The Metals Royalty Company Inc. · NASDAQ:TMCR
The Metals Royalty — Investor Presentation (March 2026)
16 slides from The Metals Royalty's investor presentation, March 2026
Slide 1: Financing America's Mineral Security
Financing America’s Mineral Security Corporate Presentation 2026
Slide 2: Disclaimer
Disclaimer Certain statements in this presentation (the “Presentation”) constitute "forward -looking statements" or "forward -looking informa tion" within the meaning of applicable securities laws involving known and unknown risks, uncertainties and other factors regarding the project and transactio
Slide 3: The Metals Royalty Company
The Metals Royalty Company Financing provider for the onshoring and near -shoring of U.S. critical minerals and industry. 55.1M $31.3M 66% TMCR Basic Shares Outstanding Cash 1 Strategic Ownership Strategic Assets Permanent Capital Western Supply with Scale Advantage Focused TMCR targets royalties an
Slide 4: America's Mining Shift
America’s Mining Shift AMERICA NOW AMERICA THEN Supply Chain Vulnerability Global Mining Dominance American mines once supplied 30 -40% of global output 11 2 2 2 3 Once a mining powerhouse, the US now depends on foreign sources (particularly China) for nearly all critical minerals essential to moder
Slide 5: United States Prioritizing Mineral Security
United States Prioritizing Mineral Security Corporate Presentation 5
Slide 6: The Cornerstone
The Cornerstone Corporate Presentation 6
Slide 7: NORI Royalty
NORI Royalty Clarion -Clipperton Zone ▪ World -Class, Strategic Asset Exposure: 2.00% gross overriding royalty (“GORR”) on all Royalty metals and minerals at NORI areas One of the world’s potential largest undeveloped nickel equivalent resources 1provides polymetallic exposure Operator TMC the metal
Slide 8: Clarion Clipperton Zone (CCZ)
Clarion Clipperton Zone (CCZ) The NORI concession covers approximately 74,830 km² : Illustration of a nodule production system : NORI Royalty Covered by PFS Covered by IA Not covered by PFS or IA International Contract Areas International Conservation Areas Image left: TMC the metals company Inc., "
Slide 9: A Clear Leader, Pioneering a New Industry
A Clear Leader, Pioneering a New Industry 1 Over $700 Million Raised TMC USA Files First Consolidated Deep -Seabed Mining Application in January 2026 2 NOAA Determines TMC USA’s Consolidated Deep - Seabed Mining Application is in Substantial Compliance in March 2026 3 1.Mining.com, “Ranked: World’s
Slide 10: US Support & Advancements Driving TMC's Share Performance
US Support & Advancements Driving TMC’s Share Performance TMC ~$6.50 ~$2.6B ~$50M ~265% NASDAQ Share Price Market Cap Av. Daily Liquidity 12 Mo. Return NOAA Determines TMC USA TMC USA’s Files First Consolidated Consolidated Deep -Seabed $37mm $85.2mm Deep -Seabed Mining strategic strategic Mining US
Slide 11: Benefits of the Royalty Business Model
Benefits of the Royalty Business Model Top -Line Cash Flow Commodity Price Leverage Project Optionality Royalty revenue directly tied to the asset's Direct upside from rising metals prices, Benefit from mine expansions, extensions, and gross production sales, providing predictable, capturing revenue
Slide 12: Royalty & Streaming Model Outperformance
Royalty & Streaming Model Outperformance Cumulative Price Return to Shareholders P/NAV (X) Royalty & Streaming Companies MSCI World Metals & Mining Index VanEck Gold Miners ETF Royalty & Streaming Companies Diversified Miners Gold Miners 750 4.0x Royalty and streaming Royalty and streaming companies
Slide 13: Pro-Forma Capitalization Summary
Pro -Forma Capitalization Summary Basic Shares Outstanding 55.1M Cash 1 $31.3M HNW, FO (28%) Hess Family, Founders, Management (41%) Debt NIL Insider & Strategic Ownership 66% (25%) Free Float (% of I/O shares) <20% 1. Approximate net of go -public transaction fees and assuming receipt of escrowed p
Slide 14: Team
Team Corporate Presentation 14
Slide 15: The Metals Royalty Company
The Metals Royalty Company 1 2 3 2.0% gross overriding royalty (GORR) on Proven high shareholder return business model Leveraged exposure to the burgeoning NORI critical minerals deposit owned by TMC delivering exposure to commodity and asset offshore metals industry with industry leading the metals
Slide 16: Contact
Contact Investor Relations: Lucas Zimmerman Managing Director, MZ North America tmcr@mzgroup.us +1-949-259-4987 themetalsroyaltyco.com
The Metals Royalty Company — Investor Presentation (March 2026) on 6ix