Aura Energy Ltd · ASX:AEE
Aura Energy — Shareholder Meeting (November 2022)
15 slides from Aura Energy's shareholder meeting presentation, November 2022
Slide 1: Energy Metals For Tomorrow, And Today
Energy Metals For Tomorrow, And Today ANNUAL GENERAL MEETING PRESENTATION ASX:AEE November 2022 AIM:AURA
Slide 2: Disclaimer
DISCLAIMER This document, any attachments and the oral presentation on the slides (together the "Presentation") have been prepared and are being supplied to you by Aura Energy Limited (the "Company") solely for information purposes. The information and opinions in this Presentation or any other mate
Slide 3: 2022 – Delivering Results - A Pathway to Production
2022 – Delivering Results - A Pathway to Production • Resource upgrade drilling1 2022 • Production of Yellowcake2 • FEED study commenced • Complete FEED 2023 • Project Financing and FID • Project Construction Commences • Project Construction 2024 • Tiris Production Ramp Up • Exploitation Permit for
Slide 4: Energy Minerals for a Decarbonised World
Energy Minerals for a Decarbonised World Near-term low-cost production from HÄGGÅN PROJECT (100% owned) the Tiris Uranium Project Significant Growth Potential from the TIRIS PROJECT (85% owned) Haggan Vanadium Project A portfolio diversified across commodities and geography 4
Slide 5: Global Energy Transition Driving a Uranium Supply Deficit
Global Energy Transition Driving a Uranium Supply Deficit Mlbs TIRIS PHASE 1 - ~1 Mlbs U3O8 TIRIS PHASE 2 - > 3 Mlbs U3O8 U3O8 220 Drivers for uranium growth: A B ✓ Global energy demand forecast to 165 increase 200 - 300% by 2040 1 ✓ Paris Agreement - Net Zero by 2050 110 ✓ Nuclear is a proven, cost
Slide 6: Vanadium – Enabling Grid Scale Energy Storage
Vanadium – Enabling Grid Scale Energy Storage Vanadium redox flow batteries (VRB): Total Mineral Demand For Battery Storage2 ✓ Large stationary electricity storage systems ✓ Competitive cost, technically simple ✓ Contains no toxic materials Vanadium market: ✓ Current global production 110,000 t1 ✓ P
Slide 7: Tiris Project
TIRIS PROJECT NEAR-TERM, Low Capital, LOW-COST PRODUCTION
Slide 8: Mauritania – A Favourable Mining Jurisdiction
Mauritania – A Favourable Mining Jurisdiction Stable Regulatory Environment ✓ Established Mining Code ✓ Existing Nuclear Law ✓ Clear Legal Framework Major companies operating in Mauritania ✓ Gold: Kinross ✓ Oil and Gas: BP, Total, Petronas and Exxon Mobil ✓ Base Metals: First Quantum Existing infras
Slide 9: Tiris Project – Targeting First Production in 2025
Tiris Project – Targeting First Production in 2025 Low-Cost Operation ✓ Free digging - No crushing and grinding ✓ Simple modular process plant ✓ Fully Permitted Scalable to Meet Global Demand ✓ Stage 1 recovers 20% of 56 Mlbs of Mineral Resources ✓ Modular design for capital efficient expansion ✓ Ph
Slide 10: Tiris - Phased Development and Expansion
Tiris - Phased Development and Expansion Aura Progressing to a Significant Producer Increasing U3O8 production Potential Expansion • Capital efficient Initial Production • Low cost • Design max of 3.5Mlb pa U3O81 • ~1 Mlbs pa U3O8 • Early cashflow - 2025 • Low CAPEX / Opex Development Phase • Increa
Slide 11: Häggån – A Significant Battery Metals Project
HÄGGÅN – A Significant Battery Metals Project
Slide 12: Sweden – Changing Energy Landscape
Sweden – Changing Energy Landscape Stable jurisdiction Committed to the energy transition Häggån Project ✓ Political stability ✓ Net Zero policies in place ✓ Significant battery metals project ✓ EU’s biggest iron ore producer ✓ Swedish Government driving ✓ Provide battery metals to the with a long h
Slide 13: Häggån High Grade Vanadium Project
Häggån High Grade Vanadium Project Project Highlights ✓ 14 Billion lb Global Vanadium Resource1 ✓ 42 million tonnes at 0.35% V2O5 2 ✓ Shallow Mine to minimise the environmental footprint Project Value ✓ Vanadium for a growing redox flow battery market ✓ Significant Sulphate of Potash (SOP) by-produc
Slide 14: Environmental, Social & Governance
ENVIRONMENTAL, SOCIAL & GOVERNANCE ENVIRONMENTAL ✓ Net zero emission pathway developed for the Tiris Project ✓ Environmental footprint to be minimised by progressive and continuous rehabilitation. ✓ Production from Tiris and Häggån are planned to use renewable energy. SOCIAL ✓ Committed to the build
Slide 15: Contact
CONTACT David Woodall Managing Director and CEO dwoodall@auraee.com ASX:AEE AIM:AURA