Isoenergy Ltd. · TSX:ISO
Isoenergy — Investor Presentation (January 2021)
25 slides from Isoenergy's investor presentation, January 2021
Slide 1: Drilling High Grade Uranium in Canada's Athabasca Basin
TSXV: ISO OTC: ISENF Drilling High Grade Uranium in Canada’s Athabasca Basin January 2021
Slide 2: Disclaimer
Disclaimer Information Contained In This Presentation This presentation is a summary description of IsoEnergy Ltd. (“IsoEnergy” or the “Company”) and its business and does Forward-looking information and statements also involve known and unknown risks and uncertainties and other factors, not purport
Slide 3: Major Disruptions - Market Now in Serious Undersupply
Major Disruptions - Market Now in Serious Undersupply Covid-19: Major supply disruptions with little demand impact Canada, Kazakhstan, and Namibia all temporarily suspended production during 2020 Production suspended 3-6 months We estimate annual mine production will be reduced by 30% for 2020
Slide 4: Hurricane Zone Drilling
Hurricane Zone Drilling 2020 Highlights: From To Length Chemical Assay Hole-ID (m) (m) (m) (% U3O8) LE20-32A 329.5 338.0 8.5 19.6 incl. 334.5 337.0 2.5 63.6 incl. 335.0 336.5 1.5 76.7 LE20-34 326.0 334.5 8.5 33.9 incl. 328.0 333.0 5.0 57.1 incl. 329.5 331.5 2.0 62.8 LE20-51 322.5 330.0 7.5 14.5 incl
Slide 5: Why Explore in the Athabasca?
Why Explore in the Athabasca? NexGen Energy Share Price and Events Cameco announces IsoEnergy founded and backed by $4.50 10 month closure of McArthur River the team behind NexGen Energy. mine beginning Kazatomprom $4.00 2018 NexGen holds the largest announces 10% production cut for undeveloped
Slide 6: Our Approach
Our Approach Start with the area most prospective for quality, Athabasca Basin high grade and high margin mines and which is also the world’s best mining jurisdiction Strong technical focus and background – all full- Team time employees are geologists, with a track record of uranium exploration succ
Slide 7: Eastern Athabasca Portfolio
Eastern Athabasca Portfolio Simple Strategy in the Home of High-Grade Uranium 1. Stake/acquire as much of the eastern Athabasca as possible. 2. Drill around mineralized intercepts that were found but never adequately followed up post 2011. 3. Drill for basement hosted - Arrow style - mineralization
Slide 8: Hurricane Discovery
Hurricane Discovery 8 IsoEnergy.ca TSXV: ISO OTCQX: ISENF
Slide 9: New Discovery – Larocque East
New Discovery – Larocque East Larocque East: Focused on Expansion of the Hurricane Zone Discovery 100% owned by ISO, acquired in May, 2018 Discovery hole drilled 8 weeks after acquisition in July 2018: 8.5m @ 1.26% U3O8, including 2.5m @ 3.58% U3O8 24 hole, 9,400m expanded winter 2020 drilling
Slide 10: Larocque East – Hurricane Zone
Larocque East – Hurricane Zone Key Features of a Significant Discovery High grade mineralization over widths and thicknesses seen at major deposits i.e. up to 11m thick x 75m wide Known uranium mineralization extends over 1km of strike length Mineralization occurs on a major basement tapping f
Slide 11: Larocque East – Summer 2020 Intersections
Larocque East – Summer 2020 Intersections LE20-76 Section 4435E Intersected 7.5m of uranium mineralization that averages 38.8% U3O8, (LE20-76) including a 3.5m subinterval of off-scale radioactivity (>65K CPS on an RS- 125 spectrometer) that averages 74.0% U3O8. LE20-76 was drilled to evaluate a
Slide 12: Larocque East – Eastern Extension & Other Targets
Larocque East – Eastern Extension & Other Targets Excellent Exploration Potential East of Hurricane 15km of conductors related to the Larocque Trend are present at Larocque East ISO drilling has only evaluated the westernmost 2km Several historical drill holes east of the Hurricane zone have i
Slide 13: Athabasca Basin Deposit Depths
Athabasca Basin Deposit Depths 1313 IsoEnergy.ca TSXV: ISO OTCQX: ISENF
Slide 14: Other High Priority Properties
Other High Priority Properties 14 IsoEnergy.ca TSXV: ISO OTCQX: ISENF
Slide 15: Geiger – Drill Ready
Geiger – Drill Ready Newly expanded in March 2018 with the Dawn North acquisition A total of ~135 kilometres of graphitic conductors Several mineralized intersections are present on the property including high grade basement mineralization up to 2.74% U3O8 over 1.2 m in drill hole HL-50 Nume
Slide 16: Radio – Drill Ready
Radio – Drill Ready Located 2km east of Rio Tinto’s Roughrider uranium deposit (acquired for $587m by Rio Tinto via the acquisition of Hathor Exploration in 2012) Now 100% owned by IsoEnergy Unconformity depth is shallow: ~150m Within 6 km of the McClean Lake uranium mill Property hosts wh
Slide 17: Thorburn Lake – Drill Ready
Thorburn Lake – Drill Ready Prior to discovery of Arrow this was NexGen’s highest priority property Unconformity depth is shallow (less than 300 m) Cigar Lake, Thorburn Lake and Sand Lake uranium deposits are all within 7 km Cigar Lake Mine haul road runs through the property 2011 drilling
Slide 18: Corporate Overview
Corporate Overview 18 IsoEnergy.ca TSXV: ISO OTCQX: ISENF
Slide 19: Capital Structure
Capital Structure Shareholders 1 Year Stock Chart | TSXV: ISO Share Structure Issued & Outstanding Shares 94,572,998 Stock Options 8,470,000 Warrants 6,541,577 Convertible Debt (US$6 million)(1) 9,206,311 Fully Diluted Shares 118,790,886 Cash C$11.8 Million (1) Convertible at C$0.88 per share with t
Slide 20: Management
Management Craig Parry Steve Blower Janine Richardson Peter Longo Andy Carmichael Director, President & CEO VP, Exploration Chief Financial Officer VP, Projects Senior Geologist Ex-Rio Tinto, Oxiana, G-Resources, Professional Geologist, M.Sc. Chartered Professional Account Professional Engin
Slide 21: Board of Directors
Board of Directors Leigh Curyer Trevor Thiele Richard Patricio Chris McFadden Chairman Director Director Director Chartered Accountant with +20 Chartered accountant with +30 Lawyer with +15 years capital market Chairman of NexGen Energy Ltd. years experience and former CFO years experience i
Slide 22: Investor Highlights
Investor Highlights IsoEnergy Investor Highlights Discovery The only junior with a new high-grade uranium discovery. Timing Uranium market fundamentals have changed and we are on the forefront of a bull market. Team Responsible for or involved in the discovery of the three most recent high-gra
Slide 23: Contact
Contact Management Craig Parry – Chief Executive Officer Email: info@isoenergy.ca Direct: +1.778.379.3211 Investor Relations Kin Communications Email: iso@kincommunications.com Direct: +1.604.684.6730 23 IsoEnergy.ca TSXV: ISO OTCQX: ISENF
Slide 24: Uranium Market Update
Uranium Market Update CATALYSTS FOR NEXT URANIUM BULL MARKET HAVE EMERGED 24 IsoEnergy.ca TSXV: ISO OTCQX: ISENF
Slide 25: Supply Side 2018 Global Uranium Production Cost Curve (SRK)
Supply Side 2018 Global Uranium Production Cost Curve (SRK) Does not include: Depreciation and amortization Corporate taxes on profits Capital that can be attributed to the construction of new production volumes Financial costs Overhead/administrative costs that are allocated to alternativ