Kinetiko Energy Ltd. · ASX:KKO
Kinetiko Energy — Investor Presentation (November 2018)
15 slides from Kinetiko Energy's investor presentation, Nov 19, 2018
Slide 1: Unlocking Clean Energy – South African Onshore Gas
For personal use only ASX : KKO www.kinetiko.com.au UNLOCKING CLEAN ENERGY November 2018 SOUTH AFRICAN ONSHORE GAS
Slide 2: Amersfoort Gas Project - Strategic strengths
South African onshore gas project Amersfoort Gas Project - Strategic strengths For personal use only • Project location is 200km south east of Johannesburg • 1,486km2 Government granted Exploration Rights – Amersfoort Project • 6,682km2 Exploration tenure under application • Large scale potential ~
Slide 3: Corporate Structure
Corporate Structure For personal use only Developing Amersfoort Project Capital structure Existing Full Subscription* Existing Shares 284,958,168 284,958,168 • KKO currently undertaking a $1.42m rights issues @ $0.02/share as part of the Shares under the Offer - 71,239,542 company’s bid to be reinst
Slide 4: Independent Certified Resources
Amersfoort – Independent Certified Resources • P50 Contingent Resource of 1.5 Tcf* For personal use only • Gas Initially In Place (GIIP) 2.4 Tcf* • Significant resource potential within conventional sandstone reservoirs adjacent to the coals • Recent flow rate testing equipment (comprehensive review
Slide 5: Location and existing infrastructure
Location and existing infrastructure • Located at the center of South Africa’s power generation, For personal use only mining and transport infrastructure • Close to major population centers of Johannesburg and Pretoria • Over 10 power stations are located within a 300km radius of Amersfoort Project
Slide 6: Proven Geology Yielding Gas
Amersfoort – Proven Geology Yielding Gas For personal use only Gas in both coal and adjacent sandstone • 20 exploration core holes have established gassy zones and consistent geology • Coal seams between 1m to 4m thick • No hydraulic fracturing required • Significant gas potential at shallow depth r
Slide 7: Exploration Success
Amersfoort Exploration Success Expanding gas field through exploration and technical knowledge - For personal use only Exploration Rights ER 38 and ER 56 • Comprised of 2 Exploration Rights fully approved and issued by the South African regulators • 1,401km2 with consistent geology • 20 exploration
Slide 8: Recent Exploration ER56 - Independent Testing Confirmation
Recent Exploration ER56 - Independent Testing Confirmation World leaders in the design and provision of process control and pumping systems For personal use only Endress & Hauser AG and Franklin Electric Co. Inc have teamed up to provide an innovative pumping, separation and control package that h
Slide 9: Geology and Potential for Production
Amersfoort – Geology and Potential for Production Geological understanding = fast development = potential production For personal use only • 145km2 hi res aeromagnetic flown in April 2014. • Major geological definition upgrade achieved. • Has achieved priority targeting of wells and field potential
Slide 10: Next stage exploration
Amersfoort – Next stage exploration High resolution aeromagnetic survey For personal use only • Proposed for ER 38 and ER 56 of the Amersfoort Project - Approximately 11,500 line Km • The previous aeromagnetic survey of 3,555 line kilometres on ER56 provided critical and detailed geological informat
Slide 11: Project economics
Amersfoort project economics Shallow depth gas = low cost = strong economics For personal use only • Drilling and well construction are shallow and inexpensive Dolerite sills - • Cost per gas production well approximately $480,000 – fully engineered sometimes multiple. • High quality gas with greate
Slide 12: South African gas market
South African gas market Growing demand for gas and limited supply = high price For personal use only • South African gas from Mozambique pipeline ~ 212MGJ PA • All this gas is used by the Sasol at the Secunda gas refinery - very little supply to domestic market • Gas price is in the top global quar
Slide 13: ASX peer comparison
ASX peer comparison For personal use only Company Market Cap AUD $M 7th Nov 18 $8.1m* $47.0m $17.9m Gross Tenure km 2 8,168km ~8,300km 1,011km Location South Africa Botswana Zimbabwe Gross Prospective GIP (Tcf) 3.5 8.6 3.8 Gross 2C Resource (Tcf) 1.5 0.2 - Gross 2P Reserve (Tcf) - 0.04 - Source: Com
Slide 14: Summary
Summary For personal use only • Funding to continue immediate exploration • Government supportive of gas • High gas demand and pricing • Gas flowing from all drilled wells • Strong project economics • Low impact on people, property and the environment • Low well completion, production and operating
Slide 15: Disclaimer
Disclaimer For personal use only • This document should be read in conjunction with any other available information on Kinetiko Energy Ltd. • This document is a summary only and does not include all information about the Company’s assets and liabilities, financial position and performance, profits a
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