Elixir Energy Limited · ASX:EXR
Elixir Energy — Noosa Mining Conference 2023
21 slides from Elixir Energy's conference presentation, Nov 17, 2023
Slide 1: Noosa Mining Conference Presentation
For personal use only Noosa Mining Conference Presentation 17 November 2023 ASX:EXR
Slide 2: 1. Company Overview
For personal use only 1. Company Overview 2
Slide 3: Macro Overview
Macro Overview For personal use only 1 2 3 Oil and gas Security of supply Location, Location Prices & animal spirits Australia & Mongolia Close to markets • Oil & gas prices very strong • Ukraine war showed value of • Elixir’s assets located close to security of supply infrastructure • Energy transi
Slide 4: Capital Structure / Board
Capital Structure / Board For personal use only Capital Structure Board of Directors Capital Structure Current Richard Cottee Non-Executive Chairman Number of Shares 1,056 million Former Managing Director of CSG focused Queensland Gas Corporation (QGC), taking it from market cap of $20M to Performan
Slide 5: 2. Grandis Gas Project
For personal use only 2. Grandis Gas Project 5
Slide 6: Project Location
Project Location For personal use only Elixir currently drilling Daydream-2 Appraisal Well • The Grandis Gas Project is very well located in the southern Taroom Trough (TT) • Market factors are now driving new rounds of drilling in the TT, including by Majors: – The rapidly growing demand/supply gap
Slide 7: An Emerging Energy Super Basin
An Emerging Energy Super Basin For personal use only Elixir’s recent $1M deal with Origin Energy confirms the Taroom as an emerging Energy Super Basin • Wood Mackenzie’s Energy Super Basin concept: – “Super basins are the future” – ”The future is upstream co-located with low carbon” – “These are bas
Slide 8: Taroom Trough
Taroom Trough For personal use only Home to several majors, the Taroom Trough hosts material discovered and potential gas resources • Shell: Currently drilling. “The estimate of recoverable hydrocarbons in this reservoir across ATP 645 in the area covered by PCA 1 (305), on an unrisked P50 basis, St
Slide 9: Resources
Resources For personal use only Contingent Resources – Sandstones only Prospective Resources - Fractured Coals ATP – 2044 – GRANDIS GAS PROJECT ATP – 2044 – GRANDIS GAS PROJECT Contingent Resources (100%) Prospective Resources (100%) Units 1C 2C 3C Units 1U 2U 3U Gas Initially In Place Bcf 2,128 7,0
Slide 10: Grandis Gas Project Timeline
Grandis Gas Project Timeline For personal use only CY2023 CY2024 Nov Dec Jan Feb Mar Apr May Jun Daydream 2 Spud Drill Daydream-2 1 2 3 Post Drill Analysis 4 5 Injectivity & Pre-Stimulation Testing 6 7 Stimulation Planning 8 Stimulation, Completion & 9 10 Production Testing 1 Intermediate wireline l
Slide 11: Daydream-2 – Game Changing Objectives
Daydream-2 – Game Changing Objectives For personal use only Daydream-2 has multiple objectives that collectively can deliver enormous de-risking and value • 500m gross vertical interval of prospective reservoirs • Stimulation program covers entire zone • Preliminary plan is for ATP 5 stages 2044 of
Slide 12: 3. Nomgon CBM PSC
For personal use only 3. Nomgon CBM PSC 12
Slide 13: CBM Asset Overview
CBM Asset Overview For personal use only Elixir’s foundation asset – the 100% owned Nomgon IX Coal Bed Methane (CBM*) Production Sharing Contract (PSC) project in the South Gobi region of Mongolia Highly experienced CSG team – first mover in taking Australia’s industry leading skills to Mongolia Loc
Slide 14: Extended Pilot Production Test
Extended Pilot Production Test For personal use only Aim • Dewater coals and flow gas from the Nomgon CBM discovery • Provide proof of concept for commercial development • First extended production test in Mongolia • Growing cooperation with other Operators Wells • Initial 2 production wells drilled
Slide 15: 4. Gobi H2
For personal use only 4. Gobi H2 15
Slide 16: Gobi H2 Overview
Gobi H2 Overview For personal use only Elixir’s longstanding experience in Mongolia’s energy sector and stakeholder engagement with Governments and customers, has provided a strong foundation for the Gobi H2 Project • Gobi H2 is Elixir’s green hydrogen project (i.e. one where hydrogen is produced fr
Slide 17: 5. Highlights, Disclaimer and Appendix
For personal use only 5. Highlights, Disclaimer and Appendix 17
Slide 18: Corporate Highlights
Corporate Highlights For personal use only High impact Daydream-2 Mongolia’s first CBM pilot Key catalysts due this FY – appraisal well currently drilling production project ongoing adding material resources and ahead de-risking Highly experienced teams in Ukraine war and growing Strong balance shee
Slide 19: Important Notice & Disclaimer
Important Notice & Disclaimer For personal use only This document has been prepared by Elixir Energy Limited (ABN 51 108 230 995) (“Elixir”) in connection with providing an overview of its business to interested analysts/investors. This presentation is being provided for the sole purpose of providin
Slide 20: Appendix
Appendix For personal use only Methodology: The estimate of Prospective Resource was compiled by Elixir’s Chief Geoscientist, Mr Greg Channon, who has completed a detailed and formal report on the prospective resources in ATP 2044. The work was undertaken in accordance with the Society of Petroleum
Slide 21: Investors & Media
INVESTORS & MEDIA For personal use only Neil Young Managing Director info@elixirenergy.com.au Phone +61 8 7079 5610 www.elixirenergy.com.au www.elixirenergy.com.au