ReGen III (GIII) Investor presentation summary

Investment highlights

• Commercializing patented technology to transform used motor oil into premium re-refined base oils, targeting high-value Group III segment.

• Disruptive business model with strong economics, high margins, and scalable operations.

• Positioned to benefit from market trends favoring sustainable, domestically produced base oils.

• Patent-protected process enables multiple growth pathways and commercial milestones.

Technology and process

• Proprietary, globally patented process converts used motor oil into high-quality Group II+ and III base oils.

• Multi-stage contaminant separation, molecular separation, and treatment units maximize yield and quality.

• Validated by extensive pilot testing and partnerships with world-class organizations.

• Over 50 issued or pending patents support competitive advantage.

Market opportunity and tailwinds

• Group III base oil demand is growing, with North America heavily reliant on imports (only 13% supplied domestically as of 2024).

• Group III commands a ~40% price premium over Group I/II oils.

• High-quality re-refined Group III base oil is underrepresented in the market, creating a significant supply gap.

• Environmental mandates and Scope 3 emission targets drive demand for sustainable solutions.