Alligator Energy Ltd · ASX:AGE
Alligator Energy — Red Cloud Securities Pre-PDAC (February 2025)
18 slides from Alligator Energy's conference presentation, Feb 28, 2025
Slide 1: Advancing Samphire Uranium Project into Trial Production
ASX:AGE For personal use only Advancing Samphire Uranium Project into Trial Production Red Cloud Securities Pre-PDAC Greg Hall – CEO – February 2025
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: Company Snapshot
Company Snapshot Capital Structure (as at 29 Jan 2025) For personal use only Share Price $0.036 Ordinary Shares 3,873.6 M Perf Shares, Listed & Unlisted Options 462.2 M Cash as at 31 Dec 2024 $ 20.2 M Market Cap $140 M Top 50 Shareholders Brokers & Banks 19% Retail 45% Directors & Executives 5% Inst
Slide 4: Investment Highlights – Alligator Energy Ltd
For personal use only Investment Highlights – Alligator Energy Ltd (ASX: AGE) Tier One location Experienced Team Trial Production Samphire ISR Uranium Project in Exp ISR production team in place, ISR Field Recovery Trial planned South Australia, tier one location uranium Executives, marketing for H2
Slide 5: Uranium and Nuclear Fuel market
For personal use only Uranium and Nuclear Fuel market 5 Alligator Corporate Presentation | February 2025 | ASX:AGE
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 | February 2025 | 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 satellite prospect to drill, with estimates additional skilled labour-force significant sco
Slide 8: Samphire Uranium project: A highly competitive In-Situ Recovery project
Samphire Uranium project: A highly competitive In-Situ Recovery project • Initial low capital cost estimate of A$131 million, despite significant contingencies totalling 35%. For personal use only • AISC at the lower end of cost curve, due to: Conceptual Model of ISR ➢ In-situ Recovery (ISR) amenabl
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 2024 Drilling and resource update
Samphire Uranium Project – Blackbush 2024 Drilling and resource update 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: •
Slide 11: 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 12: Samphire Uranium Project – Field Recovery Trial (FRT)
Samphire Uranium Project – Field Recovery Trial (FRT) • Field Recovery Trial (FRT) construction targeted for mid year pending PEPR (operating plan) regulatory approval. Plant fully For personal use only fabricated and delivered to AGE’s Whyalla yard. • FRT operation for 3-4 months and consists of th
Slide 13: 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 July 2024. • Expressions of Interest to five Whyalla based companies for onsite civils and pilot plant
Slide 14: 2025 Plans and Targets
2025 Plans and Targets • Jan – Retention Lease approval with assigned conditions for Field Recovery Trial (FRT) • Feb – Submission of Program for Environment Performance and Rehabilitation (PEPR) – FRT operating plan For personal use only • Feb – Start of second exploration program on Big Lake Urani
Slide 15: 2025 Plans and Targets
For personal use only 2025 Plans and Targets 15 Alligator Corporate Presentation | February 2025 | ASX:AGE
Slide 16: 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 16 Alligator Corporate Presentation | February 2025 | ASX:AGE
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: 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
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