Geomega Resources Inc. · TSXV:GMA
Geomega Resources — Investor Presentation (June 2026)
16 slides from Geomega Resources's investor presentation, June 2026
Slide 1: Turning Industrial Waste Into Royalty Streams
Turning Industrial Waste Into Royalty Streams Capital-light, clean technology for critical metals recovery Geomega Resources | TSX-V: GMA | OTC: GOMRF Kiril Mugerman, President & CEO | June 2026
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS Our presentation contains "forward-looking statements" not based on historical facts. Forward-looking statements express, as of the date of this presentation, our estimates, forecasts, projections, expectations and opinions as to future events or results. The forward looki
Slide 3: Massive waste streams. Limited commercial recovery.
Massive waste streams. Limited commercial recovery. 5 to 10 Mt/yr 200 Mt/yr EAF dust Bauxite residue From electric arc furnace steel production From alumina refining Zinc, iron, lead and more Iron, aluminum, REE, scandium, titanium 245 Mt/yr Billions of tonnes Phosphogypsum Sulfide tailings From pho
Slide 4: 10% of bauxite residue processing equals a major REE mine
10% of bauxite residue processing equals a major REE mine At 20 Mt/year of residue processed, output could approach ~10,000 t/year REO. That is roughly comparable to the output of a large non-China REE producer. The aluminum industry has the capital and the operational expertise. • No new mines • No
Slide 5: Decades of R&D. No commercial solutions
DECADES OF R&D. NO COMMERCIAL SOLUTIONS Some chemistry worked 1 Many solutions were tried and tested over the years The economics failed 2 Ultimately, the economics did not work at scale. Geomega’s approach changes the chemistry and the economics 3 Improves economics through reagent recycling (>95%)
Slide 6: Technology on one side, royalties on the other
Technology on one side, royalties on the other THE PROCESS THE MODEL Lab → Pilot → Demo → License Partners fund development Proprietary hydrometallurgical circuits Geomega licenses the IP >95% reagent recycling Revenue comes from upfront fees and royalties Multi-metal recovery across 6+ revenue stre
Slide 7: Validated by Rio Tinto
Validated by Rio Tinto $4.5M Total Potential Deal Value 4 years of joint validation before signing License covers Circuit 1 & 2 — focus on iron recovery $1.4M received to date; 1st phase of engineering nearing completion
Slide 8: Royalty Potential at Scale – Bauxite Residues Valorization
ROYALTY POTENTIAL AT SCALE – BAUXITE RESIDUES VALORIZATION 1 plant 10% Upside market penetration Full market capture 1 Mt/yr plant ~20 Mt/yr 200Mt/yr → → → Up to Long-term Roughly $10M/year upside $200M/year royalty measured in potential potential billions The aluminum industry produces this residue
Slide 9: REE Demonstration Plant: 2026 – from construction to commissioning
REE DEMONSTRATION PLANT: 2026 – from construction to commissioning PERMIT CONSTRUCTION COMMERCIAL SECURED ADVANCING PATH CLEAR Major equipment installed; piping Operating data will support licensing Quebec authorization secured completes July 2026. Commissioning discussions with magnet through Decem
Slide 10: Magnet capacity growth creates licensing opportunities
MAGNET CAPACITY GROWTH CREATES LICENSING OPPORTUNITIES A wave of NdFeB magnet plants is being built in North America and Europe — each generating swarf that needs to be recycled. Below are examples of recently announced plants: Company Location Capacity Status eVAC / Vacuumschmelze Sumter, SC 2,000
Slide 11: The valuation logic behind the model
The valuation logic behind the model HOW WE GENERATE REVENUE HOW ROYALTY COMPANIES ARE VALUED • Upfront license fees Company EV/Revenue Franco-Nevada ~30x+ • Partner-funded development Wheaton Precious Metals ~25x+ • Production royalties Gold Royalty Corp ~40x Geomega (GMA) Early stage • Non-dilutiv
Slide 12: Funded. Focused. Moving forward.
FUNDED. FOCUSED. MOVING FORWARD. C$2.4M C$6.7M Cash Position Total Equity as of Feb 28, 2026 Up from C$1.7M one year ago C$2.5M Net Gain Revenue (9 months) First Profitable Period Licensing + technical development C$747K net income, 9 months ended Feb 2026 Government grants & license fees fund the o
Slide 13: Montviel: More than a conventional REE project
MONTVIEL: MORE THAN A CONVENTIONAL REE PROJECT Montviel is not just a REE deposit. It's a polymetallic platform being de-risked by Geomega's own technology. M O NT V IEL WI T H GEO M EGA P R O CES S CONVENTIONAL REE MINE ✓ Multiple revenue streams instead of single- − Single metal dependency metal e
Slide 14: Why the timing matters now
WHY THE TIMING MATTERS NOW POLICY TAILWINDS COMMERCIAL MOMENTUM CAPITAL STRUCTURE North America and Europe are funding Rio Tinto progress and 2026 No plans for dilutive financings. The next critical minerals capacity and supply- commissioning create near-term price movement will be announcement- cha
Slide 15: A pattern investors should recognize
A PATTERN INVESTORS SHOULD RECOGNIZE PHASE 1- first validation PHASE 2 - engineering & execution PHASE 3 - repeatability The first deal required a long R&D cycle. Follow-on deals should benefit from prior The cycle is shortening. Each milestone engineering and operating proof. brings the next one cl
Slide 16: The licensing phase begins
THE LICENSING PHASE BEGINS INVESTORS PARTNERS GOVERNMENTS An emerging royalty model in A pathway to deploy processing IP A Canadian platform aligned with critical metals with near-term without inventing the chemistry in- supply-chain resilience and circular validation milestones. house. processing.
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