Gold Hydrogen Ltd. · ASX:GHY
Gold Hydrogen — Noosa Mining Conference 2024
24 slides from Gold Hydrogen's conference presentation, Jul 19, 2024
Slide 1: Committed to Developing Naturally Occurring Hydrogen and Helium in Australia
For personal use only Committed to developing naturally occurring Committed Hydrogen and to Developing Helium in Naturally Australia Occurring Hydrogen and Helium in Australia 1
Slide 2: Important Notice & Disclaimer
Important Notice & Disclaimer This presentation is not a prospectus, disclosure document or offering document under Australian law or under any other law. This presentation contains “forward looking statements” concerning the financial condition, results of operations and business It is for informat
Slide 3: Investor Snapshot
Investor Snapshot For personal use only Current Capital Structure 12 Month Share Price Performance Total shares on issue 159.7m Options on issue 5.1m (75c / $1.00 / $1.75) Fully-diluted capital 164.8m Market cap at $1.60 / share $255m Cash on hand $16m goldhydrogen.com.au | ASX:GHY | 3
Slide 4: Executive Summary – Natural Hydrogen and Helium
Executive Summary – Natural Hydrogen and Helium Title over certified prospective Engagements to date with leading For personal use only resources global experts and contractors 1.3 billion kg of natural Hydrogen1 CSIRO, Schlumberger, Total Seismic, 41 Bcf of Helium1 Xcalibur, Savanna Energy Services
Slide 5: Hydrogen and Helium to date in PEL687
Hydrogen and Helium to date in PEL687 Extensive regional play across 7,400 km2 permit area For personal use only Extracted from fluid inclusions in 35 of 46 rock chips from historical wells Extracted from fluid inclusions in 29 of 46 rock chips from historical wells Hydrogen from historical wells No
Slide 6: Industry Overview
For personal use only Industry Overview
Slide 7: Key Trends: Hydrogen
Key Trends: Hydrogen Hydrogen demand is forecast to include heavy transportation, Likely exporters / importers1 ammonia production, steel manufacturing, and various energy For personal use only Australia has been identified as a likely exporter of natural hydrogen given its uses. Future growth will
Slide 8: Global Hydrogen Forecast
Global Hydrogen Forecast Substantial investment laying the foundation for Hydrogen use For personal use only Source: Frost & Sullivan Report - Page 29 of Gold Hydrogen Prospectus Source: International Energy Agency, Oct-2021 1. Other includes buildings, agriculture and refineries goldhydrogen.com.au
Slide 9: Types of Hydrogen Production
Types of Hydrogen Production Today, ~95% of all hydrogen produced is from natural gas Naturally occurring Hydrogen offers significant cost and / or carbon advantages relative to other Hydrogen production (manufacturing) processes For personal use only Gold Hydrogen is exploring for ‘gold’ or ‘white’
Slide 10: Key Drivers for Helium
Key Drivers for Helium The global wholesale helium market is expected to grow from an estimated For personal use only US$5bn in 2023 to over US$8bn in 2030 There are commercial global gas projects with Indicatively pricing is currently approximately significant lower helium concentrations (>1%) USD4
Slide 11: Results
For personal use only Results
Slide 12: Ramsay Project Milestone Snapshot
Ramsay Project Milestone Snapshot For personal use only goldhydrogen.com.au | ASX:GHY | 12
Slide 13: Key Success Factors Exploration – Update post stage 1 well tests
Key Success Factors Exploration – Update post stage 1 well tests Ramsay Project ticks the boxes in respect of the key attributes for the formation and accumulation of Natural Hydrogen and Helium For personal use only Key Success Factor Results of Exploration Activities Since IPO The presence of Natu
Slide 14: Gold Hydrogen Prospective Resources (Using PRMS guidelines)
Gold Hydrogen Prospective Resources (Using PRMS guidelines) Certified Prospective Hydrogen Resources, existing discoveries and Certified Prospective Helium Resources, Ramsay Field drill ready hydrogen prospects (calculated volume not determined) (PEL 687 Yorke Peninsula) For personal use only Unrisk
Slide 15: Ramsay 1 & 2 – Drilling Australia's First Natural Hydrogen Wells
Ramsay 1 & 2 – Drilling Australia’s First Natural Hydrogen Wells Ramsay 2 Ramsay 1 For personal use only goldhydrogen.com.au | ASX:GHY | 15
Slide 16: Well Testing – Stage 1 Interim Results
Well Testing – Stage 1 Interim Results • Gas successfully flowed to surface, numerous zones identified, and samples taken For personal use only for analysis • Air-corrected hydrogen result of 95.8% confirmed for Ramsay 2 well at a depth of 531m. Refer ASX release of 27 May 2024 for full details • Pe
Slide 17: Well Testing – Stage 1 Objectives
Well Testing – Objectives Stage 1 – Exploration well testing ran from March to April 2024 For personal use only Stage 1 Primary Objective – Obtain gas samples for international analysis Achieved Stage 1 Secondary Objective – Extract gases to surface, including in formation fluid Achieved Analyse sam
Slide 18: Next Steps
For personal use only Next Steps
Slide 19: Key Success Factors Appraisal – Work program next steps
Key Success Factors Appraisal – Work program next steps Further appraisal activities are focused on establishing the commerciality of the Ramsay Project For personal use only Key Success Factor Results from exploration activities since IPO Establish sustained flow rate to Stage 2 well testing schedu
Slide 20: Well Testing – Stage 2 Objectives and Post Well Testing Objectives
Well Testing – Stage 2 Objectives Post Well Testing Objectives Scheduled to commence mid-July 2024 Resource reporting review For personal use only Removal of formation fluid to encourage free gas 2D seismic survey interpretation & analysis flows Ramsay 1 – Open hole testing Site and well type select
Slide 21: Key Team
For personal use only Key Team
Slide 22: Key Management
Key Management For personal use only Neil McDonald Roger Cressey Karl Schlobohm Josh Whitcombe Frank Glass Founder & Managing Director Director - Commercial & Operations Company Secretary & CFO Chief Operating Officer Chief Exploration Adviser Neil McDonald, with over 20 years Roger Cressey has over
Slide 23: Board of Directors
Board of Directors For personal use only Neil McDonald Alexander Downer Katherine Barnet Roger Cressey Founder & Managing Director Independent Independent Executive Director Non-Executive Chair Non-Executive Director Commercial Operations Neil McDonald, with over 20 years Alexander Downer, a promine
Slide 24: Contact details
For personal use only Neil McDonald Roger Cressey Karl Schlobohm Managing Director Executive Director CFO / Company Secretary rcressey@goldhydrogen.com.au kschlobohm@goldhydrogen.com.au nmcdonald@goldhydrogen.com.au + 61 0 419 663 569 + 61 0 419 721 007 + 61 0 421 331 933 Gold Hydrogen Limited | GPO