Adx Energy Ltd · ASX:ADX
Adx Energy — Investor Presentation (January 2023)
18 slides from Adx Energy's investor presentation, Feb 1, 2023
Slide 1: ADX Energy Ltd Investor Presentation
For personal use only ADX Energy Ltd (ASX: ADX) Investor Presentation Ian Tchacos – Executive Chairman 31 January 2023 “Reliable energy doesn’t need to cost the Earth”
Slide 2: Disclaimer Statement
Disclaimer Statement Important notice: For personal use only This document has been prepared by ADX Energy Ltd (“ADX”) for the purpose of providing information to interested analysts, investors and shareholders. Any statement, opinions, projections, forecasts or other materials contained in this doc
Slide 3: Who are we and what we stand for
Who are we and what we stand for Our ESG ADX Energy Ltd (ADX) is an ASX listed For personal use only A sustainable environment Commitment though emissions reduction, innovation energy company focused on Europe and participation in green projects • We produce safe, long life and low emissions oil and
Slide 4: Corporate overview – European focussed energy Company
Corporate overview – European focussed energy Company For personal use only Austria Oil & Gas Assets Financial information Zistersdorf & Gaiselberg fields – 100% (production) Anshof oil discovery – 80% (production & development) ADX-AT-I & ADX AT-II – 100% (exploration & appraisal) Austria Clean Ene
Slide 5: Investment Thesis – three important pillars to the business
Investment Thesis – three important pillars to the business Production from long-life fields Exploration: prospect rich Renewable Energy pipeline For personal use only in the Vienna basin and reserves acreage in Upper Austria with near of projects leveraging existing assets growth from Upper Austria
Slide 6: Corporate strategy - transition through value addition
Corporate strategy - transition through value addition For personal use only Low emissions & long-life production Zistersdorf & Gaiselberg fields (Vienna basin) High quality and rapid Near-term production growth growth oil & gas assets Anshof oilfield development Re-investment Drill-ready high impac
Slide 7: Austria is a hidden energy gem
Austria is a hidden energy gem For personal use only 75 Year >1 billion barrels 2.7 Tcf Duopoly in oil & gas before ADX of oil produced to date of gas produced to date 3D seismic 300 Bcf extensive proprietary ADX Vienna of gas storage capacity access in Upper Austria Basin Assets INSERT MAP 50% hist
Slide 8: Austria has delivered a strong foundation for growth
Austria has delivered a strong foundation for growth For personal use only December 2019 January 2021 January 2022 September 2022 November 2022 Acquire Vienna Vienna Basin Green Anshof-3 Oil Vienna Basin Solar Welchau gas Basin Fields H2 Feasibility Discovery Project prospect funding ADX becomes 1 o
Slide 9: European gas prices & outlook
European gas prices & outlook Prior to Russia-Ukraine conflict, Russian piped gas For personal use only 250 supplied 30% of Europe’s demand Gas deliveries to Germany through Nord-Stream pipeline Unreliable piped gas suspended 200 Gas storage target (90% capacity filled by 01-Nov-22) supplies f
Slide 10: Vienna Basin Oil and Gas Fields (100% operated interest)
Vienna Basin Oil and Gas Fields (100% operated interest) For personal use only Low decline long life production Production Well work operations at ADX Vienna Basin Fields over operations Low emission production from state of the art facilities Ownership of 13.7 hectares of land (vineyards) 65
Slide 11: Anshof oil field development (80% operated interest)
Anshof oil field development (80% operated interest) Anshof-3 well spudded within 12 months from licence award Anshof field mapping For personal use only based on 3D model utilising 3D seismic and offset well data 25 km2 field area, large reserves upside mapped on high quality 3D seismic as well
Slide 12: Upper Austria exploration licenses
Upper Austria exploration licenses - a prospective, drill ready portfolio in the heart of Europe For personal use only ADX License and Prospect Summary 1022 Combined licence acreage “focus on gas and nearfield oil” km2 (ADX-AT-I & ADX-AT-II) adjacent to infrastructure 50% High chance of success 11 d
Slide 13: Giant Welchau Prospect – new big gas potential for Europe
Giant Welchau Prospect – new big gas potential for Europe Surface expression of anticline with 23 X Section of Welchau Gas Prospect and 1989 Molln-1 well test For personal use only km lateral extension and 100 km2 area Molln -1 historic well Giant Thrust Anticline Structure Welchau Gas Prospect
Slide 14: Overview of ADX' clean energy activities
Overview of ADX’ clean energy activities For personal use only 2.5 30 15 2 MW MW MW MW Green H2 project Green H2 project Gmunden Solar power pilot phase scaleup phase geothermal project project (Vienna Basin) (Vienna Basin) (Upper Austria) (Vienna Basin) Production & storage of green Production & st
Slide 15: A green H2 project with all ingredients for success
A green H2 project with all ingredients for success For personal use only Availability of renewable electricity Vienna Basin Green Hydrogen Offer received for the supply of baseload renewable electricity Project Concept Schematic for the pilot phase (21 GWh p.a.) Power grid access On-going discussio
Slide 16: Vienna Basin Green H2 Project – BOD Overview
Vienna Basin Green H2 Project – BOD Overview ADX Planned System Capacity Pilot Phase Scaleup Phase For personal use only 570 MW Electrolyser capacity 2.5 MW 30+ MW Mobility market Premium Markets installed Diesel displacement capacity Green electricity requirement1 21 GWh p.a. 251 GWh p.a. Green H2
Slide 17: Active program in an opportunity rich portfolio
Active program in an opportunity rich portfolio Overview of Near Term News Flow For personal use only MCF Energy to elect Welchau farmin option (pay further 50% to Earn 20%) Anshof field production license approval, Anshof-3 testing update and 2023 Anshof development program Further farm-in tr
Slide 18: For more information about our Company contact
For more information about our Company contact For personal use only Ian Tchacos Executive Chairman ian.tchacos@adxenergy.com.au Paul Fink Chief Executive Officer paul.fink@adx-energy.com Amanda Sparks Finance Manager & Company Secretary amanda.sparks@adxenergy.com.au adx-energy.com