Beetaloo Energy Australia Limited · ASX:BTL
Beetaloo Energy Australia — Shareholder Meeting (May 2026)
17 slides from Beetaloo Energy Australia's shareholder meeting presentation, May 29, 2026
Slide 1: Annual General Meeting Presentation
For personal use only Annual General Meeting Presentation 29 May 2026
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Beetaloo Energy Australia Limited (“Beetaloo” or the “Company”). The information in this presentation is information of a general nature and is subject to change without notice. The information in this presentation does not purport to be complete, no
Slide 3: Investment Overview
Investment Overview Beetaloo Energy is unlocking a world-class gas resource to supply domestic and international gas markets Substantial Gas Resource in Beetaloo Basin ~3 million ac 100% interest in ~3 million net effective Beetaloo acres containing >46 TCFe 2U resource and >1.6 TCF 2C resource with
Slide 4: Beetaloo Energy Value Catalysts
Beetaloo Energy Value Catalysts Strategic Vision Value Proposition Phase 1 Carpentaria Pilot Project Largest 100%-owned acreage position across the Beetaloo • Up to 25 TJ/d and McArthur Basins • Targeting first revenue in 2026 For personal use only Simple royalty regime with High Net Revenue Int
Slide 5: Corporate Snapshot
Corporate Snapshot Capital Structure (27 May 2026) BTL 12-Month Share Price & Volume (27 May 2026) Shares on Issue 1,487.0M 30 0.40 In the Money Options1 148.0M 0.30 20 Volume (m) For personal use only Share Price A$0.29 Price (A$) 0.20 Market Cap A$431.2M 10 0.10 Debt2 A$15.2M Cash3 A$65.2M 0 0.00
Slide 6: International and Domestic Gas Supply Deficit Looming
International and Domestic Gas Supply Deficit Looming A structural supply gap is emerging across both international and domestic markets Shell Global LNG Demand Outlook, mtpa1 Southern States AEMO Supply Forecast, PJ p.a.2 Increasing reliance on gas flow 400 For personal use only from the North (QLD
Slide 7: Beetaloo Strategically Located Near Asian LNG Markets
Beetaloo Strategically Located Near Asian LNG Markets Australian domestic gas and Asian LNG indices trade at multiples of US Henry Hub prices LNG Tanker Sailing Days to Tokyo Bay1 Gas Market Reference Prices, US$/MMBtu For personal use only 15.34 3.57 6.64 3.07 US Henry Hub² Premium to Wallumbilla H
Slide 8: Infrastructure Pathway to Commercialisation
Infrastructure Pathway to Commercialisation Multiple delivery pathways connect Beetaloo gas to domestic markets and LNG facilities Carpentaria Gas Plant enables Beetaloo Energy to monetise appraisal gas from first production, capturing full upstream value For personal use only Scale and position to
Slide 9: Significant & Growing Investment in the Beetaloo Basin
Significant & Growing Investment in the Beetaloo Basin ~$1 billion committed to the Beetaloo Basin in the next ~18 months – with LNG major INPEX's entry providing strong external validation of commercial potential For personal use only INPEX farm-in with Daly Waters Daly Waters Energy farm-in with E
Slide 10: Activity in the Beetaloo Basin is Accelerating
Activity in the Beetaloo Basin is Accelerating Four project areas with multi-horizontal wells located throughout the basin For personal use only Beetaloo Energy Australia Limited 10
Slide 11: Beetaloo Energy's Two Focus Areas in the Basin
Beetaloo Energy’s Two Focus Areas in the Basin 5 TCF gas pilot ready Carpentaria Project with >20 TCF Western Beetaloo resource1 Focus Area 1: Carpentaria Project (EP187) (5 TCF pilot ready) targeting For personal use only first production in Q4 2026 to supply the Northern Territory Government under
Slide 12: Stacked Play Improves Development Economics
Stacked Play Improves Development Economics Four Stacked Reservoirs Beetaloo Energy’s four Carpentaria-4 Type Section Stacked Play Development Example Depth Gas Saturation stacked shale reservoirs Gamma Ray M (ft) 0 100% are 5x thicker than the For personal use only prolific Marcellus Shale C Shale
Slide 13: Western Beetaloo Seismic Program
Western Beetaloo Seismic Program Planned seismic lines oriented for future horizontal wells, focusing on the deepest area adjacent to key infrastructure Program Overview • In-fill 2D seismic and appraisal drilling focused across the proven Gas For personal use only Discovery Area between Tarlee-S3 a
Slide 14: Territory Sands Investment
Territory Sands Investment $10 million investment securing local frac sand supply and reducing well frac costs Strategic Rationale Key Investment Terms • Frac sand is one of the largest cost inputs in horizontal well • Up to ~$10m secured credit facility funding Territory Sands’ sand completions, re
Slide 15: Carpentaria-5H Flow Test
Carpentaria-5H Flow Test Carpentaria-5H (C-5H) achieved strong flow rates with enhanced permeability, underpinning long-term performance1 • Strong clean-up flow performance: C-5H achieved a peak gas flow rate of 11.2 TJ/day and a 30-day average of 7.1 TJ/day, with a For personal use only Day-30 exit
Slide 16: Carpentaria Pilot Project
Carpentaria Pilot Project Beetaloo Energy is on track to deliver first gas sales from the Carpentaria Pilot Project in Q4 2026 Production Wells Carpentaria-2H, Carpentaria-3H and Carpentaria-5H EMP’s fully approved for additional pilot wells For personal use only Facility Civil works for the C
Slide 17: For personal use only
Beetaloo [ic iw Energy Australia
Beetaloo Energy Australia — Shareholder Meeting (May 2026) on 6ix