Nexgen Energy Ltd. · TSX:NXE
Nexgen Energy — Investor Presentation (February 2022)
27 slides from Nexgen Energy's investor presentation, February 2022
Slide 1: Corporate Presentation February 2022
Corporate Presentation February 2022
Slide 2: Forward Looking Statements
Forward Looking Statements Information Contained in this Presentation This presentation is a summary description of NexGen Energy Ltd. (“NexGen” or the “Company”) and its business and does not purport to be complete. This presentation is not, and in no circumstances is to be construed as a prospectu
Slide 3: NexGen | Highlights
NexGen | Highlights • Strategic generational • Highly experienced • Strong and well- • Back end of licensing asset; management team respected shareholder and permitting phase • Deliver sustainable with proven track base including CEF of project; record of mining Holdings (Li Ka Shing) • Feasibility
Slide 4: Green Global Electrification
Green Global Electrification
Slide 5: Uranium 101
Uranium 101 • Highly concentrated uranium supply as a result of a +10 year bear market resulting in systemic underinvestment. • Key global demand markets: • 90% of uranium is consumed by countries with no uranium production – highly susceptible to geopolitical risks. • Largest demand market is the U
Slide 6: Want to Make a Real Difference?
Something Want to Make to Think a RealAbout Difference? • Tesla produces 500,000 EVs annually (only 175,000 are truly ‘green’ by charging power source) • The Market Capitalization of Tesla is US$1Tn. • The uranium mining industry fuels reactors globally which removes over 500,000,000 car- equivalent
Slide 7: The World Embracing Nuclear Energy
The World Embracing Nuclear Energy 7
Slide 8: A Paradigm Shift
A Paradigm Shift Fundamental Demand Factors Fundamental Supply Factors • Global energy transition to meaningfully address global warming • Extreme underinvestment in uranium sector for over 10 years. has resulted in significant new investment in nuclear demand. • No incentive provided to explore, de
Slide 9: Simple Resolution
Simple Resolution Annual supply deficit expected to equal 3x NexGen’s average annual volume by 2030 and over 6x by 2040s. • Kazatomprom recently stated: “Given both conventional and unconventional demand, there might not be enough guaranteed supply for everybody”. • UxC estimates 100Mlbs annual supp
Slide 10: Commodity Equities Vs. Inflation
Commodity Equities Vs. Inflation Uranium equities have historically outperformed during periods of high inflation Source: BMO Capital Markets 10
Slide 11: The Elite Arrow Project
The Elite Arrow Project Delivering the clean energy of the future.
Slide 12: Strategic Tier One Asset
Strategic Tier One Asset 1.LOW COST & ENVIRONMENTALLY ELITE •Production costs at the bottom of the global cost curve incorporating a new elite standard for environmental mine management. 2.LONG-LIFE •Multi-decade project featuring active and ongoing decommissioning with complete production flexibili
Slide 13: Strategic, Robust and Environmentally Elite
Strategic, Robust and Environmentally Elite The Rook I Project is the largest development-stage uranium deposit in the world. The Project has advanced through a Preliminary Economic Assessment (“PEA”) in 20171, a Pre-feasibility Study (“PFS”) in 20182 and now a Feasibility Study (“FS”) all based on
Slide 14: Arrow Resilient Economics: Uranium Price Sensitivity
Arrow Resilient Economics: Uranium Price Sensitivity Uranium Price ($ USD/lb U3O8) After-Tax NPV8 After-Tax IRR $100/lb U3O8 CAD $8.13 Billion 81.6% $90/lb U3O8 CAD $7.20 Billion 76.8% $80/lb U3O8 CAD $6.27 Billion 71.5% $70/lb U3O8 CAD $5.33 Billion 65.8% $60/lb U3O8 CAD $4.40 Billion 59.5% $50/lb
Slide 15: A Naturally De-risked Technical Setting
A Naturally De-risked Technical Setting The characteristics of the Arrow deposit are conducive to conventional low-cost bulk mining methods and best-in-class tailings and environmental mine management. The natural geological setting of the deposit eliminates the requirement for complex, costly and t
Slide 16: Conventional Low Risk Mining and Processing
Conventional Low Risk Mining and Processing • Conventional longhole stoping combined with transverse stoping in ultra high-grade zones. • Shaft access combined with internal ramps. • Average LOM ore production rate of 1,207 tpd producing peak production of 30Mlbs U3O8 per annum. • Predictable and lo
Slide 17: Grass Roots Discovery Potential – Planning for 2022 Underway!
Grass Roots Discovery Potential – Planning for 2022 Underway! • First pass regional exploration program in 2021 was highly successful. • 18 diamond drill holes over 10,000m drilled. • Identified multiple new areas of highly anomalous radioactivity including: Below Arrow, Camp East, Derkson. • Follow
Slide 18: Sustainability
Winner of PDAC 2018 Bill Dennis Award For a Canadian Discovery Winner of PDAC 2019 Environmental & Social Responsibility Award Sustainability
Slide 19: Inaugural Sustainability Report
Inaugural Sustainability Report Maximizing Value for Stakeholders & Building on an Elite ESG Profile • Sustainability initiatives have always been a key driver across operations, and we’re proud to have formalized our commitments in the 2020 Sustainability Report. • Sustainability topics for reporti
Slide 20: Responsible Tailings Management
Responsible Tailings Management BEST- IN-CLASS • All processed waste streams to be stored in an Underground Tailings Management Facility (“UGTMF”). The UGTMF will significantly reduce the surface footprint of the Rook I Project and represents continued and ongoing reclamation during operations, allo
Slide 21: Arrow Social & Economic Benefits
Arrow Social & Economic Benefits • Education • Summer student program which has seen 29 students attend since inception in 2016 • NexGen provides bursary opportunities for post-secondary students that show exemplary efforts for education and community – 6 have been provided bursaries into Geology, H
Slide 22: Catalysts & Capital Structure
Catalysts & Capital Structure
Slide 23: 2022 Look Ahead
2022 Look Ahead 2022 Priorities • Submission of all final Licensing Documents. • Submission of the Environmental Impact Statement (EIS). • 2021 Sustainability Report. • Completion of FEED. • Commencement of Detailed Engineering. • Geotechnical Confirmation Program. • Regional Exploration Drilling Ta
Slide 24: Capital Structure
Capital Structure 479M Shareholders Shares Issued 5% Insider Ownership 523M Fully Diluted (1) Institutional: 74% Retail: 26% 43M Options C$184M • CEF Holdings (Li Ka-Shing) voting support • Queens Road Capital voting support Cash • Mega Uranium • Kopernik Global • Segra Capital • CQS LLC ~8M Convers
Slide 25: Executive Team
Executive Team Name Experience Leigh Curyer • Founder of NexGen Energy and Chartered Accountant with years over 19 years of Chief Executive Officer, President & Director experience in the uranium mining sector having raised over $650M in equity • Former CFO of Southern Cross Resources where he led t
Slide 26: Board of Directors
Board of Directors Name Experience Christopher McFadden • Lawyer with +20 years experience in exploration and mining (Chairman) • Commercial General Manger for Rio Tinto Richard Patricio • Lawyer with +15 years capital markets experience • CEO and President of Mega Uranium Trevor J. Thiele • Charter
Slide 27: Advisory Board
Advisory Board Name Experience Charles Scorer • Served as the Chief Executive Officer of Accord Nuclear Resources in Special Advisor Uranium Marketing partnership with First Reserve Corporation. • +25 years of commercial and operation experience in uranium and global nuclear fuel market. • Former Ch
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