IsoEnergy (ISO) investor relations material

Strategic positioning and market outlook

• Focused on uranium exploration and development in tier-one jurisdictions: Canada, U.S., and Australia.

• Anticipates a significant global uranium supply deficit by 2040, with identified supply covering only 46% of projected demand.

• Portfolio diversified across near-term production, development, and exploration assets.

• Well-funded with pro forma cash of ~C$130M and equity holdings valued at ~C$48.4M.

• Backed by major sector investors, including NexGen Energy (~30% ownership).

Asset portfolio and development pipeline

• Near-term production potential from permitted, past-producing mines in Utah (Tony M, Daneros, Rim) with key permits and toll milling agreements in place.

• Tony M Mine: 6.6M lbs U3O8 indicated at 0.28%, 2.2M lbs inferred at 0.27%, with technical studies and bulk sampling advancing toward a production decision.

• Larocque East (Hurricane Deposit) in Athabasca Basin: 48.6M lbs U3O8 indicated at 34.5%, shallow depth, and ongoing expansion drilling.

• Wiluna Uranium Project (Australia): 69.1M lbs M&I at 403 ppm, 4.5M lbs inferred at 206 ppm, with offtake partner and central processing strategy.

• Call options on large undeveloped projects like Coles Hill (Virginia) and Matoush (Quebec), plus historical resources in Australia.

Exploration and growth initiatives

• Active exploration across 16 properties in the Athabasca Basin, with joint ventures and drilling programs targeting new discoveries.

• 2026 drill programs at Hurricane South Trend returned high-grade intercepts, expanding the resource footprint.

• Additional exploration and development projects in Quebec, Queensland, and South Australia, with significant historical expenditures.

• Evaluating further M&A opportunities and portfolio optimization through equity investments in uranium sector companies.