Alligator Energy Ltd · ASX:AGE
Alligator Energy — Investor Presentation (September 2012)
25 slides from Alligator Energy's investor presentation, Sep 19, 2012
Slide 1: Exploring for high grade unconformity style Uranium deposits in the ARUP
For personal use only Exploring for high grade unconformity style Uranium deposits in the ARUP, N.T Australia September 2012
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: Competitive Advantage
Competitive Advantage For personal use only • Uranium geologists with acknowledged expertise Right people • Board and management with resources background • Motivated to discover • Tenements acquired in period of negative sentiment Right timing • Uranium fundamentals compelling • Leading indicator p
Slide 4: Discovery Focus
Discovery Focus For personal use only • Alligator is solely focused on uranium exploration One commodity • Growing demand. Projected to double by 2030 • Non discretionary commodity for domestic power • Alligator is focused on the Alligator Rivers One province Uranium Province (ARUP) • 700 Mlbs U3O8
Slide 5: Uranium Supply Demand
Uranium Supply Demand For personal use only Sources: IAEA, CRU
Slide 6: Location
Location For personal use only Class 7 Port 24.4 M lb @ 1.9% U3O8 359 M lb @ 0.53% U3O8 Ranger Mine Project Orion Trend 261 M lb @ .3% U3O8 Produced
Slide 7: Unconformity Deposits
Unconfomity Deposits For personal use only Olympic Dam Expansion Imouramen Husab Arlit Jabiluka Etango Rossing Langer McArthur River 100,00 Heinrich Contained U3O8 Mantra Kiggavik Shea Creek 0 Westmoreland Kayelekera Midwest Millenium Cigar Lake Koongarra Wiluna 10,00 Nabarlek Roughrider tonnes 0 Ca
Slide 8: The Story so far
The Story so far… For personal use only • Purchased the Tin Camp Creek Project from Cameco in 2010. • Listed on ASX February 2011 $ 15 million in IPO. • 2011 drilling of high grade U at Caramal including: – CAD11-008 14m @ 6991 ppm U3O8 from 33m – CAD11-019 13m @ 3381 ppm U3O8 from 116m – CAD11-020
Slide 9: Management
Management For personal use only • Rob Sowerby - B.App.Sci, M.Env.Eng. MAIG Director & CEO Rob is a geologist with 23 years experience in mineral exploration, project generation, project evaluations, ore reserve estimation, and in stakeholder negotiations. His primary expertise is the exploration an
Slide 10: Directors
Directors For personal use only • Denis Gately BA, LLB, FAICD - Independent Chairman Denis is a leading lawyer in the energy and resources sector. Denis was formerly head of Minter Ellison’s national energy and resources group and Managing Partner of the Brisbane office (six years). • Paul Dickson -
Slide 11: Advisory Panel
Advisory Panel For personal use only • Andrew Browne B.Sc. MAusIMM. • Andy Browne has over 40 years of experience in uranium exploration and company management in Australia and North America. He is recognised as one of Australia’s leading experts on uranium exploration and resource evaluation and ha
Slide 12: Tin Camp Creek Project
Tin Camp Creek Project For personal use only North Orion Priority 15m @ 0.19% U3O8 Target with High 6.6m @ 0.2% U3O8 Radon in groundwater 6.5Mlb @ 0.31% U3O8 Orion Trend 7km untested prospective trend 14m @ 0.47% U3O8 4m @ 0.1% U3O8
Slide 13: Cameco Buyback Option
Cameco Buyback Option For personal use only Cameco have an option to buy back into a defined resource >20,000t U3O8 on the three Tin Camp Creek tenements purchased from them in 2010. Buy Back cost = 51% x Total Resource (lbs U3O8) x 10% of Spot Price (2 year average). Buy back on resource pounds AFT
Slide 14: Exploring for Systems
Exploring for Systems For personal use only Ranger – Jabiluka Region Caramal – South Horn – Orion Trend Orion Structural Trend Caramal 1km
Slide 15: Targeting under cover
Targeting under cover For personal use only Caramel and Orion East South Orion Caramal Caramal Extension target South Horn Prospect 500m 500m
Slide 16: Caramal vs Jabiluka Setting
Caramal vs Jablikua Setting For personal use only Jabiluka 1 Jabiluka 2 (6.5Mlb @0.33% U3O8)
Slide 17: Caramal Section
For personal use only Caramal Section
Slide 18: Project Pipeline
For personal use only Project Pipeline
Slide 19: 2012-13 Work Program
2012-13 Work Program For personal use only Extensions to • Further work to test extensions at Caramal Caramal • 1000m DDH in 2012 • Identify offset and drill. Focus on the • Drill within Orion Trend to model geology and structure. Broader System • Target high grade 100Mlb U deposits • Helicopter sup
Slide 20: Jurisdiction & Resource Security
Jurisdiction & Resource Security For personal use only • Pathway to Production • Long term security = 20 years • Government, infrastructure, expertise capacity, stakeholders • Northern Territory mining Uranium since 1980. • Darwin is Australia’s U export hub • AGE has conjunctive agreements in place
Slide 21: Summary
Summary For personal use only • Uranium geologists Rob Sowerby & Andy Browne Right people • Maiden resource in first year • Motivated to discover, strategy to develop. • Tenements acquired in period of negative sentiment Right timing • Province still at early exploration phase, underexplored. • Uran
Slide 22: Corporate
Corporate For personal use only • Listed on ASX February 2011 Shares • Shares on issue: 155 million. • Unlisted Options 20.5million • Market Cap $19 million Macquarie Bank Ltd 11.25% Top 5 Shareholders Mr Robert Sowerby 3.62% Lagoon Creek Resources Pty Ltd 3.20% National Nominees Limited 2.73% Mo U
Slide 23: Unconformity U Deposits
Unconformity U Deposits For personal use only Cigar Lake McArthur River Sandstone ~ 1.6By Roughrider Rabbit Lake Ore Schist ~ 2.0By Gneiss ~ 2.5By Sandstone ~ 1.6By Ore Ranger 1 Ranger 3 Schist ~ 2.0By Jabiluka 2 Koongarra Gneiss ~ 2.5By Nabarlek
Slide 24: Previous Demand Forecasts
Previous Demand Forecasts For personal use only Previous forecasts for Global Uranium Demand (Pre-Fukushima) Post Fukushima Forecasts
Slide 25: 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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