Deep Yellow Limited · ASX:DYL
Deep Yellow — Investor Presentation (June 2007)
28 slides from Deep Yellow's investor presentation, June 2007
Slide 1: Deep Yellow Limited – A True Uranium Company
DEEP YELLOW LIMITED A TRUE URANIUM COMPANY
Slide 2: Disclaimer
DISCLAIMER While technical information contained in this presentation is based upon an independent technical review, no representation or warranty is made as to the accuracy, completeness, or reliability of the information in this presentation. Any forward looking information in this presentation ha
Slide 3: Background
BACKGROUND • 1970’s Uranium people decide to rejoin the game in 2005 • Present Board took control of ASX listed Deep Yellow in October 2005 • Market cap in October 2005 around $10 M and $1 M cash • Commenced aggressive M & A programme in Australia • Late 2006 expanded into Namibia through a merger •
Slide 4: What Makes Deep Yellow Different?
WHAT MAKES DEEP YELLOW DIFFERENT? • Company managed and directed by geoscientists • 13 Geoscientists employed, 6 of whom have a total of ~60 years uranium experience • Australian Tenements in diverse regions cover ~65,000 km2 • Namibia Tenements cover 2,622 km2 near Langer Heinrich • Alternative to
Slide 5: Board
BOARD • Leon Pretorius, Executive Chairman. A geochemist with 36 years industry experience with 18 years in uranium worldwide – the last 5 with Paladin Resources. MSc and PhD on uranium exploration and geochemical research • Martin Kavanagh, Executive Director. An exploration geologist with 36 years
Slide 6: Corporate
CORPORATE • 1,018,824,884 Shares and 45,500,000 Options (8.5 c to 60 c) • Market Cap ~$550 million • Current cash and receivables ~$28 M (Possibly $70 M) • Estimated 3 year exploration budget $40 million • Top 20 shareholders hold ~60% • Top 10 shareholders hold ~50% • ASX Top 300 Company
Slide 7: Geoscientific Personnel
GEOSCIENTIFIC PERSONNEL Australian team of 7 geoscientists, including: - • Geoff Gee. A geologist with 25 years experience, 10 of which spent on uranium with PNC in WA and the Arunta Province • Rudy Vooys. A geologist with 35 years experience, 10 of which spent on uranium with AGIP in NT – Kakadu, R
Slide 8: Uranium Price Graphs – Now US$125.00/lb
URANIUM PRICE GRAPHS – NOW US$125.00/lb Constant 2006 US$ vs. Current US$ Spot U3O8 Prices
Slide 9: Australian Projects
AUSTRALIAN PROJECTS &O NABBARLEK oy RANGER p69 ABILUKA "LING KONG RUM JUNGLE SE 2 Angton 2S N @ Hedleys Mistake onl ou = Creek Wade Testiory iS WESTMORELAND, ‘Matrix Metals Sherrin| © Queensland Agreement [Prospector] BEN® LOMOND & ~ VALHALLA" Anketell ic) KINTYRE A MtM = NE Arun pone 2 unta Western
Slide 10: Napperby Project
NAPPERBY PROJECT • 150 km from Alice Springs on bitumen road • Subject of a pre-feasibility study by Uranerz • 20 x 4 km area of uranium mineralisation delineated within 10 m of surface in 1970/80s (historic resources of ~6,000 tonne U3O8) • DYL drilled 250 large diameter (60 cm) holes late 2006 on
Slide 11: Tanami – Arunta
TANAMI – ARUNTA • Acquired 100% rights to uranium within Tanami Gold’s tenements covering 50,732 km² • Ongoing studies by Deep Yellow of available data defines substantial new targets including extensive anomalous calcrete filled palaeochannels • New Deep Yellow 100% tenements 6,375 km² • Commenced
Slide 12: Tanami – Arunta Province
TANAMI - [ , 131°E 133°E 19°S a - 7 F | y —$— + ‘ (oes 1<| ~~ S© anal Mine - SOLITAIRE ‘- 5 we o aise go SS Ce quate 0 The @s OFFICER == a - | om] Deep Yellow Tenure 100% 21°S Total land holding : 6375km? | Tanami Gold NL Agreement Total land holding : 50,732m? IOS W.A. = as —__— _____— NAPPERBY. oa
Slide 13: Officer Project – Uranium Channel
OFFICER PROJECT – URANIUM CHANNEL 150 km
Slide 14: NW Queensland
NW QUEENSLAND • Consolidating land position in this uranium province • Agreement to acquire the uranium rights to ~5,000 km² around Mt Isa and Cloncurry from Matrix Metals Ltd • Acquired Superior Uranium Pty LTD ~ 1,060 km² around Mt Isa and Cloncurry • Multiple uranium anomalies and 1970/80s drill
Slide 15: QLD and NW QLD
! | Deep Yellow Limited - Queensland Tenements Holdings | @ westmortend 136° 139° ' 1 1 Hl \ EPM15249/° Se WEDLeYs Mt Gordon! ® a Gunpowder @ EPM14916. re Pf Snacee. 7 ~. EPM 11090. el DYL Tenements Matrix Metals Ltd agreement tenements @® Mine © Uranium Prospects ps-~~@ Dajarra h ‘ i (| i i 1 \ \ \
Slide 16: Mt Isa Tenements Airborne Magnetics and Radiometrics
MT ISA TENEMENTS AIRBORNE TOTAL FIELD MAGNETICS AND URANIUM CHANNEL RADIOMETRICS (200m line X 80m high)
Slide 17: Miranda
MIRANDA AIRBORNE TOTAL FIELD MAGNETICS AND URANIUM CHANNEL RADIOMETRICS (200m line X 80m high) MIRANDA; AN IRON-OXIDE SYSTEM? Scale 1,000 m
Slide 18: Superior Uranium Pty Ltd Drill Targets
SUPERIOR URANIUM Pty LTD DRILL TARGETS Queens Gift (1,200 x 500 m surface expression) Calton Hills Uranium Anomaly 9 Composite rock chip assays in ppm U3O8 1,515; 2,020; 3,280; 3,380; 3,530 3,530; 6,640; 7,440; 28,600 (2.86%)
Slide 19: South Australia – Western Gawler
SOUTH AUSTRALIA - WESTERN GAWLER • Acquired the uranium rights to 3,295 km² from Dominion Gold Operations Ltd – Negotiating to include a further 2,000 km² • Several palaeodrainages draining uraniferous intrusives • 2,800 line km Airborne EM survey completed. Interpretation indicates a number of pros
Slide 20: AEM Interpreted Channels
AEM INTERPRETED CHANNELS ---------20 km----------
Slide 21: Central AEM Channel Interpretation
CENTRAL AEM CHANNEL INTERPRETATION ------- 10 km -------
Slide 22: Reptile Uranium Namibia (Pty) Ltd
REPTILE URANIUM NAMIBIA (PTY) LTD • Three Exclusive Prospecting Licences covering 2,622 km2 of ground that is highly prospective for uranium in calcrete mineralisation similar in style of formation to that of Langer Heinrich and also Rossing-style hardrock mineralisation • Prospected by likes of Ang
Slide 23: Location of Project Areas
ATLANTIC OCEAN Swakopmund Walvis Bay ft — Tarred roads === Railway line 4 Airport or landing strip ‘RQ Working mine % — Disused mine IG' ER H EINR IUM DEPO
Slide 24: Surface Projection of U Mineralisation
SURFACE PROJECTION OF U MINERALISATION
Slide 25: RC Drilling on Tubas Channel
RC DRILLING ON TUBAS CHANNEL
Slide 26: Swakopmund Office and Operational Base
SWAKOPMUND OFFICE AND OPERATIONAL BASE
Slide 27: The Future
THE FUTURE • Maximise shareholder return on non-core assets - Napperby - Divest - JV or sell isolated projects – Uranio Ltd IPO • Concerted evaluation effort in Mt Isa area - set up base - Airborne geophysical surveys scheduled - exploration drilling to recommence in June weather permitting • Concer
Slide 28: Thank You
THANK YOU DEEP YELLOW AN EXCITING AND GROWING URANIUM COMPANY Dr Leon Pretorius Executive Chairman