Kinetiko Energy Ltd. · ASX:KKO
Kinetiko Energy — Investor Presentation (July 2026)
15 slides from Kinetiko Energy's investor presentation, Jul 14, 2026
Slide 1: Transitioning to Gas Producer
ASX: KKO | OTCQB: KKOBF TRANSITIONING TO GAS PRODUCER Unlocking a major onshore gas discovery CNG-first gas production · Scalable Rolling Cluster · Targeting Commercial Gas 2027 July 2026 1
Slide 2: Executive Summary
Executive Summary Kinetiko Energy is a gas field developer focused on near-term compressed natural gas (CNG) production from its shallow conventional gas projects in South Africa. The Company has discovered a world class resource, adjacent to widespread energy infrastructure with South African energ
Slide 3: Market Overview
Market Overview Aging coal energy Most compelling supply historically anchor clients are the providing majority of energy intensive, power generation pipeline adjacent predicted to decline sectors especially glass to 23% by 2039. furnaces, steel, (South African - fertilizers / explosives Integrated
Slide 4: Kinetiko gas project
Kinetiko gas project 100% owned located near major energy infrastructure and demand centres, providing strategic advantage to supply gas shortfall. 4
Slide 5: Kinetiko Gas Project Overview
Kinetiko Gas Project Overview A production-ready asset in South Africa's primary energy-producing region, adjacent to major infrastructure and demand centres. 100% Drilling Success All 50 wells successfully encountered gas with large, shallow pay zones | Uniform geology confirmed throughout granted
Slide 6: Project Development Characteristics
Project Development Characteristics Globally unique characteristics of the geological setting containing the certified resource, make the Company a first mover with opportunities to be a low cost, environmentally responsible onshore gas developer. No Fracking Requirement Shallow conventional gas ass
Slide 7: Rolling Cluster Development Strategy
Rolling Cluster Development Strategy Staged Growth Building Shareholder Value Drilling Success Accelerates Development Strategy Successful production wells in Aug & Sep 2025 with optimised drilling procedures support commercial development at Brakfontein where 4 existing wells will be connected to a
Slide 8: Brakfontein proposed Phase 1 production wells
Brakfontein proposed Phase 1 production wells identified in red 8
Slide 9: Field Development Plan Value
Field Development Plan Value Gas Producer Vision Supports Scalability Enables Funding Shareholder Value Field Development The rolling cluster The FDP enables Economic Plan (FDP) completed development strategy engagement with numerous deliverability of gas which transitions gas forms part of the FDP
Slide 10: Indicative Phase 1 Execution Timeline
Indicative Phase 1 Execution Timeline Production Right and Bulk Regulatory submissions Sampling Applications July 2026 commenced CNG compressor package Equipment issued and awarded procurement (Indicative picture #2) Civil works and Site preparation, facility installation installation and testing Co
Slide 11: Corporate Overview
Corporate Overview Capitalisation Summary Price/Volume Shareholdings 1,536m 106.8m* Shares on Issue Options & Directors Performance Rights 31% Others 45% $0.035 $53m Share price Market (10 July 2026) capitalisation $1.38m SA Shareholders Cash & Cash Equivalents (31 March 2026) 24% (55m investor opti
Slide 12: Board and Management
Board and Management Rob Bulder Adam Sierakowski Don Ncube Robert Scharnell (Interim CEO) Executive Chairman Non-Executive Director Non-Executive Director Non-Executive Director Adam is a lawyer and founding director Donald has a master’s degree in Rob qualified as a Chartered Accountant Robert is a
Slide 13: Contact
Contact ASX: KKO | OTCQB: KKOBF Adam Sierakowski Executive Chairman adam@kinetiko.com.au Mark Flynn Investor Relations mark@kinetiko.com.au 13
Slide 14: Disclaimer / Appendix
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 losses, prospects and the rights a
Slide 15: Resources and Reserves
Resources and Reserves License 1,4 1C 2C 3C Total CBM and SST CR 2,846.0 6,031.4 17,429.1 License 2,4 1U 2U 3U ER 271 - - - ER 270 3,201 5,413 8,396 ER 272 303 406 529 Total 3,504 5,819 8,925 Proved + Total Proved Proved + Reserves 3,4 PDP PDNP PUD Probable + (1P) Probable (2P) Possible (3P) Gas (MM