Slide 1: Company Presentation
27 October 2011 Cauldron Energy Ltd. For personal use only ABN 22 102 912 783 Company Presentation 18 Oxford Close LEEDERVILLE WA 6007 Cauldron Energy Limited (Company) is pleased to attach a copy of the presentation which will be delivered by Company executives at the Mining 2011 PO BOX 144 Resourc
Slide 2: The Mining 2011 Resources Convention
For personal use only The Mining 2011 Resources Convention Brisbane 26-28 October 2011 Brett Smith Director
Slide 3: Disclosure Statements
Disclosure Statements For personal use only Forward Looking Statements:- This presentation may include forward-looking statements with respect to achieving corporate objectives, developing additional project opportunities, the Company’s analysis of opportunities and the development of these and cert
Slide 4: Corporate & Capital Overview
Corporate & Capital Overview For personal use only Financials • Shares on issue 96.2 M • Listed options 12.8 M • Unlisted options 8.5 M • Current share price A$0.10 • Market capitalisation A$9.6 M • Liquid Assets A$2.86 M Directors and Management • Executive Chairman Tony Sage • Executive Director B
Slide 5: Corporate Overview
Corporate Overview For personal use only • ASX : CXU Perth based company • Uranium Exploration Australia and Argentina • First Mover Benefits Large project areas – defined uranium & resources Japan’s tsunami & Fukushima nuclear disaster
Slide 6: Uranium Fundamentals
Uranium For personal use only Fundamentals • Fukushima Caused downward pressure on uranium demand and prices Devaluation of uranium stocks • Demand Nuclear energy - reliable, economic and clean electricity generation option 430 nuclear reactors operating world wide • Growth 63 currently under constr
Slide 7: An Asset Rich Uranium Company
An Asset Rich Uranium Company For personal use only Argentina Large Argentinean uranium deposits Advanced nuclear power generation industry Government support and investment incentives Australia Advanced uranium projects, including resources in Western Australia $6.2 million Exploration JV with Kore
Slide 8: JV Projects - SA
JV Projects - SA For personal use only Marree Project JV – Kores earning 50% KORES, Daewoo, LG International (40% holding earned to date) $6.2 million over 3 years Cauldron Manager Year 1 & 2 to be completed May 2011 - $3.8 million committed to date Year 3 to commence 2011 - $2.2 million Korean comm
Slide 9: Marree Project - SA
Marree Project - SA For personal use only Eyre Formation –Target for Beverley Four Mile Style uranium mineralisation Similar structural position to Beverley Four Mile Deposit Porous sands and swampy, lacustrine sediments in contact with basement faults and uraniferous “hot rocks” Provides ideal envi
Slide 10: An Asset Rich Uranium Company
An Asset Rich Uranium Company For personal use only Argentina Large Argentinean uranium deposits Advanced nuclear power generation industry Government support and investment incentives Australia Advanced uranium projects, including resources in Western Australia $6.2 million Exploration JV with Kore
Slide 11: Yanrey Project - WA
Yanrey Project - WA For personal use only A World Class ISR Uranium Province? • Interim Resource (1) Bennet Well 4.8 million lb (2,200t) eU3O8. • Adjacent Paladin’s 26 million lb (10,890t) U3O8 Manyingee resource • 25-35 million pound Exploration Target (2) at a grade of 300-900 ppm eU3O8 • 11 major
Slide 12: Yanrey Project - Current Exploration Focus
Yanrey Project - WA For personal use only Current Exploration Focus • Bennet Well - increase resource - resource extensions • Significant Results – Bennet Well South • 1.68m at 582 ppm eU3O8 • 1.00m at 699 ppm eU3O8 • 1.50m at 1152 ppm eU3O8 • Further validate regional exploration target • Barradale
Slide 13: Yanrey Project - Bennet Well Deposit
Yanrey Project - WA For personal use only Bennet Well Deposit BWE Interim Inferred Resource (2008) • 100 x 100m and 100 x 50m centres • 1.2 sq km area • Potential to increase resource grade by infill drilling of high grade zones Potential resource extensions:- • Bennet Well East • Bennet Well South
Slide 14: Yanrey Project WA
For personal use only Yanrey Project WA
Slide 15: Yanrey Project - YNAC Bennet Well South
Yanrey Project. WA For personal use only YNAC 278 – Bennet Well South 1.5m at 1152 ppm eU3O8
Slide 16: Argentina's Nuclear Power Generation
Argentina’s Nuclear Power Generation For personal use only • Two nuclear power generators – Atucha I and Embalse. • Producing 7% of current power consumption • Electricity supply inadequate for demand and growth • Plans for the expansion of the nuclear power capacity to 16% by 2015. • Atucha II (3rd
Slide 17: Local Market Nuclear Power Generation
Local Market Nuclear Power Generation For personal use only LOS COLORADOS PROJECT
Slide 18: Rio Colorado - Argentina
Rio Colorado - Argentina For personal use only Red Beds Uranium Mineralisation
Slide 19: Rio Colorado - Selected Channel Sample Results
Rio Colorado - Argentina For personal use only Selected Channel Sample Results Best Assays 8 m @ 705 ppm U3O8 2,451 ppm 11 m @ 246 ppm U3O8 U3O8 17 oz/t 7 m @ 436 ppm U3O8 Ag* 6 m @ 763 ppm U3O8 3.73% Cu 7 m @ 498 ppm U3O8 9 m @ 300 ppm U3O8 * = 17 oz/t Ag is upper detection limit for silver analysi
Slide 20: Valuable Metal Content
Valuable Metal Content For personal use only Metallurgical Samples U3O8 Sample 1 Sample 2 22% Element Assay ppm Assay ppm Ag U 502 573 45% V 386 255 Ti 2,285 2,132 Ag 332 272 Cu 20,800 6,900 Cu Ag Cu 33% U3O8 Average In situ value Commodity ppm US$/t U 537.5 73.75* Cu 13850 102.28 Ag 302 310.71 [Met
Slide 21: Rio Colorado Exploration Target
Rio Colorado Exploration Target For personal use only • In Rio Colorado, Cauldron has a project with the capacity to satisfy all Argentina’s domestic requirements for uranium. For 3 reactors, these requirements are; • 7,500 tons or 16 M lbs U3O8 • At Rio Colorado, only 3 km of the 16 km mineralised
Slide 22: Argentina Social - Political Issues
Argentina Social - Political Issues For personal use only • Federal Government and Uranium • Net importer of uranium • Understands strategic significance of in-country supply of U • Government owned projects with existing resources are in environmentally sensitive areas (eg. Mendoza and Chubut) • Ca
Slide 23: Los Colorados Mine - Argentina
Los Colorados Mine - Argentina For personal use only La Rioja - Provincial Government JV Abandoned Mining Lease – 81 sq km Quoted Production (1992 to 1996) 55,000 kg uranium concentrate? Cauldron funding exploration by a local Argentinean company, Caudillo Resources Los Colorados SA via A$650,000 dr
Slide 24: Los Colorados Mine - Argentina
Los Colorados Mine - Argentina For personal use only Eastern Pit Wall Redox Fronts Upper Horizon 200-250 m long 30-40 m wide 1 to 3 m thick Av 0.06% U3O8 Red Bed = 10-15 m separation Lower Horizon (obscured in photograph) 150 m long 50-60 m wide 1-10 m thick Av 0.08 % U3O8
Slide 25: Company Overview - Quality Assets
Company Overview For personal use only Quality Assets • Yanrey - WA Large land holding Existing resources Growth potential obvious ISR opportunity • Marree - SA Large land holding Fertile and mineralised environment Similarities to the Beverly and Beverly 4 Mile areas ISR opportunity Exploration fun
Slide 26: Company Overview
Company Overview For personal use only • Focussed Uranium Explorer Asset rich company Leveraged to the uranium metal price • Management Experienced and successful technical team Strong corporate and financial capacity • Immediate Project Goals Prove Yanrey is a major new ISR province Drill Rio Color
Slide 27: For personal use only
a CAULDRON )\. ENERGY LTD