Alligator Energy Ltd · ASX:AGE
Alligator Energy — Mines & Money Conference - Hong Kong 2011
25 slides from Alligator Energy's conference presentation, Mar 23, 2011
Slide 1: Presentation to Investors - Mines & Money Conference Hong Kong
For personal use only Alligator Energy Ltd Presentation to Investors Mines & Money Conference - Hong Kong Uranium exploration in one of the world’s premier uranium provinces. March 2011
Slide 2: Disclaimer
Disclaimer For personal use only 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 a number o
Slide 3: Why Uranium? Why Alligator?
Why Uranium ? Why Alligator ? For personal use only • Price forecasts driven by • Tenements with uranium increasing non discretionary mineralisation in highly demand and supply side endowed terrane. constraints. • Proven Board and • Supply sought from stable Management with uranium jurisdictions. ex
Slide 4: Alligator Energy Ltd
Alligator Energy Ltd For personal use only Uranium exploration company focused on the Alligator Rivers Uranium Province in the Northern Territory . • Admitted to ASX on the 3rd of February, 2011. • ASX code: AGE • Shares on issue: 155 million. Unlisted Options 15.25 million 13,250,000 @ $0.20 1,000,
Slide 5: Location
Location For personal use only • Tenements 275 km east of Darwin. • Darwin has an international airport and class 7 port.
Slide 6: ARUP Uranium Endowment
ARUP Uranium Endowment For personal use only
Slide 7: Uranium Demand and Pricing
Uranium Demand and Pricing For personal use only China recently announced an increase in planned nuclear capacity by 2020 to 112GW up from 70 GW. This adds to the 441 current operating reactors and 383 under construction or planned for the next decade.
Slide 8: Highlights
Highlights For personal use only Alligator’s intent is to discover the next world class uranium deposit in NT, Australia •The Tin Camp Creek Project is within the ARUP and 40km of 950 million lbs of high grade uranium resources (>0.3% U3O8). •Granted tenements with known uranium prospects ready to d
Slide 9: Key Personnel
Key Personnel For personal use only Rob Sowerby BAppSci MAIG, CEO & Director – Mr Sowerby has over 20 years experience in uranium, gold and base metals exploration including 10 years in the Northern Territory. His particular expertise is in uranium. He has previously worked at the Ranger Uranium Min
Slide 10: Tenement Position
For personal use only Tenement Position
Slide 11: Value through Access
Value through Access For personal use only • Arnhem Land underexplored due to previous access restrictions • Tin Camp Creek tenements are granted • Access Agreements in place with Traditional Owners and Northern Land Council (NLC) • Initial meetings with NLC and TO’s have been successful. Work can c
Slide 12: Competitive Advantages
Competitive Advantages For personal use only Social Licence Key Management Personnel have experience in exploring co- operatively with indigenous landowners and have built strong relationships with North Australian indigenous leaders. This experience was important in securing the Tin Camp Project fr
Slide 13: Cameco Buyback Option
Cameco Buyback Option For personal use only Tin Camp Creek Project purchased from Cameco for $ 3 million. Cameco have an option to buy back into 51% of a defined resource >20,000t U3O8 Buy Back cost = 51% x Total Resource (lbs U3O8) x 10% of Spot Price (2 year average). Buy back on resource pounds A
Slide 14: Prospective Basement Lithologies and High Grade Uranium Intercepts
Prospective Basement Lithologies and High Grade Uranium Intercepts For personal use only Caramal: 21m @ 5000 ppm U3O8 22.7m @ 3800 ppm U3O8 South Horn: 14m @ 4700 ppm U3O8 13m @ 2100 ppm U3O8 Two Rocks: 4m @ 8400 ppm U3O8 Gorrunghar: 8.6m @ 3300ppm U3O8
Slide 15: Caramal Drill Section W – E
Caramal Drill Section W – E. For personal use only Hole No. Interval (m) U3O8 ppm D-03 29.00 1800 D-05 15.64 4500 D-07 10.06 8600 D-08 15.24 3800 D-11 21.04 5000 D-12 7.32 2500 D-13 11.81 1700 D-19 22.71 3800 D-22 12.50 1500 D-24 9.00 2100 D-26 14.00 4500 D-27 10.00 3500
Slide 16: Exploration Analogue
Exploration Analogue For personal use only Jabiluka Caramal
Slide 17: South Horn Prospect
South Horn Prospect For personal use only South Horn Mineralisation associated with fractured Dolerite adjacent to Beatrice Fault Prospective Cahill Fm intersected on western side of fault under sandstone.
Slide 18: Two Rocks Prospect
Two Rocks Prospect For personal use only Untested radiometric anomalies occur along eastern half of trend. Considered “highly prospective”.
Slide 19: Exploration Logistics
Exploration Logistics For personal use only • The majority of priority target areas are accessible by vehicle • Established Camp at TCC Project – Replacement Cost approx $1 million.
Slide 20: Exploration in 2011
Exploration in 2011 For personal use only • January – March Re log and assay existing core. • Develop Caramal wireframe model for resource calculation. • Airborne geophysics. Contracts for drilling. • April – May process geophysics. Access preparation. Troy Casar Daley. • May, 2011. Commence Caramal
Slide 21: Exploration Results in 2011
Exploration Results in 2011 For personal use only • Re assay confirmed 10m @ 8699pp (0.87%) U308 in Caramal hole CA-7 • Assays identify gold and REE mineralisation. • Airborne magnetic survey being finalised with GeoDiscovery and Contractor. • Drilling contract being finalised. Co-operative weed man
Slide 22: Top Shareholders
Top 10 Shareholders For personal use only Shareholder Shares Percentage 1 MACQUARIE BANK LTD 17,500,000 11.27% 2 LAGOON CREEK RESOURCES PTY LTD 7,000,000 4.5% 3 MR ROBERT SOWERBY 5,500,000 3.54% 4 NATIONAL NOMINEES LIMITED 4,300,000 2.77% 5 MO U INVESTMENTS CO LTD 4,000,000 2.58% 6 BOND STREET CUSTO
Slide 23: Summary
Summary For personal use only • Uranium provides electricity to a rapidly developing world. • Alligator is exploring granted, mineralised tenements in the ARUP which hosts 950 million lbs of U3O8 • NT permits responsible uranium mining. • Alligator has uranium experienced Board and Management • Alli
Slide 24: Contact Details
Contact Details For personal use only • DDM Capital – Paul Dickson +61 3 9629 6888 paul@ddmcapital.com.au • Alligator – Rob Sowerby +61 7 3831-9154 rds@alligatorenergy.com.au • www.alligatorenergy.com.au
Slide 25: For personal use only
For personal use only
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