Greenvale Energy Limited · ASX:GRV
Greenvale Energy — Resources Rising Stars Summer Series 2023
17 slides from Greenvale Energy's conference presentation, Nov 14, 2023
Slide 1: ASX Announcement: Investor Presentation - Resources Rising Stars
ASX ANNOUNCEMENT 14 November 2023 INVESTOR PRESENTATION-RESOURCES RISING STARS Greenvale Energy Ltd (ASX: GRV) (‘GRV’, ‘Greenvale’ or ‘the Company’) is pleased to advise that Director and Chief Executive Officer, Mark Turner, will be presenting at the Resources Rising Stars Investor Series, which is
Slide 2: Transformational growth in rare, high-value commodities for Australia's future
For personal use only ASX: GRV Transformational growth in rare, high-value commodities for Australia’s future High-value bitumen and helium assets with a rapid development pathway Resource Rising Stars Summer Series, 14 & 16 November 2023 | Mark Turner, CEO 1
Slide 3: Important Information
Important Information DISCLAIMER expressions. This document and all other information (whether in writing or otherwise) which may be made available, or part thereof The forward-looking statements in this presentation are based on current expectations, estimates, forecasts and For personal use only d
Slide 4: GRV: Corporate Summary
GRV: Corporate Summary CAPITAL STRUCTURE BOARD & MANAGEMENT For personal use only Neil Biddle Mark Turner Non-Executive Chairman Executive Director 433M 28M Geologist with +35 years’ experience in Engineer with +25 years’ experience in exploration and mining. Founding the energy sector and a proven
Slide 5: Greenvale Energy – Our Value Proposition
Greenvale Energy – Our Value Proposition HIGH-QUALITY ASSETS WITH A CLEAR DEVELOPMENT PATHWAY For personal use only ALPHA HIGH-GRADE QLD TORBANITE HELIUM & GEOTHERMAL PROJECT HYDROGEN PROJECT PROJECT High-grade Untapped renewable bituminous shale Central energy opportunity Australia SEALED ROADS SUS
Slide 6: Alpha Torbanite Project
Alpha Torbanite Project UNIQUE, HIGH-VALUE PROJECT GEARED TO AUSTRALIA’S BURGEONING INFRASTRUCTURE NEEDS On the road to developing For personal use only Australia’s only Rare, high-value torbanite deposit located in domestic source of central Queensland, 500km west of bitumen… Rockhampton • One of o
Slide 7: Alpha: High-Grade, High-Value
Alpha: High-Grade, High-Value ON THE PATHWAY TO DEVELOPMENT For personal use only • Updated Inferred Mineral Resource Estimate of 28Mt from the previous 18.6Mt of torbanite and cannelite. • 27.7 million barrels of synthetic oil equivalent 28Mt Inferred Resource of Torbanite & Cannel Coal • Ultra hig
Slide 8: Alpha: Key Upcoming Catalysts
Alpha: Key Upcoming Catalysts POISED FOR A PERIOD OF INTENSIVE NEWS-FLOW • Test Program 4 Liquefaction Results to establish a For personal use only definitive processing pathway • Certified product from Technix • Pre-Feasibility Study • Customer engagement High-quality partners: Technical Consultant
Slide 9: An Exciting, High-Value Growth Market
An Exciting, High-Value Growth Market BITUMEN IMPORTATION FEEDS CRITICAL INFRASTRUCTURE, WITH A HEAVY RELIANCE ON CHINA For personal use only Australian Bitumen Imports Australian Bitumen Demand C170 Bitumen Price Index by Country of Origin by Volume (‘000t) (A$/tn) ↑21% Increase in average monthly
Slide 10: West Walker Project
West Walker Project HIGH-GRADE HELIUM AND HYDROGEN OPPORTUNITY IN CENTRAL AUSTRALIA For personal use only Farm-in agreement with Mosman Oil & Gas to acquire a 75% interest in EP145 in the Amadeus Basin • Amadeus Basin has some of the highest concentrations of helium globally, as well as confirmed hy
Slide 11: West Walker Project
West Walker Project PROVEN HELIUM AND HYDROGEN POTENTIAL, CLOSE TO EAST COAST GAS MARKETS • Mosman Oil & Gas reported a Prospective Resource Estimate for EP 145 in October 2022: For personal use only • “Best Estimate” of 440Bcf Total Gas, including 26.4Bcf helium and 26.4Bcf hydrogen • Dataset is ve
Slide 12: West Walker Project
West Walker Project NEXT STEPS – RAPID PATHWAY TO UNLOCK VALUE For personal use only • Acquisition of 2D seismic data • Interpretation of seismic results to support planning for an initial drilling program • Drilling “sweet-spot” identified in EP145 which could test all targets – helium, hydrogen an
Slide 13: Helium: Surging Price and Fast-Growing Market
Helium: Surging Price and Fast-Growing Market A HIGH-VALUE COMMODITY WHICH IS EXPERIENCING EXPONENTIAL PRICE GROWTH For personal use only Historical price of bulk liquid helium US$/thousand standard cubic feet (Mscf) Long-term contract bulk liquid helium pricing US$450/Mscf March 2023 Source: Kornbl
Slide 14: Helium: Essential to A High-Technology World
Helium: Essential to A High-Technology World THE HELIUM MARKET IS GROWING RAPIDLY AS TECHNOLOGY AND ARTIFICIAL INTELLIGENCE EVOLVES For personal use only Estimated Global Helium Market Actual US$ billions Forecast MRI Semiconductors Welding 22% Market Share 19% Market Share 12% Market Share Demand t
Slide 15: Helium, Hydrogen, Natural Gas
Helium, Hydrogen, Natural Gas HIGH-VALUE COMMODITIES WITH OUTSTANDING MARKET FUNDAMENTALS For personal use only Helium Natural Hydrogen (Gold Hydrogen) Natural Gas • Lowest cooling temperature of any element – • Alternative, clean, carbon-free fuel • As Australia transforms to meet Net Zero invaluab
Slide 16: Geothermal Opportunity
Geothermal Opportunity UNTAPPED RENEWABLE ENERGY OPPORTUNITIES IN QUEENSLAND For personal use only Major Government investment to deliver on renewable targets • 2023-24 State Budget committed Limitless Flexible and $19B over four years to deliver more potential uses controllable energy renewable ene
Slide 17: Key Investment Takeaways
Key Investment Takeaways A modern resources company with assets that look beyond traditional MULTIPLE VALUE-CREATION PATHWAYS hydrocarbons. For personal use only A unique growth opportunity in rare, critical, high-value commodities Alpha Torbanite Project advancing towards commercialisation Id
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