Elixir Energy Limited · ASX:EXR
Elixir Energy — Investor Presentation (November 2018)
13 slides from Elixir Energy's investor presentation, Nov 20, 2018
Slide 1: Leveraging Shareholders to Mega Projects
Leveraging Shareholders to Mega Projects For personal use only Exploring in Mongolia (CBM) and Alaska (Oil) November 2018 Investor Presentation
Slide 2: Elixir Investment Highlights
Elixir Investment Highlights For personal use only ➢ Key milestones and deliverables being met on two major projects: ✓ Mongolia – 7,000,000 net acres Nomgon IX CBM PSC (~30,000 km2) in major coal bearing sedimentary basin ✓ Alaska North Slope – 35,423 net acres on trend with major oil discoveries ➢
Slide 3: Mongolian – Nomgon IX CBM PSC
Mongolian – Nomgon IX CBM PSC For personal use only ➢ Exclusive option to acquire Golden Horde Limited (GOH) signed in October 2017 ➢ Consideration of 79 million Elixir shares ➢ CBM PSC signed in September 2018 ➢ First unconventional CBM PSC to be issued in Mongolia under new 2014 Petroleum Law Elix
Slide 4: Nomgon IX CBM PSC – Key Facts
Nomgon IX CBM PSC – Key Facts For personal use only World class producing thermal coal deposit within project area (South Gobi basin) Large 7 million acre project area – 100% ownership Nearby infrastructure with Rio Tinto’s OT mine China/Mongolia border ➢ Data from Tavan Tolgoi indicate gas contents
Slide 5: Independent Prospective Resource Report
Independent Prospective Resource Report For personal use only ➢ First independent prospective resource report completed by ERC Equipoise Pte Ltd (ERCE) ➢ Giant resource identified with Geological Risk likely to be significantly reduced following 2019 exploration programme (2D seismic and core hole d
Slide 6: Next Door to World's 3rd Largest Gas Market
Next Door to World’s 3rd Largest Gas Market For personal use only ➢ The Nomgon IX CBM PSC is located proximate to the Chinese Nomgon IX CBM PSC border ➢ China imports gas from every direction and seeks to continually diversify its sources of supply ➢ Mongolian CBM expected to be highly cost competit
Slide 7: Milestones
Nomgon IX CBM PSC Milestones For personal use only ➢ Milestones achieved in 2018: ✓ Final PSC terms negotiated and PSC awarded ✓ Field mapping completed and gravity and magnetics integrated ✓ Prospective resources report completed ✓ Environmental impact assessment (EIA) underway 2D Seismic 2019 Dril
Slide 8: Key Technical Components for CBM
Key Technical Components for CBM For personal use only Leveraging Australian CBM expertise in the Mongolian setting 8
Slide 9: Alaskan Acquisition – Project Peregrine
Alaskan Acquisition – Project Peregrine For personal use only ➢ EXR has acquired 100% working interest in 35,423 acres ➢ Acreage within the National Petroleum Reserve of Alaska (NPRA) and within 75kms of multi billion dollar investment by Conoco Phillips at its Willow oil discovery ➢ Consideration p
Slide 10: Elixir Petroleum Limited Capital Structure
Elixir Petroleum Limited (ASX:EXR) For personal use only Capital Structure (current) Capital Structure (post acquisition) Current (million) Current (million) Ordinary Shares (ASX:EXR) 295.8 Ordinary Shares (ASX:EXR) 374.8 Unlisted Options (ex 4.0 – 4.5 cents) 11.0 Proposed Listed Options Issue 74.0
Slide 11: Two Mega Projects of Magnitude and Scale
Two Mega Projects of Magnitude and Scale For personal use only Nomgon IX CBM PSC Project Peregrine (Gobi Desert Mongolia) (North Slope Alaska) ✓ Chinese gas market leverage ✓ Conventional oil leverage ✓ ~7,000,000 acres (~30,000km2) ✓ 35,423 acres (~140km2) ✓ 100% Working Interest ✓ 100% Working Int
Slide 12: Important Notice & Disclaimer
Important Notice & Disclaimer For personal use only This document has been prepared by Elixir Petroleum 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 provi
Slide 13: Contact Information
Contact Information For personal use only Dougal Ferguson Managing Director +61 (08) 9226 2111 dferguson@elixirpetroleum.com www.elixirpetroleum.com Neil Young Golden Horde Limited neil.young@goldenhorde.com.au 13
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