Jade Gas Holdings Limited · ASX:JGH
Jade Gas — Investor Presentation (February 2022)
16 slides from Jade Gas's investor presentation, Feb 9, 2022
Slide 1: Investor Presentation
Investor Presentation (ASX: JGH) February 2022
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Jade Gas Holdings Limited (“Jade” or the “Company”), with the purpose of providing general information about the Company. This presentation contains certain statements which may constitute “forward-looking statements”. Such statements are only predic
Slide 3: Table of Contents
Table of Contents Investment Highlights Corporate Summary Expanding portfolio of CBM permits TTCBM Project TTCBM Drilling Program – 2021/22 Work Program Shivee Gobi Eastern Gobi Path to Production Mongolian Energy Position Strong Outlook for Gas 3
Slide 4: Investment Highlights
Investment Highlights 1 2 3 4 5 6 COMPELLING NEW PERMITS ADD DEFINED WORK GLOBAL ENERGY TEAM IN PLACE STRONG OPPORTUNITY SCALE TO PROGRAM MARKET WITH THE RIGHT PARTNERSHIP WITH TO DEVELOP NEW EXISTING TTCBM CURRENTLY POSITIVE EXPERIENCE TO THE GOVERNMENT GAS ASSETS PROJECT UNDERWAY TAILWINDS DELIVER
Slide 5: Corporate Summary
Corporate Summary Capital Structure ASX Ticker JGH Three Share price – 8 February 2022 $0.08 TT CBM Shivee Eastern Core CBM Project Gobi Gobi Shares on issue 1,209 M Assets Options and performance shares 157 M Market Capitalisation $96.7 M Cash (at 31 December 2021) $4.37 M Share Price Management Te
Slide 6: Expanding portfolio of CBM permits
Expanding portfolio of CBM permits Three high quality permits taking holdings to in excess of 18,000 km2 TTCBM Project ▪ Jade is appraising its flagship Tavan Tolgoi Coal Bed Methane gas project (TTCBM Project) in the South Gobi region of Mongolia ▪ Tavan Tolgoi is globally one of the largest coal d
Slide 7: TTCBM Project
TTCBM Project Tavan Tolgoi is globally one of the largest coal deposits ▪ TAVANTOLGOI-XXXIII Production Sharing Agreement (PSA): 665 km2 area over the Tavan Tolgoi coal field ▪ Eight wells drilled by Jade in 2019 defined targets for 2021/22 Drilling Program ▪ PSA awarded in October 2020, with the te
Slide 8: TTCBM Drilling Program – 2021/22
TTCBM Drilling Program – 2021/22 Current six well drilling program focused on delivering contingent resource certification ▪ Two rigs drilling to expedite program Red Lake-1 ▪ TD at 1,012 metres ▪ Coal seams of interest intersected and cored between 730 metres and 970 metres depth ▪ 145 metres of co
Slide 9: Work Program – 2021/22
Work Program – 2021/22 Safety Briefing Coal processing at Red Lake-1 TTCBM Project Camp Red Lake-1 Drilling Winter Drilling Prep Mobile Lab Mobile Lab Operations Technical Team 9
Slide 10: Shivee Gobi
Shivee Gobi Areally extensive permit with known coal deposits offering significant CBM potential ▪ 100% ownership of Prospecting Agreement permits (PA) ▪ Located approximately 300 kilometres south of Ulaanbataar ▪ Permit area of 8,317 km2 ▪ Contains significant coal deposits in a known coal basin wi
Slide 11: Eastern Gobi Permit
Eastern Gobi Permit Areally extensive permit with known coal deposits offering significant CBM potential ▪ 100% ownership of PA ▪ Permit area 9,691 km2 ▪ Located approximately 500 kilometres south of Ulaanbataar ▪ Known coal basin and significant coal deposits located within permit boundary Permit C
Slide 12: Path to Production
Path to Production ▪ Multi-well production ▪ Geological mapping pilot ▪ Design wells, ▪ Gas contracts / offtake and modelling infrastructure and plant ▪ Project financing: ▪ Quantified coal ▪ Identify and quantify for development Debt v Equity characteristics gas market ▪ Simple, repeatable, ▪ Gover
Slide 13: Mongolian Energy Position
Mongolian Energy Position MONGOLIA ▪ Domestic power requirements currently met predominantly with coal IS SHORT ▪ Net energy importer of gas and gas liquids from Russia and China ENERGY ▪ Importing electricity from China to support activity in the South Gobi GAS SUPPORTED ▪ Gas expected to play a si
Slide 14: Strong Outlook for Gas
Strong Outlook for Gas Natural gas to play a major role in global energy transition strategies ▪ Global momentum shift toward the use of cleaner fuels in the energy supply chain ▪ Growing acceptance that a shift towards a cleaner energy supply will require both natural gas and coal during the transi
Slide 15: Investment Highlights
Investment Highlights 1 2 3 4 5 6 COMPELLING NEW PERMITS ADD DEFINED WORK GLOBAL ENERGY TEAM IN PLACE STRONG OPPORTUNITY SCALE TO PROGRAM MARKET WITH THE RIGHT PARTNERSHIP WITH TO DEVELOP NEW EXISTING TTCBM CURRENTLY POSITIVE EXPERIENCE TO THE GOVERNMENT GAS ASSETS PROJECT UNDERWAY TAILWINDS DELIVER
Slide 16: Contact
Contact Chris Jamieson Investor Relations Chief Executive Officer Elvis Jurcevic chris.jamieson@jadegas.com.au ej@jadegas.com.au
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