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2026-11-06
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Alligator Energy Limited

Scoping Study Developer · Uranium · Australia Rating locked: sign in to view v8.1 · age-20261030t224416-full
Last 2026-11-06
A$0.034
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$164.3M
EV
A$138.9M
Cash
A$25.4M
Debt
A$0
2 newer ASX announcements not yet reflected in this valuation

Portfolio detail

Assets

3 assets

Core asset

Samphire Uranium Project

Australia

Scoping Study Developer100% ownedUranium

Blackbush and Plumbush; pre-feasibility of development. Exploration access to Plumbush under Crown Lease call option, exercise required by March 2028.

Resource / scoping · Scoping study developer
Contained metal (attributable)
30.0m lbd
Resource grade
786 ppm
% Measured + Indicated
47.3%d
Resource tonnes
27.00 Mt
Our value per attrib. contained unit
Locked
Mining method
in-situ recovery

Project location

Approximate location

Loading location…

© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.

Published study economicsIssuer or study metrics
NPVA$257M8% discount
IRR42%Published return
Initial capexA$131.3MPublished capital estimate
Operating cost47.58AUD/lb U3O8 AISC

Ungeared real post-tax NPV at US$75/lb uranium and AUD/USD 0.70; initial capex, 5% assumed state royalty, closure and tax are included. Low-accuracy scoping study is not a feasibility study.

Resources & reserves3
TypeCategoryQuantityGradeContained mineralsDate
Mineral ResourceIndicated8.2 Mt786 ppm U3O8Uranium2025-05-06
Mineral ResourceInferred3.9 Mt443 ppm U3O8Uranium2025-05-06
Mineral ResourceInferred14.9 Mt370 ppm U3O8Uranium2026-06-30
Tenements2
el5926Granted— None · No expiry supplied
el6350Granted— None · No expiry supplied
Milestones3
  1. Updated Samphire resource estimate

    Pending · High materiality

  2. Samphire feasibility study target Q4 2027

    Pending · High materiality

  3. Target first production 2030/31 subject to approvals and financing

    Pending · High materiality

Permits & approvals2
PermitJurisdictionStatusExpiryCritical path
Field recovery trial PEPRSouth AustraliaGranted—No
Mining lease and production PEPRSouth AustraliaRequired—Yes
Economic studies1
StudyStageStatusDateSummary
Samphire updated scoping studyScoping StudyCurrent2023-12-14Preliminary, low accuracy; 12.3 Mlb over 12 years, 26% inferred resources, 70% recovery. Not a reserve or production commitment.

Other

Big Lake Uranium Project

Australia

Discovery Drill Stage100% ownedUranium

Site 10 exploration; no resource reported.

Exploration · Discovery drill stage
Ownership
100%
Commodity
U3O8r
Country
AUr
Best recent intercept (grade x width)
—
Metres drilled (12M)
—
Exploration spend (12M)
—

Project location

Approximate location

Loading location…

© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.

Other

EnviroCopper Limited minority investment

Australia

Resource Stage15.6% ownedCopper

Unlisted minority equity holding, 750,922 ordinary shares; not a controlling interest.

Equity investment · Held
Investee
EnviroCopper Limited
Holding
15.6%
Shares held
750.92k
Market value
NM
% of holder's market cap
—
Cost basis
—

d derivedr our researchg guidances study forecastm daily marketNo marker: as reported— / NM missing or not meaningful (hover for why)