Georgina Energy Plc · LSE:GEX
Georgina Energy — Investor Presentation (October 2024)
19 slides from Georgina Energy's investor presentation, October 2024
Slide 1: Unlocking Australia's Helium & Hydrogen Potential
Unlocking Australia’s Helium & Hydrogen Potential Investor Presentation October 2024
Slide 2: Disclaimer
DISCLAIMER The se pres entation slides , the accompan yin g verbal pres entation and any other hard copy materials distribute d at or in connection with the pres entation by Georgina Ene rgy Plc de livered to the recipient without contravention of any law. (the “Compan y”) (together the “Presentatio
Slide 3: Overview: Large Scale Gas Re-Development Projects in Australia
OVERVIEW: Large Scale Gas Re-Development Projects in Australia Georgina Energy Plc is a LSE Listed Company with Helium, Hydrogen and Natural Gas development assets based in Australia Drilling Permit Application for EP513 and CLC Meeting for granting of EPA155 submitted and completed. Additional well
Slide 4: Market Comparables
MARKET COMPARABLES Key Metric Georgina Energy Helium One Helix Exploration Helium (BCFG unrisked 2U, P50) CPR 303 212* 2.3 Hydrogen (BCFG unrisked 2U, P50) CPR 308 0 0 Natural Gas (TCFG unrisked 2U, P50) CPR 2.97 0 0 Seismically Defined Targets & Wells Drilled 2 1* 0** Company Project Status Well Re
Slide 5: Board & Management
BOARD & MANAGEMENT Anthony Hamilton, CEO Peter Bradley, Non-Executive Chairman Mark Wallace, Executive Finance Director Mr Hamilton is a Fellow of the Institute of Directors in London and Peter Bradley is a corporate lawyer with over 35 years' experience Mr Wallace holds a Bachelor of Economics and
Slide 6: Pathway to Drilling & Production
PATHWAY TO DRILLING & PRODUCTION Application for drilling permits, environmental, well design and other clearances in process and completed Processing additional seismic and recently completed AEM-PTP surveys, revised modeling and resource scale. Re-enter & deepen EP513 Hussar (to TD 3,200m) for Hel
Slide 7: Commercialisation Strategy
COMMERCIALISATION STRATEGY Recovery of Hydrogen/Helium requires a separation plant (provided by offtake) as the gas comes to surface with impurities including natural gas Refinery in Darwin provides a field plant for the cryogenic recovery of raw Hydrogen/Helium The Company has executed extension of
Slide 8: Re-Development Project
RE-DEVELOPMENT PROJECT Vertical Re-Entry Side Track Re-Entry Source: the Company 8
Slide 9: Locations: Within the Officer Basin & Amadeus Portions of the Centralian Superbasin
LOCATIONS: Within the Officer Basin & Amadeus Portions of the Centralian Superbasin Oil & gas refineries Basin areas City Names Liquid Pipelines Natural Gas Pipelines Gas Processing Liquid processing Source: the Company 9
Slide 10: Hussar: A Proven Region With Significant Gas Potential
HUSSAR: A Proven Region With Significant Gas Potential Georgina Energy Plc holds a 100% working interest in SPA 0036, now EP-513. The area consists of 46 graticular blocks, (3,574 km2). Drilled in 1982 to a TD 2040m The Company was granted the permit EP-513 in October 2023 to develop the licence and
Slide 11: Mt Winter: Re-Opening Identified Gas Fields
MT WINTER: Re-Opening Identified Gas Fields The property is held by Oilco, a wholly owned subsidiary of AIM listed Mosman Oil & Gas Plc and Westmarket Oil & Gas, a wholly owned subsidiary of Georgina Energy Plc, via a formal Farm-in agreement with rights to earn up to a 90% working interest. Westmar
Slide 12: Unlocking Resource Potential
UNLOCKING RESOURCE POTENTIAL 303 BCFG 308 BCFG 2.97 TCFG Helium Hydrogen Natural Gas The Company has evaluated the potential of Mt Winter (EPA155) and the Hussar (EP- 513) prospects to contain the required elements to potentially yield significant Helium & Hydrogen accumulations Helium gas is produc
Slide 13: Ideal Operating Landscape
IDEAL OPERATING LANDSCAPE Both sites were previously drilled - locations and road access remain useable Gas pipelines from the Amadeus to Port Darwin and Eastern markets Gas pipeline servicing East Coast Roads & rail to Darwin, roads to Western ports Darwin Helium refinery access by road (currently
Slide 14: Global Outlook: Helium
GLOBAL OUTLOOK: Helium The demand for Helium is expected to rise largely from the growth of the semi conductor market There is a global short supply of helium and significant increases in demand, including space launch usage, has led to further price increases NASA signed a 5-year contract for 1.2Bc
Slide 15: Global Outlook: Hydrogen
GLOBAL OUTLOOK: Hydrogen Hydrogen in a key resource in the move towards decarbonization as countries across the globe look to reduce carbon output Most Hydrogen output historically has been a result of fossil fuels whereas now Hydrogen has become a green resource itself The National Gas Infrastructu
Slide 16: Use of Proceeds (18 months)
USE OF PROCEEDS (18 months) Hussar Mt Winter Geophysical & Seismic Processing £189,000 Property Renewals £41,600 3D Seismic (wellhead) £185,000 Permitting CLC £72,000 Well Clean Out, New Casing £260,000 Reprocessing Seismic £150,000 Drilling Re-Entry £980,000 Well Re-Entry Planning £85,000 Wellhead
Slide 17: Capital Structure
CAPITAL STRUCTURE Capital Structure Shares Issued Share Capital (as at 7 October 2024) 90,668,396 Milestone Performance Shares* - Increase in Mineral Resource Estimate (>10%) 6,500,000 - Drilling at Hussar 15,000,000 - Drilling Mt Winter 10,000,000 Total Milestone Performance Shares 31,500,000 Total
Slide 18: Summary
SUMMARY Drilling Timeline for Hussar 2024 July August September October November December List LSE Permitting Seismic Reprocessing & AEM-PTP Processing Drill Programme Interpretation Spud Well 18
Slide 19: Contact details
Anthony Hamilton Level One Devonshire House One Mayfair Place Mark Wallace London W1J 8AJ
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