Alligator Energy Ltd · ASX:AGE
Alligator Energy — Investor Presentation (May 2026)
14 slides from Alligator Energy's investor presentation, May 7, 2026
Slide 1: Investor Presentation: Samphire Uranium Project May 2026
ASX:AGE For personal use only Investor Presentation Samphire Uranium Project May 2026
Slide 2: Disclaimer
Disclaimer Forward Looking Statements For personal use only This presentation contains projections and forward-looking information that involve various risks and uncertainties regarding future events. Such forward-looking information can include without limitation statements based on current expecta
Slide 3: Corporate Overview: Capital Structure
Corporate Overview Capital Structure For personal use only A$0.043 4,437.0 M 364.3 M $13.3 M A$190.8 M Share Price Ordinary Shares Listed and Cash (@ 31/3/26) Market Cap (@ 1/5/26) (@ 1/5/26) Unlisted Options Shareholders Directors & Executives 2.7% Institutions Retail 18.4% 78.9% 3 Investor Present
Slide 4: Samphire Uranium Project: South Australia
Samphire Uranium Project: South Australia Excellent location with positive stakeholder relations For personal use only • Located in South Australia, a premier uranium jurisdiction globally • Proven approvals process with 5 mines approved in the state • Samphire is just 20 kms from Whyalla, an iron a
Slide 5: Delivering Australia's Next Uranium Mine and Beyond
Delivering Australia’s Next Uranium Mine and Beyond Pathway to production and growing the business For personal use only Stage 1 Stage 2 Stage 3 Recent Milestones FRT - Derisking Production • Updated scoping study • Technical and economic • Targeting first production in highlights strong project der
Slide 6: Stage – Current Status
Stage 1 – Current Status Strong economics as outlined in the updated scoping study(1) underpin current valuations Study metrics* at US$75 / lb long term uranium price For personal use only A$131m 2.45 years 42% A$257m US$33.31/lb US$16.06/lb CAPEX Payback IRR* NPV8* AISC Cash Costs (including contin
Slide 7: Stage – Field Recovery Trial
Stage 2 – Field Recovery Trial Excellent initial results from the FRT FRT Pilot Plant 1st well test pattern completed - 70% U recovery over For personal use only 70 pore volumes - validating low-cost ISR development case • Key step toward commercial ISR production in South Australia • Solid permeabi
Slide 8: Stage – Derisking
Stage 2 – Derisking Proactively derisking Samphire through insights gained from recent ISR developers Integrating 20 years of ISR technical knowledge For personal use only • A measured ramp up profile • Thorough work on permeability through drilling • Focus of converting resource into Measured and I
Slide 9: Stage – Resource Growth to Increase Mining Inventory
Stage 3 – Resource Growth to Increase Mining Inventory Significant upside to increase mining inventory from multiple areas • 18 Mlbs(1) to support startup mining operation at Blackbush with For personal use only staged expansion. • Exploration Target of 14 - 75 Mlbs demonstrates significant potentia
Slide 10: Upcoming Plans and Targets
Upcoming Plans and Targets Numerous upcoming news flow and milestones in 2026 and 2027 For personal use only CY 2026 CY 2027 Q2 Q1 Q3 Q4 Q1 Q2 FRT Operations Updated MRE Samphire BFS Mining Lease Approvals: 10 Investor Presentation | ASX:AGE | alligatorenergy.com.au
Slide 11: Big Lake Project
For personal use only Big Lake Project 11
Slide 12: Big Lake Project
Big Lake Project Potential to unlock a new uranium province • Australian Mining Prospect Discovery of the Year For personal use only • Geologically analogous to world-class ISR fields in hydrocarbon basins - Kazakhstan, Wyoming, Texas • Same host sands as Beverley-Four Mile & Honeymoon. • Province n
Slide 13: The Alligator Energy Value Proposition
The Alligator Energy Value Proposition Strong value proposition with multiple near-term share price rerating catalysts Investment Proposition For personal use only • Tier 1 jurisdiction • Experienced team to deliver projects on time and on budget Key Milestone Catalysts • Upside potential from multi
Slide 14: Andrea Marsland-Smith, CEO
For personal use only Andrea Marsland-Smith CEO +61 (0) 7 3839 3904 E: ams@alligatorenergy.com.au www.alligatorenergy.com.au