Angus Energy Plc · LSE:ANGS
Angus Energy — Investor Presentation (June 2026)
13 slides from Angus Energy's investor presentation, June 2026
Slide 1: Investor Presentation June 2026
Investor Presentation June 2026 LSE: ANGS 1
Slide 2: Disclaimer
Disclaimer THIS PRESENTATION AND ITS CONTENTS ARE CONFIDENTIAL AND ARE NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO OR FROM THE UNITED STATES OF AMERICA, AUSTRALIA, CANADA, JAPAN OR ANY JURISDICTION WHERE SUCH DISTRIBUTION IS UNLAWFUL, WHETHER
Slide 3: Angus 2026 — Investment Case
Angus 2026— Investment Case Production Saltfleetby Corporate & Increased With NPV 10 Balance Sheet of £67mln* Restructure Further Upside Agreed Management & Legacy Low Prices Operational Assets Stakeholders Hedges Rolled with Existing Aligned & Ready for Off Improving Net Infrastructure Growth Reven
Slide 4: Board & Management
Our Team Board & Management A shareholder-aligned team that has rebuilt the balance sheet, delivered an operational turnaround, and is now scaling production to unlock asset value. Carlos Fernandes — Finance Director Ross Pearson — Chief Operating Officer 18+ years’ in mining and oil & gas; with Ang
Slide 5: Angus Production, Reserves and Resources
Angus Production, Reserves and Resources Angus is a cash-generative oil and gas producer with a strengthened balance sheet and a clear value proposition Infrastructure & Production in Place Saltfleetby Asset Value and Market Cap Asset Value of Market Cap of £67 £12** million* million Established, ca
Slide 6: Our Producing UK Assets
Our Producing UK Assets Saltfleetby • Saltfleetby, 100% owned and operated, is a fully integrated gas processing facility with 3 wells currently in production • Onshore gas field with 38 Bcf (21Bcf 2P & 17Bcf 2C) of recoverable reserves/resources • Saltfleetby NPV 10 of £67mln* • Gas: 2026 Productio
Slide 7: Balance Sheet Restructure Agreed and Revenue Increased
Balance Sheet Restructure Agreed and Revenue Increased Trafigura Debt Overriding Royalty Deferred Consideration Restructuring Conditions & Restructuring Interest Derisked Equitised Stakeholder Engagement • All senior debt, crystallised • The former overriding royalty • £2.5m fully settled in new • I
Slide 8: Angus Significant Milestones
Angus Significant Milestones Milestones Saltfleetby 4th Well Saltfleetby Coil Saltfleetby Production Restructuring Brockham Suspended Saltfleetby Development Drilling Starts Tubing workovers Uplift Completed well restart well FID Oct-Dec 2025 Jan-Mar 2026 Apr-Jun 2026 Jul-Sep 2026 Oct-Dec 2026 Jan-M
Slide 9: Capital Deployed, Value Created
Capital Deployed, Value Created Raising equity to invest in expansion and realign ownership to reflect belief, commitment, and value creation The equity raise: Completes the restructuring | Funds drilling and workovers | Moves the company from stabilised to cash-generative growth Use of Funds Use Im
Slide 10: Capital Structure - Expected Post Restructuring
Capital Structure - Expected Post Restructuring Kemexon: £350k Direct Subscription Pre and Post-Equity Placing Share Structure Aleph: £500k Direct Subscription Executive Directors: £50k Direct Subscription Forum: Converting debt to equity Royalty Holders: Converting debt to equity Pre-Placing Post-P
Slide 11: Stakeholders aligned and ready for growth
Staged Growth Stakeholders aligned Focused on Producing Focusing on Size and and ready for growth Assets Speed Targeting £20-30mln Non-operated Europe, MENA and North gross asset value (leveraging G&A) America per 1,000 boepd 11
Slide 12: Key Takeaways
Key Takeaways Production Company Management & £3m Equity Raise to with Corporate Stakeholders Aligned Unlock Further Value & Balance Sheet & Ready for Inorganic Through Organic Growth Restructuring Agreed Growth 12
Slide 13: Contact
CONTACT Angus Energy plc Carlos Fernandes Finance Director cfernandes@angusenergy.co.uk