Skyharbour Resources Ltd. · TSXV:SYH
Skyharbour Resources — Investor Presentation (January 2022)
34 slides from Skyharbour Resources's investor presentation, January 2022
Slide 1: A Preeminent Uranium Explorer in Canada's Athabasca Basin
A Preeminent Uranium Explorer in Canada’s Athabasca Basin TSX-V: SYH January 2022
Slide 2: Disclaimer
TSX-V: SYH | SKYHARBOURLTD.COM Disclaimer This presentation has been prepared by Skyharbour Resources Ltd. (“SYH”) using its best efforts to realistically and factually present the information contained. However, subjective opinion, dependence upon factors outside SYH’s control and outside informati
Slide 3: Investment Highlights: People, Timing, Projects
TSX-V: SYH | SKYHARBOURLTD.COM Investment Highlights Uranium prices and market High-grade uranium improving with nuclear as discovery potential with People, Timing, Projects integral part of global near term catalysts and energy mix going forward active exploration/drill as nations decarbonize their
Slide 4: Management Team & Board
TSX-V: SYH | SKYHARBOURLTD.COM Management Team & Board People, Timing, Projects Jordan Trimble B.Sc., CFA • Entrepreneur who has worked in resource industry with several companies President and CEO, Director specializing in corporate finance and strategy, shareholder communications, marketing, busin
Slide 5: Management Team & Board
TSX-V: SYH | SKYHARBOURLTD.COM Management Team & Board People, Timing, Projects • Currently Managing Director and the Head of Mining Investment banking at Joseph Gallucci Laurentian Bank Securities Director • Capital markets executive and banker with >15 years experience focused on mining at BMO Cap
Slide 6: Management Team & Board
TSX-V: SYH | SKYHARBOURLTD.COM Management Team & Board People, Timing, Projects Paul Matysek M.Sc., P.Geo. Donald Huston Advisor Director • Mr. Matysek was the Founder, President and CEO of Energy • Don Huston is an independent Director of Skyharbour and has Metals Corporation; grew from a market ca
Slide 7: Capital Structure
TSX-V: SYH | SKYHARBOURLTD.COM Capital Structure TRADING SYMBOLS SYH SC1P SYHBF TSX VENTURE FRANKFURT US OTCQB CAPITAL STRUCTURE 132.0 MM 164.3 MM C$71.3 MM* ISSUED & OUTSTANDING SHARES FULLY DILUTED MARKET CAPITALIZATION * Share price 0.54 as of January 4th, 2022 ** Approx. CAD $10 million in cash
Slide 8: Current & Future Global Energy Mix
TSX-V: SYH | SKYHARBOURLTD.COM Current & Future Global Energy Mix Nuclear: Emissions-Free, Baseload Power Renewable Energy • Video of air pollution in Beijing China: 4,000 2,000 https://www.youtube.com/watch?v=BPzzlBVtXH0 Natural 1,000 Nuclear Gas • The World Health Organization reported that air po
Slide 9: Why Nuclear? Real World Examples and Benefits
TSX-V: SYH | SKYHARBOURLTD.COM Why Nuclear? Real World Examples and Benefits • Increasing acceptance of nuclear as a positive ESG investment • In addition to providing base-load, CO2 emissions-free, low-cost energy, nuclear provides unmatched electricity generation in Mw / square kilometre • Largest
Slide 10: Uranium Market & Nuclear Power
TSX-V: SYH | SKYHARBOURLTD.COM Uranium Market Production vs. Demand and Uncovered Requirements & Nuclear Power A Question of Supply / Demand Fundamentals • Global demand for electricity to grow by approx. 50% by 2040; electric vehicles adding to this • Uranium demand expected to grow at 3.1% CAGR fr
Slide 11: Nuclear & Uranium Demand Globally
TSX-V: SYH | SKYHARBOURLTD.COM Nuclear & Uranium Demand Globally The Main Drivers of Demand Growth China India Russia Japan US Currently 49 reactors Currently 22 reactors Currently 38 reactors 10 reactors have restarted US is largest consumer of operating with 14 under operating with 7 under operati
Slide 12: Uranium Supply Globally
TSX-V: SYH | SKYHARBOURLTD.COM Uranium Supply Globally Uranium Price Rebounding: Spot Market Revival and Supply Curtailments • Producers purchasing millions lbs of uranium in spot market to make up for curtailed production • Recently, developers and physical uranium holding companies have been buyin
Slide 13: Why the Athabasca Basin? Grade is King
TSX-V: SYH | SKYHARBOURLTD.COM Why the Athabasca Basin? Grade is King Value of Uranium Grades compared to Other Metals * Metal Grade lbs/t $/unit Value/t U3O8 1.0% 22 $35/lb $770 Gold 13.9 g/t - $1900/oz $770 Silver 855 g/t - $26/oz $770 Copper 12.0% 265 $2.91/lb $770 Zinc 33.3% 733 $1.05/lb $770 *
Slide 14: Exploration Companies & Acquisitions
TSX-V: SYH | SKYHARBOURLTD.COM Exploration Companies & Acquisitions Athabasca Basin Uranium Exploration and Development Companies Current Comparables Company Trading Symbol Share Price Shares Outstanding (MM) Market Cap (MM) Skyharbour Resources SYH $0.54 132.0 $71.3 Isoenergy Ltd. ISO $4.05 105.9 $
Slide 15: Uranium Exploration in Athabasca Basin
TSX-V: SYH | SKYHARBOURLTD.COM Uranium Exploration in Athabasca Basin Recent Discoveries and Successes The Athabasca Basin in Saskatchewan, Canada is an ancient sedimentary basin hosting the world's richest uranium deposits and mines Source: WNA Historically the basin has produced approx. 20% of 2 w
Slide 16: Uranium Exploration in Athabasca Basin
TSX-V: SYH | SKYHARBOURLTD.COM Uranium Exploration in Athabasca Basin Recent Discoveries and Successes • NexGen Energy (TSX: NXE), Fission Uranium (TSX: FCU), Alpha Minerals, IsoEnergy (TSX.V: ISO), Denison Mines (TSX: DML) and Hathor are just a few recent examples of successful uranium discovery st
Slide 17: Portfolio of Uranium Projects
Portfolio of Uranium Projects TSX-V: SYH | SKYHARBOURLTD.COM Top Tier Exploration Projects in and around the Athabasca Basin January 2022 17
Slide 18: Moore Uranium Project Overview
TSX-V: SYH | SKYHARBOURLTD.COM Moore Uranium Project Overview Flagship Project • Skyharbour owns a 100% interest in Moore Uranium Project : • 12 contiguous claims totalling 35,705 hectares • Strategically located just east of the midpoint between the Key Lake mine and mill complex and the producing
Slide 19: Moore Uranium Project History
TSX-V: SYH | SKYHARBOURLTD.COM Moore Uranium Project History Flagship Project • Since 1969, the property has undergone episodic exploration by several companies including Noranda, AGIP, BRINEX, Cogema, Kennecott/JNR Resources and IUC/Denison • Exploration programs carried out on the project lands in
Slide 20: 2017-2019 Exploration Programs at Moore
TSX-V: SYH | SKYHARBOURLTD.COM 2017-2019 Exploration Programs at Moore Early Success with “Moore” Upside • Winter and summer 2017 drill programs totalled 9,485m with high grade uranium in multiple drill holes including 20.8% U3O8 over 1.5m within 6.0% U3O8 over 5.9m, 9.12% U3O8 over 1.4m, and 2.23%
Slide 21: 2020-2021 Exploration Programs at Moore
TSX-V: SYH | SKYHARBOURLTD.COM 2020-2021 Exploration Programs at Moore Near Term Catalysts and Innovative Exploration Techniques • Innovative drone-assisted magnetometer surveys flown in 2019 at close spacings and low elevation have helped to better define cross-cutting features/structures which are
Slide 22: South Falcon Uranium & Thorium Project
TSX-V: SYH | SKYHARBOURLTD.COM South Falcon Uranium & Thorium Project NI 43-101 Uranium & Thorium Deposit • 100% interest in South Falcon Point (previously Way Lake) Uranium Project • 21 claims totaling 44,470 hectares • 55 km east of the Key Lake mine • In March of 2015, Skyharbour released updated
Slide 23: South Falcon Uranium & Thorium Project
TSX-V: SYH | SKYHARBOURLTD.COM South Falcon Uranium & Thorium Project NI 43-101 Uranium & Thorium Deposit • Winter/spring 2015 drill program consisted of 1,278 metres in five holes • Intersected highest grade mineralization found to date in deposit area: 0.172% U3O8 and 0.112% ThO2 over 2.5 metres •
Slide 24: Thorium Overview
TSX-V: SYH | SKYHARBOURLTD.COM 161 Thorium Overview Energy Safety deaths per TW/h of power produced Uranium Alternative? 36 12 4 1.4 0.4 0.15 0.04 Coal Oil Biofuel Gas Hydro Solar Wind Nuclear Source: The Next Big Future, 13 March 2011 • Thorium fuel cycles offer attractive features • Lower levels o
Slide 25: Prospect Generator Business: Joint Ventures and Option Agreements
TSX-V: SYH | SKYHARBOURLTD.COM Prospect Generator Business: Joint Ventures and Option Agreements • Skyharbour adds value to its project base in the Athabasca Basin through focused mineral exploration at its flagship Moore Uranium Project while utilizing the prospect generator model to advance other
Slide 26: Preston Uranium Project
TSX-V: SYH | SKYHARBOURLTD.COM Preston Uranium • Skyharbour owns 24.5% of Preston Uranium Project Project which is one of the largest land packages in Patterson Lake area totalling 49,635 ha • Strategically located near Fission’s Triple R Prospect Generator: Strategic deposit and NexGen’s Arrow depo
Slide 27: East Preston Uranium Project
TSX-V: SYH | SKYHARBOURLTD.COM East Preston Uranium Project • March 2017, Skyharbour announced an option agreement with Azincourt Uranium to option 70% of the 20,647 hectare East Preston Uranium Project for Prospect Generator: Strategic shares of Azincourt and $3,500,000 in project Partnership with
Slide 28: Hook Lake (North Falcon Point) Project
TSX-V: SYH | SKYHARBOURLTD.COM Hook Lake (North Falcon Point) Project High-Grade Showing & New Partner Valor • 16 contiguous mineral claims totalling 25,847 hectares • Years of exploration have culminated in extensive geological database for the project area • Hook Lake target area at north end of F
Slide 29: Yurchison Uranium & Base Metal Project
TSX-V: SYH | SKYHARBOURLTD.COM Yurchison Uranium & Base Metal Project • Consists of 12 claims totalling 55,934 ha in the Wollaston Domain • Prospecting near old trenches returned significant uranium (0.09% to 0.30% U3O8) and molybdenum (2,500 ppm to 6,400 ppm Mo) mineralization in both outcrop and f
Slide 30: Mann Lake Uranium Project
TSX-V: SYH | SKYHARBOURLTD.COM Mann Lake Uranium Project Location, Location, Location • Mann Lake Uranium Project strategically located on east side of the Basin, 25 km SW of Cameco’s McArthur River Mine and 15 km NE and along strike of Cameco's Millennium uranium deposit • Adjacent to Mann Lake Joi
Slide 31: Mann Lake Uranium Project
TSX-V: SYH | SKYHARBOURLTD.COM Mann Lake Uranium Project Location, Location, Location • One drill hole contained anomalous uranium up to 73.6 ppm over a 1.5m interval • Background uranium values are commonly between 1 and 5 ppm • Recent ground-based EM survey focused on a zone where a favourable, 2
Slide 32: Newly Acquired Uranium Projects
Riou River Newly Acquired TSX-V: SYH | SKYHARBOURLTD.COM • 18,227 ha along the Riou River within the Athabasca Uranium Projects basin, contains over 40 km of discrete undrilled EM conductors along a magnetic low and anomalous boulder geochemistry. Six recently staked properties totaling Pluto Bay 14
Slide 33: Recent Milestones and Upcoming Catalysts
TSX-V: SYH | SKYHARBOURLTD.COM Recent Milestones and Upcoming Catalysts 2016/17 2018/19 2020 2021/2022 Completed transaction with Drill programs at Moore Completed two drill programs Continued drilling at Moore Denison Mines to acquire expand high grade Maverick at Moore Project with focus on with f
Slide 34: Thank You
Thank You CONTACTS Jordan Trimble Riley Trimble President and CEO Corporate Communications T: 604-416-2978 Suite 1610 TF: 1 800 567-8181 777 Dunsmuir St. E: info@skyharbourltd.com Vancouver, BC Canada V7Y 1K4 Dave Billard P.Geo., is the Consulting Geologist as well as a Qualified Person as defined b
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