Alligator Energy Ltd · ASX:AGE
Alligator Energy — Investor Presentation (July 2021)
28 slides from Alligator Energy's investor presentation, Jul 14, 2021
Slide 1: Investor Presentation
For personal use only ALLIGATOR ENERGY LTD ACN 140 575 604 Ph (07) 3839 3904 PO Box 338, Spring Hill, Qld 4004 Suite 2, 128 Bowen Street, Spring Hill, QLD 4000 14 July 2021 Investor Presentation Alligator Energy Limited (Alligator or Company) (ASX: AGE) is pleased to attach an updated Investor Prese
Slide 2: Investor Update July 2021
For personal use only INVESTOR UPDATE JULY 2021
Slide 3: Disclaimer and Competent Person's Statements
Disclaimer and Competent Person’s Statements 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
Slide 4: Introduction to Alligator Energy
Introduction to Alligator Energy For personal use only • 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 2
Slide 5: Corporate
For personal use only Corporate ASX: AGE | 4
Slide 6: Alligator Energy – Company Snapshot
Alligator Energy – Company Snapshot Leading Uranium Board Experience For personal use only 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
Slide 7: Alligator Energy – Corporate Strategy
Alligator Energy – Corporate Strategy For personal use only 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 • Iden
Slide 8: Alligator Energy – Board
Alligator Energy – Board For personal use only 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
Slide 9: Alligator Energy – Management & Advisory
Alligator Energy – Management & Advisory For personal use only 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 & ga
Slide 10: Alligator Energy and Traxys Strategic Partnership
Alligator Energy and Traxys Strategic Partnership Development of Traxys strategic relationship could accelerate Alligator’s transition from a For personal use only junior explorer and development company into a bona fide producer with a global supply profile and a matching market cap. • Support to a
Slide 11: Uranium Market
Uranium Market • For personal use only 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 leadi
Slide 12: Uranium Market
Uranium Market • High level of uncovered uranium demand within Max anticipated uranium requirements of US nuclear power For personal use only nuclear utilities reactors, 2021-2030 • ~50% uncovered in US from 2025 • ~50% uncovered in EU from 2026 • Still a significant pipeline of new reactor construc
Slide 13: Projects
For personal use only Projects ASX: AGE | 12
Slide 14: Alligator Energy – Project Locations
Alligator Energy – Project Locations For personal use only 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 15: Alligator Energy – Portfolio Status
Alligator Energy – Portfolio Status For personal use only 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-gra
Slide 16: Alligator Energy – Global Resources Summary
Alligator Energy – Global Resources Summary For personal use only 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,
Slide 17: Samphire Uranium Project, SA
Samphire Uranium Project, SA • Acquisition of Samphire Project completed Oct 2020 – 100% AGE owned For personal use only • 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
Slide 18: Samphire Desktop Study
Samphire Desktop Study For personal use only 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 an
Slide 19: Samphire – High Resolution Geophysics
Samphire – High Resolution Geophysics For personal use only 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 geol
Slide 20: 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 For personal use only Blackbush and Plumbush resources • Previous Blackbush higher grade zone drilling detailed impressive results, including hole
Slide 21: Samphire Project - Opportunity
Samphire Project - Opportunity • There is a range of potential uranium projects globally, For personal use only 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
Slide 22: 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 For personal use only multiple uranium targets in a well-defined regional uranium bearing zone including the Caramal Resource 6.5 Mlbs U3O8 @
Slide 23: Big Lake Uranium, SA
Big Lake Uranium, SA For personal use only 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 exper
Slide 24: Big Lake Uranium - Airborne EM Survey
Big Lake Uranium - Airborne EM Survey For personal use only 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 plan
Slide 25: 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 For personal use only 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
Slide 26: Cautionary Statement
Cautionary Statement For personal use only 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
Slide 27: ASX References and Statements
ASX References and Statements For personal use only 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
Slide 28: For personal use only
For personal use only Greg Hall CEO +61 (0) 7 3839 3904 gh@alligatorenergy.com.au www.alligatorenergy.com.au ASX: AGE