Tlou Energy Ltd · ASX:TOU
Tlou Energy — Shareholder Meeting (November 2016)
18 slides from Tlou Energy's shareholder meeting presentation, Nov 10, 2016
Slide 1: Gas to Power in Botswana
For personal use only Gas to Power in Botswana Annual General Meeting November 2016
Slide 2: Disclaimer
DISCLAIMER For personal use only This presentation (Presentation) has been prepared by Tlou Energy Limited (Tlou). The Presentation and information contained in it is being provided to shareholders and investors for information purposes only. The information contained in this disclaimer does not con
Slide 3: Overview
OVERVIEW Delivering gas-to-power via CBM in a market with huge demand For personal use only MARKET ASX / AIM • 8,300km2 licence area, contingent resources and initial gas reserves in place EPIC TOU/ TLOU • First EIS approval for a CBM project in SHARES IN ISSUE 237M Botswana MARKET CAP GBP - £21M •
Slide 4: Strong Track Record
STRONG TRACK RECORD Led by an experienced team including a pioneer of CBM in Queensland For personal use only Anthony (Tony) Gilby • Geologist with over 30 years’ industry experience • Co-founder of a number of CBM companies • Previous technical roles for ESSO & Exxon MD & CEO • Led takeover of Suns
Slide 5: Share Register
SHARE REGISTER For personal use only Shareholding 35% AIM, 31% 30% ASX - Retail, 25% 25% 20% Institutions, 18% HNW, 18% 15% Management, 8% 10% 5% 0% AIM ASX - Retail Institutions HNW Management 5
Slide 6: Why Invest in Tlou?
WHY INVEST IN TLOU? For personal use only •Tlou has Botswana’s only independently Only CBM reserves in certified gas reserves and Botswana •Government sanctioned 50MW greenfield gas-to-power project •The Company has a 100% working interest 100% owned in tenements covering over 8,000 Km2 Environmenta
Slide 7: Vision & Strategy
VISION & STRATEGY Long term vision to build a mid-tier energy provider in Southern Africa For personal use only In June 2016, Botswana’s Government Export Power announced that CBM is to be Greenfield IPP included as part of 300MW the plan to deal Orapa 45MW expansion and with the country’s 90MW conv
Slide 8: Scalable 50MW Project - Key Steps
SCALABLE 50MW PROJECT - KEY STEPS Plan to deliver first gas to market via the first phase (10MW) of a scalable 50MW project For personal use only 8
Slide 9: Regional Power Dynamic
REGIONAL POWER DYNAMIC As Botswana’s reliance on non-firm imports and on-going diesel generation increases, For personal use only the support for domestic sources of energy is strong Southern African Development Community - Supply and Demand • Botswana’s demand to increase 37% to 1,017MW by 2025 • C
Slide 10: Gas to Power Plans in Botswana
GAS TO POWER PLANS IN BOTSWANA Lesedi is ideally located for access to supporting infrastructure For personal use only 10
Slide 11: Lesedi Project Map
LESEDI PROJECT MAP For personal use only Large licence area, significantly de-risked, Tlou operating since 2009 11
Slide 12: Lesedi in Numbers
LESEDI IN NUMBERS Independent Gas Reserves Certification Technical Fundamentals For personal use only 2.7 Coal Depth ~260-764m 0.1 52.9 BCF BCF BCF Gas Contents (Average) 4-6 m3/t (DAF) (1P) (2P) (3P) Gas compositions 80-95% methane Tlou 1P 2P 3P 1C 2C 3C Gas Prospective Location Project Interest (B
Slide 13: Proposed Market Opportunities
PROPOSED MARKET OPPORTUNITIES Multiple market opportunities – significant demand following successful commissioning For personal use only of 50MW plant Phase Market Opportunity Strategy 1 Grid connection Scalable new 50MW Expand pilot project to supply initial via transmission grid-connected pow
Slide 14: Investment Case
INVESTMENT CASE For personal use only Approved EIS for Government upstream sanctioned 50MW development Project Only CBM Reserves in Botswana Huge market 100% owned opportunity 14
Slide 15: Contact
CONTACT Tlou Energy Limited For personal use only 210 Alice St Brisbane QLD 4000 Australia T:+61 7 3012 9793 Ground Floor, Victoria House 132 Independence Avenue Gaborone Botswana T:+267 316 0857 W:www.tlouenery.com E: info@tlouenergy.com ASX: TOU AIM: TLOU 15
Slide 16: Appendix: Coal Bed Methane (CBM)
APPENDIX Coal bed methane (CBM) For personal use only • Chemically identical to other sources of gas but is produced by non-conventional methods • Extracted from coal seams rather than sandstone reservoirs • Main component from natural gas is methane • Typically found at depths of 400m – 1,000m enab
Slide 17: Operating in Botswana
OPERATING IN BOTSWANA For personal use only High Major power deficiency energy in the region prices Attractive Large operating Stable Supportive mining and jurisdiction government industry to regulatory power regime 17
Slide 18: Gas to Power in Botswana
For personal use only Gas to Power in Botswana Annual General Meeting November 2016