Echelon Resources Limited · ASX:ECH
Echelon Resources — Good Oil 2026
15 slides from Echelon Resources's conference presentation, Sep 16, 2026
Slide 1: Good Oil 2026
ECHELON RESOURCES LIMITED Good Oil 2026 Andrew Jefferies, Echelon CEO Good Oil, Perth 16 September 2026
Slide 2: Disclaimer Notice
Disclaimer Notice This presentation contains summary information about Echelon Resources Limited (ECH or Company) and its activities any of their affiliates accept or will have any liability to any person in relation to the distribution or possession of this which is current as at the date of this p
Slide 3: At a Glance
At a Glance Echelon Resources Presentation 2026 3
Slide 4: Key Statistics
Key Statistics LISTING MARKET CAPITALISATION CORNERSTONE INVESTOR GROUP NPAT ASX ~A$82m 71.4% A$28.2m ASX-listed: ECH at 1 Sep 2026 OG Oil & Gas up 341% on FY25 REVENUE 2P RESERVES PRODUCTION 2P RESERVES LIFE A$63.4m 15.5 mmboe 4,300 boepd 12 years continuing activities, up 5% on FY25 net to Echelon
Slide 5: Financial Health: A Pillar of our Strategy
Financial Health: A Pillar of our Strategy Group NPAT Consideration A$28.2 million from sale of Up 341% from the previous year Cue investment A$42.1 million Net profit after tax to Profit of shareholders A$24.4m 10.8 cents per share up from $3.2m in FY25 up from 1.4 cents per share in FY25 Total div
Slide 6: Revenue increase due to new long term gas agreements
Revenue increase due to new long term gas agreements Production from continuing operations Revenue from continuing operations (mmboe) (A$ million) +5% -6% 63.4 1.08 60.5 1.02 Jun 25 Jun 26 Jun 25 Jun 26 Echelon Resources Presentation 2026 6
Slide 7: Reserves - life after Cue
Reserves - life after Cue Yesterday Tomorrow 1.80 ACTUAL | FY19–FY26 OUTLOOK | FY27–FY35 Outlook 1.50 PORTFOLIO Annual Net 2P Total Volume (mmboe) Cue-linked Maari, Sampang and Mahato drop out after FY26. 1.20 ANCHOR Mereenie becomes the dominant reserve contributor. 0.90 DIVERSITY Palm Valley, Ding
Slide 8: Reserves & Resources Waterfall
Reserves & Resources Waterfall 2P reserves + 2C contingent + 2U unrisked prospective resources, at 1 July 2026 millions of barrels of oil equivalent, net to Echelon 40 7.1 36.0 35 36.0 mmboe resource potential 2.3x the 15.5 mmboe FY26 2P reserve base 30 0.7 29.0 12.8 25 net mmboe 1.4 20 18.4 15.5 1.
Slide 9: What have you done for me lately?
What have you done for me lately? Echelon Resources Presentation 2026 9
Slide 10: Forces at work on the gas markets
Forces at work on the gas markets Tailwinds Headwinds Filling reliability gaps as coal exits and grid-scale From 1 Jul 2027, LNG exporters must supply 20% of exports renewables remain variable to domestic market; new legislation to follow Strong balance sheet and supportive cornerstone shareholder S
Slide 11: Access to Capital
Access to Capital Cash A$17.4 million | HZN Shares 6.64% valued at A$25.9 million at 10Sep26 Existing facility nearly repaid using operating cashflow and Cue sale proceeds Good long term cash generating production Echelon Resources Presentation 2026 11
Slide 12: Organic Opportunities
Organic Opportunities Palm Valley Kupe Mereenie Dingo Echelon Resources Presentation 2026 12
Slide 13: M&A opportunities – a success story for Echelon
M&A opportunities – a success story for Echelon INTIAL INVESTMENT AMADEUS BASIN KUPE | 4% PARTICIPATION INTEREST consideration completed Pay back: 3 years 4 months A$30m Dec 2017 17.5% Mereenie | 35% Palm Valley | 35% Dingo Acquired from Mitsui TOTAL CAPITAL CUMULATIVE CUMULATIVE ACC. INVESTED REVEN
Slide 14: Wrap up
Wrap up Echelon Resources Presentation 2026 14
Slide 15: Strategy in action
Strategy in action The strategic principles set by our Board in June 2020 remain our compass STAY REGIONAL 1 Build where we have an advantage. PURSUE QUALITY Acquire and develop producing assets, projects and exploration opportunities 2 in our sweet spot. 3 INVEST PRUDENTLY Work within our means and