Alligator Energy Ltd · ASX:AGE
Alligator Energy — Investor Presentation (September 2013)
25 slides from Alligator Energy's investor presentation, Oct 2, 2013
Slide 1: Alligator Energy Ltd
For personal use only Alligator Energy Ltd September 2013
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: Summary
Summary For personal use only • Dynamic pure play uranium exploration company with 2012 Maiden Resource • 1,300km₂ tenement in world-class high-grade Alligator River Uranium Province, Northern Australia • New high grade mineralisation and prospects defined in 2012 • Pipeline of quality Prospects and
Slide 4: Corporate Structure
Corporate Structure For personal use only Capital Structure Cash Position and 2013 Capital Raising Post Placement Cash Balance - 30 Jun2013 $2.65M 30th June 2013 and Rights Offer Placement @ $0.04 - 18 Sep 2013 $0.93M Issued Share Capital 155,585,000 205,761,162 Rights Issue 26.8M Shares @ Unlisted
Slide 5: Keys to Value in Uranium
Keys to Value in Uranium For personal use only Jurisdiction – LONG term security 30 years production in the ARUP Resource Quality – Size Grade Metallurgy ARUP >700Mlb @4000ppm U3O8 Stakeholder Relationships and Capacity Long Term Agreements in place. Credible Development Partnerships Cameco TCC Agre
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 261 M lb @ .3% U3O8 Produced 6
Slide 7: Alligator River Uranium Province
Alligator River Uranium Province For personal use only • High grade world class underexplored province located in Northern Australia • Analogous to the Athabasca Uranium Province, Canada, in terms of uranium endowment, geology and mineralisation styles • 700Mlb U₃0₈ endowment @ 4,000ppm U₃0₈ – 300ml
Slide 8: Exploration History
Exploration History For personal use only Athabasca 1970 1990 2010 Key lake Millenium Roughrider Rabbit Lake Cigar Lake McArthur River Cluff lake Discovered Discovered Discovered Discovered Discovered Discovered ARUP Howard Govt Elected 3 Mine Police Revoked 1970 1990 2010 Exploration Hiatus in ARUP
Slide 9: Board and Management
Board and Management For personal use only Chairman: Denis Gately – Respected Resources and Energy Legal Expert, Director of Gloucester Coal (Retiring 2013). CEO: Rob Sowerby – 25 years experience in resources industry, Extensive experience in uranium exploration and resource development. Formerly E
Slide 10: Incoming Directors
Incoming Directors For personal use only Mr John Main (Chairman Elect) Mr John Main is a geologist with 43 years of global experience in mineral exploration and evaluation, including executive positions with CRA and Rio Tinto. John has lead teams that have discovered eight deposits which have been o
Slide 11: Key achievements to date
Key achievements to date For personal use only • 2010 – Purchased the Tin Camp Creek Project from Cameco • 2011 February – Listed on ASX - AU$15 million in IPO • 2011 – Drilling of high grade U at Caramal • 2011 July – Strengthened regional position in ARUP including Mamadawerre JV with Cameco – 130
Slide 12: Tin Camp Creek Project
Tin Camp Creek Project For personal use only Granted Tenementrs acquired from Cameco in 2010 Numerous High grade occurrences And quality targets including Caramal: Caramal: 6.5Mlb U3O8 at 3,100ppm U3O8 South Horn: Historic Intersections incl: 14m @ 4,700 ppm U3O8 13m @ 2,100 ppm U3O8 Orion East: Roc
Slide 13: Orion Trend
Orion Trend For personal use only Orion North • 10km structural zone, numerous uranium anomalies • New mineralisation discovered in 2012 at Orion east Mintaka ,Orion Orion East and Caramal East • Strongly Radiogenic Groundwater identified at Caramal Orion North 10km • Caramal Resource defined April
Slide 14: Caramal - 2013 Drilling
Caramal -2013 Drilling For personal use only • Maiden 2012 Resource of 6.5Mlb U308 @3100ppm U308 • High grade deposit with geological similarities in style to Ranger • 2013 drilling to target potential repetitions of mineralisation to the north and south east within a broader structural corridor • B
Slide 15: Uraninite Mineralisation
Uraninite Mineralisation For personal use only
Slide 16: Caramal East
Caramal East For personal use only Caramal East • Located 1km east of Caramal Deposit • Initial drilling (2012) intersected anomalous uranium (13.8m @ 205ppm U3O8 in OBD12-003) • Strong silica alteration and bleaching in 10km sandstone over a broad area to the north of the anomalous uranium remains
Slide 17: Mintaka
Mintaka For personal use only Mintaka • Broad zones of Uranium anomalism (>100ppm) intersected in 2012 Drilling • Best Intersection to date in OBR12-040 (15m@512ppm U3O8 from 78m including 5m @ 10km 1292ppm from 85m) • Open along strike • EM Conductors untested Mintaka
Slide 18: Mintaka Cont.
Mintaka Cont. For personal use only Inset – 2012 Drilling Results 200m EM on Magnetics
Slide 19: Orion East
Orion East For personal use only ORION EAST • Surface mineralisation discovered in 2012 in N trending structure • Rock Chips upto 21,000ppm U3O8 10km • Mineralisation concealed by sandstone cover along strike • Untested by Drilling
Slide 20: Orion North
Orion North For personal use only ORION NORTH • Centred on Prominent N-S trending lineament • Prominent Radiometrics anomaly 10km associated with groundwater outflow. • Major Structures and EM Conductors indicated by Geophysics • Initial Drilling Planned in 2013
Slide 21: Orion North
Orion North For personal use only Orion North Target Priority Target under Sandstone cover Highly Radiogenic groundwater in the vicinity of target area. Initial Drilling targeting major structures and EM conductors Caramal 1 km U/Th on Satellite Image
Slide 22: Cameco Agreement
Cameco Agreement For personal use only • Cameco is one of the world’s largest uranium producers accounting for 16% of the global production in 2011 • Cameco have an option to buy back into a defined resource >20,000t U3O8 on the Tin Camp Creek Projectpurchased Project from them in 2010 • Buy back co
Slide 23: Mamadawerre JV
Mamadawerre JV For personal use only JV with Cameco with earn in up option up to 90% through exploration expenditure 2010 & 2011 exploration defined 1300m long zone of anamolous uranium Drilling planned to commence in 2014 23
Slide 24: 2013 Program Sept - December
For personal use only 2013 Program Sept - December Caramal 2,000m RC/Diamond Drill Testing Potential Extensions - Complete first week Oct Gorrunghar 500m RC/ Diamond Initial Drill test – Complete first week Oct Caramal East 600mRC/Diamond Initial Drill Test – Commence first week Oct Orion North 1,00
Slide 25: Contact Us
For personal use only Contact Us Rob Sowerby +61 7 3852 4712 rds@alligatorenergy.com.au www.alligatorenergy.com.au 25
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