Australis Oil & Gas Ltd. · ASX:ATS
Australis Oil & Gas — Investor Presentation (June 2025)
23 slides from Australis Oil & Gas's investor presentation, Jun 10, 2025
Slide 1: ASX Announcement: Company Presentation Material
ASX Announcement 10 June 2025 For Immediate Release Company Presentation Material Australis Oil & Gas Ltd (“Australis” or “Company”) is pleased to provide shareholders with an update to the Company’s asset information presentation that is used as part of our ongoing efforts to secure a partner for o
Slide 2: Corporate Presentation 10 June 2025
For personal use only ASX: ATS Corporate Presentation 10 June 2025
Slide 3: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation has been prepared by Australis Oil & Gas Limited ACN 609 262 937 (ASX: ATS) (Australis). Summary of information: This presentation contains general and background information about Australis’ activities current as at the date of the presentation and
Slide 4: Tuscaloosa Marine Shale - Background
Tuscaloosa Marine Shale - Background Tuscaloosa Marine Shale is a cretaceous shallow marine play of a similar age to the Eagle Ford. It is distributed over some 14 million acres in central Louisiana/Mississippi and is the known source rock for the conventional upper and lower Tuscaloosa Sand pla
Slide 5: US Unconventional Oil – Market Status
US Unconventional Oil – Market Status US domestic oil production has grown dramatically since 2010, largely due to unconventional shale’s contribution growing from <1 million bbls/day to ~9 million bbls/day over that period. The EIA estimates this accounted for 81% of total onshore production in t
Slide 6: US Unconventional Oil Production
US Unconventional Oil Production For personal use only Over 86% of US unconventional oil production still sourced from three plays. The Eagle Ford and Bakken, at ~1 MMbbls/d have never recovered to pre COVID volumes, are mature assets with limited Tier 1 drilling locations remaining. Practical
Slide 7: US Unconventional Oil Production
US Unconventional Oil Production The monthly production and rig count from each of the three key oil plays is shown below. The data is taken the EIA data base. The chart (right) shows For personal use only the Permian production flattening in recent years (unchanged in last 7 months). Rig count redu
Slide 8: US Permian Unconventional Oil Production
US Permian Unconventional Oil Production Has well performance in the Permian reduced over time? Recent TGS Well Data AnalysisA considered the Permian well performance over the last 5 years. The Wolfcamp, Bone Spring and Sprayberry plays produce almost 99% of Permian production Production has i
Slide 9: Why TMS remains an undeveloped Tier 1 oil shale play
Why TMS remains an undeveloped Tier 1 oil shale play Pre 2012 appraisal undertaken outside of TMS Core, followed by oil price decline and pandemic demand drop has been compounded by evolving business strategy of public companies TMS is on trend with the Eagle Ford in Texas and in 2010 its explorat
Slide 10: US Unconventional Oil & the TMS – What next?
US Unconventional Oil & the TMS – What next? Industry begins to expand focus outside of established plays Future quality drilling inventory is becoming increasingly scarce and expensive in the established plays and industry participants are shifting focus to earlier stage opportunities including pla
Slide 11: TMS Core Substantially De-risked
TMS Core Substantially De-risked Future development of TMS Core has been substantially de-risked across the major project categories Drilling & Well Performance & Land & Location Subsurface Completions Economics For personal use only TMS ideally located for Delineated TMS Core Historical learn
Slide 12: TMS Core – Land & Location
TMS Core – Land & Location TMS play benefits from low-cost land accumulation, existing infrastructure and operator-friendly regulation For personal use only Location Infrastructure State and Field Rules Straddles the Mississippi and Multiple oil pipelines cross the Mississippi and Louisiana st
Slide 13: TMS Core Substantially De-risked
TMS Core Substantially De-risked Future development of TMS Core has been substantially de-risked across the major project categories Drilling & Well Performance & Land & Location Subsurface Completions Economics For personal use only TMS ideally located for Delineated TMS Core Historical learn
Slide 14: Subsurface – TMS Core Area Definition
Subsurface – TMS Core Area Definition TMS Core area has been defined through production results and multiple subsurface methodologies TMS Core defined through production results Average: Average: Average: 11.7 bbl/ft 23.5 bbl/ft 30.1 bbl/ft Best performing wells first delineated the For personal u
Slide 15: TMS Core Substantially De-risked
TMS Core Substantially De-risked Future development of TMS Core has been substantially de-risked across the major project categories Drilling & Well Performance & Land & Location Subsurface Completions Economics For personal use only TMS ideally located for Delineated TMS Core Historical learn
Slide 16: Drilling & Completions - Australis TMS Well Construction Plan
Drilling & Completions - Australis TMS Well Construction Plan Drilling Operations – Simple design, designated landing zone and operating window Completion Operations – Same zone yields best results and Type Curve wells use 2014 Hybrid frac design Geomechanical model defines For personal use only 17.
Slide 17: TMS Core Substantially De-risked
TMS Core Substantially De-risked Future development of TMS Core has been substantially de-risked across the major project categories Drilling & Well Performance & Land & Location Subsurface Completions Economics For personal use only TMS ideally located for Delineated TMS Core Historical learn
Slide 18: Well Performance & Economics – updated as at Q2 2025
Well Performance & Economics – updated as at Q2 2025 Attractive base-case well economics established with significant upside Updated ATS Base Case Type Curve2 Based on the 16 wells drilled by ECA and ATS in the drilling target zone. EUR 538 Mbbls of oil (75 bbls/ft)A. For personal use only Rec
Slide 19: Strategic Position with Scale in TMS Core – as at Q1 2025
Strategic Position with Scale in TMS Core – as at Q1 2025 Australis controls the core area and is largest lease holder in the play TMS Asset Profile Mississippi and Louisiana, USA Large contiguous land position in the TMS Core with ~47,500 net acres (none on federal ~47,500 lands) providing strate
Slide 20: TMS Core – A Unique Strategic Opportunity
TMS Core – A Unique Strategic Opportunity Proven core with Tier 1 oil productivity delineated by over 90 wells Contiguous and scalable acreage position in core with long lease life, For personal use only providing materiality and control over future development Attractive base-case well econom
Slide 21: Footnotes
Footnotes 1. Estimates from the independent Ryder Scott report, effective 31 December 2024 and dated 29 January 2025 which was initially disclosed in the announcement titled "Quarterly Activities Report" issued on 31 January 2025. The report was prepared in accordance with the definitions and disclo
Slide 22: Footnotes - continued
Footnotes - continued 2. Comparison of updated ATS Type Curves to Ryder Scott Reserve Type Curves from YE2020 reserve estimates (last RS update) For personal use only 21
Slide 23: Glossary
Glossary Unit Measure Unit Measure B Prefix - Billions bbl Barrel of oil MM or mm Prefix - Millions boe Barrel of oil equivalent (1bbl = 6 mscf) M or m Prefix - Thousands scf Standard cubic foot of gas /d Suffix - per day Bcf Billion standard cubic foot of gas Abbreviation Description Abbreviation D
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