Altius Minerals Corporation · TSX:ALS
Altius Minerals — Q2 2026 Earnings Presentation
9 slides from Altius Minerals's earnings presentation, Aug 11, 2026
Slide 1: Q2 2026 Financial Results Conference Call
TSX: ALS | OTCQX: ATUSF Q2 2026 Financial Results Conference Call Electricity | Potash | Lithium | C l e a n S t e e l | Copper | Gold | Nickel
Slide 2: Forward Looking Statements
Forward Looking Statements This document includes certain statements that constitute “forward-looking statements” and The industry data and market information relating to, among other things, past, present and “forward-looking information” within the meaning of applicable securities laws (collective
Slide 3: Q2 2026 and Outlook – Operating Portfolio
Q2 2026 and Outlook – Operating Portfolio Q2 record royalty revenue of $30M (including $1.5M in interest income) in Q1 2026 with higher realized copper, potash and lithium prices and higher renewables revenue. Lithium contributions continue to increase with first revenue from Finniss, a mine re-star
Slide 4: Adjusted Net Earnings – Q2 2026
Adjusted Net Earnings – Q2 2026 Adjusted net earnings of $7.6 million or $0.14 per share after tax Net Earnings ($C) $7.6 $0.4 $2.0 $0.4 $0.4 $8.4 Net Earnings for FV adjustment Foreign Exchange Non-recurring Tax Impact Adjusted Earnings Common Shareholders of derivatives severance costs Total Incre
Slide 5: Altius and Northampton 50/50 JV ownership of GBR
Altius and Northampton 50/50 JV ownership of GBR Altius position increases from an effective 29% interest to 50% Funded from existing liquidity, including cash on hand (pre equity interest financing) and $100M draw on expanded credit facility. Current GBR team remains in place Altius purchase price
Slide 6: Balance Sheet
Balance Sheet Cash at June 30, 2026 of $143 million 1, PG public equities valued at $80M (excluding LIORC, which has a value of $145M at June 30) 400 Debt PG + LRC Equity Holdings Cash 300 294 200 143 100 13 16 22 133 37 109 16 117 122 15 113 109 86 89 89 89 87 80 54 52 56 50 0 2019 2020 2021 2022 2
Slide 7: Positive Results in Project Generation
Positive Results in Project Generation Market value of portfolio at June 30, 2026 of $80 million Net investment of $12.5 million during Q2 During the quarter the Corporation completed equity investments in TNR Gold Corp. of $4.2 million1 and Blue Moon of $2.3 million Junior Equity Portfolio Net Mone
Slide 8: Capital Structure
Capital Structure Dividend per Share ($C/share) $0.42 Capitalization Table $0.40 $0.36 Issued Common Shares1 58,748,220 $0.32 $0.30 Basic Market Capitalization1 $3.7 billion Cash2,3 $143 million $0.22 $0.20 PG Equities2 $80 million $0.19 $0.19 LIORC (TSX:LIF) Equity2 $145 million $0.13 $0.12 $0.11 T
Slide 9: Q&A
Q&A