Australis Oil & Gas Ltd. · ASX:ATS
Australis Oil & Gas — Investor Presentation (October 2026)
13 slides from Australis Oil & Gas's investor presentation, Oct 14, 2026
Slide 1: ASX Announcement: Corporate Presentation October 2026
ASX Announcement 14 October 2026 For Immediate Release For personal use only Corporate Presentation October 2026 Please find attached to this document a copy of a minor update to corporate presentation released to the ASX in August 2026 that will be used by Australis Oil & Gas Limited for an institu
Slide 2: Corporate presentation October 2026
ASX: ATS r personal use only Corporate presentation October 2026
Slide 3: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation has been prepared by Australis Oil & Gas Limited ACN 609 262 937 (ASX: ATS) (Australis). r personal use only Summary of information: This presentation contains general and background information about Australis’ activities current as at the date of t
Slide 4: Corporate Overview
Corporate Overview An integral position in one of the last remaining high-quality, but undeveloped shale plays in the US r personal use only Australis holds ~48,700 net acres (end Sept 2026) in the Tuscaloosa Marine Shale (TMS) of which 40,800 is Held by Production (HBP) – 160 net future well loca
Slide 5: Brief History of the TMS
Brief History of the TMS Early activity delineated a TMS Core area with consistent high-quality results r personal use only TMS is a Cretaceous shallow marine deposition located on the shelf margin which is similar in age to the Eagle Ford Shale − Covers 20.4 million acres in central Louisiana/Mis
Slide 6: Why TMS Remains an Undeveloped Tier Shale Basin
Why TMS Remains an Undeveloped Tier 1 Shale Basin Activity halted in 2015 with precipitous oil price drop and remained suppressed during pandemic and subsequent industry shift to low-growth models r personal use only TMS activity plummets after oil price collapse Oil price drop from ~ $100/bbl in
Slide 7: Performance Trajectories in Established Major Shale Basins
Performance Trajectories in Established Major Shale Basins Avg 26% uplift in 2014-2021 led by technology followed by decline due to Tier 1 inventory consumption Impact of Technology vs Inventory 12 Month Average BOE/1,000’ (15:1), Top 3 Public Drillers in major oil basins r personal use only Gas (15
Slide 8: TMS Core Wells Outperform Major Shale Basins
TMS Core Wells Outperform Major Shale Basins 2014 vintage TMS performance vs established major shale basins 12 Month Average BOE/1,000’ (15:1), Major basins vs 2014 TMS r personal use only TMS Core Well performance 2014 TMS Gas (15:1) 2014 2021 2024 Average of all TMS Core wells competed with majo
Slide 9: Background to Australis
Background to Australis A quick recap on the Company and its history 2026 r personal use only Corporate Timeline 2024 2022 2020 2016 2018 2006 2014 Nov 25 – Jul 26 – First Transactions Carried well announced approved Between In 2018 & 2021 – 2024 2014 - ATS and planned With previous 2016-2018, 2019
Slide 10: Transaction Summaries
Transaction Summaries TMS transactions achieve strategic objectives Australis has announced two separate but strategically-linked transactions1 each dealing one of the two components of the Australis TMS asset, the existing producing wellbores and the undeveloped acreage. r personal use only Develop
Slide 11: Development Status – October 2026
Development Status – October 2026 Australis moving forward with the drilling and completion of the first carried well r personal use only Three new TMS wells have been permitted, each with 10,000 ft laterals, as shown on the map Our Development Partner has approved the first carried well – Wills
Slide 12: Next Steps/Looking Forward
Next Steps/Looking Forward Australis remains a key participant in the future development of the TMS r personal use only Together with a committed and capable Development Partner, Australis is again preparing to kickstart TMS development activity by drilling the first wells since 2022 Farmin obli
Slide 13: Notes
Notes r personal use only A. Estimates from the independent Ryder Scott report, effective 31 December 2025 and dated 29 January 2026, which was initially disclosed in the announcement titled “Quarterly Activities and Annual Reserve Report’ issued on 30 January 2026 The report was prepared in accorda
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