Grid Metals Corp. · TSXV:GRDM
Grid Metals — Investor Presentation (January 2026)
24 slides from Grid Metals's investor presentation, January 2026
Slide 1: A Global Leader in Cesium Exploration & Development
TSXV: GRDM | OTCQB: MSMGF A Global Leader in Cesium Exploration & Development January 2026
Slide 2: Disclaimer
DISCLAIMER This presentation (“Presentation”) is being issued by Grid Metals Corp. (the “Company” or “Grid ”) for costs estimates and the potential for unexpected costs and expenses, physical risks inherent in mining information purposes only. Reliance on this Presentation for the purpose of engagin
Slide 3: The Falcon West Emerging Cesium Discovery
THE FALCON WEST EMERGING CESIUM DISCOVERY Unique critical minerals play with short-term re-rate potential “Exploring one of the “ world’s rarest metals! FOCUSED CESIUM OPPORTUNITY AT MB FALCON WEST WITH UPSIDE OPTIONALITY AT OTHER MINERAL PROJECTS “Cesium is a high-value, rare metal “ that is design
Slide 4: Why Buy? Unique critical minerals play with short-term re-rate potential
WHY BUY? Unique critical minerals play with short-term re-rate potential Rare cesium exposure: Near term catalysts: Re-rate potential: Unique exposure to a rare To establish a dominant Project grades and and tightly supplied metal position in the cesium market geometry compare defined as a critical
Slide 5: Leadership
LEADERSHIP ROBIN DUNBAR DR. DAVE PECK BRANDON SMITH ARIF SHIVJI President, CEO, VP Exploration and Chief Development Chief Financial and Director Business Development Officer Officer • Mr. Dunbar holds an M.B.A. from • Former VP Exploration for North • More than 15 years of experience • Seasoned fin
Slide 6: Capital Structure
CAPITAL STRUCTURE As of January 16, 2026 Significant Shareholders TSXV: GRDM OTCQB: MSMGF Primero Engineering Management & Board 4.3% 2.9% Share Price $0.14 Strategic Investor 9.9% Shares Outstanding (Basic) 233.0M Options/RSU/DSU 16.7M AMCI Group Warrants 0.1M 10.7% Fully Diluted Shares Outstanding
Slide 7: Cesium Market Overview
CESIUM MARKET OVERVIEW • Key uses include: energy, medical imaging, defense, and advanced electronics • Next-generation (Perovskite) solar cells represent a major emerging demand driver Petroleum Aerospace Military Applications: • Cesium feedstock (ore) is supply constrained Exploration Atomic Clock
Slide 8: Cesium Market – Valuable/Rare/In-Demand
CESIUM MARKET – VALUABLE/RARE/IN-DEMAND Cesium feedstock is supply-constrained and in high Cesium is rare and hard to find demand 1 USGS Mineral Commodity Summaries – Cesium Report (January 3 Only 6 cesium-bearing pollucite deposits are believed to have ever been discovered and only 3 mines have eve
Slide 9: Cesium Projects and Historical Pricing
CESIUM PROJECTS AND HISTORICAL PRICING PMET, Shaakichiuwaanaan Sinomine, Tanco Mine, Manitoba Deposit, Quebec (development) (producing) Power Metals, Case Lake Deposit, Ontario (development) Grid Metals, Falcon West Project, Manitoba (emerging) Emerging Producing Avalon, Lilypad Deposit, Ontario (hi
Slide 10: Falcon West Cesium Project Overview
FALCON WEST CESIUM PROJECT OVERVIEW An Emerging Cesium Discovery • 100%-owned project • The host Lucy South pegmatite is located 500 m off the Trans-Canada highway and sits 110 km from Winnipeg • Mineralization sits largely within 25 m from surface. Potential for quarry-style shallow open pit requir
Slide 11: Falcon West Upcoming Project Catalysts
FALCON WEST UPCOMING PROJECT CATALYSTS An Emerging Cesium Discovery January-February 2026: Release remaining Phase 1 drill results Q2 2026: Commence permitting/met work February-April 2026: Release Phase 2 drill Q3 2026: Targeting results initial cesium MRE TSXV: GRDM | OTCQB: MSMGF 11
Slide 12: Cesium Comparables
CESIUM COMPARABLES Successful Drilling Anticipated to Bring Significant Stock Re-rating MARKET CAP RESOURCE TAKEAWAYS 13 Kt @ 2.4% Cs2O Albemarle secured all cesium offtake from the project in Q4/2025; current $130M & 1.3% Li2O resource estimated to represent a fraction of annual global cesium deman
Slide 13: Upside Optionality at Grid's Other Mineral Projects
UPSIDE OPTIONALITY AT GRID’S OTHER MINERAL PROJECTS • Makwa nickel project: • Option & joint venture agreement with Teck Resources signed on December 12, 2024 • Teck’s focus is the discovery of high-grade, high-value nickel/copper deposits of global significance • Mayville copper project: • Signific
Slide 14: ESG Strategy
ESG STRATEGY Environment People Health and Safety ✓ Comprehensive environmental ✓ First Nation employment ✓ Strong internal safety systems in baseline work across properties opportunities place ✓ Low-impact surveying and use of ✓ Traditional land use studies ✓ Emergency response readiness existing r
Slide 15: Grid Metals: Investment Opportunity
GRID METALS: Investment Opportunity The current share price undervalues Grid’s emerging cesium discovery and existing mineral resources. Upside potential arises from: Emerging cesium discovery at Falcon West: Positive drill results position Grid as a leading cesium development company Upside optiona
Slide 16: Contact Us
TSXV: GRDM | OTCQB: MSMGF Contact Us T: 416-955-4773 Robin Dunbar, President, CEO & Director rd@gridmetalscorp.com Brandon Smith, Chief Development Officer bsmith@gridmetalscorp.com David Black, Investor Relations info@gridmetalscorp.com @GRIDMETALS @gridmetals @gridmetals @grid-metals-corp @GRIDMET
Slide 17: Appendix – Manitoba: A Premier Mining Jurisdiction
APPENDIX – MANITOBA: A Premier Mining Jurisdiction Manitoba: An established critical metals producer and home to 30 of the 34 minerals on Canada’s critical minerals list. Currently exporting lithium, nickel, and copper concentrates, and has a long history in prolific mining districts (Thompson Nicke
Slide 18: Appendix – Cesium Production Process
APPENDIX – CESIUM PRODUCTION PROCESS Ore sorting Cesium Mining using concentrate pollucite ore Crushing X-ray stockpile (1-10% Cs2O) transmission 10-20% Cs2O Transport Hydromet Convert to other Cesium process to cesium Global cesium chemical plant produce compounds market CsOH or Cs2CO3 (CsCl, CsI,
Slide 19: Appendix – Makwa: Teck Option & JV Details
APPENDIX – MAKWA: Teck Option & JV Details • The agreement grants Teck a two-stage option to acquire up to a 70% interest in Makwa by funding cumulative expenditures of CAD$15,700,000 and making staged cash payments of CAD$1,600,000 to Grid (CAD$1,000,000 can be completed through a subscription of s
Slide 20: Appendix – Makwa: Exploration Overview
APPENDIX – MAKWA: Exploration Overview • Grid consolidated the belt in 2023 with very limited deep drilling to date • Widespread mineralization with high-grade occurrences throughout the whole belt (e.g. 0.9 m at 10.9% Ni, 9.7% Zn, and 0.9% Cu at the Ore Fault deposit and 19.3% Cu grab sample from C
Slide 21: Appendix – Mayville: Overview
APPENDIX – MAYVILLE: Overview • Significant indicated open-pit resource of 32 MMt grading 0.61% CuEq* at Mayville deposit • Mayville (north arm) and Makwa (south arm) properties cover ~50 km of prospective strike length • Multiple deposits and many untested high-grade occurrences across the Mayville
Slide 22: Appendix – Mayville: Deposit Overview
APPENDIX – MAYVILLE: Deposit Overview M&I Classification CuEq % Cu % Ni % Co % Au g/t Pd g/t Pt g/t Resource Open Pit 32 Mt 0.61% 0.40 0.16 0.01% 0.05 0.13 0.05 HIGHLIGHTS Mayville Deposit • Pit-constrained indicated resource of 32 Mt grading 0.61% CuEq with favorable strip ratio of 3.2:1 • Metallur
Slide 23: Appendix – Donner: Mineral Resource Estimate
APPENDIX – DONNER: Mineral Resource Estimate Classification Inferred Resource Grade Deposit (Cut-Off Grade) (tonnes) (% Li2O) Main Dyke 1,145,000 1.48% Open Pit NW Dyke 955,000 1.36% (0.3% Li2O) Total 2,100,000 1.42% Main Dyke 3,669,000 1.45% Underground NW Dyke 1,042,000 1.11% (0.5% Li2O) Total 4,7
Slide 24: Appendix – Northern MELs
APPENDIX – NORTHERN MELS Northern Manitoba Exploration Licenses (“MELs”) • Grid’s greenfield nickel/copper exploration projects are located in northern Manitoba. • Extensive historical data for Fox River Belt has been compiled and interpreted using the Raglan model. • Recently completed deep-penetra