Alligator Energy Ltd · ASX:AGE
Alligator Energy — IMARC - Sydney 2026
18 slides from Alligator Energy's conference presentation, Oct 29, 2026
Slide 1: Delivering the Samphire Growth Strategy
ASX:AGE rsonal use only IMARC - Sydney Alligator Energy Ltd 29 October 2026 Delivering the Samphire Growth Strategy
Slide 2: Disclaimers
Disclaimers This presentation contains summary information about Alligator Energy Limited (Alligator, AGE or the Company) and its subsidiaries and their activities, current only at the date of this presentation. This presentation is for information purposes only. The information in the presentation
Slide 3: Forward-Looking Statements
Forward-Looking Statements This presentation contains or may contain certain forward-looking statements and comments about future events, that are based on Alligator’s beliefs, assumptions and expectations and on information currently available to the Board and management as at the date of this pres
Slide 4: Corporate Overview
Corporate Overview rsonal use only A$0.031 4.83B 318.1M A$25.4M A$149.8M Share Price Ordinary Shares Listed and Cash Market Cap (@ 23 Oct 2026) Unlisted Options (@ 30 Sep 2026) (@ 23 Oct 2026) Shareholders(1) Directors & Executives 1% Retail & HNW 66% (2) Institutions 33% (1) Share register analysis
Slide 5: Board and Management
Board and Management Over a century of uranium experience across the Board and management team Board and Management Board of Directors rsonal use only Paul Dickson Gregory Hall Fiona Nicholls Daniel Lougher Non-Executive Chairman Non-Executive Director Non-Executive Director Non-Executive Director 3
Slide 6: Samphire Uranium Project: Whyalla, South Australia
Samphire Uranium Project: Whyalla, South Australia Excellent location decreases risks LOCAL GOVERNMENT: • Whyalla City Council is strongly supportive of the project, given rsonal use only WHYALLA the region’s economic challenges following the blast furnace c. 20 km closure, steelworks administration
Slide 7: Delivering Australia's Next Uranium Mine and Beyond
Delivering Australia’s Next Uranium Mine and Beyond Pathway to production and growing the business Recent Key Milestones Next Steps Production & Growth rsonal use only • Dec 2023: Scoping Study highlights • Trial results feed into the Feasibility • Targeting production in 2030/2031 robust economics
Slide 8: Samphire: Field Recovery Trial Results
Samphire: Field Recovery Trial Results Excellent results from the trial, a key derisking event towards commercial ISR production(1) Pattern 1: Pilot Plant • Representative of the orebody targeted for initial development rsonal use only • Results align with or exceed Scoping Study assumptions • Reven
Slide 9: Samphire: Focus on Continual Derisking
Samphire: Focus on Continual Derisking Bringing hands-on ISR operating experience into feasibility planning rsonal use only • The wellfield is the value driver of an ISR project • Drill spacing is critical: ─ Indicated Resources delineated on 25 m drill-hole spacing ─ This is closer spacing than the
Slide 10: Samphire: Resource Base and Upside
Samphire: Resource Base and Upside Significant upside to increase the Mineral Resource from multiple areas Current Indicated and Inferred Resources Blackbush Mineral Resource Estimate of 18 Mlb U3O8 supports a start-up mining operation; rsonal use only Plumbush adds an additional Mineral Resource Es
Slide 11: Samphire: Resource Growth
Samphire: Resource Growth(1) Blackbush-Plumbush Corridor: confirmed channel continuity should increase the Mineral Resource Samphire Growth Strategy: c. 250(2) holes for c. 22,000 m, Jul-Dec 2026 (released status at 7 Oct 2026) Released: just under half To go: drilling continues to Dec 2026 rsonal u
Slide 12: Big Lake Project
Big Lake Project(1) Potential to unlock a new uranium province WHY IT MATTERS • The Big Lake Project is geologically analogous to large ISR uranium rsonal use only fields associated with hydrocarbon basins, such as those in Kazakhstan • Same host sands as Beverley-Four Mile and Honeymoon • Potential
Slide 13: Upcoming Plans and Milestones
Upcoming Plans and Milestones Regular news flow and key milestones to first production News flow: CY 2026/early 2027 News flow: 2027 • Big Lake Project drill results final CY 2026 release (33 holes), Nov 2026 • Samphire drill results about quarterly (three planned) after the final 2026 rsonal use on
Slide 14: Investment Highlights
Investment Highlights Australia’s next uranium producer with multiple near-term catalysts Over a century of uranium experience across the Board and management team, rsonal use only Proven Team including hands-on ISR operating experience that derisks project delivery and execution Binding call option
Slide 15: Appendix 1: Samphire Mineral Resource Summary
Appendix 1: Samphire Mineral Resource Summary(1) Grade U3O8 metal rsonal use only Tonnage (Mt) (ppm U3O8) (Mlb) Blackbush(2) Indicated 8.2 786 14.2 Inferred 3.9 443 3.8 Plumbush(3) Inferred 14.9 370 12.0 Total 30.0 (1) Mineral Resources as at 30 June 2026, on a 100% basis. Refer also to the Mineral
Slide 16: Appendix 2: Competent Person Statements
Appendix 2: Competent Person Statements The information in this presentation that relates to Exploration Data, Exploration Results and Exploration Targets for the Samphire Uranium Project near Whyalla, South Australia, and the Big Lake Uranium Project in the Cooper Basin, South Australia, is based o
Slide 17: Appendix 3: Key Risks
Appendix 3: Key Risks This is a summary of key risks and is not exhaustive. Refer to Material Business Risks in the Commodity prices Directors’ Report of the FY26 Annual Report for a full description. Uranium prices are volatile and outside Alligator’s control. A sustained low price would affect pro
Slide 18: Contact details
rsonal use only Dr Andrea Marsland-Smith Managing Director & Chief Executive Officer E: [email protected] Blayney Morgan Interim Chief Financial Officer E: [email protected] Level 1, 5 – 7 King William Road, Unley, SA 5061 www.alligatorenergy.com.au Authorised for release by the Man