CEO TIM LIVE MGX 382.00 +0.00% POLYMAGNET · 2026 --:--:--
> ceo_tim --thesis  ·  Polymagnet  ·  2026

LET ME ROLL UP
YOUR INDUSTRY. 

I walk into fragmented, stuck industries and build the platform that consolidates them. Same playbook, four industries deep. Magnetics is the one happening now.

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Years transforming industries
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Builders trained
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Of US homes touched
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Value created
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Patents
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Companies mapped
01
Spot the fragmented market
A thousand small players. Aging owners. No standard-setter. The market is stuck because no one is holding it together.
02
Find the picks-and-shovels gap
The layer nobody owns — the equipment and the know-how sitting underneath the makers. That is the leverage point.
03
Build the platform
Roll it up. Modernize it. Compound the pieces into the category leader. Distribution becomes the product.

> METHOD.exe — map → own the gap → consolidate. Repeatable across every stuck industry.

▣ TRACK RECORD — SAME PLAYBOOK, FOUR INDUSTRIES TIM-TR
AUTO▲Launched the GM EV1 — the first modern EV.
SEMICONDUCTORS▲A stuck chip business, turned around.
HOMEBUILDING▲Transformed how homes get built. Trained the builders.
MAGNETICS●The play happening now.
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Years
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Builders trained
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US homes touched
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Value created
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Patents
THE ROLL-UP OPPORTUNITY ILLUSTRATIVE
▣ WHY MAGNETICS · WHY NOW DRIVERS
◆
Rare-earth controls
Supply sits behind controls out of China. The input layer is a chokepoint.
▲
Consolidation wave
Capital is already rolling up the pieces. The clock is running on who sets the standard.
⊿
The gap
Equipment and know-how under the magnet makers — fragmented, and unowned.
THE PLATFORM — POLYMAGNET PLTFM
✓Programmable magnets. Magnetic behavior engineered, not just cast.
✓Deep patent moat. 150+ patents protecting the method.
✓Made by Correlated Magnetics Research. Huntsville, Alabama.
✓A real, shipping product. With customers today — not a concept.
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Patents in the moat
PROGRAMMABLE, NOT CAST

A cast magnet has one fixed field. A Polymagnet is a patterned field — printed behavior: alignment, latch, spring, hold. The platform is the pattern library plus the machines that write it.

▣ THE OPPORTUNITY BUY→RE-RATE

Hundreds of small and mid-size magnetics makers worldwide. Many with aging owners and no succession. None consolidating the layer beneath them.

→Buy at small-company multiples
→Integrate onto a real platform
→Re-rate as the category leader
WAR ROOM RESTRICTED
⬢ ACCESS RESTRICTED — TARGETS CLASSIFIED
"The names live in the war room. Held private — by invitation."
GLOBAL MAGNETICS DIRECTORY 382 CO · LIVE

Every company graded on a live scorecard of its own website. Target map, competitive map and lead list — in one.

▣ BY REGION N=382
THE MACHINE — ONE ENGINE, EVERY INDUSTRY ENGINE

Map a market → grade it → build the resource → let it compound. The same engine travels to every industry I know. Each vertical strengthens the last.

MAGNETICS› HOMEBUILDING› AUTO› AUSTIN› COLORADO
MAPEnumerate every player in the market.
GRADEScore each on a live scorecard.
BUILDShip the resource the market lacks.
COMPOUNDDistribution becomes the product.
MMM 2026 · HONOLULU THU NOV 5

Speaking Thursday, Nov 5 at MMM 2026 in Honolulu — the industry's biggest magnetics conference. With a booth on the floor.

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Days
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> T-minus to stage. Booth live on the exhibit floor.

▣ ALREADY BUILT & LIVE SHIPPED
✓Investor decksLIVE
✓Roll-up war roomLIVE
✓382-company global directoryLIVE
✓Public site · ceotim.comLIVE

Not a pitch for something that might exist. The apparatus is already running.

▣ TEAM OPS · CXO
TC
TIM COSTELLO
Operator · CEO
Builds the platform that consolidates the industry. 22 years, four industries, the same playbook.
MM
MELISSA MORMAN
CXO
Experience, brand and go-to-market. Turns the platform into a category people choose.

Two conversations.

◆ Operators

In fragmented industries whose market is waiting for a platform. If that is yours — let me roll it up with you.

▲ Capital partners

To back the magnetics roll-up while the window is open. The consolidation wave is already moving.

BOOK A 20-MINUTE CALL  › or visit ceotim.com

Prepared for Tim Costello  ·  Polymagnet  ·  2026  ·  made by Correlated Magnetics Research, Huntsville AL

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