Armz uranium holding expanding global presence
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ARMZ Uranium Holding : Expanding Global Presence. World nuclear renaissance . Today. World NPP’s construction plans dynamics, pcs. . 440 operating Nuclear Power Reactors with a installed capacity of 376 GWe . 55 new NPPs under construction worldwide .

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Armz uranium holding expanding global presence

ARMZ Uranium Holding: Expanding Global Presence


World nuclear renaissance

World nuclear renaissance

Today

World NPP’s construction plans dynamics, pcs.

  • 440 operating Nuclear Power Reactors with a installed capacity of 376 GWe.

  • 55 new NPPsunder constructionworldwide.

  • The total number of NPPs under construction, planned / proposed increased from 250 to 551 units over the past 3.5 years.

551

250

Proposed

Planned

In a 20 years:

Under construction

  • 88 % growth of operating NPPs worldwide.

  • 119% growth of total installed nuclear capacity.

  • Most active nuclear industry development - in China and India.

  • 2,5-fold grow of installed NPP’s capacity in Russia.

NPP’s construction, pcs.

Others

USA

Russia

France

S. Korea

  • Global financial crunch had no impact on NPPs plants construction. It gave impetus to nuclear energy development, confirming its reliability, efficiency and profitability.Today the Nuclear Renaissance is a reality.

Japan

India

China

2010

Source: WNA


Rosatom global leader in nuclear industry

Rosatom — Global Leader in Nuclear Industry

  • ARMZ, Uranium mining

  • Uranium mining and supply

  • World’s №5 in uranium production

  • Electricity generation

  • World’s №2 in installed capacity (23.2GW)

  • Operates 32 reactor cores across10 power stations

  • Further 7 power stations in construction

Rosatom

Is a fully diversified corporation,

with operations ranging fromuranium mining to NPP construction,power generation, and sales

NPP construction

Holds 16% market share in termsof nuclear power plant construction worldwide

  • Uranium conversion and enrichment

  • 40% of world’s uranium enrichment capacity

  • Enrichment and supply of uranium to the US, Europe, Asia, and other countries

  • NPP’s Engineering and equipment supply

  • Supplies equipment and services to the power generation and Oil & Gas sectors

  • Supplies equipment to over 20 countries

  • Nuclear fuel fabrication and supply

  • Supplies NPPs in Russia and 76 other NPPs across 14 countries (17% market share)

  • Annual export volume in excess of $1bn

3


Rosatom s strategy and primary focus npp construction abroad

Rosatom’s Strategy and Primary Focus —NPP Construction Abroad

Rosatom holds 16% current market share in NPP construction worldwide

Active units worldwide

ROSATOM

3rd worldwide

by active units

Source: Company reports

Rosatom’s global development strategy suggests reliable and long-term uranium supplies. Thus, ARMZ’s strategy aimed at diversification of its assets by low risk and long-term uranium projects.


Uranium production capabilities to 2030

Uranium production capabilities to 2030

tU

Uncovereddemand -

«window of opportunities»

production

  • Stages of the uranium industry development

  • 2010- 2020 - reactordemand covered by uranium production

  • after 2020 - uranium production shortage

  • after 2025 – decrease of uranium production and production capacity shortage (decommissioning of some mines due to U resources depletion)

WNA,2009,

reference


World uranium production at a glance

World uranium production at a glance

World uranium production in 2004-2010, tU

Companies – leaders of U production in 2010, tU

54000

50305

43648

40251

41557

41102

39357

U production growth rate in 2010, %

  • World uranium production in 2010 reached 53,4 thou tU. (ARMZ preliminary estimation)

  • Production growth rate in 2010 amounted to 6%, and is lower than 2009 production rate, which amounted to 15%.

  • Kazakhstan significantly increased uranium production in 2010, whereas Australia, Canada, Namibia slightly decreased uranium output.

  • ARMZ – U1 alliance holds third place in 2010 global uranium production after Kazatomprom and Cameco.

  • As for U production growth rating, ARMZ – U1 alliance holds second place among largest uranium producers.


Armz uranium one established and reputable partnership

ARMZ & Uranium One: established and reputable partnership

Uranium One price of shares, CAD

Synergy and value creation through organic growth and further M&A deals

Dec, 2010

Second U1 deal expected to close

2008

2009

2010

2011

Jun 08, 2010

Dec 15, 2009

Second U1 deal announced

Jun 14, 2009

Jul, 2008

First U1 Deal Closed

ARMZ’s existing stake highlights its commitment to Uranium One as a long-term strategic partner.

Start of negotiations

First U1 deal announced


Why uranium one

Why Uranium One?

Significant growth prospectives

Widest diversification of assets (projects on 3 continents: America, Asia and Australia)

Best in class assets with lowest cash

cost (Kazakhstan)

Best in class management (bringing mines into operation, significant experience in M&A)

Highest standards

of corporate

governance

Track record and high profile among the sector’s public companies

  • Uranium One is the best opportunity to implement ARMZ diversification strategy and the platform for ARMZ growth


Armz projects pipeline

ARMZ projects pipeline

Construction

Exploration / Perspective

Designing / Exploration

ARMZ strategy — through diversification to world’s leadership

Karatau

Akdala

S.Inkai

Honeymoon

US ISL

N.Kharasan

U1

U1

Production

Akbastau

Zarechnoe

Mongolia

Armenia

Namibia

Priargunsky

Dalur

Elkon

Gornoe

Olovskaya

Lunnoe

Khiagda

U1

Источник: АРМЗ


Armz u1 alliance potential

ARMZ – U1 alliance potential

2015 Uranium Production, th. t. U*

  • ARMZ — Uranium One will be one of the leading global uranium producer. It preliminary ranks second in production volume by 2015.

  • Further U resources strengthening, especially in the lowest cash cost category.

  • Synergy in combining production facilities in Kazakhstan and political risks minimization.

  • Rosatom guarantees U demand and access to new markets.

  • The increase in market capitalization and the ability to attract investment, using all the market mechanisms.

  • Excellent potential for further ARMZ – Uranium One growth.

* on attributable basis

Key market players’ reserves

with cash cost less 80$/kg , th. t. U*

* on attributable basis

  • Deal with the Uranium One is the first and most important step in ARMZ strategy

Source: UxC data, ARMZ evaluation


Armz new m a target mantra resources

ARMZ New M&A Target - Mantra Resources

Handa

Bahi North

TANZANIA

Mkuju River

Regional Karoo Targets

MOZAMBIQUE

Mbamba Bay

ZVP Mozambique

Assets Overview

Project Geography

  • Sandstone-hosted deposit located within the Karoo sediments

  • Multiple stacked mineralized horizons of variable thickness at shallow depths (i.e. less than 100 m)

  • Relatively low technical risk based on preliminary scoping study and metallurgical work

  • No drilling and blasting required

  • Government has been very supportive of the mining industry

AssetQuality

ExplorationUpside

  • Significant resource increase potential within existing licenses

  • Nyota Prospect only covers 100 km2 of 3,250 km2 land package

  • 100 km2 of airborne radiometric anomalies detected

  • Higher grade mineralization has been observed at surface in outcrops and trenches

PFS results overview

  • The flagship Mantra’s Mkuju River project (Tanzania) is low cost, near term production, significant potential to

  • increase resources and life of mine.


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