Skyharbour Resources Ltd. · TSXV:SYH
Skyharbour Resources — Investor Presentation (December 2023)
37 slides from Skyharbour Resources's investor presentation, December 2023
Slide 1: A Preeminent Uranium Explorer in Canada's Athabasca Basin
A Preeminent Uranium Explorer in Canada’s Athabasca Basin TSX-V: SYH December 2023
Slide 2: Disclaimer
TSX-V: SYH | SKYHARBOURLTD.COM Disclaimer This presentation has been prepared by Skyharbour Resources Ltd. (“SYH”) using its best efforts to realistically and factually present the information contained. However, subjective opinion, dependence upon factors outside SYH’s control and outside informati
Slide 3: Investment Highlights
TSX-V: SYH | SKYHARBOURLTD.COM Investment Highlights Energy transition: uranium High-grade uranium prices and market improving discovery potential with People, Timing, Projects with nuclear as integral near term catalysts and part of global energy mix active exploration/drill going forward as nation
Slide 4: Management Team & Board
TSX-V: SYH | SKYHARBOURLTD.COM Management Team & Board People, Timing, Projects • Entrepreneur who has worked in resource industry with several companies specializing in Jordan Trimble B.Sc., CFA management, corporate finance and strategy, shareholder communications, marketing, business President an
Slide 5: Management Team & Board
TSX-V: SYH | SKYHARBOURLTD.COM Management Team & Board People, Timing, Projects • Geologist with over 35 years of exploration and development experience, searching for Dave Billard P.Geo. uranium, gold and base metals in western Canada and the western US Head Consulting Geologist • He was COO, VP Ex
Slide 6: Management Team & Board
TSX-V: SYH | SKYHARBOURLTD.COM Management Team & Board People, Timing, Projects Paul Matysek M.Sc., P.Geo. Donald Huston Advisor Director • Mr. Matysek was the Founder, President and CEO of Energy Metals • Don Huston is an independent Director of Skyharbour and has been Corporation; grew from a mark
Slide 7: Capital Structure
TSX-V: SYH | SKYHARBOURLTD.COM Capital Structure TRADING SYMBOLS SYH SC1P SYHBF TSX VENTURE FRANKFURT US OTCQX CAPITAL STRUCTURE 170.4 MM 191.9 MM C$93.7 MM* ISSUED & OUTSTANDING SHARES FULLY DILUTED MARKET CAPITALIZATION * Share price $0.55 as of December 1st , 2023 ** Approx. CAD $4 million in cas
Slide 8: Energy Transition and Global Energy Mix
TSX-V: SYH | SKYHARBOURLTD.COM Energy Transition and Global Energy Mix Nuclear: Emissions-Free, Baseload Power Average life cycle of greenhouse emissions • Nuclear energy underpins three major macro trends currently: electrification, decarbonization, and energy security and independence • The World
Slide 9: Why Nuclear?
TSX-V: SYH | SKYHARBOURLTD.COM Why Nuclear? Real World Examples and Benefits • Increasing acceptance of nuclear as a positive ESG investment and as of July 6th, 2022, the EU Parliament voted to include nuclear in the EU’s taxonomy for sustainable finance • In addition to providing base-load, CO2 emi
Slide 10: Uranium Market Supply and Demand
TSX-V: SYH | SKYHARBOURLTD.COM Uranium Market Supply and Demand Uranium Market & Nuclear Power A Question of Supply / Demand Fundamentals • Global demand for electricity to grow by approx. 50% by 2040; electric vehicles adding to this • Uranium demand expected to grow at 3.6% CAGR from 2023-2040 (WN
Slide 11: Nuclear & Uranium Demand Globally
Nuclear & Uranium Demand Globally TSX-V: SYH | SKYHARBOURLTD.COM The Main Drivers of Demand Growth Currently 55 reactors Currently 22 reactors Currently 37 reactors operating with 21 under operating with 8 under operating with 3 under construction and many more construction and 40 construction and 2
Slide 12: Uranium Supply Globally
TSX-V: SYH | SKYHARBOURLTD.COM Uranium Supply Globally Uranium Price Rebounding: Spot Market Revival and Supply Curtailments • Recently, producers, developers and physical uranium holding companies have been buying material including Denison, Yellowcake, UEC and Sprott Physical Uranium Trust • Recen
Slide 13: Why the Athabasca Basin? Grade is King
TSX-V: SYH | SKYHARBOURLTD.COM Why the Athabasca Basin? Grade is King Value of Uranium Grades compared to Other Metals * Metal Grade lbs/t $/unit Value/t U3O8 1.0% 22 $55/lb $1,210 Gold 19.3 g/t - $1956/oz $1,210 Silver 1,575 g/t - $23.94/oz $1,210 Copper 14.3 % 315 $3.84/lb $1,210 Zinc 51.4% 1,131
Slide 14: Exploration Companies & Acquisitions
TSX-V: SYH | SKYHARBOURLTD.COM Exploration Companies & Acquisitions Athabasca Basin Uranium Exploration and Development Companies Current Comparables Company Trading Symbol Share Price Shares Outstanding (MM) Market Cap (MM) Skyharbour Resources SYH $0.55 170.4 $93.7 Isoenergy Ltd. ISO $3.95 111.2 $
Slide 15: Uranium Exploration in Athabasca Basin
TSX-V: SYH | SKYHARBOURLTD.COM Uranium Exploration in Athabasca Basin Recent Discoveries and Successes The Athabasca Basin in Saskatchewan, Canada is an ancient sedimentary basin hosting the world's richest uranium deposits and mines Source: WNA Saskatchewan is rated the #3 mining jurisdiction in th
Slide 16: Uranium Exploration in Athabasca Basin
TSX-V: SYH | SKYHARBOURLTD.COM Uranium Exploration in Athabasca Basin Recent Discoveries and Successes • NexGen Energy (TSX: NXE), Fission Uranium (TSX: FCU), Alpha Minerals, IsoEnergy (TSX.V: ISO), Denison Mines (TSX: DML) and Hathor are just a few recent examples of successful uranium discovery st
Slide 17: Portfolio of Uranium Projects
Portfolio of Uranium Projects TSX-V: SYH | SKYHARBOURLTD.COM Top Tier Exploration Projects in and around the Athabasca Basin December 2023 17
Slide 18: Russell Lake Uranium Project Overview
Russell Lake Uranium Project Overview TSX-V: SYH | SKYHARBOURLTD.COM New Project, New Partner • Option to acquire initial 51% and up to 100% of Rio Tinto’s (“RTEC”) 73,294 ha Russell Lake Uranium Property • Premier, advanced-stage exploration property given its large size, proximity to critical regi
Slide 19: Russell Lake Uranium Project Overview
Russell Lake Uranium Project Overview TSX-V: SYH | SKYHARBOURLTD.COM New Project, New Partner • Significant historical exploration efforts including over 95,000m of drilling in over 230 drill holes; numerous highly prospective target areas, some of which host high-grade uranium mineralization in his
Slide 20: Moore Uranium Project Overview
TSX-V: SYH | SKYHARBOURLTD.COM Moore Uranium Project Overview Co-Flagship Project • Skyharbour owns a 100% interest in Moore Uranium Project : • 12 contiguous claims totalling 35,705 hectares • Strategically located just east of the midpoint between the Key Lake mine and mill complex and the produci
Slide 21: Moore Uranium Project History
TSX-V: SYH | SKYHARBOURLTD.COM Moore Uranium Project History Co-Flagship Project • Since 1969, the property has undergone episodic exploration by several companies including Noranda, AGIP, BRINEX, Cogema, Kennecott/JNR Resources and IUC/Denison • Exploration programs carried out on the project lands
Slide 22: 2017-2019 Exploration Programs at Moore
TSX-V: SYH | SKYHARBOURLTD.COM 2017-2019 Exploration Programs at Moore Early Success with “Moore” Upside • Winter and summer 2017 drill programs totalled 9,485m with high grade uranium in multiple drill holes including 20.8% U3O8 over 1.5m within 6.0% U3O8 over 5.9m, 9.12% U3O8 over 1.4m, and 2.23%
Slide 23: 2020-2022 Exploration Programs at Moore
TSX-V: SYH | SKYHARBOURLTD.COM 2020-2022 Exploration Programs at Moore Near Term Catalysts and Innovative Exploration Techniques • Innovative drone-assisted mag surveys flown in 2019 at close spacings and low elevation have helped to better define cross- cutting features/structures which are high-pr
Slide 24: Prospect Generator Business: Joint Ventures and Option Agreements
Prospect Generator Business: TSX-V: SYH | SKYHARBOURLTD.COM Joint Ventures and Option Agreements • Skyharbour adds value to its projects in the Athabasca Basin through focused mineral exploration at its core projects (Russell and Moore) while utilizing the prospect generator model to advance other p
Slide 25: South Falcon East Uranium & Thorium Project
South Falcon East Uranium TSX-V: SYH | SKYHARBOURLTD.COM & Thorium Project NI 43-101 Uranium & Thorium Deposit and Significant Partner-Funded Exploration Program • 100% interest in South Falcon Point (previously Way Lake) Uranium Project • 16 claims totaling 12,234 hectares • 55 km east of the Key L
Slide 26: South Falcon East Uranium & Thorium Project
South Falcon East Uranium TSX-V: SYH | SKYHARBOURLTD.COM & Thorium Project NI 43-101 Uranium & Thorium Deposit and Significant Partner-Funded Exploration Program • In March of 2015, Skyharbour released updated NI 43-101 mineral resource estimate for the Fraser Lakes Zone B deposit at south end of th
Slide 27: South Falcon Uranium Project
South Falcon TSX-V: SYH | SKYHARBOURLTD.COM Uranium Project New Partner to Advance Drill-Ready Project with Robust Discovery Potential • 100% interest in South Falcon Point (previously Way Lake) Uranium Project as well as Foster River Project • Combined 11 claims totaling 42,908 hectares • 55 km eas
Slide 28: Preston Uranium Project
TSX-V: SYH | SKYHARBOURLTD.COM Preston Uranium Project • Skyharbour owns 24.5% of Preston Uranium Project which is one of the largest land packages in Patterson Lake area totalling 49,635 ha Prospect Generator: Strategic • Strategically located near Fission’s Triple R Partnership with industry-leade
Slide 29: East Preston Uranium Project
TSX-V: SYH | SKYHARBOURLTD.COM East Preston • March 2017, Skyharbour announced an option agreement Uranium Project with Azincourt Energy to option a majority of the 20,674 hectare East Preston Uranium Project for shares of Prospect Generator: Strategic Azincourt and $3,500,000 in project considerati
Slide 30: Hook Lake (North Falcon Point) Project
TSX-V: SYH | SKYHARBOURLTD.COM Hook Lake (North Falcon Point) Project High-Grade Showing & New Partner Valor • 16 contiguous mineral claims totalling 25,847 hectares • Years of exploration have culminated in extensive geological database for the project area • Hook Lake target area at north end of F
Slide 31: Yurchison Uranium & Base Metal Project
TSX-V: SYH | SKYHARBOURLTD.COM Yurchison Uranium & Base Metal Project • Consists of 13 claims totalling 57,407 ha in the Wollaston Domain • Prospecting near old trenches returned significant uranium (0.09% to 0.30% U3O8) and molybdenum (2,500 ppm to 6,400 ppm Mo) mineralization in both outcrop and f
Slide 32: Mann Lake Uranium Project
TSX-V: SYH | SKYHARBOURLTD.COM Mann Lake Uranium Project Location, Location, Location • Mann Lake Uranium Project strategically located on east side of the Basin, 25 km SW of Cameco’s McArthur River Mine and 15 km NE and along strike of Cameco's Millennium uranium deposit • Adjacent to Mann Lake Joi
Slide 33: Wallee and Usam Island Uranium Projects
Wallee and Usam Island TSX-V: SYH | SKYHARBOURLTD.COM Uranium Projects • Located 35 km NE of Cameco’s Eagle Point Mine, the 20,765 ha Wallee Project is underlain by Wollaston Supergroup metasediments, including highly prospective graphitic pelitic gneisses, as well as Archean granitic gneisses; mult
Slide 34: South Dufferin Uranium Project
TSX-V: SYH | SKYHARBOURLTD.COM South Dufferin Uranium Project Recently Acquired 100% of the Drill-Ready South Dufferin Project from Denison Mines • 100% interest in South Dufferin Uranium Project • 10 claims totaling 13,205 hectares • Drill ready project with numerous prospective targets • Covers th
Slide 35: Newly Acquired Uranium Projects
TSX-V: SYH | SKYHARBOURLTD.COM Newly Acquired Uranium Projects Highway • 1,184 ha property with highway 905 running through the claims, between Michael Lake and Wollaston Lake Eight recently staked properties totaling CBX 41,017 ha bringing total landholding in • 8,777 ha property approximately 6.5
Slide 36: Recent Milestones and Upcoming Catalysts
TSX-V: SYH | SKYHARBOURLTD.COM Recent Milestones and Upcoming Catalysts 2016-2019 2020-2021 2022-2023 2024 Completed multiple drill programs at Continued drilling at Moore with focus Continued drilling at Russell; planned Completed transaction with Denison 4-5,000m follow-up winter drill Moore Proje
Slide 37: Thank You
Thank You CONTACTS Jordan Trimble Nicholas Coltura President and CEO Investor Relations T: 604-558-5847 Suite 1610 TF: 1 800 567-8181 777 Dunsmuir St. E: info@skyharbourltd.com Vancouver, BC Canada V7Y 1K4 Dave Billard P.Geo., is the Consulting Geologist as well as a Qualified Person as defined by N
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