Atome (ATOM) Investor presentation summary

Strategic positioning and market opportunity

• Positioned as a leading developer of low-carbon fertiliser projects, leveraging renewable power and proven technologies.

• Addressing the urgent need for sustainable food security as global population and fertiliser demand rise.

• Green fertiliser offers a scalable, cost-effective solution for food companies facing emission reduction pressures.

Flagship project and commercial model

• Villeta Project in Paraguay aims to be the world's largest low-carbon fertiliser plant, producing 260,000 tpa of Calcium Ammonium Nitrate.

• 100% of production contracted to Yara International under a 10+ year offtake, ensuring revenue stability.

• Project underpinned by a $465M fixed-price EPC contract and a 145MW baseload renewable power PPA.

• Significant CO2e displacement (up to 12.5 million tonnes over project life) and cost parity with traditional fertilisers.

Financial milestones and growth catalysts

• Nearing completion of $630M asset-level finance, with equity led by Hy24 and debt from major international lenders.

• All commercial milestones achieved; Final Investment Decision (FID) targeted for March 2026.

• Analyst price targets and valuation inflection expected at FID, with significant income generation from Year 1.