Tmk Energy Limited · ASX:TMK
Tmk Energy — Investor Presentation (March 2023)
17 slides from Tmk Energy's investor presentation, Mar 28, 2023
Slide 1: Investor Presentation
TMK For personal use only MARCH 2023 TMK ENERGY LIMITED ASX:TMK Focused on the Responsible Development of Mongolia’s Significant Natural Gas Resources Investor Presentation
Slide 2: Disclaimer
Disclaimer TMK This document is for information purposes only. It is not a prospectus, disclosure document or offering document under Australian law or under any other law and does not For personal use only constitute an offer or invitation to apply for securities. In particular, this document is no
Slide 3: Investment Highlights
Investment Highlights TMK TMK ENERGY SNAPSHOT For personal use only Largest Contingent CSG Resource in Mongolia of Clear pathway to commercialisation with farm-in 1,214 BCF with 100% success rate on maiden drilling partner secured, de-risking funding through key campaign comprising seven exploration
Slide 4: Corporate Snapshot
Corporate Snapshot TMK For personal use only Strongly aligned Board & Management, with significant TMK Energy Limited (ASX:TMK) Mongolian ownership on the TMK register Share Price (23 March 2023) $0.016 Market Capitalisation $74.2m • TMK Energy (ASX:TMK) is focused on the responsible development of
Slide 5: Management Team & Board of Directors
Management Team & Board of Directors With a track record of developing Mongolian projects and extensive capital market and energy experience TMK For personal use only Dougal Ferguson Tsetsen Zantav Ganzorig Vanchig Brendan Stats Chief Commercial Officer & Strategic Advisor to the Chief Operating Off
Slide 6: Highlights: Gurvantes XXXV CSG Project
Highlights: Gurvantes XXXV CSG Project TMK For personal use only LOCATION South Gobi Basin, Mongolia Tenure PSC Exploration License Mongolia TMK Interest 67% Tenement size 8,400km2 China Development stage Exploration and Evaluation <300km from existing gas pipeline Infrastructure network in northern
Slide 7: Drilling Results
Drilling Results All seven maiden exploration wells show significant CSG prospectivity with 100% success rate TMK For personal use only COAL RANK QUALITY High Quality Bituminous ✓ Ideal rank and quality for CSG project Very thick coal (thicker than any major COAL THICKNESS 60m 91m 60m 175m 40m 40m 5
Slide 8: Maiden Contingent Resource
Maiden Contingent Resource Maiden Resource of 1.2 TCF (2C) is the largest Contingent Natural Gas Resource in Mongolia TMK For personal use only Maiden resource highlights Nariin Sukait Region Unrisked Gross Contingent Gas Resource (Bcf) Largest CSG Contingent Resource in Mongolia of 1.2 TCF (2C) Tot
Slide 9: Coal Seam Gas Field Comparison
Coal Seam Gas Field Comparison Gurvantes XXXV represents a world class coal seam gas Project, comparing favourably to existing world leading TMK CSG basins For personal use only COAL COMPARISON GENERAL ASSESSMENT OF CSG PROJECT PARAMETERS & OGIP RESOURCE DENSITY LOW QUALITY HIGH QUALITY 120m LIGNITE
Slide 10: China Supply Opportunity
China Supply Opportunity China is the largest energy user globally with significant gas infrastructure in close proximity to Gurvantes XXXV TMK For personal use only Chinese Energy Market Neighbouring Oil & Gas Developing Relationships in Chinese 2020 gas demand estimated to Infrastructure China dou
Slide 11: Domestic Supply Opportunity
Domestic Supply Opportunity Significant opportunity exists for TMK to cement themselves as a key supplier of gas and power to Mongolia TMK For personal use only The capital of Mongolia, Ulaanbaatar, is heavily polluted and in South Gobi province energy infrastructure 2022, Mongolia had an average Pa
Slide 12: Operating In Mongolia
Operating In Mongolia TMK A proven & growing mining jurisdiction with under-explored terrains For personal use only Jurisdiction overview Ulaanbaatar Strong Mining Jurisdiction Mining sector leading 90% of exports and the country’s largest employer Stable Political Environment Democratic government
Slide 13: Current Development Framework
Current Development Framework Established relationships, legal framework, and funding solutions to drive commercialisation TMK For personal use only Farmout Talon Energy Limited (ASX:TPD) Agreement ASX:TMK Farmout agreement with Talon Energy Limited (ASX:TPD) to earn a Overview 33% working interest
Slide 14: 2023 Newsflow Catalysts
2023 Newsflow Catalysts Clear pathway from exploration to pilot production at Gurvantes XXXV with several near-term milestones TMK For personal use only CY23 WORK PROGRAMS ACTIVITY Q1 Q2 Q3 Q4 2023 PILOT WELL PROGRAM OBJECTIVES Environmental & Regulatory Approvals a) Flow gas to surface Pilot Well P
Slide 15: Appendix
For personal use only Appendix TMK
Slide 16: Significant Milestones & Achievements
Significant Milestones & Achievements Project has been materially de-risked following a staged approach to exploration, drilling & commercialization TMK For personal use only • First gas to surface US$6m farmout Petrochina aligns Maiden • Expanded exploration agreement with Gurvantes Thick, gassy co
Slide 17: Contact
TMK For personal use only Contact Brendan Stats CEO E: info@tmkenergy.com.au T: +61 8 6319 1900