Alligator Energy Ltd · ASX:AGE
Alligator Energy — Investor Presentation (May 2022)
26 slides from Alligator Energy's investor presentation, May 26, 2022
Slide 1: Investor Update
For personal use only ASX: AGE Investor Update GREG HALL CEO MAY 2022
Slide 2: Disclaimer
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 involving
Slide 3: Alligator Energy – Corporate
For personal use only Alligator Energy – Corporate 3 Investor Update | May 2022 | ASX:AGE
Slide 4: Alligator Energy – Vision and working with Stakeholders
Alligator Energy – Vision and working with Stakeholders For personal use only Alligator Energy is a responsible and progressive uranium and energy metals explorer and emerging producer Shareholders We look at our business activities through the eyes of our stakeholders: • From a shareholder viewpoin
Slide 5: Alligator Energy – Strategy
Alligator Energy – Strategy For personal use only • Advancing Samphire Uranium Project through resource enhancement, evaluation, pilot testwork, approvals and pre-development into production • Identify and test highly prospective exploration targets in its ARUP & Big Lake Uranium assets • Value add
Slide 6: Alligator Energy – Company Snapshot
Alligator Energy – Company Snapshot For personal use only Capital Structure (as at 23 May 2022) 12 Months Share Price (as at 23 May 2022) Share Price $0.067 Ordinary Shares 3,233.2M Listed Options 69.3M Performance Shares and 191.2M Unlisted Options Cash (as at 31 March) $27.7M Market Cap $216.6M Le
Slide 7: Our Team – The Board
Our Team – The Board For personal use only Paul Dickson Greg Hall Peter McIntyre Andrew J. Vigar Non-Executive Chairman CEO & Managing Director Non-Executive Director Non-Executive Director Finance and corporate advisory Mining Engineer/CEO – 35+ years in Civil Engineer/CEO. GM roles with Geologist/
Slide 8: Our Team – Management and Advisory
Our Team – Management and Advisory For personal use only Dr Andrea Marsland-Smith | Chief Operating Officer (COO) Tim Mosey | Independent Consultant, Denver Andrea was previously one of the five member Executive Management Team of Heathgate Resources, Tim has a geology / mining and project evaluatio
Slide 9: Uranium and Nuclear Market
Uranium and Nuclear Market • Uranium fundamentals supportive of higher prices, with World For personal use only Nuclear Association projecting long-term deficit in the uranium Reference Scenario for uranium supply and demand market • Push to decarbonisation has driven significant renewed interest in
Slide 10: What are Other Countries doing?
What are Other Countries doing? For personal use only US - Government credit support for nuclear industry. Reduction of purchases of uranium and EUP from Russia, and discussion of sanctions on Russian uranium China - Plans to build 150 reactors in next 15 years – currently building 3 to 5 per year J
Slide 11: Alligator Energy – Projects
For personal use only Alligator Energy – Projects 11 Investor Update | May 2022 | ASX:AGE
Slide 12: Alligator Energy – Project Locations
Alligator Energy – Project Locations For personal use only NT, AUSTRALIA ITALY Alligator Rivers (ARUP) Piedmont NW High Grade U Ni-Co-Cu-Au-PGEs SA, AUSTRALIA Big Lake SA, AUSTRALIA (Cooper Basin) ISR style U Samphire ISR style U resources 12 Investor Update | May 2022 | ASX:AGE
Slide 13: Alligator Energy – Portfolio Status
Alligator Energy – Portfolio Status For personal use only Project Current Status Next Steps • 47Mlb inferred uranium resources in two ISR amenable deposits (Blackbush & Plumbush).*2/3 • Completion of ANSTO test work, resource update to • Significant tenement holding surrounding both deposits to expa
Slide 14: Alligator Energy – Portfolio Status
Alligator Energy – Portfolio Status For personal use only Project Current Status Next Steps • Public seismic data reprocessing underway (incremental approach through tenements). • Broad continuous palaeochannel systems and other target host rocks identified in recently-acquired • Completion of geoph
Slide 15: The Samphire Uranium Project
The Samphire Uranium Project For personal use only Key aspects of Samphire • Historical 47Mlbs inferred uranium resource which AGE is optimising Whyalla • Coherent multi-level high-grade zones (>250ppm cut-off) spanning 1km at Blackbush*0. Multiple open positions not adequately tested Hole ID: Metre
Slide 16: The Samphire Uranium Project – Exploration & development potential
The Samphire Uranium Project For personal use only Exploration & development potential • Walk up drill targets for extension of known mineralisation at Blackbush − A number of open positions not adequately tested by previous drilling show potential for extensions of the known mineralisation • Plumbu
Slide 17: Samphire Project: Planned Activities and Workflow – 2022/23
Samphire Project: Planned Activities and Workflow – 2022/23 For personal use only 17 Investor Update | May 2022 | ASX:AGE
Slide 18: Alligator Rivers Project overview
Alligator Rivers Project overview For personal use only Key features of the Alligator Rivers Uranium Province (ARUP), NT: • A 100% owned project in Australia’s premier High- Grade uranium province • Province hots to existing high-grade deposits including Jabiluka (358Mlb @ 5,300ppm U3O8) • Multiple
Slide 19: ARUP vs Athabasca
ARUP vs Athabasca For personal use only The ARUP is analogous to Canada’s Athabasca Basin • The Athabasca Basin has been heavily explored and hosts some of the world’s largest uranium mines and deposits • ARUP is geologically analogous and has yielded some significant deposits. It remains very under
Slide 20: Big Lake
Big Lake For personal use only Key features of Big Lake Uranium, SA • Cooper Basin in NW South Australia is under explored for uranium, yet has geological analogies to existing world class ISR fields • Hydrocarbon basins in Kazakhstan, Wyoming and Texas represent analogous redox style uranium settin
Slide 21: Big Lake – Expanded uranium exploration search space
Big Lake For personal use only Expanded uranium exploration search space • Alligator has significantly expanded the uranium exploration search space in the Cooper Basin through a recent increase of the tenement package*7 to 10,802km2 • This decision was based on reprocessing publicly available seism
Slide 22: Piedmont
Piedmont For personal use only Key aspects of the Piedmont Project • Mineralisation characteristics are consistent with other magmatic models (low PGE and magmatic sulphur) • No significant exploration since production from historic mines ceased in the 1940s Piedmont • European jurisdiction – critic
Slide 23: Energy Metal Exploration at Piedmont
Piedmont For personal use only Energy Metal Exploration at Piedmont • Nickel exploration with notable Cobalt, Copper, PGE and Gold credits • Significant metal grades from surface rock sampling: 0.19 to 2.48% Ni, 0.02 to 0.19% Co and 0.07 to 6.38% Cu and 0.06 to 60.8g/t Au*6A+B • Multiple Ni showings
Slide 24: ASX References and Statements
ASX References and Statements For personal use only Reference Date Announcement Link 2924-02480654-2A1353533 (markitdigital.com); 2924-02503799- 31 January, 29 March and 0. Alligator Energy – Samphire Drilling Results reported to ASX 2A1365315 (markitdigital.com) and 2924-02520049-2A1373216 10 May 2
Slide 25: Cautionary Statement
Cautionary Statement Plumbush Inferred Mineral Resource - Cautionary Statement For personal use only In relation to the Plumbush Inferred Mineral Resource Estimate (stated in compliance with JORC 2004) of 21.8 million tonnes at grade of 292ppm eU3O8, containing 6,300t (13.9Mlbs) of mineralisation at
Slide 26: 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