Charlie's Holdings, Inc. · OTC:CHUC
Charlie's — Investor Presentation (June 2026)
19 slides from Charlie's's investor presentation, June 2026
Slide 1: America’s Best Harm Reduction Products for Adult Smokers
OTCQB: CHUC America’s Best Harm Reduction Products for Adult Smokers Investor Presentation June 2026
Slide 2: Disclaimer: Safe Harbor Statement and Risk Factors
OTCQB Disclaimer CHUC Safe Harbor Statement and Risk Factors This document is based on Charlie's Holdings, Inc. (the “Company’) information and other sources of data that the Company believes are reliable. Nothing in this document is, or may be relied upon as, a promise or representation by the Comp
Slide 3: Who Is Charlie’s?
WHO IS CHARLIE’S? Charlie’s Holdings, Inc. (OTCQB: CHUC) is a diversified vapor products company serving adult consumers across both the nicotine AND non nicotine markets. Founded in 2014, the Company has built a global reputation for innovation, compliance, and award -winning flavor formulation. 3
Slide 4: Nicotine Market Transformation
Nicotine Market Transformation ● While cigarette smoking is declining rapidly, adult vape usage is growing. ● The U.S. vape market exceeds $8B, with strong consumer demand for FLAVOR and CONVENIENCE. ● Retailers need legal, compliant, or exempt options IMMEDIATELY. 4
Slide 5: Vape Industry Problems: $8B Market at Risk
Vape Industry Problems: $8B Market at Risk 01 Illegal Import Crackdown 02 The Flavor Gap Unauthorized shipments are being seized Adult consumers prefer flavors 4-to-1 over at ports and destroyed. Enforcement is plain tobacco. However, Big Tobacco lacks intensifying as regulators target the 86% of fl
Slide 6: Charlie’s 4 Strategic Moats
Charlie’s 4 Strategic Moats 01 Non-Nicotine Innovation 02 PMTA Portfolio Value A massive portfolio of 678 PMTAs. Big SBX launches best-selling non-nicotine Tobacco has already initiated acquisition flavored vapes that are not subject to the and licensing agreements to leverage this FDA PMTA review p
Slide 7: 1. SBX: America's Non-Nicotine Flavored Vape
1. SBX: America's Non-Nicotine Flavored Vape Category Killer Gets Rapid Traction Rapid traction in 8 states (AK, KY, MS, LA, NY, NC, TX and the first 25K puff legal to sell in California. SBX Preferred 15 to 1 over JUUL In a Company-sponsored focus group survey of adult consumers who vape, Charlie's
Slide 8: 2. Premarket Tobacco Applications Portfolio
2. 678 Premarket Tobacco Applications Portfolio Potential Imputed Value $650MM+ The Company believes that the imputed and strategic value of its remaining 678 PMTA products significantly exceeds Charlie’s current market cap. Big Tobacco Is A Buyer 16 of CHUC’s PMTA Products were purchased in 2025 by
Slide 9: 3. US Manufacturing Facility & First Shipments
3. US Manufacturing Facility & First Shipments Meets US State Requirements CHUC’s US-filling operation ensures that the Company's products meet stringent domestic manufacturing requirements of Texas and other large states. An Industry First Charlie's became one of the first companies to launch a US-
Slide 10: 4. Plans To Launch America’s First Flavored Age-Gated Disposable Vape
4. Plans To Launch America’s FIRST Flavored Age-Gated Disposable Vape New Standard For Compliance Strategic licensing agreement with IKE Tech LLC could give the company first-mover advantage in bringing age-gated products to market. A Watershed Moment for Industry The first commercial vapor product
Slide 11: What’s Next: Fifth Circuit Decision and Age-Gated Launch
Whatʼs Next… Expected July/August Fifth Circuit Court Decision Age-Gated Disposable Launch If the Fifth Circuit ultimately concludes Charlie's plans to test-market the that the FDA improperly imposed the patented IKE age-gating system in "comparative efficacy" requirement, it hundreds of compliance-
Slide 12: Other Major Milestones
Other Major Milestones California Compliance Product Innovation Launched One of Industry’s FIRST Received California Unflavored Tobacco List (UTL) Approval 75k Vapes…with more than a dozen award-winning flavors. Financial Strength Corporate Stability Removed “Going Concern” Clause Achieved P
Slide 13: Significant Year-over-Year Revenue & Profitability Expansion
Significant Year-over-Year Revenue & Profitability Expansion 2024 2025 UP 169% Rev: $7.7M Rev: $20.9M UP 336% Loss: ($4.2M) Net: $4.4M UP 169% SBX PRODUCT LAUNCH PMTA LICENSING REVENUE Successfully launched SBX in Q3, delivering Strategic partnerships generated $7.5M 336% revenue growth and expandin
Slide 14: May 2026 Trump/FDA Flavored Breakthrough
May 2026 Trump/FDA Flavored Breakthrough “CTP concluded that the applicant’s device access restrictions in the device are expected to sufficiently mitigate the risk to youth”* MGMT COMMENTARY- MAY 6, 2006 PR “President Trump's demand that the FDA move faster on flavored vape product authorizations
Slide 15: August 2026 Age-Gated Launch + PMTA Amendments
August 2026 Age-Gated Launch + PMTA Amendments AUG 2026 PACHA age-gated product launch Q3 2026 test-market in 200-300 stores with the PACHA brand. Mgmt will file PMTA amendments. READ-ACROSS FDA issued its first-ever Marketing Granted Orders for flavored e-liquid pods (May 6)- ALL feature age-gatin
Slide 16: Remaining PMTAs: Narrative Framework
678 Remaining PMTAs: Narrative Framework $1MM $678MM >$2B Per-PMTA price (2025) Stand-alone portfolio 10-15 age-gated SKUs Single PMTA SKU sold to Big 678 PMTAs x $1M= 10X Comparable: Altria paid Tobacco for $1M in the last current market cap. Mgmt: $2.75B for NJOY in 2023 - only of three 2025 trans
Slide 17: Capital Structure and Insider Buying
Capital Structure and Insider Buying Large Management Stake Management and Founders own almost 50% of the company. Insiders have been buying in open market and participating in recent financings. https://www.bamsec.com/companies/1134765/charlies-holdings-inc 17
Slide 18: Executive Team Highlights
Executive Team Highlights OTCQB CHUC Leadership Backed by Industry Results Henry Sicignano Ill President e Former CEO, 22nd Century Group (NASDAQ: XXII), a public company focused on plant- based biotech. e Led strategic FDA engagement on PMTA and Modified Risk Tobacco Product (MRTP). e Former VP of
Slide 19: Executive Team Highlights
Executive Team Highlights OTCQB CHUC Leadership Backed by Industry Results Matt Montesano Chief Financial Officer e Former investment banker at KeyBanc Capital Markets (debt, equity, and M&A transactions). e Finance lead for L’Oréal’s Professional Products Division. e Oversees capital strategy, repo
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