Botala Energy Ltd. · ASX:BTE
Botala Energy — 121 Mining Investment Cape Town 2025
20 slides from Botala Energy's conference presentation, Feb 3, 2025
Slide 1: Botala Energy Ltd - A Diversified Energy Company
For personal use only Botala Energy Ltd A Diversified Energy Company 121 Mining Investment | Cape Town February 2025 Botala CEO, Kris Martinick ASX & BSE: BTE
Slide 2: Disclaimer
Disclaimer This document contains a summary of information about Botala Energy Ltd (ACN 626 751 620) (Botala Energy or Company) and its activities that is Statements contained in this document, including but not limited to those regarding the possible or assumed future costs, performance, dividends,
Slide 3: The 2027 Gas Cliff - Southern Africa
For personal use only The 2027 Gas Cliff - Southern Africa Sasol’s Announcement: – Reducing gas supply by mid-2027 due to depleted Mozambican gas fields (Pande and Temane). – 3400 PJ of gas by 2030 Electricity Demand:* 100GW of new capacity needed by 2030 (Source*IEA African Energy Outlook 2022) 3 I
Slide 4: Corporate Structure
Corporate Structure BOTALA ENERGY LTD (Australia ASX Listed, Botswana BSE Listed) For personal use only BOTALA OPERATIONS PTY LTD (Australia 100% BTE) BOTSHYDROGEN (PTY) LTD (Botswana 100% BTE) SHARPAY BOTALA BOTSGAS BOTALA GROW AND EAT ENTERPRISES (PTY) LTD OPERATIONS (PTY) LTD RENEWABLES (PTY) LTD
Slide 5: Corporate Snapshot
Corporate Snapshot • 100% owner and operator Serowe CBM Project Board & Management Capital Structure (Sharpay Enterprises (Pty) Ltd) (as at 31 December 2024) For personal use only • ASX and BSE Listed with Perth and Gaborone offices Kris Martinick CEO Current • Operational team in Gaborone and Serow
Slide 6: Serowe CBM Project Overview
Serowe CBM Project Overview Enabling a successful, secure and sustainable energy future SEROWE CBM PROJECT 42k hectares CBM tenements 100% BTE Owned For personal use only GAS SOLAR Primary Undertaking No further Botala Other Focus of funding required commercial gas flows Opportunities Leupane 50% fo
Slide 7: 2024 in Review
2024 in Review Exploration & Appraisal – Recertification resulted in 42% increase in 2C to 454bcf For personal use only • Planning complete for exploration and development wells Serowe Project Acquisition – Purchased remaining 30% of the Serowe CBM Project from PH2 • Subject to shareholder agreement
Slide 8: Pitse Pilot Project
Pitse Pilot Project Serowe 3.3 Serowe 3.5 For personal use only The current appraisal Serowe 3.2 Serowe 3.4 phase includes the drilling of 4 new appraisal wells with geographical information being used to accurately determine Serowe 3.1 their locations. These 4 new wells have been drilled and tested
Slide 9: Project Pitse: Pathway to Commercial Gas
For personal use only Project Pitse: Pathway to Commercial Gas Mining 1st Technical Market Revenue Licence Q3 2024 Q4 2024 2025 Onwards ✓ Cores ✓ EIA ✓ LNG plant1 – local and Regional ✓ Coal volumes ✓ Wellfield Fin model Markets 2027 ✓ Gas content ✓ Wellfield Feasibility ✓ Pilot 5 well cluster produ
Slide 10: MoU to Build LNG Supply Chain
MoU to Build LNG Supply Chain • MoU signed with leading Southern African gas distributor NOVO For personal use only Energy (Pty) Ltd • Strategic partnership to develop a regional gas supply chain to address regional shortages, including 2027 “gas cliff” • Fast-track to commercial LNG production thro
Slide 11: Term Sheet for LNG Supply Agreement
Term Sheet for LNG Supply Agreement • Term Sheet signed with South African hydrocarbon solutions For personal use only leader FFS Refiners (Pty) Ltd for a long-term LNG supply agreement • Strategic partnership to address Southern Africa’s growing demand for cleaner energy solutions • Initial product
Slide 12: Leupane and Serowe Energy Hubs
Leupane and Serowe Energy Hubs Environmental approval granted to develop the Leupane (1520 ha) and Serowe Energy Hubs (110 ha) and Industrial Park For personal use only Leupane Serowe • LNG production, storage and distribution facilities • 2OMW solar/gas hybrid power plant • 500MW solar farm and 200
Slide 13: Development Programme
For personal use only Development Programme Initial Scaling Full Pilot Phase Commercial Production Commercialisation Production 2025 2026 2028 2028 – 2030 Focus on commercial Establishing a 100-200 Expansion to produce Downstream development well pilot testing, tpd LNG facility with a 600+ tpd/year,
Slide 14: Gas Price Offering
For personal use only Gas Price Offering Volume (PJ/A) Pricing Timing 1.6 LNG at cost + 15% First Mover 5 LNG at cost + 30% 2027 + 10 LNG indexed 2030 + Currently in advanced negotiations with 6 off-takers for tranches 1 and 2. 15 Investor Presentation | February 2025 | A Diversified Energy Company
Slide 15: Botala's Certified Gas Resource
For personal use only Botala’s Certified Gas Resource1 Volumes in BCF Gross (100% Ownership) Net of Royalties (Billions of Cubic Feet) Low Estimate Best Estimate High Estimate Contingent Resources 363 454 544 Prospective Resources 5,334 7,112 8,890 1 Unrisked Contingent and Prospective Resources; in
Slide 16: Contribution to Botswana Priorities
Contribution to Botswana Priorities RESET, Vision 2036, Economic Recovery and Transformation Plan, National Development For personal use only Plan and Integrated Resources Plan1 Improve energy Diversify the Develop Empower citizens Improve resilience security economy, create technology and through e
Slide 17: Local Benefits
Local Benefits • Jobs – ~70 people employed in exploration and drilling. Solar For personal use only panel manufacturing plant: 32 direct jobs created, plus numerous jobs in related industries, including agriculture • Botala will focus on employment of local people and development of local skills •
Slide 18: Opportunities
Opportunities Opportunities for Local Communities, Business Partners and Landholders For personal use only • Investments: Botala Energy is seeking local partners and investors • Investments in Leupane Energy Hub and Industrial Park – access to power, gas, water and infrastructure • Equity participat
Slide 19: Disclaimer
Disclaimer Prospective Resources Cautionary Statement For prospective resources, the estimated quantities of petroleum that may potentially be recovered by the application of a future development project(s) relate to undiscovered For personal use only accumulations. These estimates have both a risk
Slide 20: Ke A Leboga - Thank you
Ke A Leboga For personal use only Thank you Contact Us Wolf Martinick P +61 417 942 466 E wolf.martinick@botalaenergy.com.au Kris Martinick P +61 421 322 737 E kris.martinick@botalaenergy.com.au botalaenergy.com ASX & BSE:BTE