Clean Energy Transition Inc. · TSXV:TRAN
Clean Energy Transition — Investor Presentation (November 2026)
26 slides from Clean Energy Transition's investor presentation, November 2026
Slide 1: Launching TranFin, Energy-as-a-Service
Launching TranFin, Energy-as-a-Service Bringing the Transition to Canadian Homes November 2026 “TRAN” on TSXV
Slide 2: Legal Disclaimer
LEGAL DISCLAIMER. The information in this presentation (the “Presentation”) has been prepared by Clean Energy Transition Inc. (“TRAN” or the “Company”) for informational purposes only. Cautionary Note Regarding Forward-Looking Information and Statements. This Presentation contains forward-looking in
Slide 3: TRAN has potential batteries + solar panels in the ground
TRAN has potential batteries + solar panels in the ground… …TranFin will get these upgrades into Canadian homes Since its pivot, the company has focused on opportunities across the energy transition Low-impurity Low-Carbon Nickel Silica/Quartz Aurora Nickel Project- Ontario Two high-quality deposits
Slide 4: TranFin- Investment Highlights
TranFin- Investment Highlights TranFin funds and owns residential Energy Assets, starting Owned residential energy infrastructure with batteries and expanding to solar and heat pumps. Energy-as-a-Service / TPO model Homeowners host assets and pay predictable long-term service fees. TranFin monitors
Slide 5: The problem: proven technology but hard purchase decision
The problem: proven technology but hard purchase decision Residential batteries, solar and heat pumps are proven technologies, but adoption remains slow because the customer experience is built around a large and complicated purchase decision. CURRENTLY- Homeowners face three main barriers: High upf
Slide 6: TranFin Overview- Residential Energy-as-a-Service (EaaS)
TranFin Overview- Residential Energy-as-a-Service (EaaS) TranFin is an asset owner and operator, not a financing platform. Homeowners Installer-Partners Senior Lenders Service Providers • Develops, owns and operates distributed residential energy systems across Canada • Initial focus, with the Pilot
Slide 7: How TranFin makes money
How TranFin makes money Objective is to own residential Energy Assets that generate long-term subscription revenue. 1. TranFin funds and owns the 2. Installer installs and services 3. Homeowner pays a monthly asset the asset hosting service fee TranFin pays for eligible residential Qualified install
Slide 8: TranFin Unit Economics
TranFin Unit Economics ILLUSTRATIVE Small TRAN equity contributions lead to long-life, contracted margin. Battery Solar Reference Project: 9.6 kW / Combo 10 kW 16 kWh Installed Cost: $15.3K $22.7K $41.4K Senior Debt: $8.8K $13K $23.8K Potential CT-ITC Monetization: $4.2K $6.3K $11.4K TRAN Equity: $7
Slide 9: Why Now?
Why Now? Simplicity $10.9B Ontario energy-efficiency Energy-efficiency framework + $15K influenced 61% of federal heat-pump home purchase Affordability Incentives grant but… only 27% decisions. of homeowners are aware Plus, 30% CT-ITC open to business but not homeowners* Resilience Electrification 8
Slide 10: Will this continue?
Will this continue? Climate Change drives …but the Extreme Weather is Canadian Insurers averaged $400M/yr in Extreme Weather general averages up… driving immediate change claims 1983-2008, $2B/yr avg since 2009. Without dramatic adjustment, temps will +2.5°C & sea levels +30cm vs pre-industrial leve
Slide 11: Battery- the initial Pilot Phase focus
Battery- the initial Pilot Phase focus Residential batteries are early-stage in Canada, but the need is becoming more obvious. • Grid-scale storage is scaling fast • Canada’s energy storage base is growing quickly, with grid-scale storage expected to expand materially over the next several years. •
Slide 12: Product Scope
Product Scope Pilot Phase: residential batteries, focus on Maritimes, one Installer-Partner. Battery storage: backup power, resilience and future grid-services optionality Energy-as-a-Service Solar PV: energy bill offset and long-life Hosting Agreement + Upgrade Addenda generation asset with each Ho
Slide 13: Canada's Addressable Market- huge potential
Canada’s Addressable Market- huge potential 10M owner- 66.5% Initial Target: homes with occupied Homeownership* suitable roofs, panels, electrical Households capacity or heat pump potential. 17.2M Dwellings Technical Viability (2024) Credit Qualification Average or Above Average Credit Scores. 6M In
Slide 14: Customer Value Proposition
Customer Value Proposition A simpler path to lower-cost, resilient home energy without a large upfront purchase CURRENTLY Cash Purchase Customer-financed Energy-as-a-Service Monthly Cost None, full upfront $$ $ Ownership Customer Customer TranFin TranFin monitors, Monitoring & Customer Customer serv
Slide 15: Installer-Partner Value Proposition
Installer-Partner Value Proposition Create repeatable project flow Standardized documents, customer screening, technical requirements and portfolio reporting- intended to make projects easier to approve, install and scale. Keep installers focused on installation & service They originate, install and
Slide 16: Underwriting and Customer Quality
Underwriting and Customer Quality Technical Ownership Credit Governance • Site visit and • Homeownership / • Initial credit • Standardized complete property interest guardrail: contracts, PAD suitability verification minimum portfolio authorization and screening score of 660 or ongoing completed pri
Slide 17: Why this team can build residential EaaS in Canada
Why this team can build residential EaaS in Canada Sean Samson- President & CEO: public-company builder and capital markets leader. Leads strategy, capital formation and execution. François Cartier- Board Director: direct energy-sector experience, directly relevant to utility relationships, regulato
Slide 18: Pilot Phase- Workplan
Pilot Phase- Workplan Target Milestones: • Complete Private Placement Financing Complete • Finalize all Project documentation Complete • Finalize identification of Pilot Projects, contract Homeowners Underway • Complete Installation of Pilot Projects, compensate Installer-Partner ~Q4 2026 • Begin co
Slide 19: How We Will Judge the Pilot Phase
How We Will Judge the Pilot Phase… ❑ Projects originated and installed on schedule ❑ Customer credit and technical underwriting performs as designed ❑ Subscription billing and collections operate reliably ❑ Assets are successfully monitored through TranFinHub ❑ Installer servicing and warranty proce
Slide 20: …with Detailed Validation
…with Detailed Validation TranFin is starting with a Pilot Phase to validate the model before scaling. 1. Pilot Financing Completed $420K raised for Pilot Launch 2. Finalize installer 7. Maintain compliance arrangement discipline Sunly chosen as Pilot Track ownership, installer Installer-Partner con
Slide 21: Preparing for TranFin's Ramp Phase
Preparing for TranFin’s Ramp Phase Alongside Pilot execution, TranFin is developing the commercial and financing relationships needed to support expansion in 2027. Equipment Suppliers Installer-Partners Financing Partners Advancing supply, warranty Engaging established Pursuing senior lenders and an
Slide 22: After Pilot, move into Ramp Phase
After Pilot, move into Ramp Phase * * Management target, subject to securing financing (including Senior Debt), customer demand, equipment availability and successful portfolio deployment. Not a forecast of committed investment. 22
Slide 23: TRAN on TSXV C$1.7M Equity Value
“TRAN” on TSXV C$1.7M Equity Value 7-day moving avg C$0.04 / share as of October, 2026 Current market capitalization reflects limited value for existing mineral assets and no established value yet for TranFin. Low-carbon Nickel Low-impurity Silica/ Quartz TranFin- Energy-as-a- Service + Add’l Transi
Slide 24: Why TRAN can do TranFin, and…
Why TRAN can do TranFin, and… Two years since TRAN’s Pivot, spent Knowledge and Expertise evaluating opportunities Start small, test the across Management & Board model, then scale. Team Disciplined Transition Experience Pilot Phase Focus Asset Installer- Strategic Link PublicCo Owner mindset led en
Slide 25: …why the Market is ready, now
…why the Market is ready, now Households want more control over monthly bills. Rising Energy Costs New generation takes years More demand is hitting to permit and build. aging infrastructure. Supply Grid Under- Constraints investment Team Disciplined Transition Experience Pilot Phase Focus Asset Ins
Slide 26: Summary- call to action
Summary- call to action TranFin’s residential EaaS platform turns clean-energy upgrades into owned, contracted infrastructure assets. Opportunity Proven technologies, but upfront cost and complexity still slow residential adoption. Model TranFin funds and owns Energy Assets; homeowners pay long-term
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