Omasa #8 | DECEMBER 2025

News from the People Powering a Cleaner Future

DECEMBER 2025

08

Global good news 4

for uranium

Pleasing 6

progress

AI’s impact on uranium 12

demand

Bannerman Mining Resources Namibia (BMRN) celebrates the achievement of 16 years LTI-free with all the contractors onsite.

SWEET 16

A goal that’s a gift

procedures, and a proactive approach to

hazard identification that every one of the

team has and continues to demonstrate every

single day.”

For Mathew Alfeus, Health, Safety & Radiation

Superintendent, this achievement means:

• 16 years of employees going home safely

to their families every day.

• A culture where safety is everyone’s

responsibility, not just a policy written in a

handbook.

“Every safety briefing attended, every

moment taken to assess the risks of the job

to be performed and every piece of Personal

Protective Equipment worn correctly has

played a part in keeping the team safe,” he

confirms.

Werner Ewald added: “While we celebrate

this major achievement, we must also use it

as motivation to keep the momentum going.

Let’s maintain this focus and strive for the

next milestone together.”

The Etango Project is projected to be in

operation in the second half of 2028.

Sweet 16, a goal that’s a gift continued

on page 2...

hen Bannerman Energy says that

nothing is more important than the

health and safety of its people, it lives this

core value. On October 7, 2025 the Etango

Project in Nambia achieved the exceptional

goal of 16 consecutive years without a Lost-

Time Injury (LTI).

This is a phenomenal milestone that speaks

volumes about the company’s collective

commitment to safety. According to

Bannerman Mining Resources Namibia’s

(BMRN) Managing Director, Werner Ewald:

“A LTI-free record of this duration isn’t a

matter of luck; it’s a direct result of the

continuous vigilance, adherence to

BANNERMAN ENERGY

Safety is not the only achievement

that the Etango Project team is

proud of.

It also recently released the Summary

Environment and Social Impact Assessment

(ESIA) report, which provides an overview

of studies, engagement, approvals and

plans for the development of the Etango

Mine.

The full report is a handy resource to

understand what the Etango Project is

all about. It consolidates the approved

assessments and outlines the project’s

management and planning framework.

Find it on the Bannerman Energy

website: https://bannermanenergy.com/

sustainability/.

Any queries can be directed to

info@bmnenergy.com.

The BMRN team members wear their 16 years LTI-free custom jackets with pride.

Sweet 16, a goal thats a gift continued...

Project overview

“Safety is a continuous effort, and our

vision remains the same: to ensure

everyone gets home healthy and

safe, every single day.”

- Werner Ewald, MD of BMRN

EXPLORE MORE ABOUT

OUR FLAGSHIP PROJECT

BMRN received its award for the 2025 Inter-Mine Safety Competition at the Mining

Expo, where it was the Category 2 winner (Developmental Projects_Exploration

projects).

Matjiua Hengua, BMRN Senior Stakeholder Relations Advisor, helps school students

enter the Bannerman stand competition. The stand, which was awarded the Best

Stand award for the second year in a row, was manned by an enthusiastic team.

A proud winner of the crossword competition that

kept visitors engaged at the Bannerman stand.

Werner Ewald chats to school students about Bannerman and the Etango Project.

Mining update

to the President, he noted that the mining

sector achieved a national record exploration

expenditure of N$1.23 billion in 2024. Uranium

and gold were identified as the key sub-sectors

driving the growth.

The three-day event witnessed a remarkable

growth in the stature and reach – drawing local

and international support and cementing the

event as an important national platform for

dialogue, investment and innovation in the

mining sector.

BMRN’s MD, Werner Ewald presented on

Etango’s contribution to local economic

growth, which highlighted BMRN’s spend to

date of N$73.7 million in the Erongo region

alone on on-site construction contracts.

Spend commitment for the rest of Namibia

has amounted to N$342.3, and with the local

construction contracts awarded recently (worth

N$213 million) this brings the total N$629

million. These amounts exclude taxes.

Together, these figures highlight the billions

spent before a pound of uranium has been

mined.

elegates to the 2024 Namibian Mining

Expo & Conference were left hungry for

more. In 2025, that hunger was satisfied as the

event boasted 198 exhibitors and featured 335

exhibition booths – the largest in its history.

Responding to the Namibian President, HE

Netumbo Nandi Ndaitwah’s call for job creation,

the 12th edition of the Mining Expo’s theme was

Mining for Namibia’s Future: Job Creation, Local

Empowerment and Economic Transformation.

In the opening address delivered by Carlo

Lord Muhamed McLeod, Special Advisor

MINING EXPO WITNESSES DIALOGUE,

INVESTMENT AND INNOVATION

Global developments

BANNERMAN ENERGY | DEC 2025

TRIPLING NUCLEAR CAPACITY IS JUST THE START

There is not enough uranium supply to meet demand from existing nuclear reactors and the increasing demand for

nuclear energy from Artificial Intelligence data centres. Two global events share their findings.

Bannerman Executive Chairman, Brandon Munro,

gave a presentation on the Stage Gate Execution of

the Etango Uranium Project.

Bannerman’s Investor Relations Manager, Emma Culver (far right), moderated a panel of Equity Investors.

World Nuclear Association

Symposium

London, United Kingdom

3-5 September 2025

ripling nuclear capacity by 2050 is the

minimum requirement, with surging electricity

demand from data centres underscoring the

urgency.

This was a recurring theme at the World Nuclear

Association (WNA) Symposium, with delegates

confirming that global expansion plans are

already under way across multiple regions.

The WNA Symposium gathered over 1 100

leaders from the nuclear, finance, technology,

and energy sectors to address priorities for

the industry’s future. In addition to tripling

global nuclear capacity, discussions centred

around expanding fuel and uranium supply,

supporting newcomer countries, advancing

Small Modular Reactors, and mobilising climate

finance. Key themes included the need for

regulatory alignment in emerging applications

such as maritime, clearer risk allocation to

unlock financing, and partnerships extending to

technology and industrial users.

Extending the life of existing reactors was

identified as foundational, with AI and digital tools

enabling operation beyond 80 years. Workforce

development and strong community engagement

were recognised as central to building resilient

programmes.

The event closed with a call for decisive action,

partnership, and confidence that today’s progress

will shape nuclear’s role for decades to come.

Bannerman was represented by Olga Skorlyakova

– Vice President, Market Strategy; Gavin

Chamberlain – CEO, and Brandon Munro –

Executive Chairman.

Global Uranium

Conference

Adelaide, Australia

21-22 October 2025

The immense power needs of Artificial

Intelligence (AI) data centres are seeing the

world’s largest technology companies acting

as energy leaders. This was a key observation

at the Global Uranium Conference. Due to the

widening gap between uranium demand and

production, all the uranium in the world is going

to be needed to fill the gap. The conference

saw its largest crowd – a blend of uranium

companies, financial analysts, investors, industry

experts and government ministers.

Bannerman Executive Chairman, Brandon Munro,

shared the Etango Project’s strategy on building

the project and how the stage gate process

is being executed. Emma Culver, Investor

Relations Manager, moderated a panel of Equity

Investors in Australia who provide research to

investors on uranium companies. The discussion

centered around how investors view uranium as

a commodity, how they evaluate current supply

and demand balance, how investor perspectives

are shifting around the world, and what they see

are the biggest risks in the next 3-5 years.

FIRST

AGREEMENTS

IN PLACE

efore the Etango Mine starts producing by the second half

of 2028, it will already have confirmed agreements to deliver

uranium to two Tier-1 North American generation companies.

The combined contracted volume under both agreements is

around 1 million pounds spread across a five-year term (from

2029–2033).

According to Olga Skorlyakova – Vice President, Market

Strategy: “We aim to progressively build a diversified contract

book, targeting a balanced portfolio of long-term agreements

alongside the option to participate in the spot market once the

mine starts producing.”

She confirms that these inaugural agreements are intentionally

modest in scale, designed to establish relationships with Tier-1

utilities and provide a foundation for progressively layering

additional contracts over time.

Tier-1 generation companies are regarded as large, financially

stable, and highly reputable firms in the power industry.

While laying the basis for the future Etango Mine, Bannerman Energy

has already secured agreements for its uranium. Pictured is the heap

leach pad area that has been set out, enabling excavation to commence.

Global developments

s 2025 draws to an end, Bannerman Energy and its onsite team at

the Etango Project, look back on a productive year.

Construction early works activities are in line with budget and on

schedule, with key contracts to Namibian contractors at an advanced

stage.

Bannerman Chief Executive Officer, Gavin Chamberlain, commends the

teams’ focus on tight contract and activity controls. “A highlight for the

project team was the completion of the Factory Acceptance Testing for

the High-Pressure Grinding Rolls (HPGR) tertiary crusher in October in

Germany.

The contract for the manufacturing of this key piece of equipment has

been well managed by Wood and the quality of final construction was at

the expected highest level,” he says.

Project update

ON BUDGET,

ON SCHEDULE,

ON FORM

Key members of the Bannerman team travelled to the Köppern factory in Hattingen,

Germany for Factory Acceptance Testing of the HPRG tertiary crusher. It is on its way

to site.

PROGRESS ALL-ROUND

Construction power: The contract for building the

construction power facilities has been completed

and the 33kV reticulation has been commissioned.

The first three mini sub-stations have been

installed and commissioned. The site is now on

live power, supplied by Erongo Red, the regional

electricity distributor.

Bulk earthworks: Execution of this key 24-month

contract (awarded in August 2024) is 42%

complete and continues to advance according to

schedule. The construction of the heap leach pad

is advancing well and the excavation of process

solution ponds has started.

Construction water: The final pressure testing of

the site water network has been completed, and

supply of water is now available at all construction

laydown areas.

Permanent water: The contract for the installation

of Phase 1 of the permanent water line has

been placed with local Namibia contractor, AN

Construction, and work has commenced.

Off-site infrastructure and utilities supply: Long-

term supply contracts with the Namibian utilities

are progressing on schedule.

Water: The infrastructure development agreement

for the water pipeline from the NamWater base

station to the Etango Mine has been agreed and

signed. The water supply agreement is expected

to be finalised in the coming months.

Power: A supply agreement has been signed.

NamPower has appointed a project manager

and will start with design and construction of an

additional feeder bay at the Kuiseb substation.

Acid: On 25 June 2025 Bannerman received

the Environmental Clearance Certificate for the

acid storage and handling facility. The local

Namibian consultant (Windhoek Consulting

Engineers) for the detailed design and

construction supervision has been appointed,

and on-site geotechnical and survey activities

started in October 2025.

Detailed design: Detailed engineering is

advancing steadily under the leadership of

Wood Group PLC (Wood), in collaboration with

Bannerman’s Namibian owner’s team, using

certified vendor drawings obtained prior to

finalising equipment orders. Progress now

extends across both the dry and wet plants, with

design and procurement activities in line with

the Etango Project schedule.

BANNERMAN ENERGY | DEC 2025

Widening of the C28 intersection entrance area is complete, improving safety as

vehicles enter the site access road.

Site access road: The Etango site access road, including upgrading the C28

intersection, is complete. The main access parking areas and pedestrian walkways

are being finalised.

WHO’S COUNTING?

WE ARE!

42% complete

Bulk earthworks

86% complete

Detailed engineering on the Dry Plant

22% complete

Detailed engineering of the Wet Plant

The first concrete pour at the primary crusher site has

been completed. Approximately 500m3 was poured at

an average flow rate of 40m3 per hour.

Local Namibian contractor, Tulela Mining & Construction, establishing onsite ahead

of commencing the heap leach drainage material blasting.

Heap leach pad drainage: The phase 1 and 2 contracts for blasting of heap leach

drainage material have been placed with local Namibian contractor, Tulela Mining &

Construction (Pty) Ltd. The first blast of rock material took place on 26 September 2025.

0%

50%

100%

0%

50%

100%

0%

50%

100%

Phase 1 concrete contract:

The Phase 1 concrete contract has been placed with K

Neumayer Civil Contractors (Pty) Ltd, a local Namibian

contractor. This is for the construction of the primary

crusher structure.

Concrete contract will see the workforce on

site increase from 120 to around 400 people

in early 2026

400

people on site

LTI-free, reflecting a culture where safety

is everyone’s responsibility

16

years

BANNERMAN ENERGY | DEC 2025

People at work

MEET OUR

NEW

OPERATING

ASSET

technology development. His career is marked

by a consistent record of high performance and

leadership, underscoring his commitment to

excellence and continuous improvement.

For the past decade, Danie served as Head of

Projects and Technology Development and as an

Exco member at Debmarine Namibia. In this role,

he was instrumental in delivering major projects

and integrating innovative technologies, helping

to establish Debmarine Namibia as a global

leader in marine diamond extraction.

Danie holds a Bachelor’s degree in Engineering

he team at Bannerman Mining Resources

Namibia (BMRN) has welcomed a new

member whose passion for outdoor adventures

and endurance sports reflects his commitment

to growth and challenging the status quo. These

are principles Danie van Aswegen aims to bring

with him into this exciting new chapter. Danie has

been appointed to the newly-created position of

Chief Operating Officer at BMRN.

With more than 25 years of experience in

the mining industry, Danie has developed

a comprehensive skillset spanning mining,

engineering, project management, and

and a Master’s degree in Project Management.

He is known for fostering a positive

organisational culture, and inspiring those

around him to achieve new heights.

“I’m thrilled to be joining the Bannerman

team at such a pivotal time, with the unique

opportunity to help build a new mine from the

ground up and guide it towards production,”

he says. “I see this as more than a project; it is

an opportunity to help build something from

scratch, to shape its success, and to leave a

lasting legacy. This is something that deeply

resonates with me.”

Danie van Aswegen is a dedicated family man, married to Nantie (right) and the proud father of two daughters, Nika and Carli.

His love for outdoor adventures and endurance sports presents opportunities to push his limits.

The Etango Project site is abuzz

with progress and people. Early

works on the project show how

our contractors are supporting

employment.

KEY CONTRACTS ADVANCE ETANGO – AND LOCAL EMPLOYMENT

Work on site

Contractor

People on site (Number)

Bulk earthworks

Namibbeton

92

HL drainage aggregate

Tulela Mining & Construction

28

Concrete phase 1

K Neumayer (civils)

End of 2025: 160

Early-2026: 400

Permanent water phase 1

AN Construction

46

STRONGER, SAFER, TOGETHER

periods in the sun and sometimes during cold

and misty weather conditions. BMRN donated

10 wooden seating benches with back support

to Tamariskia to help seat the increased number

of patients attending the clinic. These benches

were locally procured to intentionally support

Namibian small businesses.

When another fire caused havoc in the town

of Swakopmund in August, and shack fires left

numerous families homeless and in need of

basics, BMRN once again stepped in to help.

The company donated blankets, bags of mielie

hen local doctors and municipalities asked

BMRN to help with the fallout of a spate of

devastating fires in Swakopmund this year, the

company jumped into action. A fire incident at

the Mondesa Clinic in early February 2025 led

to its indefinite closure, which overwhelmed the

alternative clinic – Tamariskia Community Clinic –

with an increase in patients. The Mondesa clinic

received around 500 patients daily before its

closure.

Patients already frail or fragile, elderly or

expectant, stood in long queues for extended

meal and some toiletries to the Swakopmund

municipality to help those who were temporarily

accommodated at the Tamariskia Town Hall and

municipal bungalows.

One of Bannerman’s core values is “Proactivity”

and the company’s Health and Safety department

also provided fire safety training to students at

Mondesa Youth Opportunities (MYO). According

to Senior Stakeholder Relations Advisor, Matjiua

Hengua: “If the young are educated around fire

safety, we will hopefully see a reduction in fire

incidents”.

Community engagement

This is a summary of a contribution by Gitta Paetzold and Ndinelao Shikemeni.

to highlight this broad influence, showcasing

how tourism businesses contribute not only to

jobs and revenue, but also to social investment,

education, and environmental protection.

Tourism plays a vital role in community

development and the preservation of Namibia’s

unique natural heritage. HAN emphasises that

sustainable tourism is everyone’s responsibility

— a shared commitment to protect our

espite often being reduced to “restaurants

and accommodation”, tourism’s real

impact on Namibia’s economy and well-being

stretches far wider. It touches aviation, transport,

conservation, education, and communication —

influencing livelihoods and communities across

the country.

Through its Why Tourism Matters campaign, the

Hospitality Association of Namibia (HAN) aims

environment and ensure long-term prosperity

for all Namibians. HAN advocates for quality

over quantity in tourism growth, prioritising

meaningful, sustainable experiences that benefit

people and the planet. Its partnership with

Venture Media on the Telling Stories that Matter

initiative invites members to share their unique

local stories, celebrating the small details that

make Namibia’s tourism offering truly special.

Recognising Namibia’s True Economic Powerhouse

WHY TOURISM MATTERS

Why will Artificial Intelligence (AI) redefine the

global energy landscape? Read our article on

page 12 for some clues.

THE IMPACT OF AI

10

BANNERMAN ENERGY

Competition

RULES:

Both the challenge and competition are open

to all Bannerman employees, contractors and

stakeholders. The judges’ decision is final.

Employee profile

Main responsibilities: My function acts

as the expert and monitor, ensuring the

company maintains a secure, healthy,

and compliant working environment for

everyone.

How long have you been working at

the Etango Project: 10 months.

What excites you about the Etango

Project: Being involved in the project

from the early construction stage,

and looking forward to joining the

production team.

Avehe Kavita correctly named the two countries

that will drive the greatest demand for uranium to

fuel their nuclear fleets: America and China.

Ruusa Kambonde says she is “motivated by

growth, self-worth, and the pursuit of a life that

reflects my power, elegance, and joy”. She sees

every challenge as “a testament to my strength,

every achievement adds to my legacy, and every

choice I make is a step toward the abundant, free

life I deserve.” Avehe and Ruusa both win A$100

for participating.

OUR NEWEST WINNERS

HOW TO ENTER THE

COMPETITION AND THE

CHALLENGE

Send your answer to

newsletters@bmnenergy.com

Don’t forget to include your full name, position

and contact details.

The winners will each receive a

A$100 PRIZE.

The closing date for both the competition and

the challenge (on the opposite page) is

12 JANUARY 2026.

FACE TO FACE WITH...

MATHEW

ALFEUS

Health, Safety & Radiation

Superintendent

SILVER

FOR SONG

melda Naobes, Office Administrator at

Bannerman Mining Resources Namibia,

recently returned from Mauritius with

silverware and soulful memories.

The all-female chamber choir she sings

with, Cgals, participated in the African

Asia Pacific Choir Games & Grand Prix

of Nations 2025 and achieved silver

medals in both categories they entered:

Musica Sacra (Sacred music) and Pop &

Jazz.

“It was such an amazing experience,”

she says, with visits to the Botanical

Gardens, Aaspravasi Ghat Heritage Site,

Penny Museum, and Citadel Fort adding

to the experience. The glass-bottomed

boat ride was clearly a highlight!

MYO learners also participated in our challenge.

Read what motivates them as they share their

inspiring essays.

https://youtu.be/5lTVFkSe310]

READ HERE

Challenge

As we close out the year, we invite you to take

part in our Year-End Reflection Challenge.

What were you grateful for or proud of this past

year, and what personal or professional goal

are you setting for 2026? It’s a chance to pause,

celebrate the moments that mattered, and look

ahead with purpose.

11

WHAT IS YOUR

YEAR-END INSIGHT?

OCTOBER

• Olga Skorlyakova, Vice President

Market Strategy

• Tricia Kingston, Principal Accountant

•• Felicity Gooding, Non-Executive Director

••• Liezl Maritz, Environmental Superintendent

••• Hartmut Dichtl

••• Karen Emvula

••• Lauren Rutz, Janitor

NOVEMBER

••• Twapewa Kadhikwa, Chairperson

• Cindy Fraser, Commercial Manager

••• Mike Leech, Non-Executive Director

•• Clive Jones, Non-Executive Director

••• Immanuel Shillula, Plant Operator

••• Petrus Shillula, Plant Operator

DECEMBER

••• Morag Gaze, Financial Accountant

• Jeff Pipe, Project Director

••• Matjiua Hengua, Senior Stakeholder

Relations Advisor

LOOK WHO’S BLOWING

OUT CANDLES

LEGEND

• Bannerman Energy Ltd (Australia)

•• Bannerman Energy board members

••• Bannerman Mining Resources Namibia

One thing that surprised you about your

current role: The importance of consistency

in service delivery. I sometimes struggle,

but I have a supportive team that works well

together to carry one another when tasks

become overwhelming.

Marital status: Single.

Children: I have a dog (male).

Favourite food: Lamb chops (yummy!).

Where is your ‘happy place’? Being around

family gives me so much peace.

Last song you listened to: The Vow by Timi

Dakolo.

What are you currently binge-watching –

or reading: A book called Acceptance and

Commitment Therapy (ACT).

Any podcasts to recommend: Nah, I’ll pass!

Best way to relax: Travel to new places,

explore, and be adventurous.

Pet peeve: Poor driving etiquette – drivers

Imelda’s love of plants was nurtured by a visit to

the Sir Seewoosagur Ramgoolam Botanic Garden,

commonly known as the Pamplemousses Botanic

Garden.

Imelda (right) performs with the Cgals Chamber

Choir at the African Asia Pacific Choir Games &

Grand Prix of Nations where they won two silver

medals.

who don’t use their turn signals or those

who drive unnecessarily slow in the

passing lane.

One thing about yourself that few

people know: I do not enjoy speaking in

front of large groups; unfortunately, my

role often requires it.

Person who inspires you and why: My

sisters, they are my pillar of strength, and

they would vouch for me at any given time.

One thing on your bucket list: Marriage.

Omasa

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We want to hear from you!

Omasa

Omasa intends to keep you informed about progress on the Etango Uranium

intends to keep you informed about progress on the Etango Uranium

Project, its people and its activities. What else would you like to read more

Project, its people and its activities. What else would you like to read more

about? Send your comments, compliments and suggestions to:

about? Send your comments, compliments and suggestions to:

Emma Culver: newsletters@bmnenergy.com.

BANNERMAN

MINING RESOURCES NAMIBIA

Editorial team: Gavin Chamberlain, Werner Ewald & Emma Culver

Gavin Chamberlain, Werner Ewald & Emma Culver

Production: Words’Worth

Words’Worth

12

BANNERMAN ENERGY | DEC 2025

Industry news

- Microsoft

“Reliable, carbon-free energy is

essential to powering AI data centres.”

- AWS

“Nuclear is an excellent source of

zero-carbon, 24/7 power.”

- Google

“Round-the-clock clean energy is

critical for long-term growth.”

These statements mark a turning point.

For the first time, the world’s largest technology

companies are acting as energy leaders, investing

both directly and through Power Purchase

Agreements in clean generation to secure the

electrons that power intelligence.

The convergence of technology, infrastructure

and energy is creating a new industrial ecosystem

defined not by extraction but by computation.

rtificial Intelligence (AI) is driving an

unprecedented surge in global power

demand.

As Graphics Processing Units, training clusters

and hyperscale data centres expand at record

speed, electricity grids everywhere are being re-

engineered in real time. Every nation now faces

the same challenge: how to deliver firm, clean

energy fast enough to fuel the next industrial

revolution.

What began as a discussion on uranium’s role

in low-carbon baseload generation has evolved

into a broader dialogue about how every clean-

energy source, from renewables to advanced

nuclear, must now work in concert to power

intelligence.

As AI accelerates, firm, clean, and low-cost

electrons are becoming as critical to global

competitiveness as compute itself. Technology

giants are investing accordingly:

Craig Scroggie, CEO of NextDC, a leading Australian data centre operator, gave a keynote address at the Global

Uranium Conference in Adelaide on the impact of AI. Here are the salient points.

AI REDEFINING GLOBAL ENERGY

Global technology leaders are mobilising

every clean-energy electron available to solve

the energy trilemma to power the future of

intelligence at speed at scale.

The energy transition is no longer an

environmental choice; it is an economic race.

The nations and companies that master the

balance between compute and clean power

will define the next century of progress.

The value of the US government deal with

Westinghouse to build new nuclear power

plants. This is a result of the demand of energy

required by the AI and big tech firms.

US$80

billion