Kinetiko Energy Ltd. · ASX:KKO
Kinetiko Energy — Investor Presentation (June 2021)
15 slides from Kinetiko Energy's investor presentation, Jun 22, 2021
Slide 1: The Clean Energy Solution for South Africa
JUNE 2021 The Clean Energy Solution for South Africa ASX:KKO | www.kinetiko.com.au
Slide 2: The Case for Investment
THE CASE FOR INVESTMENT: Decisive advantages to drive investment return 01 03 05 Unmatched Significant Transformational strategic resource infrastructure in commercialisation place options JUNE 2021 | KKO - THE CLEAN ENERGY SOLUTION FOR SOUTH AFRICA Independently certified 2C gas resource of 4.9 TCF
Slide 3: Unmatched Strategic Resource
01 UNMATCHED STRATEGIC RESOURCE Amersfoort Project: Independently certified contingent 2C gas resource of 4.9 TCF* High quality results from 2018 independent GAS flow testing 95% gas recovery with low levels of Resource Statement Gas Gross groundwater produced Unit=Billion Cubic Feet Unit=Billion Cu
Slide 4: Dominant Premium Land Position
02 DOMINANT PREMIUM LAND POSITION Largest continuous landowner in the heart of the Permian Age Coal Fields MAY 2021 | KKO - THE CLEAN ENERGY SOLUTION FOR SOUTH AFRICA Johannesburg Project area covers 7,000km2 with 4,604km2 of granted exploration rights Proven and highly prospective Permian Age Richa
Slide 5: South African Energy Crisis Driving Demand
03 SOUTH AFRICAN ENERGY CRISIS DRIVING DEMAND Clear pathway to lead The Opportunity Uniquely positioned to capitalise on unmet and growing the region’s energy future, energy (gas) demand Potentially the largest onshore gas project in South Africa with long-term clean Derisked project with 100% owner
Slide 6: Significant Infrastructure in Place
04 SIGNIFICANT INFRASTRUCTURE IN PLACE Gas to market with immediate gains Komati 940mW Power stations, gas pipelines, high voltage transmission Camden lines, road and rail 1,699mW ER272 SASOL Secunda All adjacent to exploration JUNE 2021 | KKO - THE CLEAN ENERGY SOLUTION FOR SOUTH AFRICA Grootvlei r
Slide 7: Transformational Commercialisation Options
05 TRANSFORMATIONAL COMMERCIALISATION OPTIONS Multiple monetisation and sales channels Exploration and Resources in an energy-starved South Africa Production and separation Virtual networks CNG production and distribution direct by road and rail Compress and store Virtual pipeline operators in RSA s
Slide 8: Early-Stage Production Underway
06 EARLY-STAGE PRODUCTION UNDERWAY Rapid resources development plans and pathway to production Current regulator approved exploration program to progress the development of substantial exploration and establishment of a pilot production gas field. JUNE 2021 | KKO - THE CLEAN ENERGY SOLUTION FOR SOUT
Slide 9: Strategic Strengths: Clear Roadmap for 2021
STRATEGIC STRENGTHS: Clear roadmap for 2021 to become the region’s gas leader COMPLETED COMPLETED WE ARE HERE JUNE 2021 | THE CLEAN ENERGY SOLUTION FOR SOUTH AFRICA PILOT WELL SUCCESSFUL POTENTIAL MAIDEN GAS EXPLORATION PILOT FIELD WORKOVER PRODUCTION OFFTAKERS RESERVES AND DEVELOPMENT FLOW TEST - R
Slide 10: Strategic Strengths: Major Undervalued Share Price
STRATEGIC STRENGTHS: Major undervalued share price compared to peers, equating to excellent growth potential Cash ($m) Share Price Shares Mkt Cap EV 2P BCF 3P BCF 2C TCF ASX: Location (Mar 2021 18 June 21 (m) ($m) ($m) (net) (net) (net) quarterly) 1 South KKO $0.5 $0.120 588 $70.6 $70.0 - - 2.4 Afri
Slide 11: Capital Structure Shows Key Assets
STRATEGIC STRENGTHS: Capital structure shows key assets $0.18 6,000,000 that will drive shareholder upside $0.16 5,000,000 $0.14 $0.12 4,000,000 588,170,705 $0.12 (17 June 2021) $70,580,484 $0.10 Current Shares Share Price Market Cap 3,000,000 $0.08 $0.06 2,000,000 $541,000 JUNE 2021 | KKO - THE CLE
Slide 12: Powered by a Proven and Experienced Board
STRATEGIC STRENGTHS: Powered by a proven and experienced board and management team JUNE 2021 | KKO - THE CLEAN ENERGY SOLUTION FOR SOUTH AFRICA Adam Sierakowski Tom Fontaine Johan Visage Agapitos Marcus Geoffrey Michael Executive Chairman Non-Executive Director In-Country CEO, South Africa Non-Execu
Slide 13: A Winning Formula for Investment Success
STRATEGIC STRENGTHS: A winning formula for investment success Headquartered Experienced $70M First Mover, in Perth, Team on the Market Cap Future Energy Western Ground @ $0.12 Leader Australia JUNE 2021 | KKO - THE CLEAN ENERGY SOLUTION FOR SOUTH AFRICA Rapidly Elephant-scale Significant developing
Slide 14: Disclaimer
Disclaimer 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 t
Slide 15: The Clean Energy Solution for South Africa
This presentation was approved for release by Adam Sierakowski, Executive Chairman June 2021 Mr Adam Sierakowski Executive Chairman The Clean Barrington House 283 Rokeby Road Energy Solution Subiaco Western Australia 6008 for South Africa info@kinetiko.com.au www.kinetiko.com.au @Kinetiko_KKO ASX:KK