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CYMAT EXECUTES COMMERCIAL AGREEMENT WITH RIO TINTO ALCAN TO ASSUME CUSTOMERS OF THEIR PROPRIETARY ALUMINUM METAL MATRIX COMPOSITES BUSINESS

(Positive)
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Cymat Technologies (OTCQB: CYMHF) signed a commercial agreement on July 17, 2026 with Rio Tinto Alcan to assume the commercial customers of Rio Tinto’s proprietary aluminum metal matrix composites (MMC) business. MMC is a ceramic particle–infused aluminum used mainly in automotive and rail applications and is Cymat’s primary input for its stabilized aluminum foam (SAF).

Cymat plans to establish MMC production at its Mississauga plant, supported by technology and material supply from US-based producer MC21, enabling a broader MMC product range. Based on Rio Tinto’s historical sales, Cymat estimates incremental annual revenue of $7.5–$10 million. Cymat will pay Rio Tinto USD 750 per metric ton of MMC sold or used for five years, capped at USD 500,000.

Cymat estimates $2 million of capital costs for new equipment, to be financed via equipment financing, possible federal and provincial grants, and cash on hand. It targets full commissioning and operation of the MMC line by early Q2 2027. The company highlights anticipated benefits including added predictable revenue, lower MMC input costs for SAF, and the capability to develop new SAF products.

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Positive

  • Incremental annual revenue estimated at $7.5M–$10M from acquired MMC customers
  • Payment to Rio Tinto capped at USD 500,000 over five years
  • Capital investment estimated at $2M to add MMC production capability
  • Diversified revenue via new MMC business line alongside existing SAF markets
  • Lower input costs expected for MMC, SAF’s primary material, improving price competitiveness
  • Targeted start-up of MMC production line by early Q2 2027

Negative

  • Royalty-style obligation of USD 750 per metric ton of MMC for five years
  • Total payments to Rio Tinto may reach up to USD 500,000
  • Capital expenditure of about $2M required for new MMC equipment

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MISSISSAUGA, ON, July 21, 2026 /PRNewswire/ -- Cymat Technologies Ltd. (TSXV: CYM) (OTCQB: CYMHF) (the "Company" or "Cymat") is pleased to announce that it signed a commercial agreement with Rio Tinto Alcan Inc on July 17, 2026 ("Rio Tinto") to facilitate the transfer of Rio Tinto's commercial customers of their proprietary aluminum metal matrix composites business ("MMC") to Cymat, as previously described in our press release dated June 24, 2025.

MMC is a ceramic particle-infused aluminum used primarily in the automotive and rail industries for light-weight components requiring extreme wear-resistance. Rio Tinto, who has been manufacturing and selling its proprietary MMCs for over 40 years, has decided to exit the business due to a strategic reorganization. Rio Tinto is seeking a smooth and un-interrupted transition of this business for its long-standing customers. Cymat utilizes this product as its primary input material to produce stabilized aluminum foam ("SAF"). Its familiarity with the material makes Cymat well qualified and uniquely positioned to take on this business line.

Cymat intends to establish MMC production capability within its existing Mississauga plant. Given the similarities and common skill sets required to produce MMC with its own SAF product, Cymat will have the ability to utilize its existing expertise and engineering know-how to efficiently and economically manufacture MMC. Cymat has begun to purchase aluminum MMC from MC21,  a US-based high quality, niche producer of MMC, and they have offered to assist Cymat with deploying state-of-the-art MMC production technology and know-how. This will enable Cymat to produce a larger variety of MMCs than those historically provided by Rio Tinto to facilitate reaching a broader customer base.

From a financial perspective, historical sales volumes provided by Rio Tinto suggest that Cymat could realize incremental annual revenue in the range of $7.5M - $10M. The commercial agreement with Rio Tinto requires Cymat to pay RTA USD 750 per metric ton of MMC sold or used by Cymat for a period of 5 years, to a maximum total amount of USD 500,000.

Rio Tinto's principal customers for this product are European brake disk manufacturers serving the large commercial vehicle and train markets. Under the European Union's Euro 7 Standard, the EU is mandating a substantial reduction of harmful dust and debris emanating from braking systems including passenger vehicles. These new standards have a phased implementation schedule, starting as early as November 2026. Rio Tinto has received enquiries regarding MMC as a potential material to replace cast iron disks which are the principal generator of these restricted emissions. These business development opportunities will also be transferred to Cymat as part of this agreement.

Capital costs for equipment related to the state-of-the-art technology that Cymat intends to deploy is estimated to be in the range of $2M.  Cymat is planning to finance this initiative through a combination of equipment financing sources, potential federal and provincial grants, and cash on hand. Cymat anticipates that it will be fully commissioned and operational with this product line by early Q2 2027.The transfer of this new business line to Cymat provides the company with three major benefits. First of all, it adds a substantial uncorrelated, predictable, and now likely expanding revenue stream to Cymat's existing business. With the company's ability to utilize existing resources among other synergies, Cymat expects this venture to be profitable. Secondly, it reduces the cost of Cymat's primary input material – the majority cost element - by a substantial factor. This positions Cymat to be price-competitive and a compelling solutions provider for targeted customers in its key automotive vertical. It also opens up business opportunities in high-volume verticals where SAF has historically been price un-competitive. Lastly, the ability to customize the composition of the MMC creates the potential to develop and produce new types of SAF to service new SAF applications.

Michael Liik, Cymat's CEO and Chairman, stated, "While this agreement with Rio Tinto has taken much longer than expected to come to fruition, we are finally able to act on this unique opportunity to leverage our existing facilities and unique skill sets and, in turn, realize a major expansion of our business. Combined with our current sales growth in the nuclear, military and particularly architectural verticals in our SAF business, this new initiative will accelerate our path to profitability". He added, "Since inception, we have looked for ways to bring this capability inhouse and have now achieved this feat -together with assuming a new book of business."

Neither TSX Venture Exchange nor its Regulation Services Provider accepts responsibility for the adequacy or accuracy of this release.

About Cymat Technologies Ltd.

Cymat Technologies Ltd. has the global rights, through patents and established know-how, to manufacture and sell Stabilized Aluminum Foam ("SAF"), a unique, ultra-light, cellular metallic material. The proprietary production process entails the injection of gases through a molten bath of alloyed aluminum infused with ceramic particles. The result is an advanced, lightweight, recyclable material that exhibits unique characteristics including customizable density and dimensions; mechanical energy absorption; thermal and acoustic insulation; and time, temperature and strain-rate insensitivity. A key benefit of this continuous foam production process is its scalability and resultant low cost of production. SAF is used in such industries as architectural design, military and automotive. Cymat markets its architectural SAF under the AlusionTM brand and its automotive and military SAF under the SmartMetalTM brand. For further information, please visit our website at www.cymat.com.

Certain information set forth in this news release may contain forward-looking statements that involve substantial known and unknown risks and uncertainties. All statements other than statements of historical fact are forward-looking statements, including, without limitation, statements regarding future financial position, business strategy, use of proceeds, corporate vision, proposed acquisitions, partnerships, joint-ventures and strategic alliances and co-operations, budgets, cost and plans and objectives of or involving the Company. Such forward-looking information reflects management's current beliefs and is based on information currently available to management. Often, but not always, forward-looking statements can be identified by the use of words such as "plans", "expects", "is expected", "budget", "scheduled", "estimates", "forecasts", "predicts", "intends", "targets", "aims", "anticipates" or "believes" or variations (including negative variations) of such words and phrases or may be identified by statements to the effect that certain actions "may", "could", "should", "would", "might" or "will" be taken, occur or be achieved. A number of known and unknown risks, uncertainties and other factors may cause the actual results or performance to materially differ from any future results or performance expressed or implied by the forward-looking information. These forward-looking statements are subject to numerous risks and uncertainties, certain of which are beyond the control of the Company including, but not limited to, the impact of general economic conditions, industry conditions and dependence upon regulatory approvals. Certain material assumptions regarding such forward-looking statements may be discussed in this news release and the Company's annual and quarterly management's discussion and analysis filed at www.sedar.com. Readers are cautioned that the assumptions used in the preparation of such information, although considered reasonable at the time of preparation, may prove to be imprecise and, as such, undue reliance should not be placed on forward-looking statements. The Company does not assume any obligation to update or revise its forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by securities laws.

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SOURCE Cymat Technologies Ltd.

FAQ

What is the new commercial agreement between Cymat Technologies (CYMHF) and Rio Tinto Alcan in July 2026?

Cymat signed a July 17, 2026 agreement to assume Rio Tinto Alcan’s commercial customers for its aluminum metal matrix composites business. According to Cymat, this transfers existing MMC customer relationships and related business development opportunities to Cymat.

How much incremental revenue could Cymat (CYMHF) gain from the Rio Tinto MMC customer transfer?

Cymat estimates incremental annual revenue of $7.5 million to $10 million based on Rio Tinto’s historical MMC sales volumes. According to Cymat, this represents a substantial new revenue stream alongside its existing stabilized aluminum foam business.

What fees will Cymat (CYMHF) pay Rio Tinto Alcan under the MMC agreement?

Cymat will pay Rio Tinto Alcan USD 750 per metric ton of MMC sold or used over five years. According to Cymat, these payments are capped at a maximum total of USD 500,000 during the term.

What capital investment and timeline has Cymat (CYMHF) disclosed for MMC production in Mississauga?

Cymat estimates about $2 million in capital costs for state-of-the-art MMC production equipment. According to Cymat, it plans to finance this through equipment financing, possible government grants, and cash, targeting full commissioning by early Q2 2027.

How will the Rio Tinto MMC business affect Cymat’s stabilized aluminum foam (SAF) operations?

MMC is Cymat’s primary input for SAF, and in-house MMC production is expected to reduce material costs. According to Cymat, this should improve price competitiveness, open higher-volume markets, and enable new SAF product development through customized MMC compositions.

What role do Euro 7 emission standards play in Cymat (CYMHF) MMC opportunities?

The EU’s Euro 7 Standard mandates reduced brake dust emissions starting as early as November 2026. According to Cymat, Rio Tinto had MMC enquiries for replacing cast iron brake disks, and these associated business development opportunities transfer to Cymat.

Who is MC21 and how will it support Cymat’s MMC expansion (CYMHF)?

MC21 is a US-based niche producer of aluminum MMC that has begun supplying material to Cymat. According to Cymat, MC21 has also offered to assist with deploying state-of-the-art MMC production technology and know-how at Cymat’s Mississauga facility.