Metallium: Investor Deck - Canaccord Genuity Global Metals & Mining Conference

[Deven]

Metallium Presentation at Canaccord Genuity’s 5th Annual Global Metals and Mining Conference, Henderson, Nevada May 2026

https://hermes-cdn.investorhub.com/announcement-pdfs/asx/7547642.pdf?v=63946534870

https://investorhub.metalliuminc.com/announcements/7547642

 

[Deven]

New or evolving statements compared to previous decks or interviews:

Revenue:

• CEO 'forward looking' statements in interviews throughout 2025: "H1 2026"
• May 20, 2026 Investor Deck: "Q3/Q4 2026 - Targeting initial Commercial Revenue Generation"
• Slipping one to two quarters

FJH Revision-2 Prototyping:

• Nov 2025 CEO Interview: "we'll be prototyping Revision 2, which is a fully continuous design maybe starting in Q2 2026."
• May 20, 2026 Investor Deck: FJH Nexus (Revision 2) "Prototyping targeted to begin in Q4 2026"
• Slipping one to two quarters

Gallium & Germanium:

• CEO: “by Q3 2026, we're going to be commissioning our gallium germanium (2nd) line as well, probably …pushed out by maybe 6 weeks from when we start our printed circuit board line.”
• March 2026: "Metallium is evaluating the addition of a dedicated specialty metals recovery line at the Gator Point facility. This line would target semiconductor and technology metals including gallium, germanium and other critical metals from industrial scrap streams."
• No new info in deck

Parallel Processing:

• March 2026: "demonstration of three (3) FJH reactors operating in parallel, by June"
• May 20, 2026 Investor Deck: "Demonstration of multiple FJH reactors operating in parallel ... validating modular industrial scale-up"
• On Track

8000tpa:

• Nov 2025: CEO: "“Q3 2026, we hope to be at the Stage 1, 8,000 tonnes run rate."
• March 2026: "Ultimate Stage-1 capacity target by Q4 2026: ... approximately 8,000 tonnes per annum"
• May 20, 2026 Investor Deck: "Targeting system demonstration of ~8,000 tpa PCB e-waste processing capacity by Q4 2026."
• On Track

Other:

• Rice University - Ongoing R&D — direct REE separation via FJH. Metallium retains first rights to IP
• EXIM Bank / Dept. of Commerce - Active discussions on non-dilutive funding and multi-plant U.S. deployment strategy
• Dept. of Energy (DOE) - Applications in progress for critical mineral supply chain funding programs
• Analyst Coverage:
  • Canacord Genuity
  • Petra Capital
  • Peloton Capital
• SHAREHOLDER BREAKDOWN
  • Institutional Ownership ~30% (~ 20% U.S. Investors)
  • Top 20 Holders: ~58%
  • Board & Management ~10%
  • Total No. of Shareholders: ~5,803
• Anticipated Nasdaq uplisting of American Depositary Receipts (ADRs) by CYQ4 2026.
• Q1 2027 - Technology licensing deals (global & domestic USA); Update on U.S. site expansion plans

• Private strategic raise in Jan 2026 led by U.S. institutions for USD$53M at USD$0.59 /share (A$75M, A$0.84/share)
• Goldman Sachs market buys for USD$15M at $0.59/share cost average in Nov/Dec 2025.

 

[Deven]

"Revision-1" - Semi-Batch Reactor




Revision-2 "FJH Nexus" - Continuous Operation Reactor

 

[Deven]