American Atomics Inc. · CSE:NUKE

American Atomics — Investor Presentation (August 2025)

21 slides from American Atomics's investor presentation, August 2025

  1. Slide 1: From Rock to Reactor

    Ameratomics.com Investor Presentation 2025 CSE: NUKE | FWB: Q3B From Rock to Reactor Rebuilding America’s Domestic Nuclear Fuel Cycle

  2. Slide 2: Forward Looking Statement

    FORWARD LOOKING STATEMENT This presentation is for informational purposes only. It is not an offer for the purchase or sale of securities, and it is not intended to be relied upon. Although all information is derived from sources which American Atomics Inc, and its officers, directors and advisors beli

  3. Slide 3: Investor Highlights: Why Us?

    INVESTOR HIGHLIGHTS WHY US? HIGHEST-MARGIN SEGMENT OF THE FUEL A CLEAR PATH TO MARKET LEADERSHIP IN CYCLE THE MOST STRATEGIC SECTOR ON EARTH • Focused on conversion and enrichment — up to • We’ve built a capital-efficient, government-aligned 60% of total fuel value. strategy to take the most valuable

  4. Slide 4: The Problem

    “Most of the world’s reactors require enriched uranium, and here the U.S. is even more vulnerable. It has only one small commercial enrichment plant, and has relied heavily on enrichment services from Russia, France, Germany, the Netherlands and THE Britain. China also possesses significant enrichme

  5. Slide 5: Our Solution

    OUR SOLUTION We’re building the infrastructure to massively expand US nuclear fuel security across the full cycle. STRATEGIC PARTNERSHIPS: Leveraging the unmatched technical IP and operational experience of CVMR, a long-standing partner to the DOE, DOD, and Oak Ridge National Labs. PUBLIC + PRIVATE

  6. Slide 6: Rising Global Energy Demand

    RISING GLOBAL ENERGY DEMAND MARKET OPPORTUNITY GENERATIVE AI POWER DEMAND “The Grid is Under Pressure - AI and Electrification are Driving a Demand Surge U.S. data centers are expected to consume 9% of total U.S. electricity generation by 2030, double today’s levels.” - ELECTRIC POWER RESEARCH INSTI

  7. Slide 7: Market Opportunity: The SMR Revolution

    MARKET OPPORTUNITY The Small Modular Reactor (SMR) Revolution “Over 80 SMR designs are currently in commercial development and being actively marketed worldwide.” — WORLD NUCLEAR ASSOCIATION, 2024 “The global SMR market is forecast to reach $7 billion annually by 2030, with accelerating demand from

  8. Slide 8: Skyrocketing Uranium Demand

    SKYROCKETING URANIUM DEMAND MARKET OPPORTUNITY GLOBAL URANIUM SUPPLY VS. REACTOR DEMAND (2021–2035) “Demand is Outpacing Supply — Fast Global uranium demand is expected to jump 28% by 2030 — from 65,650 tonnes in 2023 to 83,840 tonnes. — WORLD NUCLEAR ASSOCIATION, 2023 “By 2040, analysts forecast a

  9. Slide 9: The Bottleneck In The U.S. Domestic Fuel Cycle

    MINING MILLING The Bottleneck In The U.S Domestic Fuel Cycle No One Can Ignore Conversion & Enrichment Conversion & enrichment are the most profitable CONVERSION ENRICHMENT stages of the fuel cycle. Up to 60% of total fuel cost comes from these two steps. It’s a $USD 13.8 Billion annual market.* Sou

  10. Slide 10: National Security Risk: Russian Dominance in Enrichment

    RUSSIAN DOMINANCE IN ENRICHMENT NATIONAL SECURITY RISK 28% UNITED STATES “Russia controls 22% of global uranium conversion capacity 27% and 44% of global enrichment capacity.” 6% RUSSIA GERMANY — WORLD NUCLEAR ASSOCIATION, 2023 7% “In 2023, the U.S. imported 27% of its enriched uranium from UNITED K

  11. Slide 11: Our Strategy

    1 ALIGNED WITH NATIONAL PRIORITIES • Supports HALEU production, SMR deployment, and grid-scale nuclear revival. OUR • Positioning for DOE grant eligibility under U.S. fuel cycle ownership requirements. • Helps close the enrichment and conversion gap now flagged as a critical national issue. STRATEGY

  12. Slide 12: Nuvemco

    COLORADO PLATEAU OUR ASSETS NUVEMCO The Blue Streak Project lies in the heart of Colorado’s prolific Uravan Mineral Belt, a historically productive uranium-vanadium district with over a century of mining pedigree. Encompassing approximately 919 acres within Nuvemco’s Bull Canyon claim block, the Blu

  13. Slide 13: UR Energy LLC Assets

    COLORADO PLATEAU OUR ASSETS UR Energy LLC Assets American Atomics holds an exclusive option to acquire 100% of the uranium and vanadium assets currently held by UR Energy LLC across the Colorado Plateau. These include 156 lode claims concentrated in historic production corridors in Montrose and San

  14. Slide 14: Kenora, Ontario, Canada

    ONTARIO, CANADA OUR ASSETS KENORA Richard Lake Mine Workings on Madison’s Claim 570145. American Atomics has optioned a 60% interest in a 39,850 ha regional scale, drill ready uranium project in Kenora, Ontario. We have recently completed an updated NI 43-101. The property contains past-producing Ri

  15. Slide 15: Technology, Milling & Enrichment

    HALEU-Ready Fuel Made in America. Technology, Milling & Enrichment Hub-and-Spoke Milling Strategy: One centralized, state-of-the-art uranium processing facility built in partnership with CVMR. Supported by satellite feed from regional mines (including our own and partners). Regional Miners and Explo

  16. Slide 16: Our Milling & Technology JV Partner

    Our Milling & Technology JV Partner. Technology, Milling & Enrichment CVMR : The Technical Backbone • CVMR is our strategic technology advisor and JV partner. • Operations in 20 countries. • Brings decades of experience with DOE, DOD, Oak Ridge National Laboratory, and Orano (France). • IP portfolio

  17. Slide 17: Government Support and Policy Tailwinds

    Technology, Milling & Enrichment Government Support and Policy Tailwinds The Department of Energy (DOE) has committed over $700 million to support domestic uranium enrichment and HALEU production. In October 2023, DOE announced plans to award $500 million in contracts to companies building HALEU sup

  18. Slide 18: Meet the Team: Leadership

    MEET THE TEAM LEADERSHIP Daniel Cruz CFO & Director 20 years of Capital Markets experience. One of Canaccord Financial"s youngest Investment Advisors to be appointed in a David Mitchell Senior role in 2010. Deal flows in excess of USD 100 Million. CEO & Director A financial industry professional wit

  19. Slide 19: Meet the Team: Advisors

    MEET THE TEAM ADVISORS Paul Szilagyi Adam Falkoff Advisor Advisor Mr. Szilagyi has 15 years experience in the U.S. mining Adam Falkoff has over 20 years of experience in public industry, specifically in uranium and vanadium. Paul is an policy, international relations, and business development, energ

  20. Slide 20: Contact Information

    CONTACT INFORMATION - GET IN TOUCH WITH US - EMAIL : [email protected] PHONE : “ FROM ROCK TO REACTOR ” +1 (416) 574-4818 CSE: NUKE | FWB: Q3B WEBSITE : Ameratomics.com CSE: NUKE | FWB: Q3B AMERATOMICS.COM 20 20

  21. Slide 21: Statutory Rights of Action

    STATUTORY RIGHTS OF ACTION In certain circumstances, purchasers resident in certain provinces of Canada, are provided with a remedy for rescission or damages, or both, in addition to any other right they may have at law, where a presentation and any amendment to it contains a misrepresentation. Wher

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