Mattr Investor Presentation MARCH 2026 TSX: MATR Forward Looking Information This presentation contains forward-looking information within the meaning of applicable securities laws. Words such as "may", "will", "should", "anticipate", "plan", "expect", "believe", "predict", "estimate" or similar terminology are used to identify forward-looking information. This forward- looking information is based on assumptions, estimates and analysis made in the light of the Company's experience and its perception of tre ...

Core Insights - SMX is redefining material efficiency as rising energy costs reshape global supply chains, turning material efficiency into a core driver of profitability and competitive advantage [1][2] - The link between energy and materials is becoming unavoidable across industries, with rising energy costs increasing the true cost of virgin materials [2][3] - The shift towards material efficiency is essential, as industries must do more with existing materials to remain competitive [3] Company Overview - SMX is positioned at the center of the transformation by embedding a persistent, verifiable identity into materials, enabling tracking, authentication, and optimization throughout their lifecycle [4][7] - The technology provided by SMX allows industries to reduce reliance on energy-intensive virgin inputs while ensuring high standards for recycled and reused materials [4][5] Economic Implications - Material efficiency serves as a powerful economic lever, allowing for reduced waste and more precise, accountable supply chains, while minimizing the energy burden associated with producing new materials [5][6] - As energy costs reshape production economics, the valuation and trading of materials are being redefined, with transparency and proof of quality becoming crucial [6][7] Industry Impact - SMX transforms materials into data-rich, traceable assets, enhancing transparency in supply chains and supporting efficient resource allocation across industries [7][8] - The ability to maximize the value of every unit of material is becoming a defining advantage in a world of high and fluctuating energy costs, positioning SMX as a foundational force in a more efficient and transparent global materials economy [8]

Core Insights - CPS Technologies reported its best revenue year in history for fiscal 2025, driven by strong product demand, higher shipments, and expanded production capabilities [5] - The company plans to relocate to a larger manufacturing facility to enhance operational efficiency and support future growth [9][12] Financial Performance - Fourth quarter gross profit was $1.2 million, representing approximately 14.6% of sales, a significant improvement from a gross loss of $0.3 million in the prior year [3] - Revenue for the fourth quarter reached $8.2 million, up from $5.9 million in the same quarter of fiscal 2024, attributed to strong demand and increased shipments [4] - Fiscal 2025 sales totaled $32.6 million, marking a strong recovery from the previous year [4] Cost Management - Selling, general, and administrative expenses were $1.3 million in the fourth quarter, an increase from $1.0 million in the prior year, but management noted that costs remained "fairly constant" through fiscal 2025 [1] - The company faced margin pressures due to rising gold prices, which have more than doubled over the past year, impacting gross margins [2][3] Balance Sheet and Capital Raise - A secondary offering in the fourth quarter raised $9.5 million in net proceeds, strengthening the company's balance sheet [7] - CPS ended the year with $4.5 million in cash and $8.8 million in marketable securities, with trade accounts receivable totaling $5.2 million [8] Facility Relocation and Capacity Expectations - CPS plans to relocate to a larger manufacturing facility to better meet demand, with the move expected to begin in several months [10][11] - The new facility is anticipated to provide operational efficiencies and additional capacity, with some space reserved for future opportunities [12] HybridTech Armor and Research Programs - CPS expects U.S. Navy-related orders for HybridTech Armor to resume in the latter half of the current calendar year, following the passage of the FY 2026 Defense Bill [13] - The company has received 13 awards from the Department of Defense or Department of Energy since re-engaging in government-funded R&D programs [14] Future Outlook - CPS anticipates 2026 to be a year of solid revenue as it completes the relocation and prepares for long-term growth [17]

Core Viewpoint - Betolar Oyj has qualified to trade on the OTCQX Best Market, enhancing its access to U.S. capital markets and providing opportunities for U.S. investors to engage with the company [1][2][3]. Company Overview - Betolar Oyj is a circular economy and materials technology company focused on transforming industrial sidestreams into low-carbon, cement-free solutions for the mining, metals, and construction industries [5][6]. - Founded in 2016 and based in Kannonkoski, Finland, Betolar is listed on the Nasdaq First North Growth Market [7]. Technology and Innovation - The company aims to accelerate industrial decarbonization by reducing CO₂ emissions and minimizing the use of virgin resources through innovative technologies, including proprietary metal extraction technology and Geoprime® geopolymer solutions [6]. - Betolar's technology recovers valuable metals from mine tailings and unused industrial sidestreams, creating new revenue streams while reducing environmental liabilities [6]. Market Access and Trading - Trading on the OTCQX Market provides companies like Betolar efficient and cost-effective access to U.S. capital markets, allowing them to utilize their home market reporting for U.S. investors [3]. - Companies must meet high financial standards and follow best practice corporate governance to qualify for OTCQX [3].

Core Insights - SMX has developed a global authentication engine that provides permanent, material-level identity for supply chains, addressing a critical flaw in various industries [1][3][6] - The technology enables materials to retain their identity through transformations, enhancing authenticity and traceability across sectors like gold, rare earths, and digital assets [2][3][5] - The simultaneous adoption of SMX's technology across multiple industries creates a compounding effect, strengthening the overall market dynamics [5][6][7] Industry Impact - SMX's technology resolves a systemic flaw in industries reliant on trust without verification, allowing for scientifically measurable claims in sustainability and authenticity [2][3] - The infrastructure value of SMX's solution is recognized as a structural upgrade across global systems, influencing how markets price the company [4][6] - The integration of verified data across sectors enhances the logic behind ESG standards and digital asset creation, creating a circular feedback loop that reinforces the value of SMX's platform [5][6] Market Dynamics - The market is currently in a recalibration phase, recognizing that SMX addresses a fundamental problem shared across multiple industries rather than isolated issues [7] - As industries realize the benefits of SMX's technology, the valuation logic is shifting, indicating a broader acceptance and integration of the solution [6][7] - The response from regulators, analysts, and commercial partners reflects a growing understanding of SMX's role as a catalyst for change in various sectors [6][8]

Core Insights - SMX is positioned as a leader in material traceability through its molecular marking technology, which embeds proof of authenticity directly into materials [2][4][11] - The company has transitioned from a niche player to a critical infrastructure provider as global demand for supply chain transparency and traceability has surged [3][12] - SMX's partnerships across various regions and industries demonstrate its capability to implement circular economy solutions and enhance material integrity [5][6][7][8] Company Overview - SMX operates in the truth business, focusing on embedding honesty into materials rather than merely participating in sustainability efforts [1][2] - The company's molecular marking technology allows for permanent identification of materials, ensuring traceability through every stage of production and recycling [2][4] Technological Advancements - SMX's platform connects to blockchain registries, creating self-verifying records for materials such as rubber, plastics, and metals [4][11] - The technology has been recognized by the London Bullion Market Association as a security feature for gold bars, enhancing the accountability of precious metals [9][10] Market Impact - The company has established significant partnerships, such as with A*STAR in Singapore and REDWAVE in Austria, to create national and regional circular economy platforms [5][6] - SMX's initiatives are being studied as models for circular economies across ASEAN, indicating its influence on regional sustainability practices [5] Future Prospects - SMX is redefining material valuation by creating a universal language for global trade based on chemical proof and blockchain technology [11][12] - The company is positioned to support businesses in transitioning to a low-carbon economy by providing access to its marking and tracking technologies [13]

Core Viewpoint - Plaid Technologies Inc. is clarifying its previous disclosures regarding its graphite/graphene technology, intellectual property, and supply plans following a review by the British Columbia Securities Commission [1] Technology and Supply Plan - The company anticipates that its current graphene inventory will sustain operations for approximately the next 18 months based on current usage forecasts [2] - As the inventory approaches depletion, the company will consider either purchasing additional graphene from the market or producing more graphene using its Expanded Graphite Technology and Graphene Conversion Technology [2] Patent Application Transfer Risks - The original patent applicant, Attimar, sold its patent application to Future Investments Holding OU (FIHO), which then sold it to the company. A promissory note issued by FIHO to Attimar remains outstanding, posing a risk that Attimar may not transfer the patent application unless the note is fully paid [3] - If the patent application is not transferred, the company will rely on its existing graphene inventory and Graphene Conversion Technology or market purchases, potentially affecting the timing, cost, and availability of future graphene supply [4] Company Overview - The company focuses on developing and commercializing graphene-enhanced concrete technology, refining proprietary technology for uniform graphene dispersion in cement, and advancing a patent application related to expanded graphite production for industrial use [5]

Core Insights - U.S. stock indices rose over 1.5% on August 22, 2025, following Federal Reserve Chair Jerome Powell's indication of a potential interest rate cut next month, leading to increased trader optimism and a notable rise in Wall Street [1][10] Investment Strategy - Investors are encouraged to consider low-leverage stocks such as NatWest Group, Sterling Infrastructure, Luxfer Holdings, Evercore, and Hillman Solutions Corp. as safer investment options due to their lower risk profile [2][10] - The focus on low-leverage stocks is based on the understanding that companies with excessive debt financing may face significant losses during economic downturns [5][6] Low-Leverage Stocks - Leverage refers to the practice of borrowing capital for operations and expansion, typically through debt financing, which can pose risks if returns do not exceed interest costs [4][5] - A lower debt-to-equity ratio indicates improved solvency and reduced financial risk for a company, making it a crucial metric for investors [7][9] Company Highlights - **NatWest Group (NWG)**: Announced a £140 million lending for essential upgrades to the UK's Haweswater Aqueduct, with a projected 20.1% sales improvement for 2025 and a long-term earnings growth rate of 10.9% [15][16] - **Sterling Infrastructure (STRL)**: Reported a 21% year-over-year revenue increase and a 40.8% surge in earnings per share for Q2 2025, with a projected 45.9% earnings improvement for 2025 [17][18] - **Luxfer Holdings (LXFR)**: Achieved a 5.8% increase in adjusted net sales and a 25% rise in adjusted earnings per share for Q2 2025, with a long-term earnings growth rate of 8% [19][20] - **Evercore (EVR)**: Reported a 20.7% increase in adjusted revenues and a 30.4% rise in earnings for Q2 2025, with a projected 15.9% sales improvement for 2025 [20][21] - **Hillman Solutions (HLMN)**: Experienced a 6.2% sales increase and a 6.3% growth in adjusted earnings per share for Q2 2025, with a projected 6.6% sales improvement for 2025 [22][23]

Core Viewpoint - Mattr Corp. has appointed Jane Skoblo as a director, effective August 13, 2025, facilitating a transition as current director Laura Cillis plans to retire at the next Annual General Meeting [1] Group 1: Appointment Details - Jane Skoblo will serve on both the Audit and Compensation & Organizational Development Committees [1] - The appointment is part of an orderly transition process within the company's board [1] Group 2: Ms. Skoblo's Background - Ms. Skoblo has extensive financial services experience across Canada, the USA, and international markets [2] - She previously held the position of Vice President, Digital Operations at Rogers Communications, focusing on digital transformation [2] - Ms. Skoblo has served as CFO for AMEX Bank of Canada and Global Rewards for American Express [2] - She has also held senior finance roles at CIBC and BMO, and was CFO and COO of two start-ups [2] Group 3: Current Board Positions - Ms. Skoblo is currently on the Board of Directors for Medavie, chairing the Audit and Risk Committee [3] - She serves on the Board of Teranet as Audit Chair and is also a board member of KOHO, a Canadian fintech company [3] Group 4: Previous Board Experience and Qualifications - Ms. Skoblo has been a board member for Allstate Canada, Logistec Corporation, and other organizations [4] - She holds a Bachelor of Business Administration from the Schulich School of Business and is a CPA with additional designations [4] Group 5: Company Overview - Mattr is a growth-oriented global materials technology company serving critical infrastructure markets, including transportation, communication, water management, energy, and electrification [5] - The company operates in two business segments: Connection Technologies and Composite Technologies [5]

Core Insights - Major U.S. stock indices experienced a decline of nearly 1% on August 5, 2025, due to weaker-than-expected services data and ongoing tariff uncertainties, particularly with Trump threatening tariffs as high as 250% on pharmaceuticals [1][10] - Despite market volatility, low-leverage stocks are highlighted as safer investment options during economic uncertainty, with specific companies recommended for their strong earnings growth and low debt levels [2][10] Market Overview - The U.S. stock market is currently facing challenges due to tariff-related uncertainties and weaker economic data, leading to a lack of confidence among investors [2][10] - The recent wave of corporate earnings that exceeded estimates has been overshadowed by tariff concerns, impacting overall market optimism [1] Investment Strategy - Investors are advised to consider low-leverage stocks as a protective measure against potential economic downturns, with a focus on companies that exhibit solid earnings growth and lower debt-to-equity ratios [6][9] - The debt-to-equity ratio is emphasized as a critical metric for assessing financial risk, with lower ratios indicating better solvency [7][9] Recommended Low-Leverage Stocks - **NatWest Group (NWG)**: Collaborating with Google Cloud to enhance growth, with a projected 20.1% sales improvement for 2025 and a long-term earnings growth rate of 10.9% [15][16] - **Zions Bancorporation (ZION)**: Reported a 9% year-over-year increase in net interest income, with a 5% expected earnings growth for 2025 [17][18] - **Luxfer Holdings (LXFR)**: Achieved a 5.8% increase in adjusted net sales and a 25% rise in adjusted earnings per share, with a long-term earnings growth rate of 8% [19][20] - **Kingstone Companies (KINS)**: Declared a quarterly cash dividend, indicating strong financial health, with a projected 37.9% improvement in both sales and earnings for 2025 [21][22] - **Ingredion Inc. (INGR)**: Reported a 1% increase in adjusted operating income, with a long-term earnings growth rate of 11% and a 1% sales improvement expected for 2025 [23][24]