25 slides from Rok Resources, Inc. Class B's investor presentation, April 2026
Slide 1: Investor Presentation April 2026
INVESTOR PRESENTATION April 2026 A prospect-oriented oil & gas company, well-positioned to capitalize on the current commodity cycle TSX.V:ROK | OTCQB:ROKRF
Slide 2: Company Profile | Snapshot
Company Profile | Snapshot 2026E Guidance (US$75 WTI)1 3,475 $27.7 $20.4 $6.0 Average Production Funds From Operations2 Capex Net Cash (YE 2026) (boe/d) ($ million) ($ million) ($ million) Recent & Upcoming Announcements Production Profile (Current Field Production) Kaybob 3,000 boe/d 2026 Reserves
Slide 3: Company Profile | Capitalization
Company Profile | Capitalization Capitalization Summary 50-day Moving Average (April 7, 2026) $0.22 TSXV: ROK Basic Shares 217.8 mm Management & Board Options (Average Strike Price $0.28) 6.8 mm ~17% Fully Diluted Shares 224.5 mm Market Capitalization (Basic) $47.9 mm Market Capitalization (Fully Di
Slide 4: Solid Track Record of Execution and Value Creation
Solid Track Record of Execution and Value Creation Management brings a solid track record of execution and value creation through the development, from infancy to the successful divestitures, of four successive companies generating shareholder returns of 3x Management Track Record 4 Successive Compa
Slide 5: Company Profile | 2026E Corporate Guidance
Company Profile | 2026E Corporate Guidance US$70 WTI US$75 WTI US$80 WTI C$2.00 AECO C$2.00 AECO C$2.00 AECO Budget Highlights New Wells 10 gross (9.0 net) 10 gross (9.0 net) 10 gross (9.0 net) • 10 gross (9.0 net) wells drilled Average Production 3,475 boe/d 3,475 boe/d 3,475 boe/d • Peak productio
Slide 6: Reserves Summary | December 31, 2025
Reserves Summary | December 31, 2025 Corporate Reserves Summary 1 PDP 4.8mmboe Prob. Dec. 25 Apr. 26 7.3mmboe (24%) Pricing Pricing2 (38%) Oil Vol. Gas Vol. NGL Vol. Total Vol. Liquids NPV-1 0 NPV-1 0 PUD+PDNP mbbl mmcf mbbl mboe % $mm $mm 7.4mmboe (38%) PDP 2,643 9,906 454 4,756 65% $26 $48 PDP $26
Slide 7: Net Asset Value | December 31, 2025
Net Asset Value | December 31, 2025 N AV - 1 0% p e r S h a re v s . N AV - 1 0% p e r S h a re ( D e c e m b er 2 0 2 5 Pr i c i n g) 1 C u r re n t S h a re Pr i c e 1 $mm, except per share PDP 1P 2P Dec. Price Forecast $1.00 NPV-10% $26.1 $86.0 $164.2 Apr. Price Forecast 2 $0.82 Net Cash (Adjuste
Slide 8: Half Cycle Reserve Type Curve Economics
Half Cycle Reserve Type Curve Economics Glen Ewen/Steelman Pinto Dodsland US$70 WTI US$80 WTI US$70 WTI US$80 WTI US$70 WTI US$80 WTI C$2.00 AECO C$2.00 AECO C$2.00 AECO C$2.00 AECO C$2.00 AECO C$2.00 AECO Formation Frobisher Frobisher Midale Midale Viking Viking Well length 2 Legs 2 Legs Multi Leg
Slide 9: Locations | High Quality Drilling Inventory
Locations | High Quality Drilling Inventory Booked Target Gross # Drilling Core Area1 Formations Sections Avg WI% Locations1,2,3 Pinto/Oxbow/ Frobisher & 83 80% 72 Alameda Midale Frobisher & Gle n Ewen 14 96% 14 Midale Workman/ Frobisher & 27 66% 5 Gainsborough Midale ALAMEDA Cardium, Montney, Kaybo
Slide 10: Core Assets | Pinto Midale Open Hole Multi-Laterals (OHML)
Core Assets | Pinto Midale Open Hole Multi-Laterals (OHML) • Drilling inventory has been reconfigured to optimize the expected economic benefit of 2 - 4 leg wells • Bulk of costs incurred to initial casing point whereby adding extra legs has high probability to increase rates of return • Current opt
Slide 11: Core Assets | Frobisher Multi-Laterals
Core Assets | Frobisher Multi-Laterals • Unlock increased rates of return with 2 - 4 legs per well • Enhance expedited payouts with half cycle economics • Delineate staked targets 11 TSX.V: ROK
Slide 12: Core Assets | Stacked Potential
Core Assets | Stacked Potential Steelman 1390.00 Frobisher & State A Pinto 1380.00 Midale Vuggy & Marly Primary Target Secondary Target Glen Ewen Midale & Frobisher 1290.00 Workman – Winmore Frobisher & Alida 1150.00 1380.00 1190.00 1490.00 12 TSX.V: ROK 1510.00
Slide 13: Core Assets | OHML Unlocks Value & Inventory
Core Assets | OHML Unlocks Value & Inventory Well Type Frac’d OHML1 Frac’d OHML1 Wells per Section 5 3 Capital ($mm) $1.6 $1.4 NPV 10 ($mm) $1.5 $2.2 IRR (%) 103% 166% 1 2 3 4 5 1 2 3 Payout (years) 1.1 0.8 • OHML has royalty incentive to 56 mbbl • Cost savings opportunities from reduced surface req
Slide 14: Hedging Contracts
Hedging Contracts WTI Swaps AECO Swaps Month bbl/d C$/bbl mmbtu/d C$/mmbtu Apr-26 200 $103.50 1,373 $2.48 May-26 194 $107.71 1,354 $2.45 Jun-26 200 $102.68 1,317 $2.48 Jul-26 200 $112.54 - - Aug-26 200 $109.07 - - Sep-26 200 $106.22 - - Average 199 $106.95 1,348 $2.47 14 TSX.V: ROK
Slide 15: Catalysts | Why Invest in ROK Resources
Catalysts | Why Invest in ROK Resources We have consistently hit our targets and delivered results in line with our long-term strategy. We will continue to work hard to deliver material value to shareholders in 2026 and beyond. Strong Substantial Potential Free Proven Conservative High Quality Long-
Slide 16: Analyst Coverage | Independent Research
Analyst Coverage | Independent Research Kirk Wilson, CFA Bill Newman, CFA Adam Gill Managing Director, Research (Energy) Vice President & Senior Analyst Director, Energy Research kwilson@beaconsecurities.ca bnewman@researchcapital.com adam.gill@ventumfinancial.com 16 TSX.V: ROK
Slide 17: Disclaimer | General Advisory
Disclaimer | General Advisory This presentation includes information that constitutes “forward-looking information” or “forward-looking statements”. More particularly, this presentation contains statements by ROK Resources Inc. (“ROK” or the “Company”) concerning expectations regarding the successfu
Slide 18: ROK Resources Inc.
ROK Resources Inc. 1911 Broad Street Regina, SK S4P 1Y1 Phone: (306) 522-0011 Email: investor@rokresources.ca Website: www.rokresources.ca TSX.V:ROK | OTCQB:ROKRF
Slide 19: Appendix
APPENDIX 19) | TSX.V: ROK
Slide 20: Appendix I | Experienced Leadership Team
Appendix I | Experienced Leadership Team Co-founder of ROK Resources Inc., former President and CEO of Villanova 4 Oil Corp., Villanova Cameron Taylor Oil Corp. & Villanova Resources Inc. Mr. Taylor is a geoscientist with over 30 years of experience in Executive Chairman oil & gas exploration and de
Slide 21: Appendix II | Board of Directors
Appendix II | Board of Directors Cameron Taylor Chairman & Chief Executive Officer Geoscientist with over 30 years of international O&G experience with Pan Orient Energy, Orion Securities, Jeffrey Chisholm Bow Valley Energy, Canadian Occidental Petroleum (Nexen), PanCanadian Petroleum (Encana) and N
Slide 22: Appendix III | Asset Overview
Appendix III | Asset Overview Corporate Gross Acres: 356,123 Net Acres:168,413 Saskatchewan Gross Acres: 279,687 Net Acres: 122,363 >75% Crown Acreage Robust portfolio of prime acreage in core regions offers significant upside potential with numerous accretive drilling opportunities 22 TSX.V: ROK
Slide 23: Appendix IV | Kaybob Assets
Appendix IV | Kaybob Assets Alber ta Gross Acres: 75,394 Net Acres:46,024 Kaybob assets offer significant upside potential with rising commodity prices 23 TSX.V: ROK
Slide 24: Appendix V | Lithium Exploration
Appendix V | Lithium Exploration ROK’s lithium diversification is a highly opportunistic strategy, with access to untapped Lithium Land Positions lithium properties in Saskatchewan • ROK is a 16.47% shareholder and manager of operations of EMP Metals Corp. (CSE:EMPS)1 Land Positions • EMPS has >200k
Slide 25: Appendix VI | Preliminary Economic Assessment – Peer Comparison
Appendix VI | Preliminary Economic Assessment – Peer Comparison Our PEA results are best-in-class and rank Hub City Lithium’s resource as a leader amongst its peers Grade (mg/l Li) OPEX (US$/tonne) 128 $6,807 105 75 74 70 $3,899 $3,656 $3,319 $2,819 Hub City Lithium Peer 1 Peer 2 Peer 3 Peer 4 Peer