Falcon Energy Materials Plc · TSXV:FLCN
Falcon Energy Materials — Investor Presentation (2026)
27 slides from Falcon Energy Materials's investor presentation, Nov 3, 2026
Slide 1: Aiming to be the Go-To Natural CSPG Supplier
TSX-V: FLCN AIMING TO BE THE GO-TO NATURAL CSPG SUPPLIER INVESTOR PRESENTATION 2026
Slide 2: Cautionary Note Regarding Forward-Looking Statements
CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This presentation contains “forward-looking statements” or “forward looking information” within the meaning of applicable securities laws and other statements that are not historical facts. Forward-looking statements are included to provide inform
Slide 3: Why Invest?
Falcon Energy Materials THE LITHIUM-ION BATTERY SECTOR is projected to exceed USD $200 billion in value ( T S X .V : F L C N / / by 2030, with CSPG being a critical component for high-performance anodes OTCQB: FLCNF) is developing a natural NATURAL CSPG is less cost and energy-intensive to produ
Slide 4: Corporate Structure
CORPORATE Corporate Structure C A P I T A L S T R U C T U R E (1) MAJOR SHAREHOLDERS Listing / Incorporation TSX -V/ UAE La Mancha Fund 19.9% Phoenix Fund 11.5% Basic Shares Outstanding (M) 205.2 Argentem Fund 11.4% Options (M)(2) 19.8 Coris Bank 6.1% DSU’s (M) 1.1 Koramic Finance Company 4.7% Roths
Slide 5: What is Coated Spheronized Purified Graphite (CSPG)?
ABOUT CSPG What is Coated Spheronized Purified Graphite (CSPG)? CSPG A SPECIALIZED FORM OF GRAPHITE USED IN THE ANODES OF L I T H I U M - I O N B AT T E R I E S . I T ' S A K E Y C O M P O N E N T F O R A C H I E V I N G CONCENTRATE – H I G H P E R F O R M A N C E A N D L O N G L I F E I N T H E S E
Slide 6: The Role of Graphite
ABOUT CSPG The Role of Graphite A N O D E (-) 63 kg Lithium 120 kg Graphite (CSPG) OFTEN OVERLOOKED, 40 kg GRAPHITE IS THE PRIMARY Nickel A N O D E M AT E R I A L I N M O S T COMMERCIAL LITHIUM-ION B A T T E R Y. 15 kg Cobalt BYD HAN EV 15 kg C A T H O D E (+) Manganese SOURCE: Nexus PMG & Resource
Slide 7: Growing Applications for CSPG
ABOUT CSPG Growing Applications for CSPG CAGR Key Drivers 4% 8% Rapid EV adoption globally, policy incentives, ~18–25% 12% automaker investments $70-85 billion ~3–5% Steady demand for smartphones, laptops, wearables LIB market size (2024, USD) Growing renewable integration, grid balancing, ~20–30% 7
Slide 8: Industry Leaders Fully Recognize the Importance of China
THE MARKET Industry Leaders Fully Recognize the Importance Of China Executing to a Chinese standard is now going to be the most important priority. - Jim Farley, CEO Ford Cutting ties with China would be “unthinkable” - Ola Källenius, Head of Mercedes Benz C H I N A I S U N D E N I A B LY AT T H E F
Slide 9: Companies Attempting to Create Own Production Facilities to Undercut China
THE CHALLENGE Companies are Attempting to Create Their Own Production Facilities to Undercut Supply From China THE CHALLENGE: Nameplate Selected Peers Investment NG/SG Location Current Capacity Most lack the technology, partners and Capacity skills to CSPG quality requirements Nouveau Monde $911M NG
Slide 10: Collaboration is the Differentiator in Filling the Gap in the Global Supply Chain
THE SOLUTION C o l l a b o r a t i o n i s t h e D I F F E R E N T I AT O R i n Filling the Gap in the Global Supply Chain Our goal is to create a high-margin CSPG production business that sells to western end-users. We have assembled a unique consortium to FA LC O N ’ S leverage technical and comme
Slide 11: Unique Consortium Positions Falcon to Execute its Strategy
CORPORATE Unique Consortium Positions Falcon to Execute its Strategy FA L C O N E N E R G Y M AT E R I A L S L A M A N C H A | FINANCIAL PARTNER Abu Dhabi-headquartered, TSX Venture-listed Global investment firm of Naguib Sawiris focused on precious and industrial materials company aiming to build t
Slide 12: Working Together to De-risk the Graphite Supply Chain
CORPORATE W o r k i n g To g e t h e r t o D e - r i s k o f t h e G r a p h i t e S u p p l y C h a i n IP, CONSTRUCTION, OPERATIONS, LAND & UTILITIES WE ARE FOCUSED ON REFINING OVER MINING GRAPHITE TO FEEDSTOCK ANODE PLANT CONSUMERS MAXIMIZE MARGINS. OFFTAKE PARTNERS (TBD) R&D, QUALIFICATION, MARK
Slide 13: Falcon's Advantage: Lowest Capital Intensity Compared to Peers
CORPORATE F a l c o n ’s A d v a n t a g e : L o w e s t C a p i t a l I n t e n s i t y C o m p a r e d t o o u r P e e r s Nameplate Investment Selected Peers NG/SG Investment Capacity Intensity EDGE OVER PEERS: Nouveau Monde NG $911M 44kt $20,700/t FA LC O N ’ S U N I Q U E APPROACH POSITIONS US
Slide 14: Kingdom of Morocco is Poised to Become a Regional EV Powerhouse
MOROCCO Kingdom of Morocco is Poised to Become a Regional EV Powerhouse Morocco is a strategic location on global trade routes o Port of Tanger is largest port in the Mediterranean o Ports and transportation networks optimized for export and distribution of EV components. Free-trade agreements w
Slide 15: OCP Jorf Lasfar — the Ideal Location for the Anode Plant
SITE LOCATION OCP Jorf Lasfar — the ideal location for the Anode Plant LAND UTILITIES F R E E Z O N E S TAT U S HF AVAILABILITY AVAILABILITY AVAILABILITY Duty-free equipment imports and Large, contiguous plots ready for Power, steam and water Direct, on-site access to streamlined customs, cutting ca
Slide 16: Morocco Building its Automotive Industrial Ecosystem
MOROCCO Morocco Keeping an Eye on EV while Building its Automotive Industrial Ecosystem L E A D I N G E V M A N U FA C T U R E R S A N D SUPPLIERS IN MOROCCO: Morocco aims to increase EV production as part of its broader automotive industry strategy Launched its national electric mobility initia
Slide 17: Falcon's Pilot Plant in Jorf Lasfar, Morocco
MOROCCO PILOT PLANT F a l c o n ’s P i l o t P l a n t i n J o r f L a s f a r , M o r o c c o COMMISSIONING CSPG PRODUCTION LINE PILOT PLANT IN PRODUCTION RETHINKING THE GRAPHITE STORY TSX.V: FLCN 17
Slide 18: Fast-Tracking Towards Building Full-Scale CSPG Plant
MOROCCO CSPG PLANT F a s t - Tr a c k i n g To w a r d s B u i l d i n g F u l l - S c a l e C S P G P l a n t KEY FINANCIAL METRICS1 A N O D E P L A N T D E S I G N I N J O R F L A S FA R , M O R O C C O Capital Costs2 $86M Operating Costs2 $3,168/t Average Sales Price $8,300/t Target Production (A
Slide 19: 26ktpa CSPG Production Projections
MOROCCO ANODE PLANT 26ktpa CSPG Production Projections Construction period of 15 months Based on existing design of Hensen Weihai CSPG plant LEVERAGING EXISTING Processing flow sheet based on conventional Chinese, CSPG production methods EXPERTISE 26ktpa (1) of CSPG after final product has b
Slide 20: Executive Team
CORPORATE E x e c u t i v e Te a m B E N O I T L A S A L L E | FCPA, FCA, MBA M A T T H I E U B O S | MSc Chairman of the Board President and Chief Executive Officer Former Executive VP, Africa for Ivanhoe Mines; Founder, President & CEO of Semafo, Current President & Previously worked for BMO Capit
Slide 21: Milestones & Catalysts for 2026 and Beyond
CORPORATE Milestones & Catalysts for 2026 and Beyond Q3 ‘26 Q4 ‘26 Q1 ‘27 Q2 ‘27 FULL-SCALE STUDY PRODUCTION AGREEMENT EIA & PERMIT 26ktpa PARC X Geotech Construction of CSPG PILOT PLANT UPDATE UPDATE COMMENCE CSPG Financing Offtake Early Production & Offtake Agreement Construction Work COMPLETED …
Slide 22: Appendices
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Slide 23: The Making of an Anode
ABOUT CSPG The Making of an Anode CSPG PRODUCTION * Illustrative 20% Natural + 80% Synthetic * Natural graphite also requires Purification in this step before Coating & Baking SOURCE: Benchmark Mineral Intelligence 2025 RETHINKING THE GRAPHITE STORY TSX.V: FLCN 23
Slide 24: Abundance of Natural Graphite Feedstock Available Globally
ABOUT CSPG Abundance of Natural Graphite Feedstock Available Globally TOTAL CONCENTRATE PRODUCTION: 11% 14% GRAPHITE MINES AND 16% 39% PROJECTS EXISTS AROUND THE GLOBE, BUT 90+% OF 1.27 Mt 2.19Mt 2024A 2030E GRAPHITE IS PROCESSED IN CHINA… 73% 47% China Africa* RoW *Tanzania, Madagascar, Mozambique
Slide 25: 2024 Global Anode Industry
THE MARKET 2024 Global Anode Industry MARKET SHARE (% BY OPERATING REGION) = TOTAL = 1,960 KT C H I N A D O M I N AT E S 0% 20% 40% 60% 80% 100% DOWNSTREAM EV China Asia-Pacific Europe RoW B AT T E R Y S U P P LY CHAIN, A TREND W H I C H I S U N L I K E LY T O Natural Graphite (16%) CHANGE. Syntheti
Slide 26: CSPG Anode Plant Costs
MOROCCO ANODE PLANT CSPG Anode Plant Costs O P E R AT I N G C O S T S C A P I TA L C O S T S IN US$ PER TONNE CSPG Preliminary, General Earthworks and Power $466 LEVERAGING EXISTING $3M Terracing EXPERTISE Water $59 Civils, Architectural and Fencing $5M S I G N I F I C A N T LY Reagent $1,149 Struct
Slide 27: Abu Dhabi Office Contact Details
Level 7, Al Maryah Tower Al Maryah Island, Abu Dhabi United Arab Emirates FALCONEM.NET | TSX.V: FLCN
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