Alligator Energy Ltd · ASX:AGE
Alligator Energy — RIU Explorers Conference 2025
24 slides from Alligator Energy's conference presentation, Feb 18, 2025
Slide 1: Advancing Samphire Uranium Project into Trial Production
ASX:AGE For personal use only Advancing Samphire Uranium Project into Trial Production RIU Explorers Conference - Greg Hall – CEO – February 2025
Slide 2: Disclaimer
Disclaimer Forward Looking Statements This presentation contains projections and forward-looking information that involve various risks and uncertainties regarding future events. Such forward-looking information can For personal use only include without limitation statements based on current expecta
Slide 3: Company Snapshot
Company Snapshot Capital Structure (as at 29 Jan 2025) For personal use only Share Price $0.036 Ordinary Shares 3,873.6 M Perf Shares, Listed & Unlisted Options 462.2 M Cash as at 31 Dec 2024 $ 20.2 M Market Cap $140 M Top 50 Shareholders Brokers & Banks 19% Retail 45% Directors & Executives 5% Inst
Slide 4: Uranium and Nuclear Fuel market
Uranium and Nuclear Fuel market • Primary mine supply, mine re-starts, new mines under development plus new planned mines still potentially not adequate for future supply. For personal use only • Re-starts and new mines are experiencing delays mainly due to time to get technical studies work done, a
Slide 5: ESG in practice: Operating philosophy
ESG in practice: Operating philosophy • We aim to add value in all of our decision-making for shareholders. For personal use only Shareholders • We wish to provide an engaging, challenging, enjoyable and respectful workplace for our employees. Communities Team • We respect the rights of landowners a
Slide 6: Samphire Uranium project: South Australia – experience in uranium
For personal use only Samphire Uranium project: South Australia – experience in uranium 6 Alligator Corporate Presentation | February 2025 | ASX:AGE
Slide 7: Samphire Highlights
For personal use only Samphire Highlights 20kms from JORC compliant Regional exploration Whyalla, SA resource opportunities Excellent regional 17.5 Mlbs uranium resource Exploration Target infrastructure and with significant scope for estimates additional skilled labour-force further growth 14 - 75
Slide 8: Samphire Uranium project: A highly competitive In-Situ Recovery project
Samphire Uranium project: A highly competitive In-Situ Recovery project • Initial low capital cost estimate of A$131 million, despite significant contingencies and inflation totalling 35%. Conceptual Model of ISR For personal use only • AISC at the lower end of cost curve, due to: ➢ In-situ Recovery
Slide 9: Samphire Uranium Project – Dec 2023 Scoping Study: 1.2 Mlbs pa project
Samphire Uranium Project – Dec 2023 Scoping Study† : 1.2 Mlbs pa project Study metrics* at US$75 / lb 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 contingency) (post-tax, real, (post-tax, real, (A$47.58/l
Slide 10: Samphire Uranium Project – Blackbush 2024 Drilling and resource update
Samphire Uranium Project – Blackbush 2024 Drilling and resource update Significant uranium mineralisation intersections from Blackbush West uranium roll fronts has delivered further targets outside of the Inferred mineral resource. For personal use only Announced in ASX release dated 21 Nov 2024: •
Slide 11: Further Extensions outside the Exploration Target Range Envelope
Further Extensions outside the Exploration Target Range Envelope Ground Gravity Survey- April 2024 For personal use only • Exploration target range – additional 14 to 75 Mlbs • Ground gravity data shows outstanding continuity of the Samphire palaeochannel system by 34 lineal km’s. • 50% increase to
Slide 12: Samphire Uranium Project – Field Recovery Trial (FRT)
Samphire Uranium Project – Field Recovery Trial (FRT) • Field Recovery Trial (FRT) construction targeted for and Q2 2025, pending PEPR (operating plan) regulatory approval. Plant For personal use only fully fabricated and delivered to AGE’s Whyalla yard. • FRT operation for 3-4 months and consists o
Slide 13: Samphire Uranium Project – Field Recovery Trial Plant
Samphire Uranium Project – Field Recovery Trial Plant Pilot plant layout • Fabrication of the containerised FRT processing plant completed - delivered to AGE’s Whyalla For personal use only yard in July 2024. • Expressions of Interest to five Whyalla based companies for onsite civils and pilot plant
Slide 14: 2025 Plans and Targets
2025 Plans and Targets • Jan – Retention Lease approval with assigned conditions for Field Recovery Trial (FRT) • Feb – Submission of Program for Environment Performance and Rehabilitation (PEPR) – FRT operating plan For personal use only • Feb – Start of second exploration program on Big Lake Urani
Slide 15: 2025 Plans and Targets
For personal use only 2025 Plans and Targets 15 Alligator Corporate Presentation | February 2025 | ASX:AGE
Slide 16: Exploration projects
For personal use only Exploration projects NT, AUSTRALIA Alligator Rivers ITALY (ARUP) High Grade U Piedmont NW Ni-Co-Cu-Au-PGEs SA, AUSTRALIA Big Lake (Cooper Basin) ISR style U SA, AUSTRALIA Investment in EnviroCopper Ltd Copper ISR 16 Alligator Corporate Presentation | February 2025 | ASX:AGE
Slide 17: Big Lake Uranium Project, SA
Big Lake Uranium Project, SA • Overlies Cooper Basin in NW SA – under-explored for uranium despite geological analogies to world-class ISR For personal use only fields in hydrocarbon basins - Kazakhstan, Wyoming, Texas. • Several potential uranium sources including; weathering / leaching of underlyi
Slide 18: Big Lake Uranium - Inaugural Drilling Program Discovery Success
Big Lake Uranium - Inaugural Drilling Program Discovery Success • Inaugural drilling program intersected significant thicknesses of anomalous uranium mineralisation within interbedded palaeochannel sand units in the Namba Formation. For personal use only • Discovery is first proof of concept that si
Slide 19: Alligator Rivers Uranium Province, NT
Alligator Rivers Uranium Province, NT • Three projects: Nabarlek North, Tin Camp Creek and Beatrice, in Australia’s premier high-grade uranium For personal use only province. • Province is host to existing high-grade deposits including Jabiluka (358Mlb @ 5,300ppm U3O8). • Multiple uranium targets in
Slide 20: Alligator Rivers Uranium Province, NT
Alligator Rivers Uranium Province, NT 2024 Work Program at Nabarlek North: Focus drilling areas, 2024 • New high resolution airborne magnetic / radiometric For personal use only survey to better define key structures and host stratigraphy across the entire tenure (completed July 2024) • Reconnaissan
Slide 21: Investment into EnviroCopper Ltd ISR copper, SA
Investment into EnviroCopper Ltd ISR copper, SA • Alligator expanded energy minerals interests with $0.9M strategic investment in private group, EnviroCopper (ECL). For personal use only • This investment and resultant collaboration is extremely complimentary to our existing and substantial in-house
Slide 22: Samphire Uranium Project - Community Engagement
Samphire Uranium Project - Community Engagement Active Membership and Sponsorship Member of TACTIC Platinum sponsor of the Whyalla Business and Tourism For personal use only Gold sponsor of South Whyalla Demons Football Club Community Activities snapshot •Appointment of a Stakeholder Engagement Mana
Slide 23: Samphire Uranium Project: Opportunity for a near carbon-free energy project
Samphire Uranium Project: Opportunity for a near carbon-free energy project • Lower power consumption as ISR method has no rock / For personal use only material movement, nor crushing / grinding of rock. Renewable power with backup may be adequate? • Distance to Whyalla may allow all electric vehicl
Slide 24: For personal use only
For personal use only ASX:AGE Greg Hall CEO +61 (0) 7 3839 3904 gh@alligatorenergy.com.au www.alligatorenergy.com.au