Top End Energy Limited · ASX:TEE
Top End Energy — Investor Presentation (April 2025)
15 slides from Top End Energy's investor presentation, Apr 1, 2025
Slide 1: America's Next Energy Boom: Second Quarter Outlook
AMERICA’S NEXT ENERGY BOOM SECOND QUARTER OUTLOOK 1 APRIL 2025
Slide 2: Disclaimer
Disclaimer This presentation (Presentation) is dated 1 April 2025 and has been prepared and authorised by Top End Energy Limited (ASX: TEE) (ACN 650 478 774) (the Company) for the sole purpose of providing preliminary background information to enable recipients to review the business activities of t
Slide 3: Corporate Snapshot
Corporate Snapshot Capital Structure (ASX: TEE) Board & Management Share Price $0.08 Luke Velterop | Chief Executive Officer ‣ Energy exploration & new energy projects ‣ Developer of the Serpentine Natural Hydrogen Project Shares on Issue 279M Market Capitalisation (undiluted) $22.3M Pat Burke | Exe
Slide 4: Why Invest Today?
Why Invest Today? ‣ Natural hydrogen exploration is already being de-risked by first movers ‣ As a fast follower, we can compress 2 to 3 years of development into less than 12 months using proven strategies ‣ Our exploration and farm-out strategy will reduce dilution and spread risk ‣ We are fully f
Slide 5: Our Mission
Our Mission ‣ We are positioned to act quickly, harness innovation and unlock value by recruiting top talent and leveraging established knowledge ‣ Our mission is to fast-track to industry leadership and .become among the first to produce commercial-scale natural hydrogen, pioneering a sustainable e
Slide 6: Serpentine Natural Hydrogen Project
Serpentine Natural Hydrogen Project ‣ Kansas, USA has emerged as a global hotspot for natural hydrogen exploration ‣ Koloma, the global leader, has drilled three of the world's first exploration wells and raised US$400M ‣ Australian peer HyTerra is now preparing to spud a multi-well exploration prog
Slide 7: 2025 Exploration Strategy
2025 Exploration Strategy Leasing Phase Pre-Drill Phase Exploration Drilling Phase Q1, 2024 Now Now 2H, 2025 2H, 2025 ‣ Acquisition of ‣ Technical evaluations ‣ Joint development with Serpentine Energy and appointments farm-in partners ‣ Secured highly ‣ Identification and ‣ Advance site works and s
Slide 8: Up Ahead This Quarter
Up Ahead This Quarter Fully funded to execute pre-drill milestones ‣ Finalise expansion of lease holdings to 30,000 acres ‣ Recruit specialists to apply established knowledge ‣ Secure operator licence and first drilling permit ‣ Delivery of prospective resource assessment to communicate resource pot
Slide 9: Room For Growth
Room For Growth ‣ Newest entry to sector ‣ Adjacent to Koloma in Kansas ‣ ‘Fast follower’ advantage $95M $65M $45M $30M $22M Koloma Snow Fox Gold HyTerra Helix Quebec Top End (Private) Discovery Hydrogen (ASX: HYT) Exploration Inn. Materials Energy Private co. valuation assumed to (Private) (ASX: GH
Slide 10: USGS estimate of recoverable natural hydrogen
“ We calculate the energy content of the estimated recoverable amount of hydrogen to be roughly twice the amount of energy in all the proven natural gas reserves on Earth United States Geological Survey, Dec 2024 KS USGS has unveiled its 2025 natural hydrogen prospectivity map 10
Slide 11: First Movers Already De-risking
First Movers Already De-risking ‣ 10+ occurrences of natural hydrogen recorded with up to 92% H2 confirmed by laboratory testing ‣ Unique geological conditions support the generation, migration and preservation of natural hydrogen ‣ Exploration drilling by Koloma has spurred a substantial increase i
Slide 12: A Problem Worth Solving
A Problem Worth Solving High CO2 ‣ The drive to decarbonise has sparked the adoption of hydrogen as a key industrial, baseload energy source ‣ Problem Manufacturing green hydrogen relies on expensive Grey Hydrogen Blue Hydrogen Manufactured Manufactured from and intermittent energy from fossil fuels
Slide 13: Path To Market
Path To Market We’re focussed on established, high demand ‣ U.S. Midwest benefits from established $5B+ markets with existing supply chains hydrogen market, driven by existing feedstock demand for ammonia production, chemical refining and manufacturing ‣ Clear path to displace fossil fuels without r
Slide 14: Australian Portfolio - Beetaloo Flow Testing
Australian Portfolio - Beetaloo Flow Testing ‣ TEE has 3 permits in the proven Beetaloo sub- basin adjacent to the Tamboran Resources, with access to the same reservoirs EP 153 EP 154 ‣ EP 153 & EP 154 sit directly north of EP 98 Shenandoah prospect, as well as a frontier southern flank in EP 258 To
Slide 15: ASX: TEE Top End Energy Ltd
Luke Velterop, CEO ASX: TEE Top End Energy Ltd @TopEndEnergy luke@serpentineenergy.com