Kinetiko Energy Ltd. · ASX:KKO
Kinetiko Energy — Shareholder Meeting (November 2011)
22 slides from Kinetiko Energy's shareholder meeting presentation, Nov 29, 2011
Slide 1: AGM Presentation
For personal use only AGM Presentation 29th November 2011 1
Slide 2: Disclaimer
Disclaimer For personal use only This document should be read in conjunction with any other available information on Kinetiko Energy Ltd. This document is a summary only and does not include all information about the Company’s assets and liabilities, financial position and performance, profits and l
Slide 3: Contents
Contents For personal use only Highlights RSA Demand & Amersfoort Project Strategic Growth & Exploration Market is strong and growing 3 Kinetiko Energy Ltd
Slide 4: Highlights
Highlights For personal use only Land access approvals, and drilling on time and under budget 3 months after listing we began drilling Company has potentially tripled land holding* >$7M cash will fund work program over next 18 months Strong JV, team and PASA relationships which work Grow
Slide 5: Contents
Contents For personal use only Highlights RSA Demand & Amersfoort Project Strategic Growth & Exploration Market is strong and growing 5 Kinetiko Energy Ltd
Slide 6: RSA needs alternative forms of Gas supply
RSA needs alternative forms of Gas supply For personal use only Little Conventional Gas availability in RSA Power demand exceeds supply and is growing Rolling blackouts still common and a blight on economic growth Coal supplies 77% of energy needs - which is not environmentally friendly, gas
Slide 7: Amersfoort Project Overview
Amersfoort Project Overview For personal use only Gustavson and Associates (CBM resource experts) Gas in place (GIP) 1.7Tcf Prospective Resource of 1.12Tcf Assessment from 800+ holes 250km SE of Johannesburg - South of Witbank coal mining region 2 granted gas exploration permits (one sub
Slide 8: CBM Potential at Amersfoort
CBM Potential at Amersfoort For personal use only Over 800 coal exploration drill holes in the Amersfoort area Rare and unique definition of coal seam distribution, thickness and other data Underground colliery operations nearby indicates gas content and seam conditions Major Commercialisation p
Slide 9: Structure of the Amersfoort JV
Structure of the Amersfoort JV For personal use only RSA Section 11 application granted in May 2011 Tenure registered in Amersfoort Exploration rights Kinetiko 49% equity Badimo 51% equity Kinetiko is Operator and has control of the JV exploration, expenditure budgets and technical outcome
Slide 10: Kinetiko Directors
Kinetiko Directors For personal use only Adam Sierakowski - Non-Executive Chairman Lawyer and founding Director of Price Sierakowski Law firm and corporate advisor at Trident Capital. Extensive experience in capital raising and ASX transactions for major companies; Director of ASX listed Coziron
Slide 11: JV Partner
JV Partner For personal use only Badimo Gas are an Experienced BBE partner with a significant land position Mr Donald Ncube – Chairman & controlling shareholder of Badimo Respected businessman, Community leader & pioneer of the BEE initiative 22 years in senior management with Anglo Gold Ltd C
Slide 12: Amersfoort 56ER – drill out of Drill Holes
Amersfoort 56ER – drill 8 out of 12 Drill Holes For personal use only Strategy is to optimise spatial coverage and target gassy holes, initial drill data is below. Hole ID Status Depth (M) # Samples KA-04 Completed 425 39 KA-03 To re-enter 278 5 KA-06C Not completed 368 18 KA-02 Completed 353 14 KA-
Slide 13: Exploration Next Steps
Exploration Next Steps For personal use only Aim is to improve Resource definition in 56ER and 38ER within 18 months Drill 8 Exploration Drill Holes in 56ER KA04 - Sample of Carbonaceous Mudstones Drill 8 Exploration Drill Holes in 38ER with Gassy bubbles (desorption) 2-3 Permeability Well s
Slide 14: Exploration program will improve Project certainty
Exploration program will improve Project certainty* Permeability Tests are key for Reserve definition For personal use only Illustration of next 14 months 1P 2-3 Permeability Tests, Late 2012 2P 2-3 Perm Tests - Mid 2012 3P Data from 16 Exploration Holes Contingent Resource 1.1 Tcf March 2012 Gas In
Slide 15: Contents
Contents For personal use only Highlights RSA Demand & Amersfoort Project Strategic Growth & Exploration Market is strong and growing 15 Kinetiko Energy Ltd
Slide 16: Kinetiko Growth – leverage off Amersfoort
Kinetiko Growth – leverage off Amersfoort For personal use only 16 Kinetiko Energy Ltd
Slide 17: Kinetiko Growth
Kinetiko Growth For personal use only Kinetiko’s actual and potential exploration area Amersfoort Project JV actual 1,874Km2 TCP Area 1 potential 4,329Km2 TCP Area 2 potential 1,458Km2 TCP Area 3 potential 1,888Km2 Total Area (if applications are granted by PASA) 9,549Km2 Kinetiko is expanding its R
Slide 18: Contents
Contents For personal use only Highlights CBM & Amersfoort Project Strategic Growth & Exploration Market is strong and growing 18 Kinetiko Energy Ltd
Slide 19: Gas Markets in South Africa
Gas Markets in South Africa For personal use only 10 of South Africa's largest coal fired power stations within 250km's of Amersfoort Project owned by Eskom which is seeking to burn coal more efficiently with gas RSA gas consumption increased over 200% between 2005 and 2008 Sasol imports most
Slide 20: Our High Level Year Strategy
Our High Level 5 Year Strategy For personal use only Our 5 Year Strategy is focussed CBM Exploration and selective targeting of other Gas opportunities; our approach is comprised of Four Key Pillars. Kinetiko Growth & Transformation (Value Realisation) Focus on CBM and opportunistic to other Gas (in
Slide 21: Corporate Structure
Corporate Structure For personal use only Capital Structure Shares Existing Shareholders 50 million Seed Shareholders @ 10 cents 10 million Initial Public Offering @ 20 cents 50 million Total Shareholding 110 million Market Capitalisation on IPO @ 20 cents AUD $22M Market Capitalisation 16 Nov @ 18
Slide 22: Any Questions?
Advanced Exploration project, rapidly expanding gas market and asset base expansion potential. For personal use only Any Questions? 22 Kinetiko Energy Ltd
Kinetiko Energy — Shareholder Meeting (November 2011) on 6ix