Brookside Energy Limited · ASX:BRK
Brookside Energy — Investor Presentation (October 2025)
20 slides from Brookside Energy's investor presentation, Oct 3, 2025
Slide 1: Investor Presentation October 2025
Investor Presentation October 2025 For personal use only Grow production. Build scale. Return capital. Mid-Continent focused oil and gas Exploration and Production company ASX: BRK | OTC Pink: RDFEF | NYSE American ADR: targeted for 2H2025 brookside-energy.com.au
Slide 2: Disclaimer
Disclaimer Forward-looking Statements and Other Disclaimers Reserves Cautionary Statement For personal use only This presentation may include forward-looking statements. Forward-looking statements are only Oil and gas reserves and resource estimates are expressions of judgment based on knowledge, pr
Slide 3: Investment Highlights
Investment Highlights Operating in the Anadarko Super-Basin, a proven source of high-margin production. Scaled, HBP-operated Drilling Spacing Units (DSUs) in the core of the SWISH Play For personal use only High-impact growth optionality plus active leasing success Strong balance sheet with no debt,
Slide 4: Growing Position in a World-Class Super Basin
Growing Position in a World-Class Super Basin Anadarko Basin is a globally significant super basin: diverse, resource-rich, and still under-developed For personal use only Scale and Legacy: ~50 billion BOE already produced from >500,000 wells; home to 46 giant oil fields Future Potential: Industry e
Slide 5: Key Elements of the Strategy
Key Elements of the Strategy Grow production, Build scale and Return capital For personal use only Consistent execution since SWISH discovery. Brookside has delivered across all three pillars of its strategy since unlocking the SWISH Play. Grow Production: Zero to ~2,000 BOE/day from nine horizontal
Slide 6: Opportunity: Valuation Disconnect
Opportunity: Valuation Disconnect Global Energy Sentiment at Multi-year Low. For personal use only Institutional exposure to energy remains near the lowest levels in 15+ years, with fund managers more underweight BRK 10-year today than during the depths of COVID. Prolonged bearish positioning coinci
Slide 7: Opportunity: Comparison to US Peers
Opportunity: Comparison to US Peers Trading at significant discount to United States listed peers For personal use only Brookside trades at ~1.1x 2024 EBITDA vs peer median of ~4.3x Investors can buy Brookside’s production at a fraction of peer valuations. Trading at EV/2025E Production of ~US$8,100
Slide 8: Track Record of Execution
Track Record of Execution Leasing-led strategy (launched 2018): Built position from the ground up, secured five operated DSUs in the core of the For personal use only high-value SWISH Play. Operational performance: Nine horizontal wells drilled, completed and turned to sales ahead of schedule and un
Slide 9: High-Impact, Liquids-Rich Core Acreage
High-Impact, Liquids-Rich Core Acreage 5,000 net acres across five operated DSUs in the core of the SWISH Play (southern SCOOP, Anadarko Super-Basin, For personal use only Oklahoma). Over 2.99 MMBOE produced from Brookside-operated wells since 2020. Targeting the Sycamore Lime and Woodford Shale, wi
Slide 10: SWISH Play Reserves
SWISH Play Reserves 12.4 MMBOE SWISH Play, independently certified Oil (Bbls) NGL (Bbls) Gas (Mcf) BOE Net Reserves1. For personal use only PDP 736,131 735,389 7,090,355 2,653,246 PDNP 7,897 - 18,220 10,934 58% liquids - high-value Proved Reserves weighted PUD 756,398 660,133 5,412,249 2,318,573 tow
Slide 11: Emerging SWISH Sub-Plays
Emerging SWISH Sub-Plays Two new sub-plays identified within SWISH Play: Generalized stratigraphic column for the Anadarko Basin and the Southern Oklahoma Fold Belt Provinces: USGS 2014 Simpson Group sands and Caney Shale For personal use only Southern Modern horizontal drilling unlocking new pay An
Slide 12: Building Scale with a New AOI
Building Scale with a New AOI Riverbend AOI: High-Impact Reserves Growth Opportunity For personal use only Large, Proven Resource Potential: Laterally continuous reservoirs with strong analogue production history (>7MMbbl oil, 11 Bcf gas nearby), spanning ~24 square miles. High Liquids Content: Proj
Slide 13: Disciplined Execution, Positioned for Growth
Disciplined Execution, Positioned for Growth Balance of 2025 / FY2026 Tactical Priorities For personal use only Strong free cash flow at forward strip pricing provides the platform to execute - maintaining production, preserving inventory, building scale, and continuing capital returns through the o
Slide 14: 2H2025 Catalysts
2H2025 Catalysts Unlocking Value, Driving Visibility For personal use only United States Market Expansion: NYSE American ADR listing targeted for 2H2025, with U.S. investor engagement and roadshows to get underway. Capital Return Program: On-market buy-back (of up to 5% of issued capital) underway,
Slide 15: Capital Structure and Liquidity
Capital Structure and Liquidity Capital Structure Share Price Performance ($A) October 2025 12-months to September 2025 For personal use only ASX Code BRK OTC Code RDFEF Shares Outstanding 96.1 million Market Capitalization ~A$35 million (US$23 million) Cash A$8.3 million (closing cash 2Q2025) Debt
Slide 16: Board and Management Team
Board and Management Team Deep United States Oil and Gas Experience. Board Management For personal use only Decades of combined experience across United States Michael Fry Lee Francis upstream oil and gas, with a focus on unconventional resource Chairman EVP Operations plays. Richard Homsany Katheri
Slide 17: Investment Highlights
Investment Highlights Operating in the Anadarko Super-Basin, a proven source of high-margin production. Scaled, HBP-operated Drilling Spacing Units (DSUs) in the core of the SWISH Play For personal use only High-impact growth optionality plus active leasing success Strong balance sheet with no debt,
Slide 18: Connect with us.
Connect with us. For personal use only Join the conversation www.x.com/BrooksideEnergy Follow us www.linkedin.com/company/ brookside-energy-limited eNews Subscribe to our e-news: https://relait.brookside- energy.com.au/announcement- dashboard David Prentice Managing Director and CEO david@brookside-
Slide 19: Appendix A: Key Terms and Abbreviations
Appendix A: Key Terms and Abbreviations TERM DEFINITION ADR American Depositary Receipt – enables US investors to trade foreign stocks For personal use only BOE Barrels of Oil Equivalent – standardized measure of oil and gas volume BOEPD Barrels of Oil Equivalent per Day – daily production rate CAPE
Slide 20: Appendix B: Key Metrics and Peer Comparisons
Appendix B: Key Metrics and Peer Comparisons Company Name Ticker EV/2024 EV/2025E EV/YE24 1P EV/YE24 2P EV/2024 EV/2025E EBITDA EBITDA Reserves Reserves Production Production For personal use only $/boe $/boe $/boepd $/boepd Brookside Energy BRK 1.1x 0.9x $ 3.62 $ 1.46 $ 11,509 $ 8,124 Epsilon EPSN
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