Tmk Energy Limited · ASX:TMK
Tmk Energy — Good Oil Conference 2022
12 slides from Tmk Energy's conference presentation, Sep 7, 2022
Slide 1: Developing the South Gobi's Giant Natural Gas Resources
DISCOVER For personal use only 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 LIMTED For personal use only Giant Gas Discovery on The Doorstep of The Largest Energy Market PAGE 2 | TMK ENERGY LTD | WWW.TMKENERGY.COM.AU
Slide 3: South Gobi Natural Gas Project - Snapshot
SOUTH GOBI NATURAL GAS PROJECT - SNAPSHOT TMK acquired the ‘Gurvantes XXXV’ Project in February 2022 For personal use only Coal Seam Gas (CSG) Project covering 8,400 km2 Significant existing dataset from coal exploration (~2,500 drillholes) NSAI certified Prospective Resource (2U best case) of 5.96
Slide 4: Exploration Results – 100% Success
EXPLORATION RESULTS – 100% SUCCESS West 10km East For personal use only PAGE 4 | TMK ENERGY LIMITED | WWW.TMKENERGY.COM.AU
Slide 5: World Class Discovery
WORLD CLASS DISCOVERY Technical Parameters equal to or For personal use only Coal Thickness Gas Content Permeability Country Basin Coal Rank (m) (m3/t ar) (mD) better than most existing CSG fields San Juan Basin Sub/Bituminous 1 - 13 m <3 - 25 <10 - 100mD The geology favours relatively simple US Pow
Slide 6: Domestic Energy Market
DOMESTIC ENERGY MARKET For personal use only Mongolia currently has no gas production Strong political desire to develop natural gas industry to reduce pollution and address energy security, reliability, and independence Mongolia imported US$67 million worth of natural gas products in 2019. Huge gro
Slide 7: Export Gas Markets
EXPORT GAS MARKETS CHINESE ENERGY MARKET For personal use only Chinese natural gas demand rising continuously for last 20 years. Chinese gas demand estimated to double by 2040* Forecast supply deficit of between 2.0 TCF/pa and 7.6 TCF/pa** TMK WELL POSITIONED TO CAPITALISE ON CHINESE ENERGY DEMAND G
Slide 8: Key Deliverables
KEY DELIVERABLES For personal use only Low exploration costs that deliver high value outcomes Advanced nature of project and successful exploration allows for advancing project quickly Fast track to early commercialisation PAGE 8 | TMK ENERGY LIMITED | WWW.TMKENERGY.COM.AU
Slide 9: TMK Investment Opportunity
TMK INVESTMENT OPPORTUNITY For personal use only “ It is a truly exciting time in the exploration and evaluation phase of the Gurvantes CSG Project, with the drilling program delivering what we believe is a world class CSG project right next door the largest growing energy market in the world, China
Slide 10: Corporate Snapshot
CORPORATE SNAPSHOT MANAGEMENT For personal use only Ordinary Shares ~3.52 Billion Brendan Stats – Chief Executive Officer Shareholders ~1,000 Ganzo Vanchig – Chief Operating Officer (Mongolia based) 12 Month Price Range $0.007 to $0.019 Dougal Ferguson – Chief Commercial Officer Market Capitalisatio
Slide 11: 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 12: For personal use only
1202 Hay Street +61 8 6319 1900 info@tmkenergy.com.au www.tmkenergy.com.au West Perth WA 6005 For personal use only