Jade Gas Holdings Limited · ASX:JGH
Jade Gas — Investor Presentation (October 2025)
18 slides from Jade Gas's investor presentation, Oct 8, 2025
Slide 1: Near term high margin gas producer
For personal use only Near term high margin gas producer ASX.JGH Corporate Presentation October 2025
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Jade Gas Holdings Limited (“Jade” or the “Company”), with the purpose of providing general information about the Company. This presentation contains certain statements which may constitute “forward-looking statements”. Such statements are only predic
Slide 3: Introduction - Why Jade?
Introduction - Why Jade ? For personal use only Near term high margin gas opportunity Initial commercial gas flows expected in Q4, CY25 Potential for very high margin and significant gas operation given location and energy costs Initial off-take agreement executed with current pricing over US$20/GJ
Slide 4: Corporate Overview
Corporate Overview For personal use only Board of Directors $0.046 1,687M Joseph Burke Executive Director ASX:JGH Share Price Shares on Issue Dan Eddington Non-Executive Director as at 30 September 2025 Dr. Ian Wang Non-Executive Director Uyanga Munkhkhuyag Non-Executive Director Cash and cash avail
Slide 5: Project Overview
Project Overview Near term high margin For personal use only gas producer ● Jade has delineated a CBM gas resource over a 40km strike in the South Gobi region of Mongolia ● First two production wells close to commercial gas flows Shiveee Gobi ● Initial off-take contract signed for minimum 20% of vol
Slide 6: Overview: Exploration & Appraisal to Date
Overview: Exploration & Appraisal to Date Highly Successful Drilling Results For personal use only Over 40km long >29 wells drilled Shallow resource Thick gassy seams gas field to date with 90% <1000m ideal for intersected with opportunity has success with well low-cost high gas content been establi
Slide 7: Gas Flowing and Preparing for Initial Production
Gas Flowing and Preparing for Initial Production Successfully drilled and completed Mongolia's first horizontal CBM production wells * For personal use only RL-Hz-002 RL-Hz-001 TOTAL Length (mMD) 1,567m 1,507 3.074m Lateral Section (m) 711m 902m 1,613m Coal Intersected (m) 699m 802m 1,501m Net Coal
Slide 8: Gas Flowing and Preparing for Initial Production
Gas Flowing and Preparing for Initial Production Gas production increasing Continuous flow leading to commercial rates For personal use only m3 water m3 gas/d m3 JUN JUL AUG SEP Total Gas Produced 0.0 0.0 7,969 33,142 Water Production Average Daily Gas 0.0 0.0 318.8 1,104.7 Water Production 451.8 1,
Slide 9: Near-Term Revenue Potential
Near-Term Revenue Potential Visible and nearby customer markets underpin a commercial business model For personal use only PRIMARY CUSTOMER MARKET SECONDARY MARKETS Jade intends to initially pursue Advantages of targeting LNG/CNG markets: Nearby mining Operations LNG & CNG the LNG and CNG customer •
Slide 10: Initial LNG Sales Agreement in place
Initial LNG Sales Agreement in place Foundation LNG off-take agreement signed with Mongolia’s largest retailer of LNG* For personal use only • Buyer is UB Metan LLC • Initial term of 5 years possibility to extend • Significant shareholder in Jade since inception • Currently importing LNG from Russia
Slide 11: Value Accretive Milestones
Value Accretive Milestones Modular execution strategy to reduce capex, limit dilution and maximise shareholder returns For personal use only KEY MILESTONES Value Accretive Milestones in Progress DELIVERED Multiple Successful Drilling Confirm commercial Corporate initiatives: First Gas Sale / Funding
Slide 12: Summary
Summary For personal use only Near term high margin gas opportunity Initial commercial gas flows expected in Q4, CY25 Potential for very high margin and significant gas operation given location and energy costs Initial off-take agreement executed with current pricing over US$20/GJ Value accretive mi
Slide 13: Appendix
For personal use only APPENDIX
Slide 14: Jade Projects
Jade Projects For personal use only TTCBM BARUUN NARAN SHIVEE GOBI EASTERN GOBI Red Lake Gasfield (Flagship) Project/s BNG - - Vista | Brownhill Ownership 60% 66% 100% 100% Mongolia Mining JV Partner Erdenes Mongol LLC n/a n/a Corporation HK Contract Production Sharing Agreement Prospecting Agreemen
Slide 15: Results to Date
Results to Date For personal use only Targeting three coal seams BARUUN NARAN TTCBM of interest – IV, III and 0 BNG BROWNHILL VISTA RED LAKE Coal Age Permian Permian Permian Permian Coal Thickness 65 - 131m 53 - 68m 31 - 102m 54 - 193m Gassy Intersection 19 - 105m 33 - 42m 40 - 61m 11 - 128m Average
Slide 16: Mongolia Needs A New Domestic Energy Industry
Mongolia Needs A New Domestic Energy Industry For personal use only Mongolia is a net importer of energy with heavy reliance on China and Russia Gas is critical to combat GHG Emissions driven by Energy and Agriculture sector demand Energy ▪ Mongolia is an Energy Importer, with electricity largely im
Slide 17: Key Investment Themes – LNG & Asia
Key Investment Themes – LNG & Asia For personal use only Growing importance of LNG to meet future demand • LNG recognised as the critical solution to meet the growing energy demands of the world • Industry and Investors are scrambling to take equity position in large scale LNG opportunities for futu
Slide 18: Jadegas.com.au
For personal use only Jadegas.com.au Jade Gas Holdings Limited asx.JGH ACN 062 879 583 Level 1, 66 Rundle Street KENT TOWN SA 5067 Australia Chris Whiteman Joe Burke Elvis Jurcevic Chief Executive Officer (Interim) Executive Director Investor Relations cwhiteman@jadegas.com.au jburke@jadegas.com.au
Jade Gas Holdings — Investor Presentation (October 2025) on 6ix