Confidential Lender Investor Presentation

Filling a Critical Gap in U.S. Manufacturing Critical Alloys. Limited Suppliers. Multi-Billion Demand. TBA’s reset positions us as more than a Navy supplier — we are a federally validated, diversified platform built to capture recurring demand across defense, aerospace, and industrial markets.

MARKET CRISIS

GEOPOLITICAL & ECONOMIC TAILWINDS

Critical shortage in C964 copper-nickel and other specialty alloys. Navy and defense programs experiencing delays and rising costs. <10 U.S. suppliers capable of meeting requirements.

Made in America policies driving reshoring. $1.7T federal incentives for manufacturing, innovation, workforce. National priority: strengthen domestic supply chain security.

Navy Programs: Virginia- & Columbia-class submarines, carriers, missile systems. Defense Primes: Active, current customers include Lockheed Martin, General Dynamics, Raytheon, L3, Moog, Allison Transmission, Newport News Aerospace & Industrial: NADCAP-certified alloy processes extend into aerospace and energy. THE MULTI-BILLION DEMAND SIGNAL Combined, these programs represent a multi-billion-dollar demand pool with urgent timelines and limited suppliers able to qualify.

“The United States must make consistent large ‑ scale investments in its domestic shipbuilding capacity to reorient an industry that has moved away from the country for decades.” Center for American Progress, May 2025

TAMPA BRASS & ALUMINUM IS UNIQUELY POSITIONED TO ANSWER THE CALL

Vertical Integration Vertically integrated (cast → machine → NDT) to deliver faster with fewer handoffs.

Federal Backing Backed by a $23.7M Navy SDF award (with $4M already released) accelerating modernization.

Diversified Diversified customer base: Lockheed, General Dynamics, Raytheon, Allison, Moog, C4.

Tampa Brass & Aluminum Corp

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