INVESTOR RELATIONS.

ENGINEERED FOR THE NEW REGULATORY ERA & THE POST-PULP PARADIGM

The global hygiene industry is undergoing its largest structural shift in 50 years. The EU Deforestation Regulation (EUDR) has created a "Compliance Cliff" for wood pulp, stranding 20 Billion units of production capacity in Europe starting in 2026.

TreeFree Core controls the only scalable, regulatory-immune exit strategy. We don't just sell a product; we own the digital and regulatory gateway to the market.

• Technological Inevitability: Superior physics (0.09g rewet) vs. variable biology.
• Regulatory Shock: The only feedstock exempt-by-composition from the EUDR "Kill Switch."
• Verified Scale: Industrial-scale compatibility proven on Tier 1 global converting lines.

MEDIA & MISSION

A Message Broadcast to 120 Countries

In the last 12 months, the TreeFree Core story has been distributed through 55,000+ global outlets across 120+ countries, delivering:

➜ 2.56 Billion (total potential audience reach) verified impressions.  (EMV equivalent: CAD $42.2M)

From Yahoo! France to AP News to diaper and ESG trade magazines, the world is aligned around one fact:

➜ We are solving the 90-Billion-Unit Deforestation Crisis.

➜ 45B EU units.
➜ 45B LATAM units.
➜ 0 trees harmed.

TreeFree Core is being covered like a global transformation event, not a B2B material launch.

BUILT FOR INSTITUTIONAL CAPITAL

TreeFree Core operates at the intersection of regulation, materials science, and data verification — the exact terrain global ESG capital is rotating into.

REGULATION-ALIGNED • AUDIT-READY • DATA-VERIFIED

Investors gain exposure to a compliant material platform and the proof engine that validates it.

1. GROWTH IS LOGISTICAL, NOT AGRICULTURAL

Unlike forestry, which scales by acreage (15-year cycles), TreeFree scales by container velocity (60-day cycles).

• The 3 Vectors of Advantage (Why OEMs Switch):
• Vector 1: Technological Inevitability (Cheaper • Faster • Better). TreeFree Core performs better (SGS Class A/B), costs less to process, and scales easier than pulp. Technology invariably replaces legacy biology.
• Vector 2: Regulatory Shock (The "Kill Switch"). Under EUDR, pulp is no longer just a raw material—it is a regulatory liability. TreeFree Core is exempt by composition, eliminating 100% of the compliance risk for manufacturers.
• Vector 3: Verified Scale Proof (The "Drop-In"). TreeFree Core is not a concept. It is verified, containerized, and running on standard lines today without CapEx retooling. We are not selling "R&D"; we are selling Inventory.
• Capital Efficiency: Our model is asset-light. Working capital turns over ~4x annually, generating high-velocity returns on equity without heavy infrastructure CapEx.

2. WE ARE ALREADY INSIDE THE MACHINE

Our technology is not "in testing." It is running on the lines of the world's premier converters. We have secured capacity and offtake with:

• Tier 1 Engineering Anchor (EU): Partnered with Europe’s leading engineering converter to validate "Drop-In" performance for top-tier retailers.
• Volume Anchor (LATAM): Agreement with a major  manufacturer serving the US & Latin American private label markets.
• Logistics Hub: Strategic partnership with a regional conglomerate to act as a "Shortfall Engine" for European supply.
• Retail Aggregation (EU): Direct access to a buying alliance representing retail banners across the continent.

3. COMPLIANCE AS A SERVICE

In a market paralyzed by audits, TreeFree Core is the "Golden Ticket."

• EUDR: Exempt. 0g forest-risk commodity. No TRACES-NT filings required .
• CSRD: Deductor. Reduces Retailer Scope 3 emissions by 47% immediately.
• Taxonomy: Aligned. Qualifies inventory for "Green Loan" rates (Article 8/9).
• Digital Passport: Live. Every batch carries a blockchain-anchored Digital Proof Unit (DPU).

🌿 ESG INVESTMENT CASE: THE POST-PULP PARADIGM

The Decoupling of Industrial Growth from Natural Capital Depletion.



1. ENVIRONMENTAL (E) — NATURAL CAPITAL PRESERVATION

Thesis: We do not minimize impact; we eliminate the extraction vector entirely.

• Biodiversity & Land Use: 50 Million Trees Preserved annually. By replacing biological fiber with Advanced Synthetic Matrix (ASM), we halt the deforestation cycle for hygiene, protecting forest canopies and biodiversity corridors.
• Hydrological Security: 58% Water Reduction. Eliminating the water-intensive pulping and bleaching process decouples hygiene production from freshwater scarcity risks.
• Decarbonization (Scope 3): 47% CO₂ Reduction. By removing heavy, wet biomass from the logistics chain and eliminating thermal drying, we deliver immediate, verified Scope 3 emissions reductions for retailers.

2. SOCIAL (S) — HEALTH & RESOURCE SECURITY

Thesis: Safer materials for consumers; safer resources for communities.

• Product Safety: Transitioning to 100% Tree-Free materials eliminates the need for chlorine bleaching and chemical digestion, resulting in a hypoallergenic, inert core that improves skin health outcomes.
• Resource Equity: The 58% reduction in industrial water usage returns critical freshwater capacity to local communities rather than consuming it for single-use disposable products.

3. GOVERNANCE (G) — REGULATORY IMMUNITY & RISK

Thesis: Converting regulatory risk into structural asset value.

• Regulatory Compliance: EUDR Exempt. The platform eliminates 100% of forest-risk commodity exposure, insulating shareholders from supply chain seizures and regulatory fines.
• Supply Chain Transparency: Digital Traceability. Moving from opaque "mass balance" pulp to precise ASM manufacturing enables perfect batch-level auditability via the TreeFree Passport®.
• Value Creation: $441M Value Generation. This is not philanthropy; it is high-margin industrial evolution. We monetize the transition by converting compliance liabilities into financial assets.

Summary for the Investment Committee:

TreeFree Core is a Triple-A ESG Asset. It delivers Planetary Impact (50M Trees Saved), Social Benefit (Chemical Purity), and Governance Certainty (Regulatory Immunity), all while generating in value through industrial efficiency.

ZERO TRACES-NT FILINGS

Because TreeFree Core contains 0% tree fiber, it is exempt from the EUDR Information System. No due diligence statements. No pre-notification delays.

NO GEOLOCATION REQUIRED

Pulp shipments must map every plot of land. TreeFree Core ships with a simple Bill of Materials. We trade on chemistry, not geography.

AUDIT-PROOF COMPOSITION

Regulatory immunity is built into the material. A polymer cannot cause deforestation. Your compliance team doesn't need to prove it; the material proves itself.

FUTURE-PROOF SUPPLY CHAIN

EUDR is just the beginning. TreeFree Core protects you from future forest-risk legislation (UK, USA, China). You aren't just solving for 2026; you are solving for the decade.