Alligator Energy Ltd · ASX:AGE
Alligator Energy — Investor Presentation (October 2023)
27 slides from Alligator Energy's investor presentation, Oct 31, 2023
Slide 1: Corporate Presentation October 2023
ASX: AGE For personal use only Corporate Presentation October 2023
Slide 2: Disclaimer
Disclaimer Disclaimer This presentation contains projections and forward-looking information that involve various risks and uncertainties regarding future events. Such forward-looking information can For personal use only include without limitation statements based on current expectations involving
Slide 3: Company Snapshot
Company Snapshot Capital Structure (at 27 October 2023) Leading Uranium Focussed Board For personal use only Share Price 0.052 Member Description Ordinary Shares* 3,862.3 M Paul is a finance and corporate advisory professional with more than 30 years’ Paul Dickson experience in the finance services
Slide 4: Board & Management
Board & Management Board and Management Team For personal use only Paul Dickson Gregory Hall Peter McIntyre Fiona Nicholls Callum McIntyre Non-Executive Chairman CEO & Managing Director Non-Executive Director Non-Executive Director Alternate Director Mike Meintjes Dr Andrea Marsland-Smith Mike Barlo
Slide 5: Multi-Project Uranium & Energy Mineral Portfolio
Alligator Energy: Multi-Project Uranium & Energy Mineral Portfolio Samphire Uranium Project, SA • Defined uranium JORC Resource and Scoping Study with For personal use only competitive economics. Significant scope to expand resource. Alligator Rivers Uranium Province, Arnhem Land, NT • Existing JORC
Slide 6: Uranium, Nuclear and Nuclear Fuels Market
Uranium, Nuclear and Nuclear Fuels Market What has occurred, and where is it heading? • Dec 2020 – Biden Administration support For personal use only • Mar 2020 – uranium spot price increase starts • June 2021 – Sprott Physical Uranium Fund • Feb 2022 – EU adds nuclear to Sustainable Energy • Mar 20
Slide 7: Project: Introduction
Samphire Uranium Project: Introduction ISR uranium project near Whyalla, with robust economics • Proven In Situ Recovery (ISR) operation planned, allowing For personal use only very low impact mining. • JORC Resource Estimate of 18.1Mlbs U3O8 and growing. • Robust initial Scoping Study based on 10Ml
Slide 8: Project: Mineral Resource Estimates
Samphire Uranium Project: Mineral Resource Estimates • Initial ISR Mineral Resource Estimate (August 2022) for the Blackbush Deposit of 14.8 Mlbs For personal use only (combined Inferred and Indicated) for a cut-off grade of 250ppm U3O8. • Increased to 18.1 Mlbs U3O8 (March 2023) following additiona
Slide 9: Samphire Uranium Project Scoping Study: Key Metrics
For personal use only Samphire Uranium Project Scoping Study: Key Metrics A$129.3 m 3.5 years 29% CAPEX Payback IRR* (including contingency) (post-tax, real, ungeared) A$152.0 m US$30.20 /lb US$17.9 /lb NPV8* AISC Cash Costs (post-tax, real, ungeared) (A$ 43.2 /lb) (A$25.6 /lb) *Calculated using US$
Slide 10: Project: Competitive Advantages of Future Project
Samphire Uranium Project: Competitive Advantages of Future Project Project boasts several key advantages Conceptual Site Layout Plan • Standard ISR, low impact mining - reduces capital and For personal use only operating costs, easier to rehabilitate. • Low initial capital cost estimate, despite inc
Slide 11: Project: Optimisation Opportunities
Samphire Uranium project: Optimisation Opportunities Potential to scale and optimise plant Conceptual Model of ISR • For personal use only Potential for higher initial production target with minimal capex increase, as major capital in Scoping Study sized for 20% additional operating capacity at 1.2M
Slide 12: Project – Scope for Mineral Resource Growth
Samphire Uranium Project – Scope for Mineral Resource Growth Strong Resource growth potential at Blackbush • For personal use only Currently 18.1Mlbs U3O8 from 11.4 million tonnes at 720 ppm U3O8. • Coherent multi-level high-grade zones with cumulative strike length of >2,700m and width between 300-
Slide 13: Project – Scope for Resource Growth
Samphire Uranium Project – Scope for Resource Growth Local and district-scale resource growth potential For personal use only • Plumbush Deposit not adequately tested nor is its relationship to Blackbush Deposit known. • High-resolution ground gravity acquired September 2022 to improve palaeochannel
Slide 14: Project: Next steps
Samphire Uranium Project: Next steps Intention to rapidly progress next steps DECEMBER 2023 For personal use only FABRICATION OF CONTAINERISED PILOT PLANT COMPLETE COMMENCE FIELD Q4 2024 Q1 2025 NOVEMBER 2023 RECOVERY TRIAL (FRT) FURTHER RESOURCE INITIAL CONDITIONAL SCOPING STUDY UPDATE (Subject to
Slide 15: Project: Next steps and news flow
Samphire Uranium Project: Next steps and news flow Intention to rapidly progress next steps • Resource drilling at Blackbush leading to updated Samphire resource – targeted announcement Nov 2023. For personal use only • Updated Scoping Study in parallel with anticipated higher production rate / mini
Slide 16: Project: Field Recovery Trial (FRT)
Samphire Uranium Project: Field Recovery Trial (FRT) • To better understand uranium extraction from underlying sediments (60 to 80 m below the surface) using ISR. For personal use only • Short-term (approx. 3-months) pilot FRT in early 2024, following receipt of all necessary approvals. • Approval f
Slide 17: Pilot Plant & Field Recovery Trial – early 2024
Samphire Uranium Project: Pilot Plant & Field Recovery Trial (FRT) – early 2024 • Project Task and Cost Schedule has been finalised. • Engineering Design of the processing plant and detailed P&ID’s have been For personal use only finalised. • Equipment procurement process has commenced with priority
Slide 18: Opportunity for a near carbon-free energy project
Samphire Uranium Project: Opportunity for a near carbon-free energy project Potentially close to carbon free project For personal use only • Lower power consumption as ISR method has no rock / material movement, nor crushing / grinding of rock. Renewable power with backup adequate? • Distance to Why
Slide 19: Alligator Energy – Other Projects
For personal use only Alligator Energy – Other Projects Corporate 19
Slide 20: Alligator Rivers Uranium Province, NT
Alligator Rivers Uranium Province, NT • 100% owned project in Australia’s premier High-Grade uranium province. • Province is host to existing high-grade deposits including Jabiluka (358Mlb For personal use only @ 5,300ppm U3O8). • Multiple uranium targets in well-defined regional uranium bearing zon
Slide 21: Big Lake Uranium Project, SA
Big Lake Uranium Project, SA • Overlies Cooper Basin in NW SA – under explored for uranium – geological analogies to existing world class ISR fields. • For personal use only Hydrocarbon basins in Kazakhstan, Wyoming and Texas represent analogous redox style uranium settings. • Several potential uran
Slide 22: Piedmont Ni Co Project Overview, Northern Italy
Piedmont Ni Co Project Overview, Northern Italy • Nickel exploration with notable Cobalt, Copper, PGE and Gold credits. For personal use only • Significant metal grades from surface rock sampling: 0.19 to 2.48% Ni, up to 0.19% Co and 0.07 to 6.38% Cu*. • Multiple Ni showings comparable to world clas
Slide 23: Project Pipeline
Project Pipeline EARLY-STAGE PROSPECTIVE DEVELOPMENT For personal use only CONCEPTUAL GREENFIELD GREENFIELD POTENTIAL BIG LAKE NABARLEK TIN CAMP SAMPHIRE Analogous to NORTH CREEK Blackbush Hydro-carbon Basins - U40 Nearology Caramal Resource 18.1 Mlb ISR Kazak & Wyoming Amenable Resource STRATEGIC P
Slide 24: Alligator Energy – ESG In Practice
For personal use only Alligator Energy – ESG In Practice Corporate 24
Slide 25: ESG in practice: Working with Stakeholders
ESG in practice: Working with Stakeholders • We aim to add value in all of our decision-making for For personal use only shareholders. Shareholders • We wish to provide an engaging, challenging, enjoyable and respectful workplace for our employees. Communities Team • We respect the rights of landown
Slide 26: ESG in Practice
ESG in Practice Alligator Rivers • Over 40 indigenous employees on drilling and exploration programs over 10 years. For personal use only • On country work and support for indigenous ranger groups – even when not exploring. • Nabarlek North agreement – potential for TO groups to become 25% partner.
Slide 27: Greg Hall CEO contact details
For personal use only ASX: AGE Greg Hall CEO +61 (0) 7 3839 3904 gh@alligatorenergy.com.au www.alligatorenergy.com.au
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