Beetaloo Energy Australia Limited · ASX:BTL
Beetaloo Energy Australia — SEAAOC Conference 2026
15 slides from Beetaloo Energy Australia's conference presentation, Sep 2, 2026
Slide 1: 2026 SEAAOC Presentation
2026 SEAAOC Presentation September 2026
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Beetaloo Energy Australia Limited (“Beetaloo” or the “Company”). The information in this presentation is information of a general nature and is subject to change without notice. The information in this presentation does not purport to be complete, no
Slide 3: Investment Overview
Investment Overview Beetaloo Energy is unlocking a world-class gas resource to supply domestic and international gas markets Substantial Gas Resource in Beetaloo Basin ~3 million ac 100% interest in ~3 million net effective Beetaloo acres containing >46 TCFe 2U resource and >1.6 TCF 2C resource with
Slide 4: Beetaloo Energy Value Catalysts
Beetaloo Energy Value Catalysts Strategic Vision Value Proposition Phase 1 Carpentaria Pilot Project ✓ 100%-owned acreage position across the Beetaloo Basin • Up to 25 TJ/d • Targeting first revenue in 2026 ✓ Simple royalty regime with High Net Revenue Interest of Key Near Term Catalysts ~85-90%1 vs
Slide 5: Corporate Snapshot
Corporate Snapshot Capital Structure (1 September 2026) BTL 12-Month Share Price & Volume (1 September 2026) Shares on Issue 1,507.2M Share Price A$0.255 Market Cap A$384.3M Debt1 A$18.5M Cash2 A$63.3M Enterprise Value A$339.5M Available Liquidity3 A$124.9M Top Shareholders Board of Directors Pangae
Slide 6: Infrastructure Pathway to Commercialisation
Infrastructure Pathway to Commercialisation Multiple delivery pathways connect Beetaloo gas to domestic markets and LNG facilities Carpentaria Gas Plant enables Beetaloo Energy to monetise appraisal gas from first production, capturing full upstream value Scale and position to supply both the domest
Slide 7: Significant & Growing Investment in the Beetaloo Basin
Significant & Growing Investment in the Beetaloo Basin >$1 billion committed to the Beetaloo Basin in the next ~18 months – with LNG major INPEX's entry providing strong external validation of commercial potential INPEX farm-in with Daly Waters Daly Waters Energy farm-in with EP161 Upcoming Activity
Slide 8: Beetaloo Energy's Two Focus Areas in the Basin
Beetaloo Energy’s Two Focus Areas in the Basin 5 TCF gas pilot ready Carpentaria Project with >20 TCF Western Beetaloo resource1 Focus Area 1: Carpentaria Project (EP187) (5 TCF pilot ready) targeting first production in Q4 2026 to supply the Northern Territory Government under a 10-year binding Gas
Slide 9: Western Beetaloo Seismic Program
Western Beetaloo Seismic Program Seismic lines oriented for future horizontal wells, focusing on the deepest area adjacent to key infrastructure Program Overview • In-fill 2D seismic and appraisal drilling focused across the Gas Discovery Area between Tarlee-S3 and Birdum Creek-1 • Targeting the sam
Slide 10: Territory Sands Investment – Supporting Local Industries
Territory Sands Investment – Supporting Local Industries Beetaloo Energy made a strategic $10 million investment to secure local frac sand supply which will materially reduce future well costs Strategic Rationale Key Investment Terms • Frac sand is one of the largest cost inputs in horizontal well •
Slide 11: Carpentaria Pilot Project
Carpentaria Pilot Project Beetaloo Energy is on track to deliver pilot gas sales from the Carpentaria Pilot Project in Q4 2026 with sales increasing to up to 25TJ/d in 2027 Production Wells ✓ Carpentaria-5H IP30 flow test delivered a peak rate of >14TJ/day and a 30-day average of 6.9TJ/day1, with a
Slide 12: Introducing Beetaloo Digital
Introducing Beetaloo Digital Beetaloo Digital is a transformational integrated data centre and power infrastructure opportunity in Weddell, Northern Territory powered by Beetaloo Energy’s gas Beetaloo Energy’s low CO2, large-scale gas resource holds the potential to supply reliable power for Beetalo
Slide 13: Beetaloo Energy's Role in Beetaloo Digital
Beetaloo Energy's Role in Beetaloo Digital Beetaloo Energy anchors the value chain as gas and land supplier. Beetaloo Digital is building a coalition of specialist partners to finance and deliver the midstream, power and data centre infrastructure Value Chain Upstream Midstream Pipeline Power Genera
Slide 14: MOUs with Halliburton and AGIG
MOUs with Halliburton and AGIG Beetaloo Energy has signed two non-binding MOUs, assembling specialist partners with capabilities across upstream gas, pipeline infrastructure and power generation for Beetaloo Digital Halliburton1 Australian Gas Infrastructure Group2 Non-binding MOU signed 30 July 202
Slide 15: Beetaloo
Beetaloo [ie iw Energy Australia