Nexgen Energy Ltd. · TSX:NXE
Nexgen Energy — Investor Presentation (September 2016)
30 slides from Nexgen Energy's investor presentation, September 2016
Slide 1: Arrow: The Basin's Largest Undeveloped Deposit
Arrow: The Basin’s Largest Undeveloped Deposit September 2016
Slide 2: Disclaimer
Disclaimer Information Contained In This Presentation operating cash flow and dependence on third party financing, uncertainty of additional financing, assay results may not be consistent with preliminary results, uncertainty of mineral estimation, alternative This presentation is a summary descript
Slide 3: Summary
Summary NexGen is led by a team of highly experienced uranium professionals with People experience spanning exploration through to production. Arrow hosts an Inferred Mineral Resource estimate of 3.48Mt containing 201.9Mlbs U3O8 grading 2.68% U3O8 and is 100% land- Projects based. It remains open in
Slide 4: Overview: NexGen Projects
Overview: NexGen Projects Cluff Lake Mine 70km to northwest of Arrow operated during the 90’s by AREVA NexGen’s Focus: Discover and develop high-grade uranium assets with global scale and technical simplicity in the most time and cost efficient manner possible. Image from Cameco Corp. 4 nexgenenergy
Slide 5: Dominance in Southwest
Dominance in Southwest Arrow is the largest undeveloped uranium deposit in the Basin. Opportunity for more zones of mineralization across the property and is currently being tested. 5 nexgenenergy.com | TSX-V: NXE |
Slide 6: Basin's Largest Undeveloped Deposit
Basin’s Largest Undeveloped Deposit 201.9Mlbs contained in 3.48Mt grading 2.63% Uniquely 100% land based Only includes the 82 holes U3O8 in the Inferred and entirely basement drilled up to the end of Mineral Resource Category hosted commencing 100m October 2015 (AR-14-01 to making it 3rd largest bel
Slide 7: Basin's Largest Undeveloped Deposit
Basin’s Largest Undeveloped Deposit 7 nexgenenergy.com | TSX-V: NXE |
Slide 8: Resilient Resource Estimate
Resilient Resource Estimate Maiden Inferred Mineral Resource Estimate Cut-Off % Tonnes Grade Contained U3O8 (capped) % U3O8 U3O8 0.25 3,480,000 2.63 201,900,000 0.50 2,510,000 3.51 194,300,000 1.00 1,490,000 5.43 178,300,000 2.50 677,800 10.04 150,100,000 5.00 396,500 14.70 128,500,000 10.00 221,200
Slide 9: Athabasca Basin Setting
Athabasca Basin Setting Sandstone-hosted deposits (egress type) tend to have mining challenges due to the fact the mineralization is ‘perched’ within the unconsolidated and wet Athabasca Sandstone unit. Arrow is a basement-hosted zone (ingress type) which NexGen believes will not require freezing to
Slide 10: Arrow Still Open in All Directions
Arrow Still Open in All Directions Current plan view of Arrow deposit. Currently consists of 5 vertical parallel shears; A1, A2, A3, A4 and A5 that trend along strike northeast-to- southwest. Currently drill testing to define boundaries at Arrow by aggressively stepping out along strike as well as i
Slide 11: Just the Beginning
Just the Beginning Arrow’s maiden resource does not include any 2016 drilling. Most strongly mineralized holes drilled at Arrow to date in AR-16-64c2 and -63c2 not included in resource. 19 holes have been drilled in A2 Sub-Zone in 2016 versus with 7 in 2015. All holes with assays returned have total
Slide 12: Best Holes Not in Maiden Resource Estimate
Best Holes Not in Maiden Resource Estimate Holes -63c2, -64c2, - 76c1, -76c3, -98c2 and many other holes extend well outside the currently defined High Grade Domain grade shell which hosts the 120.5Mlbs contained metal at 13.26% U3O8 (0.410Mt of Inferred mineral resource). Maiden resource estimate w
Slide 13: New Potential in the A1 Shear
New Potential in the A1 Shear Holes AR-16-84c1 and -98c2 hit 8.35 m and 9.45 m of off-scale mineralization within the A1 shear making them the most substantial intersection of off-scale to date in that shear. Since then, follow-up hole -84c3 hit 2.6 m of off-scale mineralization to the southwest. Mo
Slide 14: The Brand New A5 Shear
The Brand New A5 Shear Hole AR-16-81c2 intersected high-grade uranium parallel to and southeast of the A4 shear. Hole -81c2 intersected 58.5 m at 1.26% U3O8 when not considering internal dilution (or 3 intervals of: 9.5 m at 2.08%, 4 m at 5.18% and 6.5 m at 2.55% U3O8) Over 685 m of untested vertica
Slide 15: Brand New Area 180 m Southwest of Arrow
Brand New Area 180 m Southwest of Arrow Hole AR-16-90c3 returned 13 m at 8.09% U3)8 including 10 m at 10.33% U308 and another interval of 5 m at 14.35% U3O8. Dense accumulations of semi-massive to massive pitchblende mineralization encountered here. Hole AR-16-82c3 (60 m down-dip and NE of - 90c3),
Slide 16: A Brand New Discovery: Harpoon
A Brand New Discovery: Harpoon On August 11, 2016 NexGen announced Harpoon Discovery 4.7km NE of Arrow and 1km NE of Bow Most significant new discovery made in SW Athabasca Basin since Arrow in February 2014 HP-16-08 intersected 17m continuous mineralization including 4.5m of off-scale with massive
Slide 17: Fertile Uranium Trend
Fertile Uranium Trend Arrow remains open in all directions and at depth. Recently hit high- grade in previously large undrilled portion of A1 shear as well as new mineralization 180m to southwest of Arrow deposit. Already 3 new discoveries outside of Arrow in Harpoon, Bow and Cannon. Wide open ferti
Slide 18: Timeline
Timeline H1/2016 H2/2016 2017 30,000m winter Complete Spring Winter and summer drilling finished shoulder drilling drill campaigns --- --- --- Begin metallurgical, Large summer 2016 Ongoing baseline geotechnical, drill program and monitoring, hydrogeological continued metallurgical, testing environm
Slide 19: Local Prosperity Programs
Local Prosperity Programs NexGen is committed to the local residents and to Saskatchewan. Some of our programs include: Camp Quest: Mining Rocks Earth Science Program La Loche grade 4 field trips Camp dog fostering program Strict focus on the environment, community and safety. 19 nexgenenergy.com |
Slide 20: Summary
Summary NexGen is led by a team of highly experienced uranium professionals with People experience spanning exploration through to production. Arrow hosts an Inferred Mineral Resource estimate of 3.48Mt containing 201.9Mlbs U3O8 grading 2.68% U3O8 and is 100% land- Projects based. It remains open in
Slide 21: Contact Information
Contact Information For more information please visit: www.nexgenenergy.ca or contact: Travis McPherson – Corporate Development Manager Phone: +1.604.428.4112 Email: tmcpherson@nexgenenergy.ca 21 nexgenenergy.com | TSX-V: NXE |
Slide 22: Appendices
Appendices 22 nexgenenergy.com | TSX-V: NXE |
Slide 23: Capital Structure
Capital Structure Shares Issued 303,002,506 Fully Diluted 341,616,238 Cash ~C$90 million Insider Ownership 5% Shareholders CEF Holdings (Li Ka-shing) 1832 Asset Management Blackrock (UK) Rosseau Asset Management Segra Capital Management LLC CQS Management Ltd. Deans Knight Capital Management Corrien
Slide 24: Management
Management Name Experience Leigh Curyer - CEO Chartered Accountant with +20 years experience and ex-CFO of Southern Cross Resources (now Uranium One) Managed exploration, feasibility and permitting of Honeymoon Uranium Project in South Australia Ex-Head Corporate Development at Accord Nuclear Resour
Slide 25: Board of Directors
Board of Directors Name Experience Christopher McFadden (Chairman) Lawyer with +20 years experience in exploration and mining Commercial General Manger for Rio Tinto Richard Patricio Lawyer with +15 years capital markets experience CEO and President of Mega Uranium and Pinetree Capital Trevor J. Thi
Slide 26: Why Uranium? Greenhouse Gas Emissions
Why Uranium? 0 Greenhouse Gas Emissions 26 nexgenenergy.com | TSX-V: NXE |
Slide 27: Uranium - Demand
Uranium - Demand China represents the fastest growing demand for nuclear anywhere in World in three decades. China has 26 reactors operating, 25 under construction, 43 planned and 136 proposed versus the current global reactor fleet of 394. China is doubling nuclear electricity output within 4 years
Slide 28: Uranium - Supply
Uranium - Supply 90% of global mine supply under severe technical or sovereign risk. Saskatchewan ranked #2 best mining jurisdiction by Fraser Institute in 2015, but 2 of 3 operating mines under severe technical risk. High concentration of supply with top 10 mines accounting for +50% of annual urani
Slide 29: Uranium - Outlook
Uranium - Outlook Demand is expected to outpace total uranium supply by 2018 whereby nuclear utilities will have to either turn off reactors (challenging and expensive) or pay higher prices for nuclear feed. 29 nexgenenergy.com | TSX-V: NXE | World Nuclear Association, Raymond James Ltd.
Slide 30: End Notes
End Notes Technical Disclosure with higher grade samples being more dense than lower grade samples. Therefore, the uranium grade was used to estimate the density of each sample with a polynomial formula which is based on a regression fit. Densities were then interpolated into the block model to conv
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