Alligator Energy Ltd · ASX:AGE
Alligator Energy — Investor Presentation (February 2014)
15 slides from Alligator Energy's investor presentation, Feb 24, 2014
Slide 1: Renewed Focus and Strategy for 2014
For personal use only ALLIGATOR ENERGY LTD Renewed Focus and Strategy for 2014 Corporate Presentation - February 2014
Slide 2: Disclaimer
2 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 involvin
Slide 3: AGE in 2014
3 AGE in 2014 For personal use only Board Restructured – New Directors John Main (Chairman) and Peter McIntyre Strong Cornerstone Investment from Macallum Group recognises broader potential of AGE tenements Clear Corporate Focus on discovery of 100Mlb U3O8 deposits, minimum 5m%+ U3O8 intersections R
Slide 4: MGL Investment
4 MGL Investment For personal use only MGL investment in October 2013 through 15% placement, rights uptake and partially underwriting rights issue. Why MGL Invested in AGE: Recognition of ARUP as a premier global uranium province globally. Strong tenement position in the terrane Inventory of highly
Slide 5: AGE in review
5 AGE in review For personal use only Since listing on the ASX, February 2011 AGE has delivered on its commitments: Completed in excess of 20,000m of RC & diamond drilling. Defined Caramal resource and broader lower grade extensions/halo Defined South Horn, Gorrunghar, Two Rocks, Mintaka, Orion Nort
Slide 6: Discovering 100Mlb U3O8
6 Discovering 100Mlb U3O8 For personal use only AGE’s objective is the discovery of 100Mlb+U3O8 deposits • Seeking minimum 5m% U3O8 intersections Real world exploration is a business of probabilities; • testing enough targets for a high probability of discovery • targets that meet clear technical cr
Slide 7: Targeting in 2014/2015
7 Targeting in 2014/2015 For personal use only Drill Targets ranked on technical criteria Uranium Deposits Metal or Pathfinders - presence of Uranium and/or pathfinders (Au, Pd, Sandstone ~ 1.6By HREE, Pb isotopes, radiometrics) Ore Geology – Favourable structure and host Schists ~ 2.2By rocks, prox
Slide 8: Location
For personal use only Location 8
Slide 9: Tin Camp Creek Project
9 Tin Camp Creek Project For personal use only Numerous High grade occurrences and quality targets including: Caramal Deposit: 6.5Mlb U3O8 at 3,100ppm U3O8 South Horn: Historic Intersections incl: 14m @ 4,700 ppm U3O8 13m @ 2,100 ppm U3O8 Orion East: Rock chips upto 21,000ppm U3O8 Orion North: Radio
Slide 10: 2014 Drill Targets
10 2014 Drill Targets For personal use only 2014 – Drill test five “A” Targets Orion North NE Myra Orion East Mintaka Orion South 2014 – Upgrade five “B” Targets Geophysical and Geochemical Surveys
Slide 11: Mintaka
11 Mintaka For personal use only Metal and Pathfinders Uranium intersected in 2012 up to 5m@1292ppm U3O8 Radiometric anomalies Geology Faulted Archaean/Lower Cahill Fm contact under Kombolgie Geophysics EM Conductors Major structures evident in magnetics
Slide 12: Orion North
12 Orion North For personal use only Geology Faulted Archaean/Lower Cahill contact under/adjacent to Kombolgie Geophysics EM Conductors and magnetics define major structures Metal and Pathfinders Anomalous U and Radium 226 Radiometric anomalies Anomalous pathfinders at unconformity in recent drillin
Slide 13: Recent uranium market developments
Recent uranium market developments For personal use only 11th Dec 2013, Russia/US Megatons to Megawatts program ceased. 24Mlb/yr U3O8 removed from global supply Priority Target under Jan 16th 2014, Canadian based Uranium Participation Corporation Sandstone raises $50mcover for the purpose of buying
Slide 14: AGE Share Price vs Uranium Spot Price
14 AGE Share Price vs Uranium Spot Price For personal use only $0.22 $70 AGE Share Price Spot Price($/lb U3O8) $0.17 $60 $0.12 $50 $0.07 $40 $0.02 3 Feb 2011 22 Jun 11 10 Nov 11 29 Mar 12 16 Aug 12 3 Jan 13 22 May 13 10 Oct 13 $40 Analysts Forecasts – Spot Price in 2014 RBC Capital Markets $55/lb Ma
Slide 15: Alligator Energy
15 For personal use only Alligator Energy ABN 79140575604 Suite 1 36 Agnes Street Fortitude Valley, QLD 4006 Contact Us Ph: (07) 3852 4712 Fax: (07) 3852 5684 ASX Code: AGE Rob Sowerby Number of Shares: +61 7 3852 4712 205.8M Ordinary Shares 14.5M Unlisted Options rds@alligatorenergy.com.au Board of
Alligator Energy — Investor Presentation (February 2014) on 6ix