Skyline Builders Group Holding Limited · NASDAQ:SKBL
Skyline Builders — Kaz Resources Group — Investor Presentation (August 2026)
18 slides from Skyline Builders's investor presentation, August 2026
Slide 1: Generational Tungsten Supply
Generational Tungsten Supply INVESTO R PRESENTAT ION AUG UST 2026 kazresources.com 1
Slide 2: Important Note and Disclaimer
Important Note and Disclaimer KAZ Resources Group is the combination Cove Kaz Capital Group LLC and Kaz Resources LLC – Cove Capital portfolio companies – formed to develop critical mineral opportunities in Kazakhstan – hereinafter called KAZ Resources Group. • This presentation has been prepared fo
Slide 3: Key Highlights
INVESTMENT SUMMARY Key Highlights Reliable Ex-China Supply Low-Cost, Generational Strong Government Support Tungsten Asset Industrial & Commercial Interest China, Russia, and North Korea control Severniy Katpar plans to produce ~15% of Backed by up to $1.6B in potential EXIM and DFC ~87% of global t
Slide 4: Developing a Generational Tungsten Resource
KAZ RESOURCES AT A GLANCE Developing a Generational Tungsten Resource Positioned to become a global leader in the mining and processing of tungsten and other critical minerals, addressing urgent national defense and commercial requirements KEY MINE STATISTICS LISTING TIMELINE Kaz Resources Group hol
Slide 5: Kazakhstan: Resource-Rich Country, Strategic U.S. Partner
KAZ RESOURCES AT A GLANCE Kazakhstan: Resource-Rich Country, Strategic U.S. Partner 20.5M $344.3B 9th Population GDP (USD) Largest Country by Land Mass Established Mining Sector Kazakhstan has an established mining economy, ranking 13th globally among 70 mining countries by total solid mineral extra
Slide 6: Kaz Resources: Unique Critical Minerals Opportunity
INVESTMENT HIGHLIGHTS Kaz Resources: Unique Critical Minerals Opportunity Tungsten – Unprecedented Demand, Structural Supply Constraints 1 Rising demand from the defense, technology, and advanced manufacturing sectors, coupled with Chinese export bans and the depletion of global tungsten reserves, h
Slide 7: Kaz Resources Portfolio
INVESTMENT HIGHLIGHTS Kaz Resources Portfolio Northern Katpar & Upper Kairakty (Central Kazakhstan) The company acquired a 70 percent controlling interest in Severniy Katpar LLP, a joint venture with Kazakhstan’s national mining company Tau-Ken Samruk, which holds licenses to two tungsten deposits –
Slide 8: Why Tungsten Matters
TUNGSTEN – UNPRECEDENTED DEMAND, SIGNIFICANT SUPPLY CONSTRAINTS Why Tungsten Matters A rare, dense metal with the highest melting point of all metals and exceptional strength at high temperatures, properties that make it irreplaceable across critical use cases Broad Reach Across Critical Industries
Slide 9: Tungsten Market: U.S. Dependence on China
TUNGSTEN – UNPRECEDENTED DEMAND, SIGNIFICANT SUPPLY CONSTRAINTS Tungsten Market: U.S. Dependence on China China Export Controls • During 2023 – 2025, China enacted export controls on • According to the U.S. Geological Survey, China controls tungsten, rare earth elements, and other critical minerals.
Slide 10: Severniy Katpar LLP
SEVERNIY KATPAR – LOW-COST, GENERATIONAL TUNGSTEN ASSET Severniy Katpar LLP Two adjacent tungsten deposits in Central Kazakhstan, comprising one of the largest known tungsten reserves outside of China Resources Severniy Katpar LLP The two deposits contain a combined 1.4 million tonnes of tungsten tr
Slide 11: Tungsten Offtake Discussions
STRONG GOVERNMENT SUPPORT, SIGNIFICANT COMMERCIAL OFFTAKE INTEREST Tungsten Offtake Discussions Increasing U.S. demand likely to exceed planned production capacity Fortune 500 Buyers Kaz Resources Planned Maximum Production Discussions underway with U.S. government and leading defense, 12,000 tonnes
Slide 12: U.S., Kazakhstan Government Support
GOVERNMENT SUPPORT U.S., Kazakhstan Government Support Trade Advocacy Since 2023, the company has received formal U.S. commercial trade advocacy for its Kazakhstan mining business efforts. In January 2025, the outgoing Commerce Secretary for the Biden Administration announced a new, expanded trade a
Slide 13: Tungsten Development Timeline: 2026–2031
ANTICIPATED TIMELINE Tungsten Development Timeline: 2026–2031 2026 2027 2028 2029 • Northern Katpar DFS Funded • Complete Northern Katpar DFS • Break Ground and Construct • Break Ground Upper Kairkaty Mine • Commenced Northern Katpar DFS • Order Long Lead Equipment Northern Katpar Mine • Construct T
Slide 14: Proven Track Record, Critical Mineral Project Development
EXPERIENCED MANAGEMENT TEAM Proven Track Record, Critical Mineral Project Development Pini Althaus Dominic Heaton Ashley McAleese Executive Chairman Chief Executive Officer Chief Operating Officer Mining executive in gold, copper, lithium, and rare As former CEO of Masan Resources, led the developme
Slide 15: Appendix
Appendix 1 2 5
Slide 16: Definitive Feasibility Study
ENGINEERING STUDIES Definitive Feasibility Study In August 2026, the Company announced it engaged recognized global engineering firms (DRA Global, ERM, and Knight Piésold) to undertake the DFS on the Northern Katpar tungsten project in Kazakhstan held by Severniy Katpar LLP, in which Cove Kaz Capita
Slide 17: Ammonium Paratungstate (APT)
TUNGSTEN PRODUCT Ammonium Paratungstate (APT) APT stands for ammonium paratungstate, a white crystalline salt and the most important chemical intermediate used to make nearly all tungsten products. It acts as the primary bridge between raw mined tungsten ores and refined industrial metal powders. Ka
Slide 18: Investor Contacts
Investor Contacts Lynn Morgen lynn.morgen@advisiry.com Eric Prouty eric.prouty@advisiry.com 18
Kaz Resources Group — Investor Presentation (August 2026) on 6ix