Gold Hydrogen Ltd. · ASX:GHY
Gold Hydrogen — Japan Hydrogen Summit (April 2025)
30 slides from Gold Hydrogen's conference presentation, Apr 24, 2025
Slide 1: Natural Hydrogen Discovery in South Australia: An Overview
For personal use only Natural Hydrogen Discovery in South Australia An Overview Committed of the Naturally to Developing Ramsay Project Occurring Hydrogen and Helium in Neil McDonald – Managing Director Australia Japan Hydrogen Summit Gold Hydrogen Limited 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 Gold Hydrogen Limited 5
Slide 6: Key Trends: Hydrogen
Key Trends: Hydrogen Hydrogen demand is forecast to include heavy transportation, Likely exporters / importers1 ammonia production, steel manufacturing, and various energy Australia has been identified as a likely exporter of natural hydrogen For personal use only uses. Future growth will be driven
Slide 7: 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 8: Types of Hydrogen Production
Types of Hydrogen Production Naturally occurring Hydrogen offers significant cost and / or carbon advantages relative to other Hydrogen production (manufacturing) processes Today, ~95% of all hydrogen produced is For personal use only Gold Hydrogen is exploring for ‘gold’ or from natural gas ‘white’
Slide 9: 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 significant lower helium concentrat
Slide 10: 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 11: Results
For personal use only Results Gold Hydrogen Limited 11
Slide 12: Ramsay Project - Milestone Snapshot
Ramsay Project - Milestone Snapshot For personal use only goldhydrogen.com.au | ASX:GHY | Gold Hydrogen Limited 12
Slide 13: Ramsay – Hydrogen and Helium
Ramsay 2 – Hydrogen and Helium Ramsay 2 located Mudgas measurements ~526m to the West of Ramsay Limestones Ramsay 1 along the use only Siltstones Minlaton Fm Limestones Erosional Unconformity? seismic line and ~20m updip the structural Parara Limestones trend. D Limestones C Cambrian No losses, H2 a
Slide 14: Geologic Model of the Ramsay Project Hydrogen and Helium
Geologic Model of the Ramsay Project Hydrogen and Helium Ramsay 2 MDKB GEOLOGICAL GAMMA DENSITY SONIC POROSITY HYDROGEN HELIUM Ramsay (m) MARKER RAY Limestones For personal use only Minlaton Fm Erosional Unconformity Parara Limestones Cambrian Kulpara Fm (limestones) Kulpara Fm (dolomites) Paleo Bat
Slide 15: Ramsay Well Test Results
Ramsay 2 Ramsay 1 Ramsay 1 & 2 Well Test Results 52.5% Annulus (air and N2 corrected) Ramsay 2 Stage 2 well test with recovery of hydrogen and For personal use only helium to surface Ramsay 2 hydrogen gas to surface in annulus from ~310mMD (air and nitrogen corrected) 8 7 6 5 4 3 180m MDT 2 1 Ramsay
Slide 16: 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 17: 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 18: Ramsay 2D Seismic Data
Ramsay 2D Seismic Data Regional 2D seismic survey acquired June/July 2024 For personal use only Ramsay 2DSS was acquired in June and July 2024 and consists of 575km of modern 2D data covering the Ramsay project area and the potential exploration opportunities. Gold Hydrogen Limited 18
Slide 19: Ramsay 2D Seismic Survey
Ramsay 2D Seismic Survey B A A B TWT (ms) For personal use only Post Stack Migrated data from Ramsay 2D seismic survey C D C D TWT (ms) goldhydrogen.com.au | ASX:GHY | Gold Hydrogen Limited 19
Slide 20: Regional Geological Section Yorke Peninsula
Regional Geological Section Yorke Peninsula For personal use only goldhydrogen.com.au | ASX:GHY | Gold Hydrogen Limited 20
Slide 21: Next Steps
For personal use only Next Steps Gold Hydrogen Limited 21
Slide 22: Post-Well Testing – Objectives
Post-Well Testing – Objectives Review resource reporting and resource maturation opportunities For personal use only Interpretation and analysis of 2D Seismic Program results Site and well design selection – further Ramsay wells Site and well design selection – wider Yorke Peninsula plays Initial Pi
Slide 23: Regional Seismic Line Through Gold Hydrogen PELA's
A Regional Seismic Line Through Gold Hydrogen PELA’s A’ For personal use only PELA792 PELA703 PELA702 PELA701 PELA700 A Regional Seismic line acquired by GA A’ in 2022 (22GA-DL-1 DMOStack) Gold Hydrogen Limited 23
Slide 24: Regional Modelling
Regional Modelling For personal use only goldhydrogen.com.au | ASX:GHY | Gold Hydrogen Limited 24
Slide 25: PELA792 – Geological Setting
PELA792 – Geological Setting Spencer Gulf Stuart Shelf – Torrens Hinge Zone Gawler Craton For personal use only PELA 792 PELA 792 PELA 792 blocks - Neoproterozoic basement interpretation Black and red points core & outcrop available for fluid inclusion PELA 792 work. Hiltaba Granite, iron and black
Slide 26: Regional Hydrogen Applications – Byrock & White Hydrogen
Adelaide Geosyncline Gumbowie Regional Hydrogen Applications – Byrock & White Hydrogen (100% Organic rich For personal use only subsidiaries of Gold Hydrogen) Source rocks Banded Iron • Work programs do not Source rocks commence until grant Basement under cover Ramsay Hydrogen • Programs include air
Slide 27: Key Team
For personal use only Key Team Gold Hydrogen Limited 27
Slide 28: Key Management
Key Management For personal use only Neil McDonald Peter Bubendorfer Frank Glass Billy Hadi Subrata Julien Bourdet Founder & Managing Director Chief Geologist Chief Exploration Adviser Chief Technical Officer Geological Advisor Neil McDonald, with over 20 Peter has extensive experience in Frank Glas
Slide 29: 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 Alexander Downer, a Katherine Barnet
Slide 30: For personal use only
For personal use only Neil McDonald Roger Cressey Karl Schlobohm Managing Director Executive Director CFO / Company Secretary rcressey@goldhydrogen.com.au kschlobohm@goldhydrogen.com.au nmcdonald@goldhydrogen.com.au + 61 0 419 663 569 + 61 0 419 721 007 + 61 0 419 721 007 Gold Hydrogen Limited | GPO