Cauldron Energy Limited · ASX:CXU

Cauldron Energy — The Mining 2012 Resources Convention

26 slides from Cauldron Energy's conference presentation, Oct 31, 2012

  1. Slide 1: Company Presentation

    For personal use only COMPANY PRESENTATION The Mining 2012 Resources Convention 31 October – 2 November 2012 Brisbane, QLD Presented by: Simon Youds

  2. Slide 2: Corporate Snapshot

    Corporate Snapshot For personal use only Capital Structure (as at 29/10/12) Directors & Management  Ordinary shares 155.3 M  Exec. Chairman Tony Sage  Listed options 12.6 M  Exec. Director Brett Smith  Unlisted options 4.3 M  Non-Exec. Director Qiu Derong  Market cap. (AUD$0.45) A$69.9M  Ope

  3. Slide 3: Recent News: October 2012

    Recent News: October 2012 CXU: speculative base metals opportunity with significant blue sky, plus outstanding global For personal use only uranium assets with downside-risk negated by a demand driven, supply constrained upswing in the commodity price.  Notes Converted at Premium  Base Metals Disc

  4. Slide 4: Base Metals Discovery, S.A.

    Base Metals Discovery, S.A. For personal use only Extensive High-Grade Base Metal Mineralisation Discovered at Marree, S.A. Significant Discovery  8km x 10km Silver-Lead-Zinc anomaly  Visible sulphide mineralisation  Historical mining  Same geological province and similar metal association to Br

  5. Slide 5: Reconnaissance Sampling Success

    Reconnaissance Sampling Success For personal use only Anomaly Discovered by Modern Sampling Techniques on Unexplored Tenements  Historical workings with shafts border the 8km x 10km geochemical anomaly (N&S)  Extensive nature of mineralisation previously unrecognised:  rocks extremely weathered,

  6. Slide 6: Sample Analysis

    Sample Analysis For personal use only Mineral Correlations Indicate A Classic Base Metal Signature  Peak rock-chip results  taken from newly identified historical workings on the less- weathered margins of anomaly include:  936 g/t Silver (Ag)  +20 % Lead (Pb)  23 % Zinc (Zn)  1.72 g/t Gold (A

  7. Slide 7: Global Uranium Assets

    Global Uranium Assets For personal use only CXU: Top-Shelf Assets Distilled from Two Uranium Companies Uranium Australia  Yanrey W.A.  Marree S.A.  Lake Frome S.A.  Amadeus N.T. Uranium Argentina  Rio Colorado  Esperanza  Las Marias  Los Colorados Large Project Areas with Defined Uranium & R

  8. Slide 8: Socially Responsible Power

    Socially Responsible Power For personal use only Next generation nuclear power has lowest intrinsic cost: Social, Capex, Opex  Renewables are realistically 50 – 100 years away as baseload option  Low emission power is key; nuclear is the only carbon free baseload source of electricity  1t uranium

  9. Slide 9: World Nuclear Energy Market

    World Nuclear Energy Market For personal use only Emerging economies banking on nuclear power to meet electricity demands  Nuclear only clean energy fuel option for developing nations  Lowest social cost and financial power option given post Fukushima safety gains  China’s electricity demand grow

  10. Slide 10: Uranium Market Drivers

    Uranium Market Drivers “Supply not keeping up with demand For personal use only Tidal Wave 11th March 2011 Power Station Growth  Manifestation of worst case disaster scenario;  Operational 434 Man-made; 3-Mile Island, Chernobyl….  63 under construction; 496 planned or Fukushima… natural cause. pr

  11. Slide 11: Demand Growth & Supply

    Demand Growth & Supply For personal use only Forecast Nuclear Power Growth ~34% by 2030 v. Continued Demand Increase/ Supply Decrease  2011 mine production of ~54,000 tons uranium fulfilled 85% global demand  Mt to MW program ending in 2013 • how will this supply gap be filled?  Supply remains co

  12. Slide 12: Production Cost Step Change

    Production Cost Step Change For personal use only Current commodity price remain biggest impediment to supply growth  Current commodity price remain biggest impediment to supply growth  Current spot price ~$50/lb – trigger price is $85/lb  For supply growth, commodity price must increase Market D

  13. Slide 13: In-Situ Leach Uranium Deposits

    In-Situ Leach Uranium Deposits For personal use only Low Capex ISL Projects Provide Growth Platform  Sandstone roll-front ISL operations production price : $10/lb - $16/lb globally  Revenue at $50/lb is 4-5 times C1 cash cost  Room to grow and prosper in current market  Multiple deposits to one

  14. Slide 14: Social Engagement Important

    Social Engagement Important For personal use only ISL: Most Cost Effective + Safe Uranium Mining Method  Land: upon decommissioning, land readily reverts to its previous use  Water: quality reverts to original condition over time once oxygen input + leaching discontinued,  Radiation safeguards ap

  15. Slide 15: Asset Rich Company

    Asset Rich Company Argentina For personal use only  Large uranium endowment  Advanced nuclear power generation industry  Argentina currently imports 100% of U used  Government support + investment incentives  Rio Colorado: huge potential Australia  Advanced Uranium projects  $6.2M Marree JV (

  16. Slide 16: Yanrey Project: Western Australia

    Yanrey Project: Western Australia For personal use only Potential In-Situ Leach (ISL) Mining Opportunity  Inferred Mineral Resource1 7.3Mt @ 300ppm eU3O8 for 4.8Mlbs (2,200t) eU3O8 at a 150ppm cut-off  Between to Paladin’s 23.4Mlb Manyingee & Energia’s Nyang 9.2Mlb Resources  25-35Mlb Yanrey Expl

  17. Slide 17: Radiometric Geophysical Maps

    Radiometric Geophysical Maps CXU Yanrey Project, WA CXU Marree Project, SA For personal use only Dunns Manyingee Peepingee Weaner WeanerBore Bore21 Bennett Well YAN-1 Shallow Bore Main Road Channel North Granites Bore Main Road Channel Source Jane Well Golan A White Spot Dulc Kimbers Well 9 Bora Bor

  18. Slide 18: Marree JV: South Australia

    Marree JV : South Australia For personal use only Marree Project JV: KORES earning 50%  KORES, Daewoo, LG International (40% current holding)  $6.2 million over 3 years  Year 1 & 2 completed May 2011  Current mapping and soil sampling underway to define drill targets  Significant increase in ec

  19. Slide 19: Summary: Yanrey & Marree

    Summary: Yanrey & Marree For personal use only CXU Australia: Multiple Uranium Anomalies – Untested, Outstanding Potential  Sandstone deposits in fossil river systems average grades of between 0.05% - 0.40% U3O8  Sources  Eroded hot granites  Carbon derived from swamp environments  Consistent s

  20. Slide 20: Argentina: Nuclear Power

    Argentina: Nuclear Power For personal use only Argentina Wants Home Grown Uranium Supply to De-risk Power Growth  Two nuclear power generators  7% of National power consumption is nuclear  Current electricity supply is inadequate for demand and growth  2015 plan to grow nuclear power capacity to

  21. Slide 21: Rio Colorado: Argentina

    Rio Colorado: Argentina For personal use only Selected Channel Sample Results Best Assays 2,451 ppm 8 m @ 705 ppm U3O8 U3O8 11 m @ 246 ppm U3O8 17 oz/t Ag* 7 m @ 436 ppm U3O8 3.73% Cu 6 m @ 763 ppm U3O8 7 m @ 498 ppm U3O8 9 m @ 300 ppm U3O8 * = 17 oz/t Ag is upper detection limit for silver analysis

  22. Slide 22: Valuable Metal Content

    Valuable Metal Content For personal use only Work to Date Highlights Rio Colorado as a Copper/ Silver Opportunity with Uranium as “By-Product” Best Assays  Argentina’s 3 reactors need 7,500t or 16M lbs U3O8  3km of Rio Colorado’s 16km mineralised trend required to meet “life of reactor” demand  S

  23. Slide 23: Argentina Socio-Political Issues

    Argentina Socio-Political Issues For personal use only The Lights Are On….. 9 Julio Avenue, Buenos Aires  Federal Government understands strategic significance of in-country uranium supply  Government-owned projects with existing resources are located in environmentally sensitive areas (including

  24. Slide 24: Investment Highlights

    Investment Highlights For personal use only Current Underperformance in Junior Uranium Miners is Transient  Uranium market and supply/ demand forecast  Undervaluation of quality uranium miners creates credible buying opportunity  ISL C1 cost multiplies at low market price  New generation of nucl

  25. Slide 25: Disclosure Statements

    Disclosure Statements 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 certain other matters. Thes

  26. Slide 26: Contact Us

    For personal use only CONTACT US Simon Youds Tony Sage David Tasker Cauldron Energy Limited Professional Public Relations 32 Harrogate Street Tel: +61 (8) 9388 0944 West Leederville WA 6007 M: +61 (0) 433 112 936 Tel: +61 (8) 6181 9796 david.tasker@ppr.com.au info@cauldronernergy.com.au www.cauldron

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