Alligator Energy Ltd · ASX:AGE
Alligator Energy — Investor Presentation (April 2015)
17 slides from Alligator Energy's investor presentation, Apr 21, 2015
Slide 1: The Best High Grade Uranium Exploration Investment Opportunity in Australia
THE BEST HIGH GRADE URANIUM EXPLORATION INVESTMENT OPPORTUNITY IN AUSTRALIA For personal use only Suite 3, 36 Agnes Street Brisbane, QLD 4006 +61 7 3852 4712 info@alligatorenergy.com.au www.alligatorenergy.com.au
Slide 2: Disclaimer
DISCLAIMER 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 current expectations involving
Slide 3: Alligator Energy Corporate Information
ALLIGATOR ENERGY CORPORATE INFORMATION For personal use only Capital Structure 9 month share price from ASX Issued shares 310.5m 0.050 Unlisted options 12.2m Price (16-04-2015) $0.041 0.040 Market Cap $12.75m 0.030 Cash (31/12/14) $2.9m 0.020 Top Shareholders (16-04-2015) Macallum Group 18.8% Reef I
Slide 4: Our Exploration Strategy
OUR EXPLORATION STRATEGY For personal use only Uranium only, Alligator Rivers Uranium Province only Minimum 100Mlbs U3O8 resource target ($6.5 billion value) Searching under sandstone cover for unconformity style deposits Focus on core province Developing and applying new methodologies A
Slide 5: Game Changer 1: Radon Decay Isotopes Reveal Covered Uranium Deposits
GAME CHANGER 1: RADON DECAY ISOTOPES REVEAL COVERED URANIUM DEPOSITS For personal use only Radon (a gas) diffuses into cover rocks, decays into daughter products, away from uranium source Analysing cover rocks for radon decay products reveals concealed uranium deposits Radon decay products are
Slide 6: Game Changer 2: Enhanced SAM Geophysical Survey Effectiveness
GAME CHANGER 2: ENHANCED SAM GEOPHYSICAL SURVEY EFFECTIVENESS For personal use only Current passes through weakly resistant rocks to U deposit/conductive minerals Response passes through highly resistive rocks to receiver Signal at receiver stronger and sharper providing better detection/defin
Slide 7: Caramal: Game Changer Responses
CARAMAL: GAME CHANGER RESPONSES For personal use only A. Decay Isotopes B. SAM Response 500m 500m Kombolgie cover Caramal deposit Drillhole Existing decay isotope sample point Caramal deposit small but provides expected responses These two break through tools can be applied to all covered baseme
Slide 8: 2015 Pipeline of Targets and Testing Program
2015 PIPELINE OF TARGETS AND TESTING PROGRAM For personal use only Inventory Target “A” Target Recon Follow up Resource Sets Defining Selection Drilling Drilling Drilling Known Prospects Caramal ✔ ✔ ✔ ✘<10M lbs (2) Beatrice ✔ A ✔ M 2015 I O U Radiometric All 6 BT1✔ T 2015 N R I E Anomalies (6) N P A
Slide 9: Beatrice Prospect
BEATRICE PROSPECT For personal use only Uranium anomaly Peak SAM feature Proposed drill line Drill hole (AGE analysed) 19m @ 3626ppm U3O8 AGE reassay Drill hole (other) BTD0273 7m @ 1800ppm U3O8 Historically recorded mineralisation BTD0274 BTD0275 6m @ 3800ppm U3O8 QML assay 7m @ 28000ppm U3O8 QML a
Slide 10: Beatrice Zone
BEATRICE ZONE For personal use only Uranium anomaly SAM feature Beatrice Corridor Beatrice Prospect Proposed Heli-FLEM loop 1 km April 15 Page 10
Slide 11: Unexplained Surface Uranium Anomalies
UNEXPLAINED SURFACE URANIUM ANOMALIES For personal use only TCC7 BT1 TCC10 TCC12 TCC8 BT3 April 15 2km Page 11
Slide 12: TCC2 Target
For personal use only TCC2 TARGET 2km Core decay isotope anomaly AGE drillhole / Proposed collar Peripheral decay isotope anomaly Existing decay isotope sample point Proposed decay isotope sample line Radon springs anomaly Proposed Heli-FLEM survey Page 12
Slide 13: Beatrice Target Area
BEATRICE 1 TARGET AREA For personal use only 2 km Uranium anomaly Proposed Heli-FLEM loop Lower Cahill Formation Proposed decay isotope sample points April 15 Page 13
Slide 14: 2015 Fieldwork in Progress
2015 FIELDWORK IN PROGRESS For personal use only Nabarlek Tin Camp Creek Jabiluka Caramal Mamadawerre Beatrice Ranger 10 km Raw target Kombolgie cover Selected target Basement April 15 14
Slide 15: Uranium Prices and Demand
URANIUM PRICES AND DEMAND For personal use only Spot U3O8 $/lb – post Fukishima Fukishima Event impacts prices 80 Source: infomine Only lowest cost quartile profitable Mine production reduced or closed $/lb U3O8 New mine development hiatus Exploration hiatus No new conversion/enrichment
Slide 16: Why Why Why?
WHY WHY WHY? For personal use only Why invest in uranium? (thematic opportunity) Global warming hedge Unloved commodity in unloved market sector Uranium price recovering – based on fundamentals Significant increase in uranium demand each year 2015 – 2025 No matching increase in supply evid
Slide 17: Why Why Why? Why invest in Alligator Energy?
WHY WHY WHY? For personal use only Why invest in Alligator Energy? Holds great tenements in core of great uranium province Developed two “game changing” methodologies – competitive advantage First to “see” mineralisation and alteration below cover rocks – new opportunity Very experienced and
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