Kinetiko Energy Ltd. · ASX:KKO
Kinetiko Energy — Non-Deal Roadshow (September 2013)
16 slides from Kinetiko Energy's roadshow presentation, Sep 11, 2013
Slide 1: The Early Mover in Southern African Onshore Gas
v For personal use only 9/10/2013 Kinetiko Energy Limited THE EARLY MOVER IN SOUTHERN AFRICAN ONSHORE GAS www.kinetiko.com.au ASX: KKO
Slide 2: Disclaimer
Disclaimer For personal use only This document should be read in conjunction with any other available information on Kinetiko Energy Ltd. This document is a summary only and does not include all information about the Company’s assets and liabilities, financial position and performance, profits and l
Slide 3: First Mover in Southern Africa's Onshore Gas
First Mover in Southern Africa’s Onshore Gas For personal use only Early mover and large scale potential Coal bed methane and sandstone gas resource Strategic strengths Strong energy market and outlook for gas Existing infrastructure and customers Low operating costs Strong RSA Government and partne
Slide 4: Amersfoort Project The Story So Far
Amersfoort Project The Story So Far Expanding Gas Footprint For personal use only 20 exploration drill holes with average depth of 500m Gas identified in every hole drilled 5 pilot test wells with significant gas flow 3 additional wells planned Q4 – 2013 1,600 Km2 exploration license with consistent
Slide 5: Proven Geophysical Prospectivity
For personal use only Proven Geophysical Prospectivity Wire line logs indicate large sandstone gas intervals in every hole drilled. www.kinetiko.com.au ASX: KKO 5
Slide 6: Proven Geological Prospectivity
Proven Geological Prospectivity For personal use only • World class coal field • CBM and sandstone gas • Deeper basin to the south has shale gas/oil potential • First two pilot wells KA-03PTR, KA-10PT significant gas flows • Low water volumes and indicated agriculture grade water www.kinetiko.com.au
Slide 7: Work Program Update
Work Program Update For personal use only 20 Core holes drilled- all contained indications of gas 5 pilot test wells in the northern license, 3 more planned in 2013 Additional program of at least 5 pilot test wells to commence on the southern license in 2014 Gas compressor for vehicles KA-03 Coring
Slide 8: Beyond Amersfoort Securing First Mover Momentum
Beyond Amersfoort Securing First Mover Momentum For personal use only Mid 2012 KKO applied for 4 TCP technical applications giving it the exclusive right to explore 7,890 Km2 Identification of the most attractive areas August 2013 KKO applied for Exploration Rights ( ER) within the TCP’s for 4,288 K
Slide 9: Superior Location Existing infrastructure, markets and off take options
Superior Location Existing infrastructure, markets and off take options For personal use only *Gas Market Study, PwC, September 2012 KKO KA-03 PT www.kinetiko.com.au ASX: KKO 9
Slide 10: RSA gas market
RSA gas market For personal use only Current source from Mozambique pipeline ~400million scf/day Pipeline nearing capacity - high demand with limited supply Gas price top global quartile $12/GJ upwards Sasolburg gas to liquids plant Coal accounts for 85% of energy mix – under pressure and unsustaina
Slide 11: Lowest quartile cost environment
Lowest quartile cost environment Approval process is efficient and cost effective For personal use only Drilling and completions are predominantly shallow and inexpensive Low lifting costs Low cost of reserve definition Abundance of regional know how Excellent location translates to low transport or
Slide 12: Strong South African Partner
Strong South African Partner Badimo Gas are an experienced RSA organisation with a significant ER holdings and strong Government and regulator relationships For personal use only Donald Ncube – Chairman & controlling shareholder of Badimo Non Executive Director of Goldfields International Ltd 22 yea
Slide 13: KKO Board and Management Experience
KKO Board and Management Experience For personal use only Adam Sierakowski – Non-Exec Chairman Lawyer and founder of Price Sierakowski and Trident Capital Extensive experience in capital raising and ASX transactions for major companies Director of ASX listed Coziron Resources Ltd and Triangle (Globa
Slide 14: Quality Management Team
Quality Management Team Proven Track Record For personal use only Established an operations team with strong foundations for gas production success Accomplished a significant drilling program on time and under budget Enhancing O&G capabilities; new technical skills and Board Exploration (Technical)
Slide 15: Corporate Strengths
Corporate Strengths For personal use only Corporate snapshot (9/9/2013) 2 years of achievement and development Last Price $0.185 Near term value uplift from Maiden Reserves Shares on issue 127.7m Market Cap $23.6m Significant KKO research by John Young 52 Week High $0.36 52 Week Low $0.155 Fully fun
Slide 16: Investment Opportunity
Investment Opportunity For personal use only Government supportive of gas development Strong JV Partner (Non-Operator) and proven funding High gas market demand and pricing Strong Management and technical team in country Assets in a great neighbourhood (Infrastructure & market) Many commercialisatio