Amplitude Energy Limited · ASX:AEL
Amplitude Energy — Cooper Energy — RBC Australian Energy Forum 2024
9 slides from Amplitude Energy's conference presentation, Oct 31, 2024
Slide 1: RBC Australian Energy Forum
For personal use only RBC AUSTRALIAN ENERGY FORUM Jane Norman, Managing Director & CEO
Slide 2: Disclaimer
DISCLAIMER This document contains summary information about Cooper Energy and its activities as at the date of this document and should not be considered to be comprehensive or to comprise all the information which a shareholder or potential investor in Cooper Energy may require in order to determin
Slide 3: A Domestic Gas Producer in Southeast Australia
A DOMESTIC GAS PRODUCER IN SOUTHEAST AUSTRALIA 100% domestic with untapped resources, close to a structurally short gas market Integrated operator across Gippsland & Otway Basins Company overview For personal use only Adelaide Ticker ASX:COE NSW SA Number of shares outstanding, MM 2,640.0 VIC 30-day
Slide 4: Domestic Gas is the Cheapest & Lowest Emissions Option
DOMESTIC GAS IS THE CHEAPEST & LOWEST EMISSIONS OPTION LNG imports to Victoria would be ~2x more expensive and 2-7x more emissions intensive than Cooper Energy’s domestic gas East Coast contracted gas prices, A$/GJ Emissions intensity of producing LNG vs. domestic gas, kgCO2e/GJ4 For personal use on
Slide 5: Orbost Performance Improvement
ORBOST PERFORMANCE IMPROVEMENT New production records set at Orbost with the plant recently operating near nameplate capacity Orbost Gas Processing Plant (OGPP) average processing rate, TJ/d For personal use only Recent production records due to sulphur processing improvements and better overall p
Slide 6: Building a Track Record of Performance
BUILDING A TRACK RECORD OF PERFORMANCE Delivering production growth and cost reductions to drive earnings and cash generation Production, TJe/d Production expenses, $mm \ $ per GJ produced 100 5.00 For personal use only 62.1 90 4.50 80.4 59.8 80 4.00 70 3.97/GJ 61.1 59.2 3.50 60 55.5 3.00 50 40 2.80
Slide 7: East Coast Supply Project Targeting First Gas 2028
EAST COAST SUPPLY PROJECT TARGETING FIRST GAS 2028 Unlocking gas resources in established basins to backfill existing infrastructure Rig campaign For personal use only scheduled from H2 2025 First gas 2028 >350 Bcf1 gross unrisked Strong gas resource customer potential support Exceeds NPV, Strong cu
Slide 8: Shaping Gas Supply to Create Premium Products for Customers
SHAPING GAS SUPPLY TO CREATE PREMIUM PRODUCTS FOR CUSTOMERS Strategic infrastructure and market position provides potential for Cooper Energy to maximise the value of our gas through the energy transition Agreement to supply Bairnsdale peaker with as-available gas Potential restart and repurpose of
Slide 9: Focus for FY25 and Near-Term Investment Catalysts
FOCUS FOR FY25 AND NEAR-TERM INVESTMENT CATALYSTS Shareholder returns to be driven by increasing production into a tight market, operational leverage and de-risking growth For personal use only Targetting group production run-rate of >70 TJe/d by end-FY25 Progress the preferred drilling program to d