Deep Yellow Limited · ASX:DYL
Deep Yellow — Sprott Natural Resources Symposium 2018
23 slides from Deep Yellow's conference presentation, Jul 19, 2018
Slide 1: Corporate Investor Presentation ASX announcement
For personal use only 19 July 2018 ASX Market Announcements Australian Securities Exchange 20 Bridge Street SYDNEY NSW 2000 CORPORATE INVESTOR PRESENTATION Attached is the Corporate Presentation to be given at the Sprott Natural Resources Symposium being held in Vancouver, Canada. Yours faithfully J
Slide 2: Building For The Future
For personal use only Building For The Future Corporate Presentation John Borshoff Managing Director / CEO July 2018
Slide 3: Disclaimer and Competent Person Statement
Disclaimer and Competent Person Statement For personal use only 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. This presentation is being provided for the sole purpose of providin
Slide 4: Major Reset over Past Months
Major Reset over Past 18 Months For personal use only World class leadership with proven track record in uranium Unique strategic alliance with Sprott Group established Capital structure consolidated Raised A$16.5M June 2017 New strategic direction set and being implemented New prospective target zo
Slide 5: Corporate Overview
Corporate Overview Board Capital Structure – 10 July 2018 For personal use only Rudolf Brunovs Chairman Shares on Issue 194.8M John Borshoff * Managing Director / CEO Market Cap (@ A$0.37/share) A$72M Gillian Swaby * Director Net Cash ~ A$10.5M Christophe Urtel Director Major Shareholders Mervyn Gre
Slide 6: Presentation Outline
Presentation Outline For personal use only Uranium in Downturn – excellent outlook Growth Opportunity – perfect for a contrarian play Project Status – enhancing existing resource base Conclusions 5
Slide 7: Supply Shortfall Looming but Price Anomaly Persists
Supply Shortfall Looming but Price Anomaly Persists For personal use only Secondary Supplies Existing Mines NUCLEAR DEMAND STRONG – URANIUM PRICE LAG CLEAR Date/Event Operable Under Planned Proposed U308 Required Prevailing Reactors Construction U308 Price Feb 2011 443 62 156 322 81kt $73/lb (pre-Fu
Slide 8: Supply Gap and New Production Capability
Supply Gap and New Production Capability For personal use only Uranium supply growth is uncertain in the mid to long-term • Major suppliers reducing supply – Cameco, Kazatomprom • Rio – Ranger (ERA) and Rössing in severe downturn. Paladin on hold. • Production at current prices unsustainable. 80% pr
Slide 9: Presentation Outline
Presentation Outline For personal use only Uranium in Downturn – excellent outlook Growth Opportunity – perfect for a contrarian play Project Status – enhancing existing resource base Conclusions 8
Slide 10: Revitalised Company Status
Revitalised Company Status For personal use only A re-energised, well-funded and advanced uranium explorer Differentiated from other mid-sized uranium companies Focus on resource expansion and consolidation Strong support for accretive, long-term growth strategy 9
Slide 11: Essential Prerequisites for Expansion Success
Essential Prerequisites for Expansion Success For personal use only Ability • leadership, experience Industry Knowledge • deep understanding across the spectrum Vision • see the vacuums - fill the gaps Credibility • proven track record Access to Funding 10
Slide 12: Opportunity Base – Uranium Sector Overview
Opportunity Base – Uranium Sector Overview For personal use only 75 companies world-wide – producers, developers, explorers. 10% Listed Producers 10 government associated or multi-national uranium producers. 14% Government & Multinationals 52% 7 listed uranium producing companies Explorers (Cameco,
Slide 13: Vision For Growth
Vision For Growth For personal use only Two- Part Strategy for Growth Enhancing the Namibian cornerstone projects • As Tumas 3 region is demonstrating – strong potential exists for new discoveries and resource expansion within current Namibian tenements Establish a multi-project, global uranium plat
Slide 14: Presentation Outline
Presentation Outline For personal use only Uranium in Downturn – excellent outlook Growth Opportunity – perfect for a contrarian play Project Status – enhancing existing resource base Conclusions 13
Slide 15: Namibia - A Highly Favourable Destination
Namibia - A Highly Favourable Destination For personal use only A large, proven prospective uranium province with exceptional prospectivity Contains 1.5Blb U3O8, Measured and Indicated Resources • plus 350Mlb U3O8 Inferred resources To date, the region has produced 320Mlb U3O8 since 1974 Capable of
Slide 16: Deep Yellow – Namibian Projects
Deep Yellow – Namibian Projects Overall Namibian resources 126.4Mlb U308 For personal use only grading 321ppm Projects prospective for two target types Reptile: (EPLs 3496/97) – 991km2 (100%) • Numerous new targets identified for drilling • Palaeochannel/calcrete targets (Langer Heinrich style) - 63
Slide 17: Tumas – Resource Extension Drilling
Tumas 3 – Resource Extension Drilling For personal use only Follow-up resource drilling extends Tumas 3 discovery from 4.4km to 10km Inferred Mineral Resource base expanded • Tumas 3 expanded 32% now 31.2Mlb/377ppm eU308 from 23.5Mlb/382ppm • 3Mlb/km of mineralisation above expectation A remarkable
Slide 18: Palaeochannels Producing Positive Results
Palaeochannels Producing Positive Results For personal use only New prospectivity identified with resources growing • Currently 63.3Mlb in 4 deposits of palaeochannel associated uranium on Reptile Project • 120km of highly prospective palaeochannel delineated A 50km zone from Tubas Red Sand to Tumas
Slide 19: Reptile and Nova JV Basement Targets
Reptile and Nova JV Basement Targets For personal use only Highly prospective regional structural zone delineated (Alaskite corridor) • 45Mlb U308 at 420ppm already identified within this zone on Reptile Project (EPL 3496) Improved exploration search parameters and high resolution airborne survey se
Slide 20: Presentation Outline
Presentation Outline For personal use only Uranium in Downturn – excellent outlook Growth Opportunity – perfect for a contrarian play Project Status – enhancing existing resource base Conclusions 19
Slide 21: Conclusions
Conclusions For personal use only New focus and positioning for the inevitable uranium upturn • Clear strategy for growth • Newly established OTCQB trading platform expanding shareholder footprint • Strategic Alliance with Sprott in place and investor base regenerated • Capital structure reset and w
Slide 22: Mineral Resources – Palaeochannel and Basement Related
Mineral Resources – Palaeochannel and Basement Related For personal use only 21
Slide 23: Contact Details
Contact Details For personal use only John Borshoff Managing Director/CEO Deep Yellow Limited Unit 17, Spectrum Building, 100 Railway Rd Subiaco, Western Australia 6008 T +61 8 9286 6999 M +61 419 912 571 F +61 8 9286 6969 Email: john.borshoff@deepyellow.com.au Email: info@deepyellow.com.au Website:
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