Cauldron Energy Limited · ASX:CXU
Cauldron Energy — Victoria Gold Mining & Exploration Forum 2022
17 slides from Cauldron Energy's conference presentation, Feb 24, 2022
Slide 1: Victoria Gold Mining & Exploration Forum
CAULDRON ENERGY Victoria Gold Mining & Exploration Forum EXTRACTIVE RESOURCES WITH POSITIVE COMMUNITY OUTCOMES A MODEL FOR ALIGNING THE ENVIRONMENT WITH EXPLORATION AND MINING 24 February 2022 Acknowledgement to the Wurundjeri Woi Wurrung People Presented by Simon Youds Executive Chair 0408 937 928
Slide 2: Important Information
Important Information Forward Looking Statements This Presentation may include statements that could be deemed ‘forward looking statements.’ Although the Company believes the expectations expressed in such forward-looking statements are based on reasonable assumptions, such statements are not guaran
Slide 3: Unique Commodity Spread: High Quality Assets
Unique Commodity Spread: High Quality Assets Unique Commodity mix in global market High quality assets in Uranium & Silica have price upside with limited • increasing demand supply and low-cost quartile potential • limited supply • no substitution Gold price increases lock-in and stabilise as gold r
Slide 4: VICTORIAN GOLD – Global Scale Resources
VICTORIAN GOLD – Global Scale Resources • Hosts the world’s highest-grade gold mine at Fosterville • Gold rush between 1860-1900s contributes 2-3% all gold mined in recorded history from Victoria alone • Majority of Victorian gold hosted in thick sedimentary sequence • 2006 Central Victorian Deep 2D
Slide 5: GOLD – Recent Work connects Victorian Goldfields
GOLD – Recent Work connects Victorian Goldfields Stylised X Sections of Bendigo and Castlemaine goldfields adapted from Willman et. al., 2010; and Cayley & Cairns, 2021 (NewGen Gold Conference Proceedings 2021) • Similar tectonic setting – low-angle, curved “listric”, 2nd Order Faults • Regional plu
Slide 6: Blackwood’s Golden History and Current Exploration Opportunity
Blackwood’s Golden History and Current Exploration Opportunity • Blackwood Goldfield: • 4 major reef systems: • Eastern (Annie Laurie / Grace Egerton), • Western (Sultan – Pioneer), • Southern (Rogers / Big Hill – Imperial), and • Far-Eastern (Yankee / Countess) • Current exploration focused on East
Slide 7: Blackwood’s Golden History and Current Exploration Opportunity
Blackwood’s Golden History and Current Exploration Opportunity • Comparison of historic gold production (Blackwood) against current production from operational goldfields (e.g., Bendigo / Ballarat) • Average depth of historic mining at Blackwood approx. 60m at Western Reefs • Figure used to normaliz
Slide 8: GOLD – Blackwood Exploration Progress
GOLD – Blackwood Exploration Progress • Desktop studies – ongoing structural / geochemical 3D modelling • Recent LiDAR survey data: • Confirm location of historical workings • Confirm N-S strike and general westerly dips of gold reefs • Reveal surface expressions of faults • Established Underground
Slide 9: GOLD – Combining Drilling LiDAR, Structural and Historical Reports
GOLD – Combining Drilling LiDAR, Structural and Historical Reports • Recent drilling/channel samples begin to confirm Figure: Isometric view – Fault Planes interpreted from recent LiDAR and mapping. Tyrconnel Adit accessing East & West Reefs Systems (centre). geochemical similarity with Bendigo/Ball
Slide 10: GOLD – Community and Environmental Licence
GOLD – Community and Environmental Licence – ‘3 Zero’ Target - Carbon, Community and Environment impacts • Waste Rock to Food Secure Melbourne (FSM) Project: • Geochem sampling reveals suitable zones for soil remediation program, CARBON REDUCTION CERTIFICATE • Wombat State Forest – example of direct
Slide 11: GOLD – Food Secure Melbourne (FSM) Project
GOLD –Food Secure Melbourne (FSM) Project • Food Secure Melbourne project (FSM) aligns perfectly with the Company’s approach to Mining, ensuring that the downstream impacts can improve the environment and community • FSM – innovative, technology-based, utilizes waste streams and converts them into o
Slide 12: GOLD – Planned Environmental Gains from Gold Mining
GOLD – Planned Environmental Gains from Gold Mining • Water Management • No Waste Dumps – stabilizing historical voids under community • Pilot Trout Farm – Proof of • The Food Secure Melbourne Project (FSM) requires waste rock for Concept in North Blackwood effective soil re-engineering; • Cauldron’
Slide 13: URANIUM – Power for Climate Change
URANIUM – Power for Climate Change • Cauldron discovered and progressed the globally significant uranium resource at Bennet Well1 within it’s significant Yanrey Project landholding in northern Western Australia • Bennet Well considered amenable to mining extraction by In Situ Recovery (ISR) • ISR –
Slide 14: SAND – Global Silica Shortage
SAND – Global Silica Shortage • Global Sand market moving to Deficit The river catchment areas replenishing • Demand for river sand includes island building, concrete, glass and electronics the quality sand in • Low cost and low environmental impact sources in high demand Cauldron’s 3 river mouth le
Slide 15: SAND – Global Shortage in Silica
SAND – Global Shortage in Silica Bulk Carrier Monthly Shipping Cost (USD) (Source; Braemar) • Global shortage in silica impacting vehicle availability in $90,000 Australia $80,000 $70,000 • CXU well positioned in 3 major river systems close to sea- borne transport $60,000 $50,000 • Current shipping
Slide 16: Corporate Overview
Corporate Overview Capital Structure Board & Management 376.3m Simon Youds Jess Oram Michael Fry ORDINARY SHARES EXECUTIVE CHAIR NON-EXECUTIVE DIRECTOR CFO & COMPANY SECRETARY Judy Li Chenchong Zhou Derong Qiu $13.2m NON-EXECUTIVE DIRECTOR NON-EXECUTIVE DIRECTOR NON-EXECUTIVE DIRECTOR MARKET CAPITIL
Slide 17: Contact Details
Contact Details Simon Youds Executive Chair +61 408 937 928 simony@cauldronenergy.com.au ASX: CXU Jess Oram Non Executive Director +61 448 110 009 jesso@cauldronenergy.com.au First Floor, 1008 Wellington Street West Perth WA 6005, Australia Phone: +61 8 6270 4693 Michael Fry Company Secretary +61 41
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