3d Energi Limited · ASX:TDO
3d Energi — Investor Presentation (July 2025)
27 slides from 3d Energi's investor presentation, Jul 4, 2025
Slide 1: Investor Presentation July 2025
For personal use only INVESTOR PRESENTATION JULY 2025 Mr Noel Newell Executive Chairman 1 3D Energi Limited (ASX: TDO)
Slide 2: Disclaimer
DISCLAIMER This presentation contains certain statements which may constitute “forward-looking statements”. Forward-looking statements are only predictions and are subject to inherent risks and uncertainties which could cause actual values, results, performance or achievements to differ materially f
Slide 3: Investment Opportunity
High-Impact Drilling Program in For personal use only 2025 Multi-well offshore exploration campaign targeting low-risk, seismic supported traps Strategic Position in a Supply Constrained Market Poised to deliver into Victoria’s tightening INVESTMENT gas market as legacy fields decline OPPORTUNITY Pr
Slide 4: 3D Energi Is Positioned to Succeed
High-Impact Drilling Program in Robust Prospect Portfolio For personal use only 2025 51 mapped prospects supported by 3D Multi-well offshore exploration campaign seismic — ranked by scale, maturity, and targeting low-risk, seismic supported traps development potential Strategic Position in a Supply
Slide 5: Company Overview
COMPANY OVERVIEW For personal use only Shares on Issue Share Price Market Cap Top 20 Shareholders Market 333.4m 13.5¢ 1 July 2025 45.01m 52.5% 0.15 3 Cash Balance Debt 0.14 Cash 2.5 $1.24m Nil 0.13 Volume (millions) 0.12 Share Price (A$) 2 0.11 March 2025 0.1 1.5 0.09 1 0.08 Exploration carry Prospe
Slide 6: Project Portfolio
PROJECT PORTFOLIO For personal use only WA-527-P (100%) Bedout Sub-Basin Oil and gas exploration 349MMbbls* Best Estimate Prospective Resource We are strategically positioned adjacent to the under supplied east coast gas market and progressing towards our vision of becoming an east coast gas produce
Slide 7: 3D Energi Is Climbing the Value Lift Pyramid
Investor Presentation – June 2025 3D Energi's business model is built on capturing value early—identifying and de-risking opportunities, then leveraging farm-outs to fund capital-intensive phases. 3D ENERGI IS Value realisation Clear value progression ✓ Progressing rapidly toward value realisation w
Slide 8: Otway Basin: The Centre of East Coast Gas Exploration
Investor Presentation – June 2025 Left: Otway Basin exploration permits map Strategic investment interest OTWAY BASIN: For personal use only Entry and expansion of majors and NOCs THE CENTRE OF (e.g. ConocoPhillips Australia, KNOC1) and O.G Energy in the basin highlights growing EAST COAST GAS recog
Slide 9: Multi-Tcf Gas Portfolio in a Proven Basin
Investor Presentation – June 2025 All Clusters ꟷ Net TDO mean prospective resource (Bcf)1 ꟷ 1858 Bcf For personal use only 300 MULTI-TCF GAS 608 Whistler Point PORTFOLIO IN A Flanagan PROVEN BASIN B.A 165 Regia Seal Rocks Charlemont Cluster ꟷ Gross mean 298 prospective resource (PJ) 284 Charlemont 2
Slide 10: Otway Exploration Drilling Program (OEDP)
Investor Presentation – June 2025 The Otway Joint Venture with ConocoPhillips and KNOC strategically positions 3D Energi to share exploration risk, access world-class technical expertise, strengthen our financial and operational capacity, and enhances investor confidence through alignment with globa
Slide 11: OEDP Milestones
Investor Presentation – June 2025 Transocean Equinox rig OTWAY EXPLORATION For personal use only DRILLING PROGRAM (OEDP) MILESTONES Near-term drilling program Phase 1 of the OEDP is currently scheduled to begin in September 2025. Q3 Q4 Q1 Q2 Q2 Q3 2023 2023 2024 2025 2025 2025 2025 Environmental Pla
Slide 12: OEDP Targets
Investor Presentation – June 2025 Waarre A 68% CoS Transocean Equinox rig OTWAY EXPLORATION For personal use only DRILLING PROGRAM (OEDP) TARGETS Targeting DHI-supported Essington-1 Well 1 Charlemont-1 Well 2 prospects with potential for commercialisation on Q3 CY2025 Phase 1 Q4 CY2025 Phase 1 succe
Slide 13: OEDP Timed to Market Amid Looming Gas Supply Gaps
Investor Presentation – June 2025 OEDP Projected gas supply crunch in southern regions1 ▪ Victoria faces peak-day gas shortfalls under extreme winter conditions from 2025. TIMED TO ▪ Small seasonal gas supply gaps emerging from 2026, expected to become more frequent by 2028. For personal use only ▪
Slide 14: Otway Gas Is Preferable to QLD Supply or LNG Imports
Investor Presentation – June 2025 Otway Basin gas is the most cost-effective and flexible option for southern demand, provided supply is available OTWAY GAS IS For personal use only PREFERABLE TO QLD SUPPLY OR LNG IMPORTS Lower cost of delivery1 Improved reliability and Less emissions- dispatch flex
Slide 15: Portfolio Deep Dive: From Core Clusters to Frontier Upside
For personal use only Investor Presentation – June 2025 PORTFOLIO DEEP DIVE: FROM CORE CLUSTERS TO FRONTIER UPSIDE 15 15
Slide 16: Portfolio Provides Optionality and Scalability
Investor Presentation – June 2025 Distance from existing infrastructure (km) 0 10 20 30 40 50 60 70 80 90 100 110 PORTFOLIO 0% For personal use only PROVIDES 10% OPTIONALITY AND 20% BRITISH SEAL ROCKS SCALABILITY 30% WHISTLER ADMIRAL Geological Chance of Success REGIA POINT Increasing cost of develo
Slide 17: De-risking Through Modern Seismic and DHI Support
Investor Presentation – June 2025 Waarre C RMS amplitude map showing amplitude anomalies (red) WAARRE C Flat spot at Minerva Field1 for comparison DE-RISKING For personal use only THROUGH MODERN SEISMIC AND DHI SUPPORT WAARRE A ~3,924 km² of state-of-the-art 3D seismic underpins the portfolio. DHIs
Slide 18: Charlemont Cluster: Essington Prospect
Investor Presentation – June 2025 CHARLEMONT For personal use only CLUSTER: ESSINGTON Flat spot PROSPECT Phase 1 OEDP exploration target. Lies within a well-understood geological setting, just 5km west of Geographe Field. A strong seismic flat spot is observed in the Waarre A on reprocessed 3D seism
Slide 19: Charlemont Cluster: High-Graded, Near-Term Exploration
Investor Presentation – June 2025 CHARLEMONT CLUSTER: For personal use only Waarre A RMS amplitude map HIGH GRADED, showing amplitude anomalies conforming NEAR-TERM with traps along the Charlemont Trend EXPLORATION The Charlemont Cluster, with seven amplitude-supported prospects, has been high-grade
Slide 20: Regia 3D Aims to Unlock Value in the North
Investor Presentation – June 2025 REGIA 3D For personal use only AIMS TO UNLOCK VALUE IN THE NORTH The Regia Cluster contains 13 emerging leads and prospects with a combined 1.4 Tcf mean prospective resource (gross)1. The Regia 3D seismic survey (planned >1000 km²) is undergoing environmental approv
Slide 21: High Impact Upside with Large Frontier Prospects
Investor Presentation – June 2025 HIGH IMPACT For personal use only UPSIDE WITH LARGE FRONTIER PROSPECTS Southern clusters like Flanagan (3 Tcf1 gross mean prospective resource), Whistler Point, British Admiral and Seal Rocks offer frontier scale upside. Southern clusters provide longer-term Whistle
Slide 22: Commercial Pathway on Success Case
For personal use only Investor Presentation – June 2025 COMMERCIAL PATHWAY ON ≤ 2 SUCCESS CASE OEDP Exploration wells Accelerating the Pathway to Monetisation TDO has elected to transfer its US$30M well carry from T/49P to VIC/P79, where it delivers the best commercial outcome. High-graded Low Risk
Slide 23: A Single Exploration Success Can Transform a Small-Cap Explorer
For personal use only Investor Presentation – June 2025 A SINGLE EXPLORATION SUCCESS CAN TRANSFORM THE TRAJECTORY OF A SMALL-CAP EXPLORER 23 23
Slide 24: Investment Summary
INVESTMENT SUMMARY For personal use only Exposure to the Largest Prospective Gas Resource in the Otway Basin Cluster-Based Strategy Enables Scalable Development Hubs With 51 prospects and a 9.2 Tcf1 mean prospective resource (Gross), Prospects are grouped into six clusters, balancing infrastructure-
Slide 25: An Experienced Team
AN EXPERIENCED TEAM A diverse and highly experienced management team with a proven track record developing and operating significant oil and gas projects. For personal use only Mr Noel Newell Mr Ian Tchacos Executive Chairman Non-Executive Director 3D Energi Founder with 20 years as Petroleum Engine
Slide 26: Notes on Prospective Resources
NOTES ON PROSPECTIVE RESOURCES Reporting Basis 1. 3D Energi calculates prospective resources based on the definitions and guidelines of the Society of Petroleum Engineers Petroleum Resources Management System (SPE-PRMS, 2018). 3D Energi reports estimates in accordance with the ASX Listing Rules. For
Slide 27: Contact
For personal use only Subscribe here to receive latest news and updates Noel Newell Executive Chairman info@3denergi.com.au +61 3 9650 9866 27 3D Energi Limited, Melbourne, VIC 3000, 3denergi.com.au