NexGen Energy : Corporate Presentations (NXE CorpDeck March 2025)
NXE.TO
Securing the Energy Transition
Corporate Presentation
March 2025
We're changing the world of
nuclear energy, so nuclear can change the world.
The world is embracing nuclear energy as the linchpin to a carbon-free future. At the same time, geopolitical tensions are increasing pressure on the limited uranium supply necessary to make this future a reality.
NexGen is essential to meeting the
growing demand for uranium and delivering clean and secure energy solutions.
NexGen is positioned to emerge as a top 10 global mining company, commanding an expansive >190,000 hectare portfolio in Saskatchewan's southwest Athabasca Basin, Canada.
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NexGen Is:
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UR A NI UM ' S M OM E NT
Rising Demand…Fragile Supply
WNA Uranium Supply Demand (Upper Scenario)
D E M A N D
S U P P L Y
The uranium market is currently facing a ~50-60Mlb deficit and growing.
Demand for uranium is expected to rise
E M A N D200% by 2040
Creating a ~240Mlb annual deficit that will
continue to widen3 as growth is expected to triple by 20504.
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UR A NI UM ' S M OM E NT
Bifurcating Market Dynamics
~70% of Demand is from OECD Countries3 ~75% of supply is from state-sponsored entities4
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65 Nuclear Reactors Set for Completion by ~2030
NUCLEAR REACTORS WORLDWIDE: AN ADDITIONAL 70 GW BY THE END OF THE DECADE 23
=
Adds:
65
70 GW
Nuclear Reactors Under
Of Clean Baseload
Construction for the
Energy
Next Decade
1GW
Nuclear reactor, in average requires
~0.4 to 0.5Mlb of U3O8 annually 24
Rook I Annual Production
~30Mlbs
Year 1- 5 Avg
Equals Powering:
60-75
1GW nuclear reactors 24
B E N E F I T S
Eno ugh carbon - free energy to power up to
46 million homes 7
That's approximately
1/3 of the homes in the U.S.
By comparison, Tesla produced ~1.8 million cars in 2023
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At A Glance
Robust
C$6.32B NPV
C$1,932M FCF
Economics
8% discount, after-tax
Years 1 - 5, after-tax
@ US$95/lb.
High Grade
29.2Mlbs U3O8
256.7Mlbs M&I
Production
Year 1- 5 Avg Annual Production
@ 3.10% U3O8
Longevity
11.7 year
24 year
Initial Mine Life
Mill Permit
Quick Payback
C$2.2B Capex
45.2% IRR
12-month payback
8% discount, after-tax
*2024 CapEx Update using $95/lb. The above sensitivity based solely on price per lb. Does not include inferred resources or growth potential
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N E X G E N ' S R OO K I P R O J E C T
An Unrivaled Mining Deposit
M E A S U R E D R E S O U R C E S 6 :
2,183,000 Tonnes
4.35% Grade U3O8
209,600,000 lbs. U3O8 (contained)
I N D I C A T E D R E S O U R C E S 6 : 1,572,000 Tonnes
1.36% Grade U3O8
47,100,000 lbs. U3O8 (contained)
I N F E R R E D R E S O U R C E S 6 :
( n o t i n c l u d e d i n N P V )
4,399,000 Tonnes
0.83% Grade U3O8
80,700,000 lbs. U3O8 (contained)
DEPOSIT REMAINS OPEN
M&I Total: 256,700,000 lbs. U3O8
Over 65% of M&I at 15.9% U3O8
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Disclaimer
NexGen Energy Ltd. published this content on March 11, 2025, and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on March 11, 2025 at 15:34:04.953.