Greenvale Energy Limited · ASX:GRV
Greenvale Energy — Resources Rising Stars Summer Series 2024
17 slides from Greenvale Energy's conference presentation, Feb 1, 2024
Slide 1: ASX Announcement: Investor Presentation - Resources Rising Stars Summer Series
ASX ANNOUNCEMENT 1 February 2024 INVESTOR PRESENTATION-RESOURCES RISING STARS SUMMER SERIES Greenvale Energy Ltd (ASX: GRV) (‘GRV’, ‘Greenvale’ or ‘the Company’) is pleased to provide a corporate presentation that will be delivered by its Director and Chief Executive Officer, Mark Turner, at the Res
Slide 2: Transformational growth in rare, high-value commodities for Australia's future
For personal use only ASX: GRV Transformational growth in rare, high-value commodities for Australia’s future High-value bitumen and helium assets with a rapid development pathway Resource Rising Stars Summer Series, 1 February Brisbane 2024 | Mark Turner, CEO 1
Slide 3: Important Information
Important Information DISCLAIMER expressions. For personal use only This document and all other information (whether in writing or otherwise) which may be made available, or part thereof The forward-looking statements in this presentation are based on current expectations, estimates, forecasts and d
Slide 4: GRV: Corporate Summary
GRV: Corporate Summary CAPITAL STRUCTURE BOARD & MANAGEMENT For personal use only Neil Biddle Mark Turner Non-Executive Chairman Executive Director 440M 38M Geologist with +35 years’ experience in exploration and mining. Founding Engineer with +25 years’ experience in the energy sector and a proven
Slide 5: Greenvale Energy – Our Value Proposition
Greenvale Energy – Our Value Proposition HIGH-QUALITY ASSETS WITH A CLEAR DEVELOPMENT PATHWAY For personal use only ALPHA HIGH-GRADE QLD TORBANITE HELIUM & GEOTHERMAL PROJECT HYDROGEN PROJECT PROJECT High-grade Untapped renewable bituminous shale Central energy opportunity Australia SEALED ROADS CRI
Slide 6: Alpha Torbanite Project
Alpha Torbanite Project UNIQUE, HIGH-VALUE PROJECT GEARED TO AUSTRALIA’S On the road to For personal use only BURGEONING INFRASTRUCTURE NEEDS developing Australia’s only Rare, high-value torbanite deposit located in domestic source of central Queensland, 500km west of bitumen… Rockhampton • One of o
Slide 7: Alpha: High-Grade, High-Value
Alpha: High-Grade, High-Value ON THE PATHWAY TO DEVELOPMENT For personal use only • Updated Inferred Mineral Resource Estimate of 28Mt from the previous 18.6Mt of torbanite and cannelite. • 27.7 million barrels of synthetic oil equivalent 28Mt Inferred Resource of Torbanite & Cannel Coal • Ultra hig
Slide 8: Alpha: Key Upcoming Catalysts
Alpha: Key Upcoming Catalysts POISED FOR A PERIOD OF INTENSIVE NEWS-FLOW For personal use only • Test Program 4 Liquefaction Results to establish a definitive processing pathway • Certified product from Technix • Customer engagement • Pre-Feasibility Study High-quality partners: Technical Consultant
Slide 9: An Exciting, High-Value Growth Market
An Exciting, High-Value Growth Market BITUMEN IMPORTATION FEEDS CRITICAL INFRASTRUCTURE, WITH A HEAVY RELIANCE ON CHINA For personal use only Australian Bitumen Imports Australian Bitumen Demand C170 Bitumen Price Index by Country of Origin by Volume (‘000t) (A$/tn) ↑21% Increase in average monthly
Slide 10: West Walker Project
West Walker Project HIGH-GRADE HELIUM AND HYDROGEN OPPORTUNITY For personal use only IN CENTRAL AUSTRALIA Farm-in agreement with Mosman Oil & Gas to acquire a 75% interest in EP145 in the Amadeus Basin • Amadeus Basin has some of the highest concentrations of helium globally, as well as confirmed hy
Slide 11: West Walker Project: Proven Helium and Hydrogen Potential
West Walker Project PROVEN HELIUM AND HYDROGEN POTENTIAL, CLOSE TO EAST COAST GAS MARKETS For personal use only • Mosman Oil & Gas reported a Prospective Resource Estimate for EP 145 in October 2022: • “Best Estimate” of 440Bcf Total Gas, including 26.4Bcf helium and 26.4Bcf hydrogen • Dataset is ve
Slide 12: West Walker Project: Next Steps
West Walker Project NEXT STEPS – RAPID PATHWAY TO UNLOCK VALUE For personal use only • Acquisition of 2D seismic data • Interpretation of seismic results to support planning for an initial drilling program • Drilling “sweet-spot” identified in EP145 which could test all targets – helium, hydrogen an
Slide 13: Helium: Surging Price and Fast-Growing Market
Helium: Surging Price and Fast-Growing Market A HIGH-VALUE COMMODITY WHICH IS EXPERIENCING EXPONENTIAL PRICE GROWTH For personal use only Historical price of bulk liquid helium US$/thousand standard cubic feet (Mscf) Long-term contract bulk liquid helium pricing US$450/Mscf March 2023 Source: Kornbl
Slide 14: Helium: Essential to A High-Technology World
Helium: Essential to A High-Technology World THE HELIUM MARKET IS GROWING RAPIDLY AS TECHNOLOGY AND ARTIFICIAL INTELLIGENCE EVOLVES For personal use only Estimated Global Helium Market Actual US$ billions Forecast MRI Semiconductors Welding 22% Market Share 19% Market Share 12% Market Share Demand t
Slide 15: Helium, Hydrogen, Natural Gas
Helium, Hydrogen, Natural Gas HIGH-VALUE COMMODITIES WITH OUTSTANDING MARKET FUNDAMENTALS For personal use only Helium Natural Hydrogen (Gold Hydrogen) Natural Gas • Lowest cooling temperature of any element – • Alternative, clean, carbon-free fuel • As Australia transforms to meet Net Zero invaluab
Slide 16: Geothermal Opportunity
Geothermal Opportunity UNTAPPED RENEWABLE ENERGY OPPORTUNITIES IN QUEENSLAND For personal use only Major Government investment to deliver on renewable targets • 2023-24 State Budget committed Limitless Flexible and $19B over four years to deliver more potential uses controllable energy renewable ene
Slide 17: Key Investment Takeaways
Key Investment Takeaways A modern resources company with assets that look beyond traditional MULTIPLE VALUE-CREATION PATHWAYS hydrocarbons. For personal use only A unique growth opportunity in rare, critical, high-value commodities Alpha Torbanite Project advancing towards commercialisation Id
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