Nexgen Energy Ltd. · TSX:NXE
Nexgen Energy — Investor Presentation (April 2013)
26 slides from Nexgen Energy's investor presentation, April 2013
Slide 1: Targeting the next world class uranium ore body
Creation of a significant Athabasca Basin uranium explorer Targeting the next world class uranium ore body Athabasca Basin, SK TSX.V : NXE April 2013
Slide 2: Information Contained in This Presentation
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 it to be construed as, a prospectus, an advertisement, or
Slide 3: Cautionary Note Regarding Forward-Looking Information
CAUTIONARY NOTE REGARDING FORWARD-LOOKING INFORMATION Statements contained in this presentation that are not current or historical factual statements may constitute “forward-looking information” within the meaning of applicable securities laws including statements with respect to the properties, a c
Slide 4: Summary
Summary Significant achievements over the last 12 months! • Identified and acquired a strategically positioned exploration package in the world’s leading uranium province, Athabasca Basin, Saskatchewan, Canada • Raised $15.6M as a private company • TSXV listing approval received, trading Tuesday 23
Slide 5: Asset Location Map
Asset Location Map East Athabasca Basin Projects predominantly located in the shallower sections/ boundary of the Athabasca Basin at the unconformity Radio adjacent to Roughrider 4
Slide 6: Radio Property Location
Radio Property Location Claim Maps and Nearby Uranium Deposits (1) ~100Mlb indicated and ~50Mlb of inferred resources within 10km radius of Radio Resources Grade Deposit Owner (Mlb U3O8) (% U3O8) S-113997 Inferred – 40.7 11.30% Rio Tinto Roughrider (2) Indicated – 17.2 1.98% (Hathor) – 100% Inferred
Slide 7: Radio Property Location
Radio Property Location – Radio is adjacent to and covers the extension of the interpreted E-W structural corridor which hosts the world class Roughrider deposits Fission J-Zone (2010) Roughrider (2008) Roughrider East (2009) Indicated - 7.4Mlb Indicated – 17.2Mlb Inferred – 30.1Mlb Inferred - 1.5Ml
Slide 8: Radio Project Aeromagnetics and VTEM
Radio Project Aeromagnetics and VTEM Flown April 2011 7
Slide 9: Asset Location Map
One of the most dominant land positions on Asset Location Map the Western side of the Athabasca Basin Rook I adjacent to Patterson Lake South discovery, Land position covers the shallower section of the Basin at the unconformity 8
Slide 10: Rook I – Adjacent to Patterson Lake South FIS/AMW JV
Rook I – Adjacent to Patterson Lake South FIS/AMW JV 9
Slide 11: Rook I – Adjacent to Patterson Lake South FIS/AMW JV
Rook I – Adjacent to Patterson Lake South FIS/AMW JV Highlights – Located directly to the northeast of and along strike from the Fission/Alpha Patterson Lake South property with one reported intersection of 12.5m @ 2.49% U3O8 – The same conductor system trends onto the Rook 1 property, and bedrock s
Slide 12: Northwest Athabasca Project
Northwest Athabasca Project* Highlights. – Zone 2A drilling in 2012 returned a result of 1.5m @ 2.48% U3O8 (incl. 0.5m @ 5.77% U3O8) from a vertical depth of 26m. – Barney drilling in 2012 returned a result of 7.0m @ 0.132% from a vertical depth of 119m. – 50/50 JV with Forum Uranium Corp.. Forum an
Slide 13: Exploration Program and Budget
Exploration Program and Budget A continuous and focused exploration program* Budget Property Program When ($M) Summer drilling campaign of 12 holes June – July Radio $2.25M 2013 Resistivity Survey May – July Rook I $1.25M Summer drilling campaign of 6 holes 2013 NexGen Geophysics properties NE June
Slide 14: Share Structure
Share Structure Share Structure: Current No. of shares Shares issued and outstanding 86,813,166 Warrants ($0.40 - $0.60) 7,879,056 Options ($0.40) 5,750,000 100,442,222 Cash at Bank on close of RTO proforma $6.3M Ownership Pro forma (Undiluted): Tigers Realm Minerals & Associates 27% Mega Uranium 25
Slide 15: Board of Directors
Board of Directors Strong board with a successful track record – Gordon Bogden, Chairman – Leigh Curyer, Chief Executive Officer – Chris McFadden, Director – Trevor Thiele, Director – Richard Patricio, Director – Gerry Feldman, Director – James Currie, Director 14
Slide 16: Appendices
APPENDICES ©NexGen i
Slide 17: Uranium Market Update
Uranium Market Update – Nuclear growth is robust post Fukushima – August 2012: PDN 2019 – 2024 contract, UAE $3BN supply contracting, Cameco purchased Yeelirrie for $430MM – Forecasted reduction in secondary supply in late 2013 due to expiry of HEU – Supply/demand deficit forecasted with a high reli
Slide 18: Uranium Market Update
Uranium Market Update Japanese PM Shinzo Abe tours Fukushima 29 Dec 2012 “Observers widely expect Japan to restart its nuclear programme on the LDP's watch” “His government said Thursday it would review a pledge by the previous administration to scrap nuclear power within three decades and would giv
Slide 19: Athabasca Basin Uranium Target Model
Athabasca Basin Uranium Target Model – Uranium is associated with basement fault systems, resulting in extensive alteration envelopes above mineralisation; depth to basement at Radio ~170 – 200m Radio Targets Alteration in overlying Athabasca Basin U U U U U U U ATHABASCA TARGET MODEL Source: Card e
Slide 20: Radio Property Neighbors
Radio Property Neighbors Midwest A Deposit Indicated – 5.8Mlbs Inferred – 4.3Mlbs Midwest Dam Midwest Lake Deposit Indicated – 42.9Mlbs Inferred – 0.4Mlbs Source: Hathor Exploration April 2011 Corporate Presentation 19
Slide 21: Tenement History & Exploration, 1969 - 2011
Tenement History & Exploration, 1969 - 2011 Radio has never had a single drill hole! April 2011: Aerial VTEM and magnetic survey 1969: 1976-82: Regional 1992: 2002: 2005: Airborne radiometric radiometrics, gravity; Boulder Aero TM and Hathor aerial survey and a hydro EM; lake sediment geochemistry S
Slide 22: Radio Option Agreement Terms
Radio Option Agreement Terms – Exclusive option to earn initial 70% interest over 3 years for (i) $15M in expenditures on the property ($5M by March 31, 2014, $5M by May 31, 2014, $5M by 31 March 2015); and – Cash payments of $6M due as follows: – $3.1M cash has been paid – $600k per annum (next 30
Slide 23: United States Legal Disclaimer
UNITED STATES LEGAL DISCLAIMER NexGen is proposing to sell Common Shares in the United States on a private placement basis, to certain investors pursuant to an exemption from the registration requirements of the United States Securities Act of 1933, as amended (the “Securities Act”). This confidenti
Slide 24: Risk Factors
RISK FACTORS Prospective investors are cautioned that investment in the Company is highly speculative due to the nature of the Company’s business and the present early stage of its development. You should be prepared to accept that you may lose your investment in the Company. There are a number of r
Slide 25: Rights of Withdrawal and Rescission – Ontario
RIGHTS OF WITHDRAWAL AND RESCISSION ONTARIO In certain circumstances, subscribers for the Securities in the Province of Ontario shall have a right of action for rescission and/or damages, in addition to any other right they may have at law, against the Company if this confidential presentation or an
Slide 26: Rights of Withdrawal and Rescission – Alberta
RIGHTS OF WITHDRAWAL AND RESCISSION ALBERTA In certain circumstances, subscribers for the Securities in the Province of Alberta shall have a right of action for rescission and/or damages, in addition to any other right they may have at law, against the Company if this confidential presentation or an