Bannerman Newsletter | NO 4 | AUGUST 2024

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The access road to the mine entrance as at July 2024.

Construction update

BANNERMAN ENERGY | AUG 2024

True value of Etango

Managing Director of BMRN, Werner Ewald (pictured right), was

invited to speak at the *CNNC Rössing Uranium 2023 Sustainability

and Performance Conference in June. The title of his presentation

was “Unlocking the value of Bannerman’s Etango deposit”. While

he impressed delegates with the resource size and the possibility of

expanding or extending the mine life, as well as the test work proving

that the deposit is well suited for heap leaching, he dwelled on the

‘true value’ of the project. These included a zero-incident safety record,

Bannerman being the first mining company to support any tourism-

related venture, and the company’s environmental remediation. Its Early

Learner Assistance programme, which has benefitted over 3 500 learners

across six regions of Namibia, is a particular source of pride.

*CNNC = China National Nuclear Corporation

built the access road and water pipeline, it makes

sense for them to continue with this work.

The second contract, to build the powerline

and install the associated electrical switchgear

necessary for the construction work on site,

will be awarded shortly. This will certainly be

awarded to a local contractor.

The third will be for the bulk earthworks

which include the heap leach pad, terracing

and the ripios disposal site. This contract has

been adjudicated and contract finalisation is in

progress.

Project update

oth new and existing investors have faith in

the Etango-8 Project, and have demonstrated

this by committing A$85 million to further

develop the project.

Funds raised from this two-tranche placement

of shares will go towards detailed design, early

works (including construction infrastructure,

earthworks and selected long-lead items), and

general working capital. These activities will

advance Etango to the Final Investment Decision

during the second half of 2024.

“We are excited by the support we have

received from investors, both for our project

and the way our company has steered this asset

in the rapidly strengthening uranium market.

Proceeds from this placement will enable us to

further progress our Etango-8 Project, following

positive outcomes from the recently announced

Front End Engineering and Design (FEED) and

Control Budget Estimates (CBE) processes,” says

Brandon Munro, Bannerman Energy’s Chairman.

Three follow-up contracts will be awarded.

The one, for extending the road network on

the site (from the entrance gate where the access

road ends to the various areas on the mine site),

will go to local contractor Namibbeton. As they

CONFIDENCE BOOST FOR NAMIBIAN ECONOMY

Benefits of heap leaching

Heap leaching is a low-cost process to recover precious metals, such as gold,

copper and uranium, from their primary resources (ores and minerals). It is an

effective and economical solution for the environment and produces only minor

emissions from furnaces. The cost of the heap leaching process is low, making

this process an attractive option from a financial standpoint.

True value is only achieved if we can do this work

safely, taking the environmental aspects into

account, and working closely with our community.

esides getting the Etango mine built, the project team has one

esides getting the Etango mine built, the project team has one

main goal: to derisk and simplify the future construction as much as

main goal: to derisk and simplify the future construction as much as

possible.

possible.

One way to achieve this is with front-end engineering and design (FEED), a

One way to achieve this is with front-end engineering and design (FEED), a

process that was completed in July. Dynamic simulation modelling, carried

process that was completed in July. Dynamic simulation modelling, carried

out by an independent industry expert, identified any issues with sizing or

out by an independent industry expert, identified any issues with sizing or

specifications of equipment that could impact on throughput targets.

specifications of equipment that could impact on throughput targets.

“This process is highly valuable as we move towards construction,” informs

“This process is highly valuable as we move towards construction,” informs

Gavin Chamberlain, CEO of Bannerman Energy. “Improved certainty of

Gavin Chamberlain, CEO of Bannerman Energy. “Improved certainty of

design related to the inter-relationship between selected mechanical

design related to the inter-relationship between selected mechanical

equipment can help shave cost estimates.”

equipment can help shave cost estimates.”

Technical changes were made, in particular, to the communition circuit

Technical changes were made, in particular, to the communition circuit

design (the crushing process), which is a crucial component to the

design (the crushing process), which is a crucial component to the

processing of ore for heap leach operations.

processing of ore for heap leach operations.

“We now also have a more detailed construction schedule, which supports

“We now also have a more detailed construction schedule, which supports

a shorter timeline between Final Investment Decision (FID) and the start of

a shorter timeline between Final Investment Decision (FID) and the start of

construction,” says Gavin. “This gives confidence that we can add further

construction,” says Gavin. “This gives confidence that we can add further

value through improved technical viability or reduced operating costs.”

value through improved technical viability or reduced operating costs.”

Etango’s Definitive Feasibility Study (DFS) was based on mid-2022 prices.

Etango’s Definitive Feasibility Study (DFS) was based on mid-2022 prices.

Remarkably, a Control Budget Estimates (CBE) process has shown that

Remarkably, a Control Budget Estimates (CBE) process has shown that

not much has changed. “The total pre-production capital estimate has

not much has changed. “The total pre-production capital estimate has

increased by 11.3%, which included incremental scope changes that have

increased by 11.3%, which included incremental scope changes that have

further derisked the project. Even more noteworthy, there was just a 2.6%

further derisked the project. Even more noteworthy, there was just a 2.6%

increase in forecast operating costs. This is an outstanding result that is

increase in forecast operating costs. This is an outstanding result that is

testament to the high quality of the DFS,” informs Gavin.

testament to the high quality of the DFS,” informs Gavin.

2.6%

Increase in forecast operating costs

The value of project-readiness

Through the FEED process, any issues with equipment can be sorted

out before the mine is built. By being ready for construction, any

time lost between the final investment decision (FID) and full-scale

production of uranium by 2027 is minimised.

FEEDING CERTAINTY,

GROWING

CONFIDENCE

Support received from investors to further develop

the Etango-8 Project, including earthworks,

procurement and manufacturing of long-lead items,

product marketing and project financing.

A$85 million

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