Berkeley Energia Limited · ASX:BKY
Berkeley Energia — FINEX (October 2018)
14 slides from Berkeley Energia's conference presentation, Oct 18, 2018
Slide 1: Salamanca poised for lift off…
Salamanca poised for lift off… Is the great uranium price squeeze coming to an end? FINEX October 18th 2018
Slide 2: Global Top Ten
ste BERKELEYenergia* KazAtomProm ie Comeco Areva ae ARMZ-Uranium Ore i 777 CNNC &CGN ‘PRODUCER et —y Navoi Sg 4, Se 25 Da —_ Berkeley Energia J Paladin
Slide 3: Low OPEX & existing infrastructure
Low OPEX & existing infrastructure EU funded infrastructure and low operating costs make the difference
Slide 4: Exploration programme
EXPLORATION programme Annual exploration expenditure to maintain steady state production Source: Berkeley Energia Definitive Feasibility Study, July 2016
Slide 5: China DOUBLES nuclear capacity
China DOUBLES nuclear capacity China set to double its nuclear capacity by 2020 and then double again by 2035 Source: BP Energy Outlook, 2017 Edition
Slide 6: US utilities URGENTLY need to start buying
US utilities URGENTLY need to start buying US utilities have a major re-contracting requirement by 2027 as high priced 2005-2007 contracts run off. Meanwhile, 58 reactors are currently under construction globally, a 25 year high in nuclear growth Source: 2016 uranium marketing annual report by the U
Slide 7: Production cuts
PRODUCTION cuts Production cuts remove 25% of world production in 2018
Slide 8: Tipping point in uranium price
TIPPING POINT in uranium price The Q3 spot market saw more transactions and more volume over the last three months than any time in history with the U3O8 price closing out September at $27.38. That is a $0.92 increase on the month and a $4.58 increase over the quarter.
Slide 9: Low uranium cost
LOW uranium cost Salamanca has amongst the lowest uranium production costs of all major suppliers
Slide 10: Reversing regional decline
REVERSING regional decline Salamanca project helps address largest population decline in Spain APPLICANTS 18,000 FOR 200 JOBS OF VILLAVIEJA’S PERMANENT 25% RESIDENTS HAVE APPLIED FOR A JOB 10
Slide 11: Job creation €250M
JOB creation Salamanca project hopes to address economic decline and depopulation POPULATION DECLINE - CASTILLA Y LEÓN SALAMANCA PROJECT Retortillo & -30% Villavieja de Yeltes 450 + 2,000 €250M
Slide 12: Historic Mining Region
Historic Mining Region Mining in the region for over 2,000 years Mines operated 400+ in Castilla y León
Slide 13: Nuclear contribution to energy mix
NUCLEAR contribution to energy mix Nuclear power is an important component of electricity supply in Spain
Slide 14: Strong local support
STRONG local support Residents clearly want the mine