Gold Hydrogen Ltd. · ASX:GHY
Gold Hydrogen — Investor Presentation (February 2023)
22 slides from Gold Hydrogen's investor presentation, Feb 21, 2023
Slide 1: Gold Hydrogen: Developing Naturally Occurring Australian Hydrogen Resources
Non-Deal Roadshow | September 2022 For personal use only Gold Hydrogen Developing Naturally Occurring Australian Hydrogen Resources Gold Hydrogen Limited Resource Lunch, Darling & Co., Paddington, QLD | 1 February 21, 2023
Slide 2: Important Notice & Disclaimer
Non-Deal Roadshow | September 2022 Important Notice & Disclaimer For personal use only This presentation is not a prospectus, disclosure document or offering document under Australian law or under any other law. This presentation contains “forward looking statements” concerning the financial conditi
Slide 3: Corporate Snapshot
IPO Roadshow | November 2022 Corporate Snapshot ASX debut on 13 January 2023; ASX ticker “GHY” For personal use only • $20 million raised at 50 cents per share via IPO, managed and underwritten by Morgans • 140 million shares on issue, with 97 million subject to escrow arrangements (most for 24 mont
Slide 4: Executive Summary - Low cost, low carbon Hydrogen
Non-Deal Roadshow | September 2022 Executive Summary - Low cost, low carbon Hydrogen For personal use only Title over reported natural Certified Prospective Resource for natural hydrogen prospective hydrogen with an unrisked Best Estimate of 1.3 resource occurances billion kilograms (refer Slide 12)
Slide 5: Industry Overview
Non-Deal Roadshow | September 2022 For personal use only Industry Overview 5 Gold Hydrogen Limited 5
Slide 6: Global Hydrogen Forecast
Non-Deal Roadshow | September 2022 Global Hydrogen Forecast Substantial investment laying the foundation for hydrogen use For personal use only Global Hydrogen Demand by Sector, Net Zero Emissions Target Scenario (Mt) 527 A$629B 31 Projected annual investment on 102 hydrogen projects in A$184B 2050
Slide 7: Types of Hydrogen Production
Types of Hydrogen Production Naturally occurring Hydrogen offers a significant cost and carbon neutral advantage relative to other hydrogen production (manufacturing) processes. For personal use only Natural $1.003 Source: Frost and Sullivan, Sep-2022 1. P = Polymer electrolyte membrane electrolysis
Slide 8: Key Trends Driving Hydrogen Adoption
Non-Deal Roadshow | September 2022 Key Trends Driving Hydrogen Adoption For personal use only Most hydrogen used today is in the production of ammonia and steel, or by oil refineries Future growth projections are based on a number of key trends that are driving adoption ESG investment and Technologi
Slide 9: Project Overview
Non-Deal Roadshow | September 2022 For personal use only Project Overview 8 Gold Hydrogen Limited 9
Slide 10: Gold Hydrogen's Ramsay Project
Non-Deal Roadshow | September 2022 Gold Hydrogen’s Ramsay Project For personal use only Gold Hydrogen has a 100% ownership of the Granted natural hydrogen flagship Ramsay Project covering 7,820km2 on exploration permit the Yorke Peninsula and Kangaroo Island in South Australia Ramsay H2 discovery we
Slide 11: Historical Drilling Encounters Hydrogen
Non-Deal Roadshow | September 2022 Historical Drilling Encounters Hydrogen For personal use only Historical drilling • Notable increase in natural hydrogen richness with depth, 90% H2 composition (air American Beach Ramsay corrected) circa 500m discovery well discovery well • Other known natural hyd
Slide 12: Independent analysis estimates a prospective Hydrogen resource of circa 1.3bn kilograms
Non-Deal Roadshow | September 2022 Independent analysis estimates a prospective Hydrogen resource of circa 1.3bn kilograms For personal use only • Best Estimate Prospective Resource calculated only to 750m Unrisked prospective hydrogen resources, PEL 687 (‘000 tonnes) • Deeper source, reservoirs, an
Slide 13: Key Success Factors
Non-Deal Roadshow | September 2022 Key Success Factors For personal use only Ramsay Project ticks the boxes in respect of the key attributes for the Formation and Accumulation of Natural Hydrogen Key Success Factor Ramsay Project The optimal geological conditions for the natural formation of Ramsay
Slide 14: Key Objectives
Non-Deal Roadshow | September 2022 Key Objectives For personal use only To initially validate the To demonstrate that natural natural hydrogen Gold Hydrogen’s core hydrogen is present in occurrences of the 1920s business objectives over the sufficient volumes to be and 1930s, and prove that next two
Slide 15: Enabling Engagements in Place
Non-Deal Roadshow | September 2022 Enabling Engagements in Place For personal use only Commonwealth Scientific Organisation Assist with and commence High-definition airborne survey Develop new techniques and workflows including subsurface over 18,203 line-kms at 500- processes to accurately identify
Slide 16: Planned Work Programs
Non-Deal Roadshow | September 2022 Planned Work Programs For personal use only Key Milestones for drilling the first Complete basis-of-design for Exploration Well- well in the Ramsay 1: Q1-CY23 Project include but not limited to: Complete procurement for Exploration Well-1: Q2-CY23 Wellbore-1 testin
Slide 17: Stage 1: Commercialisation: Initial Wellhead
Non-Deal Roadshow | September 2022 Stage 1: Commercialisation: Initial Wellhead For personal use only Using existing technology and infrastructure to convert hydrogen Resources to Reserves Wellhead Fuel Cell Unit Clean Energy Well #1 Wellhead Electrolysis • Exploration drilling in Q3 CY23 on Ramsay
Slide 18: Stage 2: Large Scale Commercialisation
Non-Deal Roadshow | September 2022 Stage 2: Large Scale Commercialisation For personal use only • Early opportunities to support local transition from carbon-based energy sources to natural hydrogen sources • Aligned to South Australia and National Hydrogen Action Plan • Ideally located supply for d
Slide 19: Indicative Schedule
Non-Deal Roadshow | September 2022 Indicative Schedule For personal use only Q4 CY22 Q1 CY23 Q2 CY23 Q3 CY23 Q4 CY23 Q1 CY24 Q2 CY24 Q3 CY24 Q4 CY24 Continued community & stakeholder engagement Project development Environmental approvals and land access Stage 1 – Gas Soil Stage 1 – Lab analysis CSIR
Slide 20: Key Board and Management
Non-Deal Roadshow | September 2022 Key Board and Management For personal use only Neil McDonald Alexander Downer Katherine Barnet Roger Cressy Karl Schlobohm Founder & Independent Independent Executive Director, Company Secretary & Managing Director Non-Executive Chair Non-Executive Director Commerc
Slide 21: Summary
Non-Deal Roadshow | September 2022 Summary For personal use only Title over reported natural hydrogen Certified Prospective Resource for natural hydrogen with an unrisked Best prospective resource occurances Estimate of 1.3 billion kilograms (refer Slide 12) Flagship project, exploration Ramsay Proj
Slide 22: For personal use only
Non-Deal Roadshow | September 2022 For personal use only Neil McDonald Director neil@goldhydrogen.com.au +61 0 421 331 933 Luke Titus Technical Director luke@goldhydrogen.com.au +61 0 488 012 122 goldhydrogen.com.au Gold Hydrogen Limited 28
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