Berkeley Energia Limited · ASX:BKY
Berkeley Energia — 121 Mining Investment Conference, Cape Town, February 2017
20 slides from Berkeley Energia's conference presentation, February 2017
Slide 1: Constructing the Salamanca uranium mine in Western Spain
Constructing the Salamanca uranium mine in Western Spain 121, Cape Town, February 2017
Slide 2: Pouring concrete at the bottom of the uranium price cycle
Slide 3: Global top 10 producer, 4.4Mlbs pa
GLOBAL TOP 10 PRODUCER 4.4Mlbs pa Source: Company reports, World Nuclear Association
Slide 4: Rare combination of low CAPEX & OPEX
Rare combination of low CAPEX & OPEX $100m & US$15/lb DFS post tax NPV8 US$532m IRR 60% Peak annual cashflow US$226m
Slide 5: EU funded infrastructure and low operating costs make the difference
EU funded infrastructure and low operating costs make the difference 5
Slide 6: Castilla y León pierde 24,533 habitantes
Castilla y Leén pierde 24,533 habitantes, la mayor caida del pais
Slide 7: Rejuvenation of a local community
Rejuvenation of a local community BERKELEY IS A GOOD NEIGHBOUR AND A COMMUNITY BUSINESS PARTNER Royalties paid directly to local municipalities Preference given to locals for jobs and training Priority for local businesses Support for culture, tourism and sporting development Free Wifi installed for
Slide 8: Annual exploration expenditure to maintain steady state production
Annual exploration expenditure to maintain steady state production Source: Berkley Energia Definitive Feasibility Study, July 2016
Slide 9: China is currently spending US$570 billion on nuclear
China is currently spending US$570 billion targeting 10% of its electricity generation from nuclear Source: Nuclear Power: A Growing Future’, The Economist, September 2016 Source: Company Reports, WNA, UxC, Dundee Capital Markets
Slide 10: China set to double nuclear capacity by 2020
China set to DOUBLE nuclear capacity by 2020 Source: BP Energy Outlook, 2017 Edition
Slide 11: Japan's nuclear restarts gather pace
Japan’s NUCLEAR RESTARTS gather pace Source: WNA, Country Profiles - Japan
Slide 12: US and EU utility coverage will fall to around 20%
Over five year period both US and EU utility coverage will fall to around 20% of annual requirements EU US Source: Trade Tech, ‘The EU Nuclear Fuel Market’, July 2016
Slide 13: Constructing the OECD's largest uranium mine
Constructing the OECD’s largest uranium mine Source: WNA, “Harmony - The role of nuclear energy meeting electricity needs in the 2 degree scenario’, September 2016
Slide 14: Is Trump making uranium great again?
Is Trump making uranium great again? February 2017 TEPCOdeclaresCAMECOforcemajure January 2017 PerryselectedasU.S.EnergySecretary DEMAND January 2017 6MlbsU.S.utilitycontractouttotender November 2016 11MlbsKoreanutilitycontractouttotender SUPPLY April 2016 SmithRanch-Highland/CrowButteproduction cut
Slide 15: Equity raised from London's blue chip institutions
Equity raised from London’s blue chip institutions
Slide 16: Berkeley Energia nominated for IR Team of the Year
Berkeley Energia nominated for “IR Team of the Year” 16
Slide 17: UK generalist institutions have driven the share price
UK generalist institutions have driven the share price Source: Bloomberg 17
Slide 18: Contact
Contact Katie Ryall on [email protected] for more information BKY:LON BKY:ASX LONDON SALAMANCA PERTH Unit 1C, Princes House Salamanca Level 9, BGC Centre 38 Jermyn Street Carretera SA-322, Km 30 28 The Esplanade London SW1Y 6DN 37495 Retortillo Perth WA 6000 Phone: +44 207 478 3900 Salamanca,
Slide 19: Global Mineral Resource Estimates
Global Mineral Resource Estimates at a cut-off grade of 200 ppm U3O8 July 2016 Deposit name Resource category Tonnes (Mt) U3O8 (ppm) U3O8 (Mlbs) Retortillo Measured 4.1 498 4.5 Indicated 11.3 395 9.8 Inferred 0.2 368 0.2 Total 15.6 422 14.5 Zona 7 Measured 5.2 674 7.8 Inferred 6.0 364 4.8 Total 21.7
Slide 20: Important notices
Important notices Forward Looking Statements: This announcement may include forward-looking statements. These forward-looking statements are based on Berkeley Energia Limited’s (Berkley) expectations and beliefs concerning future events. Forward looking statements are necessarily subject to risks, u
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