Next Edge CIA Disciplined Growth Portfolio · TSX:PCD.UN
Next Edge CIA Disciplined Growth Portfolio — CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through — Investor Presentation (2026)
36 slides from Next Edge CIA Disciplined Growth Portfolio's investor presentation, 2026
Slide 1: CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP
CMP Next Edge 2026 Critical and Follow Us Precious Metals Short Duration Flow-Through LP
Slide 2: Important Notes
Important Notes The “CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP“ or the “Fund”, or “CMP FT LP” or the “Partnership” means the “CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP”. Capitalized terms not defined in this presentation are d
Slide 3: Executive Summary
Executive Summary CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP (the “CMP FT LP” or the “Partnership”) is designed to provide significant tax benefits and capital appreciation through investments in flow-through shares of resource companies. Affiliates of CMP Next Ed
Slide 4: About Next Edge Capital Corp.
About Next Edge Capital Corp. Next Edge Capital Corp. (“Next Edge Capital”) is an investment fund manager and a leader in the structuring and distribution of alternative, private credit and value-added fund products in Canada. The firm is led by an experienced management team that has launched numer
Slide 5: Why Invest in the CMP Next Edge 2026 Flow-Through LP
Why Invest in the CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP Significant Tax Deductions and Tax Credits Experienced Team 1 One of the primary benefits of investing in flow-through 4 The Partnership will leverage the Portfolio Manager’s funds, such as CMP FT LP, is
Slide 6: The Case For Resources: Opportune Timing?
The Case For Resources Opportune Timing? The chart below illustrates the historical performance of gold (in USD) relative to gold equity exchange-traded funds, including the VanEck Gold Miners ETF (GDX) and the VanEck Junior Gold Miners ETF (GDXJ). Despite a significant increase in the price of gold
Slide 7: Gold Prices versus All-In Sustaining Cost
The Case For Resources Opportune Timing? Gold prices have shown a strong upward trend since 2019. The cost of gold miners (AISC - blue bars) has also risen, but at a more gradual rate to $1,605 per ounce in 2025. The growing gap between these two metrics represents the production margin, which has e
Slide 8: Weakening USD Promotes Higher Gold Prices
The Case For Resources Weakening USD Promotes Higher Gold Prices The United States dollar declined significantly in 2025, as the U.S. Dollar Index, which measures the value of the United States dollar against the currencies of major trading partners, fell by approximately 9% and, at times during the
Slide 9: Central Bank Buying Continues to Increase
The Case For Resources Central Bank Buying Continues to Increase A weaker United States dollar increases purchasing power for dollar-denominated gold, which the Manager believes, will encourage both institutional and retail investment. In addition, central banks continue to increase their physical g
Slide 10: Power Grid Demand From U.S. Data Centers
The Case For Resources Power Grid Demand From U.S. Data Centers The Manager believes that: Data centers are in a power and materials supercycle. U.S. data center power demand is set to almost triple by 2030, driving US DATA CENTER INVENTORY AND PROJECTED outsized consumption of steel, aluminum, GROW
Slide 11: Critical Minerals have Supply Chain Vulnerabilities
The Case For Resources Critical Minerals have Supply Chain Vulnerabilities China dominates global refining across critical minerals. China controls the majority of refining capacity for cobalt (77%), lithium (62%), graphite (87%), and rare earth elements (76%), creating a single-point-of- failure ri
Slide 12: The Canadian Opportunity
The Case For Resources The Canadian Opportunity “A 2024 analysis by BloombergNEF (BNEF) ranked Canada as the country with the highest potential to form a secure, reliable and sustainable battery supply chain. Canada’s consistent growth across the supply chain and its strong ESG credentials were cite
Slide 13: A Premier Investment Opportunity
The Case For Resources: The Canadian Opportunity for Resources and Critical Minerals A Premier Investment Opportunity The Manager believes that: Canada is one of the world’s most resource- rich nations, offering diverse natural resources including oil, natural gas, gold, and critical minerals. A sta
Slide 14: Canada's Critical Minerals Advantage
The Case For Resources: The Canadian Opportunity for Resources and Critical Minerals Canada’s Critical Minerals Advantage Canada is a Top 5 global producer of 10 key critical minerals: Potash, niobium, uranium, palladium, tellurium, indium, aluminum, platinum, titanium, and nickel. $1.9 billion was
Slide 15: Pre-Existing Infrastructure. Vast Critical Mineral Opportunity.
The Case For Resources: The Canadian Opportunity for Resources and Critical Minerals Pre-Existing Infrastructure. Vast Critical Mineral Opportunity. The Manager believes that Canada sits at the forefront of global critical mineral development, with a coast-to- coast network of mines, processing faci
Slide 16: World-Class Regulatory System
The Case For Resources: The Canadian Opportunity for Resources and Critical Minerals World-Class Regulatory System Canada leads in responsible resource development with strong 1 environmental protections, labor standards, and Indigenous partnerships1. Recent regulatory advancements improve project t
Slide 17: Diversification Benefits
The Case For Resources Diversification Benefits CORRELATION OF MONTHLY RETURNS FROM JANUARY 31, 1990 TO DECEMBER 31, 2025 The Manager believes investing in Goldman Sachs the Resource Sector offers important Barclays Global TSX S&P 500 Commodities diversification advantages within a Aggregate Index I
Slide 18: Inflation Hedge
The Case For Resources Inflation Hedge PERCENTAGE OF TIME ASSET CLASS GENERATES A POSITIVE REAL RETURN DURING ‘HIGH INFLATION’ ENVIRONMENTS** The Manager believes commodities have long been recognized as a reliable hedge against inflation, including*: In periods of rising inflation, tangible assets
Slide 19: CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP
CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP
Slide 20: Investment Objective and Portfolio Manager
CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP The Partnership’s investment objective is to provide Limited Partners with capital appreciation and a tax-assisted investment in a diversified portfolio (the "Portfolio") of Flow-Through Shares INVESTMENT of Resource Comp
Slide 21: Why Invest in the CMP Next Edge 2026 Flow-Through LP
Why Invest in the CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP Significant Tax Deductions and Tax Credits Experienced Team 1 One of the primary benefits of investing in flow-through 4 The Partnership will leverage the Portfolio Manager’s funds, such as CMP FT LP, is
Slide 22: About Palos Wealth Management
About Palos Wealth Management • Palos is registered as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer.1 Palos Wealth Management (“Palos”) is a Montreal- • Palos’ team has a deep understanding of the flow-through based wealth and investment management firm with market and a pr
Slide 23: Palos Wealth Management Team (Portfolio Manager)
Palos Wealth Management Team (Portfolio Manager) Charles Marleau is the co-founder and director at Palos, where he serves as Chief Investment Officer since 2021. Previously, Charles served as President and Chief Executive Officer of Palos from 2001 to 2021. He leads the management of the Palos Incom
Slide 24: Investment Approach
CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP The Partnership intends on pursuing the following approaches to achieve its Investment Objective: Focusing on resource opportunities that are supported by large and significant economic trends. Focusing on assets that hav
Slide 25: Investment Criteria When Selecting Resource Companies
CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP Investment Criteria When Selecting Resource Companies: • Resource Quality and Quantity: The potential investment • Market Conditions: The Partnership will evaluate current in question must have a demonstrated geological p
Slide 26: Flow Through Tax Deductions & Credits Eligibility
Flow Through Tax Deductions & Credits Eligibility Deductions and Credits Eligible for Federal and Provincial Purposes Canadian Exploration Expense – 100% Tax Deduction CMETC Critical Minerals Exploration Tax Credit (30%) OR METC Minerals Exploration Tax Credit (15%) Additional Provincial Credits Ont
Slide 27: Tax Tables: At-Risk Capital, Breakeven and Downside Protection
CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow- Through LP Tax Tables At-Risk Capital, Breakeven and Downside Protection AB BC MB NB NS NL ON PEI QC SK Highest Marginal 48.00% 53.50% 50.40% 52.50% 54.00% 54.80% 53.53% 52.00% 53.31% 47.50% Tax Rate Investment $1,000.00 $1,000.00
Slide 28: Historical Offerings of CMP Partnerships
Historical Offerings of CMP Partnerships Although historical returns can vary of significance, the overall tax-adjusted returns make a strong case for flow-through investment. After-Tax Rate of Re- Annualized After-Tax Pre-Tax Rate of Return Annualized Pre-Tax Partnership Initial Closing Date Gross
Slide 29: Previous Offering Portfolio Metrics
CMP Next Edge 2025 Critical and Precious Metals Short Duration Flow-Through Limited Partnership Previous Offering Portfolio Metrics of Previous Flow-Through LP Offering Sector Breakdown*** As of December 31, 2025 Total $ Amount Invested: $16,254,737 11% 3% 34% Gold 4% Copper AVERAGE $ WEIGHTED AVERA
Slide 30: CMP Next Edge Resource Class
CMP Next Edge Resource Class Top Performing Resource Rollover Fund CMP Next Edge Resource Class (the "Fund") seeks to provide long-term capital appreciation by investing primarily in Canadian listed resource companies with projects situated globally in jurisdictions outside of Canada that offer attr
Slide 31: Summary of Terms
Summary of Terms Series A limited partnership units (“Series A Units”) and Series F limited partnership units (“Series F Units”), collectively Securities Offered (the "Units”) Maximum Offering - $50,000,000 (2,000,000 Units) Offering Size Units Minimum Offering - $5,000,000 (200,000 Units) Price per
Slide 32: Appendix
Appendix
Slide 33: General Partner Management Team
General Partner Management Team Mr. Mark Goodman has over 25 years public and mining company experience. Most recently he was Presi- Mark Goodman dent of Dundee Corporation, a TSX listed public mining merchant bank, until December 2018. He has served on several public company boards and executive po
Slide 34: Notes and Assumptions
Notes and Assumptions Set out below are the facts and assumptions upon which the computed amounts in the tables are based and certain other related information: (1) The calculations assume that only Series A Units have been sold (i.e. no Series F Units are outstanding). The calculations also assume
Slide 35: Notes and Assumptions
Notes and Assumptions These calculations assume that the Partnership will realize sufficient capital gains to permit it to pay operating and administrative expenses in excess of those funded by the Operating Reserve. (4) Subject to Note (3), Agents’ fees and Offering expenses are deductible for the
Slide 36: nextedgecapital.com
nextedgecapital.com linkedin.com/company/next-edge-capital x.com/NextEdgeCapital NextEdgeCapital 18 King Street E, Suite 902 Toronto, ON M5C 1C4 416.775.3600 Toll Free: 1.877.860.1080 info@nextedgecapital.com