Elixir Energy Limited · ASX:EXR
Elixir Energy — Australian Energy & Minerals Investor Conference (March 2021)
22 slides from Elixir Energy's conference presentation, Mar 17, 2021
Slide 1: Australian Energy & Minerals Investor Conference Presentation
For personal use only Australian Energy & Minerals Investor Conference Presentation 17 March 2021 ASX:EXR
Slide 2: The Company
For personal use only 1. The Company 2
Slide 3: Company Overview
Company Overview For personal use only Elixir is solely focused on the 100% owned Nomgon IX Coal Bed Methane (CBM*) Capital Structure Current Production Sharing Contract (PSC) project in the South Gobi region of Mongolia No of Shares 811M Highly experienced CSG team – in Australia and increasingly i
Slide 4: Board of Directors
Board of Directors For personal use only Highly experienced CSG team Richard Cottee Neil Young Stephen Kelemen Anna Sloboda Non-Executive Chairman Managing Director Non-Executive Director Non-Executive Director Former Managing Director Former Business Extensive technical and Previous employers inclu
Slide 5: Location and Potential
2. For personal use only Location and Potential 5
Slide 6: Located on Chinese Border
Located on Chinese Border For personal use only 6
Slide 7: Very Large PSC Area
Very Large PSC Area For personal use only Elixir’s PSC in Mongolia covers a vast area comprising approximately 30,000km2 - equivalent to the size of Belgium 7
Slide 8: Developed Area
Developed Area For personal use only Well Located: • On the Mongolian Chinese border • Around 400 km North of China’s main gas transmission grid • Roads (sealed road from Ulaanbaatar through the PSC & into China) • Thousands of trucks shipping coal • Mines – Tavan Tolgoi, Oyu Tolgoi • Service sector
Slide 9: Large Resource Potential
Large Resource Potential For personal use only Only just touching the surface Add up multiple sub-basins and you have a resource size of interest to Majors and NOCs Many sub-basins unexplored and untested Enormous scope for significant gas reserves Appraisal program to date is a very Only Nomgon sub
Slide 10: HSE & Social Licence
HSE & Social Licence For personal use only • Elixir managed to pursue a successful exploration & appraisal program in 2020 despite the emergence of COVID • This was recently recognised by the Mining Minister’s “Best Investor of 2020” award Minister G Yondon (right) presenting the award to our Countr
Slide 11: The Project
For personal use only 3. The Project 11
Slide 12: 2021 Program
2021 Program For personal use only Wells Field Work • 3 core-holes • 2 Expeditions • 10 strat-holes • Trenching • 1 pilot production G&G Studies test • Age dating • Well test • Isotope analysis interpretation • Chromatographic gas Seismic analysis • 200 km 2D • Sedimentology study • Seismic interpre
Slide 13: Expanding prospect inventory
Expanding prospect inventory For personal use only TT North Cracker Bag Richcairn TT South West Khaar Sult Temee 13
Slide 14: Production testing
Production testing For personal use only • In 2021 Elixir is planning to undertake a pilot production test on the Nomgon sub-basin coal seams • This will be the first test of its kind in Mongolia • The testing program is primarily designed to: • Provide key data points for determining commerciality
Slide 15: Timetable
Timetable For personal use only Activity Q1 2021 Q2 2021 Q3 2021 Q4 2021 • Local Govt Regulatory & • National Approvals Permitting • Community • Community • Community Community • Local Govt Liaison & Liaison & Investment Liaison & Investment Permitting Investment G&G Studies and Analysis Seismic 200
Slide 16: Work program steadily increasing
Work program steadily increasing For personal use only 2022 ü “Rinse & repeat” model established ü Consistently expanding each year Onwards Consistent, expanding Programs ü Low risk ü Low cost + ells ts + 2021 e w s Mor ore te lopme nt 13 wells, 1 production test & 200km seismic M Deve + 2020 3 w el
Slide 17: The Opportunity & Markets
4. For personal use only The Opportunity & Markets 17
Slide 18: Gas Markets
Gas Markets For personal use only Shell LNG Outlook 2021 China “China is the world’s most important “Gas and LNG have a key role to gas market” Wood Mackenzie 5 August play in a decarbonising world ” 2020 “..net-zero emissions requires cleaner energy solutions for all sectors and Mongolian CSG expec
Slide 19: Multiple Market Opportunities
Multiple Market Opportunities For personal use only Existing large-scale electricity Cash-flow generation from e.g. transmission running through electricity generation & SSLNG the PSC to China has large spare can be early and modular capacity and Mongolia’s grid needs new power sources Local mining
Slide 20: Investment Highlights
Investment Highlights For personal use only Elixir delivers on strategy Expanded 2021 appraisal 100% ownership position with first CSG discovery and exploration program as maximizes optionality in made in Mongolia in 2020 ”rinse & repeat” program multiple ways rolls out Low cost, safe and Multiple m
Slide 21: Important Notice & Disclaimer
Important Notice & Disclaimer For personal use only This document has been prepared by Elixir Energy Limited (ABN 51 108 230 995) (“Elixir”) in connection with providing an overview of its business to interested analysts/investors. This presentation is being provided for the sole purpose of providin
Slide 22: Investors & Media
For personal use only INVESTORS & MEDIA Neil Young Managing Director info@elixirenergy.net.au Phone +61 8 7079 5610 www.elixirenergy.net.au www.elixirenergy.net.au
Elixir Energy — Australian Energy & Minerals Investor Conference (March 2021) on 6ix