Tlou Energy Ltd · ASX:TOU

Tlou Energy — Shareholder Meeting (October 2012)

12 slides from Tlou Energy's shareholder meeting presentation, Oct 31, 2012

  1. Slide 1: Southern African Unconventional Gas Specialist

    Southern African Unconventional Gas Specialist Annual General Meeting Presentation Nathan Mitchell, Chairman 31 October 2012

  2. Slide 2: Disclaimer

    Disclaimer Important notice and disclaimer  This document has been prepared by Tlou Energy Limited to provide existing and prospective investors in Tlou Energy Limited with an update on the Company and its operations.  This presentation, including the information contained in this disclaimer, does

  3. Slide 3: Southern Africa – A Unique Energy Investment Opportunity

    Southern Africa – A Unique Energy Investment Opportunity Poised to Take Advantage of Favourable Operating and Commercialisation Dynamics History of Identifying & Commercialising Gas Assets Southern Africa  Founders of Tlou were pioneers in the highly D.R.C Tanzania successful eastern Australian CBM

  4. Slide 4: Company Highlights

    Company Highlights Tlou’s Competitive Advantage 1 Board and management team with successful track record  Pioneers in Queensland CBM industry 2 Favourable operating and regulatory environment  Low cost location combined with government initiatives supporting CBM development 3 One of the most advan

  5. Slide 5: Experienced Board and Management

    Experienced Board and Management Proven Track Record of Success Board Nathan Mitchell Anthony (Tony) Gilby Chris Pieters Chairman Chief Executive Officer Executive Director  17 years in resource exploration  Geologist with 28 years industry experience  7 years unconventional gas experience  CEO

  6. Slide 6: Overview of Tlou’s Projects

    Overview of Tlou’s Projects Southern African Unconventional Gas Specialist  One of the most advanced unconventional Tlou’s Botswana Permits and Applications gas projects in Botswana ― 100% ownership of ~7,000km2 of granted CBM permits – Karoo Central and Karoo West ― Additional permit applications

  7. Slide 7: Significant Investment in Projects to Date

    Significant Investment in Projects to Date Significant Drilling Activity, Particularly in Karoo Central  Systematically acquired data through a programme of Location and Selected Results drilling and testing to characterise CBM potential ― Tlou relinquished blocks with low CBM potential ― New appli

  8. Slide 8: Multi TCF Resource Base, Certified by NSAI

    Multi TCF Resource Base, Certified by NSAI Potential to Expand Resource Certification Across Other Acreage Multi TCF Resource Base Potential to Expand Resource Certification  First CBM operator in Botswana to achieve  Significant resource expansion potential a NSAI contingent resource ― Current 2C

  9. Slide 9: Building Acreage Throughout Southern Africa

    Building Acreage Throughout Southern Africa Positioning to be a Regional Leader in Unconventional Gas Zimbabwe Tanzania  Operating interest in 2 CBM special grants /  66,000Km2 of CBM tenements under 1 application spanning ~3,000Km2 application in the Selous basin ― Exposure with minimal near term

  10. Slide 10: Near-Term Local Commercialisation Strategy

    Near-Term Local Commercialisation Strategy Botswana Domestic Gas to Power Botswana Electricity Supply / Demand Estimate (MW)  Botswana power demand outstripping supply ― Investment in generation required 1,200 ― Government focused on broadening fuel supply options, including gas 900  Potential to

  11. Slide 11: Longer-Term Commercialisation Opportunity

    Longer-Term Commercialisation Opportunity South African Energy Market – Addressing the Energy Shortage South Africa Electricity Supply / Demand Estimate (MW)  South African energy market under pressure to meet growing demand  Chart assumes Eskom delivery on its committed 14,000 MW expansion progra

  12. Slide 12: iV Ww Ww _l F

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