Replenish Nutrients Holding (ERTH) investor relations material

Market context and timing

• Fertilizer industry has seen little innovation in 70 years, with current products contributing to soil health issues and environmental concerns.

• Regenerative fertilizer demand is rising due to consumer push for nutrient-dense food and major food companies launching regenerative programs.

• A generational shift in farming is underway, with significant land transfers expected in the next five years, creating opportunities for new solutions.

• Local supply security is increasingly important due to global supply chain disruptions.

Product innovation and differentiation

• The product uses rock phosphate, elemental sulfur, local compost, and potash, focusing on feeding soil biology rather than just plants.

• Unlike traditional fertilizers, it is not water-soluble and avoids acid-base chemical reactions, reducing runoff and salt buildup.

• The process utilizes 100% of raw materials, generating no waste byproducts, unlike conventional methods.

• Microbial action and local composts ensure the product adapts to regional soil biology, supporting regenerative claims.

• The company holds patents for keeping biology alive in the product throughout the season.

Commercialization and partnerships

• Transitioned from pilot to commercial-scale production, with internal facilities enabling quality control and product development.

• Secured a major licensing deal with Farmers Union Enterprises in the U.S., covering over 70 million acres, with plant commissioning expected by Q3.

• Additional licensing in northern Alberta targets high-value fertilizer markets.

• Facilities generate revenue and support ongoing innovation.