Skyharbour Resources Ltd. · TSXV:SYH
Skyharbour Resources — Investor Presentation (November 2024)
39 slides from Skyharbour Resources's investor presentation, November 2024
Slide 1: A Preeminent Uranium Explorer in Canada's Athabasca Basin
A Preeminent Uranium Explorer in Canada’s Athabasca Basin TSX-V: SYH | OTCQX: SYHBF November 2024
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
TSX-V: SYH | SKYHARBOURLTD.COM Investment Highlights Energy transition: uranium High-grade uranium prices and market improving discovery potential with People, Timing, Projects with nuclear as integral near term catalysts and part of global energy mix active exploration/drill going forward as nation
Slide 4: Management Team & Board
TSX-V: SYH | SKYHARBOURLTD.COM Management Team & Board People, Timing, Projects • Entrepreneur who has worked in resource industry with several companies specializing in Jordan Trimble B.Sc., CFA management, corporate finance and strategy, shareholder communications, marketing, business President an
Slide 5: Management Team & Board
TSX-V: SYH | SKYHARBOURLTD.COM Management Team & Board People, Timing, Projects • Geologist with over 35 years of exploration and development experience, searching for Dave Billard P.Geo. uranium, gold and base metals in western Canada and the western US; spent 12 years as a senior geologist at Came
Slide 6: Management Team & Board
TSX-V: SYH | SKYHARBOURLTD.COM Management Team & Board People, Timing, Projects Paul Matysek M.Sc., P.Geo. • Mr. Matysek, Founder, President, and CEO of Energy Metals Corporation, grew it from a $10M market cap in 2004 to $1.8B before its acquisition by Uranium One Inc. in 2007 Advisor • Previously
Slide 7: Capital Structure
TSX-V: SYH | SKYHARBOURLTD.COM Capital Structure TRADING SYMBOLS SYH SC1P SYHBF TSX VENTURE FRANKFURT US OTCQX CAPITAL STRUCTURE 182.5 MM 208.9 MM C$74.8 MM* ISSUED & OUTSTANDING SHARES FULLY DILUTED MARKET CAPITALIZATION * Share price $0.41 as of November 13th, 2024 NOTABLE & STRATEGIC SHAREHOLDERS
Slide 8: Energy Transition and Global Energy Mix
TSX-V: SYH | SKYHARBOURLTD.COM Energy Transition and Global Energy Mix Nuclear: Emissions-Free, Baseload Power Average life cycle of greenhouse emissions • Nuclear energy underpins three major macro trends currently: electrification, decarbonization, and energy security and independence • Nuclear en
Slide 9: Why Nuclear?
TSX-V: SYH | SKYHARBOURLTD.COM Why Nuclear? Real World Examples and Benefits • 31 countries have signed a declaration to triple nuclear energy capacity by 2050 with 14 of the largest global financial institutions supporting it • In addition to providing base-load, CO2 emissions-free, low-cost energy
Slide 10: Global Supply & Demand - Structural Deficit
Global Supply & Demand - Structural Deficit TSX-V: SYH | SKYHARBOURLTD.COM Uranium Market & Nuclear Power A Question of Supply / Demand Fundamentals • Global demand for electricity to grow by approx. 50% by 2040; data centres and EV’s adding to this • Uranium demand expected to grow at 3.6% CAGR thr
Slide 11: Nuclear & Uranium Demand Globally
Nuclear & Uranium Demand Globally TSX-V: SYH | SKYHARBOURLTD.COM The Main Drivers of Conventional Demand Growth Currently 56 reactors Currently 23 reactors Currently 38 reactors and is operating with 30 under operating with 7 under planning to build 36 reactors construction and many more constructio
Slide 12: Uranium Supply Globally
TSX-V: SYH | SKYHARBOURLTD.COM Uranium Supply Globally Uranium Price Rebounding: Spot Market Revival and Supply Curtailments • Recently, producers, developers and physical uranium holding companies have been buying material including Denison, Yellowcake, UEC and Sprott Physical Uranium Trust • Produ
Slide 13: Why the Athabasca Basin?
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 $80/lb $1,760 Gold 19.9 g/t - $2,740/oz $1,760 Silver 1,676 g/t - $32.7/oz $1,760 Copper 18.6% 409 $4.3/lb $1,760 Zinc 57.1% 1,257 $1
Slide 14: Exploration Companies & Acquisitions
TSX-V: SYH | SKYHARBOURLTD.COM Exploration Companies & Acquisitions Athabasca Basin Uranium Advanced-Stage Exploration and Development Companies Current Comparables Company Trading Symbol Share Price Shares Outstanding (MM) Market Cap (MM) Skyharbour Resources SYH $0.41 182.5 $74.8 Isoenergy Ltd. IS
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 Saskatchewan is rated the #3 mining jurisdiction in the world, per
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 November 2024 17
Slide 18: Russell Lake Uranium Project Overview
Russell Lake Uranium Project Overview TSX-V: SYH | SKYHARBOURLTD.COM New Project, New Partner • Skyharbour has a 51% interest in the 73,294 ha Russell Lake Uranium Property, having formed a joint venture partnership with Rio Tinto (“RTEC”) • Premier, advanced-stage exploration property given its lar
Slide 19: Russell Lake Uranium Project Overview
Russell Lake Uranium Project Overview TSX-V: SYH | SKYHARBOURLTD.COM “Discovery Ready Project” • At Grayling Zone, historical drilling at 2.2km long, up to 100m thick sub-parallel Grayling conductor intersected long discontinuous zone of basement-hosted uranium mineralization with localized perched
Slide 20: 2024 Exploration Programs at Russell Lake
2024 Exploration Programs at Russell Lake TSX-V: SYH | SKYHARBOURLTD.COM New Discovery at a New Target • The winter 2024 drilling at Russell was completed during two separate phases of drilling with a total of 3,094 metres drilled in six holes during Phase One and 2,058 metres in four holes during P
Slide 21: Moore Uranium Project Overview
TSX-V: SYH | SKYHARBOURLTD.COM Moore Uranium Project Overview Co-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 producin
Slide 22: Moore Uranium Project History
TSX-V: SYH | SKYHARBOURLTD.COM Moore Uranium Project History Co-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
Slide 23: 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 24: 2020-2024 Exploration Programs at Moore
2020-2024 Exploration Programs at Moore TSX-V: SYH | SKYHARBOURLTD.COM Near Term Catalysts and Innovative Exploration Techniques • Innovative drone-assisted mag surveys flown in 2019 at close spacings and low elevation have helped to better define cross- cutting features/structures which are high-pr
Slide 25: Prospect Generator Business: Joint Ventures and Option Agreements
Prospect Generator Business: TSX-V: SYH | SKYHARBOURLTD.COM Joint Ventures and Option Agreements • Skyharbour adds value to its projects in the Athabasca Basin through focused mineral exploration at its core projects (Russell and Moore) while utilizing the prospect generator model to advance other p
Slide 26: South Falcon East Uranium and Thorium Project
South Falcon East Uranium TSX-V: SYH | SKYHARBOURLTD.COM and Thorium Project NI 43-101 Uranium & Thorium Deposit and Significant Partner-Funded Exploration Program • 100% interest in South Falcon Point (previously Way Lake) Uranium Project • 16 claims totaling 12,234 hectares • 55 km east of the Key
Slide 27: South Falcon East Uranium and Thorium Project
South Falcon East Uranium TSX-V: SYH | SKYHARBOURLTD.COM and Thorium Project NI 43-101 Uranium & Thorium Deposit and Significant Partner-Funded Exploration Program • In March of 2015, Skyharbour released updated NI 43-101 mineral resource estimate for the Fraser Lakes Zone B deposit at south end of
Slide 28: Falcon Uranium Project
Falcon Uranium Project TSX-V: SYH | SKYHARBOURLTD.COM New Partner to Advance Drill-Ready Project with Robust Discovery Potential • 100% interest in the Falcon (previously Way Lake) Uranium Project as well as Foster River Project • Combined 11 claims totaling 42,908 hectares • 55 km east of the Key L
Slide 29: Preston Uranium Project
• TSX-V: SYH | SKYHARBOURLTD.COM Skyharbour owns 24.5% of Preston Uranium Project Preston Uranium which is one of the largest land packages in Patterson Lake area totalling 49,635 ha Project • Strategically located near Fission’s Triple R deposit and NexGen’s Arrow deposit • Skyharbour and previous
Slide 30: East Preston Uranium Project
TSX-V: SYH | SKYHARBOURLTD.COM East Preston • March 2017, Skyharbour announced an option agreement with Azincourt Energy to option a majority of the 20,674 Uranium Project hectare East Preston Uranium Project for shares of Azincourt and $3,500,000 in project consideration ($2,500,000 of exploration
Slide 31: Hook Lake Project
TSX-V: SYH | SKYHARBOURLTD.COM Hook Lake Project High-Grade Showing with JV Partner Thunderbird Resources • 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 Falc
Slide 32: Yurchison Uranium & Base Metal Project
Yurchison Uranium & TSX-V: SYH | SKYHARBOURLTD.COM Base Metal Project • Consists of 13 claims totalling 57,407 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 33: 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 34: South Dufferin and Bolt Uranium Projects
South Dufferin and Bolt Uranium Projects TSX-V: SYH | SKYHARBOURLTD.COM New Earn-In Option Partner • South Dufferin Uranium Project consists of 10 claims totalling 13,205 ha • Drill ready project with numerous prospective targets that covers the southern extension of the Virgin River Shear Zone • Hi
Slide 35: Highway Project
Highway Project TSX-V: SYH | SKYHARBOURLTD.COM New Earn-In Option Partner • Highway Uranium Project consists of four claims totalling 9,339 ha • Located approx. 41 km south of the Rabbit Lake Mine and 11 km SW of Uranium Energy Corp.’s (UEC, formerly UEX) West Bear U and Co-Ni Deposits • Highway 905
Slide 36: 914W Project
914W Project TSX-V: SYH | SKYHARBOURLTD.COM New Earn-In Option Partner • 914W Project consists of one claim covering 1,260 hectares • Located approximately 48 km southwest of Cameco’s Key Lake Operation, with highway 914 running through the western edge of the project, providing excellent access for
Slide 37: Newly Acquired Uranium Projects Available for Option or JV
Foster • 6,362 ha property consisting of 15 mineral claims Newly Acquired TSX-V: SYH | SKYHARBOURLTD.COM Karin Uranium Projects • 19,116 ha property consisting of 5 mineral claims Available for Riou • 8,620 ha property consisting of 6 mineral claims Option or JV Pluto Bay • 13,026 ha property consis
Slide 38: Recent Milestones and Upcoming Catalysts
TSX-V: SYH | SKYHARBOURLTD.COM Recent Milestones and Upcoming Catalysts 2016-2019 2020-2021 2022-2023 2024-2025 Completed multiple drill programs at Continued drilling at Moore with focus Continued drilling at Russell; 5,000m Completed transaction with Denison winter 2024 drill program recently Moor
Slide 39: Thank You
Thank You CONTACTS Jordan Trimble Nicholas Coltura President and CEO Investor Relations T: 604-558-5847 Suite 1030 TF: 1 800 567-8181 505 Burrard St. E: info@skyharbourltd.com Vancouver, BC Canada V7X 1M5 Dave Billard P.Geo., is the Consulting Geologist as well as a Qualified Person as defined by Na
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