Cauldron Energy Limited · ASX:CXU
Cauldron Energy — Investor Presentation (July 2013)
16 slides from Cauldron Energy's investor presentation, Jul 10, 2013
Slide 1: PPR Media Luncheon Presentation
For personal use only PPR MEDIA LUNCHEON PRESENTATION July 2013
Slide 2: Disclosure Statements
Disclosure Statements Forward Looking Statements This presentation may include forward-looking statements with respect to achieving corporate objectives, developing additional project opportunities, the Company’s For personal use only analysis of opportunities and the development of these and certai
Slide 3: Key Global Assets
Key Global Assets TOP-SHELF URANIUM AND BASE METAL ASSETS For personal use only Argentina Best Assays Rio Colorado (Cu, Ag) 17 oz/t Ag* Potential world-class base metals project 3.73% Cu 2,451 ppm Uranium by-product in 16km strike can U3O8 supply 100% of Argentina’s domestic nuclear energy dem
Slide 4: World Uranium News
World Uranium News GLOBAL PROBLEM: GROWING DEMAND AND INSUFFICIENT SUPPLY For personal use only US Runs Out of Nuclear Fuel from Russian Warheads Jul. 2013 50% of fuel used in US nuclear plants derives from dismantled warheads; ~95% of the fuel targeted under the “Megatons to Megawatts” program has
Slide 5: World Nuclear Energy Market
World Nuclear Energy Market For personal use only EMERGING ECONOMIES BANKING ON NUCLEAR POWER TO MEET ELECTRICITY DEMANDS Nuclear power has lowest social and economic cost power option for developing nations Fukushima devalued stocks. Impacted supply, not material on demand China’s electricity de
Slide 6: Demand Increase/Supply Decrease
Demand Increase/Supply Decrease For personal use only COMMODITY PRICE IS THE BIGGEST IMPEDIMENT TO SUPPLY GROWTH Uranium forecast to be top performing commodity Forecast global nuclear power growth ~34% by 2030 2011 mine production of ~54,000 tons uranium fulfilled 85% global demand Mt to MW pro
Slide 7: Socially Responsible Power
Socially Responsible Power For personal use only NEXT GENERATION NUCLEAR POWER HAS LOWEST INTRINSIC COST Renewable energy sources are 50-100 years away as baseload option Low emission power: nuclear is the only carbon free baseload source of electricity ISR: Most Cost Effective + Safe Uranium Mi
Slide 8: Recent CXU News
Recent CXU News Converting Loans to Raise Funds for Exploration at Yanrey and Marree Projects Jul. 2013 For personal use only ~$1.5M to be raised : 2 major shareholders converting loans into shares subject to shareholder approval Large High Grade Polymetallic Zone Identified at Marree, SA Jun. 2013
Slide 9: Energia Minerals Takeover
Energia Minerals Takeover For personal use only CXU Offer Offer 1 CXU share for 8 EMX shares values EMX at ~29% premium to market1 Resource at 16.7Mlb 3-4 times valuation multiple at $1-1.5/U3O8 Resource lb Regional Uranium camp consolidation reflects confidence in CXU’s Yanrey region (WA) Oppo
Slide 10: Yanrey Project, Western Australia
Yanrey Project, Western Australia For personal use only POTENTIAL ISR MINING OPPORTUNITY Inferred Uranium Resource1 increased 300% 15.7Mlb @ 270ppm eU3O8 @150ppm cut-off Studies indicated grades above 250ppm eU3O8 (over 1m) are economic for a potential ISR mining operation Sits between Paladin’s
Slide 11: 300% Growth in Uranium Resource
300% Growth in Uranium Resource For personal use only EXPLORATION POTENTIAL AT YANREY EXPANDED: 25-30MLB TO 30-115MLB1 Current JORC compliant resource on E08/1493 is 15.7Mlbs (7,140t) eU3O8 at 267ppm (150 ppm cut-off) Indicated resource:3.1 Mlbs (1,400t) eU3O8 at 313ppm Inferred resource:12.7
Slide 12: Potential Yanrey Production
Potential Yanrey Production GETTING YANREY INTO PRODUTION WITHIN NEXT 5 YEARS For personal use only Planned Energia takeover and the Bennet Well scoping study: Realistic production timeframe following first WA uranium mine to receive final approvals ISR style mining: quick to establish, cheap
Slide 13: Marree Base Metals Update
Marree Base Metals Update For personal use only Recent Project News IP data analysis identifies potential extensions to Ooloo Silver- Lead Mine Large high-grade polymetallic zone identified at Mt Freeling Prospect Large polymetallic alteration area, multiple deposit types Gravity geophysics id
Slide 14: Corporate Overview
Corporate Overview ASSET RICH COMPANY | MAJOR STOCK PRICE IMPROVEMENT POTENTIAL For personal use only Capital Structure* CXU Team Ordinary shares 159.6M Mr Tony Sage Chairman Unlisted options 4.3 M Mr Brett Smith Exec. Director Market cap. (AUD$0.105) A$16.7M Mr Qiu Derong Non-Exec. Dire
Slide 15: Investment Highlights
Investment Highlights For personal use only PREDICTED UPSURGE IN URANIUM PRICE POTENTIAL FOR SIGNIFICANT RETURNS ON INVESTMENT Outstanding cash margin at low commodity prices Commodity prices expected to more than double to meet world demand Undervaluation of quality uranium miners creates cre
Slide 16: Contact Us
For personal use only CONTACT US Simon Youds David Tasker/ Colin Jacoby Cauldron Energy Limited Professional Public Relations 32 Harrogate Street Tel: +61 (8) 9388 0944 West Leederville WA 6007 M: +61 (0) 433 112 936 Tel: +61 (8) 6181 9796 E: david.tasker@ppr.com.au E: info@cauldronernergy.com.au ww