Kinetiko Energy Ltd. · ASX:KKO
Kinetiko Energy — Good Oil & Gas Conference 2023
10 slides from Kinetiko Energy's conference presentation, Sep 6, 2023
Slide 1: South Africa's Transition Energy Solution
SOUTH AFRICA’S TRANSITION ENERGY SOLUTION GOOD OIL & GAS CONFERENCE 6 & 7 S EP TEMBER PRESENTER | Nick de Blocq, Chief Executive Officer Company Presentation | September 2023 GET IN TOUCH Nick de Blocq CEO ASX:KKO nick@kinetiko.com.au KINETIKO.COM.AU
Slide 2: Enormous Conventional Onshore Gas Resource in premier energy producing zone of South Africa
Enormous Conventional Onshore Gas Resource in premier 2 energy producing zone of South Africa Located 200km south east of Johannesburg. Adjacent to infrastructure: Power stations and coal mines: - Majuba – (4.1GW gas co-fired plant) SASOL Secunda Gas to Liquids Refinery Lily-1 Pipeline (Sasol offtak
Slide 3: Project and Development Dynamics
3 Project and Development Dynamics Significant landholding - greater than 6,000 km2 Gas is 96%-98% (measured) methane - remainder nitrogen Conventional - Gas sits in sandstone, above the coals, sealed and compartmentalised into reservoirs by dolerite sill/dykes No fracking or horizontal drilling – N
Slide 4: Development of SA's Largest Onshore LNG Project
4 Development of SA’s Largest Onshore LNG Project JV with South African government (IDC) to develop production field*: IDC JV - 50MWe going to 500MWe (30% IDC/70% KKO) ≅ AUD $140m for stage 1 (50MWe) IDC providing AUD $51m (60%) of AUD $90m equity Option for additional 1,000MW South African en
Slide 5: Vision to Deliver SA's Largest Gas Field
5 Vision to Deliver SA’s Largest Gas Field One of the largest onshore Gross Contingent Resource 2C in the world and growing* Mpumalanga South Africa 6.0 * * ASX announcement 21 Aug 2023 – KKO net 2C 2.94 TCF 2C TCF International on shore gas resource comparisons Elixir (EXR)1 Jade Gas (JGH)2 Renerge
Slide 6: Post Merger Capital Structure
6 Post Merger Capital Structure Share Price Performance (12 months) 1,351,268,334 $0.12 $163m $0.140 10,000,000 9,000,000 Shares (Post Merger) Share Price (1 Sep 2023) Market Cap $0.120 8,000,000 $0.100 7,000,000 $0.080 6,000,000 $5.1m $1.3m $158m $0.060 5,000,000 4,000,000 Cash (est. 30 June 2023)
Slide 7: Clear Pathway to Value
7 Clear Pathway to Value 2023 Q1-2 2024 Q3-4 2024 Complete Afro Energy Acquisition Complete 10 well production Increase rig count to 10 cluster at Amersfoort (5 additional Begin drilling 5 appraisal wells in Expand exploration into ER320 wells) in northern ER 271 southern ER 271 Gas to LNG (Amersfoo
Slide 8: Experienced Board & Management Team
8 Experienced Board & Management Team Adam Sierakowski Nick de Blocq Tom Fonta ine Aga pitos Ge offre y Richa rd Wola ns ki P a ul Doropoulos S imon Whybrow Executive Chairman CEO In-Country Non-Executive Director Micha e l Corporate Finance Chief Financial Officer Company Secretary Adam is a season
Slide 9: Contact details
This presentation was approved for release by the Board of Kinetiko Energy Limited. Barrington House, Adam Sierakowski 283 Rokeby Rd, Subiaco WA 6008 Executive Chairman www.kinetiko.com.au adam@kinetiko.com.au +61 403 322 111 info@kinetiko.com.au Richard Wolanski Corporate Finance @Kinetiko_KKO rich
Slide 10: From the office of the Premier, Mpumalanga Province
From the office of the Premier 10 MPUMALANGA PROVINCE, Republic of South Africa