
Company Profile
Company Policies
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Corporate Strategy
First Uranium’s corporate strategy is as follows:- develop Ezulwini and Buffelsfontein uranium and gold projects by progressing each through specific
milestones, including increasing and upgrading categories of mineral resources and commencing construction
activities, in order that mining and processing operations may commence at Ezulwini and Buffelsfontein in the
near-term and thereafter possibly be expanded;
- seek sales off-take arrangements at favourable terms with third parties in respect of any yellowcake produced
by the Ezulwini and Buffelsfontein projects;
- seek additional acquisition, joint venture and/or development opportunities relating to strategically located
uranium prospects and properties in Southern Africa, including uranium and gold tailings dumps; and
- capitalize on Simmer & Jack’s recent history of operating in South Africa, including its management and technical experience, its black economic empowerment credentials and its relationships with government officials and service providers in South Africa.
Business Strengths
First Uranium believes it can successfully implement its corporate strategy because of its unique strengths. These strengths include:- Near-Term Production Mining Projects: First Uranium believes that its existing uranium and gold
projects can be placed into production in the near-term. The Ezulwini Project is expected to produce gold in
the second quarter of 2007 which management intends to have processed by means of a toll treatment
arrangement with a nearby processing plant. The first gold to be milled and the first uranium to be produced at
the Ezulwini Project are expected by the end of 2008. The first uranium and gold production from the
Buffelsfontein Project are expected by mid-2008.
- Strategic Commodity Mix and Growth Potential: The Ezulwini and Buffelsfontein projects involve
significant exposure to both uranium and gold. This has the potential of insulating the projects from negative
swings in uranium or gold prices. First Uranium will have the potential to adjust its mining plan for the
Ezulwini Project towards a more profitable uranium and gold mix in response to uranium and gold price
changes. First Uranium will also have the flexibility to invest in the modular expansion of its Ezulwini and
Buffelsfontein project facilities in order to respond to the commodity market environment. In addition,
management believes the development of two uranium plants close to other potentially economically viable
resources as well as the potential for modular plant expansion could provide First Uranium with an opportunity
to increase production by processing material from third parties and/or acquiring neighbouring resources.
- Long Life Mineral Resources: At current market prices for uranium and gold, the estimated mineral
resources at Ezulwini and Buffelsfontein are sufficient to support gold and uranium processing plants
operating at optimal levels and to sustain medium to long-term mine operations. Based on the existing mine
plan for the Ezulwini Project of 19 years, only approximately 20% of the project’s resource will be utilized
over the term of the plan. The Buffelsfontein Project is estimated to have sufficient resources to support a
14 year life of mine plan.
- Existing Infrastructure and Historical Mining Experience: First Uranium will benefit from existing
infrastructure and previous mining development at both of its Ezulwini and Buffelsfontein projects. The
proposed Ezulwini Project will involve the re-commissioning of a previously operating mine for which the
mine shafts and much of the necessary infrastructure are already in place. The proposed Buffelsfontein Project
will involve the processing of tailings and will not involve the same level of construction or operational risk as
an underground mine. Management believes the historical development at both of these projects demonstrates
the viability of the resource base and ultimately reduces the risk in the development of these projects as
compared to an undeveloped greenfield project. In addition, the existing infrastructure reduces the required
capital expenditure for the initial development of the Ezulwini and Buffelsfontein projects.
- Attractive Project Economics: Management believes that the economic returns offered by the projects are
attractive. This is a result of the development costs for Ezulwini being reduced by the existing infrastructure
and the simplified nature of the Buffelsfontein tailings recovery facility. In addition to the reduced
development capital expenditures, First Uranium will benefit from the revenue contribution from both uranium
and gold, resulting in attractive cash flow margins for both projects.
- Exposure to Current Uranium Prices: As First Uranium is not subject to any uranium off-take agreements
at fixed prices lower than current uranium spot market prices, it has considerable flexibility in negotiating
marketing and off-take arrangements for its uranium at today’s historically high uranium prices and on
favourable contract terms.
- Management and Board Experience: First Uranium’s management team has considerable operational
experience in South Africa and is supported by an experienced technical and mining operations team, some of
whom have prior operating experience with the Ezulwini mine. In addition, First Uranium’s board of directors has a strong mix of operational, financial and management experience in South Africa and
Canada.
- Strategic Relationship: Following the closing of the Offering, Simmer & Jack will be the majority
shareholder of First Uranium. First Uranium believes that it will benefit from this close relationship, not only
from the management expertise that will be provided by the officers and directors of Simmer & Jack who will
be involved with First Uranium, but also from Simmer & Jack’s black economic empowerment credentials and
its contacts in, and knowledge of, the political, economic and cultural aspects of South Africa. In particular,
First Uranium believes that the Corporate Opportunity Agreement with Simmer & Jack will lead to further
uranium exploration and development opportunities and provide First Uranium with a considerable strategic
advantage over many of its potential competitors.

