Alligator Energy Ltd · ASX:AGE
Alligator Energy — Shareholder Meeting (November 2024)
25 slides from Alligator Energy's shareholder meeting presentation, Nov 22, 2024
Slide 1: Advancing Samphire Uranium Project and Exploration Success
ASX:AGE For personal use only Advancing Samphire Uranium Project and Exploration Success Alligator Energy – Annual General Meeting 2024
Slide 2: Disclaimer
Disclaimer Forward Looking Statements 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 expecta
Slide 3: ESG in practice: Operating philosophy
ESG in practice: Operating philosophy • We aim to add value in all of our decision-making for shareholders. For personal use only Shareholders • We wish to provide an engaging, challenging, enjoyable and respectful workplace for our employees. Communities Team • We respect the rights of landowners a
Slide 4: Uranium and Nuclear Fuel market
Uranium and Nuclear Fuel market • Primary mine supply, mine re-starts, new mines under development plus new planned mines still potentially not adequate for future supply. For personal use only • Re-start and new mines are experiencing delays due to approvals, typical / usual ramp up and commissioni
Slide 5: 2024 Highlights and achievements
2024 Highlights and achievements • Dec 2023 – Samphire Resource update to 17.5 Mlbs with 75% indicated resource – Exploration target range • Dec 2023 – Samphire Scoping Study update to 1.2Mlbs pa production For personal use only • Jan 2024 – Investment into EnviroCopper – copper ISR development comp
Slide 6: Samphire Uranium project: South Australia – experience in uranium
For personal use only Samphire Uranium project: South Australia – experience in uranium 6 Alligator Corporate Presentation | November 2024 | ASX:AGE
Slide 7: Samphire Highlights
For personal use only Samphire Highlights 20kms from JORC compliant Regional exploration Whyalla, SA resource opportunities Excellent regional 17.5 Mlbs uranium resource Exploration Target infrastructure and with significant scope for estimates additional skilled labour-force further growth 14 - 75
Slide 8: Samphire Uranium project: A highly competitive In-Situ Recovery project
Samphire Uranium project: A highly competitive In-Situ Recovery project • Initial capital cost estimate of A$131 million is low, despite significant contingencies and inflation totalling 35%. Conceptual Model of ISR For personal use only • AISC at the lower end of cost curve, due to: ➢ In-situ Recov
Slide 9: Samphire Uranium Project – Dec 2023 Scoping Study: 1.2 Mlbs pa project
Samphire Uranium Project – Dec 2023 Scoping Study† : 1.2 Mlbs pa project Study metrics* at US$75 / lb 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/l
Slide 10: Samphire Uranium Project – Blackbush Dec 2023 JORC Resource
Samphire Uranium Project – Blackbush Dec 2023 JORC Resource JORC Grade U3O8 Metal U3O8 Metal For personal use only Mt Category (U3O8 ppm) (KTonnes) (Mlbs) Indicated 7.8 754 5.9 12.9 Inferred 4.6 447 2.1 4.6 Total 12.4 640 7.9 17.5 Ref: ASX Release 7 December 2023 10 Alligator Corporate Presentation
Slide 11: Samphire Uranium Project – Blackbush 2024 Drilling
Samphire Uranium Project – Blackbush 2024 Drilling Significant uranium mineralisation intersections from Blackbush West uranium roll fronts has delivered further targets outside of the Inferred mineral resource. For personal use only Announced in ASX release dated 21 Nov 2024: • BBRM24-304: 1.3 mete
Slide 12: Further Extensions outside the Exploration Target Range Envelope
Further Extensions outside the Exploration Target Range Envelope Ground Gravity Survey- April 2024 For personal use only • Exploration target range – additional 14 to 75 Mlbs • Ground gravity data shows outstanding continuity of the Samphire palaeochannel system by 34 lineal km’s. • 50% increase to
Slide 13: Samphire Uranium Project – Field Recovery Trial (FRT)
Samphire Uranium Project – Field Recovery Trial (FRT) • Field Recovery Trial (FRT) construction targeted for end Q1 2025, pending regulatory approvals. Plant fully fabricated and For personal use only delivered to AGE’s Whyalla yard. • Post construction – FRT in operation for 3-4 months and consists
Slide 14: Samphire Uranium Project – Field Recovery Trial Plant
Samphire Uranium Project – Field Recovery Trial Plant Pilot plant layout • Fabrication of the containerised FRT processing plant completed - delivered to AGE’s Whyalla For personal use only yard in June 2024. • Expressions of Interest to five Whyalla based companies for onsite civils and pilot plant
Slide 15: Exploration projects
For personal use only Exploration projects NT, AUSTRALIA Alligator Rivers ITALY (ARUP) High Grade U Piedmont NW Ni-Co-Cu-Au-PGEs SA, AUSTRALIA Big Lake (Cooper Basin) ISR style U SA, AUSTRALIA Investment in EnviroCopper Ltd Copper ISR 15 Alligator Corporate Presentation | November 2024 | ASX:AGE
Slide 16: Big Lake Uranium Project, SA
Big Lake Uranium Project, SA • Overlies Cooper Basin in NW SA – under-explored for uranium despite geological analogies to world-class ISR For personal use only fields in hydrocarbon basins - Kazakhstan, Wyoming, Texas. • Several potential uranium sources including; weathering / leaching of underlyi
Slide 17: Big Lake Uranium - Inaugural Drilling Program Discovery Success
Big Lake Uranium - Inaugural Drilling Program Discovery Success • Inaugural drilling program intersected significant thicknesses of anomalous uranium mineralisation within interbedded palaeochannel sand units in the Namba Formation. For personal use only • Discovery is first proof of concept that si
Slide 18: Alligator Rivers Uranium Province, NT
Alligator Rivers Uranium Province, NT • Three projects: Nabarlek North, Tin Camp Creek and Beatrice, in Australia’s premier high-grade uranium For personal use only province. • Province is host to existing high-grade deposits including Jabiluka (358Mlb @ 5,300ppm U3O8). • Multiple uranium targets in
Slide 19: Alligator Rivers Uranium Province, NT
Alligator Rivers Uranium Province, NT 2024 Work Program at Nabarlek North: Focus drilling areas, 2024 • New high resolution airborne magnetic / radiometric For personal use only survey to better define key structures and host stratigraphy across the entire tenure (completed July 2024) • Reconnaissan
Slide 20: Investment into EnviroCopper Ltd ISR copper, SA
Investment into EnviroCopper Ltd ISR copper, SA • Alligator expanded energy minerals interests with $0.9M strategic investment in private group, EnviroCopper (ECL). For personal use only • This investment and resultant collaboration is extremely complimentary to our existing and substantial in-house
Slide 21: 2025 Key aims, targets and tasks
2025 Key aims, targets and tasks • Estimated Dec 2023 – Samphire Retention Lease approval (subject to final Ministerial decision) – information finalised in July 2024, we understand internal documentation and final administrative matters underway. For personal use only • Estimated Feb 2025 – Submiss
Slide 22: For personal use only
For personal use only ASX:AGE Greg Hall CEO +61 (0) 7 3839 3904 gh@alligatorenergy.com.au www.alligatorenergy.com.au
Slide 23: Board & Management
Board & Management Paul Dickson | Non-Executive Chairman Callum McIntyre | Alternate Director Paul is a finance and corporate advisory professional with more than 30 years’ experience Callum has extensive experience in the finance and technology industries, both in in the finance services industry.
Slide 24: Company Snapshot
Greg Hall (CEO), Andrea Marsland-Smith (COO), Paul Dickson Company Snapshot (Chair), Fiona Nicholls (NED) Capital Structure (as at 24 Oct 2024) For personal use only Share Price $0.048 Ordinary Shares 3,869.8 M Perf Shares, Listed & Unlisted Options 461.6 M Cash as at 30 June 2024 $ 28.7 M Market Ca
Slide 25: Samphire Uranium Project: Opportunity for a near carbon-free energy project
Samphire Uranium Project: Opportunity for a near carbon-free energy project • Lower power consumption as ISR method has no rock / For personal use only material movement, nor crushing / grinding of rock. Renewable power with backup may be adequate? • Distance to Whyalla may allow all electric vehicl
Alligator Energy — Shareholder Meeting (November 2024) on 6ix