Alligator Energy Ltd · ASX:AGE
Alligator Energy — Noosa Mining Conference 2023
16 slides from Alligator Energy's conference presentation, Nov 17, 2023
Slide 1: Noosa Mining Conference November 2023
ASX: AGE For personal use only Noosa Mining Conference November 2023
Slide 2: Disclaimer
Disclaimer 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 For personal use only current expectations involving
Slide 3: Company Snapshot
Company Snapshot Capital Structure (at 14 November 2023) Leading Uranium Focussed Board For personal use only Share Price 0.054 Member Description Ordinary Shares* 3,862.3 M Paul is a finance and corporate advisory professional with more than 30 years’ Paul Dickson experience in the finance services
Slide 4: Commodity Price Drivers
Commodity Price Drivers Key drivers behind the pick-up in the Uranium spot price: • Global Energy Transition – Net Zero by 2050 initiative For personal use only - Biden Administration and EU support for nuclear - 60 reactors under construction across 15 countries – WNA Aug 2023 - 11 reactors (33 sti
Slide 5: Project: Introduction
Samphire Uranium Project: Introduction ISR uranium project near Whyalla, with robust economics • Proven In Situ Recovery (ISR) operation planned, allowing For personal use only very low impact mining. • JORC Resource Estimate of 18.1Mlbs U3O8 and growing. • Robust initial Scoping Study based on 10Ml
Slide 6: Samphire Uranium Project Scoping Study: Key Metrics
For personal use only Samphire Uranium Project Scoping Study: Key Metrics A$129.3 m 3.5 years 29% CAPEX Payback IRR* (including contingency) (post-tax, real, ungeared) A$152.0 m US$30.20 /lb US$17.9 /lb NPV8* AISC Cash Costs (post-tax, real, ungeared) (A$ 43.2 /lb) (A$25.6 /lb) *Calculated using US$
Slide 7: Project: Competitive and Optimisation Opportunities
Samphire Uranium project: Competitive and Optimisation Opportunities Conceptual Model of ISR • ISR - Low initial capital cost estimate, despite inclusion For personal use only of significant contingencies and inflation of 40%. • Low end AISC due to shallow deposit, excellent formation porosity, high
Slide 8: Project – Scope for Mineral Resource Growth
Samphire Uranium Project – Scope for Mineral Resource Growth Strong Resource growth potential at Blackbush • Currently 18.1Mlbs U3O8 from 11.4 million For personal use only tonnes at 720 ppm U3O8. • Coherent multi-level high-grade zones with cumulative strike length of >2,700m and width between 300-
Slide 9: Project – Scope for Resource Growth
Samphire Uranium Project – Scope for Resource Growth Local and district-scale resource growth potential For personal use only • Plumbush Deposit not adequately tested nor is its relationship to Blackbush Deposit known. • High-resolution ground gravity acquired September 2022 to improve palaeochannel
Slide 10: Project: Next steps
Samphire Uranium Project: Next steps Intention to rapidly progress next steps DECEMBER 2023 For personal use only FABRICATION OF CONTAINERISED PILOT PLANT COMPLETE COMMENCE FIELD Q4 2024 Q1 2025 NOVEMBER 2023 RECOVERY TRIAL (FRT) FURTHER RESOURCE INITIAL CONDITIONAL SCOPING STUDY UPDATE (Subject to
Slide 11: Project: Field Recovery Trial (FRT)
Samphire Uranium Project: Field Recovery Trial (FRT) • To better understand uranium extraction from underlying sediments (60 to 80 m below the surface) using ISR. For personal use only • Short-term (approx. 3-4 months) pilot FRT in 1H 2024, following receipt of all necessary approvals. • Approval fo
Slide 12: Project: Pilot Plant & Field Recovery Trial (FRT) – early 2024
Samphire Uranium Project: Pilot Plant & Field Recovery Trial (FRT) – early 2024 • Project Task and Cost Schedules established and operating. • Engineering Design of pilot plant and detailed P&ID’s in place. For personal use only • Fabrication and fit out of containers with built-in bunding has comme
Slide 13: Alligator Rivers Uranium Province, NT
Alligator Rivers Uranium Province, NT • 100% owned project in Australia’s premier high-grade uranium province. • Province is host to existing high-grade deposits including Jabiluka (358Mlb For personal use only @ 5,300ppm U3O8). • Multiple uranium targets in well-defined regional uranium bearing zon
Slide 14: Big Lake Uranium Project, SA
Big Lake Uranium Project, SA • Overlies Cooper Basin in NW SA – unexplored for uranium despite geological analogies to existing world-class ISR fields. • For personal use only Hydrocarbon basins in Kazakhstan, Wyoming and Texas represent analogous redox style uranium settings. • Several potential ur
Slide 15: Project Pipeline
Project Pipeline EARLY-STAGE PROSPECTIVE DEVELOPMENT For personal use only CONCEPTUAL GREENFIELD GREENFIELD POTENTIAL BIG LAKE NABARLEK TIN CAMP SAMPHIRE Analogous to NORTH CREEK Blackbush Hydro-carbon Basins - U40 Nearology Caramal Resource 18.1 Mlb ISR Kazak & Wyoming Amenable Resource STRATEGIC P
Slide 16: For personal use only
For personal use only ASX: AGE Mike Meintjes CFO +61 (0) 7 3839 3904 mm@alligatorenergy.com.au www.alligatorenergy.com.au