3d Energi Limited · ASX:TDO
3d Energi — Investor Presentation (April 2024)
20 slides from 3d Energi's investor presentation, Apr 2, 2024
Slide 1: Corporate Presentation April 2024
For personal use only 3D – The Emerging Gas Supply Solution to East Coast Australia CORPORATE PRESENTATION APRIL 2024 Mr Noel Newell Executive Chairman 3D Energi Limited (ASX: TDO) 1
Slide 2: Investment Value
3D – The Emerging Gas Supply Solution to East Coast Australia INVESTMENT VALUE 3D Energi continues to organically build shareholder value through our operations across Australia. For personal use only Outstanding Otway portfolio Project deliverability established Robust portfolio of near-field explo
Slide 3: We Are the Emerging Gas Supply Solution for East Coast Australia
3D – The Emerging Gas Supply Solution to East Coast Australia WA-527-P (100%) For personal use only Bedout Sub-Basin WE ARE THE EMERGING GAS SUPPLY SOLUTION FOR EAST COAST AUSTRALIA Noel Newell, Executive Chairman GSEL 759 (100%) Otway Basin VIC/P74 (100%) Gippsland Basin VIC/P79 (20%) & T/49P (20%)
Slide 4: 3D Energi Is Entering a Transformational Period for Shareholders
For personal use only 3D – The Emerging Gas Supply Solution to East Coast Australia 3D ENERGI IS ENTERING A TRANSFORMATIONAL PERIOD FOR SHAREHOLDERS Noel Newell, Executive Chairman 4
Slide 5: Our Goal Is to Prioritise Commercialisation of Any Otway Gas Discoveries
For personal use only 3D – The Emerging Gas Supply Solution to East Coast Australia OUR GOAL IS TO PRIORITISE THE COMMERCIALISATION OF ANY OTWAY GAS DISCOVERIES Noel Newell, Executive Chairman 5
Slide 6: Continue Reading for More Details
For personal use only 3D – The Emerging Gas Supply Solution to East Coast Australia CONTINUE READING FOR MORE DETAILS… 6
Slide 7: An Emerging Player in the East Coast Gas Market
3D – The Emerging Gas Supply Solution to East Coast Australia AN EMERGING PLAYER IN THE EAST COAST GAS MARKET We’ve changed our name to better reflect the dynamics of our energy mix. For personal use only 1 Our name has changed. 2 Our relevance has changed. 3 Our value has changed. OIL to EXPLORER t
Slide 8: Our Name Has Changed Because Our Energy Mix Is Evolving
3D – The Emerging Gas Supply Solution to East Coast Australia 1 OUR NAME HAS CHANGED BECAUSE OUR ENERGY MIX IS EVOLVING Our remit moving forward… Explore the diversification of our energy For personal use only mix in support of the energy transition • Underground gas storage exploration • New busine
Slide 9: Our Relevance Has Changed Because of Our Pathway Into the East Coast Gas Market
3D – The Emerging Gas Supply Solution to East Coast Australia 2 OUR RELEVANCE HAS CHANGED BECAUSE OF OUR PATHWAY INTO THE EAST COAST GAS MARKET For personal use only TRANSOCEAN EQUINOX 2025 2 ~ A$100M* CONTRACTED Phase 1 Drilling campaign Exploration wells Well carry 9 (1) One exploration well carry
Slide 10: Compelling Near-Field Exploration Targets
3D – The Emerging Gas Supply Solution to East Coast Australia 2 COMPELLING NEAR-FIELD EXPLORATION TARGETS The Otway Basin is one of the last places to find significant east coast gas reserves. For personal use only The Otway Basin represents a compelling exploration opportunity ▪ Proximal to east co
Slide 11: Our Timeline Towards Commercialisation
3D – The Emerging Gas Supply Solution to East Coast Australia 2 OUR TIMELINE TOWARDS COMMERCIALISATION The Joint Venture is rapidly progressing towards the drilling of 2 exploration wells. For personal use only Drill Planning Subsurface Evaluation Otway Portfolio 2 Exploration Wells +4 Exploration W
Slide 12: Drill Planning Update
3D – The Emerging Gas Supply Solution to East Coast Australia 2 DRILL PLANNING UPDATE 2025 exploration drilling program largely funded by Joint Venture partner ConocoPhillips Australia1. For personal use only PHASE 1 PHASE 2 Environmental Plan Exploration Exploration Rig contract Submission / EP Acc
Slide 13: Subsurface Evaluation Update: Monarch
3D – The Emerging Gas Supply Solution to East Coast Australia 2 SUBSURFACE EVALUATION UPDATE: MONARCH The La Bella Reprocessing Project has revealed new prospectivity at Monarch. For personal use only MONARCH PROSPECT VIC/P79 UPDATED TOTAL 316BCF 1 849BCF 1 Best Estimate Prospective Resource Best Es
Slide 14: High Success Rate Drilling with 3D Seismic in the Otway Basin
3D – The Emerging Gas Supply Solution to East Coast Australia 2 HIGH SUCCESS RATE DRILLING WITH 3D SEISMIC IN THE OTWAY BASIN The Otway Basin has an outstanding success rate drilling amplitude supported prospects. For personal use only 88% success rate drilling amplitude supported 6% 10 6% prospects
Slide 15: Our Value Has Changed Because We Have Executed Our Strategy
3D – The Emerging Gas Supply Solution to East Coast Australia 3 OUR VALUE HAS CHANGED BECAUSE WE HAVE EXECUTED OUR STRATEGY 3D Energi is progressing its work programs by attracting key joint venturers to realise value for shareholders. use only Traditional value lift pyramid for oil and gas companie
Slide 16: East Coast Gas Demand Is Strong
3D – The Emerging Gas Supply Solution to East Coast Australia 3 EAST COAST GAS DEMAND IS STRONG All evidence points to strong future demand for east coast gas. For personal use only ▪ AEMO forecasts a supply gap of 100PJ from the mid-2030s even with a significant diversion from LNG in the north. ▪ C
Slide 17: Gas Expected to Play Major Role in Global Net Zero Transition
3D – The Emerging Gas Supply Solution to East Coast Australia 3 GAS EXPECTED TO PLAY MAJOR ROLE IN THE GLOBAL NET ZERO TRANSITION Gas has a critical role to play in decarbonisation, both globally and in Australia, over the coming decades. New gas supply needed in all net zero pathways For personal u
Slide 18: Placing Our Prospective Resources in Context
3D – The Emerging Gas Supply Solution to East Coast Australia 3 PLACING OUR PROSPECTIVE RESOURCES IN CONTEXT 12 Tcf gross prospective resource have been identified in 3D Energi exploration permits across Bass Strait. For personal use only 3D Energi net share Otway 2022 Victorian gas consumption pros
Slide 19: Disclaimer
3D – The Emerging Gas Supply Solution to East Coast Australia DISCLAIMER This presentation contains certain statements which may constitute “forward-statements”. Such statements are only predictions and are subject to inherent risks and For personal use only uncertainties which could cause actual va
Slide 20: Contact Us
For personal use only 3D – The Emerging Gas Supply Solution to East Coast Australia CONTACT US Noel Newell Executive Chairman info@3denergi.com.au +61 3 9650 9866 Subscribe here to receive 3D Energi Limited │ Melbourne, VIC 3000 │ 3denergi.com.au │ ASX: TDO the latest news and updates 20