Tactical Resources (TREO) Corporate presentation summary

Key investment highlights

• Holds a rare earth elements (REEs) mining asset with a strong U.S. geographic focus and an operational mine in Texas with proven REE tailings.

• Demonstrated testing results indicate high extraction rates and potential for future success.

• Management team has deep industry experience and a proven track record.

• Project enables reduced U.S. dependence on China for REEs, critical for semiconductors, EVs, robotics, and defense.

• Financial upside supported by low initial capital expenditures and established precedents.

Market and geopolitical context

• REEs are essential for AI, defense, EVs, robotics, and national security, with the U.S. heavily reliant on China for supply.

• U.S. government initiatives and legislation are driving domestic REE production and supply chain security.

• Global demand for REEs, especially for NdFeB magnets, is expected to outpace supply, with significant unmet demand forecasted by 2035.

• U.S.-based operations benefit from government grants, bipartisan support, and strategic advantages over foreign supply chains.

Project and operational overview

• Texas-based Peak Project is one of few hard rock direct-leach-extractable REE projects globally.

• Ownership of 1.5 million tonnes of already mined tailings/feedstock, with exclusive purchase option for the mining lease.

• Sierra Blanca Quarry is operational, providing infrastructure and a revenue stream from ballast sales.

• Initial extraction tests show TREE plus Yttrium extraction levels of 88%-93%, verified by qualified professionals.

• Project timeline includes technical work, scoping study, pilot testing, and plant construction toward commercialization.