ReGen III (GIII) OTCQB Venture Virtual Investor Conference summary

Company overview and technology

• Focuses on transforming used motor oil into premium Group III base oils using a patented, proven process.

• Delivers high-value, high-margin products at lower costs than virgin oil producers.

• Holds 32 global patents, providing a defensible market position.

• Technology enables circular economy by recycling hazardous waste into valuable lubricants.

• Team has deep industry experience and global relationships.

Market opportunity and industry trends

• Global demand for Group III base oils is rising sharply, driven by efficiency and emission standards.

• North America produces only 13% of its Group III needs, relying heavily on imports.

• Only 1%-2% of Group III supply is currently re-refined, highlighting a major market gap.

• Tariffs and policy shifts favor local, low-carbon supply, creating a multi-billion dollar opportunity.

• Group III base oils command a 40%-50% price premium over lower grades.

Competitive advantages and business model

• Produces premium Group III base oils with superior margins and lower costs.

• Offers a scalable platform for both greenfield and brownfield developments globally.

• Product validated by major industry players as the best re-refined Group III base oil.

• Feedstock (used motor oil) is abundant and cheaper than crude, supporting cost leadership.

• Model aligns with ESG mandates and regulatory trends toward decarbonization.