Bannerman Newsletter | NO 4 | AUGUST 2024

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

Construction update

BANNERMAN ENERGY | AUG 2024

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