Slide 1: Salamanca is the only major uranium mine being developed
For personal use only “As the uranium market tips into deficit Salamanca is the only major uranium mine being developed in the world today” 121 Cape Town 2018
Slide 2: Batteries need charging
Batteries need charging… (with zero carbon electricity from nuclear and renewables) For personal use only
Slide 3: Evolution from oil to electric vehicles
The evolution from oil to electric vehicles is one of the biggest energy transformations the world has seen. For personal use only Ten more Hinkley Points will be needed to power the UK Government’s 2040 Electric Vehicle targets Source: Swinford, Steven “Diesel and petrol car ban: Plan for 2040 unra
Slide 4: Global top producer 4.4Mlbs pa
For personal use only GLOBAL TOP 10 PRODUCER 4.4Mlbs pa Source: Company reports, World Nuclear Association
Slide 5: Fully funded, low capex, low cost of production
Fully funded capital with a rare combination of low CAPEX and one of the world’s lowest costs of production at US$15/lb For personal use only 5
Slide 6: Results awaited on new Zona target
Results awaited on new Zona 7 target For personal use only Using ultra-low detection Ionic Leach fingerprinting Zona 7
Slide 7: US and EU utility coverage falls to around 20%
Over next 5 years US and EU utility coverage falls to around 20% of annual requirements For personal use only *US and EU utilities are re-contracting now! EU US Source: Trade Tech, ‘The EU Nuclear Fuel Market’, July 2016
Slide 8: Cameco and KazAtomProm production cuts
Cameco and KazAtomProm have announced cuts to remove 12% of world production in 2018 For personal use only
Slide 9: Over 25% of world production closed or closing
Over 25% of world production closed or closing ..including Tier 1 mines For personal use only
Slide 10: What happens to prices when you cut production by 25%?
What happens to prices when you cut world production by 25%? For personal use only (>100% and rising after Glencore cuts to Tier 1 mines)
Slide 11: Global-X URA ETF a driver of BKY share price
The Global-X URA ETF will be a big driver of the BKY share price For personal use only BKY.AX URA.NYSE
Slide 12: Enterprise value up over 6X despite uranium price fall
Despite a 40%+ fall in the uranium price to 12 year lows BKY’s enterprise value has increased over 6X For personal use only INSTITUTIONS & MANAGEMENT MAKE UP 70% OF SHARE REGISTER: Resource Capital Funds Majedie BKY.L Anglo Pacific River & Mercantile Blackrock Management Fidelity Source: Bloomberg 1
Slide 13: Important notices
Important notices Forward Looking Statements: This announcement may include forward-looking statements. These forward-looking statements are based on Berkeley Energia Limited’s (Berkley) expectations and beliefs concerning future events. Forward looking statements are necessarily subject to risks, u
Slide 14: Contact
For personal use only Contact Katie Ryall on info@berkeleyenergia.com for more information BKY:LON BKYEnergia Berkeley Energia BKY:ASX LONDON SALAMANCA PERTH Unit 1B, Princes House Salamanca Level 9, BGC Centre 38 Jermyn Street Carretera SA-322, Km 30 28 The Esplanade London SW1Y 6DN 37495 Retortill