Interview with Brendan Yurik, CEO of Electric Royalties Ltd. (TSX-V:ELEC) Our previous interview: https://youtu.be/Rg25hBKISk8 Recording date: 31st May 2023 Electric Royalties (ELEC) is a royalty company that focuses exclusively on clean energy metals required for a sustainable future. The company has a portfolio of 22 royalties, two of which are currently in production. They primarily target deposits in North America, Europe, and Australia that have the potential to become domestic sources of clean energy metals. Over $400 million has been raised for the company's assets, which are being developed at no cost to Electric Royalties. The company focuses on de-risking its investments by targeting best-in-class assets, assessing projects based on various factors such as jurisdiction, capital expenditure, and development timeline. Electric Royalties aims to diversify its revenue streams by acquiring cash-flowing assets. Their goal is to achieve cash flow positivity and unlock the value of their portfolio, while also evaluating potential strategic partnerships or private equity investments that would provide a higher valuation for the company. 0:00 - Company overview 1:00 - Strategy as a royalty company in the current market environment 2:33 - Addressing the delays encountered by the company 6:16 - Reassessing the risk and near-term revenue component as a royalty company 9:58 - Confidence in their vetting capabilities as a royalty company 14:14 - Perspective on the rising CapEx and availability of capital 17:06 - Strategy for keeping ownership of the company 20:05 - Purpose of the company’s credit facility 22:16 - Possibility of putting out guidance for the market 24:03 - What to watch out for the rest of 2023 24:51 - Outro — Crux Investor is an investing app for busy people. For a small, monthly membership fee you’ll receive a single stock recommendation each month, curated by industry experts and presented in a clear and focused one-page memo. Head to Crux Investor to learn more and to sign up for your time-saving, stress-slaying membership today. Learn more: https://cruxinvestor.com Sign up for Crux Investor: https://cruxinvestor.com

Interview with Brendan Yurik, CEO of Electric Royalties Ltd. (TSX-V:ELEC) Our previous interview: https://youtu.be/Rg25hBKISk8 Recording date: 5th April 2023 Electric Royalties Ltd. is a mining royalty company that aims to take advantage of the worldwide transition to clean energy by buying royalties on the mines which supply clean energy commodities. Energy commodities include metals such as lithium, vanadium, manganese, tin, graphite, cobalt, nickel and copper, which saw increases of up to 400% in 2022. The company on the 6th of March 2023 announced that it had signed a binding letter agreement with Tartisan Nickel Corp. to acquire a 0.5% gross revenue royalty (GRR) on certain mining claims, mining leases and mineral tenures of the Kenbridge Nickel project in northwest Ontario, Canada. The agreement entails the payment of CAD$ 500,000 to Tartisan Nickel Corp. from Electric Royalties Ltd. and the issuing of 2.5 million common shares of the company. The company also has the option to acquire a further 0.5% GRR on the Kenbridge project for CAD$ 1.75 million for 18 months after the closing of the transaction. The company also has the option to acquire a 1% GRR on the mining claims, mining leases and mineral tenures comprising the Kenbridge North Nickel project for CAD$ 1 million within 24 months from the date Tartisan Nickel Corp. publishes an initial technical report of the project. Electric Royalties Ltd. on the 7th of March 2023 announced that Sayona Mining Ltd. (ASX: SYA) has voluntarily submitted its Authier Lithium project for an environmental impact assessment and review under the Québec Government’s BAPE-process (Bureau d'audiences publiques en environnement). The company also on the 3rd of April 2023, published an update to its current royalty portfolio, which included that the Authier Lithium project will soon be the 3rd producing royalty in the company’s portfolio. 0:00 - Company overview 0:53 - Situation of royalty companies in the current market conditions 3:17 - Perspective on the disconnect between companies’ sizes and the amount of capital invested in them 6:05 - Perspective on the value growth of the Graphite Bull Project 8:03 - Perspective on the dip of battery metals 11:32 - Current strategy in running Electric Royalties 15:07 - Thoughts about the credit facility taken in early 2023 and the cost of it 19:16 - Perspective on the company’s current share prices 20:40 - Comparing the Electric Royalties’ share prices with peers 22:13 - Possible catalysts for the company’s share prices 24:02 - Possible M&A actions for the company 25:03 - Perspective on the current market conditions 26:21 - Conversations with institutional funds 31:35 - Pointing where the investors should look at it when checking Electric Royalties 33:18 - Outro — Crux Investor is an investing app for busy people. For a small, monthly membership fee you’ll receive a single stock recommendation each month, curated by industry experts and presented in a clear and focused one-page memo. Head to Crux Investor to learn more and to sign up for your time-saving, stress-slaying membership today. Learn more: https://cruxinvestor.com Sign up for Crux Investor: https://cruxinvestor.com

Electric Royalties CEO Brendan Yurik joined Steve Darling from Proactive to share news the company is really starting to see some movement on projects in which it holds royalties. Yurik told Proactive the Authier lithium project is getting close to production as part of the nearby North American Lithium operation, where production has already begun. The company is also pleased to see resource upgrades for the Zonia and Millennium copper projects. #proactiveinvestors #electricroyaltiesltd #neo #snta #otcqb #sntaf #mining #tin #royalty #tantalum #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

Time Stamps below. Please like and subscribe! Electric Royalties is a royalty company with a growing portfolio of 21 separate royalties established to take advantage of the drive toward green energy and electrification. The Company is focused predominantly on acquiring royalties on advanced stage and operating projects to build a diversified portfolio located in jurisdictions with low geopolitical risk. The royalty model is an effective and intelligent way to diversify and reduce risk while still retaining exposure to the blue-sky upside that defines the resource sector. It trades under the ticker ELEC on the venture exchange and ELECF on the otc in the states. Time Stamps: 01:30: Elevator Pitch 07:00: Explanation of the different types of royalties there are and their benefits 10:00: Brenda’s due diligence and selection criteria 12:20: Type of project they focus on – mineral, grade, jurisdiction, management 14:30: When to invest in a pre-production company. 15:40: Sector agnostic? Fully thematic? Bull thesis on the sector. 17:00: Balancing Electric’s portfolio between minerals 18:50: Added complexities of investing in and valuating royalty companies. 21:15: Valuation metrics to judge royalty companies by 24:00: Jurisdictional preferences and why Electric ended up in Madagascar with Graphmada 27:00: Greening the supply chain 28:20: Highlighting some of his favourite projects 28:30: Authier 29:00: Seymour Lake 30:20: Rana Project 31:19: Mont Sorcier Vanadium 33:20: Global resource outlook 35:15: Middle Tennessee and Penouta – current revenue streams 39:50: Annualised Revenue Rate 41:00: How involved is Electric Royalties after the deal is done 42:10: How long till Electric Royalties hits its stride in terms of revenue 44:10: Brendan’s professional history 47:40: Ownership %s of Electric 49:00: Discussion of use of Electric Shares in deals 51:00: Share count and overhang 51:55: Cash on hand 52:20: 2023 Catalysts 54:15: Final word to Brendan Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

Interview with Brendan Yurik, CEO of Electric Royalties Ltd. (TSX-V:ELEC) Our previous interview: https://youtu.be/Ppj09CYn4E0 Recording date: 23rd November 2022 Electric Royalties Ltd. is a mining royalty company that aims to take advantage of the worldwide transition to clean energy by buying royalties on the mines which supply clean energy commodities. Energy commodities include metals such as lithium, vanadium, manganese, tin, graphite, cobalt, nickel and copper, which saw increases of up to 400% depending on the commodity in 2022. The company announced on the 15th of November 2022, that it had entered into an agreement with Strategic Minerals Europe Corp. to acquire a 0.75% gross revenue royalty (GRR) on the producing Penouta tin-tantalum mine, located in Spain. The GRR is to be acquired for a cash payment of CAD$ 1 million and the issuing of 500,000 common shares of Electric Royalties Ltd. The agreement will also enable Electric Royalties Ltd. to acquire an additional 0.75% GRR within the first 7 months after closing of the agreement for a cash payment of CAD$ 1.25 million. The gross revenue royalty is to reduce to 0.5% upon the completion of certain minimum payment requirements to Electric Royalties Ltd. The company also published an update to its royalty portfolio in October 2022, with highlights including the Cancet lithium project, on which the company holds a 1.0% NSR underway with advancing towards permitting through the completion of various environmental studies. The projects on which the company hold a royalty, are advancing towards production, permitting or feasibility studies. The 0.5% gross metal royalty Electric Royalties Ltd. holds on the Authier Lithium project, is set to place the company in a cashflow positive position in 2023. The project will be the only operating lithium mine in Canada and is set to commence production in Q1 2023. 0:00 - Company overview 1:09 - Thoughts on the general public’s understanding of battery metals royalty 2:45 - Expected time of getting recognition from the market 4:30 - Reason for the lack of attention toward battery metals royalty 5:17 - Explaining the thesis of the company to the potential investors 6:42 - Making the company defensible 7:33 - Options of the company for getting capital 8:36 - Reason for doing a battery metals royalty 9:20 - Getting the money to deploy capital for the deals 13:08 - Properly issuing guidance and valuing royalty companies 16:46 - Overview of the company's general plan 18:12 - Seizing the opportunity in the royalty space 21:56 - Outro — Crux Investor is an investing app for busy people. For a small, monthly membership fee you’ll receive a single stock recommendation each month, curated by industry experts and presented in a clear and focused one-page memo. Head to Crux Investor to learn more and to sign up for your time-saving, stress-slaying membership today. Learn more: https://cruxinvestor.com Sign up for Crux Investor: https://cruxinvestor.com

Electric Royalties CEO Brendan Yurik joined Steve Darling from Proactive to share news the company has signed an agreement with Strategic Minerals Europe to acquire a 0.75% Gross Revenue Royalty on the currently producing Penouta tin-tantalum mine in Spain. The Penouta Mine is currently the largest tin and tantalum producer in all of Europe. Yurik shares with Proactive the company will also have an option have an option to acquire an additional 0.75% GRR for the next 7 months. #proactiveinvestors #electricroyaltiesltd #neo #snta #otcqb #sntaf #mining #tin #royalty #tantalum #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews