Investor presentation
Logotype for Alligator Energy Limited

Alligator Energy (AGE) Investor presentation summary

Event summary combining transcript, slides, and related documents.

Logotype for Alligator Energy Limited

Investor presentation summary

28 Oct, 2026

Corporate position

  • Share price A$0.031 and market cap A$149.8M at 23 Oct 2026; cash A$25.4M at 30 Sep 2026; 4.83B ordinary shares.

  • Samphire is ~20 km southwest of Whyalla; local suppliers, council support and an approved Field Recovery Trial program support project development.

Samphire progress and resource

  • Samphire’s Blackbush and Plumbush resources total 30.0 Mlb U3O8: 18.0 Mlb at Blackbush and 12.0 Mlb Inferred at Plumbush; 15.8 Mlb of the total is Inferred.

  • Pattern 1 achieved the 70% uranium recovery industry benchmark over 70 pore volumes; 115 mg/L U3O8 grade and flow up to 5 L/s, with reagent use in the highly favourable category (~20 kg/t).

  • Trial results aligned with or exceeded Scoping Study assumptions; higher flow is an Feasibility Study optimisation opportunity, while Pattern 2 tested lower-grade, lower-flow orebody margins.

  • The separate Samphire Exploration Target is 10–35 Mlb U3O8; it is conceptual, with insufficient exploration to estimate a Mineral Resource in the target areas.

Drilling and growth plans

  • Jul–Dec 2026 program targets ~250 holes for ~22,000 m; by 7 Oct, 122 holes for >12,500 m had been drilled and just under half the planned program released.

  • Drilling confirmed channel continuity and mineralisation ~1 km south of Blackbush; 62 Plumbush infill holes aim to support conversion of Inferred resources to Indicated.

  • The Mullaquana Crown Lease option provides access for Plumbush and southern Blackbush extensions; exercise is due by 11 Mar 2028 for A$6.75M plus stamp duty and costs.

  • An updated Samphire resource estimate is planned by 30 Jun 2027; Feasibility Study delivery is targeted for Q4 2027.

Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.
All investor relations material. One API.
Learn more

Latest events from Alligator Energy