Elixir Energy Limited · ASX:EXR
Elixir Energy — Port Jackson Securities Presentation (January 2022)
14 slides from Elixir Energy's conference presentation, Jan 28, 2022
Slide 1: 2022 Work Program
For personal use only 2022 Work Program Port Jackson Securities Presentation 28 January 2022 ASX:EXR
Slide 2: Highlights
Highlights For personal use only 1. 2. 3. In 2022 Elixir’s active CBM field A key focus will be an extended pilot In parallel, the planned focused technical program will production test – with 2 completed exploration/appraisal program again expand upon the work wells to be put on pump with a view in
Slide 3: 2021 Program Undertaken
2021 Program Undertaken For personal use only Wells Field Work • 5 core-holes • 2 field expeditions • 12 strat-holes G&G Studies • 1 short term pilot • Age dating production test • Isotope analysis • Well test • Chromatographic gas interpretations analysis Seismic • Sedimentology study • 528 km 2D •
Slide 4: Managing COVID
Managing COVID For personal use only • COVID continued to throw up many operational challenges for a second year • However, Elixir’s local team (overseen by a growing technical team in Australia) managed to continually find ways to adapt to these • Elixir’s efforts were again recognised by the Minin
Slide 5: 2022 Exploration/Appraisal Program
2022 Exploration/Appraisal Program For personal use only Wells • 2 Pilot Production Wells • 22 Exploratory Wells • 1 short term pilot production test Seismic • 322 km 2D • Seismic re-interpretation Commercial • Progressing gas fired generation project with Government Field Work • 3 field expeditions
Slide 6: Extended Pilot Production Test
Extended Pilot Production Test For personal use only Aim • Dewater coals and flow gas from the Nomgon CBM discovery • Provide proof of concept for commercial development Wells • 2 production wells 100m apart • Depth to coal ~450m • Pressure monitoring wells 110 Schematic of Pilot and 400m along stri
Slide 7: Timetable
Timetable For personal use only Activity Q1 2022 Q2 2022 Q3 2022 Q4 2022 • Local Govt Regulatory & • National Approvals Permitting • Community • Community • Community Community • Local Govt Liaison & Liaison & Investment Liaison & Investment Permitting Investment G&G Studies and Analysis Seismic ~12
Slide 8: Work program continues to expand
Work program continues to expand For personal use only 2022 ü “Rinse & repeat” model ongoing ü Consistently expanded each year Onwards Pilot, 22 wells, 322km, Gobi H2 ü Maturing resources ü Low cost + ells ts + ot 2021 e w s Mor ore te ded pi l 17 wells, 1 ST production test & 528km seismic M xten E
Slide 9: An advantageous location for H2 production
An advantageous location for H2 production For personal use only Large steel mills 9
Slide 10: Hydrogen Delivery Costs
Hydrogen Delivery Costs For personal use only • Around 2/3 of the cost of Cost of gas-to-gas hydrogen transportation, including conversion and reconversion - 2030s producing green H2 are For hydrogen production of ~15PJ/year the cost of renewables • Shipping H2 by boat costs multiples (~$20/GJ) of s
Slide 11: Gobi H2 Project
Gobi H2 Project For personal use only • Mongolia combines: MOU with Govt • Exceptional renewable resources • A H2 market that can be Pilot feasibility reached by pipeline not boat study underway • These advantages make Gobi H2 a potential globally Tier Targeting Chinese One green hydrogen export ste
Slide 12: Investment Highlights
Investment Highlights For personal use only First mover CSG company Expanding program again Very strong balance sheet and in Mongolia – now a in 2022 – growing and de- 100% asset ownership provides growing industry attracting risking resources through a maximum strategic optionality wider interest ~
Slide 13: Important Notice & Disclaimer
Important Notice & Disclaimer For personal use only This document has been prepared by Elixir Energy Limited (ABN 51 108 230 995) (“Elixir”) in connection with providing an overview of its business to interested analysts/investors. This presentation is being provided for the sole purpose of providin
Slide 14: Investors & Media
For personal use only INVESTORS & MEDIA Neil Young Managing Director info@elixirenergy.com.au Phone +61 8 7079 5610 www.elixirenergy.com.au www.elixirenergy.com.au
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