D3 Energy Limited · ASX:D3E
D3 Energy — Investor Presentation (July 2025)
29 slides from D3 Energy's investor presentation, July 2025
Slide 1: Investor Update
Investor Update (ASX:D3E) & (OTCQB:DNRGF) Energy & Helium for the 21st Century July 2025 d3energy.com.au
Slide 2: Disclaimer
Disclaimer This document provides summary information about D3 Energy Limited (ACN 649 276 808) (D3 Energy or the Company) current as at the date of this presentation. This document has been prepared for information purposes only This document is not, and should not be considered as, an offer or an
Slide 3: Who is D3 Energy?
Who is D3 Energy? d3energy.com.au | 3
Slide 4: The Team - Leadership with a Legacy of Success
The Team - Leadership with a Legacy of Success Board and Management have demonstrated ability to: Identify and develop high-potential energy assets Attract institutional capital Drive strategic growth Deliver successful outcomes for shareholders Built and Sold Leading Energy Companies: • Eastern Sta
Slide 5: The Company - Corporate Snapshot
The Company - Corporate Snapshot (ASX:D3E) & (OTCQB:DNRGF) Major Shareholders (as of 25th July 2025) 120.8m $0.34 Shares on issue Share price (@ 25 July 2025) $41.07m $5.27m Market Cap Cash (30 Jun 2025) Enterprise Value (EV) $35.80m • D3 Energy is natural gas and helium explorer in the Free State o
Slide 6: So, what is Helium and what's it used for?
So, what is Helium and what’s it used for? d3energy.com.au | 6
Slide 7: Helium – What's it used for?
Helium – What’s it used for? Source: Akap Energy (Feb 2024) Helium is a critical resource for the 21st Century d3energy.com.au | 7
Slide 8: Global Helium supply and demand
Global Helium supply and demand 4th July 2025 7th July 2025 Current and Projected Helium Demand Source: Akap Energy (Feb 2024) • Current demand growth of around 5-6% and likely to double by 2035 • Total market expected to grow from 6.5BCF to just over 8BCF in 2030 Helium is critical for our hi-tech
Slide 9: Helium pricing
Helium pricing • The cost of helium near record levels and predicted to continue to increase going forward • Prior to recent softening prices over previous 5 years have increased at 18% p.a • US spot pricing was between US$1,000 and $2500/mcf in 2022 Estimated Helium Import Pricing (US$/mcf) Global
Slide 10: Portfolio
Portfolio d3energy.com.au | 10
Slide 11: South African Assets – Free State
South African Assets – Free State • Five permit areas totalling 395,890 acres in the Free State South Africa Permit Area (acres) ER315 235,874 ER386 145,691 TCP258 4,819* TCP258 900* TCP260 2,947* * Estimate as areas not yet finalised • Prospective for both natural gas (methane) and helium • Confirm
Slide 12: Australian Assets – South Australia
Australian Assets – South Australia Arckaringa Basin – PEL 121 & 122 • Very large land position of around 5,865 km2 (1,450,000 acres) • Ideal source, seal and reservoir • Mapped Tonian evaporite (salt) which is a proven seal and present in PEL121 & PEL122 • Only 2 wells drilled below salt in analogo
Slide 13: Exploration Right 315 (ER315)
Exploration Right 315 (ER315) d3energy.com.au | 13
Slide 14: ER315 – Excellent initial results
ER315 – Excellent initial results • Measured helium concentrations of 4.7% to 6.2% for RBD03, RBD10, RBD01, and RBD12 • Two-week average production testing results of 147msfcd, 191mscfd, 93mscfd, and 5mscfd for RBD03, RBD10, RBD01, and RBD12 respectively • Well’s free flow gas to surface – negligibl
Slide 15: ER315 – Flow test results
ER315 – Flow test results • Wells were flow tested using new equipment designed to meet AGA and API standards • Peak gas rate for RBD10 of 260msfcd Legacy Borehole RBD01 Flow Test • Very high skin calculated in RBD12 confirms that well was damaged during drilling thereby impacting flow rate – remedi
Slide 16: ER315 – Expanding resource to the north
ER315 – Expanding resource to the north • Recently tested Nooitgedacht Major, a legacy borehole in the northern area of ER315 • Measured helium concentrations of 5.6% and methane at 83.2% • Two-week average production testing results of 95mscfd • Results underscore potential of northern area of ER31
Slide 17: ER315 – Maiden Reserve Certification
ER315 – Maiden Reserve Certification • Reserves ONLY for Production Right application (PRA) area • PRA is less than 9% of total area of all permits and reserve area is significantly smaller again • Does not take into account the Ventersberg Fault or any additional faults in between where gas is curr
Slide 18: Low cost – high return wells
Low cost – high return wells • High helium concentrations at current gas rates = high potential well profitability • Methane is a valuable commodity in its own right in energy starved South Africa • Wellhead (no processing) payback periods of months not years! Bloemskraal 100msfd (4.4% helium) wellh
Slide 19: Arckaringa Basin (PEL 121)
Arckaringa Basin (PEL 121) Very Large Exploration Upside d3energy.com.au | 19
Slide 20: Arckaringa Basin (PEL121) – Prospects and Leads
Arckaringa Basin (PEL121) – Prospects and Leads • To date two prospects and nine leads that have been identified on the available seismic data • Two main prospects are Hydrohelix and Cootanoorina • Assuming structural closure volumetric calculations indicate TCF of in-place gas potential Hydrohelix
Slide 21: Arckaringa Basin – Drill Ready Prospect Hydrohelix-1
Arckaringa Basin – Drill Ready Prospect Hydrohelix-1 Hydrohelix - Line 85-XQC The Hydrohelix (HL) prospect shares a lot of similarities with Mt Kitty: 1) They are at a similar structural depth to basement 2) They have a similar thickness of evaporites (salt) 3) They both appear heavily faulted (HL m
Slide 22: D3 Energy is not just about Helium!
D3 Energy is not just about Helium! d3energy.com.au | 22
Slide 23: It's not just Helium…and South Africa needs it
It’s not just Helium…and South Africa needs it • ER315 and adjacent permits also have significant prospectivity for deep basin biogenic gas (methane) • South Africa currently imports gas via pipeline from the Pande & Temane fields in Mozambique with significant and growing shortfalls announced from
Slide 24: Natural Hydrogen Proposition…
Natural Hydrogen Proposition… Hydrogen seeping from Mt Chimaera in Turkey Some of the largest companies in the world are investing in South Australia’s emerging hydrogen industry… d3energy.com.au | 24
Slide 25: D3 has established strategic partnerships
D3 has established strategic partnerships d3energy.com.au | 25
Slide 26: NOVO Energy – Resources to RESERVES
NOVO Energy – Resources to RESERVES • NOVO Energy (NOVO) is an integrated South African energy and technology company and licensed gas trader and major D3 Energy shareholder. NOVO has a focus on: • Procurement and development of methane rich gas sources • Establishment and ownership of gas infrastru
Slide 27: In Summary…
In Summary… d3energy.com.au | 27
Slide 28: Why D3 Energy?
Why D3 Energy? Defined LARGE contingent resource adjacent to existing producer, including ‘regenerating methane’ • 2C Contingent Resource of 21.6BCF Helium and 462 BCF Methane adjacent to already-producing Virginia field • World class measured helium concentrations of 5% and as high as 8% Simple, qu
Slide 29: d3energy.com.au
d3energy.com.au Tel: +61 2 8072 1400 Email: admin@d3energy.com.au Web: www.d3energy.com.au