Cauldron Energy Limited · ASX:CXU
Cauldron Energy — Investor Presentation (October 2013)
17 slides from Cauldron Energy's investor presentation, Oct 21, 2013
Slide 1: Beijing Investor Presentation
For personal use only BEIJING INVESTOR PRESENTATION October 2013
Slide 2: Disclosure Statements
Disclosure Statements Forward Looking Statements For personal use only 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 3: Key Asset Summary
Key Asset Summary TOP-SHELF URANIUM AND BASE METAL ASSETS For personal use only Australia Yanrey Project, WA (Uranium) Potential significant ISR opportunity Marree Project, SA (Lead Silver Copper Gold) 40% Korean Consortium JV (Deawoo, LG & Kores) Argentina Rio Colorado (Copper Silver Uran
Slide 4: World Uranium News
World Uranium News For personal use only GLOBAL PROBLEM: GROWING DEMAND AND INSUFFICIENT SUPPLY US Runs Out of Nuclear Fuel from Russian Warheads Jul. 2013 50% of fuel used in US nuclear plants derives from dismantled warheads; ~95% of the fuel targeted under the “Megatons to Megawatts” program has
Slide 5: World Nuclear Energy Market
World Nuclear Energy Market For personal use only EMERGING ECONOMIES BANKING ON NUCLEAR POWER TO MEET ELECTRICITY DEMANDS Nuclear power is the lowest social and economic cost power option for developing nations Fukushima devalued stocks and impacted supply, not material on demand China’s electric
Slide 6: Demand Increase/Supply Decrease
Demand Increase/Supply Decrease For personal use only COMMODITY PRICE IS THE BIGGEST IMPEDIMENT TO SUPPLY GROWTH Uranium forecast to be top performing commodity Forecast global nuclear power growth ~34% by 2030 2011 mine production of ~54,000 tons (~120Mlb) uranium fulfilled 85% global demand Mt
Slide 7: Socially Responsible Power
Socially Responsible Power For personal use only NEXT GENERATION NUCLEAR POWER HAS LOWEST INTRINSIC COST Renewable energy sources as a baseload option are realistically 50-100 years away Low emission power: nuclear is the only carbon free baseload source of electricity – Watch Film “Pandora’s Pr
Slide 8: Recent CXU News
Recent CXU News High Grade Uranium Intersected in Diamond Drilling at Bennet Well, Yanrey, WA For personal use only Oct. 2013 Inc. 6.48m @ 602ppm eU3O8; 100% holes economic uranium, recovering 93.6% core showing ISR potential CXU to Drill Large Geophysical Anomaly Beneath Ooloo Mine, Maree, SA Sep.
Slide 9: Energia Minerals Takeover
Energia Minerals Takeover For personal use only CXU Offer Offer 1 CXU share for 8 EMX shares values EMX at ~29% premium to market1 Resource at 16.7Mlb 3-4 times valuation multiple at $1-1.5/U3O8 Resource lb Regional Uranium camp consolidation reflects confidence in CXU’s Yanrey region (WA) Oppo
Slide 10: Yanrey Project, Western Australia
Yanrey Project, Western Australia POTENTIAL ISR MINING OPPORTUNITY For personal use only Inferred Uranium Resource1 increased 300% 15.7Mlb @ 270ppm eU3O8 @150ppm cut-off Oct13: new high grade uranium areas intersected inc. 6.48m @ 602ppm eU3O8, grade thickness of 3901ppm 100% holes intersected ec
Slide 11: Bennet Well: ISR Project Gateway
Bennet Well: ISR Project Gateway YANREY EXPLORATION POTENTIAL EXPANDED 300%: 25-30MLB TO 30-115MLB1 For personal use only Current JORC compliant resource on E08/1493 is 15.7Mlbs (7,140t) eU3O8 at 267ppm (150 ppm cut-off) Indicated resource: 3.1 Mlbs (1,400t) eU3O8 at 313ppm Inferred resource:
Slide 12: Potential Yanrey Production
Potential Yanrey Production GETTING YANREY INTO PRODUCTION WITHIN NEXT 5 YEARS For personal use only Planned Energia takeover and the Bennet Well scoping study reflect CXU’s commitment Realistic production timeframe following Toro, WA 1st uranium mine to receive approval ISR style mining: quic
Slide 13: Marree Base Metals Update
Marree Base Metals Update Recent Project News For personal use only New, large untested geophysical anomaly coincident with high-grade base metal mineralisation at Ooloo Mine to be drill tested IP data analysis identifies potential extensions to Ooloo Silver-Lead Mine and large high-grade polymeta
Slide 14: Corporate Overview
Corporate Overview ASSET RICH COMPANY | MAJOR STOCK PRICE IMPROVEMENT POTENTIAL For personal use only Capital Structure* CXU Team Ordinary shares 159.6M Mr Tony Sage Chairman Unlisted options 4.3 M Mr Brett Smith Exec. Director Market cap. (AUD$0.13) A$20.75M Mr Qiu Derong Non-Exec. Dire
Slide 15: Use of Proceeds
Use of Proceeds Detailed Use of Proceeds: $2M & $3M For personal use only Q4 2013 H1 2014 Totals $1,076,000 $4,090,000 Corporate Costs Argentina $180,000 $360,000 Cost of Funding $100,000 $150,000 EMX $150,000 $150,000 Yanrey Geophysics & Access Survey inc. Heritage Survey $150,000 $240,000 Drilling
Slide 16: Investment Highlights
Investment Highlights For personal use only PREDICTED UPSURGE IN URANIUM PRICE POTENTIAL FOR SIGNIFICANT RETURNS ON INVESTMENT Outstanding cash margin at low commodity prices Commodity prices expected to more than double to meet world demand Undervaluation of quality uranium miners creates cre
Slide 17: 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
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