Alligator Energy Ltd · ASX:AGE
Alligator Energy — Investor Presentation (December 2011)
20 slides from Alligator Energy's investor presentation, Dec 6, 2011
Slide 1: Alligator in 2011
For personal use only Alligator in 2011 6 December 2011
Slide 2: Disclaimer & Competent Persons Statement
Disclaimer & Competent Persons Statement For personal use only Disclaimer 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 c
Slide 3: Alligator in 2011
Alligator in 2011 For personal use only Extensions to Known Mineralisation Identified at Caramal Continuity of High Grade Mineralisation Confirmed at Caramal Extensive prospective trend identified in Caramal-South Horn Region Strong Tenement Position covering known mineralisation in the World Class
Slide 4: Alligator Corporate
Alligator Corporate For personal use only • Admitted to ASX on the 3rd of February, 2011. • ASX code: AGE • Shares on issue: 155 million. Unlisted Options 21.25 million 13,250,000 @ $0.20 1,000,000 @ $0.35 1,000,000 @ $0.45 2,000,000 @ $0.25 2,000,000 @ $0.40 2,000,000 @ $0.15 • Cash at Bank: $9.6mi
Slide 5: Uranium in 2011
Uranium in 2011 For personal use only The Japan earthquake and Fukushima led to a severe downgrading of U stocks …. 0.35 0.30 0.25 UEQ 0.20 RNU 0.15 UXA 0.10 TOE 0.05 AGE - Yet Long term contract prices stable…
Slide 6: Uranium in 2012 and Beyond
Uranium in 2012 and Beyond For personal use only While Uranium share prices remain low the world has moved on: Russia, China, India, Britain, USA, UAE, Vietnam, Lithuania, Poland, and others have recommitted to Nuclear Australian Labor Party has voted to export to India M & A activity is increasing
Slide 7: Alligator Delivers in 2011
Alligator Delivers in 2011 For personal use only May 2010 Titus Resources – unlisted gold hopeful June 2010 Won competitive bid for Tin Camp Creek Project August 2010 Acquisition of Northern Prospector and tenements October 2010 Completed Acquisition of Tin Camp Creek ($3M) November 2010 Oversubscri
Slide 8: Focused on World Class High Grade Deposits
Focused on World Class High Grade Deposits For personal use only • The Alligator Rivers Province (Arnhem Land) and Athabasca (in Canada) are the two outstanding Uranium Provinces in the world. • Have underpinned World Uranium production for 30 years • Outstanding Grade and Size. • ARUP Uranium Endow
Slide 9: Tenement Position
Tenement Position For personal use only In 2011: AGE has continued to build its position in the ARUP Tenements cover known mineralisation, key structures and prospective rocks In 2012 AGE are poised to realise significant value by grant of tenements Become the leading explorer in one of the world’s
Slide 10: 2011 Exploration Program
2011 Exploration Program For personal use only Focused on Tin Camp Creek Project • 4,500 m of Diamond Drilling • Detailed Geophysical Surveys • Detailed mapping and surface sampling • Major Re-assessment of geology
Slide 11: Caramal Prospect
Caramal Prospect For personal use only • Confirmed Continuity of high Grade Mineralisation • Identified Extensions to mineralisation • Confirmed Alligator Model • Confirmed high grade uranium mineralisation of the Ranger style which remains open along strike and down dip. December results include: 1
Slide 12: Caramal Drilling - Plan View
Caramal Drilling E - Plan View ® 5 g ? beserzron 4 ae E Uranium Mineralisation & Z (>1000ppm U,0,) q tf Projected to surface ls gm oe & Cr $ a Le esrrson iM 8 50m Historic dil ole (1971 to 1972) AGE diill hole (2011) [EA Lower Proterozoic Metamorphics — = Four Uranium Mineralisation (51000ppm U,0,)
Slide 13: Caramal Section A
Caramal Section A Bearing 045° + 10m 6m@ 1171 ppm U,O, Im@ 3272ppm U,O, 7072ppm U,O, including: 9m@ 10 099ppm 20m@ ra Historic drill hole 2027ppm U,O, 2011 drill hole | Lower Proterozoic Metamorphics || Kombolgie Sandstone | Archaean Basement | Oenpelli Dolerite Uranium Mineralisation (©1000ppm U,O,
Slide 14: Caramal Section B
Caramal Section B Bearing 360° + 10m (321400E) JL Historie drill hole Lo 2011 drill hole | Lower Proterozoic Metamorphics | Kombolgie Sandstone 15m@ 3200ppm U,0, CAD11-025 LC] Archaean Basement | Oenpelli Dolerite Uranium Mineralisation (=1000ppm U.O,) ze Mapped dip of breccia zones 25m * Alligator
Slide 15: Caramal – South Horn Regional Exploration
Caramal – South Horn Regional Exploration For personal use only Potential for Ranger – Jabiluka Style Trend • Regional Understanding Transformed • Key Structures and Host rocks identified over 7km long trend • Cover depth <50m over large areas. • Large alteration + U- U-Th- Th-REE systems identified
Slide 16: For personal use only
i ¢ = Kombolgie Sandstone 8 Cahill Formation Caramal Prospect Drillhole lal CAD11-093 - @cani1-012 @ canit-o15 @ cani1.016 @ cani1-006 @ canis017
Slide 17: Regional Understanding Transformed
Regional Understanding Transformed For personal use only
Slide 18: In Summary
In Summary For personal use only In simple terms… • AGE remains the ONLY opportunity in the Australian Junior Sector where there is a real expectation of the next hole hitting a major high grade deposit. • Major holding in world class province • New Dynamic Story • Positioned for Uranium Sector upli
Slide 19: Top Shareholders (as at July 2011)
Top 10 Shareholders (as at 15 July 2011) For personal use only Shareholder Shares Percentage 1 Macquarie Bank Ltd 17,500,000 11.27% 2 Lagoon Creek Resources Pty Ltd 7,000,000 4.51% 3 Mr Robert Sowerby 5,500,000 3.54% 4 Mo U Investments Co Ltd 4,000,000 2.58% 5 National Nominees Limited 2,500,000 1.6
Slide 20: Contact Us
Contact Us For personal use only Alligator – Rob Sowerby +61 7 3831-9154 rds@alligatorenergy.com.au www.alligatorenergy.com.au
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