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2026-11-06
◂ Monitor AGE ASX

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
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1M
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YTD
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1Y
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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

Narrative and provenance

Research & Sources

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Chronological evidenceSource-document inventory42 documents
Quarterly Report and Appendix 5B for 30 September 2026Results · HighPartial

September quarter activities and cash flow. Released after the 30 October close.

Document ID
quarterly_2026_09
Published UTC
2026-10-30T05:58:56+00:00
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AGE market closeMarket Data · HighExtracted

Local reference-price command: AGE.AX ordinary share closed AUD 0.034 on 2026-10-30; market data provider via miners.collect_stock_prices.

Document ID
reference_price
Published UTC
2026-10-30T05:00:00+00:00
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BMN market closeMarket Data · HighExtracted

Local reference-price command: BMN.AX ordinary share closed AUD 3.37 on 2026-10-30; market data provider via miners.collect_stock_prices.

Document ID
market_bmn
Published UTC
2026-10-30T05:00:00+00:00
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DYL market closeMarket Data · HighExtracted

Local reference-price command: DYL.AX ordinary share closed AUD 0.715 on 2026-10-30; market data provider via miners.collect_stock_prices.

Document ID
market_dyl
Published UTC
2026-10-30T05:00:00+00:00
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BOE market closeMarket Data · HighExtracted

Local reference-price command: BOE.AX ordinary share closed AUD 1.4 on 2026-10-30; market data provider via miners.collect_stock_prices.

Document ID
market_boe
Published UTC
2026-10-30T05:00:00+00:00
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PEN market closeMarket Data · HighExtracted

Local reference-price command: PEN.AX ordinary share closed AUD 0.185 on 2026-10-30; market data provider via miners.collect_stock_prices.

Document ID
market_pen
Published UTC
2026-10-30T05:00:00+00:00
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AGE market snapshotMarket Data · HighExtracted

miners.v8db.market_snapshot AGE --cutoff 2026-10-30 --shares 4833698116 --commodities uranium; local price performance, market cap and liquidity; uranium spot missing.

Document ID
market_snapshot
Published UTC
2026-10-30T05:00:00+00:00
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presentation 2026 10Other · MediumPartial

IMARC presentation: 4.83 billion shares, $25.4m September cash, Samphire pathway including 2027 feasibility and conditional 2030/31 production.

Document ID
presentation_2026_10
Published UTC
2026-10-28T22:54:00+00:00
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bmn quarterly 2026 09Other · MediumPartial

Bannerman September quarterly activities and uranium price context.

Document ID
bmn_quarterly_2026_09
Published UTC
2026-10-29T02:18:00+00:00
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boe quarterly 2026 09Other · MediumPartial

Boss Energy September quarterly report. Publication time not independently established; timestamp is a date-only placeholder.

Document ID
boe_quarterly_2026_09
Published UTC
2026-10-28T00:00:00+00:00
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Consumer Price Index, Australia, September 2026Other · MediumPartial

ABS September 2026 CPI release 28 October 2026 11:30 AEDT: 12-month CPI increased 4.3%; household CPI is only a broad proxy for mining cost escalation.

Document ID
abs_cpi_2026_09
Published UTC
2026-10-28T00:30:00+00:00
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Notice of Annual General Meeting/Proxy FormGovernance · MediumPartial

Notice of AGM scheduled 23 November 2026.

Document ID
agm_2026_10
Published UTC
2026-10-21T22:54:30+00:00
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AGE management background screeningOther · HighExtracted

Local summary and background-check.json: screening as of 9 October 2026; qualifications and individual performance not independently verified; check issuer evidence before relying.

Document ID
management_screen
Published UTC
2026-10-09T18:00:00+00:00
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AGE insider transactionsOther · HighExtracted

miners.insider_transactions show AGE: partial through 9 October 2026; director SPP records reviewed, major-holder and many director notices remain unresolved.

Document ID
insiders_screen
Published UTC
2026-10-09T19:37:29+00:00
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AGE investor registryOther · HighExtracted

Local investor registry as of 9 October 2026; 2025 top-20 parsing is defective and superseded by annual 2026 p112, do not rely on share quantities. Time not specified; timestamp is a date-only placeholder.

Document ID
ownership_screen
Published UTC
2026-10-09T00:00:00+00:00
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Deep Yellow Appendix 2AOther · MediumPartial

Appendix 2A page 6 states 974,439,717 ordinary shares; publication clock not independently established, timestamp is a date-only placeholder.

Document ID
dyl_2a_2026_10
Published UTC
2026-10-09T00:00:00+00:00
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drilling 2026 10Other · MediumPartial

Recent drilling extended interpreted mineralised trend approximately one kilometre; mineralisation remains open.

Document ID
drilling_2026_10
Published UTC
2026-10-06T22:52:00+00:00
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Notification of cessation of securities - AGEFinancing · HighPartial

1,367,934 unquoted options ceased; after cessation 4,833,698,116 shares, 278,225,814 quoted and 39,889,331 unquoted options.

Document ID
cessation_2026_10
Published UTC
2026-10-01T06:37:35+00:00
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Annual Report - 2026Results · HighPartial

Annual report, 2026: financial statements, resource and project narrative, management, ownership and commitments.

Document ID
annual_2026
Published UTC
2026-09-30T06:59:10+00:00
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devex receipt 2026 09Other · MediumMetadata Only

Issuer announcement indexed 30 September 2026, but the page timed out during retrieval. The receipt is separately established by the 30 October Appendix 5B. Publication time on the issuer index is 4:56pm AEST.

Document ID
devex_receipt_2026_09
Published UTC
2026-09-30T06:56:00+00:00
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Peninsula Energy Appendix 2AOther · MediumPartial

Appendix 2A page 6 states 571,565,353 ordinary shares; publication clock not independently established, timestamp is a date-only placeholder.

Document ID
pen_2a_2026_09
Published UTC
2026-09-30T00:00:00+00:00
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pen annual 2026Other · MediumPartial

Peninsula Energy annual report, FY2026. Release clock not independently established; time field is a placeholder.

Document ID
pen_annual_2026
Published UTC
2026-09-29T00:00:00+00:00
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ceo interview 2026Other · MediumPartial

CEO interview on uranium development and sector conditions. Publication time not independently established; timestamp is a date-only placeholder.

Document ID
ceo_interview_2026
Published UTC
2026-09-24T00:00:00+00:00
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dyl annual 2026Other · MediumPartial

Deep Yellow annual report, FY2026. Release clock not independently established; time field is a placeholder.

Document ID
dyl_annual_2026
Published UTC
2026-09-16T00:00:00+00:00
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Application for quotation of securities - AGEFinancing · HighPartial

47,133,479 ordinary shares issued at $0.045; following quotation 4,833,698,116 ordinary shares.

Document ID
capital_issue_2026_09
Published UTC
2026-09-09T23:25:43+00:00
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Results of Share Purchase PlanFinancing · HighPartial

SPP raised $2.121m before costs following $15m placement; proceeds fund drilling, approvals and feasibility.

Document ID
spp_2026_09
Published UTC
2026-09-09T23:22:43+00:00
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Change of Director's Interest Notice x 5Governance · HighPartial

Five directors disclosed participation in September SPP at 4.5 cents per share, including Marsland-Smith 44,445 shares, Dickson 444,445, Hall 111,112, Lougher 222,223, Nicholls 666,667. These are subscriptions, not open-market purchases.

Document ID
directors_spp_2026_09
Published UTC
2026-09-09T23:28:13+00:00
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Application for quotation of securities - AGEFinancing · MediumPartial

16,197,158 ordinary shares issued following conversion of employee options for zero consideration.

Document ID
capital_conversion_2026_09
Published UTC
2026-08-31T23:29:54+00:00
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Further Uranium Mineralisation Intersected at Big LakeOther · MediumPartial

Original Big Lake drill announcement: AC26-009 1.9 m at 320 ppm eU3O8 from 100.9 m; gamma-derived grades differ from 2024 laboratory assays.

Document ID
big_lake_drilling_2026_08
Published UTC
2026-08-24T01:14:00+00:00
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DevEx Completes Acquisition of AGE's Uranium Tenure in NTTransaction · HighPartial

Completion of sale of Northern Territory uranium tenure; consideration is reconciled to the annual report and September-quarter cash flow.

Document ID
devex_completion_2026_06
Published UTC
2026-06-29T04:47:22+00:00
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Option Agreement Secures Crown LeaseEconomic Arrangement · HighPartial

Binding option over Mullaquana Crown Lease: $500,000 initial payment and $6,750,000 exercise price, payable only if exercised.

Document ID
crown_option_2026_06
Published UTC
2026-06-19T00:58:08+00:00
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Samphire Resource Increases By 67%Resource Update · MediumPartial

Maiden Plumbush inferred mineral resource: 14.9 Mt at 370 ppm eU3O8 for 12.0 Mlb; combined Samphire resource 30.0 Mlb.

Document ID
plumbush_resource_2026_06
Published UTC
2026-06-19T00:54:00+00:00
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DevEx to Acquire Alligator Energy's NT Uranium TenureTransaction · HighPartial

Sale of NT tenements for $7.5m, including $100,000 deposit and $1.75m in conditional escrow; terms as announced 1 December 2025.

Document ID
devex_sale_2025_12
Published UTC
2025-11-30T21:23:54+00:00
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Retraction – Slide 6 of 21 October 2025 PresentationOther · MediumPartial

Issuer retracts updated forecast financial information in slide 6 of 21 October 2025 presentation; investors should not rely on it. The materially changed US$90/lb assumptions were not supported by a revised study compliant with ASX rules. Publication time not independently established; timestamp is a date-only placeholder.

Document ID
study_retraction_2025_11
Published UTC
2025-11-06T00:00:00+00:00
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Consumer Price Index, Australia, September Quarter 2025Other · MediumPartial

ABS September 2025 quarterly CPI release: weighted-average eight-capital-cities index 135.3 in September 2023 and 143.6 in September 2025 (2011–12 = 100).

Document ID
abs_cpi_2025_q3
Published UTC
2025-10-29T00:30:00+00:00
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wna 2025Other · MediumPartial

World Nuclear Association fuel report gives demand and supply scenarios. Publication time not independently established; timestamp is a date-only placeholder.

Document ID
wna_2025
Published UTC
2025-09-17T00:00:00+00:00
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Executive Appointments to Drive Value Creation at SamphireLeadership · MediumPartial

Executive appointments to advance Samphire.

Document ID
executive_2025_09
Published UTC
2025-09-16T00:01:53+00:00
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study 90 referenceOther · MediumPartial

Investor presentation with indicative study NPV8 at US$90/lb compared with US$75/lb. Publication time not independently established; timestamp is a date-only placeholder.

Document ID
study_90_reference
Published UTC
2025-09-11T00:00:00+00:00
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sa approval 2025Other · MediumPartial

South Australian regulator project information and trial approval. Publication time not independently established; timestamp is a date-only placeholder.

Document ID
sa_approval_2025
Published UTC
2025-08-22T00:00:00+00:00
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Increased Mineral Resource Estimate - Blackbush DepositResource Update · HighPartial

Blackbush resource estimate; the updated resource table is restated in the FY2026 annual report.

Document ID
resource_2025_05
Published UTC
2025-05-06T00:02:27+00:00
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Scoping Study Update - Samphire Uranium ProjectStudy · HighPartial

Preliminary Blackbush study: 12.3 Mlb over 12 years, $131.3m initial capex, $257m post-tax real NPV8 at US$75/lb; no reserve and material funding uncertainty. Figure 5 on p15 plots one-variable NPV sensitivities, including uranium price deviations of -50% to +50%; visually read chart values are approximate.

Document ID
study_2023_12
Published UTC
2023-12-13T22:40:40+00:00
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samphire acquisition 2020Other · MediumPartial

Acquisition of Samphire uranium project. Publication time not independently established; timestamp is a date-only placeholder.

Document ID
samphire_acquisition_2020
Published UTC
2020-10-08T00:00:00+00:00
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Evidence facts18
annual_equityBook equity

69289000 AUD

2026-06-30
annual_leaseLease liabilities

1463000 AUD

2026-06-30
annual_resourceCombined resource

30000000 lb U3O8

2026-06-30
annual_enviroEnviroCopper interest

15.6 %

2026-06-30
quarter_cashCash

25435000 AUD

2026-09-30
quarter_operatingQuarter operating cash flow

-854000 AUD

2026-09-30
quarter_investingQuarter investing cash flow

-2580000 AUD

2026-09-30
quarter_financingQuarter financing cash flow

15935000 AUD

2026-09-30
spp_sharesOrdinary shares after issue

4833698116 shares

2026-09-10
post_cessation_sharesOrdinary shares after cessation

4833698116 shares

2026-10-01
option_exerciseOption exercise payment

6750000 AUD

2026-06-19
study_npvPost-tax real NPV8

257000000 AUD

2023-12-14
study_capexInitial capex

131300000 AUD

2023-12-14
study_prodProduction target over 12 years

12300000 lb U3O8

2023-12-14
study_price_rangeUranium-price sensitivity range

-50% to +50% fractional change from US$75/lb

2023-12-14
blackbush_2025_totalBlackbush total resource

18000000 lb U3O8

2025-05-06
market_priceReference close

0.034 AUD/share

2026-10-30
market_liquidity20-session mean traded value

293363 AUD

2026-10-30