Alligator Energy Ltd · ASX:AGE
Alligator Energy — RIU Uranium Investment Day 2025
12 slides from Alligator Energy's conference presentation, Sep 11, 2025
Slide 1: Advancing Samphire Uranium Project into Trial Production
ASX:AGE For personal use only Advancing Samphire Uranium Project into Trial Production Andrea Marsland-Smith CEO September 2025 – RIU Uranium Investment Day
Slide 2: Disclaimer
Disclaimer Forward Looking Statements This presentation contains projections and forward-looking information that involve various risks and uncertainties regarding future events. Such forward-looking information can For personal use only include without limitation statements based on current expecta
Slide 3: Company Snapshot
Company Snapshot Capital Structure (as at 30 June 2025) Share Price A$ $0.029 For personal use only Ordinary Shares 4,430.1 M Listed & Unlisted Options 460.2M Cash as at 30 June 2025 (A$) $ 30.1 M June Share Placement (post issue costs) $ 16.2 M Market Cap A$ $128.5 M Top 50 Shareholders 30 June 202
Slide 4: Board & Management – uranium development, operational and marketing experience
Board & Management – uranium development, operational and marketing exp Paul Dickson | Non-Executive Chairman Callum McIntyre | Alternate Director Finance and corporate advisory professional and private equity manager with Extensive experience in the finance and technology industries in Australia an
Slide 5: Samphire Uranium project: South Australia
Samphire Uranium project: South Australia • Tier 1 uranium mining jurisdiction – 5 mines approved For personal use only • Flagship Samphire Project - Significant ISR resource with known expansion potential - Staged long life project • Coming to market late this decade - Positioning to be the next ur
Slide 6: Samphire Uranium Project: A highly competitive In-Situ Recovery Project
Samphire Uranium Project: A highly competitive In-Situ Recovery Project Resource Depth (~80-100m) • The right ISR conditions For personal use only • 18 Mlbs to support startup mining operation with staged expansion (14.2Mlbs Indicated, 3.8Mlbs Inferred). 18 Mlbs (1) - Second satellite deposit at Plu
Slide 7: Samphire Uranium Project – Dec 2023 Scoping Study: 1.2 Mlbs pa Project
Samphire Uranium Project – Dec 2023 Scoping Study† : 1.2 Mlbs pa Project Study metrics* at US$75 / lb long term uranium price For personal use only A$131m 2.45 years 42% A$257m US$33.31/lb US$16.06/lb CAPEX Payback IRR* NPV8* AISC Cash Costs (including contingency) (post-tax, real, (post-tax, real,
Slide 8: Further Extensions outside the Exploration Target Envelope
Further Extensions outside the Exploration Target Envelope Samphire Million Tonnes Million Pounds Uranium Project eU3O8 (ppm) (Mt) (Mlbs) eU3O8 Area For personal use only Total 16 - 37 390 - 903 14 - 75 (Exclusive of the Blackbush Mineral Resource – ASX Announcement 7 Dec 23). Blackbush The potentia
Slide 9: Samphire Uranium Project – Field Recovery Trial (FRT)
Samphire Uranium Project – Field Recovery Trial (FRT) • Field Recovery Trial (FRT) - Approval recently obtained (late August) For personal use only - Final step in de-risking the Project - Provides the necessary inputs for DFS - Marks an important step toward full Mining Lease Application to commenc
Slide 10: Plans and Targets – 2025 Year and into 2026
For personal use only Plans and Targets – 2025 Year and into 2026 10 Alligator Corporate Presentation | September 2025 | ASX:AGE
Slide 11: Big Lake Uranium Project, SA – New Discovery
Big Lake Uranium Project, SA – New Discovery • Geologically analogous to world-class ISR fields in hydrocarbon basins - Kazakhstan, Wyoming, Texas. For personal use only • Same host sands as Beverley-Four Mile & Honeymoon. • Province never-before been drilled exploring for uranium. • Inaugural drill
Slide 12: Andrea Marsland-Smith, CEO
For personal use only ASX:AGE Andrea Marsland-Smith CEO +61 (0) 7 3839 3904 ams@alligatorenergy.com.au www.alligatorenergy.com.au