Kinetiko Energy Ltd. · ASX:KKO
Kinetiko Energy — Investor Presentation (May 2022)
15 slides from Kinetiko Energy's investor presentation, May 3, 2022
Slide 1: The Clean Energy Solution for South Africa
The Clean Energy Solution for South Africa MAY 2022 ASX:KKO | www.kinetiko.com.au
Slide 2: Disclaimer
Disclaimer This document should be read in conjunction with any other available information on Kinetiko Energy Ltd. This document is a summary only and does not include all information about the Company’s assets and liabilities, financial position and performance, profits and losses, prospects and t
Slide 3: 100%* owner and operator of Afro Energy
DOMINANT PREMIUM LAND POSITION 100%* owner and operator of Afro Energy Johannesburg Over 12 years activity in South Africa Kinetiko vision to become South Africa’s largest on shore gas producer Strategic location in the centre of South African energy infrastructure Richards Bay Not a shale gas compa
Slide 4: Largest continuous landowner in the heart of the Permian Age Coal Fields
DOMINANT PREMIUM LAND POSITION Largest continuous landowner in the heart of the Permian Age Coal Fields Project area covers 7,000km2 with 4,604km2 of granted exploration rights Proven and highly prospective Permian Age Coal Fields Equating to approximately 2% of South Africa’s total land mass 44
Slide 5: Decisive advantages to drive investment return
5 THE CASE FOR INVESTMENT Decisive advantages to drive investment return 01 03 05 Unmatched Significant Transformational strategic infrastructure commercialisation resource in place options Pipelines, Electricity Multiple channels to Independently certified grids and virtual gas monetisation and 2C
Slide 6: Strategic Partnerships and Capital have been secured to expedite growth
STRATEGIC STRENGTHS Strategic Partnerships and Capital have been secured to expedite growth Joint Development Agreement with the Industrial Development Corporation of South Africa Afro Energy has entered into a joint development agreement (“JDA”) with the Industrial Development Corporation of South
Slide 7: Drilling
OPERATIONS Drilling Adding to two existing, pilot production wells, KKO drilled three wells in similar and neighbouring compartments. They were called Korhaan-3, Korhaan-4 and Korhaan-5 in honour of the Blue Korhaan, an endemic bird species of the SA Grasslands Biome where KKO are currently operatin
Slide 8: After three well campaign, intention to focus on the following aspects of the expansion
FUTURE PLANNING: After three well campaign, intention to focus on the following aspects of the expansion Extending the Korhaan well collection to create a minimum production volume to support a modular infield GTP generator (scalable from 1MW to 5MW output) and to support the construction of an in-f
Slide 9: Gas to market with immediate gains
SIGNIFICANT INFRASTRUCTURE IN PLACE Gas to market with immediate gains Komati 940mW Power stations, gas pipelines, high voltage transmission Camden lines, road and rail 1,699mW ER272 All adjacent to exploration SASOL Secunda rights, existing and available Grootvlei 1,200mW Power Plants ER320 Tutuka
Slide 10: Amersfoort Project: Independently certified contingent 2C gas resource of 4.9 TCF
UNMATCHED STRATEGIC RESOURCE Amersfoort Project: Independently certified contingent 2C g a s resource of 4.9 TCF* High quality results from 2018 independent GAS flow testing Resource Statement Gas Gross 95% gas recovery with low levels of groundwater produced Unit=Billion Cubic Feet Unit=Billion Cub
Slide 11: Roadmap progress to become the region's gas leader
STRATEGIC STRENGTHS Roadmap progress to become the region’s g a s leader C OMP LETED C OMP LETED C OMP LETED C OMP LETED UNDERW AY WE AR E H ER E SU C C ESS FU L EXPANSION D R ILLIN G FIRST ENERGY P ILOT F IEL D MAID EN GAS P R OD UC TION EXPLORATION P R OGR AM SALES JOINT VENTURE R ESER V ES FLOW T
Slide 12: Majorly undervalued share price compared to peers, equating to excellent growth potential
STRATEGIC STRENGTHS Majorly undervalued share price compared to peers, equating to excellent growth potential Cash Share Shares Mkt Cap EV 2P BCF 3P BCF 2C TCF ASX: Location (m) Price (m) (m) (m) (net) (net) (net) 1 KKO South Africa $1.0 $0.083 626 $52 $52 - - 4.9 2 RLT South Africa $51.2 $3.87 123
Slide 13: A winning formula for investment success
STRATEGIC STRENGTHS A winning formula for investment success Headquartered Experienced $55M First Mover, in Perth, Team on Market Cap Future Energy Western the ground @ $0.08 Leader Australia Rapidly Elephant-scale Significant developing and Low valuation in 4.9Tcf Southern African supportive compar
Slide 14: Capital structure assuming rights issue completion
CORPORATE SNAPSHOT Capital structure assuming rights issue completion $0.16 5,000,000 698M $0.083 $57.9M $0.14 4,500,000 Current Shares Share Price Market Cap 4,000,000 $0.12 3,500,000 $0.10 3,000,000 $4.0M $53.9M $0.08 2,500,000 2,000,000 Cash Enterprise Value $0.06 1,500,000 $0.04 1,000,000 9M 707
Slide 15: The Clean Energy Solution for South Africa
This presentation was approved for release by Adam Sierakowski, Executive Chairman 3 May 2022 Mr Nick de Blocq Chief Executive Officer The Clean Barrington House 283 Rokeby Road Subiaco Western Australia Energy Solution 6008 for South Africa info@kinetiko.com.au www.kinetiko.com.au @Kinetiko_KKO ASX