State Gas Ltd. · ASX:GAS
State Gas — Shareholder Meeting (November 2024)
9 slides from State Gas's shareholder meeting presentation, Nov 21, 2024
Slide 1: 2024 Annual General Meeting – Company Update
2024 Annual General Meeting – Company Update 21 November 2024 ASX:GAS
Slide 2: Disclaimer
Disclaimer This presentation (Presentation) has been prepared by State Gas Limited (ACN 617 322 488) (State Additional information about Contingent Resource Estimate Gas). The Presentation and information contained in it is being provided for information purposes only. To the extent the information
Slide 3: 1. Substantial natural gas assets in the right place
1. Substantial natural gas assets in the right place Estimated Contingent Resources* Net (PJ’s Net to State Gas) Year Asset Acreage (km2) 1C 2C 3C PL231 Reid’s Dome 84 192 660 (unconventional) 2017 181 PL231 Reid’s Dome 1.7 3.6 7.9 (conventional) ATP 2062 Rolleston-West 145 261 454 (unconventional)
Slide 4: 2. Diversified business model
2. Diversified business model HDNG fuel supplier and Substantial natural gas developer of new CSG portfolio located in right technology area • Increasing and substantial • 2630 km2 of combined acreage demand for lower emission • 534PJ^ of 2C resource, alternatives to diesel targeting the highly pros
Slide 5: 3. The HDNG Alternative Energy Solution
3. The HDNG Alternative Energy Solution HDNG supply chain controlled by State Gas and Sub-surface Surface infrastructure Downstream its partners VP Trailers – 0.3 to Industrial end user 0.5TJ per day application capacity Bandanna coal Rougemont 2/3 3km gathering 1.7TJ/day HDNG measures, Denison dual
Slide 6: 4. HDNG Production Assets
4. HDNG Production Assets Image: HDNG Production Facility – loading VP Image: Full VP road train configuration Trailer Image: Dehydrator package Image: Compressor package Image: VP Trailer being filled 6
Slide 7: 5. Rolleston West – A New Generation Gas Project
5. Rolleston West – A New Generation Gas Project • Intersected approximately 8 metres of net coal, with the thickest seams laterally continuous over many kilometres. The gas content of the coals is between 5 and 6 m3/tonne dry ash free. Gas is at or near pipeline quality • Early stage commercialisat
Slide 8: 6. State Gas Value Catalysts
6. State Gas Value Catalysts Rolleston West Infrastructure and PL Grant and initial project development Project FEED studies commences for Rolleston West Ramp up HDNG production and complete new vertical wells 1H25 2H25 1H26 2H26 1H27 and beyond Establish Maiden 2P reserve and increase HDNG producti
Slide 9: Questions and comments
Questions and comments 9