Tmk Energy Limited · ASX:TMK

Tmk Energy — Sharecafe Hidden Gems Webinar (December 2024)

15 slides from Tmk Energy's conference presentation, Dec 13, 2024

  1. Slide 1: Igniting Possibilities - Sharecafe Hidden Gems Webinar

    TMK ENERGY LIMITED (ASX:TMK) IGNITING For personal use only POSSIBILITIES Sharecafe Hidden Gems Webinar Dougal Ferguson Chief Executive 13 December 2024 WWW.TMKENERGY.COM.AU

  2. Slide 2: Disclaimer

    DISCLAIMER 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 constitute an offer or invitation to apply for securities. This document is not an offer of securities for subscription

  3. Slide 3: Investment Opportunity: Low Risk, Scalable Project

    INVESTMENT OPPORTUNITY LOW RISK, SCALABLE PROJECT For personal use only Near term value creation events with most Immediate market of 35-70MW of power advanced coal seam gas project in Mongolia demand from adjacent coal mines Largest natural gas Contingent Resource (2C) 5,300 BCF Prospective Resourc

  4. Slide 4: Corporate Snapshot

    CORPORATE TMK Energy Limited (as of 10 December 2024) SNAPSHOT Share Price Market Capitalisation $0.002 ~$18.6M Shares on Issue ~9.3 billion Goal: To build a gas industry on the back of the largest For personal use only discovered contingent gas resource in Mongolia Listed Options (ASX:TMKOB, ASX:TM

  5. Slide 5: Board & Management

    OUR COMPANY BOARD & MANAGEMENT For personal use only John Warburton Brett Lawrence Gema Gerelsaikhan Tim Wise Non-Executive Chairperson Executive Director Non-Executive Director Non-Executive Director Mongolia Based Dougal Ferguson Brendan Stats Tsetsen Zantav Naran-Uchral Tsedev Chief Executive Off

  6. Slide 6: Gurvantes XXXV Natural Gas Project Overview

    GURVANTES XXXV NATURAL GAS PROJECT PROJECT OVERVIEW Location South Gobi Basin, Mongolia Production Sharing Contract (PSC) / Description For personal use only Exploration License Size ~8,400km2 TMK Interest 100% Status Exploration and Appraisal • High local demand for energy in South Gobi • Growing d

  7. Slide 7: Rapid Project Development Plan

    RAPID PROJECT Pilot Well Program – 3 additional production wells drilled and completed Pilot Well Program – sub-surface data gathering DEVELOPMENT PLAN Tie-in of new wells and reservoir depressurisation Feasibility Studies (Field Development Planning) Introduce Strategic Partner Critical desorption

  8. Slide 8: Coal Seam Field Comparison

    COAL SEAM FIELD COMPARISON • High net coal thickness, gas content, and resource density, the Gurvantes XXXV Project compares very favourably to leading CSG projects worldwide • The Gurvantes XXXV Project represents a world class discovery with GENERAL ASSESSMENT OF CSG PROJECT technical parameters e

  9. Slide 9: Largest Contingent Resource in Mongolia - Nariin Sukhait Region

    LARGEST CONTINGENT NARIIN SUKHAIT REGION RESOURCE IN UNRISKED GROSS CONTINGENT GAS RESOURCE (BCF)* MONGOLIA 150m – 750m 3C (High) 750m – 1,000m Maiden Resource of 1.2 TCF (2C) delivered For personal use only from only five low-cost exploration wells 1,346 BCF •1.2 TCF (2C) Contingent Resource from o

  10. Slide 10: Pathway to Production

    2023 2024 2025 PATHWAY TO PILOT WELL PILOT WELL PROJECT PRODUCTION DEVELOPMENT PROGRAM PHASE 1 PROGRAM PHASE 2 PLAN Depressurising reservoir Initial pilot production Reach critical desorption Drill additional step-out wells drilled successfully pressure quicker to production wells around Significant

  11. Slide 11: Pilot Well Program - Phase 2

    PILOT WELL PROGRAM – PHASE 2 PRODUCTION WELL LF-4 LF-5 LF-6 Secure relevant approvals for drilling TOTAL DEPTH 503m 480m 475m NET COAL THICKNESS ~60m ~60m ~60m Pilot well program design and planning DATE DRILLED Nov 2024 Oct 2024 Oct 2024 For personal use only PRODUCTION INTERVAL Tender drilling con

  12. Slide 12: Conceptual Field Development (2025-2026)

    CONCEPTUAL FIELD DEVELOPMENT (2025-2026) Indicative staged approach to field development to grow reserves and production STAGE 1 (2025) For personal use only • 10 production wells spaced 500 metres apart accessing ~40 BCF • Average capital cost of US$500,000 per well • Indicative rates averaging bet

  13. Slide 13: Domestic Supply Opportunity - South Gobi Province Energy Infrastructure

    DOMESTIC SUPPLY SOUTH GOBI PROVINCE OPPORUTNITY ENERGY INFRASTRUCTURE • The capital of Mongolia, Ulaanbaatar, is heavily polluted and in SOUTH GOBI 2022, Mongolia had an average Particle Matter (PM) of 2.5 MONGOLIA For personal use only concentration - 5.9 times the WHO annual air quality guideline

  14. Slide 14: China Supply Opportunity - Developing Relationships

    CHINA SUPPLY OPPORUTNITY DEVELOPING RELATIONSHIPS CHINESE ENERGY MARKET • Discussions continuing with leading • Chinese 2020 gas demand energy offtake partners in both estimated to double by 2040* China and Mongolia with the aim of expediting project development • Forecast Chinese consumption For pe

  15. Slide 15: Contact Us

    TMK ENERGY LIMITED (ASX:TMK) For personal use only CONTACT US +61 8 6319 1900 (Australia) +976 7777 3373(Mongolia) www.tmkenergy.com.au info@tmkenergy.com.au WWW.TMKENERGY.COM.AU © TMK ENERGY LIMITED 2024 (ASX:TMK) PAGE 15

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