Deep Yellow Limited · ASX:DYL
Deep Yellow — H.C. Wainwright & Co Spring Mining Conference 2021
22 slides from Deep Yellow's conference presentation, Apr 20, 2021
Slide 1: Corporate Presentation HC Wainwright & Co Conference
NEWS RELEASE 20 April 2021 For personal use only CORPORATE PRESENTATION HC WAINWRIGHT & CO CONFERENCE We attach a Corporate Presentation for the H.C. Wainwright & Co Spring Mining Conference. Yours faithfully JOHN BORSHOFF Managing Director/CEO Deep Yellow Limited This ASX announcement was authorise
Slide 2: About Deep Yellow Limited
About Deep Yellow Limited Deep Yellow Limited is a differentiated, advanced uranium exploration company, in pre- development phase, implementing a contrarian strategy to grow shareholder wealth. This strategy is founded upon growing the existing uranium resources across the Company’s For personal us
Slide 3: Building a Tier-One Uranium Producer
Click to Building edit Master title style a Tier-One Uranium Producer For personal use only Click to edit Master text styles ● Second level H.C. Wainwright Fourth level& Co o Third level Spring Mining Conference Fifth level April 19, 2021 John Borshoff Managing Director/CEO DYL: ASX / NSX (Namibia)
Slide 4: Disclaimer, Previously Reported Information and Competent Person Statement
Disclaimer, Previously Reported Information and Competent Person Statement For personal use only Disclaimer developed based on assumptions about such risks, uncertainties and other factors, including but not limited to general business, economic, competitive, political and underpinning the Mineral R
Slide 5: Nuclear & Uranium Overview
For personal use only Nuclear & Uranium Overview 3
Slide 6: Nuclear History – Cycles, Prices and Production
75 Year Nuclear History – Cycles, Prices and Production For personal use only 4
Slide 7: Emerging Cycle – A Decarbonisation-Inspired Exploration Boom
Emerging Cycle 4 – A Decarbonisation-Inspired Exploration Boom For personal use only • In addition to looming supply shortage the situation will be further exacerbated by ambitious decarbonisation targets that have been set to achieve over next 30 years 5
Slide 8: Only three Juniors outside US went into Production
Only three Juniors outside US went into Production in 75 Years For personal use only 6
Slide 9: Well Positioned for Growth
Well Positioned for Growth For personal use only ● Project portfolio is located in Namibia, a premier uranium mining jurisdiction with a long history of mining ● Dual-pillar growth strategy to establish a multi-platform, 5-10Mlb per annum, low-cost, tier one uranium producer ● Led by a standout uran
Slide 10: Right Team, Right Time, Right Commodity
Right Team, Right Time, Right Commodity For personal use only The Key Pillars Available to Deep Yellow to Build a Tier 1 Uranium Platform Experienced Proven Vision & Cohesive Growth Funding Track & Team Strategy Support Record Leadership Across All Disciplines APPLIED TO Existing Namibian Sector Pro
Slide 11: Advancing the Dual-Pillar Expansion Strategy
Advancing the Dual-Pillar Expansion Strategy For personal use only Key Ingredients Remain for Execution of Stated Growth Strategy Comprising both organic (Namibian project portfolio) and inorganic growth (targeted M&A) Fundamental supply/demand disconnect remains unresponsive to the post 2023/24 pre
Slide 12: The Tumas Project
For personal use only The Tumas Project PFS completed/DFS started 11
Slide 13: The Premier Uranium Mining Jurisdiction
The Premier Uranium Mining Jurisdiction For personal use only Excellent jurisdiction and infrastructure for development and mining Responsible for ~6% of global uranium output Namibia has a long history of uranium mining - currently the world’s 4th largest uranium producer producing 320Mlb since 197
Slide 14: Tumas Overview
Tumas Overview For personal use only Page 1 of 2 Multiple deposits discovered along 55km of the 125km of regional channel explored to date Tumas Project within 100% owned Reptile tenements Only 50% of the 125km highly prospective palaeochannel system has been tested Exploration since early 2017 has
Slide 15: Tumas DFS Commenced following PFS
Tumas DFS Commenced following PFS For personal use only ● Focused on an open-pit mining operation, with a production capacity of 3Mlb U3O8 per annum ● Highly positive PFS completed Jan’21 using only 50% of the total Mineral Resources with strong economic and growth characteristic on a 12-year LOM Im
Slide 16: DFS 20-year LoM Target Showing Significant Upside
DFS - 20 year LoM Target Showing Significant Upside For personal use only ● Commencement of detailed trade-off and optimisation studies ● Metallurgical test work and analysis commenced FORECAST FINANCIAL OUTCOMES US$ PFS- DFS-20 yr LOM Item Units 12yr LOM TARGETS Plant Capacity 3Mlb 3Mlb(min) Operat
Slide 17: Looking Ahead
For personal use only Looking Ahead 16
Slide 18: Efficient and Effective Capital Spend
Efficient and Effective Capital Spend For personal use only 17
Slide 19: Corporate Overview
Corporate Overview For personal use only BOARD CAPITAL STRUCTURE – 31 March 2021 Rudolf Brunovs Chairman Shares on Issue 325M John Borshoff * MD/CEO Listed Options (A$0.50/1 June 2022) 57.6M Gillian Swaby * Exec Director Market Cap (@ A$0.72/share) A$234M Christophe Urtel Non-Exec Director Net Cash
Slide 20: Strong Pipeline of Newsflow
Strong Pipeline of Newsflow For personal use only ● 15,000m DFS resource upgrade drilling currently underway ● Drilling focussed on converting the remaining Mineral Resources to Ore Reserve status: Commenced February: Drilling Tumas 3 East (3,000 to 3,500m) Mid-April: Drilling Tumas 3 West (4,500 to
Slide 21: A Differentiated Investment Thesis
A Differentiated Investment Thesis For personal use only ● Deep Yellow has a differentiated approach for value creation built around a looming uranium shortage o Substantial new production will be required with the sector is ill-prepared to deliver o Lack of sufficient proven expertise and experienc
Slide 22: For further information
For personal use only For further information: T: +61 8 9286 6999 E: info@deepyellow.com.au W: www.deepyellow.com.au : @deepyellowltd : deep-yellow-limited 21
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