Nexgen Energy Ltd. · TSX:NXE
Nexgen Energy — Investor Presentation (March 2016)
27 slides from Nexgen Energy's investor presentation, March 2016
Slide 1: Arrow: The Basin's Largest Undeveloped Deposit
Arrow: The Basin’s Largest Undeveloped Deposit March 2016
Slide 2: Disclaimer
Disclaimer Information Contained In This Presentation operating cash flow and dependence on third party financing, uncertainty of additional financing, assay results may not be consistent with preliminary results, uncertainty of mineral estimation, alternative This presentation is a summary descript
Slide 3: Summary
Summary NexGen is led by a team of highly experienced uranium professionals with People experience spanning exploration through to production. Arrow hosts an Inferred Mineral Resource estimate of 3.48Mt containing 201.9Mlbs U3O8 grading 2.68% U3O8 and is 100% land- Projects based. It remains open in
Slide 4: Overview: NexGen Projects
Overview: NexGen Projects Cluff Lake Mine 70km to northwest of Arrow operated during the 90’s by AREVA NexGen’s Focus: Discover and develop high-grade uranium assets with global scale and technical simplicity in the most time and cost efficient manner possible. Image from Cameco Corp. 4 nexgenenergy
Slide 5: Dominance in Southwest
Dominance in Southwest Arrow is the largest undeveloped uranium deposit in the Basin. Opportunity for more zones of mineralization across the property and is currently being tested. 5 nexgenenergy.com | TSX-V: NXE |
Slide 6: Basin's Largest Undeveloped Deposit
Basin’s Largest Undeveloped Deposit 201.9Mlbs contained in 3.48Mt grading 2.63% Uniquely 100% land based Only includes the 82 holes U3O8 in the Inferred and entirely basement drilled up to the end of Mineral Resource Category hosted commencing 100m October 2015 (AR-14-01 to making it 3rd largest bel
Slide 7: Basin's Largest Undeveloped Deposit
Basin’s Largest Undeveloped Deposit 7 nexgenenergy.com | TSX-V: NXE |
Slide 8: The Resource Estimate
The Resource Estimate Maiden Inferred Mineral Resource Estimate Cut-Off % Tonnes Grade Contained U3O8 (capped) % U3O8 U3O8 0.25 3,480,000 2.63 201,900,000 0.50 2,510,000 3.51 194,300,000 1.00 1,490,000 5.43 178,300,000 2.50 677,800 10.04 150,100,000 5.00 396,500 14.70 128,500,000 10.00 221,200 20.78
Slide 9: Athabasca Basin Setting
Athabasca Basin Setting Sandstone-hosted deposits (egress type) tend to have mining challenges due to the fact the mineralization is ‘perched’ within the unconsolidated and wet Athabasca Sandstone unit. Arrow is a basement-hosted zone (ingress type) which NexGen believes is analogous to Cameco’s Eag
Slide 10: Arrow Still Open in All Directions
Arrow Still Open in All Directions Current plan view of Arrow deposit. Currently consists of 4 vertical parallel shears; A1, A2, A3 and A4 that trend along strike northeast-to- southwest. Currently drill testing to define boundaries at Arrow by aggressively stepping out along strike. Arrow is open i
Slide 11: Just the Beginning
Just the Beginning Arrow’s maiden resource does not include any 2016 drilling. Most strongly mineralized holes drilled at Arrow to date in AR-16-64c2 and -63c2 not included in resource. 11 holes have been drilled in A2 Sub-Zone in 2016 versus with 7 in 2015. All holes with assays returned have conti
Slide 12: Large Step-Outs to the Southwest
Large Step-Outs to the Southwest Hole AR-16-77c2, a follow up from hole AR-16-75 intersected 109.5 m of total composite mineralization, including 2.3 m of off-scale radioactivity. Also encountered local concentrations of semi- massive pitchblende associated with extensive dravite alteration in south
Slide 13: Best Holes Not in Maiden Resource Estimate
Best Holes Not in Maiden Resource Estimate Holes -63c2 and -64c2 extend outside the currently defined High Grade Domain grade shell which hosts the 120.5Mlbs contained metal at 13.26% U3O8 (0.410Mt of Inferred mineral resource). Maiden resource estimate will be updated in H2/2016. Focusing infill ef
Slide 14: Fertile Uranium Trend
Fertile Uranium Trend The Patterson Trend is proven to be mineralized with multiple deposits and discoveries including NexGen’s Arrow deposit and Bow discovery. NexGen holds the majority of the trend with 9km of untested strike length on property. Testing both southwest and northeast of Arrow testin
Slide 15: Timeline
Timeline H1/2016 H2/2016 2017 30,000m winter Complete winter 2016 Winter and summer drilling commenced drilling drill campaigns --- --- --- Begin metallurgical, Large summer 2016 Ongoing baseline geotechnical, drill program and monitoring, hydrogeological continued metallurgical, testing environment
Slide 16: Local Prosperity Programs
Local Prosperity Programs NexGen is committed to the local residents and to Saskatchewan. Some of our programs include: Camp Quest: Mining Rocks Earth Science Program La Loche grade 4 field trips Camp dog fostering program Strict focus on the environment, community and safety. 16 nexgenenergy.com |
Slide 17: Summary
Summary NexGen is led by a team of highly experienced uranium professionals with People experience spanning exploration through to production. Arrow hosts an Inferred Mineral Resource estimate of 3.48Mt containing 201.9Mlbs U3O8 grading 2.68% U3O8 and is 100% land- Projects based. It remains open in
Slide 18: Contact Information
Contact Information For more information please visit: www.nexgenenergy.ca or contact: Travis McPherson – Corporate Development Manager Phone: +1.604.428.4112 Email: tmcpherson@nexgenenergy.ca 18 nexgenenergy.com | TSX-V: NXE |
Slide 19: Appendices
Appendices 19 nexgenenergy.com | TSX-V: NXE |
Slide 20: Capital Structure
Capital Structure Shares Issued 301,911,920 Fully Diluted 334,560,652 Cash $33 million Debt None Insider Ownership 5% Shareholders 1832 Asset Management Blackrock Fidelity Rosseau Asset Management RBC Global Asset Management CQS Management Ltd. Warrants 5,714,286 (weighted average price of $0.50) Op
Slide 21: Management
Management Name Experience Leigh Curyer - CEO Chartered Accountant with +20 years experience and ex-CFO of Southern Cross Resources (now Uranium One) Managed exploration, feasibility and permitting of Honeymoon Uranium Project in South Australia Ex-Head Corporate Development at Accord Nuclear Resour
Slide 22: Board of Directors
Board of Directors Name Experience Christopher McFadden (Chairman) Lawyer with +20 years experience in exploration and mining Commercial General Manger for Rio Tinto Richard Patricio Lawyer with +15 years capital markets experience CEO and President of Mega Uranium and Pinetree Capital Trevor J. Thi
Slide 23: Why Uranium? Greenhouse Gas Emissions
Why Uranium? 0 Greenhouse Gas Emissions 23 nexgenenergy.com | TSX-V: NXE |
Slide 24: Uranium - Demand
Uranium - Demand China represents the fastest growing demand for nuclear anywhere in World in three decades. China has 26 reactors operating, 25 under construction, 43 planned and 136 proposed versus the current global reactor fleet of 394. China’s goal of 58 GW by 2020 and 150 GW by 2030. 24 nexgen
Slide 25: Uranium - Supply
Uranium - Supply 90% of global mine supply under severe technical or sovereign risk. Saskatchewan ranked #2 best mining jurisdiction by Fraser Institute in 2015, but 2 of 3 operating mines under severe technical risk. High concentration of supply with top 10 mines accounting for +50% of annual urani
Slide 26: Uranium - Outlook
Uranium - Outlook Demand is expected to outpace total uranium supply by 2018 whereby nuclear utilities will have to either turn off reactors (challenging and expensive) or pay higher prices for nuclear feed. 26 nexgenenergy.com | TSX-V: NXE | World Nuclear Association, Raymond James Ltd.
Slide 27: End Notes
End Notes Technical Disclosure with higher grade samples being more dense than lower grade samples. Therefore, the uranium grade was used to estimate the density of each sample with a polynomial formula which is based on a regression fit. Densities were then interpolated into the block model to conv