Laramide Resources Ltd. · TSX:LAM
Laramide Resources — Investor Presentation (August 2021)
17 slides from Laramide Resources's investor presentation, August 2021
Slide 1: A Diversified Uranium Developer in an Emerging Growth Market
AUGUST 2021 Laramide Resources Ltd. A DIVERSIFIED URANIUM DEVELOPER IN AN EMERGING GROWTH MARKET TSX: LAM | ASX: LAM | OTCQX: LMRXF | www.laramide.com
Slide 2: Disclaimer
DISCLAIMER This presentation is provided on the basis that neither the Company Actual results and future events could differ materially from anticipated nor its representatives or advisors make any warranty (express or in such information. These and all subsequent written and oral implied) as to the
Slide 3: Well Positioned Today in Uranium Sector
W E L L P O S I T I O N E D T O D AY I N U R A N I U M S E C T O R Laramide is a Canadian-based company with globally diversified and strategic uranium assets in the United States and Australia. Premier In Situ Recovery (ISR) division – Churchrock Project in New Mexico provides near-term production
Slide 4: Macro - Uranium Market: Where Have We Been?
M A C R O – U R A N I U M M A R K E T: W H E R E H AV E W E B E E N ? The World’s Clean Reliable Energy “In this emerging environment, the recent complacency of utility fuel buyers with respect to security of supply is likely to be tested.” Laramide Resources Ltd.’s President and CEO Marc Henderson
Slide 5: Macro - Uranium Market: Where Are We Going?
M A C R O – U R A N I U M M A R K E T: WHERE ARE WE GOING? World Nuclear Association Demand Projections to 2040 Little to no demand destruction as nuclear is NOT GDP correlated in the short to medium term Market was already in primary supply deficit heading into 2020 COVID-19 is a material Nuclear E
Slide 6: When Contracting Resumes Where Will It Come From?
WHEN CONTRACTING RESUMES WHERE WILL IT COME FROM? Top 10 Producing Uranium Countries FACTORS TO CONSIDER 13% 2%* 41% 5.4% 3.5%* There Is No 2nd Canada Ukraine Kazakhstan Russia China Kazakhstan Cost Curve Scale (biggest supply additions will entail long lead times, higher costs) Geopolitical Favouri
Slide 7: Large Scale, High Quality USA & Australian Projects
LARGE SCALE, HIGH QUALITY USA & AUSTRALIAN PROJECTS CHURCHROCK & CROWNPOINT MURPHY URANIUM PROJECT PROJECTS In Situ Recovery Division. WESTMORELAND New Mexico (USA) Northern Territory (Australia) URANIUM PROJECT Northwest Queensland (Australia) LA SAL & LA JARA MESA PROJECTS Hardrock assets. Utah (U
Slide 8: Churchrock Project Highlights
CHURCHROCK PROJECT HIGHLIGHTS LARGE U.S. URANIUM SIGNIFICANT LOW COST NRC LICENSE AND EXPLORATION DEPOSIT RESOURCE1 RECOVERY2 PERMITTING UPSIDE • The Project is a • 2017 independent NI • Amenable to In-Situ • Major permitting work • Through the Resource significant uranium 43-101 Mineral Recovery (I
Slide 9: Developer Resource Comparison
D E V E L O P E R R E S O U R C E C O M PA R I S O N $3.00 EV / Resource Base Excellent in-ground $2.50 price leverage. $2.50 Enterprise Value to Global $2.00 Resource/Reserve Base. $1.50 $1.00 $0.50 $0.00 Peer ISR Resources 71.6M Lbs ISR Peer Grade (%U3O8) 60.6M Lbs 53.7M Lbs Energy Fuels 0.109% 42
Slide 10: Westmoreland Project Highlights
WESTMORELAND PROJECT HIGHLIGHTS LARGE AUSTRALIAN URANIUM SIGNIFICANT SIMPLE DEPOSIT RESOURCE1 MINING1 Westmoreland is one of the largest Total resource of 51.9 million pounds Westmoreland is intended to be an undeveloped uranium deposits in of uranium (U3O8): 36 million pounds open cut operation fro
Slide 11: Murphy Project - Major Greenfield Opportunity
M U R P H Y P R O J E C T – MAJOR GREENFIELD OPPORTUNITY NORTHERN TERRITORY, AUSTRALIA Newly acquired Newly acquired DISTRICT SCALE EXPLORATION WORLD CLASS MINING JURISDICTION MURPHY ACQUISITION COMPLETED The Murphy Uranium Tenements (683 km 2) The Northern Territory hosts several well- Laramide com
Slide 12: Corporate Snapshot
C O R P O R AT E S N A P S H O T PUBLICLY TRADED Shares on Issue5 171.1M Fully Diluted 225.1M LAM Market Price (CAD)2 $0.56 TSX Market Cap ~CAD $95.8M Cash & Investments4 ~CAD$1.3M LAM Loan Facilities3 USD $6M ASX1 Major Shareholders Management/Directors own 11% Uranium focused institutions, includi
Slide 13: URNM ETF Holdings' Market Cap
URNM ETF HOLDINGS’ MARKET CAP Excludes companies >$1B (Kazatomprom, Cameco, CGN, Nexgen). 1,000 900 800 USD $ Millions 700 600 500 400 300 200 100 0 Source: North Shore Global Uranium Mining ETF, as of May 25, 2021 13
Slide 14: The New Uranium Bull Market
T H E N E W U B U L L M A R K E T: DOES HISTORY REPEAT, WILL IT RHYME, OR IS IT DIFFERENT THIS TIME ? THE LAST URANIUM BULL MARKET THE EMERGING URANIUM BULL MARKET 2003-2008 2020-???? Primarily demand driven (China build out) with price Contracting less important vis-à-vis nation state players; dict
Slide 15: 2021 Value Drivers
2 0 2 1 VA L U E D R I V E R S Continuing Uranium price recovery and initiation of meaningful utility contracting cycle USA security of supply concerns turn into an actual legislated response Completion of initial Churchrock PEA Uranium price recovery achieves level where increasing visibility becom
Slide 16: Contact Info
C O N TA C T I N F O Marc Henderson President and CEO Phone (Toronto): LARAMIDE CORPORATE OFFICE +1 (416) 599-7363 The Exchange Tower 130 King Street West Email: Suite 3680, PO Box 99 info@laramide.com Toronto, Ontario Canada M5X 1B1 TSX: LAM | ASX: LAM | OTCQX: LMRXF | www.laramide.com 16
Slide 17: Thank You
THANK YOU TSX: LAM | ASX: LAM | OTCQX: LMRXF | www.laramide.com
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