3d Energi Limited · ASX:TDO
3d Energi — Euroz Hartleys Otway Forum 2025
21 slides from 3d Energi's conference presentation, Sep 2, 2025
Slide 1: Euroz Hartleys Otway Forum
For personal use only EUROZ HARTLEYS OTWAY FORUM 2 SEPTEMBER 2025 Mr Noel Newell Executive Chairman 1 3D Energi Limited (ASX: TDO)
Slide 2: Disclaimer
DISCLAIMER This presentation contains certain statements which may constitute “forward-looking statements”. Forward-looking statements are only predictions and are subject to inherent risks and uncertainties which could cause actual values, results, performance or achievements to differ materially f
Slide 3: Otway Exploration Drilling Program Phase 1 2025
OTWAY EXPLORATION DRILLING PROGRAM PHASE 1 2025 For personal use only Essington-1 Well 1 October 2025 Prospective Resource1 262 Bcf* gross mean ꟷ 52 Bcf* net mean TDO Chance of Success Waarre C: 76% CoS Waarre A: 68% CoS Charlemont-1 Well 2 Nov/Dec 2025 Prospective Resource1 93 Bcf* gross mean ꟷ 19
Slide 4: Investment Opportunity
High-Impact Drilling Program in For personal use only 2025 Multi-well offshore exploration campaign targeting low-risk, seismic supported traps Strategic Position in a Supply Constrained Market Poised to deliver into Victoria’s tightening INVESTMENT gas market as legacy fields decline OPPORTUNITY Pr
Slide 5: Company Overview
COMPANY OVERVIEW For personal use only Shares on Issue Share Price Market Cap Top 20 Shareholders Market 333.4m 14.5¢ 28 August 2025 48.35m 52.5% TDO ASX CHART Cash Balance Debt Cash $0.7m Nil June 2025 Exploration carry Prospective Resource Exploration ~A$100m 1.8 Tcf1 Otway 2 exploration wells Mea
Slide 6: Project Portfolio
PROJECT PORTFOLIO For personal use only WA-527-P (100%) Bedout Sub-Basin Oil and gas exploration 349MMbbls* Best Estimate Prospective Resource We are strategically positioned adjacent to the under supplied east coast gas market and progressing towards our vision of becoming an east coast gas produce
Slide 7: Otway Basin: The Centre of East Coast Gas Exploration
Investor Presentation – June 2025 Left: Otway Basin exploration permits map Strategic investment interest OTWAY BASIN: For personal use only Entry and expansion of majors and NOCs THE CENTRE OF (e.g. ConocoPhillips Australia, KNOC1) and O.G Energy in the basin highlights growing EAST COAST GAS recog
Slide 8: Multi-Tcf Gas Portfolio in a Proven Basin
Investor Presentation – June 2025 All Clusters ꟷ Net TDO mean prospective resource (Bcf)1 ꟷ 1858 Bcf For personal use only 300 MULTI-TCF GAS 608 Whistler Point PORTFOLIO IN A Flanagan PROVEN BASIN B.A 165 Regia Seal Rocks Charlemont Cluster ꟷ Gross mean 298 prospective resource (PJ) 284 Charlemont 2
Slide 9: Otway Exploration Drilling Program (OEDP) joint venture
Investor Presentation – June 2025 The Otway Joint Venture with ConocoPhillips and KNOC strategically positions 3D Energi to share exploration risk, access world-class technical expertise, strengthen our financial and operational capacity, and enhances investor confidence through alignment with globa
Slide 10: Portfolio Deep Dive: From Core Clusters to Frontier Upside
For personal use only Investor Presentation – June 2025 PORTFOLIO DEEP DIVE: FROM CORE CLUSTERS TO FRONTIER UPSIDE 10 10
Slide 11: Portfolio Provides Optionality and Scalability
Investor Presentation – June 2025 Distance from existing infrastructure (km) 0 10 20 30 40 50 60 70 80 90 100 110 PORTFOLIO 0% For personal use only PROVIDES 10% OPTIONALITY AND 20% BRITISH SEAL ROCKS SCALABILITY 30% WHISTLER ADMIRAL Geological Chance of Success REGIA POINT Increasing cost of develo
Slide 12: OEDP Targets
Investor Presentation – June 2025 Waarre A 68% CoS Transocean Equinox rig OTWAY EXPLORATION For personal use only DRILLING PROGRAM (OEDP) TARGETS Targeting DHI-supported Essington-1 Well 1 Charlemont-1 Well 2 prospects with potential for commercialisation on Q3 CY2025 Phase 1 Q4 CY2025 Phase 1 succe
Slide 13: De-risking Through Modern Seismic and DHI Support
Investor Presentation – June 2025 Waarre C RMS amplitude map showing amplitude anomalies (red) WAARRE C Flat spot at Minerva Field1 for comparison DE-RISKING For personal use only THROUGH MODERN SEISMIC AND DHI SUPPORT WAARRE A ~3,924 km² of state-of-the-art 3D seismic underpins the portfolio. DHIs
Slide 14: Charlemont Cluster: Essington Prospect
Investor Presentation – June 2025 CHARLEMONT For personal use only CLUSTER: ESSINGTON Flat spot PROSPECT Phase 1 OEDP exploration target. Lies within a well-understood geological setting, just 5km west of Geographe Field. A strong seismic flat spot is observed in the Waarre A on reprocessed 3D seism
Slide 15: Charlemont Cluster: High-Graded Near-Term Exploration
Investor Presentation – June 2025 CHARLEMONT CLUSTER: For personal use only Waarre A RMS amplitude map HIGH GRADED, showing amplitude anomalies conforming NEAR-TERM with traps along the Charlemont Trend EXPLORATION The Charlemont Cluster, with seven amplitude-supported prospects, has been high-grade
Slide 16: Regia 3D Aims to Unlock Value in the North
Investor Presentation – June 2025 REGIA 3D For personal use only AIMS TO UNLOCK VALUE IN THE NORTH The Regia Cluster contains 13 emerging leads and prospects with a combined 1.4 Tcf mean prospective resource (gross)1. The Regia 3D seismic survey (planned >1000 km²) is undergoing environmental approv
Slide 17: High Impact Upside with Large Frontier Prospects
Investor Presentation – June 2025 HIGH IMPACT For personal use only UPSIDE WITH LARGE FRONTIER PROSPECTS Southern clusters like Flanagan (3 Tcf1 gross mean prospective resource), Whistler Point, British Admiral and Seal Rocks offer frontier scale upside. Southern clusters provide longer-term Whistle
Slide 18: Commercial Pathway on Success Case
For personal use only Investor Presentation – June 2025 COMMERCIAL PATHWAY ON ≤ 2 SUCCESS CASE OEDP Exploration wells Accelerating the Pathway to Monetisation TDO has elected to transfer its US$30M well carry from T/49P to VIC/P79, where it delivers the best commercial outcome. High-graded Low Risk
Slide 19: Investment Summary
INVESTMENT SUMMARY For personal use only Exposure to the Largest Prospective Gas Resource in the Otway Basin Cluster-Based Strategy Enables Scalable Development Hubs With 51 prospects and a 9.2 Tcf1 mean prospective resource (Gross), Prospects are grouped into six clusters, balancing infrastructure-
Slide 20: A Single Exploration Success Can Transform the Trajectory of a Small-Cap Explorer
For personal use only Investor Presentation – June 2025 A SINGLE EXPLORATION SUCCESS CAN TRANSFORM THE TRAJECTORY OF A SMALL-CAP EXPLORER 20 20
Slide 21: Contact
For personal use only Subscribe here to receive latest news and updates Noel Newell Executive Chairman info@3denergi.com.au +61 3 9650 9866 21 3D Energi Limited, Melbourne, VIC 3000, 3denergi.com.au