Neo Energy Metals Plc · LSE:NEO
Neo Energy Metals — Investor Presentation (October 2025)
21 slides from Neo Energy Metals's investor presentation, October 2025
Slide 1: Positioned to be Africa's leading uranium producer
Positioned to be Africa’s leading uranium producer Investor Presentation | October 2025
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS IMPORTANT NOTICE You must read the following disclaimer before continuing. This disclaimer applies to the materials following this page (Document). You are advised to read this disclaimer carefully before reading or making any other use of the Document. By receiving this D
Slide 3: Overview
OVERVIEW Neo Energy Metals (LSE:NEO) is the only uranium mine developer and near-term uranium producer listed on the Main Market of the London Stock Exchange 124Mlb of uranium § +US$500 million replacement value for the shafts, winders, resources plant and associated mine and processing plant infras
Slide 4: Advanced Mines Near-Term Production Projects
ADVANCED MINES NEAR-TERM PRODUCTION PROJECTS BEISA URANIUM MINE BEISA NORTH AND SOUTH HENKRIES URANIUM MINE § 26.9Mlbs U3O8, 1.2Mozs gold § 90.4Mlbs U3O8, 4.2Mozs gold § 10Mlbs U3O8 JORC resource § Permitted underground mine § Adjoins Beisa Uranium-Gold § Shallow open pit mining § Refurbish and upgr
Slide 5: Sibanye-Stillwater – A Company Making Transaction
SIBANYE-STILLWATER – A COMPANY MAKING TRANSACTION Strategic relationship with a top-tier global mining company which allows for the rapid development and re-opening of the Beisa Uranium-Gold Mine § Sibanye-Stillwater cornerstones Neo’s uranium production strategy and growth in South Africa § Listed
Slide 6: South Africa – An Established Uranium Mining Centre
SOUTH AFRICA – AN ESTABLISHED URANIUM MINING CENTRE A globally positioned and internationally competitive uranium sector – over 88 years of continuous uranium production § Fully integrated industry from the mining of ore to the processing and export of yellow cake to the international markets § Key
Slide 7: Corporate and Capital Structure
CORPORATE AND CAPITAL STRUCTURE Neo Energy Metals is poised for a major re-rating following a number of transformational mine, infrastructure and uranium and gold resource acquisitions London Stock § Listed on the Main Market of the London Stock Exchange – currently suspended pending accounts Exchan
Slide 8: An Experienced Leadership Team
AN EXPERIENCED LEADERSHIP TEAM A management team with strong and proven credentials in African mine development, operations and investment Theo Botoulas (B.Eng. and M.Sc. in Mining Engineering) - Chief Executive Officer James Longley - Non-Executive Director § Based in South Africa, with over 40 yea
Slide 9: A Uranium Renaissance
A URANIUM RENAISSANCE Growing power demand is fuelling a nuclear renaissance and a drive to secure new strategic uranium supply § The demand for power is set to exponentially increase over the coming decade from increases in: Wh of power per Internet search request type § urbanisation, especially in
Slide 10: Uranium's Moment
URANIUMS MOMENT Robust market "Investment in nuclear power of dynamics EUR500 billion by 2050 will be needed if the EU’s goal of carbon neutrality is to One of the most be achieved." strategic Demand is set to increase dramatically and dwarf all known and planned primary and secondary supply of uran
Slide 11: Investment Case
INVESTMENT CASE Building a uranium titan in the heart of South Africa’s established uranium sector PRODUCTION FOCUSED LOW COST WORLD CLASS LOCATION § Mine infrastructure in place § Shallow UG and open pit § Operations fully permitted § World-class mineral resources § Cash costs of <US$35/lb § All ke
Slide 12: Beisa Uranium Mine, Beisa North and Beisa South Uranium Projects
BEISA URANIUM MINE BEISA NORTH AND BEISA SOUTH URANIUM PROJECTS Investor Presentation | October 2025 | 12
Slide 13: Consolidation of the Beisa Projects
CONSOLIDATION OF THE BEISA PROJECTS § Acquisition of the Beisa Uranium Mine and adjoining Beisa North and Beisa South Uranium Projects § Consolidates over 30km of strike length of the well-known uranium and gold bearing Beisa Reef § The Beisa Reef is the shallowest of all mineralisation in the Welko
Slide 14: The Bigger Beisa Uranium-Gold Picture
THE BIGGER BEISA URANIUM-GOLD PICTURE A multi-phased re-opening and development of the consolidated Beisa Uranium-Gold Projects § Acquisition of Beisa Uranium Mine and Beisa North and South Uranium Projects to be completed in Q4 2025 § South African Reserve Bank approval received and other regulator
Slide 15: A Proven Uranium and Gold Mining Operation
A PROVEN URANIUM AND GOLD MINING OPERATION § Operations commenced in the early 1980s’ and both uranium and gold were Established uranium produced from the Beatrix 4 Shaft Complex and adjoining processing facilities and gold mine § Placed on care and maintenance in December 2023 Strong operating § Th
Slide 16: Beisa Uranium Mine
BEISA URANIUM MINE 2024 Mineral Resource Statement SAMREC Code Mineral Resources Mt of Ore Grade Contained Metal Uranium Measured 3.6 1.1 kg/t 8.5 Mlbs Indicated 7.8 1.1 kg/t 18.3 Mlbs Total 11.4 1.1 kg/t 26.9 Mlbs Gold Measured 3.6 3.2 g/t 0.4 Moz's Indicated 7.8 3.3 g/t 0.8 Moz’s Total 11.4 3.3 g/
Slide 17: Re-commencing Uranium-Gold Mine Operations
RE-COMMENCING URANIUM-GOLD MINE OPERATIONS § Feasibility and development studies have confirmed the technical robustness, low-cost production potential, and favourable economics for a +20-year mining operation § "no fatal flaws in the technical aspects and that the construction timelines and the cap
Slide 18: Beisa North and Beisa South Uranium Projects
BEISA NORTH AND BEISA SOUTH URANIUM PROJECTS § One of the largest undeveloped uranium resources in South Africa § Adjoins the Beisa Uranium Mine to the north and south § Resources of 90Mlbs of uranium and 4.2Mozs of gold § Significant upside in exploration with large zones of high-grade uranium with
Slide 19: Henkries Uranium Mine
HENKRIES URANIUM MINE § An advanced, low-cost uranium project located in the Northern Cape § JORC compliant Mineral Resource at Henkries Central and Henkries North § Advanced through to a positive feasibility study by Anglo American plc § Conventional, shallow open pit mining of high-grade uranium r
Slide 20: Broker and Peer Company Valuations
BROKER AND PEER COMPANY VALUATIONS BROKER 1 PEER COMPARISON AND VALUATION § Risked- valuation of +US$200M § “uranium resource ratio” of § Major share price re-rating – 10 times uplift +US$1.10/ lb of ALL in situ uranium § Share price +6 pence resources for listed companies developing uranium project
Slide 21: Contacts
CONTACTS Theo Botoulas Chief Executive Officer Email: [email protected] Neo Energy Metals plc 27-28 Eastcastle Street London Twitter: @NeoEnergyMetals United Kingdom LinkedIn: Neo Energy Metals W1W 8DH Website: https://neoenergymetals.com/ Investor Presentation | October 2025 | 21
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