Tmk Energy Limited · ASX:TMK
Tmk Energy — Investor Presentation (August 2025)
16 slides from Tmk Energy's investor presentation, Aug 12, 2025
Slide 1: Natural Gas – A New Energy Supply for Mongolia
TMK ENERGY LIMITED (ASX:TMK) For personal use only NATURAL GAS – A NEW ENERGY SUPPLY FOR MONGOLIA Investor Presentation August 2025 Dougal Ferguson Chief Executive WWW.TMKENERGY.COM.AU
Slide 2: Disclaimer
DISCLAIMER This document is for information purposes only. It is not a prospectus, disclosure document or offering document under Australian law or under any other law and does not constitute an offer or invitation to apply for securities. This document is not an offer of securities for subscription
Slide 3: TMK - Leveraged to Upside
TMK - LEVERAGED TO UPSIDE ▪ TMK has advanced from an early-stage gas exploration company in 2022 to being on the brink of proving up a significant 1.2 TCF (2C) coal seam gas (CSG) resource in Mongolia adjacent to China and its growing demand for energy For personal use only ▪ ~US$15M already investe
Slide 4: Gurvantes XXXV Natural Gas Project
GURVANTES XXXV NATURAL GAS PROJECT PROJECT OVERVIEW Location map of TMK’s Gurvantes XXXV CSG Project Location South Gobi Basin, Mongolia Production Sharing Contract (PSC) / Description For personal use only Exploration License Size ~8,400km2 TMK Interest 100% Status Exploration and Appraisal • High
Slide 5: Our Company: Board & Management
OUR COMPANY BOARD & MANAGEMENT Proven leaders with extensive industry expertise For personal use only John Warburton Tim Wise Non-Executive Chair Non-Executive Director and a history of delivering results Glenn Corrie Dougal Ferguson Non-Executive Director Chief Executive Officer Gema Gerelsaikhan B
Slide 6: Corporate Snapshot
CORPORATE SNAPSHOT TMK Energy Limited (as of 11 August 2025) Share Price $0.003 Goal: To build a gas industry in Mongolia on the back of the largest discovered contingent gas resource Market Capitalisation ~$30.6M Shares on Issue ~10.2 billion For personal use only 0.0045 250,000,000 Listed Options
Slide 7: Rapidly Moving Forward
RAPIDLY MOVING FORWARD PROJECT HAS BEEN SUBSTANTIALLY DE-RISKED FOLLOWING A NOV 2024 STAGED APPROACH TO EXPLORATION & APPRAISAL Pilot Well Phase 2 drilling JUL 2025 completed Seventh pilot APR 2023 production well For personal use only SEP 2022 DEC 2023 DEC 2024 FEB 2022 Pilot well commenced Seven w
Slide 8: First Pilot Project – Job Done
FIRST PILOT PROJECT – JOB DONE ▪ Investment phase completed - no material additional capital required to demonstrate proof of concept ▪ Seven Pilot Wells drilled and completed with; For personal use only ▪ gas flowing from all producing wells ▪ reservoir pressure declining ▪ elevated focus on reserv
Slide 9: Pilot Well Project – The Details
PILOT WELL PROJECT – THE DETAILS PRODUCTION WELL LF-01 LF-02 LF-03 LF-04 LF-05 LF-06 LF-07 TOTAL DEPTH 375m 407m 515m 503m 480m 475m 420m NET COAL THICKNESS 61m 62m 68m ~60m ~60m ~60m ~56m DATE DRILLED April 2023 May 2023 May 2023 Nov 2024 Oct 2024 Oct 2024 August 2025 For personal use only PRODUCTI
Slide 10: Key Deliverables Being Met
KEY DELIVERABLES BEING MET Added 4 Pilot Production Wells – a 133% increase from 3 wells to a total of 7 pilot wells For personal use only Increase gas flows – pressure data collected in 1H 2025 indicate reservoir pressure continuing to decline. Elevated focus on reservoir management techniques
Slide 11: CSG Production Methodology
CSG PRODUCTION METHODOLOGY Establish high water production rates High water rates are a proxy for good permeability For personal use only Extract as much water as possible over as shorter time frame as possible Limit any potential reservoir damage and/or pump blockages by not pumping too har
Slide 12: Pathway to Critical Desorption
PATHWAY TO CRITICAL DESORPTION Pressure reduction is happening Indicative Pilot Well Project pressure reduction Pressure build up tests completed to date indicate consistent pressure declines since wells were placed on For personal use only production Early gas flows from all wells Gas begins fl
Slide 13: Expanding Resources Through Exploration
EXPANDING RESOURCES THROUGH EXPLORATION ▪ Maiden Resource of 1.2 TCF (2C) delivered from only five low-cost exploration wells ▪ 2025 exploration program designed to demonstrate For personal use only further prospectivity along strike and add to contingent resource (2C) portfolio ▪ 2025 exploration p
Slide 14: Domestic Supply Opportunity: South Gobi Province
DOMESTIC SUPPLY SOUTH GOBI PROVINCE OPPORTUNITY ENERGY INFRASTRUCTURE SOUTH GOBI ▪ The capital of Mongolia, Ulaanbaatar, is heavily MONGOLIA polluted and has recently initiated policy directives For personal use only aimed at reducing pollution in Ger Districts through use of natural gas ▪ Significa
Slide 15: China Supply Opportunity
CHINA SUPPLY OPPORTUNITY CHINESE ENERGY MARKET DEVELOPING RELATIONSHIPS ▪ Chinese gas demand continues to ▪ Strategic Alliance with J-Energy to grow rapidly provide technical and commercial services and introduce project to ▪ Forecast Chinese consumption in For personal use only potential Chinese pa
Slide 16: Contact Us
TMK ENERGY LIMITED (ASX:TMK) For personal use only CONTACT US +61 8 6319 1900 (Australia) +976 7777 3373(Mongolia) www.tmkenergy.com.au info@tmkenergy.com.au WWW.TMKENERGY.COM.AU © TMK ENERGY LIMITED 2025 (ASX:TMK) PAGE 16