Georgina Energy Plc · LSE:GEX
Georgina Energy — Investor Presentation (August 2025)
19 slides from Georgina Energy's investor presentation, August 2025
Slide 1: Unlocking Australia’s Helium & Hydrogen Potential
Unlocking Australia’s Helium & Hydrogen Potential Investor Presentation AUGUST 2025 (LON:GEX)
Slide 2: Disclaimer
DISCLAIMER These presentation slides, the accompanying verbal presentation and any other hard copy materials distributed at or in connection with the presentation Services and Markets Act 2000 (Financial Promotion) Order 2005 (as amended) (“Order”) or paragraph 2 of Article 49 (high net worth compan
Slide 3: Overview
OVERVIEW
Slide 4: Large Scale Gas Re-Development Projects in Australia
Large Scale Gas Re-Development Projects in Australia Significant volumes: EP513 (Hussar), the first to be drilled, has a potential in-situ value of US$55 billion (Helium & Hydrogen) & US$5.24 billion in-situ value of Natural Gas 3,951 Km² held over two projects; one in Western Australia and one in t
Slide 5: Georgina’s Opportunity: Helium
GEORGINA’S OPPORTUNITY: Helium The demand for Helium is expected to rise largely from the growth of the semi conductor market There is a global short supply of helium and significant increases in demand, including space launch usage, has led to further price increases NASA signed a 5-year contract f
Slide 6: Georgina’s Opportunity: Hydrogen
GEORGINA’S OPPORTUNITY: Hydrogen Hydrogen in a key resource in the move towards decarbonization as countries across the globe look to reduce carbon output Most Hydrogen output historically has been a result of fossil fuels whereas now Hydrogen has become a green resource itself The National Gas Infr
Slide 7: Operations
S | OPERATION
Slide 8: Tapping into Australia’s High Value Basins: Officer Basin & Amadeus
TAPPING INTO AUSTRALIA’S HIGH VALUE BASINS: Officer Basin & Amadeus Portions of the Centralian Superbasin Oil & gas refineries Basin areas City Names Liquid Pipelines Natural Gas Pipelines Gas Processing Liquid processing Source: the Company 8
Slide 9: Unlocking Resource Potential
UNLOCKING RESOURCE POTENTIAL 323 BCFG 335 BCFG 3.00 TCFG Helium Hydrogen Natural Gas The Company has evaluated the potential of Mt Winter (EPA155) and the Hussar (EP-513) prospects to contain the required elements to potentially yield significant Helium & Hydrogen accumulations Helium gas is produce
Slide 10: Hussar: One of the Most Potentially Significant Resource Basins in APAC
HUSSAR: One of the most potentially significant resource basins in APAC Independent consultants confirmed that Hussar has the required elements to yield net attributable 2U Prospective Resources of 155 BCFG Helium & 173 BCFG Hydrogen with a potential combined in-situ value of US$55 billion (He US$35
Slide 11: Mt Winter: Re-Opening Identified Gas Fields
MT WINTER: Re-Opening Identified Gas Fields With seismically defined closure based on CPR 2U calculations of 3,400 acres, net attributable (recoverable) Prospective (75%) Resource volumes of Helium 127 BCFG, Hydrogen 117 BCFG and Natural Gas 0.944 TCFG with potential in-situ values of US$38.51 billi
Slide 12: Ideal Operating Landscape
IDEAL OPERATING LANDSCAPE Both sites were previously drilled - locations and road access remain useable Gas pipelines from the Amadeus to Port Darwin and Eastern markets Gas pipeline servicing East Coast Roads & rail to Darwin, roads to Western ports Darwin Helium refinery access by road (currently
Slide 13: Pathway to Drilling & Production
PATHWAY TO DRILLING & PRODUCTION Applications for drilling approval, EIS2 survey, well design and Well Mgmt Plan and other clearances for revised area have been lodged. WMP Approval received. Processing additional seismic and recently completed AEM- PTP surveys, revised modeling and resource scale R
Slide 14: Commercialisation Strategy
COMMERCIALISATION STRATEGY Recovery of Hydrogen/Helium requires a separation plant (provided by offtake) as the gas comes to surface with impurities including Helium Hydrogen Refinery in Darwin provides a field plant for the cryogenic recovery of raw Hydrogen/Helium which can receive trucked raw Hel
Slide 15: Leadership & Valuation
LEADERSHIP & VALUATION
Slide 16: Highly Experienced Board & Management
HIGHLY EXPERIENCED BOARD & MANAGEMENT Anthony Hamilton, Chief Executive Officer Peter Bradley, Non-Executive Chairman Mark Wallace, Executive Finance Director Mr Hamilton is a Fellow of the Institute of Directors in London Peter Bradley is a corporate lawyer with over 35 years' Mr Wallace holds a Ba
Slide 17: Capital Structure
CAPITAL STRUCTURE Capital Structure Shares Issued Share Capital (as at 9 April 2025) 103,594,511 Milestone Performance Shares: - Drilling at Hussar 15,000,000 - Drilling Mt Winter 10,000,000 Total Milestone Performance Shares 25,000,000 Total Warrants in issue 13,929,850 Fully Diluted Share Capital
Slide 18: Summary
SUMMARY STRATEGY Well re-entry into a known gas resource MARKET Intends to Capitalise on Market Dynamics O) INFRASTRUCTURE Established Infrastructure & Reliable Supply Chain AMBITION To Become a Top 4 Global Producer of Helium & Hydrogen GEORGINA ENERGY PLC
Slide 19: Anthony Hamilton, Mark Wallace – Contact
Anthony Hamilton Level One Devonshire House One Mayfair Place Mark Wallace London W1J 8AJ
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