Bannerman Energy Ltd · ASX:BMN
Bannerman Energy — Shareholder Meeting (November 2019)
9 slides from Bannerman Energy's shareholder meeting presentation, Nov 22, 2019
Slide 1: Geopolitics in the uranium sector
For personal use only Geopolitics in the uranium sector Bannerman Resources Annual General Meeting 22 November 2019
Slide 2: Important notices
Important notices 2 Technical disclosures and forward looking disclaimers Certain disclosures in this report, including management's assessment of Bannerman’s plans and projects, constitute forward looking statements that are subject to numerous risks, uncertainties and other For personal use only f
Slide 3: Nuclear Fuel sector becoming focused on geopolitics
Nuclear Fuel sector becoming focused on geopolitics For personal use only 3 Iran sanctions waiver withdrawal Geopolitics S232 trade investigation Trade wars Emergence of third superpower (China) Demand Supply Climate change policy Energy security is single most acute consequence of geopolitical risk
Slide 4: What does nuclear energy security look like?
What does nuclear energy security look like? 4 The ideal The reality For personal use only Uranium Uranium Kazakhstan Canada Australia Namibia Niger required produced United States France China Russia South Korea Energy secure nuclear power Top five uranium producers and consumers (2018) Source: Wor
Slide 5: China's approach to nuclear energy security
China’s approach to nuclear energy security 5 Strategic stockpiles For personal use only As market tightens China In cur cr ity se ea will focus on controlled sin ge future production ne rg y Controlled production Domestic Chinese production lacks Offtake + % influence expansion capacity Market purc
Slide 6: China's access to control assets in top uranium regions
China’s access to control assets in top 5 uranium regions 6 Canada (>49% ownership prohibited) Kazakhstan (only JV with Kazatomprom) For personal use only Niger Australia (FIRB unlikely to approve) China’s options for meaningful scale 1. Namibia 2. Niger Namibia 3. Newcomer
Slide 7: Namibia uniquely positioned for geopolitical turmoil
Namibia uniquely positioned for geopolitical turmoil For personal use only 7 Global uranium production is concentrated in 4 geopolitical blocks 1. United States 2. Russia 3. France 4. China Namibia is friends with all key uranium demand markets 1. US/Europe 2. Russia 3. China 4. India 5. South Korea
Slide 8: Bannerman is the ideal uranium exposure in Namibia
Bannerman is the ideal uranium exposure in Namibia For personal use only 8
Slide 9: Questions?
For personal use only Questions? 9
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