Cauldron Energy Limited · ASX:CXU
Cauldron Energy — Investor Presentation (October 2020)
22 slides from Cauldron Energy's investor presentation, Oct 28, 2020
Slide 1: Cauldron's Golden Opportunity
For personal use only CAULDRON’S GOLDEN OPPORTUNITY Historic High-Grade Goldfield in Victoria Presented by Jess Oram 0448 110 009 Executive Director jesso@cauldronenergy.com.au ASX: CXU
Slide 2: Forward Looking Statements
For personal use only Forward Looking Statements This Presentation may include statements that could be deemed ‘forward looking statements’. Although the Company believes the expectations expressed in such forward-looking statements are based on reasonable assumptions, such statements are not guaran
Slide 3: Corporate Overview
Corporate Overview CAPITALISATION DATA (1) SHARE PRICE PERFORMANCE For personal use only Share Price $A 0.039 Issued Capital M 447,999,512 Market Capitalisation A $M 17.5 Estimated Cash (2) A $M 692,232 Enterprise Value A $M 16.8 MANAGEMENT LARGEST SHAREHOLDERS Simon Youds Non-Executive Chairman T20
Slide 4: Exploration Overview
Exploration Overview For personal use only Blackwood Goldfield • vendor has systematically acquired and consolidated the goldfield which historically consisted of numerous small holdings • two tenements cover nearly the entire goldfield • significant historic gold producer – 220,000 oz (from a depth
Slide 5: Operations Overview
Operations Overview The Blackwood Gold Project provides exceptional prospectivity and high potential of early cashflow For personal use only Exceptional high-grade gold prospectivity • multiple lines of Lode • historic goldfield mining stopped by lack of water pumping technology and lack of manpower
Slide 6: Exploration Pipeline – very well developed
Exploration Pipeline – very well developed For personal use only Full Exploration Pipeline Potential Production • Nuggety Mineral Resource Extension • Annie Laurie • Grace Egerton • Rogers Big Hill Resource Delineation • Yankee – Countess • Butchers • Simmons to Sultan (3 km en-echelon system) Targe
Slide 7: Exceptional Targets
Exceptional Targets Simmons - Rogers - Sultan For personal use only High Grade • visible gold in core • Grace Egerton face sample 7.5 g/t gold (avg) • drill intercepts (cherry picked) • WGS05: 1.5 m @ 42 g/t Au • BWD05: 0.35 m @ 73 to 155 g/t Au High Prospectivity • long strike-length > 3 km • plung
Slide 8: Ownership Structure - Blackwood Gold Project
Ownership Structure - Blackwood Gold Project For personal use only EL 5479 • Secures the best of the Blackwood Goldfields • Joint venture agreement struck • Right to earn up to 80% interest • Staged earn-in ➢ CXU currently owns 51% of joint venture ➢ 65% on establishing Mineral Resource containing a
Slide 9: Why Gold in Victoria?
Why Gold in Victoria ? Gold in Victoria For personal use only • over 85 Moz of gold produced • ~30% of Australian production • ~2% of world production • Has seen little exploration activity since 1980’s until recently • New understanding of gold distribution has been proven; prompting the “second Vi
Slide 10: Victoria Gold - Peer Comparison
Victoria Gold - Peer Comparison For personal use only Ticker Market Cap Comparable Companies KLA 14,050.0 M Fosterville Gold Mine (Kirkland Lake Gold) - 6.8 Moz Au CHN 919.8 M Chalice Gold Mines - Au CYL 207.6 M Four Eagles / Tandarra (Catalyst Metals) - Au SVY 195.7 M Stavely Project (Stavely Miner
Slide 11: The Golden Opportunity for Cauldron and Blackwood
CXU in partnership with vendor has formed strong local relationships • access to the entire goldfield • good relationships established with the community For personal use only Cauldron has solution to the historical problems besetting the goldfield • Lack of Capital – CXU has access to capital marke
Slide 12: Blackwood Work Plan
Blackwood Work Plan Cauldron aims to predominantly use new funds to advance the Blackwood Gold Project For personal use only • surface reconnaissance drilling program targeting Roger’s Big Hill and (~10-15 holes, ~1,000 metres) (Jan 2021) • underground channel sampling (Feb 2021) • underground drill
Slide 13: Listed Investments
Listed Investments In addition to its project assets, Cauldron also holds listed For personal use only investments having a market value at 19 October 2020 of +$1 million, comprised as follows: SHARE PRICE AT 19 October 2020 Ticker Company NumShares SharePrice Value CFE Cape Lambert 10,416,667 $ 0.0
Slide 14: Summary – Why Invest in Cauldron?
Summary – Why Invest in Cauldron? For personal use only Potential for Exceptional Project Sharp Market Cap Appreciation ➢ Blackwood Gold project is an exceptionally prospective high-grade ➢ Tightly Held by group of long gold project term investors ➢ Six months of data compilation ➢ Undervalued and o
Slide 15: Contact Details
For personal use only ASX: CXU Jess Oram Chief Executive Officer Contact Details +61 448 110 009 jesso@cauldronenergy.com.au First Floor, 1008 Wellington Street Simon Youds West Perth WA 6005, Australia Chairman +61 408 937 928 simony@cauldronenergy.com.au Phone: +61 8 6270 4693 cauldronenergy.com.a
Slide 16: Additional Information
For personal use only ADDITIONAL INFORMATION INVESTOR UPDATE Presented by Jess Oram 0448 110 009 Executive Director jesso@cauldronenergy.com.au ASX: CXU
Slide 17: Bennet Well Uranium – The Long Term
Bennet Well Uranium – The Long Term For personal use only The project provides: Favourable mining conditions • geology that allows extraction by ‘in-situ recovery’ process • cheap mining process having the lowest cost-quartile • 15 years production at 1½ Mlbs per annum Proven large mineral endowment
Slide 18: Appendix 1: Blackwood Goldfield Project
For personal use only Appendix 1: Blackwood Goldfield Project Simmons Reef, Mount Blackwood (portrait by Elizabeth Shepherd circa 1850’s) Cauldron Energy | ASX: CXU | www.cauldronenergy.com.au 15
Slide 19: Appendix 2: Gold Endowment of Victoria
Appendix 2: Gold Endowment of Victoria Structural Zones For personal use only • Victoria split into structural zones ➢ Stavely Zone ➢ Stawell Zone ➢ Bendigo Zone ➢ Melbourne Zone ➢ Tabberabbera Zone ➢ Omeo Zone Gold Style • orogenic gold • has specific set of structural features • geochemical deplet
Slide 20: Appendix 3: Annie Laurie Block Model
Appendix 3: Annie Laurie Block Model For personal use only Cauldron Energy | ASX: CXU | www.cauldronenergy.com.au 17
Slide 21: Resource Expansion – Barrys Reef
Resource Expansion – Barrys Reef For personal use only Barrys Reef • the most developed concentration of workings in the area • historic lodes on the cluster owned by multiple operators • Highest production area from the goldfield – 73 koz • contains the deepest workings down to 273 m Sultan Mine •
Slide 22: Mineral Delineation – Yankee
Mineral Delineation –Yankee For personal use only Yankee to Countess • long line of lode in northeast • marked by extensive workings • much RC drilling along reef • strike length is over 3 km Exploration Drilling • historic drilling – mostly RC • Mostly shallow – deepest at 140 m • 36 drilling inter
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