Otto Energy Limited · ASX:OEL
Otto Energy — Shareholder Meeting (November 2025)
10 slides from Otto Energy's shareholder meeting presentation, Nov 27, 2025
Slide 1: 2025 AGM CEO Update
2025 AGM CEO UPDATE ASX: OEL SM71 Platform, courtesy of Byron Energy Ltd.
Slide 2: Disclaimer and important notices
Disclaimer and important notices Forward Looking Statements This presentation contains "forward-looking statements" that are subject to risk factors that are associated with the oil and gas business. It is believed that the parameters reflected in these statements are reasonable, but they may be aff
Slide 3: Corporate Overview
Corporate Overview Capital Structure Share Price Chart (ASX: OEL) Shares on issue 4,795 M 20.00 80,000,000 Share price (18 Nov 2025) A$0.005 0.00 60,000,000 (20.00) Options (18 Nov 2025) nil 40,000,000 (40.00) Market capitalisation A$23.9 M (60.00) 20,000,000 (80.00) 0 Nov-24 Dec-24 Jan-25 Feb-25 Ma
Slide 4: Strategy
Strategy ▪ Maximize Free Cash Flow from Existing Assets ‒ Work with our operating partners to maximize production and reduce operating expenses ‒ Maintain our efficient overhead cost structure ‒ Participate in accretive Capital Expenditures within the existing asset base, such as up-hole well recomp
Slide 5: FY 25 Financial Results
NET REVENUE O P E R AT I N G G R O S S P R O F I T FY 25 US$15.6M US$10.4M Financial Net Operating Revenue Excludes Non-Cash Items Results ADJUSTED EBITDA* DISTRIBUTIONS US$7.4M US$25.0M See footnotes 82% Capital Return, 18% Dividend N E T C A S H F L O W F R O M O P E R AT I N G & I N V E S T I N G
Slide 6: Asset Overview
Asset Overview Area of Operations Otto Energy’s producing assets are in the Gulf of America and along the US Gulf Coast ▪ A diverse portfolio ranging from land-based gas production (Lightning) to deep water oil production (GC21) ▪ With significant remaining reserves ▪ Operated by capable partners wi
Slide 7: FY25 Asset Performance
FY25 Asset Performance FY25 Working Interest Production by Asset and Product FY25 Realized Prices by Asset and Product SM71 $5.0 400 $80 $73 292 Mboe $67$69$68 Production (MBoe) Oil Gas NGL Lightning $3.9 29% Liquids $4.0 US$ / MMBtu 300 $60 GC21 161 Mboe $3.0 $2.6$2.8 US$ / Bbl 80% Liquids MBW & OB
Slide 8: FY26 Production Outlook
FY26 Production Outlook Production estimates are forward looking and subject to many Quarterly WI Production By Asset (MBoe) assumptions, including reservoir performance, downtime and other factors. 200 SM71 Lightning GC21 MBW & OBS WI Production (MBoe) ▪ FY26 Working Interest (“WI”) production volu
Slide 9: Asset Retirement Obligations ("AROs")
Asset Retirement Obligations (“AROs”) Estimated Future Value WI Liability of OEL AROs Current ARO Provisions $8 $8 GC21, $4.8 All Others, US$ millions US$ millions $6 Future liabilities are $6 SM71, $3.5 $0.1 discounted at a 3.98% SM71, $2.6 $4 discount rate to calculate $4 $2 the current balance sh
Slide 10: Thank you
Thank you Address L12, 50 Pirie Street Adelaide SA 5000 Contact Info Email: info@ottoenergy.com Web: www.ottoenergy.com Telephone +61 86467 8800 This presentation has been approved for release by the Board of Otto Energy Limited. SM71 Platform, courtesy of Byron Energy Ltd.