Sunrise Energy Metals Limited · ASX:SRL
Sunrise Energy Metals — Investor Presentation (September 2026)
23 slides from Sunrise Energy Metals's investor presentation, September 2026
Slide 1: Scandium — critical by design
Scandium — critical by design September 2026
Slide 2: Disclaimer
Disclaimer Forward looking statements and forecasts mining and enter into any necessary off take arrangements with reputable third Feasibility Study for Syerston. Sunrise confirms that it is not aware of any new This Presentation contains certain “forward-looking statements” and comments parties. Al
Slide 3: Scandium - the technology enabler
Scandium - the technology enabler Scandium has emerged over the past decade as an enabler of key technologies: - Fuel cells are emerging as a clean, scalable and rapidly deployable solution to AI power generation - High frequency wireless networks are increasingly built on a scandium backbone - Aero
Slide 4: U.S. Department of War Funding
U.S. Department of War Funding The U.S. Department of War’s Office of Strategic Capital has announced a conditional loan commitment for up to US$400m for the Syerston Scandium Project Robert Friedland, Chairman • Transformational U.S. Government backing: 25-year conditional debt commitment for up to
Slide 5: Sunrise Energy Metals — at a glance
Sunrise Energy Metals — at a glance Syerston Scandium Project Project Status Corporate Finance and Strategic Investment The Syerston Scandium Project Fully permitted primary US$1.9bn U.S. Department of War’s Office of Strategic Capital has hosts one of the world’s largest and scandium mine market ca
Slide 6: Syerston — the world's first primary mine supply
Syerston — the world’s first primary mine supply Safe Jurisdiction Status Located in Australia Final Investment Decision with key permits in place scheduled for 2H 2026 Flow Sheet High Grade Reserves1 Extensive metallurgical 644ppm scandium grade in testing and piloting ore reserves, >2kt oxide Prod
Slide 7: Syerston — early works activities commenced
Syerston — early works activities commenced Land and key approvals Mineral Resources Updated feasibility Production targeted secured updated and defined study for 2H 2028 Completed Completed Completed Power and water Processing test Early site works options secured works and piloting commenced Compl
Slide 8: Scandium demand - the growing macro thematics
Scandium demand - the "The scandium market amounts to only a few dozen tons growing macro thematics annually, but the strategic stakes are massive. Securing technological overmatch for deterrence and for the next war requires assured control of the obscure industrial ecosystems that manufacture thos
Slide 9: Solid Oxide Fuel Cells and AI
1 Solid Oxide Fuel Cells and AI AI data center growth is driving demand for clean, rapidly-deployable power generation. Fuel cells operate independently of legacy grid capacity, accelerating development timelines, improving energy resilience and mitigating community opposition. Scandium-stabilized z
Slide 10: Aerospace & Defence
2 Aerospace & Defence Next-generation aircraft and Unmanned Aerial Vehicle’s (UAV) require advanced alloys that reduce weight while maintaining the strength needed for demanding missions. Additive manufacturing (3D printing) is making large in-roads to aerospace component manufacturing. AlSc powders
Slide 11: Wireless Communications
3 Wireless Communications With a 5x higher piezoelectric effect Scandium builds the connected world than competing materials, aluminum- scandium-nitride (AlScN) is the material Current 2026 – 2028 2030 – 2032 of choice in radio frequency (RF) filtering chips. Developing the next generation of wirele
Slide 12: Semiconductors
4 Semiconductors The extreme piezoelectric and ferroelectric properties of AlScN make it a strong candidate in next-generation Private investment in quantum technology start-ups is booming, driven by capital market deals memory chips, photo-optics, accelerometers, actuators, gyroscopes, optical sens
Slide 13: Scandium – servicing trillion dollar end markets
Scandium – servicing trillion dollar end Memory chips, markets photonics, quantum (emerging) 5G/6G wireless comms Restrictions on scandium supply have knock-on effects through highly strategic, Advanced alloys trillion-dollar end-markets. and components Fuel cells & AI power market Scandium chemical
Slide 14: The geopolitics of supply risk
The geopolitics of supply risk China produces over 85% of all refined scandium units globally. Global supply by source of production China has declared scandium a ‘dual use item’ and restricted exports of the metal since mid 2025 – export must be approved by China’s Central Military Commission Refin
Slide 15: Lockheed Martin Corporation Partnership
Lockheed Martin Corporation Partnership Sunrise and Lockheed Martin are cooperating to establish an Australia-US scandium supply chain to support Lockheed’s product development efforts. Lockheed Martin has secured an option to purchase the first 15 tonnes per annum of scandium oxide from the Syersto
Slide 16: Strategic Investment in Agni Semiconductor Inc
Strategic Investment in Agni Semiconductor Inc Our investment in Agni reflects the next step in Sunrise’s strategy of moving from a pure strategic metal producer to an active participant in the technologies that will shape future demand for scandium.” Robert Friedland, Chairman, Sunrise Energy Metal
Slide 17: Agni Semiconductor Inc – FeD for true compute-in-memory
Agni Semiconductor Inc – FeD for true compute-in-memory 7x faster 15x denser 200x lower power Stable 5-bit cell Voltage-switched write energy <50 fJ/bit Read/write latency vs. incumbent non- volatile memory (NVM) <0.2 um2 per bit, 10x smaller cell area No DRAM-style refresh than RRAM Sub-10 ns demon
Slide 18: Sunrise — building the supply chain
Sunrise — building the supply chain A large, scalable Servicing high growth, Targeted investment in resource base strategic markets the downstream INDUSTRY LEADERSHIP + • A multi-decade source of • AI, fuel cells, aerospace • Investing in partnerships scalable supply in a safe and defence, wireless
Slide 19: The Clonagh Trend Project, Cloncurry
The Clonagh Trend Project, Cloncurry Large Scale Position Maureen-Lola Target The Clonagh Trend JV, Cloncurry, Queensland Three Exploration Permits (EPMs) 4Q26 diamond hole campaign targeting covering 606 km2 and two applications Cu anomalism on the Gidyea Suture — a covering 90 km2 in the world-cla
Slide 20: Appendix
Appendix 20
Slide 21: Scandium — 101
Scandium — 101 Scandium (Sc), the 21st Consequently, scandium A lack of diversified supply Sc has a potent ability to element on the periodic has rarely been produced options, and concerns that transform the properties table, is the lightest via mining – usually production cannot scale of other elem
Slide 22: Corporate — overview
Corporate — overview Board and Executive Team Sunrise Energy Metals Limited1 ASX Code ASX:SRL OTCQX Code OTC:SREMF Shares on Issue 169.4M Share Price2 A$16.97 Market Capitalization2 A$2.86B Cash c. A$115M Robert Friedland Sam Riggall Stefanie Loader Peter Arnell Debt NIL Chairman and Managing Direct
Slide 23: sunriseem.com
Sunrise Energy Metals Ltd Investor Relations North Tower, 80 Collins Street Craig Sainsbury (Automic Group) Melbourne, Victoria, 3000 craig.sainsbury@automicgroup.com.au Media Ross Larsen (Thirty Three Communications) sunriseem@thirtythreecomms.com sunriseem.com
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