Terra Critical Minerals Limited · ASX:T92
Terra Critical Minerals — Terra Uranium — Investor Presentation (September 2022)
24 slides from Terra Critical Minerals's investor presentation, Sep 7, 2022
Slide 1: T92 Terra Uranium: High-Quality Uranium Assets in the Athabasca Basin
T92 TERRA URANIUM High-Quality Uranium Assets in the Athabasca Basin Listing on the ASX under code T92 8 September 2022 Investor Presentation 7 September 2022
Slide 2: Disclaimer
DISCLAIMER This presentation has been prepared and issued by Terra Uranium Limited (the “Company") to inform interested parties about the Company and its progress. The material contained in this presentation sets out general background information on the Company and its activities. It does not const
Slide 3: Terra Uranium ASX:T92
T92 TERRA URANIUM ASX:T92 Terra Uranium Limited is building on a strategic position in the premier Athabasca Basin, Canada, which contains the world’s largest and highest grade uranium deposits. Canada is a politically stable jurisdiction with established access to global markets. We are currently t
Slide 4: Board
BOARD Andrew J Vigar Dr. Darryl Clark Troy Boisjoli Doug Engdahl Dr. Kylie Prendergast Executive Chairman Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director • Mr. Vigar is a Geologist with over • Dr. Clark has over 28 years • Mr. Boisjoli is the President and
Slide 5: Management
MANAGMENT Mike McClelland Nova Taylor Vesna Crnjak Jennifer Burgess Tyler Mathieson President Terra Canada Company Secretary Chief Financial Officer Exploration Manager Principal Geoscientist • Mike directs the exploration • Nova has over four years’s • Vesna has over 20 years' • Jennifer is a geolo
Slide 6: 70 Years of Global Uranium Production by Country
70 YEARS OF GLOBAL URANIUM PRODUCTION BY COUNTRY CANADA IS THE WORLD’S SECOND-LARGEST PRODUCER OF URANIUM , PUTTING TERRA URANIUM IN A FAVOURABLE MACRO ENVIRONMENT LARGEST PRODUCER KAZAKSTAN IMPACTED BY RUSSIAN SANCTIONS CONFIDENTIAL - NOT FOR RELEASE Source: Elements, Visual Capitalist 5
Slide 7: Athabasca Unconformity Uranium Deposits
ATHABASCA UNCONFORMITY URANIUM DEPOSITS The largest and highest grade deposits in the world are at the Unconformity or in highly altered sediments just above it Source: Visual Capitalist, 2012 with a distinctive signatures extending vertically hundreds of metres to surface. The major known uranium d
Slide 8: The Athabasca Basin Major Known Uranium Deposits
THE ATHABASCA Terra U targets BASIN MAJOR KNOWN URANIUM DEPOSITS TYPES OVER TIME The region hosts some of the highest grade and lowest cost uranium deposits in the world including renowned projects, such as: • Cigar Lake • McArthur River • Arrow • Triple R • Millennium • Wheeler River There have bee
Slide 9: Prospectivity Analysis and Leading-Edge Exploration Techniques
Prospectivity Analysis and Leading- Leading-Edge Exploration Techniques Members of the Terra Uranium Team have decades of experience in the successful global search for World Class Tier 1 deposits using the latest concepts and technology. They have brought this know-how to bear on the Athabasca Basi
Slide 10: Our Projects
OUR PROJECTS Terra Uranium currently has three 100% owned Projects covering a total of 775 sq km in the eastern Athabasca Basin. The HawkRock, Pasfield Lake and Parker Lake Projects have been generated from our in-house Prospectivity Analysis. These are focused on the highly prospective Cable Bay Sh
Slide 11: HawkRock
HawkRock Minimum Subscription (A$) Maximum Subscription (A$) 100% Terra Uranium Project Exploration Activity Year 1 Year 2 Total Year 1 Year 2 Total Exploration Budget - HawkRock 114 sq km of favourable units with Personnel Indigenous Engagement, Collaboration & $ 13,022 $ 54,500 $ 67,522 $ 13,022 $
Slide 12: Pasfield Lake
Pasfield Lake 100% Terra Uranium 436 sqkm of favourable units with highly anomalous surface sandstone Geochem results, Airborne Magnetics and VTEM Project Exploration Activity Year 1 Minimum Subscription (A$) Year 2 Total Maximum Subscription (A$) Year 1 Year 2 Total anomalies and structural targets
Slide 13: Parker Lake
Parker Lake 100% Terra Uranium 225 sqkm of favourable units with surface boulder trail Geochem, MegaTEM, Mag and structural Project Exploration Activity Year 1 Minimum Subscription (A$) Year 2 Total Maximum Subscription (A$) Year 1 Year 2 Total targets. Exploration Budget - Parker Lake Personnel $ 2
Slide 14: Field August 2022
Field August 2022 The company conducted a ground truth exercise by Helicopter on 15 and 16 August. • Logistics base at Mathieson Lake for winter drilling has been identified and requestioned from previous explorers. • Surface outcrops with anomalous uranium values have been confirmed. Assays yet to
Slide 15: Geophysics: Airborne EM and ANT
Geophysics HawkRock Airborne EM and ANT This is booked for mid September. The ZTEM or Z-Axis Tipper Electromagnetic Pasfield Lake system is an innovative airborne EM system which uses the natural or passive fields of the Earth as the source of transmitted energy. These natural Mathieson fields are p
Slide 16: Capital Structure & Use of Funds
CAPITAL STRUCTURE & USE OF FUNDS USE OF FUNDS At Maximum Subscription Offer completed raise A$7,500,000 at A$0.20 per share by the way of the Initial Public Offering. Enterprise Value on listing A$2,300,000 Maximum Subscription - $ 7.5 FSOP Options % Working Capital Current securities on issue Incor
Slide 17: Environmental Social and Governance (ESG)
Environmental Social and Governance (ESG) We believe that nuclear has a major role to play a role in clean energy and the decarbonisation of the world electrical power system. The Board is responsible for the corporate governance of the Company and protecting the rights and interests of Shareholders
Slide 18: Thank You
Thank You Andrew J Vigar Executive Chairman E: andrew@t92.com.au P: +61 427 711 122 www.t92.com.au Niv Dagan Peak Asset Management E: niv.dagan@peakassetmanagement.com.au P: +61 402 912 198
Slide 19: Uranium Spot Market
Uranium Spot Market www.tradingeconomics.com/uranium 6 Sept 2022 Uranium futures were at $52.4 per pound, remaining near the near four-month high of $53.5 touched in early September as as the uncertainty of energy supplies worldwide drove governments to double down in alternative energy sources. Jap
Slide 20: Who Makes Discoveries?
WHO MAKES DISCOVERIES? In the last Decade, 63% of all discoveries in the Western World were made by Junior Explorers, who are the modern Prospectors Source: https://elements.visualcapitalist.c om/visualizing-the-genealogy-of- exploration-success/
Slide 21: Majors Currently Operating in the Athabasca Region
• Cigar Lake Project • Cameco Corp. • McArthur River Project • NYSE:CCJ, TSX:CCO • Rabbit Lake Project • Mkt Cap: CAD 15.0B • Millennium Project • Arrow Project • NexGen Energy Ltd. • SWI and SWIII deposits • NYSE:NXE, TSX:NXE • Options on multiples • Mkt Cap: CAD 2.7B assets via 51% interest in Iso
Slide 22: ASX-Listed Comparables in the Uranium Sector
Company ASX Code Market Cap 52 Week Return 92 Energy 92E $ 54.5 26% ASX-LISTED COMPARABLES IN Alligator Energy AGE $ 224.6 28% THE URANIUM Bannerman Energy BMN $ 351.6 -8% SECTOR Boss Energy BOE $ 983.7 56% 7 Sept 2022 Deep Yellow DYL $ 804.7 20% Devex Resources DEV $ 143.8 23% Elevate Uranium EL8 $
Slide 23: Uranium Will Play a Critical Role in a Low Carbon Future
Historical Supply There has been a historical supply deficit in the Uranium Deficit market largely due to long-term bearish spot prices There is steady growth in demand in particular from non-OECD Steady Demand nations such as India, China, Russia, Middle East and North Africa as Growth they try to
Slide 24: Uranium: A Key Element to Achieving a Net-Zero Carbon Future
URANIUM A KEY ELEMENT TO ACHIEVING A NET-ZERO CARBON FUTURE Which energy source is the cleanest? Source – Sprott Physical Uranium Trust
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