[SD] NexGen Energy Ltd. Specialized Disclosure Report

Rhea-AI Filing Summary

NexGen Energy Ltd. (NYSE: NXE) has filed its 2024 Form SD as a routine regulatory submission under Rule 13q-1. The company reports that conflict-minerals disclosure under Rule 13p-1 is not applicable. Instead, NexGen fulfills the resource-extraction payment disclosure requirement by referencing its Extractive Sector Transparency Measures Act (ESTMA) report for the year ended 31 Dec 2024, which is incorporated as Exhibit 2.01 and available on both NexGen’s website and the Government of Canada portal. No operational, financial, or strategic data accompany the filing; it is purely a statutory compliance document signed by CFO Benjamin Salter on 20 Jun 2025.

Insights

Securities Analyst

TL;DR: Routine Form SD; discloses 2024 ESTMA payments, no conflict-minerals info, neutral investment impact.

This Form SD is a standard compliance filing. By referencing the ESTMA report, NexGen satisfies U.S. resource-extraction payment rules without providing additional quantitative detail in the SEC document itself. There are no new financial metrics, operational updates, or risk factors, so the filing neither changes valuation assumptions nor alters the investment thesis. Absence of conflict-minerals obligations and timely submission demonstrate corporate governance diligence but are not in themselves value-creating catalysts.

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM SD

Specialized Disclosure Report

NEXGEN ENERGY LTD.

(Exact name of registrant as specified in its charter)

British Columbia, Canada	001-38072	Not applicable
(State or other jurisdiction of incorporation or organization)	(Commission File Number)	(IRS Employer Identification No.)

Suite 3150, 1021 - West Hastings Street Vancouver, British Columbia, Canada	V6E 0C3
(Address of principal executive offices)	(Zip Code)

Benjamin Salter

Chief Financial Officer

NexGen Energy Ltd.

(604) 428-4112

(Name and telephone number, including area code, of person to contact in connection with this report)

Check the appropriate box to indicate the rule pursuant to which this form is being filed, and provide the period to which the information in this form applies:

☐ Rule 13p-1 under the Securities Exchange Act (17 CFR 240.13p-1) for the reporting period from January 1 to December 31, ___________.

☒  Rule 13q-1 under the Securities Exchange Act (17 CFR 240.13q-1) for the fiscal year ended December 31, 2024.

SECTION 1 - CONFLICT MINERALS DISCLOSURE

Item 1.01 - Conflict Minerals Disclosure and Report

Not applicable

Item 1.02 - Exhibit

Not applicable

SECTION 2 - RESOURCE EXTRACTION ISSUER DISCLOSURE

Item 2.01 Resource Extraction Issuer Disclosure and Report

NexGen Energy Ltd. ("NexGen") is subject to Canada's Extractive Sector Transparency Measures Act ("ESTMA"). NexGen is relying on the alternative reporting provision of Item 2.01 and providing its ESTMA report for the year ended December 31, 2024 to satisfy the requirements of Item 2.01. NexGen's ESTMA report is available on NexGen's website at https://s28.q4cdn.com/891672792/files/doc_financials/2024/ar/2024_ESTMA_Report_Final.pdf or on the Government of Canada's website at https://natural-resources.canada.ca/minerals-mining/services-mining-industry/extractive-sector-transparency/links-estma-reports. The payment disclosure required by Form SD is included as Exhibit 2.01 to this Form SD.

SECTION 3 - EXHIBITS

Item 3.01. Exhibits

The following exhibit is filed as part of this report.

Exhibit Number		Description
2.01		Extractive Sector Transparency Measures Act - Annual Report for the year ended December 31, 2024

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned.

NEXGEN ENERGY LTD.
By:	/s/ Benjamin Salter		June 20, 2025
	Benjamin Salter		(Date)
	Chief Financial Officer

FAQ

What does NexGen Energy's (NXE) 2024 Form SD cover?

It addresses U.S. resource-extraction payment disclosures under Rule 13q-1 and references NexGen’s 2024 ESTMA report.

Does the filing include conflict-minerals information?

No. Item 1.01 states conflict-minerals disclosure is not applicable for the 2024 period.

Where can investors access the 2024 ESTMA report?

It is available on NexGen’s website and the Government of Canada ESTMA portal; it is also filed as Exhibit 2.01.

Are there any financial results or production figures in this Form SD?

No. The document is strictly a compliance submission and contains no operational or financial metrics.

Who signed the Form SD and when?

Chief Financial Officer Benjamin Salter signed the filing on 20 June 2025.