Australis Oil & Gas Ltd. · ASX:ATS
Australis Oil & Gas — Investor Presentation (August 2026)
12 slides from Australis Oil & Gas's investor presentation, Aug 21, 2026
Slide 1: ASX Announcement: Corporate Presentation August 2026
ASX Announcement 20 August 2026 For Immediate Release Corporate Presentation August 2026 Please find attached to this document a copy of the presentation that was used by Australis Oil & Gas Limited at a broker sponsored briefing session. To learn more about our project please click here to visit ou
Slide 2: Corporate presentation 20th August 2026
ASX: ATS Corporate presentation 20th August 2026
Slide 3: Corporate Overview
Corporate Overview Australis has an integral position in one of the last remaining high-quality, but undeveloped shale plays in the US ▪ Australis holds ~47,500 net acres (end July 2026) inside the delineated TMS Core of which 39,900 is Held by Production (HBP) – 160 net future locations and a net r
Slide 4: Brief History of the TMS
Brief History of the TMS Early activity delineated a TMS Core area with consistent high-quality results ▪ TMS is a Cretaceous shallow marine deposition located on the shelf margin which is similar in age to the Eagle Ford Shale − Covers 20.4 million acres in central Louisiana/Mississippi with a USGS
Slide 5: Why TMS Remains an Undeveloped Tier 1 Shale Basin
Why TMS Remains an Undeveloped Tier 1 Shale Basin Activity halted in 2015 following a precipitous oil price drop and remained suppressed during pandemic and subsequent industry shift to low-growth business models TMS activity plummets after oil price collapse ▪ Oil price drop from ~ $100/bbl in 2014
Slide 6: Performance Trajectories in Established Major Shale Basins
Performance Trajectories in Established Major Shale Basins Avg 26% uplift in 2014-2021 led by technology followed by decline due to Tier 1 inventory consumption Impact of Technology vs Inventory 12 Month Average BOE/1,000’ (15:1), Top 3 Public Drillers in major oil basins Gas (15:1) 2014 2021 2024 ▪
Slide 7: TMS Core Wells Outperform Major Shale Basins
TMS Core Wells Outperform Major Shale Basins 2014 vintage TMS performance vs established major shale basins 12 Month Average BOE/1,000’ (15:1), Major basins vs 2014 TMS TMS Core Well performance 2014 TMS Gas (15:1) 2014 2021 2024 ▪ Average of all TMS Core wells competed with major basins in 2014 on
Slide 8: Background to Australis
Background to Australis A quick recap on the Company and its history 2026 Corporate Timeline 2024 2022 2020 2016 2018 2006 2014 Nov 25 – Jul 26 – First Transactions Carried well announced approved Between In 2018 & 2021 – 2024 2014 - ATS and planned With previous 2016-2018, 2019 ATS Following the fo
Slide 9: Transaction Summaries
Transaction Summaries TMS transactions achieve strategic objectives Australis has announced two separate but strategically-linked transactions1 each dealing one of the two components of the Australis TMS asset, the existing producing wellbores and the undeveloped acreage. Development Transaction − A
Slide 10: Development Status – August 2026
Development Status – August 2026 Australis moving forward with the drilling and completion of the first carried well ▪ Australis & its Development Partner have approved the first carried well – Willson 1H ▪ Australis, as operator, is targeting a Q4 2026 spud and is working with preferred rig provide
Slide 11: Next Steps/Looking Forward
Next Steps/Looking Forward Australis remains a key participant in the future development of the TMS ▪ Together with a committed and capable Development Partner, Australis is again preparing to kickstart TMS development activity by drilling the first wells since 2022 ▪ Farmin obligations ensures that
Slide 12: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation has been prepared by Australis Oil & Gas Limited ACN 609 262 937 (ASX: ATS) (Australis). Summary of information: This presentation contains general and background information about Australis’ activities current as at the date of the presentation and
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