Melbourne Mining Club Presentation- 17 November 2015
Released
Released
Announcement PDF
ALLIGATOR ENERGY LTD
Greg Hall – Non-Executive Director
Melbourne Mining Club
Cutting Edge Series Presentation
November 2015
2
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 current
expectations involving a number of risks and uncertainties and are not guarantees of future performance of the
Company. These risks and uncertainties could cause actual results and the Company’s plans and objectives to differ
materially from those expressed in the forward-looking information. Actual results and future events could differ
materially from anticipated in such information. These and all subsequent written and oral forward-looking information
are based on estimates and opinions of management on the dates they are made and expressly qualified in their
entirety by this notice. The Company assumes no obligation to update forward-looking information should
circumstances or management’s estimates or opinions change.
Competent Persons Statement
The information in this presentation that relates to exploration results is based upon information compiled by Mr Robert
Sowerby. Mr Sowerby is a Member of the Australian Institute of Geoscientists and has sufficient experience which is
relevant to the style of mineralisation and type of deposit under consideration and to the activity which he is
undertaking to qualify as a Competent Person as defined in the 2012 Edition of the ‘Australasian Code for Reporting of
Mineral Resources and Ore Reserves’ (JORC CODE) for reporting exploration results. Mr Sowerby has consented in
writing to the inclusion of the data in the form and context in which it appears.
Energy Demand
By 2040, India’s energy demand closes in on that of the United States, even
though demand per capita remains 40% below the world average
Source: World Energy Outlook 2015
Nuclear power development
New plants coming on
line have largely
balanced old plants being
retired. Over 1996-2013,
66 reactors were retired
as 71 started operation.
The WNA estimates that
60 operating reactors will
close by 2030, with 272
new ones coming on line
– 65 currently under
construction
Uranium price
Incentive price US$60 / lb U3O8
ALLIGATOR ENERGY CORPORATE INFORMATION
9 month share price from ASX
Capital Structure
Issued shares
Unlisted options
Price (16-11-2015)
Market Cap
Cash (30/09/15)
350.9m
16.2m
$0.027
$9.5m
$2.4m
0.050
0.040
0.030
0.020
Top Shareholders
Macallum Group
Reef Inv.
Occasio Hold.
Robert Sowerby
HSBC
Auxiliatus PL
Westrade Res.
Greatside Holdings PL
HP Capital
Vial
ADL WA.
20.8%
5.0%
2.9%
2.5%
1.9%
1.8%
1.7%
1.5%
1.5%
1.1%
1.4%
Top 20 Shareholders
46%
November 15
Directors / Management
John Main
Robert Sowerby
Paul Dickson
Peter Mcintyre
Andrew Vigar
Greg Hall
Mike Meintjes
Chairman
CEO
NED
NED
NED
NED
Secretary
Page 6
Alligator Energy Ltd
Focused on the discovery of large
(>100Mlb U3O8), high grade
(>3000ppm U3O8) uranium
deposits with clear pathways for
approval and development.
Singular Focus on the ARUP.
Under-explored under cover.
Developing innovative
techniques to explore under
sandstone.
Alligator Rivers Uranium Province
(ARUP) vs Athabasca, Canada
Unlocking the Potential of the
ARUP
New Techniques to discover
Unconformity Deposits
Sandstone
Unconformity
Basement Metamorphics
Radon (a gas) diffuses into cover rocks, decays into daughter products,
away from uranium source
Analysing cover rocks for radon decay products reveals concealed uranium
deposits
Radon decay products (eg Pb isotopes) are a geochemical proxy for
uranium
November 15
Page 10
Project Focus in 2015 and 2016
Aboriginal Land Rights Act 1976.
The first legislation to legally recognise the Aboriginal system of land
ownership. Inalienable Freehold Title.
Conjunctive System
– Veto rights at the
exploration licence
application phase.
– Land Councils are
statutory bodies to
represent the interests
and protect the rights
of Traditional Owners.
–
Process is underpinned by the principle of – Free, Prior and
Informed Consent (FPIC)
AGE Pathways to Discovery and
Development
• Stable jurisdiction
• 34 years production history in the NT
• Development Partnerships on Tin Camp Creek Project
and Beatrice JV with Cameco
• Mining and Exploration Agreements in place with
Traditional Owners and Northern Land Council for
granted tenements.
• Success in achieving TO agreements
• AGE is now considering alternate models of working
with TO groups to advance its projects
ALLIGATOR ENERGY CORPORATE INFORMATION
Alligator Energy Limited
ASX: AGE
Suite 3,
36 Agnes Street
Fortitude Valley, QLD 4006
(07) 3852 4712
CEO and Managing Director:
Rob Sowerby
Chairman:
John Main
November 15
Page 14
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