Alligator Energy Ltd · ASX:AGE
Alligator Energy — RIU Fremantle (February 2026)
15 slides from Alligator Energy's conference presentation, Feb 17, 2026
Slide 1: Investor Presentation: Samphire Uranium Project
ASX:AGE For personal use only Investor Presentation Samphire Uranium Project February 2026 Advancing Into Trial Production
Slide 2: 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 3: Corporate Overview
Corporate Overview For personal use only Capital Structure A$0.047 4,437.0 M 364.3 M $20.6 M A$208.5 M Share Price Ordinary Shares Listed and Cash (@ 31/12/25) Market Cap (@ 11/2/26) (@ 11/2/26) Unlisted Options Top 50 Shareholders Directors & Executives 6.0% Retail 38.0% Institutions 56.0% 3 Invest
Slide 4: Samphire Uranium Project: South Australia
Samphire Uranium Project: South Australia Excellent location with positive stakeholder relations For personal use only • Located in South Australia, a premier uranium jurisdiction globally • Proven approvals process with 5 mines approved in the state • Samphire is just 20 kms from Whyalla, an iron a
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 Stage 1 Stage 2 Stage 3 Recent Milestones FRT - Derisking Production • Updated scoping study • Technical and economic • Targeting first production in highlights strong project der
Slide 6: Stage – Current Status
Stage 1 – Current Status Strong economics as outlined in the updated scoping study(1) underpin current valuations 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 contin
Slide 7: Stage – Completion of Field Recovery Trial
Stage 2 – Completion of Field Recovery Trial Significant investment in the design and plan phase to successfully scale up lab scale results Construction completed on time and For personal use only under budget • Final commissioning taking place • Field recovery trials commencing imminently • Recover
Slide 8: Stage – Derisking
Stage 2 – Derisking Proactively derisking Samphire through insights gained from recent ISR developers Integrating 20 years of ISR technical knowledge For personal use only Insights gained from other developers • A measured ramp up profile • Thorough work on permeability and porosity – well spacing •
Slide 9: Stage – Resource Growth to Increase Mining Inventory
Stage 3 – Resource Growth to Increase Mining Inventory Significant upside to increase mining inventory from multiple areas • 18 Mlbs(1) to support startup mining operation at Blackbush with For personal use only staged expansion. • Exploration Target of 14 - 75 Mlbs demonstrates significant potentia
Slide 10: Upcoming Plans and Targets
Upcoming Plans and Targets Numerous upcoming news flow and milestones in 2025 and 2026 For personal use only 2025 2026 Q4 Q1 Q2 Q3 Q4 FRT construction and commissioning: FRT operations: Samphire BFS: EOI Select & appoint BFS Mining lease approvals: 10 Investor Presentation | ASX:AGE | alligatorenerg
Slide 11: Investment Highlights
Investment 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 Simulating commercial In situ mining team Additio
Slide 12: Big Lake Project
For personal use only Big Lake Project 12
Slide 13: Big Lake Project: Potential to unlock a new uranium province
Big Lake Project Potential to unlock a new uranium province • Australian Mining Prospect Discovery of the Year For personal use only • Geologically analogous to world-class ISR fields in hydrocarbon basins - Kazakhstan, Wyoming, Texas • Same host sands as Beverley-Four Mile & Honeymoon. • Province n
Slide 14: The Alligator Energy Value Proposition
The Alligator Energy Value Proposition Strong value proposition with multiple near-term share price rerating catalysts Investment Proposition For personal use only • Tier 1 jurisdiction • Experienced team to deliver projects on time and on budget Key Milestone Catalysts • Upside potential from multi
Slide 15: 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