Slide 1: Discover TMK Energy Limited: Developing the South Gobi's Giant Natural Gas Resources
For personal use only DISCOVER TMK ENERGY LIMITED Developing the South Gobi’s Giant Natural Gas Resources ASX:TMK www.tmkenergy.com.au September 2022
Slide 2: About TMK Energy Limited
ABOUT TMK ENERGY LIMITED For personal use only Telmen owns the Gurvantes XXXV Project that is an exploration project for Coal Seam Gas (‘CSG’) in Gurvantes and Noyon, Umnugobi, Mongolia, and the Napoleon Project in Perth, Australia. We are working to intensify our exploration activities and commence
Slide 3: Gurvantes-XXXV Project
GURCANTES-XXXV PROJECT For personal use only PROJECT SUMMARY Project: Gurvantes - XXXV Location: South Gobi Basin, Mongolia Tenure: PSC, Exploration License Tenement Size: 8400к𝑚2 Resource: 5.96 TCF (2U) Coal Seam Gas* *Please refer to Slide 6 for the Cautionary Statement and other information…
Slide 4: Napoleon Project
NAPOLEON PROJECT For personal use only PROJECT SUMMARY Project: Napoleon project Location: Australia Tenure: Exploration License Size: 400𝐤𝒎𝟐
Slide 5: Company Milestones
COMPANY MILESTONES For personal use only US $5M IT BECAME AN FARMOUT INTERNATIONAL AGREEMENT PUBLIC COMPANY EXPLORATION MAIDEN FIRST GAS OFFTAKE, TALON ENERGY ON THE AUSTRALIAN DRILLING CONTINGENT RESERVE LIMITED STOCK EXCHANGE. COMMENCED. RESOURCE 2019 2021 2022 2022 2022 JAN SEP FEB SEP Q4 2021 20
Slide 6: Exploration Results – 100% Success
EXPLORATION RESULTS – 100% SUCCESS For personal use only ▶ Successful exploration results due to targeted drilling ▶ Mongolian – Australian expertise combining skillsets based on extensive pre-existing drill data. to undertake the exploration work. ▶ NSAI certified Prospective Resource (2U best case
Slide 7: Exploration Results – 100% Success
EXPLORATION RESULTS – 100% SUCCESS For personal use only West 10km East Result Objective Assessment SL-1 SL-2 SL-3 SL-4 Coal Thickness 60m 91m 60m 56m Coal Rank Quality Bituminous Gas Content (ar) 13.2 𝑚3 /t 9.3 𝑚3 /t 9.8 𝑚3 /t Mod/High Gas Composition 96% 97% 95% tbd (𝐶𝐻4) Permeability 0.1mD…
Slide 8: World Class Discovery
WORLD CLASS DISCOVERY For personal use only The geology favours relatively Size and scale simple and inexpensive development, high operating margin Technical Parameters equal Very few surface to or better than constrains most existing CSG fields Access to Markets (Location, Location and Location) St
Slide 9: Energy Status of Mongolia
ENERGY STATUS OF MONGOLIA For personal use only 0% 40% 49 M Mongolia currently has no gas production. Mining Projects account for 40% of Mongolia’s Mongolia imported US$49 million worth of energy consumption natural gas products in 2019. Huge growth potential for domestic The strong political desire
Slide 10: Export Gas Markets
EXPORT GAS MARKETS For personal use only Chinese gas demand estimated to double by 2050. 01 01 Gurvantes XXXV close to existing gas infrastructure in northern China TMK WELL Chinese natural gas demand CHINESE POSTIONED TO rising continuously for last 20 02 ENERGY CAPITALISE ON 02 Mongolian gas to ha
Slide 11: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only Low exploration costs that deliver high value outcomes. ACTIVITY Advanced nature of project and successful exploration allows ENVIRONMENTAL IMPACT APPROVAL for advancing project quickly EXPLORATION DRILLING Fast track to early commercialisation DESORPTION TES
Slide 12: Capital Structure
For personal use only CAPITAL STRUCTURE (ASX:TMK) Ordinary Shares ~3.5 billion Market Capitalisation (at 1.4c) ~$49M Cash on Hand $3.4M
Slide 13: Disclaimer
DISCLAIMER For personal use only This presentation has been prepared by TMK Energy Limited (‘TMK’ or the ‘Company’), based on information available as at the date of this presentation. The information in this presentation is provided in summary form and does not contain all information necessary to
Slide 14: For personal use only
For personal use only +61 8 6319 1900 INFO@TMKENERGY.COM.AU 1202 HAY STREET WEST PERTH WWW.TMKENERGY.COM.AU WA 6005