Cauldron Energy Limited · ASX:CXU
Cauldron Energy — Investor Presentation (October 2014)
21 slides from Cauldron Energy's investor presentation, Oct 17, 2014
Slide 1: Company Presentation
17 October 2014 Company Presentation ABN 22 102 912 783 For personal use only 32 Harrogate Street, West Leederville WA 6007 Australian resources company, Cauldron Energy Limited (ASX: CXU) (“Cauldron” or “the Company”) is pleased to attach a copy of the presentation which will be PO Box 1385, West p
Slide 2: China Mining, Tianjin, China October 2014
For personal use only China Mining, Tianjin, China October 2014
Slide 3: Disclosure Statements
Disclosure Statements For personal use only 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 certai
Slide 4: CXU: ASX - Investment Highlights
CXU: ASX - Investment Highlights For personal use only POTENTIAL FOR SIGNIFICANT RETURNS ON INVESTMENT GLOBAL BASE METALS AND URANIUM PROJECTS Ø 3 Global scale potential projects now fully funded for development Ø ISR Uranium - Bennet Well, Yanrey Region, Carnarvon WA - drilling Ø Silver Lead Cop
Slide 5: Uranium & Base Metal Assets
Uranium & Base Metal Assets For personal use only TOP-SHELF URANIUM AND BASE METAL ASSETS Australia Ø Yanrey Project, WA (U) Ø Bennet Well: 8 holes increase uranium resource by 18.6% Ø 10,000dm (~100 hole) drilling program starting Oct14 Ø Marree Project, SA (Pb-Ag-Cu-Au) & Uranium Ø Geophysica
Slide 6: Recent CXU News
Recent CXU News For personal use only Drilling starts on 10,000 drill metre program at Bennet Well, Yanrey Region Oct 2014 Start of 100 hole program following from previous 8 core hole program resulting in 18% resource upgrade Independent report indicates Bennet Well Uranium potential by 2019 Oct 20
Slide 7: Bennet Well, Yanrey Region
Bennet Well, Yanrey Region ISR SUITABILITY For personal use only VALIDATED BY LEACH TESTS Ø Resource1 upgrade 18% on 8 holes Ø Bennet Well resource1 18.6 Mlbs eU3O8 at 260ppm1 Ø ~50% increase in higher confidence resource category Ø Detailed wire-framed model underpins CXU’s confidence in Bennet
Slide 8: Independent Schedule Review
Independent Schedule Review For personal use only LOW CAPEX ISR PROJECTS PROVIDE GROWTH PLATFORM Ø ISR viable at current low uranium prices Ø Typical ISR mine gate production cost US$8 - 22/lb ~ depth & grade Ø Revenue multiples of C1 cash cost at forecast medium-term commodity prices circa $65-7
Slide 9: Potential World Class Deposits
Potential World Class Deposits For personal use only MARREE, SOUTH AUSTRALIA RIO COLORADO, ARGENTINA Ø Potential for large poly-metallic system Ø High Grade Copper and Silver (multiple deposits) Ø 16km outcrop, 11m wide, open at depth Ø Geophysical IP anomalies undercover with Ø multiple sample
Slide 10: Climate Change
Climate Change For personal use only NUCLEAR POWER ESSENTIAL TO THE GLOBAL RESPONSE Climate change requires +60% reduction in greenhouse gas emissions Ø China, Japan, India, Pakistan, Argentina embrace nuclear power as essential to new domestic and global energy mix Conservative estimates of the po
Slide 11: Climate Solution - Nuclear
Climate Solution - Nuclear For personal use only Ø Clean energy Ø Centralised power supply Ø No Carbon emissions Ø Allows fossil fuels for Ø ReducHon in global warming Ø Medicines and plasHcs Ø Uranium – efficient & supply for ‘000’s Ø Future generaHons, No other large years scale uses Ø No t
Slide 12: Corporate Overview
Corporate Overview For personal use only UNDERVALUED COMPANY | PROJECTS FUNDED FOR GROWTH Capital Structure Board & Management Ø Ordinary shares* 226M Tony Sage Chairman Ø Unlisted options* 13.9M Brett Smith Exec. Director Qiu Derong Non-Exec. Director Ø Market cap. (AUD$0.225)* A$50.8M Anson Hua
Slide 13: Investment Highlights
Investment Highlights For personal use only POTENTIAL FOR SIGNIFICANT RETURNS ON INVESTMENT GLOBAL BASE METALS AND URANIUM PROJECTS Ø 3 Global scale potential projects now fully funded for development Ø ISR Uranium - Bennet Well, Yanrey Region, Carnarvon WA - drilling Ø Silver Lead Copper Gold -
Slide 14: Contact Us
For personal use only CONTACT US Simon Youds David Tasker/ Colin Jacoby 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 E: david.tasker@ppr.com.au E: info@cauldronernergy.com.au ww
Slide 15: Appendix
For personal use only APPENDIX
Slide 16: Uranium Extraction Results
Uranium Extraction Results For personal use only BOTTLE ROLL TESTS CONFIRM HIGH URANIUM EXTRACTION Ø High levels of Uranium extraction achieved and Low Cost extraction anticipated Ø Bottle roll tests in acidic media without oxidant Ø Low acid consumption demonstrated Ø Uranium appears to exist i
Slide 17: Socially Responsible Power
Socially Responsible Power For personal use only NUCLEAR ENERGY ESSENTIAL MAJOR POWER GENERATION SOURCE By 2020, China & India will need additional >40Mlb uranium: equivalent to ~40% of 2011 global mine supply Ø Low emission power: nuclear is the only carbon-free baseload source of electricity Ø M
Slide 18: World Nuclear Energy Market
World Nuclear Energy Market For personal use only EMERGING ECONOMIES BANKING ON NUCLEAR POWER TO MEET ELECTRICITY DEMANDS Ø IAEA forecasts that if policies remain unchanged, world energy demand is projected to increase by over 50% by 2030* Ø Nuclear power is the lowest social and economic cost pow
Slide 19: Permeability vs Assays vs Leach Results – YNDD018
88.00m 55.8 md 88.10m 25.2 md Permeability vs Assays vs Leach Results – YNDD018 For personal use only URANIUM DISTRIBUTION WITH DEPTH HOLE YNDD018 START OF 89.95m – 95.05m Ø Image: mineralised zone in hole MINERALISED ZONE 5.1m @ 1209ppm U3O8 YNDD018 (red) and permeability data (yellow) 90.83m 4280
Slide 20: Yanrey Uranium Suited to ISR
Yanrey Uranium Suited to ISR For personal use only MINERALOGY PROVIDES REDOX ROADMAP Ø QEMSCAN and manual SEM testing strongly indicate several provenance areas for uranium mineralisation, all soluble = amenable to ISR Ø Uranium mineralisation forms in reducing environments Ø Reducing agents (zon
Slide 21: QEMSCAN/SEM Results
QEMSCAN/SEM Results For personal use only START OF YNDD018 MINERALISED ZONE BENNET WELL SOUTH Ø Dominant uranium- 89.95m – 95.05m containing phase 5.1m @ 1209ppm U3O8 with a chemical composition corresponding to the mineral SODIUM- ZIPPEITE Ø High recovery rates Sample DD00418: suggest this uraniu
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