Alligator Energy Ltd · ASX:AGE
Alligator Energy — Investor Presentation (April 2013)
24 slides from Alligator Energy's investor presentation, Apr 9, 2013
Slide 1: Alligator Energy Ltd
For personal use only Alligator Energy Ltd April 2013
Slide 2: Disclaimer & Competent Persons Statement
Disclaimer & Competent Persons Statement 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 c
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 • Strong team including two experienced uranium geologists • Compelling mid-to-long term uranium
Slide 4: 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 ARUP >700Mlb @4000ppm U3O8 Metallurgy Stakeholder Relationships and Long Term Agreements in place. Capacity Credible Development Partnerships Cameco
Slide 5: Nuclear Power Reaffirmed
Nuclear Power Reaffirmed For personal use only Electricity generation in developing Asia is Key nations indicating continuing expected to triple in the next 20 years support for nuclear : China India South Korea Russia (70% of new plants) + USA, UK, UAE, others Since the tsunami induced nuclear acci
Slide 6: Supply & Demand
Supply & Demand For personal use only • Major disconnect between spot price and industry demand for new resources • Total uranium supply in 2011 was approximately 170mlb U₃O₈ pa • Forecast increase in demand to 2025 is est. +100mlb pa (270mlb total) • The USA-Russia HEU deal ends in November 2013 re
Slide 7: Board and Management
Board and Management For personal use only Chairman: Denis Gately – Respected Resources and Energy Legal Expert, Director of Xanadu Mines Ltd CEO: Rob Sowerby – 25 years experience in resources industry, Extensive experience in uranium exploration and resource development. Formerly ERA, North Ltd, L
Slide 8: 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 9: 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 three Tin Camp Creek tenements purchased from them in 2010 • Buy back c
Slide 10: 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 11: 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 Orion Trend 261 M lb @ .3% U3O8 Produced 11
Slide 12: Tin Camp Creek Project
Tin Camp Creek Project For personal use only Orion Trend
Slide 13: Orion Trend
Orion Trend For personal use only Orion North New mineralisation discovered Major advances in geological understanding. Improved Targeting Confidence Orion east • Caramal Resource defined April 2012 Caramal • 6.5Mlb @3,100ppm U3O8 10km • Offset mineralisation Model Proven • 15m @ 4371ppm U3O8
Slide 14: Caramal
Caramal For personal use only Potential to Expand Resource in 2013 • Maiden 2012 Resource of 6.5Mlb U308 @3100ppm U308 • High grade deposit with strong similarities in style to Ranger • Potential to expand resource to the north and south east in fault displaced mineralisation (offset mineralisation)
Slide 15: Uraninite Mineralisation
Uraninite Mineralisation For personal use only
Slide 16: Mintaka
For personal use only 10km Mintaka Mintaka
Slide 17: Mintaka Cont.
Mintaka Cont. For personal use only Key Points Broad zones of Uranium anomalism (>100ppm) Open along strike Extensive Chlorite Alteration Intensity of alteration and mineralisation increases to NW. Intersection of major structures occurs 400malong strike to NW. EM Conductors untested
Slide 18: Orion East
Orion East For personal use only ORION EAST • Surface mineralisation identified in N trending structure • Mineralisation also adjacent to major ENE trending 10km structure • Outcropping geology suggests prospective Cahill sequence may occur 200 metres further north, under sandstone cover • Rock Chip
Slide 19: Orion North
Orion North For personal use only ORION NORTH Centred on Prominent N-S trending lineament Prominent Radiometrics anomaly associated with groundwater outflow. 10km Circular feature in Altered Sandstone Cahill Fm Interpreted under sandstone
Slide 20: Orion North
Orion North For personal use only Drill target under Sandstone Radiometric Anomalies associated with groundwater seeps from base of sandstone.
Slide 21: 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 to commence in 2013 21
Slide 22: 2013 – Focus on Resource Growth
2013 – Focus on Resource Growth For personal use only Phase 1: Last week of May to End June - Caramal and Mintaka Final Drill out of Caramal deposit area to determine Resource extent. 1500m RC/DD Drilling of Mintaka Prospect to determine resource potential 1500m RC/DD Phase 2: Mid July to Mi
Slide 23: Corporate Structure
Corporate Structure For personal use only Market Cap (@7c): $10.9 Million Shares on Issue: 155 Million Cash (31/12/2012) $3.1 Million Last Financing: IPO – February 2011 Significant Shareholders (at 1 Nov 2012) % Macquarie Bank Ltd 11.3% Mr Robert Sowerby 3.6% Lagoon Creek Resources Pty Ltd 2.7% Nat
Slide 24: Contact Us
For personal use only Contact Us Greg Duncan Rob Sowerby +61 7 3852 4712 +61 7 3852 4712 gnd@alligatorenergy.com.au rds@alligatorenergy.com.au www.alligatorenergy.com.au 24
Alligator Energy — Investor Presentation (April 2013) on 6ix