Omasa #9 | APRIL 2026

News from the People Powering a Cleaner Future

APRIL 2026

09

Meet our new partner 12

which translates to a 52.25% effective economic

interest in the project. The One Economy

Foundation will continue to hold its 5% loan-

carried shareholding.

Most importantly: Etango can now be

constructed debt-free.

“Building without project debt reduces financial

risk, gives us more flexibility, and strengthens our

ability to manage construction and ramp-up with

confidence,” says Bannerman Chief Executive

he Etango Uranium Project now has a

world-class strategic partner and a clear,

construction-funded pathway to bring Etango

into production. This is a landmark partnership

for Etango and a major step forward for Namibia.

Global nuclear group China National Nuclear

Corporation (CNNC) – through CNNC Overseas

Limited (CNOL) – will invest up to US$321.5

million for a 45% stake in the joint venture

company that owns 95% of Etango. Bannerman

Energy retains a 55% stake in the joint venture,

Wild site visitors 5

Officer, Gavin Chamberlain. “It also positions

Bannerman to remain meaningfully exposed to

future uranium price upside.”

Under the agreement, CNOL will purchase 60%

of Etango’s production on market-based terms,

while Bannerman will independently market the

remaining 40%.

This combination provides revenue certainty and

strategic flexibility – a balance that supports both

stability and growth.

Local Namibian contractor, Tulela Mining & Construction,

has made great progress with the blasting and crushing

of the heap leach drainage material.

READY TO

BUILD A MINE (DEBT-FREE)

Vision to victory 6

Investor update

BANNERMAN ENERGY | APRIL 2026

his partnership reinforces Namibia’s position as a leading global uranium

producer. CNNC already has a strong presence in the country through

its interests in established uranium mines, Rössing Uranium mine and the

Langer Heinrich mine. Its decision to invest in Etango sends a powerful

signal of international confidence in Namibia’s regulatory environment,

mineral potential and governance framework.

WHY THIS MATTERS

FOR NAMIBIA

or employees, this is a defining milestone. “After nearly two decades of

technical studies, optimisation and de-risking work, we have secured the

final key piece required to move toward development,” confirms Werner

Ewald, MD of Bannerman Mining Resources Namibia.

“This partnership doesn’t just fund a mine it validates the quality of our work

and the strength of our project,” says Werner.

“With continued engagement from Namibian government leaders

and strong stakeholder support, we are entering the next chapter of

Bannerman’s journey: positioning Etango as one of the next major

greenfield uranium projects globally to enter production.”

Amount that CNNC Overseas Limited (CNOL) will invest for a 42.75%

stake in the JV company that owns 95% of Etango. The US$321.5m

consists of a share subscription of US$294.5 and re-imbursement

of capital expenditure between 1 July 2025 and completion of the

transaction.

US$321.5 million

BREAKDOWN OF ETANGO

OWNERSHIP

Once operational, Etango will contribute to:

• Long-term job creation

• Skills development and technical transfer

• Increased export revenues

• Broader economic activity and infrastructure growth.

The company now has:

• Construction funding in place

• A Tier-1 offtake partner

• A globally respected technical collaborator

• A clear pathway to Final Investment Decision, when the

transaction is completed (around mid-2026).

Ready to build a mine (debt-free) continued...

WHAT IT MEANS

FOR BANNERMAN

Key highlights

CNOL

42.75%

One Economy Foundation

5%

Bannerman

52.25%

According to Brandon Munro, Executive Chairman of Bannerman Energy:

“At a time when the world is accelerating nuclear energy development to

support energy security and lower-carbon power generation, Namibia is

poised to play a critical role in the global nuclear fuel chain.”

Gavin Chamberlain, CEO of Bannerman Energy met with Deputy Minister of Industries, Mines and Energy, the

Hon. Gaudentia Kröhne and Mining Commissioner Mrs. Isabella Chirchir.

THUMBS-UP FOR PARTNERSHIP

Twapewa Kadhikwa, Chairperson of Bannerman

Mining Resources Namibia, met with the Hon.

Modestus Amutse, Minister of Industries, Mines

and Energy.

annerman Energy had the opportunity to engage with key Namibian government leaders following the strategic financing with global integrated nuclear

utility, CNNC. We are pleased to have their support as we continue to progress the Etango Uranium Project.

FAST FACTS ABOUT

Bannerman Energy and CNNC executives at the

landmark signing ceremony that saw CNNC take

up 42.75% in the joint venture company that owns

95% of Etango.

• It is one of the world’s largest nuclear utilities

and uranium consumers. Its scale and credibility

is what qualifies the company as “Tier-1”.

• It is driving a significant nuclear reactor growth

programme, with 18 units under construction or

approved.

• It has experience in open-pit uranium mining

and processing and has successfully operated

the Rössing Mine in Namibia since 2019.

CNNC

Investor update

BANNERMAN ENERGY | APRIL 2026

Project update

THIS IS WHAT PARTNERSHIP

LOOKS LIKE

progress in establishing the core infrastructure of

the dry plant.

Blasting, crushing and screening of heap

leach drainage aggregate is also advancing to

schedule, with material being stockpiled for later

placement. The drainage aggregate has been

confirmed as meeting required specifications,

supporting readiness for the next stages of heap

leach pad construction.

Long-term infrastructure development

remains a priority. Installation of Phase 1 of the

permanent water supply pipeline is under way

and progressing to schedule, supporting future

operational water security for the project.

At the end of 2025, Bannerman appointed

onstruction early works at the Etango

Uranium Project continue to advance

strongly, with activity on site increasing and key

workstreams progressing in line with schedule

and budget.

Early works construction momentum is building

across multiple areas of the project, with

bulk earthworks, concrete works, aggregate

mining and key infrastructure installations all

progressing in parallel.

The start of Phase 1 and Phase 2A concrete

contracts mark important early structural

milestones for the future processing plant

areas. Foundations for both the primary crusher

and the coarse ore stockpile tunnel have been

successfully poured, representing significant

K Neumayer Civil Contractors, a local Namibian contractor,

is completing Phase 1 of the concrete contracts for the

construction of the primary crusher structure.

560

Number of contractor

workforce on site

Danie van Aswegen as Chief Operating Officer

(COO) – Namibia. Danie brings more than 25

years of experience in the mining industry, with

a skill-set spanning mining, engineering, project

management and technology development.

“The Etango site is now abuzz with activity,

and I’m particularly impressed by the team’s

commitment to go the extra mile to make this a

world-class project,” he says.

“There is a genuine sense of pride across

site; it’s palpable and genuinely contagious.

Our early works construction and long lead

activities continue to progress safely and on

schedule, which is a testament to the dedication,

professionalism and strong partnership between

our contractors and the Bannerman team.”

ive strategically placed camera traps, installed in August 2025, have recorded an encouraging

diversity of wildlife on the Etango site. These occur primarily along the outer boundaries of the

mining licence, particularly within rocky valleys that provide shelter and natural movement corridors.

Species recorded to date include springbok, ostrich, kudu, klipspringer, duiker, steenbok, chacma

baboon, brown hyena, black-backed jackal, African wild cat, and smaller species such as gerbil and

desert hare.

In contrast, areas of current activity are more open and exposed, which wildlife naturally tend to avoid.

To support safe and natural wildlife movement through suitable habitat, six dedicated openings have

been incorporated into the security boundary fence, reinforcing our commitment to responsible

operations and protecting biodiversity within the Namib-Naukluft National Park.

WE SEE YOU

Etango’s security fence has dedicated

openings to support wildlife movement

across the site.

Caught … but on camera only. Some of the animals

captured by our camera traps.

K Neumayer Civil Contractors has started

construction of the fine ore silo.

Bulk earthworks onsite at Etango are around 66.5% complete with the major

focus remaining on the construction of heap leach pads and wet plant

terraces. The work is being executed by Namibian contractor, Namibbeton.

66.5% complete

BANNERMAN ENERGY | APRIL 2026

Strategy

FROM VISION TO VICTORY

to improve their operational strategies, execution and processes for the year.

Once the focus areas for the strategy were determined the team addressed

the “must-win battles” and allocated responsibilities to individuals. These

“must-win battles” will help to finalise individual Key Performance Indicators.

Gavin Chamberlain, CEO of Bannerman Energy, noted a strong camaraderie

between the two teams. “What sticks in my mind during the three and a half

days was the openness to address ‘the elephant in the room’ without taking

things personally.

The personal connections made between the two teams will add

tremendous value going forward.” He described it as “the best strategy yet

and, if Namibia will have us, I think we have hit on a winning formula for next

year’s strategy”.

ost corporate strategy sessions start by discussing the big

achievements planned for the year ahead.

This year the Bannerman Energy executive team was one step ahead: the

announcement of the CNNC JV partnership served as a springboard for the

next phase of growth.

When they met in February in Namibia to look at the year ahead, the team

had exact clarity on how Etango will be financed, allowing for a very focused

and productive session.

After two days, the Bannerman Energy team was joined by the Bannerman

Mining Resources Namibia (BMRN) team to present their corporate strategy

for the year. This was followed by group feedback sessions to ensure

alignment to the Bannerman strategy and to provide colleagues with ideas

HOW COLLABORATION IS FUELLING OUR GROWTH

STRATEGY DOWNTIME

fter a successful strategy session in Swakopmund drafting a Bannerman Energy corporate strategy along with a BMRN operational strategy, the BMRN

team hosted a braai at their office. The evening started with a number of games led by BMRN COO, Danie van Aswegan, to encourage team bonding,

break down barriers and ignite team spirit.

Braai masters – Tinus Prinsloo and Andre Alberts – served up perfectly cooked beef,

chicken and pork.

The women from Bannerman Energy and BMRN united around the staff braai at

the BMRN office.

JANUARY:

••• Mathew Alfeus, Health and Safety

Superintendent

FEBRUARY:

• John Turney, Project Advisor

••• Tinus Prinsloo, Exploration

Superintendent

••• Miliken Gurirab, Plant Operator

APRIL:

••• Ingrid Jankowski, HR Superintendent

••• Natalie Visagie, Metallurgist

••• Andre Alberts, Owner’s Team Technical

Manager

••• Michael Louw, Principal Advisor Health

& Safety

•• Bruce McFadzean, Non-Executive

Director

MAY:

• Emma Culver, Investor Relations and

Communications Manager

•• Alison Terry, Non-Executive Director

••• Werner Ewald, Managing Director

JULY:

• Steve Herlihy, Chief Financial Officer

••• Imelda Naobes, Office Administrator

EXECUTIVE VFL A SAFETY

COMMITMENT

he Bannerman Energy executive team

recently conducted the first-ever Executive

Visible Felt Leadership (VFL) visit to the Etango

site. It was a clear signal of our commitment to

strengthening our safety culture.

“This wasn’t a box-ticking exercise; it was about

showing we care, making safety personal,

and leading by example,” confirmed Danie

van Aswegen, COO - Namibia. Through open

conversations with teams, the focus was on

understanding key risks, testing whether controls

were working and reinforcing everyone’s right

(and responsibility) to stop work and speak up if

something isn’t safe.

Most importantly, the team aimed to build

trust, encourage ownership, and ensure every

employee felt confident that raising a safety

concern will be supported.

Safety isn’t just a priority — it’s a shared

commitment.

Ringing the bell to celebrate the first Executive

team VFL visit at site.

BMRN COO, Danie van Aswegan, introduced a number of games to strengthen teamwork and collaboration.

We celebrate the following

birthdays in the first half of 2026.

LOOK WHO’S BLOWING

OUT CANDLES

LEGEND

• Bannerman Energy Ltd (Australia)

•• Bannerman Energy board members

••• Bannerman Mining Resources Namibia

Birthdays

Investor engagement

BANNERMAN ENERGY | APRIL 2026

STRENGTHENING GLOBAL INVESTOR CONNECTIONS

February proved to be a turbo-charged month for the Bannerman team, with conferences, panel discussions and site

visits on the agenda. Here is a short overview of what kept them busy:

MINING INDABA

Development, and Emma Culver, Investor

Relations Manager met with 25 funds/investor

groups which included government relation

meetings. This team also attended the Namibian

Country showcase at the Mining Indaba. The

showcase presented Namibia’s strategy for

converting its mineral wealth into sustainable

industrial growth.

he 121 Mining Investment Conference in

Cape Town runs simultaneously with the

Investing in African Mining Indaba to provide a

powerhouse of mining investment, networking,

and deal-making.

The Bannerman Energy team, consisting of Gavin

Chamberlain, CEO, Matt Horgan, VP-Corporate

In addition to the country showcase, the

Namibian Investment Promotion and

Development Board hosted a well-attended

Mining Project Pitching Investment and

Networking Breakfast Session to showcase

up-and-coming mining projects in Namibia to

investors and industry partners.

INVESTOR SITE VISIT

tango got a chance to show its true colours

during an investor site visit in February.

Institutional investors, analysts and brokers from

Australia, UK and the USA came to witness the

progress of early works construction … and left

suitably impressed.

Emma Culver, Bannerman’s Investor Relations

Manager, was full of praise for the experienced

and knowledgeable project team. “The feedback

from investors has been fantastic with a focus

on the professionalism and competence of the

Bannerman team. Bannerman is certainly seen as

a leader in our industry and our team members

an important part of this.”

Gavin Chamberlain, CEO (far right) was part of a panel discussion at the 121 Investor Conference. The panel explored why integrating a robust funding plan into a Definitive

Feasibility Study (DFS) is essential for junior miners seeking to accelerate development and secure investment with confidence.

Group effort …Our experienced and knowledgeable project team

provided insight into the execution of the Etango project.

Employee updates

During a recent visit to Namibia, the Bannerman Energy and Namibian teams honoured Managing Director Werner Ewald (centre in white shirt) on his

retirement after more than 15 years of dedicated service. Werner guided the Etango Project through the highs and lows of the uranium cycle — from early large-

scale ambitions, through challenging periods, to its current stage as a funded project awaiting final investment decision. His leadership and commitment have

left a lasting mark on both Bannerman and Namibia’s uranium sector.

CELEBRATING A REMARKABLE CAREER

STRONG FOUNDATIONS

Ingrid Jankowski from BMRN (right) visited Bannerman Energy’s hometown of Perth for a Foundations

Coaching course,gaining valuable skills in deep listening and leadership development. The visit was

both professionally rewarding and personally memorable – including the chance to hold a koala and

feed a kangaroo.

1 + 1 = 11

10

BANNERMAN ENERGY

Competition

RULES:

Both the challenge and competition are open

to all Bannerman employees, contractors and

stakeholders. The judges’ decision is final.

The impact of healthy partnerships is many

times greater than the sum of its parts. Etango’s

partnership with China National Nuclear

Corporation (CNNC) promises an exciting future.

Read the article on page 12 to see why, and then

answer these questions:

1. How many operable reactors does China

have?

2. How many reactors does CNNC operate in

China?

3. What are the three types of reactors CNNC

are using and developing?

4. What other uranium mines in Namibia are

CNNC part of?

HOW TO ENTER:

newsletters@bmnenergy.com.

Send your answers to

Include your full name, position and contact

details.

A$100 PRIZE.

The correct lucky draw will win

17 MAY 2026.

The closing date is

Employee profile

FACE TO FACE WITH...

LAUREN MALETZKY

Office Cleaner

Bannerman Office Swakopmund

Sugnet Smit submitted a comprehensive answer for our ‘Impact of AI’ competition detailing how

energy markets are being reorganised around powering intelligence rather than powering industry.

Andrea Leech gave a thoughtful response to our ‘Year-end Insight’ challenge. She spoke of living and

working with intention — recognising that protecting one’s energy, setting boundaries, and slowing

down when necessary are essential to sustaining both well-being and effectiveness.

OUR NEWEST WINNERS

Main responsibility: Cleaning and Housekeeping.

How long have you been working at the

Etango Project/BMRN: I have been employed by

Bannerman since 2007.

What excites you about the Etango Project:

Etango’s stability, the growth and a better future for

all the Bannerman staff.

One thing that surprised you about your current

role: My endurance in the role.

Marital status: Married

Children: 4 children – 2 daughters and 2 sons .

Favourite food: Smoked pork meat and vegetable

soup.

Where is your ‘happy place’: At home.

Last song you listened to: I’m Alive by Celine

Dion.

What are you currently binge-watching – or

reading: I’m currently bingeing on Bridgerton

Season 3.

Best way to relax: Reading a book.

Pet peeve: I get irritated by distractions.

One thing about yourself that few people

know: I am a Graduate Level 3 Silversmith.

Person who inspires you and why:

My boss – Werner Ewald (he never gives up and

he is an excellent leader).

One thing on your bucket list: To have my

own jewellery boutique.

They each win A$100

for their participation.

Lauren has the added distinction of being

Bannerman’s longest-serving employee!

Challenge

There’s a strong thread of partnership running

through this edition. Sometimes partnerships are

built on a shared vision and trust; at other times it

could be complementary strengths and effective

communication that are more important.

Tell us what you value most in a good

relationship, whether it’s with a partner,

colleague or friend, and why this is important.

See details of how to enter and closing date in

the Competition box on the opposite page.

WHAT DO YOU VALUE?

A

visit to the One Economy Foundation (OEF) Be Free Youth Campus in Windhoek left the

Bannerman team impressed by the continued growth of the facilities year on year.

“With their unwavering commitment to support young people, they will absolutely achieve sustained

change for the better, especially for women, their health and well-being,” reports Jim Bawden,

Sustainability Manager. “In every corner of the world the same challenges exist; however, OEF’s ethos

and working model is very commendable. We look forward to seeing more of their successes as they

continue to grow their footprint.”

IS THE CHANGE EVERYONE

WANTS TO SEE

The Bannerman team visiting OEF are (from left): Matjiua Hengua, BMRN Senior Stakeholder

Relations Advisor; Jim Bawden, Sustainability Manager; Olga Skorlyakova, VP Market

Strategy; Mavis Elias, OEF Director of Resource Mobilisation, Stakeholders & Partnerships,

and Emma Culver, Investor Relations and Communications Manager.

SPACE TO GROW

While in Swakopmund, members of the Bannerman Energy executive leadership

team and local BMRN team members visited Mondesa Youth Opportunities (MYO).

A highlight was the brick classroom that has been built for the new school year.

Prior to this, the classrooms and facilities at MYO were shipping containers and the

new classroom provides a fresh, inviting space in which students can learn and grow.

OEF

11

A$100 FOR YOUR THOUGHTS.

You could win

12

BANNERMAN ENERGY | APRIL 2026

Omasa

Omasa is the newsletter for the Etango Uranium Project managed by the

is the newsletter for the Etango Uranium Project managed by the

following companies:

following companies:

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, Emma Culver

Gavin Chamberlain, Emma Culver

Production: Words’Worth

Words’Worth

Industry news

MEET ETANGO’S NEW STRATEGIC PARTNER

The new partnership with CNOL, a subsidiary of China National Nuclear Corporation (CNNC), marks an important step for

the Etango Project. But who exactly is CNNC and what role does it play in the global nuclear sector?

CNNC currently owns or operates 27 reactor

units at sites including Qinshan Nuclear Power

Plant, Fuqing Nuclear Power Plant, Sanmen

Nuclear Power Station and Tianwan Nuclear

Power Plant. At the same time, it is driving

one of the most diverse reactor construction

programmes in the world, with 18 additional

units under construction or approved.

What makes CNNC particularly compelling

as a partner is the breadth of technology it is

deploying. Alongside large-scale Generation III

reactors such as the Hualong One, the company

is advancing next-generation systems including

the CFR-600 fast reactor and developing the

small modular ACP100 Linglong One.

This diversified approach positions CNNC at the

forefront of future nuclear technologies.

n the global nuclear energy landscape, few

organisations carry the scale and influence of

China National Nuclear Corporation (CNNC).

Founded in 1955, the state-owned giant has

evolved into one of the world’s most integrated

nuclear companies, operating across the entire

value chain — from uranium exploration and

mining to reactor design, construction and

nuclear fuel production. Its reach extends far

beyond China, with projects and partnerships

spanning Asia, the Middle East, Africa, Europe

and the Americas.

CNNC sits at the heart of China’s ambitious

nuclear expansion. As the country works to

strengthen energy security and reduce reliance

on fossil fuels, nuclear power has become a

central pillar of its long-term low-carbon strategy.

Equally important is CNNC’s upstream strength.

The company maintains extensive uranium

exploration, mining and processing capabilities

in China and abroad. Internationally, its footprint

includes stakes in Namibia’s Rössing Uranium

Mine — one of the world’s longest-running

uranium operations — and the Langer Heinrich

Mine, reinforcing supply for China’s expanding

reactor fleet.

Against this backdrop, CNNC’s arrival as a

strategic partner adds considerable momentum

to the Etango Project. Backed by a partner with

deep technical expertise, global reach and a

central role in the world’s fastest-growing nuclear

programme, the project moves a decisive step

closer to development — and into the orbit

of one of the nuclear sector’s most influential

players.

Nuclear Reactors in China

Source: WNA website.

59, 172 MWe

60

Operable

reactors

417, 518 GHw (2024)

Nuclear share of

generation

41,100 MWe

5%

39

Reactors under

construction