Eastport Critical Metals (TSXV:EVI) - Four Critical Metal Projects, One Botswana Portfolio

Interview with Daniel Major, CEO of Eastport Critical Metals

Recording date: 8th September 2026

Eastport Critical Metals Corp. (TSXV:EVI) is a Botswana-focused critical minerals explorer with exposure to copper, rare earth elements, uranium, and nickel-copper-PGM across a combined land package exceeding 4,000 km². The company listed on the TSX-V in November 2025 via a qualifying transaction with Penbar Capital and appointed Daniel Major, former CEO of TSXV-listed GoviEx Uranium, as Chief Executive Officer in July 2026.

The flagship asset is Matsitama Copper, a 1,845 km² district-scale position across six prospecting licences in an established copper district, sitting adjacent to the historic Kopano (~1% Cu) and Thakadu (~2% Cu) mines and roughly 10 km from the currently producing Moana mine. The project carries a historical - not current, not NI 43-101-compliant - resource estimate at Nakalakwana Hill of 9.9 Mt at 4,640 ppm Cu (45.5 kt contained copper), based on 2013 SRK Consulting work under the superseded SAMREC 2007 code. Drilling through 2025-2026 has extended the mineralised footprint east and west of the original zone, with three recent holes intersecting more than 100 metres of copper mineralisation at internal higher grades of 0.5% to over 1.5% Cu. Twenty priority targets have been defined across the licence, including the roughly 30 km Copper Snake trend, which the company plans to test with gravity and EM surveys in 2026 ahead of drilling.

Semarule (250 km², ~40 km from Gaborone) is Eastport's rare earth optionality, hosting a syenite-carbonatite complex with mineralised outcrop across ~15 km². 2023 rock-chip sampling returned 0.5% total rare earth oxides plus yttrium, roughly a quarter of which is higher-value magnetic rare earth oxide. An eight-hole drill program has intersected mineralisation to depths exceeding 300 metres, with a further assay batch pending at the time of the interview. Management has indicated Semarule could be spun into its own listed vehicle if results confirm scale, given rare earth and base metal investors typically seek different exposure.

Foley, a uranium project adjacent to the Letlhakane deposit, returned a maiden RC intercept of 8 m at 553 ppm U₃O₈, supporting the company's palaeochannel exploration model. Selebi-East (nickel-copper-PGM, ~7 km east of the historic Selebi-Phikwe complex) shows Ni-Cu-Co soil anomalies over reprocessed geophysical data but remains earlier-stage with limited historic drilling.

Insiders hold 21.77% of the 33,490,774 shares outstanding, a level of alignment the company positions as a differentiator. Management's stated strategy is disciplined sequencing - inexpensive geophysics to define targets, RC drilling to confirm grade, and diamond drilling only once a target is proven - rather than funding all four commodities to feasibility within a single vehicle, with spin-outs or partnerships positioned as the likely route for whichever project demonstrates scale first.

Near-term catalysts: 2026 gravity/EM results at Matsitama's Copper Snake trend, and the outstanding Semarule assay batch.

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