Slide 1: Corporate Presentation November 2024
CORPORATE PRESENTATION NOVEMBER 2024
Slide 2: Cautionary Notes for the Reader
CAUTIONARY NOTES FOR THE READER FORWARD-LOOKING INFORMATION Certain information in this presentation constitutes “forward-looking information”, which is information regarding possible events, conditions or results of operations that is based upon assumptions about future economic conditions and cour
Slide 3: About Mega
ABOUT MEGA ▪ Mega Uranium is a uranium investment and exploration company with interests in uranium assets of various forms. ▪ Active in the space since 2004, we were an early participant in the uranium cycle of the 2000’s. ▪ Our management team has a long and successful track record of identifying
Slide 4: Investment Snapshot
INVESTMENT SNAPSHOT • Our investment portfolio was comprised of the following holdings as at September 30, 2024 (1): • Our portfolio includes (in “Other Investments”) interests in newly-formed uranium companies, several of which are not yet listed for trading on a public market, and we are actively
Slide 5: Market Opportunity
MARKET OPPORTUNITY THE OPPORTUNITY… • Global Energy Transition Driving Uranium Demand: Nuclear power is increasingly recognized as essential for achieving net-zero carbon goals, driving higher demand for uranium as a clean and reliable energy source. • Expanding Reactor Fleet: Anticipated global gro
Slide 6: Our Strategy
OUR STRATEGY THE STRATEGY… • Early and Targeted: Pursue opportunities in the uranium sector through investment in early-stage companies with promising assets and reliable management teams that provide significant upside potential. • Diversified: We hold equity interests in a range uranium assets, in
Slide 7: A Track Record of Success
A TRACK RECORD OF SUCCESS MGA:TSX Quarterly Share Price(1) $0.45 $0.40 $0.35 $0.30 $0.25 $0.20 $0.15 $0.10 $0.05 $0.00 (1) Closing price on the last trading day of each quarter. 7 megauranium.com TSX: MGA
Slide 8: A Track Record of Success: Marketable Securities
A TRACK RECORD OF SUCCESS Marketable Securities Quarterly (in $000s) (1) $35,000 $30,000 $25,000 $20,000 $15,000 $10,000 $5,000 $0 (1) As reported in our quarterly/annual financial statements for each period. 8 megauranium.com TSX: MGA
Slide 9: A Track Record of Success: Long-Term Investment (NexGen)
A TRACK RECORD OF SUCCESS Long-Term Investment (NexGen) Quarterly (in $000s) (1) $250,000 $200,000 $150,000 $100,000 $50,000 $0 (1) As reported in our quarterly/annual financial statements for each period. 9 megauranium.com TSX: MGA
Slide 10: A Track Record of Success: Total Assets
A TRACK RECORD OF SUCCESS Total Assets Quarterly (in $000s)(1) $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $0 (1) Total assets include marketable securities, long-term investment (NXE) and equity investment (Toro), among our other assets, as reported in our quarterly/annual financial statem
Slide 11: Track Record of Success: NXE Share Price
TRACK RECORD OF SUCCESS… INVESTMENTS NXE Share Price (TSX monthly closing) $12.00 $10.00 $8.00 $6.00 $4.00 Mega founding round @ $0.50 with cash and vending assets including Rook 1 $2.00 Mega aquires additional shares @ $1.30 Mega sale of 2.5M shares $0.00 Feb-15 Jul-15 Dec-15 May-16 Oct-16 Mar-17 A
Slide 12: Track Record of Success: URC Share Price
TRACK RECORD OF SUCCESS… INVESTMENTS URC Share Price (TSX monthly closing) $6.00 $5.00 Mega sells @ $5.50 avg $4.00 Mega sells @ $3.60 avg $3.00 Mega sells @ $4.90 avg $2.00 Mega sells @ $2.50 avg $1.00 Mega founding round @$0.05 with cash and vending of Langer Heinrich royalty Mega special warrant
Slide 13: Track Record of Success: CUR Share Price
TRACK RECORD OF SUCCESS… INVESTMENTS CUR Share Price $4.00 (TSXV monthly closing) $3.50 Mega acquires additional shares @ $2.68 $3.00 Mega acquires additional shares @ $1.80 $2.50 Final payment in shares to Mega for Ben Lomond sale @ Merger with ISO @ $2.02 $2.26 deemed price $2.00 Mega acquires add
Slide 14: Track Record of Success: PUR Share Price
TRACK RECORD OF SUCCESS… INVESTMENTS PUR Share Price (TSXV monthly closing) $3.00 Mega acquires additional shares @ $2.45 $2.50 $2.00 $1.50 $1.00 $0.50 Mega founding round @ $0.70 Mega acquires additional shares @ $1.50 $0.00 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-
Slide 15: Increasing Shareholder Value: Share Price to NAV per Share
INCREASING SHAREHOLDER VALUE MGA:TSX Quarterly Share Price to NAV per Share(1) $0.70 $0.60 $0.50 $0.40 $0.30 $0.20 $0.10 $0.00 Share Price NAVPS (1) Net asset value (or NAV) per share is a non-IFRS financial measure, calculated as the value of total assets minus total liabilities (derived, without m
Slide 16: Increasing Shareholder Value: Share Price Discount to NAV
INCREASING SHAREHOLDER VALUE MGA Quarterly Share Price Discount to NAV(1) 70% 60% 50% 40% 30% 20% 10% 0% (1) Net asset value (or NAV) per share is a non-IFRS financial measure, calculated as the value of total assets minus total liabilities (derived, without modification, from our quarterly financia
Slide 17: Portfolio Snapshot
PORTFOLIO SNAPSHOT (AS AT NOVEMBER 2024 ) Company Description MGA Entry NexGen Energy is a Canadian company focused on developing the Rook I Founding shareholder in 2012 through cash investment and Project into a uranium mine. vending assets including Rook 1 IsoEnergy is a geographically diversified