Tlou Energy Ltd · ASX:TOU
Tlou Energy — Shareholder Meeting (October 2022)
17 slides from Tlou Energy's shareholder meeting presentation, Oct 18, 2022
Slide 1: Power Generation in Botswana
Power Generation in Botswana For personal use only
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: Tlou Energy: Gas Production & Power Generation for Botswana
• Tlou is developing energy projects in Botswana ✓ Gas fired power Tlou Energy ✓ Solar power …Gas Production & Power ✓ Hydrogen (H2) and solid carbon production For personal use only Generation for Botswana • Strategic location in Botswana’s Central District • 10MW Power Purchase Agreement signed wi
Slide 4: Tlou's Gas, Solar and Hydrogen projects
Tlou’s Gas, Solar and Hydrogen projects For personal use only Tlou Energy Limited 4
Slide 5: Corporate Information
Corporate Information ➢ The Company is listed on three markets For personal use only o Australian Securities Exchange – ASX Shareholding o London Stock Exchange – AIM o Botswana Stock Exchange – BSE 47% ➢ Issued share capital: 600,205,289 ➢ Top 20 holders: ~57% 37% ➢ Office Locations o 132 Independe
Slide 6: Board
Board Martin Gabaake G. Colm For personal use only McIver Gabaake Cloonan Non-Executive Chair Executive Director Finance Director & CFO Geologist, former Botswana Finance professional; 20 years experience in finance 20 years experience and mining services Permanent Secretary at Ministry of Minerals
Slide 7: Key Management
Key Management Solomon Danny Remigiyo For personal use only Rowland Horne Mavata General Manager Chief Operations Officer Chief Geologist Lawyer, Co. Secretary, over 18 30 years in the drilling industry Geologist, 20+ years African years experience including 18 years in the Oil & experience in Gas S
Slide 8: Location
Location For personal use only Project located in Botswana’s Central District Tlou Energy Limited 8
Slide 9: Lesedi Gas-to-Power project
Lesedi Gas-to-Power project The first phase of development at Lesedi is a 10MW gas fired generation project. For personal use only Production Licence secured – valid until 2042 Environmental approval Completed 10MW Power Purchase Agreement signed with Botswana Power Corporation Generation Licence ap
Slide 10: Gas Production
Gas Production For personal use only Tlou’s gas wells, referred to as ‘Dual lateral Pods’ consist of two lateral wells that intersect with a vertical well to produce gas. Proposed layout of the Lesedi Central Processing Facility (Generation site) Tlou Energy Limited 10
Slide 11: Power Market and Gas Reserves
Power Market and Gas Reserves Significant Regional Power Demand Gas Reserves and Contingent Resources For personal use only • Botswana(1) • 2P Reserves • Power demand (2020/21) 587 MW • ~41 Billion Cubic Feet (BCF) (2) • Net imports (2020/21) 311 GWh (~6.8 million barrels of oil equivalent (mmboe)(3
Slide 12: Independent Gas Reserves Certification
Independent Gas Reserves Certification(1) 0.35 BCF (1P) 40.8 BCF (2P) 426.6 BCF (3P) For personal use only (1) (2,4) Gas Reserves Gas Contingent Resources 1P 2P 3P 1C 2C 3C Location Project Tlou Interest (BCF) (BCF) (BCF) (BCF) (BCF) (BCF) Lesedi CBM Karoo Basin Botswana (Lower Morupule coal) 100% 0
Slide 13: Substation and Production well
Substation and Production well Serowe Substation – where Tlou plans to connect For personal use only its transmission line to the regional electricity grid Gas Production well in the Lesedi project area Tlou Energy Limited 13
Slide 14: Hybrid Power
Hybrid Power For personal use only Tlou Energy Limited 14
Slide 15: Hydrogen - Tlou / Synergen Met project
Hydrogen - Tlou / Synergen Met project Hydrogen and solid carbon prototype unit being built in Brisbane For personal use only Prototype will be transported to Lesedi on completion Prototype planned to convert gas to Hydrogen and Solid Carbon using Plasma torch technology Compress H2 and use as fuel
Slide 16: Projects supported by Tlou Energy
Projects supported by Tlou Energy ▪ Moralane Village Community Development initiative For personal use only ▪ A group working to identity, supports and develop local skills and business ▪ Y-Care Charitable Trust ▪ An organistaion aimed at raising funds for less privileged communities ▪ Broadcasters
Slide 17: Power Generation in Botswana
Power Generation in Botswana ✓ Lesedi Gas-to-Power project being developed For personal use only ✓ First revenue targeted for late 2023 ✓ 10MW Power Purchase Agreement (PPA) ✓ Rapid expansion potential ✓ Gas reserves in place ✓ All key approvals secured Tlou Energy Limited Botswana: +267 316 0857 Au