D3 Energy Limited · ASX:D3E
D3 Energy — Australia Investor Day Hosted by Viriathus and OTC Markets (February 2025)
23 slides from D3 Energy's conference presentation, Feb 28, 2025
Slide 1: Australia Investor Day Hosted by Viriathus and OTC Markets
Australia Investor Day Hosted by Viriathus and OTC Markets (ASX:D3E) & (OTCQB:DNRGF) 28th February 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: Corporate Snapshot
Corporate Snapshot (ASX:D3E) & (OTCQB:DNRGF) Major Shareholders (as of 21st Feb 2025) 120.8m $0.06 Shares on issue Share price (@ 21 Feb 2025) $7.25m $7.01m Market Cap Cash (31 Dec 2024) Enterprise Value (EV) $0.24M Resource volumes as stated from the Sproule independent evaluation of ER315 with an
Slide 5: So, what is Helium and what's it used for?
So, what is Helium and what’s it used for? d3energy.com.au | 5
Slide 6: 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 | 6
Slide 7: Global Helium supply and demand
Global Helium supply and demand • Classic case of demand outstripping supply • Current demand growth of around 5-6% is double expected supply growth • Total market expected to grow from 6BCF to just over 8BCF in 2030 • Tightening supply will have an obvious effect on price Current and projected Heli
Slide 8: Helium pricing
Helium pricing • The cost of helium is at record levels and is predicted to continue to increase • Prices over last 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 Helium Export Prices by Region (US$/mcf)
Slide 9: Portfolio
Portfolio d3energy.com.au | 9
Slide 10: Assets
Assets • Four 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 • Confirmed free flowing gas product
Slide 11: Exploration Right (ER315)
Exploration Right 315 (ER315) d3energy.com.au | 11
Slide 12: 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 13: 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 14: 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 15: 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 16: D3 Energy is not just about Helium!
D3 Energy is not just about Helium! d3energy.com.au | 16
Slide 17: 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 Sourc
Slide 18: D3 has established strategic partnerships
D3 has established strategic partnerships d3energy.com.au | 18
Slide 19: NOVO Energy – Resources to RESERVES
NOVO Energy – Resources to RESERVES • NOVO Energy (NOVO) is an integrated 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 infrastructure (CNG/LNG
Slide 20: In Summary…
In Summary… d3energy.com.au | 20
Slide 21: Why D3 Energy?
Why D3 Energy? Defined LARGE contingent resource adjacent to existing producer, including ‘regenerating methane’ • 2C Contingent Resource of 22.4BCF Helium and 475 BCF Methane adjacent to already-producing Virginia field • World class measured helium concentrations of 5% and as high as 9% • The meth
Slide 22: Thank you…
Thank you… d3energy.com.au | 22
Slide 23: d3energy.com.au
d3energy.com.au Tel: +61 2 8072 1400 Email: admin@d3energy.com.au Web: www.d3energy.com.au
D3 Energy — Australia Investor Day Hosted by Viriathus and OTC Markets (February 2025) on 6ix