Alligator Energy Ltd · ASX:AGE
Alligator Energy — Investor Presentation (April 2012)
17 slides from Alligator Energy's investor presentation, Apr 19, 2012
Slide 1: Company Update April 2012
For personal use only Company Update April 2012
Slide 2: Forward-looking statements and competent person notice
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 expectations involving a number of risks and
Slide 3: Focus
Focus For personal use only • Alligator is focused on uranium One commodity • Growing demand. Projected to double by 2030 • Uranium supply constrained • Non discretionary commodity • Alligator is focused on the Alligator Rivers One province Uranium Province (ARUP) • Hosts Ranger Mine and Jabiluka De
Slide 4: Snapshot
Snapshot For personal use only Shares • Shares on issue: 155 million. • Unlisted Options 21.25 million • Market Cap $27 million Macquarie Bank Ltd 11.25% Top 5 Lagoon Creek Resources Pty Ltd 4.51% Shareholders Mr Robert Sowerby 3.62% National Nominees Limited 2.73% Mo U Investments Co Ltd 2.67% Cash
Slide 5: Location: Credible Pathways to Production
Location For personal use only Credible Pathways to Production • Production centre for 30 years with Nabarlek and Ranger • Friendly jurisdiction with uranium expertise and capacity • Darwin is Australia’s export port for uranium
Slide 6: ARUP
ARUP For personal use only • Uranium deportment ~ 1 billion lbs at high grade of World class 0.28% • Excellent metallurgy and recovery • Three Dominant Players – Rio, Cameco and AGE Pedigree • Globally significant resources and production • Major discoveries date to late 60s – early 1970s Underexplo
Slide 7: The Story so far…
The Story so far… For personal use only • 4,500m Diamond Drilling Program on TCC Project 2011 Field Season • Extensive Geophysical Surveys • Drilling Focused on extensions to known mineralisation • Validation of historic Results • Preliminary drilling of regional targets 2011 Results • Validated His
Slide 8: Exploration Model
Exploration Model For personal use only Large Systems • Exploration Strategy Based on identifying mineralised trends/systems (eg Ranger-Jabiluka Trend). Target size of 100Mlb U3O8. Right Rocks • Focus on basement rocks with favourable physical and chemical characteristics Right Structures • Emphasis
Slide 9: Caramal JORC Resource
Caramal JORC Resource For personal use only Inferred Resource: The Resource 944kt @ 0.31% U3O8 for 6.5Mlb U3O8 1000ppm U3O8 cut-off grade The Resource • Based on Detailed geological Interpretation Model • Constrained by structure and lithology • Constrained by high cut off grade (1000ppmU3O8) Signif
Slide 10: Tin Camp Creek Project
Tin Camp Creek Project For personal use only
Slide 11: Caramal Block Model on Air Photo
Caramal Block Model on Air Photo For personal use only
Slide 12: 3D Block Model
For personal use only 3D Block Model
Slide 13: Geology Plan
For personal use only Geology Plan
Slide 14: Geology Long Section
For personal use only Geology Long Section
Slide 15: Geology Cross Section
Geology Cross Section For personal use only
Slide 16: 2012 Work Program
2012 Work Program For personal use only Extensions to • Further work to test extensions at Caramal Caramal • One of a number of high quality targets • Number of high Quality targets based on application of AGE Focus on the model. Right Rocks – Right Structures – Large Systems Broader System • Object
Slide 17: Contact Us
For personal use only Contact Us Greg Duncan Rob Sowerby +61 7 3852 4712 +61 7 3852 4712 gnd@alligatorenergy.com.au rds@alligatorenergy.com.au www.alligatorenergy.com.au
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