Gold Hydrogen Ltd. · ASX:GHY
Gold Hydrogen — Shareholder Meeting (October 2023)
22 slides from Gold Hydrogen's shareholder meeting presentation, Oct 3, 2023
Slide 1: Aiming to Discover and Develop Naturally Occurring Australian Hydrogen
For personal use only Aiming to Discover and Develop Naturally Occurring Australian Hydrogen AGM Presentation 3 October 2023
Slide 2: Important Notice & Disclaimer
Important Notice & Disclaimer This presentation is not a prospectus, disclosure document or offering document under Australian law or This presentation contains “forward looking statements” concerning the financial condition and / or results of operation and / or under any other law. It is for infor
Slide 3: Gold Hydrogen – Low Cost, Natural Hydrogen
Gold Hydrogen – Low Cost, Natural Hydrogen Title over reported Historic wells flowed hydrogen in gas samples. natural hydrogen Independent expert unrisked Best Estimate prospective resource For personal use only Prospective Resource of 1.3 billion kilograms of occurrences hydrogen (Refer Slide 10 fo
Slide 4: Industry Overview
For personal use only Industry Overview 4 Gold Hydrogen Limited 4
Slide 5: Global Hydrogen Forecast
Global Hydrogen Forecast Substantial investment laying the foundation for hydrogen use For personal use only Global Hydrogen Demand by Sector, Net Zero Emissions Target Scenario (Mt) 527 A$629B 31 Projected annual investment on 102 hydrogen projects in A$184B 2050 Projected annual 207 investment on
Slide 6: Key Trends Driving Hydrogen Adoption
Key Trends Driving Hydrogen Adoption For personal use only Most hydrogen used today is in the production of ammonia and steel, or by oil refineries Future growth projections are based on a number of key trends that are driving adoption ESG investment and Technological advances Hydrogen enhances Use
Slide 7: Types of Hydrogen Production
Types of Hydrogen Production Naturally occurring hydrogen offer a significant cost and carbon emission advantage relative to other hydrogen production (manufacturing) processes For personal use only Grey Black/Brown Blue Green Natural gas / Renewables / Energy source Natural hydrogen Natural gas Coa
Slide 8: Gold Hydrogen’s Ramsay Project
For personal use only Gold Hydrogen’s Ramsay Project 8 Gold Hydrogen Limited 8
Slide 9: Historical Drilling at Ramsay Encounters Hydrogen
Historical Drilling at Ramsay Encounters Hydrogen In the 1920s and 1930s, Natural Hydrogen Historical drilling For personal use only occurrences in PEL 687 were reported during unsuccessful ventures looking to discover oil. American Beach Ramsay discovery well discovery well Gases were sampled b
Slide 10: Gold Hydrogen Prospective Resources
Gold Hydrogen Prospective Resources Certified Prospective Hydrogen Resources, existing discoveries and American Beach -1 Hydrogen Discovery Ramsay -1 drill ready hydrogen prospects Hydrogen Discovery Flowed 70% H2 @ 290m Flowed 84% H2 @ Unrisked Prospective Hydrogen Resources, PEL 687 For personal u
Slide 11: Key Success Factors
Key Success Factors Ramsay Project ticks the boxes in respect of the key attributes for the formation and accumulation of Natural Hydrogen For personal use only Key Success Factor Ramsay Project The optimal geological conditions for the natural formation Ramsay Project is ideally located at the Gawl
Slide 12: Operational Update
For personal use only Operational Update 12
Slide 13: Completed Exploration Activities
Completed Exploration Activities Key contracts awarded for drilling Savanna Energy Services to provide drill rig and drilling operations. For personal use only SLB (formerly Schlumberger) assisting with geological, design, testing and other services. Geological work completed CSIRO experimenta
Slide 14: Gold Hydrogen – We are doing what we said we would do
Gold Hydrogen – We are doing what we said we would do Q4 CY22 Q1 CY23 Q2 CY23 Q3 CY23 Q4 CY23 Q1 CY24 Q2 CY24 Q3 CY24 Q4 CY24 Project Continued community & stakeholder engagement For personal use only development Environmental approvals and land access Stage 1 – Gas Soil Field work completed, result
Slide 15: Low Cost Hydrogen Exploration
For personal use only Low Cost Hydrogen Exploration 15
Slide 16: Geology Update
Geology Update For personal use only Considerable work done to date increased understanding of geological setting, including surface sampling, sub-surface modelling, seismic reinterpretation and rock fluid inclusion studies. aerial survey, high quality data to help plan future program. Gold Hydr
Slide 17: Rock Characterisation Study
Rock Characterisation Study Test conducted on historical rock samples from PEL 687. For personal use only 31 out of 34 samples contained hydrogen. Samples indicated the rock formations have the potential to generate, store and allow the flow of hydrogen. Granite mineralisation is potentially
Slide 18: Drilling Update
Drilling Update Ramsay 1 & 2 For personal use only Well sites pegged and ready to build. Formal project approval gazetted (21st September). Activity Notice Submitted (21st September). First of staged approvals - site works (28th September). Expect drilling approval in early October. Spud
Slide 19: What’s Next – Resource Development, Project De-risking and Early Commercialisation
For personal use only What’s Next – Resource Development, Project De-risking and Early Commercialisation 19
Slide 20: 2024 - 2025: Resource Development, Proof of Concept and Further Exploration
2024 - 2025: Resource Development, Proof of Concept and Further Exploration Ramsay Project For personal use only Progress Prospective Resource to Contingent Resource. Obtain additional 2D seismic. Planning for additional delineation wells. Progress proof of concept pilot (notionally 1,000kgs
Slide 21: 2025 + Ongoing Planning for Large-scale Commercialisation
2025 + Ongoing Planning for Large-scale Commercialisation For personal use only Gold Hydrogen Limited (Confidential) 21 Gold Hydrogen Limited 21
Slide 22: Gold Hydrogen Ltd contact details
Non-Deal Roadshow | September 2022 Gold Hydrogen Ltd (ASX: GHY) Level 14, 110 Eagle Street, Brisbane +61 7 3521 8038 For personal use only Website: goldhydrogen.com.au Twitter: @GHY_ASX Neil McDonald Managing Director nmcdonald@goldhydrogen.com.au Dr Josh Whitcombe Chief Operating Officer jwhitcombe