Alligator Energy Ltd · ASX:AGE
Alligator Energy — Investor Presentation (August 2026)
25 slides from Alligator Energy's investor presentation, Aug 6, 2026
Slide 1: Unveiling the Samphire Growth Strategy
ASX:AGE Investor Presentation Alligator Energy Ltd August 2026 Unveiling the Samphire Growth Strategy
Slide 2: Disclaimers
Disclaimers This presentation contains summary information about Alligator Energy Limited (Alligator, AGE, or the Company) and its subsidiaries (the Group), and their activities current only at the date of this presentation. This presentation is for information purposes only. The information in the
Slide 3: Disclaimers: Forward Looking Statements
Disclaimers Forward Looking Statements This presentation contains or may contain certain forward-looking statements and comments about future events, that are based on Alligator’s beliefs, assumptions and expectations and on information currently available to management as at the date of this presen
Slide 4: Corporate Overview
Corporate Overview A$0.053 4.44B 358.7M A$12.9M A$235.2M Share Price Ordinary Shares Listed and Cash Market Cap (@ 3 Aug 2026) Unlisted Options (@ 30 Jun 26) (@ 3 Aug 2026) SA, AUSTRALIA Big Lake (Cooper Basin) Shareholders1 ISR Style Uranium Directors & Executives Retail & HNW 1% SA, AUSTRALIA 70%
Slide 5: Board of Directors
Board of Directors Alligator’s directors have deep uranium and natural resources development expertise Paul Dickson Dr Andrea Marsland-Smith Gregory Hall Non-Executive Chairman CEO & Managing Director Non-Executive Director Finance and corporate advisory PhD-qualified Economic Geologist Mining engin
Slide 6: Leadership Team
Leadership Team A leadership team with 65 years of uranium exploration, evaluation, development and production experience Dr Andrea Marsland-Smith David Brink Christian Knott CEO & Managing Director General Manager – Operations General Manager – Approvals & Appointed CEO after serving as COO. David
Slide 7: Delivering Australia's Next Uranium Mine and Beyond
Delivering Australia’s Next Uranium Mine and Beyond Pathway to production and growing the business Recent Key Milestones Next Steps Production & Growth • Dec 23: Scoping study highlights robust • Results from FRT - inputs for the • Targeting production in 2030/2031 economics Feasibility Study (FS) a
Slide 8: Samphire Uranium Project: Whyalla, South Australia
Samphire Uranium Project: Whyalla, South Australia Excellent Location Decreases Risks Samphire is in an excellent location in South Australia • Samphire is located 20 km from Whyalla, South Australia, population c. 21,000. • State and local Government have expressed strong support for the project gi
Slide 9: Samphire: Field Recovery Trial (FRT) – Completed June 2026
Samphire: Field Recovery Trial (FRT) – Completed 30 June 2026 Excellent results from the FRT – key derisking event toward commercial ISR production Pattern 1: FRT Pilot Plant • Representative of the orebody targeted for initial development • Met or exceeded all industry benchmarks and AGE’s scoping
Slide 10: Samphire: Focus on Continual Derisking
Samphire: Focus on Continual Derisking Integrating a total 65 years of ISR operating experience into the planning phase • The wellfield is the value driver of an ISR project. • Drill spacing is critical: ─ Indicated Resources delineated on 25m drill hole spacing ─ This is closer spacing than the pla
Slide 11: Samphire: Resource Growth to Increase Mining Inventory
Samphire: Resource Growth to Increase Mining Inventory Significant upside to increase mining inventory from multiple areas Current Indicated and Inferred Resources Blackbush Mineral Resource Estimate of 18 Mlbs U3O8 supports startup mining operation with staged expansion, additional Plumbush Mineral
Slide 12: Samphire: Project Economics - Scoping Study (Dec 2023)
Samphire: Project Economics - Scoping Study (Dec 2023) Strong economics as outlined in the updated scoping study(1) underpin current valuations Study metrics* at US$75/lb long-term price (now c. US$94/lb) Production 1.2Mlbs per annum for an MRE of 18Mlbs U3O8 (MRE recently upgraded to 30Mlbs U3O8(2)
Slide 13: Big Lake Project
Big Lake Project Potential to unlock a new uranium province • Geologically analogous to large ISR fields associated with hydrocarbon basins such as Kazakhstan, Wyoming, and Texas. These basins host 50-200+Mlbs U3O8 target deposit size. • Same host sands as Beverley-Four Mile and Honeymoon • AGE's ma
Slide 14: Upcoming Plans and Targets
Upcoming Plans and Targets Numerous upcoming news flow and milestones CY 2026 CY 2027 CY 2028 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 FRT COMPLETED Q2 CY2026 Blackbush and Plumbush Drilling (1) Updated MRE Samphire FS Mining Lease Approvals Big Lake Drilling* Big Lake Exploration Target (1) Subject to drillin
Slide 15: Investment Highlights
Investment Highlights Australia’s next uranium producer with multiple near-term share price rerating catalysts Significant Tenure Secured Field Recovery Trial De- Robust Economics in a Tier 1 Jurisdiction Risking deposit recovery Binding call option over the Scoping study economics 70% uranium recov
Slide 16: Appendix 1: Samphire Mineral Resource Estimate
Appendix 1: Samphire Mineral Resource Estimate1 Grade U3O8 metal Tonnage (Mt) (U3O8 ppm) (Mlb) Blackbush(2) Indicated 8.2 786 14.2 Inferred 3.9 443 3.8 Plumbush(3) Inferred 14.9 370 12.0 Total 30.0 (1) AGE ASX Release 19 Jun 2026 – Samphire Resource Increases By 67% https://alligatorenergy.com.au/an
Slide 17: Appendix 2: Blackbush Mineral Resource Estimate
Appendix 2: Blackbush Mineral Resource Estimate(1) Grade U3O8 Metal JORC Category Mt (U3O8 ppm) (Mlbs) Indicated 8.2 786 14.2 Inferred 3.9 443 3.8 Total 12.1 676 18.0 The model is reported unconstrained and above a 250 ppm U3O8 lower cut-off grade for all zones in consideration of potential for reco
Slide 18: Appendix 3: Plumbush Mineral Resource Estimate
Appendix 3: Plumbush Mineral Resource Estimate1 Volume Density Tonnage Grade U3O8 metal JORC category (Mm³) (kg/m³) (Mt) (U3O8 ppm) (Mlb) Inferred – Total 7.9 1,873 14.9 370 12.0 1. The Mineral Resource is reported in accordance with the JORC Code (2012 Edition). 2. The Competent Person for the MRE
Slide 19: Appendix 4: Competent Persons' Statements
Appendix 4: Competent Persons’ Statements The information in this announcement that relates to the Blackbush Mineral Resource estimate (uranium) is based on and fairly represents information compiled by and generated by Mr Ingvar Kirchner, AMC Geology Manager (Perth) and a full-time employee of AMC
Slide 20: Appendix 5: Key Risks
Appendix 5: Key Risks Summary of Key Risks This risks section describes some of the potential risks associated with an investment in the Company. Any investment in the Company is subject to risk factors specific to the Company and its business activities and those of a general nature including gener
Slide 21: Appendix 5: Key Risks (continued)
Appendix 5: Key Risks (continued) Operational risk Adverse weather condition events, unforeseen increases in establishment costs, mechanical failures, human errors, industrial disputes or encountering unusual or unexpected geological formations and other unforeseen events, could lead to increased co
Slide 22: Appendix 5: Key Risks (continued)
Appendix 5: Key Risks (continued) Reserves and resources risk Estimating reserves and resources are subject to significant uncertainties associated with technical data and the interpretation of that data, future commodity prices, and development and operating costs. There can be no guarantee that th
Slide 23: Appendix 5: Key Risks (continued)
Appendix 5: Key Risks (continued) Mineral resources No assurance can be given that the pounds of uranium outlined in the MRE will be achieved during production or that the anticipated level of recovery will be realised. Mineral resource estimates are based upon estimates made by Alligator personnel
Slide 24: Appendix 5: Key Risks (continued)
Appendix 5: Key Risks (continued) Permitting, compliance and environment The current or future operations of the Group, including mineral exploration or development activities and commencement of production, require permits from governmental authorities and such operations are and will be governed b
Slide 25: Andrea Marsland-Smith, Blayney Morgan
Andrea Marsland-Smith CEO & Managing Director E: ams@alligatorenergy.com.au Blayney Morgan Interim Chief Financial Officer E: bm@alligatorenergy.com.au www.alligatorenergy.com.au Authorised for release by the Board of Alligator Energy Ltd
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