Australian Oil Company Limited · ASX:AOK
Australian Oil — Non-Deal Roadshow (July 2026)
19 slides from Australian Oil's roadshow presentation, Jul 13, 2026
Slide 1: East Coast Road Show Presentation
For personal use only EAST COAST ROAD SHOW PRESENTATION July 2026 ASX: AOK australianoilco.com.au
Slide 2: Important Notice & Disclaimer
Important Notice & Disclaimer This presentation has been prepared by Australian Oil Company Limited (ACN 114 061 433) (ASX: AOK) (the Company) for information purposes only. It does not constitute financial product advice, an offer to issue or sell, or a solicitation to buy, any securities or other
Slide 3: Company Overview
For personal use only Company Overview Australian-based conventional oil & gas E&P ASX: AOK
Slide 4: Company at a Glance
Company at a Glance For personal use only 1.947B* >750K 100% 3 Shares on Issue Barrels Produced Working Interest Active Petroleum (Combined Historical) Surat Basin Assets Leases (QLD) Australian Oil Company Limited (ASX: AOK) is an Australian-based energy company focused on under-explored, high-qual
Slide 5: Board and Advisory to Drive Growth
Board and Advisory to Drive Growth For personal use only Kane Marshall Piers Lewis Bill Ashby Managing Director Non-Executive Director Non-Executive Director Neil Taylor Len Diekman Tony Rudge East Africa NV Manager Exploration and Development Manager Frontier Exploration Specialist and Geophysicist
Slide 6: Operational Update
For personal use only Operational Update Surat Basin, Queensland — Phase 1 development underway ASX: AOK
Slide 7: Operational Update — Sequenced Reinstatement Strategy
OPERATIONAL UPDATE — SEQUENCED REINSTATEMENT STRATEGY Surat Basin Portfolio Phase 1 development initiatives commenced 1 July 2026 — sequenced field reinstatement: Major Gas Field first, then Riverslea (Riverslea-3), then Emu Apple-1 / Riverslea-3 (Phase 2) intervention For personal use only PRODUCIN
Slide 8: Major Gas Field (PL 512) — First in the Reinstatement Roadmap
DEVELOPMENT — FIRST IN THE REINSTATEMENT ROADMAP Major Gas Field (PL 512) Current Status Next Steps For personal use only • Historically produced ~4.5 Bcf1 with water drive from wells interpreted close to the • Finalise resource mapping to confirm reserve or continegnt resource range (depending on w
Slide 9: Emu Apple Oil Field (PL 264) — Production & Intervention
PRODUCING ASSET — PRODUCTION & INTERVENTION Emu Apple Oil Field (PL 264) For personal use only 844 bbl ~$151/bbl Completed Shut-in Combined Liftings Average Price Acid & Condensate Optimising Treatment (31-Mar + 2-Apr 2026) (Brent-linked, IOR offtake) Intervention Before Restart Under the Brent-link
Slide 10: Riverslea Oil Field (PL 30) — Restart Plan
RESTART ASSET — RESTART PLAN Riverslea Oil Field (PL 30) Current Status Revised Development Plan For personal use only • 564,000 barrels produced historically (~400,000 from Riverslea-3) • Later Development Plan (LDP) revised and submitted to prioritise Riverslea-3 restart via free flow first • Rive
Slide 11: Exploration — New Targets Across the Surat Portfolio
EXPLORATION — NEW TARGETS ACROSS THE SURAT PORTFOLIO Exploration Update For personal use only GREATER RIVERSLEA PL 30 — 3D Seismic Interpretation 3D seismic data for PL 30 has been loaded, with interpretation ongoing. Seismic amplitude anomalies indicate potential sand pinchout plays (Boxvale, Basal
Slide 12: California Portfolio
For personal use only California Portfolio Onshore Sacramento Basin — cost discipline amid favourable gas pricing ASX: AOK
Slide 13: Sacramento Basin — Cost Efficiencies & Restart Catalysts
SACRAMENTO BASIN — COST EFFICIENCIES & RESTART CATALYSTS California Portfolio Management's 30-year Citygate gas-price review indicates prices above US$3 are probable over the next 6 months — that level is required to sustain operations For personal use only STONEY CREEK REC BOARD WELLS VBC / MALTON
Slide 14: Corporate Overview
For personal use only Corporate Overview Capital structure, tenure and 2026 execution roadmap ASX: AOK
Slide 15: Capital Structure — July 2026
CORPORATE Capital Structure — July 2026 Unlisted Options on Issue 1,946,776,434* For personal use only Number Exercise Price Expiry Shares on Issue (post SPP, per 1 July 2026 announcement) 10,000,000 $0.025 30-Apr-2029 10,000,000 $0.035 30-Apr-2029 June 2026 Share Purchase Plan 10,000,000 $0.045 30-
Slide 16: Tenement Summary
CORPORATE Tenement Summary Project Location WI Status For personal use only PL 264 — Emu Apple Oil Field Surat Basin, QLD 100% Producing; intervention complete, well shut in; renewal APL 1170 in progress PL 30 — Riverslea & Yapunyah Surat Basin, QLD 100% Shut-in; revised LDP prioritising Riverslea-3
Slide 17: 2026 Execution Roadmap
CORPORATE 2026 Execution Roadmap Q1 2026 Q2 2026 Q3 2026 Q4 2026 For personal use only COMPLETED ✓ COMPLETED ✓ IN PROGRESS PLANNED • Surat Basin acquisition unconditional • DETSI operator approval received (12 Jun) • Phase 1 field reinstatement executing • Major-4 reinstated back into production (Ma
Slide 18: Competent Person Statement
Competent Person Statement For personal use only Qualified Person Historical Production Data The technical information in this presentation has been compiled by Kane Marshall, Historical production figures quoted for the Emu Apple Oil Field (PL 264) and the Riverslea Oil Managing Director of Austral
Slide 19: Thank You
For personal use only Thank You Head Office: Suite 1, 295 Rokeby Road, Subiaco WA 6008 | T: +61 8 6555 2950 General Enquiries: enquiries@australianoilco.com.au Managing Director: Kane Marshall | investors@australianoilco.com.au Investor Relations: Stewart Walters | stewart@marketopen.com.au | M: +61
Australian Oil Company — Non-Deal Roadshow (July 2026) on 6ix