Tmk Energy Limited · ASX:TMK
Tmk Energy — Investor Presentation (February 2022)
11 slides from Tmk Energy's investor presentation, Feb 23, 2022
Slide 1: Gurvantes XXXV Coal Seam Gas Acquisition
For personal use only Gurvantes XXXV Coal Seam Gas Acquisition South Gobi Basin Mongolia February 2022
Slide 2: World Class CSG Acquisition
WORLD CLASS CSG ACQUISITION For personal use only Material acquisition of highly prospective coal seam gas (CSG) ‘Gurvantes XXXV’ Project in world class South Gobi Coal Basin covering 8,400 km2 High impact multi-well drilling program scheduled to commence early March 2022 NSAI certified Prospective
Slide 3: Gurvantes Project – The Road to Drilling
GURVANTES PROJECT – THE ROAD TO DRILLING Jan 2019: Awarded Prospecting Agreement for For personal use only Gurvantes XXXV Jan 2021: US$5M Farmout agreed with Talon Energy Limited (ASX:TPD) July 2021: Production Sharing Agreement (PSA) awarded August 2021: Independent Prospective Resource (best case)
Slide 4: Active Near Term Exploitation Plan
ACTIVE NEAR TERM EXPLOITATION PLAN For personal use only Advanced nature of project results in high activity levels almost immediately Low exploration costs that deliver high value outcomes in medium term timeframe Fast track to early production within 24 months based on current plan PAGE 4 | TMK EN
Slide 5: Resource Location and Size
RESOURCE LOCATION AND SIZE NSAI independently certified Prospective Resource 2U (best case) of 5.96 TCF. For personal use only Risked 2U (best case) of 5.96 TCF assessed from only 26% of total license area. Drilling and testing program to commence in March 2022 targeting certification of Mongolia’s
Slide 6: CBM Parameter Checklist
CBM PARAMETER CHECKLIST For personal use only PAGE 6 | TMK ENERGY LIMTED | WWW.TMKENERGY.COM.AU
Slide 7: Gurvantes Geology – Derisked
GURVANTES GEOLOGY – DERISKED Existing data set provides significant cost savings and advantages to future For personal use only exploration TMK collated ~2,500 historical drilling records Multiple very thick (>50m+) coal seams well defined from closely spaced drill holes High quality, sub-bituminous
Slide 8: Gurvantes Project: The Investment Case
GURVANTES PROJECT: THE INVESTMENT CASE For personal use only Geology ▪ Superior key technical parameters - coal thickness, gas content, gas composition ▪ Significant existing dataset (~2,500 drill holes), de-risks exploration and provides fast track Size ▪ 5.96TCF Prospective Resource (2U Risked) ▪
Slide 9: Corporate Information
CORPORATE INFORMATION For personal use only Management Capital Structure (ASX:TMK) Brendan Stats – Chief Executive Officer Ordinary Shares 2,880,000,000 Ganzo Vanchig – Chief Operating Officer Market Capitalisation (at 1.2c) $34.5M (Mongolia based) Cash on Hand $3.8M Dougal Ferguson – Chief Commerci
Slide 10: Disclaimer
DISCLAIMER For personal use only This presentation has been prepared by TMK Energy Limited (‘TMK’ or the ‘Company’), based on information available as at the date of this presentation. The information in this presentation is provided in summary form and does not contain all information necessary to
Slide 11: For personal use only
For personal use only 102 Forrest Street, +61 8 6319 1900 info@tmkenergy.com.au www.tmkenergy.com.au Cottesloe, WA, 6011 PAGE 11 | TMK ENERGY LIMITED | WWW.TMKENERGY.COM.AU