Constanta Capital

This weekend, we wrapped the annual @AtlanticOneFi Investment Summit in Mallorca, Spain. 12 companies. 35 investors. 3 days of focused networking and company presentations. @ConstantaCap was proud to return as media partner for the second year. Interviews with the companies’ CEOs and representatives will be released over the next two weeks. The team: Amie Lauder | Mathieu Giusti | Michel Cornis | Tetiana Konstantynivska Sponsors: John Kirk @HaywoodSec | @e3lithium Constanta Capital: constantacapital.ca Atlantic One Financial: atlanticonefinancial.com

“Dr. Copper is breaking out.” @IanHarrisMining joins @DanielaCambone to outline a tightening copper market, with global inventories sitting at ~2 weeks of supply. Mocoa is one of the largest undeveloped copper systems globally (1.1+ billion tonnes), a rare, district-scale asset with the size and grade to matter in a structurally undersupplied market. Watch the full interview: youtu.be/BQDjZ2Y2j10?si… $CGNT.V $LBCMF @ITMTrading @Frank_Giustra

Frank Giustra and @IanHarrisMining sat down with @JeremySzafron at PDAC 2026 to talk about the coming copper squeeze and why the market may still be underestimating it. Key takeaways from the conversation: • A major infrastructure disruption in the DRC recently exposed just how fragile global copper supply chains can be. The DRC is one of the world’s largest copper producers. • Copper demand is accelerating as electrification, AI data centers, and aging power grids drive a structural increase in energy infrastructure investment. • Very few large, near-surface copper deposits remain undeveloped globally — making Tier-1 assets increasingly strategic for future supply. • Recent industry transactions have highlighted a significant valuation gap between the price paid for copper resources in acquisitions and where many large copper deposits currently trade in public markets. As Frank Giustra puts it: the majors will need to replace reserves and there aren’t many places left to look. Watch the full conversation: youtu.be/0SJe0dLzNKA?si… $CGNT.V $LBCMF

“Last year was the year of bullion. This year will be the year of precious metals equities.” I sat down with Shawn Khunkhun to break down why he believes 2026 will be the year mining stocks finally catch up to the metal price rally. @SilverVarden @ShawnKhunkhun

At PDAC 2026 with our largest shareholder, Frank Giustra, at the Copper Giant booth. Copper demand keeps rising. Supply isn’t. AI, electrification, grid upgrades are all copper intensive. Meanwhile, very few large-scale projects are moving forward globally. That’s why Mocoa matters. ✅ 1.1B-tonne resource. ✅ 23,000-metre drill program underway. ✅ District-scale potential. Booth #3128. Come see the core and decide for yourself. $CGNT.V $LBCMF

“Copper is next.” Our largest shareholder, Frank Giustra, breaks down recent market volatility and why copper may be entering the next phase of the cycle in a recent @KitcoNewsNOW interview. Watch: youtu.be/h8VfuKlED6o?si… $CGNT.V $LBCMF

A full room for the Copper Giant’s stage presentation at VRIC in Vancouver following the updated MRE, alongside a big turnaround at the booth, with Mocoa joining a very small group of near-surface copper systems worldwide that exceed 1B tonnes. Increasingly, investors are positioning early around copper, viewed by many as the next silver in the cycle. $CGNT.V $LBCMF

Contango ORE and Dolly Varden Silver Announce Merger to Create a New North American High-Grade, Mid-Tier Silver & Gold Producer and Developer NR Link: dollyvardensilver.com/contango-ore-a… $DV.V $DVS $CTGO

Frank Giustra Increases His Position in Copper Giant Copper Giant is pleased to share that our major shareholder, Frank Giustra, has increased his ownership from 11% to 13.27%, purchasing additional shares on the open market. “My continued investment in Copper Giant is driven by the outsized potential I see at Mocoa. Tier-one copper deposits are rare, and the world needs them now more than ever. I’m confident the company is unlocking long-term value for shareholders.” — @Frank_Giustra $CGNT.V $LBCMF

NEWS — NOVEMBER 24, 2025 — Copper Giant Announces Updated Mocoa Inferred Mineral Resource of 1.1 Billion Tonnes at 0.51% CuEq* (0.31% Cu and 0.039% Mo) “Mocoa has now joined a very small group of near-surface copper systems worldwide that exceed a billion tonnes — and we’re still drilling at the edges,” said @IanHarrisMining, President & CEO. READ: coppergiant.co/copper-giant-a… $CGNT.V $LBCMF

President & CEO of Copper Giant, @IanHarrisMining, sits down with @davidlin_TV to unpack what’s behind the company’s 77% surge since September. Watch now: youtu.be/wxykw0_9WoA?si… $CGNT.V $LBCMF

Shawn Khunkhun is back. We break down what’s really happening in gold & silver, why institutional money is circling, and how Dolly Varden is positioning for the next leg up. Are we in the early innings of this precious metals cycle? Shawn thinks so. @SilverVarden @ShawnKhunkhun

GDX finally getting back to its old 2011 high, gold was $1900, early days in this next cycle

Copper Giant was recently invited to the U.S. Embassy in Colombia to discuss the strategic importance of the Mocoa Project. Key takeaways for investors: - President & CEO, Ian Harris, with 25+ years of experience in Latin America, notes this is his first embassy call, a clear signal of U.S. interest. - The U.S. is actively seeking secure critical metals supply chains, with refined copper made in the United States. - Colombia is already a key U.S. partner, with $36.7B in two-way trade in 2024 and a $1.3B trade surplus for the U.S. This engagement highlights a potential pathway for Mocoa into U.S. supply chains, at a time when China controls ~60% of the world’s copper supply. “The meeting at the embassy signals that the US is serious about building a secure critical metals supply chain,” said Ian Harris. Read more here: thenewswire.com/press-releases… $CGNT.V $LBCMF

Drill results so sweet, they belong in a berry patch. El Quevar just delivered a record-breaking hit — 18,467 g/t Ag over 1.05m within 40m of 1,026 g/t Ag. That’s what we call berry, berry high grade. Read the news release here: argentasilver.com/argenta-silver… @TheRealGeoJo $AGAG.V $AGAGF

Argenta Silver Drills 1,026 g/t Silver over 40 meters, including 18,467 g/t Silver over 1.05 meters on its Drill Program at El Quevar Project These results confirm the presence of multiple high-grade silver intervals within the Yaxtché Deposit, including an exceptionally high-grade intersection, with one sample returning 18,467 g/t Silver over 1.05 meters, surpassing the historic maximum from drill core samples at El Quevar. 🔗 Read the full news release: newswire.ca/news-releases/… $AGAG.V $AGAGF

The Argenta team has been doing heavy lifting and unlocking the potential of one of Argentina’s most exciting undeveloped silver systems. Read the news: argentasilver.com/argenta-silver… $AGAG.V $AGAGF @TheRealGeoJo

@SilverVarden 🙋🏻‍♀️

'How many of you own Dolly Varden Silver?' CEO Shawn Khunkhun at the 2025 Rick Rule Symposium $DV.V $DVS

Today, don’t miss a special joint presentation from Copper Giant and Argenta Silver at the Rick Rule Symposium in Boca Raton, Florida. * Wednesday, July 9 * 5:10–5:30 p.m. ET * Breakout IV – Salon G Ian Harris, President & CEO of Copper Giant, and Joaquin Marias, President & CEO of Argenta Silver, will take the stage together to discuss how their companies are unlocking value in two of the most exciting copper and silver districts in the Americas. Come meet the teams at Booth #36 and learn more about the latest developments, including the Mocoa and El Quevar projects. We look forward to connecting with you! $CGNT.V $LBCMF

The Copper-Nickel Story to Watch in Africa At the @AtlanticOneFi Investment Summit, Constanta Capital sat down with Sean Whiteford, President of @NexMetalsCorp (formerly Premium Resources), to talk Botswana, battery metals, and building scale. **Recorded prior to the June name change. What we cover: – Why Botswana is emerging as a top-tier jurisdiction for copper, nickel, cobalt, and PGEs; – The strategic vision behind NexMetals' Selkirk and Selebi mines; – How Frank Giustra’s Fiore Group is reshaping the Company’s future; – Why 5 active drill rigs and metallurgical optimization are setting the stage for growth “We’re not just explorers — we have infrastructure, mining licenses, and the capital to advance. This is about unlocking scale.” — Sean Whiteford With deep in-country experience, strong partners, and a clear roadmap, NexMetals is positioning itself as a critical metals leader out of Botswana. Learn more about NexMetals Mining Corp, visit nexmetals.com Learn more about Constanta Capital, visit constantacapital.ca $NEXM.V