D3 Energy Limited · ASX:D3E
D3 Energy — Noosa Mining Investor Conference (November 2025)
22 slides from D3 Energy's conference presentation, Nov 13, 2025
Slide 1: Noosa Mining Investor Conference
Noosa Mining Investor Conference Peppers Noosa Resort (ASX:D3E) & (OTCQX:DNRGF) David Casey – Managing Director & CEO 13th November 2025 d3energy.com.au
Slide 2: Disclaimer
Disclaimer This document provides summary information about D3 Energy Limited (ACN 649 276 808) (D3 Energy or the Company) current as at the date of this presentation. This document has been prepared for information purposes only This document is not, and should not be considered as, an offer or an
Slide 3: Who is D3 Energy?
Who is D3 Energy? d3energy.com.au | 3
Slide 4: The Company - Corporate Snapshot
The Company - Corporate Snapshot (ASX:D3E) & (OTCQX:DNRGF) Major Shareholders (as of 11h Nov 2025) 120.8m $0.41.5 Shares on issue Share price (@ 11 Nov 2025) $50.1m $4.1m Market Cap Cash (30 Sept 2025) Enterprise Value (EV) $46.0m • Listed ASX 13th May 2024 • Listed OTC 5th Nov 2024 • Helium and nat
Slide 5: So, what is Helium and what's it used for?
So, what is Helium and what’s it used for? d3energy.com.au | 5
Slide 6: Helium – What's it used for?
Helium – What’s it used for? Source: Akap Energy (Feb 2024) Helium is a critical resource for the 21st Century d3energy.com.au | 6
Slide 7: Global Helium supply and demand
Global Helium supply and demand 4th July 2025 7th July 2025 Current and Projected Helium Demand Source: Akap Energy (Feb 2024) • Current demand growth of around 5-6% and likely to double by 2035 • Total market expected to grow from 6.5BCF to just over 8BCF in 2030 Helium is critical for our hi-tech
Slide 8: South African Assets
South African Assets d3energy.com.au | 8
Slide 9: South African Assets – Free State
South African Assets – Free State • Five permit areas totalling 395,890 acres in the Free State South Africa • A unique geological history 2 billion years in the making has created a truly exceptional opportunity • The end result is a world class helium and biogenic methane province with evidence of
Slide 10: There's Unique and then there's…
There’s Unique and then there’s… • The worlds largest (300km wide) and oldest meteor impact 2 billion years ago created the Vredefort Crater in the northern Free State, and concentrated uranium already prevalent in the magmatic rich rocks in this region into certain impact structures • Radioactive d
Slide 11: Exploration Right (ER315)
Exploration Right 315 (ER315) d3energy.com.au | 11
Slide 12: ER315 – Excellent initial results
ER315 – Excellent initial results • Measured helium concentrations of 4.7% to 6.2% confirm world class potential – helium concentrations of less than 1% commercial elsewhere • Well’s free flow gas to surface – negligible pressure, no produced water, no downhole equipment…NO ISSUES! • Legacy borehole
Slide 13: ER315 – Flow test results
ER315 – Flow test results • Excellent flow rates measured in new and legacy gold exploration boreholes • Peak gas rate for RBD10 of 310msfcd • Measured permeability and interference between wells in all tests indicates very good reservoir quality and connectivity • Legacy boreholes that have been fl
Slide 14: ER315 – The Enigma that is a Conundrum that is…
ER315 – The Enigma that is a Conundrum that is… RBD10 Production Testing • Retesting confirms the truly UNIQUE characteristics of this reservoir • RBD03 & RBD10 measured an incredible 32% & 38% respective increase in flow rate August 2025 after retesting following a 12-month shut in August 2024 • Hi
Slide 15: ER315 – Maiden Reserve Certification
ER315 – Maiden Reserve Certification • Reserves ONLY for Production Right application (PRA) area • PRA is less than 9% of total area of all permits and reserve area is significantly smaller again • Does not take into account the Ventersberg Fault or any additional faults in between where gas is curr
Slide 16: Low cost – high return wells
Low cost – high return wells • High helium concentrations at current gas rates = high potential well profitability • Methane is a valuable commodity in its own right in energy starved South Africa • Wellhead (no processing) payback periods of months not years! Bloemskraal 100msfd (4.4% helium) wellh
Slide 17: South Australian Assets
South Australian Assets d3energy.com.au | 17
Slide 18: Australian Assets – "Conventional" Helium & Hydrogen
Australian Assets – “Conventional” Helium & Hydrogen Arckaringa Basin – PEL 121 & 122 (5,865 km2 /1,450,000 acres) Source • World’s largest Uranium deposit at Olympic Dam “next door” • Mapped basement faults are ideal for serpentinization and hydrogen production Reservoir • Heavitree Sandstone is an
Slide 19: PEL121 – Drill Ready Prospect
PEL121 – Drill Ready Prospect Hydrohelix-1 • Analogous Mt Kitty-1 measured 9% Helium and 11% Hydrogen • Previous wells in Arckaringa have NOT drilled below salt • To date 2 prospects and 9 leads have been identified on available seismic data Hydrohelix - Line 85-XQC The Hydrohelix (HL) prospect shar
Slide 20: Catalysts…
Catalysts… d3energy.com.au | 20
Slide 21: The next 12 months?
The next 12 months? • Submission and acceptance of Production Right application (PRA) • Prospective Resource for PEL 121 - Hydrohelix Prospect • Granting of Strategic Integrated Project (SIP) status • Contingent Resource upgrade to incorporate ER386 • Potential JV partner for PEL 121 & 122 • Gas sal
Slide 22: THANK YOU…
THANK YOU… d3energy.com.au Tel: +61 2 8072 1400 Email: admin@d3energy.com.au Web: www.d3energy.com.au
D3 Energy — Noosa Mining Investor Conference (November 2025) on 6ix