Slide 1: ASX Announcement: Investor Presentation - Revised
ASX Announcement ASX: DYL For personal use only 27 April 2017 Investor Presentation - Revised Deep Yellow Limited (‘Deep Yellow’ or the ‘Company’) (ASX:DYL) advises that a recent investor presentation released to the market included exploration targets. (refer ASX release on 7 April 2017). The prese
Slide 2: Building For The Future
For personal use only Building For The Future Investor Presentation John Borshoff Managing Director / CEO 27 April 2017
Slide 3: Disclaimer and Competent Person Statement
Disclaimer and Competent Person Statement This document has been prepared by Deep Yellow Limited (Deep Yellow, DYL or the Company) in connection with providing an overview to interested analysts and investors. For personal use only This presentation is being provided for the sole purpose of providin
Slide 4: Overview
Overview For personal use only New management & core team in place • Revitalised investor base with greater international interest • Key alliance with Sprott Group to support the company’s growth ambitions Major strategic review of company completed • Share consolidation completed – share base now m
Slide 5: Presentation Outline
Presentation Outline For personal use only Uranium and Nuclear – Beyond Statistics Growth Opportunity & Strategy – The Right Platform Deep Yellow – Status and Objectives Annexure – Additional Data 4
Slide 6: Uranium Market Snapshot
Uranium Market Snapshot For personal use only 160 500 Globally, 10 new reactors entered 347 reactors 140 (391.3GWe) 450 commercial operation in 2015 400 120 447 reactors 350 Planned / proposed reactor forecasts 100 (391.4GWe) continue to rise No. of Reactors 300 GWe 80 250 China: 2002 (4.5GWe) – pla
Slide 7: Opportunity – Supply Deficit Consensus
Opportunity – Supply Deficit Consensus 350 Supply and Demand (Mlbs U308 / Year) Total Demand Spot Spot price price 14 14 March Mar 1717 – US$24/lb – US$24/lb For personal use only 325 300 Historic lowFeb Historic low Feb1717 – US$17.5/lb – US$17.5/lb 275 250 Supply Gap 225 200 175 New Mines Secondar
Slide 8: Growth Opportunity & Strategy – The Right Platform
For personal use only Uranium and Nuclear – Beyond Statistics Growth Opportunity & Strategy – The Right Platform Deep Yellow – Status and Objectives Annexure – Additional Data 7
Slide 9: Value Creation Strategy
Value Creation Strategy For personal use only Imagine the scene in 2020: • The global nuclear fleet continues to grow • Reality of severe uranium shortage comes to fruition • Once shortage sets in, prices will move significantly higher than the base incentive price • Supply sector serviced by a dimi
Slide 10: Vision for Growth
Vision for Growth For personal use only Deep Yellow has a clear, dual strategy running in parallel • Focus on increasing the value of existing exploration projects in Namibia • Build a future multi-project global uranium platform through accretive acquisitions Extract full value from the potential t
Slide 11: What Differentiates the New Deep Yellow?
What Differentiates the New Deep Yellow? For personal use only Typical emerging uranium player – single project, promoter driven, unproven management and “struck in the groove” • Generally, years away from production possibilities • History tells us any new, large, high-grade Canadian discoveries wi
Slide 12: World Class Team
World Class Team For personal use only New Management team led by Managing Director John Borshoff • Took Paladin Energy from a small explorer into the only independent, multi-mine producer in the last uranium cycle • Possesses the necessary leadership and capability to succeed in an increasingly com
Slide 13: Deep Yellow – Status and Objectives
For personal use only Uranium and Nuclear – Beyond Statistics Growth Opportunity & Strategy – The Right Platform Deep Yellow – Status and Objectives Annexure – Additional Data 12
Slide 14: Corporate Overview
Corporate Overview Board Capital Structure – as at 30 March 2017 For personal use only Rudolf Brunovs Interim Chairman Shares on Issue (post-consolidation) 129.6M John Borshoff * Managing Director / CEO Market Cap (@ 0.30c / share) ~ AUD$40M Gillian Swaby * Director Net Cash @ 31 Dec 16 ~ AUD$2.3M C
Slide 15: Deep Yellow – Namibian Projects
Deep Yellow – Namibian Projects Situated within the proven, exceptionally prospective Namibian Uranium Province containing For personal use only Resources of 1.5Blb* (Measured & Indicated) plus 350Mlb* (Inferred) U3O8 within a 50km radius. Additionally, to date the region has produced 320Mlb* U3O8.
Slide 16: Nova JV – Landmark Japanese Earn-In
Nova JV – Landmark Japanese Earn-In Current JV equity: DYL 65% (Manager), Toro For personal use only Energy 25%, Sixzone Investments 10% • EPLs 3669/70 recently renewed to Nov 2019 New strategic farm-in agreement with leading Japanese partner JOGMEC • JOGMEC investment of AU$4.5M over four years to
Slide 17: Reptile Project – Palaeochannel Targets
Reptile Project – Palaeochannel Targets Targeting Langer Heinrich style palaeochannel uranium deposits An exploration target of approx. 120 - 150Mt (tonnes) to provide between 80 – 100Mlb For personal use only U3O8 in 300 to 500 ppm U3O8 range* *The Company acknowledges that the potential quantity a
Slide 18: Reptile Project – Palaeochannel Targets (Cont)
Reptile Project – Palaeochannel Targets (Cont) For personal use only • With the existing identified resources at Tubas and Tumas deposits, an overall exploration target of 80- 100Mlb is statistically and geologically feasible. Target delineation work to date has defined 3 priority exploration target
Slide 19: Reptile Project – Basement Targets
Reptile Project – Basement Targets Current basement resource (alaskite and skarn For personal use only type) 45Mlb U3O8 at 420 ppm within the Alaskite Alley corridor Testing in 2017 of geophysical methods to identify targets beneath cover Targets are contiguous to known mineralised zones. EPLs 3496/
Slide 20: Objectives And Framework For Expansion
Objectives And Framework For Expansion For personal use only Short term: corporate reorganisation completed and ready to promote awareness of the company strategy to new investors • Build understanding that Deep Yellow is the premier uranium growth investment vehicle • Share consolidation completed
Slide 21: In Summary
In Summary For personal use only New focus and positioning for the next uranium cycle • New management in place and strategy clearly defined • Strategic investment completed with affiliates of the Sprott Group • New shareholder base and increased liquidity • Corporate restructure completed • Interna
Slide 22: Annexure – Additional Data
For personal use only Uranium and Nuclear – Beyond Statistics Growth Opportunity & Strategy – The Right Platform Deep Yellow – Status and Objectives Annexure – Additional Data 21
Slide 23: Opportunity – Electricity Demand Growth
Opportunity – Electricity Demand Growth For personal use only 40.0 Global Electricity Consumption 35.0 30.0 25.0 (Trillion KWh) 20.0 15.0 10.0 5.0 0.0 2012 2020 2025 2030 2035 2040 NON-OECD OECD Source: EIA Energy Outlook 2016 No slowdown in consumption anticipated – clean generation essential 22
Slide 24: Supply Gap – Who is Able to Build Capacity?
Supply Gap – Who is Able to Build Capacity? For personal use only Uranium supply in the mid to longer term is highly uncertain. Uncertainties and nervousness exist amongst utilities: • When is supply shortage going to set in - 2020? 2022?. • This is a matter utilities worry about a lot. • Uncertain
Slide 25: JORC Resources Status
JORC Resources Status Cut-off Tonnes U3O8 U3O8 U3O8 Resource Categories (Mlb U3O8) Deposit Category (ppm U3O8) (M) (ppm) (t) (Mlb) Measured Indicated Inferred For personal use only BASEMENT MINERALISATION Omahola Project - JORC 2004 INCA Deposit ♦ Indicated 250 7.0 470 3,300 7.2 - 7.2 - INCA Deposit
Slide 26: Contact Details
Contact Details For personal use only John Borshoff Managing Director / CEO Deep Yellow Limited Unit 1, Spectrum Building, 100 Railway Rd Subiaco, Western Australia 6008 T +61 8 9286 6999 F +61 8 9286 6969 Email: john.borshoff@deepyellow.com.au Email: info@deepyellow.com.au Website: www.deepyellow.c