Gold Hydrogen Ltd. · ASX:GHY
Gold Hydrogen — Noosa Mining Conference 2024
26 slides from Gold Hydrogen's conference presentation, Nov 14, 2024
Slide 1: Committed to Developing Naturally Occurring Hydrogen and Helium in Australia
For personal use only Committed to Developing Naturally Occurring Committed Hydrogen Naturally to Developing and Helium in Australia Occurring Hydrogen and Helium in Australia 1
Slide 2: Important Notice & Disclaimer
Important Notice & Disclaimer This presentation is not a prospectus, disclosure document or offering document under Australian law or under any other law. This presentation contains “forward looking statements” concerning the financial condition, results of operations and business It is for informat
Slide 3: Executive Summary – Natural Hydrogen and Helium
Executive Summary – Natural Hydrogen and Helium Title over certified Prospective Engagements to date with leading For personal use only Resources global experts and contractors 1.3 billion kg of natural Hydrogen1 CSIRO, Schlumberger, Total Seismic, 41 Bcf of Helium1 Xcalibur, Savanna Energy Services
Slide 4: Hydrogen and Helium to date in PEL687
Hydrogen and Helium to date in PEL687 Extensive regional play across 7,400 km2 permit area For personal use only Extracted from fluid inclusions in 35 of 46 rock chips from historical wells Extracted from fluid 2023-2024 2023-2024 95.8% H2 73% H2 inclusions in 29 of 46 rock 17.5% He 36.9% He chips f
Slide 5: Industry Overview
For personal use only Industry Overview
Slide 6: Global Hydrogen Forecast
Global Hydrogen Forecast Substantial investment laying the foundation for Hydrogen use For personal use only Source: Frost & Sullivan Report - Page 29 of Gold Hydrogen Prospectus Source: International Energy Agency, Oct-2021 1. Other includes buildings, agriculture and refineries goldhydrogen.com.au
Slide 7: Types of Hydrogen Production
Types of Hydrogen Production Today, ~95% of all hydrogen produced is from natural gas Naturally occurring Hydrogen offers significant cost and / or carbon advantages relative to other Hydrogen production (manufacturing) processes For personal use only Gold Hydrogen is exploring for ‘gold’ or ‘white’
Slide 8: Key Drivers for Helium
Key Drivers for Helium The global wholesale helium market is expected to grow from an estimated For personal use only US$5bn in 2023 to over US$8bn in 1 Up to 36.9%2 2030 There are commercial global gas projects with Indicatively pricing is currently approximately significantly lower helium concentr
Slide 9: Results
For personal use only Results
Slide 10: Key Success Factors Exploration
Key Success Factors Exploration Ramsay Project ticks the boxes in respect of the key attributes for the formation and accumulation of Natural Hydrogen and Helium For personal use only Key Success Factor Results of Exploration Activities The presence of Natural Hydrogen at up to 95.8% purity Via hydr
Slide 11: Gold Hydrogen Prospective Resources (Using PRMS guidelines)
Gold Hydrogen Prospective Resources (Using PRMS guidelines) Certified Prospective Hydrogen Resources, existing occurrences and Certified Prospective Helium Resources, Ramsay Field drill ready hydrogen prospects (calculated volume not determined) (PEL 687 Yorke Peninsula) For personal use only Unrisk
Slide 12: Well Testing Program – Objectives
Well Testing Program – Objectives Primary Objective – Obtain gas samples for international analysis Achieved For personal use only Secondary Objective – Extract gases to surface, including in formation fluid Achieved Conduct both open hole (R1) and isolated zone (R2) testing Achieved Analyse samples
Slide 13: Exploration Well Testing Program – Sample Purity Results
Exploration Well Testing Program – Sample Purity Results • Gas successfully flowed to surface, numerous zones identified, and samples taken for For personal use only analysis. • Air-corrected hydrogen result of 95.8% confirmed for Ramsay 2 well at a depth of 531m. Refer ASX release of 27 May 2024 fo
Slide 14: Stage Well Testing – Ramsay Hydrogen Concentrations Over Time
Stage 2 Well Testing – Ramsay 2 Hydrogen Concentrations Over Time Stage 2 well testing at depth 200m to 350m (zones 7 & 8) showed Hydrogen concentrations increased over time as the well was dewatered (refer ASX release of 2 August 2024) For personal use only Note: gas samples from the annulus at the
Slide 15: Stage Well Testing – Ramsay Helium Concentrations Over Time
Stage 2 Well Testing – Ramsay 1 Helium Concentrations Over Time Stage 2 well testing of the open Helium zone in Ramsay 1 showed Helium concentrations increased over time as the well was dewatered (refer ASX release of 17 October 2024) For personal use only Results measured at the gas separator; air
Slide 16: Exploration Well Testing Program – Isotopic Analysis Results
Exploration Well Testing Program – Isotopic Analysis Results • Helium-3 detected by independent international laboratory testing of Ramsay Helium samples. For personal use only • Levels of Helium-3 have been confirmed up to the magnitude of 901 ppt (atmospheric Helium-3 is 7.2 ppt). • The isotopic a
Slide 17: Next Steps
For personal use only Next Steps
Slide 18: Key Success Factors Exploration & Appraisal – Work Program Next Steps
Key Success Factors Exploration & Appraisal – Work Program Next Steps Further appraisal activities are focused on establishing the commerciality of the Ramsay Project For personal use only Key Success Factor Results from exploration activities since IPO Establish sustained flow rate to surface Explo
Slide 19: Key Team
For personal use only Key Team
Slide 20: Key Management
Key Management For personal use only Neil McDonald Josh Whitcombe Frank Glass Billy Hadi Subrata Julien Bourdet Founder & Managing Director Chief Operating Officer Chief Exploration Adviser Chief Technical Officer Geological Advisor Neil McDonald, with over 20 years Dr. Josh Whitcombe, a Chartered F
Slide 21: Board of Directors
Board of Directors For personal use only Neil McDonald Alexander Downer Katherine Barnet Roger Cressey Founder & Managing Director Independent Independent Executive Director Non-Executive Chair Non-Executive Director Commercial Operations Neil McDonald, with over 20 Alexander Downer, a prominent Kat
Slide 22: Technical Tables
For personal use only Technical Tables
Slide 23: Technical Tables – ASX Listing Rule 5.30
Technical Tables – ASX Listing Rule 5.30 (Refer also ASX Release of 30 October 2024) For personal use only
Slide 24: Technical Tables – ASX Listing Rule 5.30
Technical Tables – ASX Listing Rule 5.30 For personal use only
Slide 25: Technical Tables – ASX Listing Rule 5.30
Technical Tables – ASX Listing Rule 5.30 For personal use only
Slide 26: For personal use only
For personal use only Neil McDonald Roger Cressey Karl Schlobohm Managing Director Executive Director CFO / Company Secretary nmcdonald@goldhydrogen.com.au rcressey@goldhydrogen.com.au kschlobohm@goldhydrogen.com.au + 61 7 3521 8038 + 61 7 3521 8038 + 61 7 3521 8038 Gold Hydrogen Limited | GPO Box 8