Deep Yellow Limited · ASX:DYL
Deep Yellow — Investor Presentation (March 2008)
25 slides from Deep Yellow's investor presentation, Mar 4, 2008
Slide 1: Building an Australian and Namibian Uranium Company
For personal use only DEEP YELLOW LIMITED BUILDING AN AUSTRALIAN AND NAMIBIAN URANIUM COMPANY
Slide 2: Disclaimer
DISCLAIMER For personal use only While technical information contained in this presentation is based upon an independent technical review, no representation or warranty is made as to the accuracy, completeness, or reliability of the information in this presentation. Any forward looking information i
Slide 3: Background
BACKGROUND For personal use only • October 2005 - Directors that included 1970’s uranium people took Board control of ASX listed Deep Yellow Limited • Market cap was then around $10 M and Company had $1 M cash • Commenced an aggressive M & A programme in Australia • Late 2006 expanded into Namibia t
Slide 4: What Makes Deep Yellow Different?
WHAT MAKES DEEP YELLOW DIFFERENT? For personal use only • Purpose built uranium exploration company • Stated objective is a resource target of 45,000 to 50,000 t U3O8 (100 to 120 M lbs) by end 2008 from known Namibian mineralised areas • Several Australian Projects with significant potential economi
Slide 5: Experienced Board
EXPERIENCED BOARD For personal use only • Mervyn Greene. Non-Executive Chairman. An investment banker with senior and management level international experience • Leon Pretorius. Managing Director. A geochemist with wide ranging international uranium exploration experience. MSc and PhD on uranium • M
Slide 6: Corporate
CORPORATE For personal use only • 1,108,726,958 Shares and 73,500,000 Options (8.1 c to 74.6 c) • Market Cap ~$365 million (at 33 c) • Current cash and liquid assets ~$65 million • Top 20 shareholders hold ~60% • Top 10 shareholders hold ~47% • S&P ASX Top 300 Company
Slide 7: Uranium supply and demand 2006 to 2030+
Uranium supply and demand 2006 to 2030+ For personal use only
Slide 8: Project Areas to Scale
PROJECT AREAS TO SCALE For personal use only
Slide 9: Australian Projects
For personal use only AUSTRALIAN PROJECTS
Slide 10: Queensland
QUEENSLAND For personal use only • Permanently staffed operational base in Mt Isa • Direct ownership or access to 100% of uranium rights to over +6,000 km² around Mt Isa and Cloncurry • Multiple uranium anomalies and 1970/80s drill intercepts • Queens Gift drilling returns wide intersections in Quar
Slide 11: NW Queensland Tenure
For personal use only NW TENURE QUEENSLAND
Slide 12: Mt Isa – Queens Gift 2007 Drilling Results
MT ISA – QUEENS GIFT For personal use only 2007 Drilling Results • DQRC-0006 9 m at 818 ppm U3O8 from 35 m • DQRC-0013 4 m at 2,225 ppm U3O8 from 19 m • DQRC-0018 3 m at 2,330 ppm U3O8 from 7 m • DQRC-0032 50 m at 400 ppm U3O8 from 1 m • DQRC-0033 69 m at 467 ppm U3O8 from 8 m • DQRC-0041 23 m at 40
Slide 13: Napperby Project – Northern Territory
NAPPERBY PROJECT – NORTHERN TERRITORY (DYL 100% - Toro Energy Limited Option to Purchase) For personal use only Toro Energy Limited (Toro) has announced initial results from their 2007 drilling programme. Similar uranium grades and widths to those in the adjacent resource (block), which was determ
Slide 14: Reptile Uranium Namibia (Pty) Ltd – Historic
REPTILE URANIUM NAMIBIA (PTY) LTD - HISTORIC For personal use only • JORC Code Inferred Mineral Resource totals 77.3 Mt at 0.023% U3O8 (228 ppm) at a cut-off grade of 100 ppm U3O8 for 17,600 tonne or 38.8 million pounds U3O8 • DYL is targeting Inferred Resource target of 45,000 to 50,000 t or 100 to
Slide 15: Reptile Uranium Namibia (Pty) Ltd – Present
REPTILE URANIUM NAMIBIA (PTY) LTD - PRESENT For personal use only • 20,000 m of JORC orientated RC drilling on Anglo’s Tubas project completed and temporarily curtailed. Trenching planned • 40,000 m RC programme underway at Falconbridge’s Tumas project • 60,000 m RC programme on Elf-Aquitaine’s Auss
Slide 16: Location of Project Area
For personal use only LOCATION OF PROJECT AREA
Slide 17: Airborne Radiometrics (U2/Th)
For personal use only AIRBORNE RADIOMETRICS (U2/Th) Outlined are the previously explored areas indicating that the majority of the anomalies remain to be explored
Slide 18: Airborne Magnetics (Total)
AIRBORNE For personal use only MAGNETICS (TOTAL)
Slide 19: Primary Targets – Airborne Magnetics with Radiometric Targets
For personal use only PRIMARY TARGETS AIRBORNE MAGNETICS WITH RADIOMETRIC TARGETS OVERLAIN (ENHANCED V1) TUBAS NORTH (EPL3496)
Slide 20: RC Drilling on Tubas Channel
RC DRILLING ON TUBAS CHANNEL For personal use only
Slide 21: Tubas Assay Results
TUBAS ASSAY RESULTS - MUCH EXCITEMENT For personal use only HISTORICALLY 1 TO 4 m THICK MINERALISATION. RARELY AVERAGING MORE THAN 300 ppm U3O8 REPTILE REGULARLY INTERSECTING WIDER ZONES AT BETTER GRADES NOTABLY: - Hole No. Depth (m) Interval (m) Lithology U3O8 (ppm) A2.80/7.5 0 to 10 10 Red sand 1,
Slide 22: Helicopter Reconnaissance Results
HELICOPTER RECONNAISSANCE RESULTS – AMAZING ASSAYS Anomaly Locality Style U3O8 (ppm) Anomaly Locality Style U3O8 (ppm) EPL 3496 EPL 3498 For personal use only Tubas M 09 Primary 2,722 Aussinanis DA 1 Secondary 2,528 Tubas AC Secondary 5,099 Aussinanis DA 1 Secondary 27,875 Tubas AC Secondary 7,436 A
Slide 23: Swakopmund Office and Operational Base
SWAKOPMUND OFFICE AND OPERATIONAL BASE For personal use only
Slide 24: The Future
THE FUTURE For personal use only • Major expansion of exploration activities in Namibia with 5 RC and one Diamond rig doing JORC Code and exploration drilling ~15,000+ metre planned per month from March - Airborne geophysical surveys complete and scheduled • Concerted exploration and evaluation effo
Slide 25: Thank You
THANK YOU For personal use only DEEP YELLOW AN EXCITING AND GROWING URANIUM COMPANY Dr Leon Pretorius Managing Director