Alligator Energy Ltd · ASX:AGE
Alligator Energy — Investor Presentation (July 2021)
27 slides from Alligator Energy's investor presentation, July 2021
Slide 1: Investor Update July 2021
INVESTOR UPDATE JULY 2021
Slide 2: Disclaimer and Competent Person's Statements
Disclaimer and Competent Person’s Statements 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 current expectation
Slide 3: Introduction to Alligator Energy
Introduction to Alligator Energy • Uranium focussed project development and exploration group with clear pathways for approval and Strategic Focus development through multi jurisdictional portfolio • Spot uranium price seeing gradual but consistent increase since low point in 2016 Uranium Tailwinds
Slide 4: Corporate
Corporate Alligator Energy
Slide 5: Alligator Energy – Company Snapshot
Alligator Energy – Company Snapshot Leading Uranium Board Experience 12 month share price (as at 2/7/21) • Founding MD Toro Energy achieving approval of WA’s first uranium mine • MD of Extract Resources during discovery and PFS of the Husab Uranium Mine in Namibia - sold for US$2.2B • Management rol
Slide 6: Alligator Energy – Corporate Strategy
Alligator Energy – Corporate Strategy Uranium focussed project development and exploration group with clear pathways for approval and development. • Advancing Samphire Uranium Project through resource enhancement, evaluation, approvals and pre-development into production • Identify and test highly p
Slide 7: Alligator Energy – Board
Alligator Energy – Board Finance and corporate advisory professional. Almost 30 years experience in the finance services industry - including Ord Minett Ltd & Paul Dickson Colonial Stock-broking Ltd – various corporate advisory boutiques incl Paradigm Capital Pty Ltd. Currently with Henslow Markets
Slide 8: Alligator Energy – Management & Advisory
Alligator Energy – Management & Advisory Chartered Accountant/CFO/Company Secretary. Over 30 years professional services principally with a Big Four accounting firm and recently in part- Mike Meintjes time contracting and consulting roles. Extensive exposure to mining, oil & gas sectors in WA, QLD a
Slide 9: Alligator Energy and Traxys Strategic Partnership
Alligator Energy and Traxys Strategic Partnership Development of Traxys strategic relationship could accelerate Alligator’s transition from a junior explorer and development company into a bona fide producer with a global supply profile and a matching market cap. • Support to accelerate development
Slide 10: Uranium Market
Uranium Market • Spot uranium price seeing gradual but consistent increase since low point in 2016 as: • Excess inventories decline • Uranium production shutdowns increased • Long term contract price stabilised – anticipation of increase in long term contract requests – a leading indicator of long-t
Slide 11: Uranium Market
Uranium Market • High level of uncovered uranium demand within Max anticipated uranium requirements of US nuclear power nuclear utilities reactors, 2021-2030 • ~50% uncovered in US from 2025 • ~50% uncovered in EU from 2026 • Still a significant pipeline of new reactor construction with SMR’s enteri
Slide 12: Projects
Projects Alligator Energy
Slide 13: Alligator Energy – Project Locations
Alligator Energy – Project Locations NT, AUSTRALIA ITALY Alligator Rivers (ARUP) Piedmont NW Ni-Co-Cu-Au-PGEs High Grade U SA, AUSTRALIA Big Lake SA, AUSTRALIA (Cooper Basin) Samphire ISR style U ISR style U resources ASX: AGE | 13
Slide 14: Alligator Energy – Portfolio Status
Alligator Energy – Portfolio Status Project Highlights • Contains 47Mlb inferred uranium resources in two deposits. *2 • JORC2012 compliant Blackbush Resource is 64.5 million tonnes at a grade of 230ppm eU3O8 containing 32.7Mlb eU3O8 at a 100ppm cut-off grade, with a higher-grade core amenable to IS
Slide 15: Alligator Energy – Global Resources Summary
Alligator Energy – Global Resources Summary Average Estimated Mineralisation Resource*2 Project Status JORC code Location grade ppm contained Size (Mlb) (Mt) eU3O8 U3O8 (t) Blackbush Samphire Inferred 2012 SA 64.5 230 14,850 t 32.7 Plumbush Samphire Inferred 2004 SA 30.2 226 6,745 t 13.9 These are I
Slide 16: Samphire Uranium Project, SA
Samphire Uranium Project, SA • Acquisition of Samphire Project completed Oct 2020 – 100% AGE owned • 2020 Desktop Study was undertaken to review potential development routes and plan future work • Geophysics have been undertaken using modern ground magnetics and passive seismic - results currently b
Slide 17: Samphire Desktop Study
Samphire Desktop Study Experience uranium ISR consulting group Inception OPEN PIT MINING Consulting Engineers undertook a Processing Review, which highlighted the following opportunities: CHRUSHING & GRINDING • South Australian jurisdiction – uranium familiarity in regulator and LEACHING community,
Slide 18: Samphire – High Resolution Geophysics
Samphire – High Resolution Geophysics High-resolution ground magnetics over the Blackbush resource Red Granite domain completed April 2021 • Results demonstrate a marked improvement on existing magnetic data resolution providing additional insight and clarity into basement geological features and st
Slide 19: Samphire – 2021 Drilling Plan
Samphire – 2021 Drilling Plan • Extensive review of historic exploration (790 holes for >58,000m) confirmed high quality of existing work focused on the Blackbush and Plumbush resources • Previous Blackbush higher grade zone drilling detailed impressive results, including hole MRM881 which intercept
Slide 20: Samphire Project - Opportunity
Samphire Project - Opportunity • There is a range of potential uranium projects globally, however key impediments to start up remain, including; • Lengthy approvals process • Regulatory, community and political hurdles • Location and logistics All-in-Cost vs. Capital Intensity vs. LOM Production • U
Slide 21: Alligator Rivers Uranium Province (ARUP), NT
Alligator Rivers Uranium Province (ARUP), NT ARUP – underlying geology – actual and interpreted • AGE’s ARUP region (100% owned) in West Arnhem Land contains multiple uranium targets in a well-defined regional uranium bearing zone including the Caramal Resource 6.5 Mlbs U3O8 @ 0.31% (3,100ppm)4 • Co
Slide 22: Big Lake Uranium, SA
Big Lake Uranium, SA Alligator is acquiring 100% of the Big Lake Uranium Project in Copper Basin, exploring for ISR uranium. • South Australia is a high-class jurisdiction with: • Existing uranium production • Strong Government and public familiarity • Excellent regulator experience • Uranium concen
Slide 23: Big Lake Uranium - Airborne EM Survey
Big Lake Uranium - Airborne EM Survey Airborne EM survey completed May 2021 • Results currently being evaluated with a view to interpreting any paleochannel systems which may have accumulated uranium in sediments • Subject to this evaluation, an initial drilling program is planned H2 2021 Base of Na
Slide 24: Piedmont Ni Co Cu Au Project, northern Italy
Piedmont Ni Co Cu Au Project, northern Italy • Region of interest extends some 30kms in length, by 2 to 3kms wide, and contains multiple historic Ni Co Cu mines – AGE farming into 3 licenses, holds 100% of 3 others • Ground truthing and sampling has confirmed the high-grade Ni Co tenor of the region
Slide 25: Cautionary Statement
Cautionary Statement Plumbush Inferred Mineral Resource - Cautionary Statement In relation to the Plumbush Inferred Mineral Resource Estimate (stated in compliance with JORC 2004) of 21.8 million tonnes at grade of 292ppm eU3O8, containing 6,300t (13.9Mlbs) of mineralisation at a 100ppm eU3O8 cut-of
Slide 26: ASX References and Statements
ASX References and Statements Reference Date Announcement Link 1. 10 May 2021 Alligator Partners with Global Uranium Group Traxys 2924-02372956-2A1297261 (markitdigital.com) 2924-02243486-2A1230115 (markitdigital.com) 2 11 June 2020 Alligator to Acquire 47 Mlbs uranium resource - including the Cauti
Slide 27: Greg Hall CEO
Greg Hall CEO +61 (0) 7 3839 3904 gh@alligatorenergy.com.au www.alligatorenergy.com.au ASX: AGE