it more upside torque than gold 2025 total return in metal bull markets — and it delivered in 2025. Silver's dual demand drove it to more than double gold's ret
Slide 12: A market in structural deficit
SILVER · SUPPLY & DEMAND A market in structural deficit Solar PV Electronics & 5G ~151M oz forecast in 2026 — still the single Silver's unmatched conductivity underpins modern largest industrial use. devices and networks. EVs & charging AI data centers Rising silver content per vehicle across the Ne
Slide 13: Reading the gold-to-silver ratio
SILVER · A TIMING SIGNAL Reading the gold-to-silver ratio The ratio tells you how many ounces of silver equal one ounce of gold. A high ratio has historically flagged Gold-to-silver ratio Ounces of silver per ounce of gold silver as cheap relative to gold — and often preceded silver outperformance.
Slide 14: Higher torque — and how to hold it
SILVER · RISK & ACCESS Higher torque — and how to hold it Four ways to own silver THE TRADE-OFF More volatile than gold Physical bullion 01 Bars and coins for direct, tangible ownership. Silver's smaller market and industrial tie mean sharper Physical ETFs peaks and deeper troughs. In 2025 it fell h
Slide 15: Critical Minerals
PART THREE Critical Minerals Scarce industrial inputs powering electrification and the energy transition. TaminoMinerals.ca
Slide 16: The metals behind the energy transition
CRITICAL MINERALS · THE THESIS The metals behind the energy transition Electrification, renewables, batteries and AI all run on the same scarce inputs. Demand is set to surge for decades — a structural, growth-linked play on scarcity and industrial need. Lithium Copper Rare earths Nickel Cobalt BATT
Slide 17: Concentrated supply, strategic stakes
CRITICAL MINERALS · THE RISK Concentrated supply, strategic stakes China's share of rare-earth refining A near-monopoly China controls over half of global mining and ~90% of separation and refining capacity. Export controls 90% Expanded rare-earth export curbs since late 2025 continue to ripple thro
Slide 18: Tight markets, multiple entry points
CRITICAL MINERALS · OUTLOOK & ACCESS Tight markets, multiple entry points Market outlook WAYS TO GAIN EXPOSURE Diversified ETFs $11,771/t 01 Copper hit a record high in December 2025 on tight supply. e.g. SETM — broad basket across critical-material producers. Rare-earth ETFs Forecast 2026 copper de
Slide 19: How the three compare
SIDE BY SIDE How the three compare Asset Primary role Inflation hedge Yield Volatility Structural growth Own it via Gold Safe haven Strong None Low Low Bullion · GLD · miners Silver Hybrid hedge Moderate None High Moderate Bullion · SLV · SLVR Critical minerals Growth / scarcity Indirect Via equitie
Slide 20: Building a diversified metals sleeve
PUTTING IT TOGETHER Building a diversified metals sleeve A common framework: a stable core, a higher-torque satellite, and a small tactical growth sleeve. Ranges below are illustrative — size to your own goals and risk tolerance. CORE SATELLITE TACTICAL 50–70% 20–30% 10–20% Gold Silver Critical mine
Slide 21: The bottom line
THE BOTTOM LINE The bottom line Strategic, not speculative 01 Gold, silver and critical minerals earn their place as diversifiers and hedges — not as primary growth engines. A spectrum of exposure 02 Gold anchors with stability, silver adds torque, and critical minerals plug into structural energy-