Gold Hydrogen Ltd. · ASX:GHY
Gold Hydrogen — Brisbane Mining Conference 2024
22 slides from Gold Hydrogen's conference presentation, Mar 13, 2024
Slide 1: Ramsay 1 & 2: Australia's First Natural Hydrogen & Helium Exploration Wells
For personal use only Gold Hydrogen Ramsay 1 & 2: Australia’s First Natural Hydrogen & Helium Exploration Wells Gold Hydrogen Limited Brisbane Mining Conference - March 2024 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. It is This presentation contains statistics, data and other information pertaining to Gold Hydrogen’s business and operations. Recipients for inf
Slide 3: Contents
Contents Executive Summary 4 For personal use only Industry Overview 6 Company Overview 12 Key Team 19 Gold Hydrogen Limited 3
Slide 4: Executive Summary – Natural Hydrogen plus Helium
Executive Summary – Natural Hydrogen plus Helium Title over natural hydrogen & Certified Prospective Resource for natural helium occurrences and hydrogen with an unrisked Best Estimate of 1.3 For personal use only certified prospective billion kilograms, and an unrisked Best Estimate resources, with
Slide 5: Investor Snapshot
Investor Snapshot Capital Structure Share Price Performance Since IPO For personal use only Total shares on issue 159.7m Shares escrowed (to Jan 25) 83.0m Free-float 76.7m Options on issue (75c / $1.00 / $1.75) 5.1m Fully-diluted capital 164.8m Market cap at $1.25 / share $200m Cash on hand $20m In
Slide 6: Industry Overview
For personal use only Industry Overview 6 Gold Hydrogen Limited 6
Slide 7: Global Hydrogen Forecast
Global Hydrogen Forecast Substantial investment laying the foundation for Hydrogen use Global Hydrogen Demand by Sector, Net Zero Emissions For personal use only Target Scenario (Mt) 527 A$629B 31 Projected annual investment on 102 hydrogen projects in A$184B 2050 Projected annual 207 investment on
Slide 8: Key Trends Driving Hydrogen Adoption
Key Trends Driving Hydrogen Adoption For personal use only Most hydrogen used today is in the production of ammonia and steel, or by oil refineries Future growth projections are based on a number of key trends that are driving adoption ESG investment and Technological advances Hydrogen enhances Use
Slide 9: Key Trends Driving Helium Requirements
Key Trends Driving Helium Requirements For personal use only Most helium used today is in the health industry, electronics and space industries Future growth projections are based on a number of key technologies Health Care Space Industry Electronics Industrial uses Gold Hydrogen Limited 9
Slide 10: Types of Hydrogen Production
Types of Hydrogen Production 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’ (natural) Hydrogen Gold / White Grey Black/Brown Blue Gr
Slide 11: Global Helium Projects
Global Helium Projects Gold Hydrogen’s Ramsay 1 & 2 exploration wells found Helium at up to 6.8% (in addition to the 86% Hydrogen identified) For personal use only Indicatively, longer-term bulk pricing is expected to be approximate USD450 per Mcf (thousand cubic feet).[1] [1] February 2024 www.nobl
Slide 12: Company Overview
For personal use only Company Overview 12 Gold Hydrogen Limited 12
Slide 13: Key Success Factors
Key Success Factors Ramsay Project ticks the boxes in respect of the key attributes for the formation and accumulation of Natural Hydrogen For personal use only Key Success Factor Ramsay Project Source & Via hydrolysis and / Located at the Gawler craton of South Australia, where Generation or radiol
Slide 14: Gold Hydrogen Prospective Resources (Using PRMS guidelines)
Gold Hydrogen Prospective Resources (Using PRMS guidelines) Certified Prospective Hydrogen Resources, existing discoveries and American Beach -1 Hydrogen Discovery Ramsay Oil Bore-1 drill ready hydrogen prospects (calculated volume not determined) Hydrogen Discovery Flowed 70% H2 @ 290m Flowed 84% H
Slide 15: Gold Hydrogen Prospective Resources (Using PRMS guidelines)
Gold Hydrogen Prospective Resources (Using PRMS guidelines) Certified Prospective Helium Resources, Ramsay Field (PEL 687 Yorke Peninsula) Unrisked Prospective Helium Resources, PEL 687 For personal use only Low Estimate Best Estimate High Estimate SPE-PRMS Sub-Class Category (Bscf) (Bscf) (Bscf) Pr
Slide 16: Well Testing Objectives and Other Key Points
Well Testing Objectives and Other Key Points • Commenced 5 March 2024 at the Ramsay 1 well site, Well testing Equipment on Site at Ramsay 1 For personal use only then moving to Ramsay 2 • Minimum 21 day scheduled well testing program plus post testing compositional and technical results period • Pri
Slide 17: Gold Hydrogen – Planned 2024 Activities
Gold Hydrogen – Planned 2024 Activities* February 2024 – Maiden Prospective Resource Report for Ramsay 1 drill site and Savanna Energy drill rig Helium For personal use only March 2024 – Commence flow testing technical program Ramsay 1 & 2 • May 2024 – Update to Prospective Resource Report for H
Slide 18: Large Scale Potential Commercialisation Opportunities - Hydrogen
Large Scale Potential Commercialisation Opportunities - Hydrogen For personal use only Gold Hydrogen Pty Ltd (Confidential) 18 Gold Hydrogen Limited 18
Slide 19: Key Team
For personal use only Key Team 19 Gold Hydrogen Limited 19
Slide 20: Key Management
Key Management For personal use only Neil McDonald Roger Cressey Karl Schlobohm Josh Whitcombe Founder & Managing Director Executive Director, Commercial & Operations Company Secretary & CFO Chief Operating Officer Neil McDonald has more than 20 years of extensive Roger Cressey has more than 35 year
Slide 21: Board of Directors
Board of Directors For personal use only Neil McDonald Alexander Downer Katherine Barnet Roger Cressey Founder & Independent Independent Executive Director, Managing Director Non-Executive Chair Non-Executive Director Commercial & Operations • Neil McDonald has more than 20 • Alexander Downer is one
Slide 22: For personal use only
For personal use only Neil McDonald Karl Schlobohm Managing Director CFO / Company Secretary nmcdonald@goldhydrogen.com.au kschlobohm@goldhydrogen.com.au +61 0 421 331 933 + 61 0 419 721 007 goldhydrogen.com.au Gold Hydrogen Limited 22