Nexgen Energy Ltd. · TSX:NXE
Nexgen Energy — Investor Presentation (June 2021)
25 slides from Nexgen Energy's investor presentation, June 2021
Slide 1: NexGen Energy Ltd - Delivering the clean energy of the future
©NexGen Energy Ltd. Delivering the clean energy of the future. ae NexGen Energy Ltd SY J 2021 ane PROUD PARTNER
Slide 2: Forward Looking Statements
Forward Looking Statements 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 to be construed as a prospectu
Slide 3: Milestones
Milestones Exceeding 2021 objectives 1. Conversion of CEF convertible debentures to equity – Feb 2021 2. Feasibility Study – Feb 2021 3. Financing – Raised $172M equity in March 2021 to support construction activities for Project 4. Team Additions (Project and Executive) – Recent announcement of CFO
Slide 4: Green Global Electrification
Green Global Electrification
Slide 5: Something to Think About: Want to Make a Real Difference?
Something Want to Make to Think a RealAbout Difference? • Tesla produces 500,000 EVs annually (only 175,000 are truly ‘green’ by charging power source) • The Market Capitalization of Tesla is US$550Bn. • The uranium mining industry fuels reactors globally which removes over 500,000,000 car-equivalen
Slide 6: BREAKING NEWS: Europe and US Supporting Nuclear Power
BREAKING NEWS: Europe and US Supporting Nuclear Power 6
Slide 7: The Global Nuclear Renaissance
The Global Nuclear Renaissance 7
Slide 8: Focusing on Uranium Supply
Focusing on Uranium Supply • Demand is growing and faster than forecasted, yet the thesis requires NO demand growth • Primary Supply Impacts: • Significant mine shutdowns as a result of low uranium prices and increasing production costs through this prolonged 10- World Nuclear Association Supply-Dem
Slide 9: Uranium Bull Cycle
Uranium Bull Cycle Source: BMO Capital Markets 9
Slide 10: Commodity Equities Vs. Inflation
Commodity Equities Vs. Inflation Uranium equities have historically outperformed during periods of high inflation Source: BMO Capital Markets 10
Slide 11: The Elite Arrow Project
The Elite Arrow Project Delivering the clean energy of the future.
Slide 12: Strategic Tier One Asset
Strategic Tier One Asset 1. LOW COST & ENVIRONMENTALLY ELITE • Production costs at the bottom of the global cost curve incorporating a new elite standard for environmental mine management. 2. LONG-LIFE • Multi-decade project featuring active and ongoing decommissioning with complete production flex
Slide 13: Strategic, Robust and Environmentally Elite
Strategic, Robust and Environmentally Elite The Rook I Project is the largest development-stage uranium deposit in the world. The Project has advanced through a Preliminary Economic Assessment (“PEA”) in 20171, a Pre-feasibility Study (“PFS”) in 20182 and now a Feasibility Study (“FS”) all based on
Slide 14: Top Feasibility Study Outcomes
Top 5 Feasibility Study Outcomes 1. Enhanced Environmental Performance a) Optimized facilities layout reducing the project footprint by approximately 20% and lowering on-site personnel transportation and ore haulage. b) Optimized shaft sizing, water usage through advanced water recycling and plant e
Slide 15: A Naturally De-risked Technical Setting
A Naturally De-risked Technical Setting The characteristics of the Arrow deposit are conducive to conventional low-cost bulk mining methods and best-in-class tailings and environmental mine management. The natural geological setting of the deposit eliminates the requirement for complex, costly and t
Slide 16: Strategic Flexibility & the Uranium Market
Strategic Flexibility & the Uranium Market Strategic Flexibility • Geometry of the Arrow Deposit combined with the competent ground conditions allows for maximum market flexibility to fully optimize economics of mine and respond to supply-demand imbalances appropriately. • Combination of no material
Slide 17: Arrow Resilient Economics: Uranium Price Sensitivity
Arrow Resilient Economics: Uranium Price Sensitivity Uranium Price ($ USD/lb U3O8) After-Tax NPV8 After-Tax IRR $100/lb U3O8 CAD $8.13 Billion 81.6% $90/lb U3O8 CAD $7.20 Billion 76.8% $80/lb U3O8 CAD $6.27 Billion 71.5% $70/lb U3O8 CAD $5.33 Billion 65.8% $60/lb U3O8 CAD $4.40 Billion 59.5% $50/lb
Slide 18: Conventional Low Risk Mining and Processing
Conventional Low Risk Mining and Processing • Conventional longhole stoping combined with transverse stoping in ultra high-grade zones. • Shaft access combined with internal ramps. • Average LOM ore production rate of 1,207 tpd producing peak production of 30Mlbs U3O8 per annum. • Predictable and lo
Slide 19: Unparalleled Exploration Potential
Unparalleled Exploration Potential N Weak Conductor Pick Medium Conductor Pick Strong Conductor Pick Regional Target Areas showing VTEM and ZTEM Picks, known uranium occurrences (yellow stars and DER-04), gravity low outlines (dashed lines), Athabasca Basin margin (yellow line), underlain by regiona
Slide 20: Sustainability
Winner of PDAC 2018 Bill Dennis Award For a Canadian Discovery Winner of PDAC 2019 Environmental & Social Responsibility Award Sustainability
Slide 21: Responsible Tailings Management
Responsible Tailings Management BEST-IN-CLASS • All processed waste streams to be stored in an Underground Tailings Management Facility (“UGTMF”). The UGTMF will significantly reduce the surface footprint of the Rook I project and represents continued and ongoing reclamation during operations, allow
Slide 22: Arrow Social & Economic Benefits
Arrow Social & Economic Benefits • Education • Summer student program which has seen 29 students attend since inception in 2016 • NexGen provides bursary opportunities for post-secondary students that show exemplary efforts for education and community – 6 have been provided bursaries into Geology, H
Slide 23: Capital Structure
Capital Structure é ©NexGen Delivering the clean energy of the future. Energy Ltd.
Slide 24: Capital Structure
Capital Structure 471M Shareholders Shares Issued 5% Insider Ownership 506M Fully Diluted (1) Institutional: 74% Retail: 26% • CEF Holdings (Li Ka-Shing) 35M Options C$213M voting support • Queens Road Capital voting support • Mega Uranium Cash • Kopernik Global • Segra Capital • CQS LLC • Falcon Ed
Slide 25: Milestones
Milestones Exceeding 2021 objectives 1. Conversion of CEF convertible debentures to equity – Feb 2021 2. Feasibility Study – Feb 2021 3. Financing – Raised $172M equity in March 2021 to support construction activities for Project 4. Team Additions (Project and Executive) – Recent announcement of CFO