Alligator Energy Ltd · ASX:AGE
Alligator Energy — Global Uranium Conference 2025
13 slides from Alligator Energy's conference presentation, Oct 21, 2025
Slide 1: Global Uranium Conference: Advancing Samphire Uranium Project into Trial Production
ASX:AGE For personal use only Global Uranium Conference Advancing Samphire Uranium Project October 2025 into Trial Production Investor Presentation | ASX:AGE | alligatorenergy.com.au Andrea Marsland-Smith
Slide 2: Corporate Overview: Capital Structure
Corporate Overview Capital Structure For personal use only A$0.027 4,430.1 M 460.2 M $30.1 M A$119.6 M Share Price Ordinary Shares Listed and Cash (@ 30/6/25) Market Cap (@ 17/10/25) (@ 17/10/25) Unlisted Options Top 50 Shareholders Brokers & Banks 22.4% Directors & Retail Executives 35.9% 4.1% Inst
Slide 3: Samphire Uranium Project: South Australia
Samphire Uranium Project: South Australia Excellent location with positive stakeholder relations For personal use only • Acquired in late 2020 • Located in South Australia • Proven approvals process with 5 mines approved in SA • 20 kms from Whyalla • Location brings strong benefits of excellent regi
Slide 4: Highlights
Highlights Derisking of project by experienced team that is focussed on delivery and growing the mine life For personal use only Tier One Field Recovery Experienced Team Discovery Jurisdiction Trial To Deliver Potential South Australia has proven Simulating commercial production to In situ mining te
Slide 5: Delivering Australia's Next Uranium Mine and Beyond
Delivering Australia’s Next Uranium Mine and Beyond Pathway to production and growing the business For personal use only CURRENT STATUS FIELD RECOVERY TRIAL PRODUCTION Updated scoping study(1) Derisking of the Samphire Targeting first production highlighting strong project project 2030/31 econ
Slide 6: Scoping Study: Strong economics
Scoping Study Strong economics Study metrics* at US$75 / lb long term uranium price For personal use only A$131m 2.45 years 42% A$257m US$33.31/lb US$16.06/lb CAPEX Payback IRR* NPV8* AISC Cash Costs (including contingency) (post-tax, real, (post-tax, real, (A$47.58/lb) (A$22.94 /lb) ungeared) ungea
Slide 7: Field Recovery Trial
Field Recovery Trial Derisking the Samphire project • Final step in the technical derisking of the project (wellfield recovery, in-situ chemistry, hydrogeology, reagent usage etc) For personal use only • Provides necessary inputs for the DFS and an important step towards full Mining Lease Applicatio
Slide 8: Resource Growth
Resource Growth Significant upside potential to grow upon existing Mineral Resource Estimate • 18 Mlbs(2) to support startup mining For personal use only operation at Blackbush with staged expansion. Blackbush – 14.2Mlbs Indicated, 3.8Mlbs Inferred – 12yr mine life at 1.2 Mlbs production rate per an
Slide 9: Upcoming Plans and Targets
Upcoming Plans and Targets Numerous upcoming news flow and milestones in 2025 and 2026 For personal use only 9 Global Uranium Conference | ASX:AGE | alligatorenergy.com.au
Slide 10: Big Lake Project
Big Lake Project Potential to unlock a new uranium province • Geologically analogous to world-class ISR fields in hydrocarbon For personal use only basins - Kazakhstan, Wyoming, Texas. • Same host sands as Beverley-Four Mile & Honeymoon. • Province never-before been drilled exploring for uranium. •
Slide 11: The Alligator Energy Value Proposition
The Alligator Energy Value Proposition Strong value proposition with multiple near-term share price rerating catalysts Alligator Energy For personal use only Tier 1 jurisdiction Experienced team to deliver projects on time and on budget Upside potential from multiple exploration opportunities
Slide 12: Disclaimer
Disclaimer Forward Looking Statements 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 expecta
Slide 13: Andrea Marsland-Smith, CEO
For personal use only Andrea Marsland-Smith CEO +61 (0) 7 3839 3904 E: ams@alligatorenergy.com.au www.alligatorenergy.com.au