Slide 1: Tlou Energy Limited Corporate Presentation
TLOU ENERGY LIMITED CORPORATE PRESENTATION
Slide 2: Disclaimer
DISCLAIMER This presentation (Presentation) has been prepared by Tlou Energy Limited (Tlou). The Presentation and information contained in it is being provided to shareholders and investors for information purposes only. The information contained in this disclaimer does not constitute an offer, invi
Slide 3: Company Overview
COMPANY OVERVIEW ➢ ASPIRING GAS PRODUCTION AND ELECTRICITY GENERATION COMPANY ➢ COAL BED METHANE (CBM) NATURAL GAS ➢ 9,300 KM2 ACREAGE IN BOTSWANA ➢ THREE PROJECT AREAS: 1. LESEDI PROJECT – DEVELOPMENT 2. MAMBA PROJECT – EXPLORATION 3. BOOMSLANG PROJECT – EXPLORATION ➢ 100% OWNED AND OPERATED ➢ STAB
Slide 4: Board & Management
BOARD & MANAGEMENT Martin McIver Anthony Gilby Danny Horne Chairman CEO & MD Chief Operations Officer •20 years experience in finance and mining services •Geologist, over 30 years experience •30 years in the drilling industry including 18 years in the •Currently CFO of the WorkPac group •Worked for
Slide 5: Share Registry
SHARE REGISTRY • ORIGINAL LISTING: ASX:TLOU • OTHER LISTINGS: AIM: TLOU BSE: TLOU • ISSUED SHARE CAPITAL 450,180,185 TOP 20 HOLDERS ~52% • LARGEST SHAREHOLDERS: BPOPF - BOTSWANA ~10.5% ANTHONY GILBY GROUP ~4.8% 5 Information correct as at 14 August 2019
Slide 6: Project Map
PROJECT MAP 2 ; ¢ LEGEND Proposed Gas & Power Plant Lesedi Development Pods Selemo Pilot Pod Tlou Field Camp Tlou Laydown Yard 192 kV 66 kV 33kV Mining Licence Area Lesedi Project Mamba Project Boomslang Project Border 90MW Orapa Power Station Mamba Project Permits Proposed Power Station Site Lesedi
Slide 7: Lesedi Gas-to-Power Project
LESEDI GAS-TO-POWER PROJECT • INITIAL WELLS DRILLED AND PRODUCING GAS • CENTRAL PROCESSING FACILITY (CPF) DESIGN COMPLETE • ENVIRONMENTAL APPROVAL IN PLACE • TRANSMISSION LINES PLANNED TO CONNECT TO POWER GRID • POWER PURCHASE AGREEMENT BEING NEGOTIATED 7
Slide 8: CBM Extraction Method
CBM EXTRACTION METHOD ➢ DUAL LATERAL PODS ➢ ONE VERTICAL WELL ➢ TWO LATERAL WELLS ➢ PROVEN TECHNOLOGY ➢ NO FRACKING REQUIRED 8
Slide 9: Upcoming Activity
UPCOMING ACTIVITY ➢ 2019* ➢ GAS FLOW RATES FROM THE LESEDI PRODUCTION PODS ➢ DRILLING OF ADDITIONAL EXPLORATION WELLS ➢ AGREE POWER PURCHASE AGREEMENT ➢ FINALISE DEVELOPMENT FUNDING ➢ COMMENCE INITIAL PROJECT DEVELOPMENT ➢ 2020* ➢ 2D SEISMIC SURVEY ➢ RESERVES UPGRADE ➢ COMPLETE DEVELOPMENT INFRASTRU
Slide 10: Independent Gas Reserves Certification
INDEPENDENT GAS RESERVES CERTIFICATION(1) 0.35 BCF (1P) 40.8 BCF (2P) 426.6 BCF (3P) (1) (2) Gas Reserves Gas Contingent Resources 1P 2P 3P 1C 2C 3C Gas Prospective Location Project Tlou Interest (BCF) (BCF) (BCF) (BCF) (BCF) (BCF) Resource (BCF)3 Lesedi CBM Karoo Basin Botswana (Lower Morupule coal
Slide 11: Corporate Social Responsibility
CORPORATE SOCIAL RESPONSIBILITY Shoshong MORALANE Village Constituency The Broadcasters Y-Care Charitable Community Foundation Trust Organisation Trust Development Initiative (SCFT) • Consultation with • SCFT aims to bring • Youth organisation to • Non-profit local village and other local investment
Slide 12: Why Gas-to-Power?
WHY GAS-TO-POWER? 90,000 80,000 • US80BN IN NEW GENERATION CAPACITY REQUIRED ACROSS THE REGION BY 2030, TO KEEP PACE WITH 70,000 DEMAND • DUE TO INCREASING DEMAND AND AGEING POWER 60,000 STATION FLEETS • SOUTH AFRICA USD57.4BN OF INVESTMENT 50,000 USD M REQUIRED 40,000 • THE BOTSWANA GOVERNMENT HAS
Slide 13: Predicted Growth in Southern Africa Gas Consumption Driven by Power Generation
PREDITCTED GROWTH IN SOUTHERN AFRICA GAS CONSUMPTION OVER THE NEXT 20 YEARS WILL BE DRIVEN BY POWER GENERATION 13 (source www.ownerteamconsult.com/natural-gas-in-southern-Africa-part-2)
Slide 14: Environmental Impact Statement (EIS)
ENVIRONMENTAL IMPACT STATEMENT (EIS) • TLOU ENERGY IS COMMITTED TO PROVIDING CONTINUOUS ENVIRONMENTAL AND SOCIAL MONITORING OF ITS OPERATIONS TO ASSURE STAKEHOLDERS OF ITS SUSTAINABLE OPERATIONS THAT AIM TO PRESERVE THE ENVIRONMENT • APPROVED EIS IN PLACE FOR ALL STAGES OF PLANNED DEVELOPMENT: • EXP
Slide 15: Tlou Energy Limited
TLOU ENERGY LIMITED AUSTRALIA BOTSWANA 210 ALICE ST GROUND FLOOR, VICTORIA HOUSE BRISBANE 132 I NDEPENDENCE AVENUE QLD 4000 GABORONE +61 7 3012 9793 +267 316 0857 INFO@TLOUENERGY.COM ASX: TOU AIM: TLOU BSE: TLOU