Kinetiko Energy Ltd. · ASX:KKO
Kinetiko Energy — Investor Presentation (September 2022)
17 slides from Kinetiko Energy's investor presentation, Sep 1, 2022
Slide 1: Providing Gas to Energy South Africa
Providing Gas to Energy South Africa INVESTOR PRESENTATION | SEPTEMBER 2022 ASX:KKO
Slide 2: Why Gas?
Why Gas? SA Govt Gas Master Plan 2022 2
Slide 3: South Africa's Energy Crisis
3 South Africa’s Energy Crisis Aging coal energy in rapid decay, coal is deeper, dirtier and more distant from thermal industry Renewable energy alternatives decades away Only existing gas source from Mozambique to decline from 2024 Gas demand estimated to grow by over 400% in 10 years SA Govt Gas M
Slide 4: Vision to Deliver SA's Largest Gas Field
4 Vision to Deliver SA’s Largest Gas Field One of the largest onshore Gross Contingent Resource 2C in the world and growing* Mpumalanga South Africa 4.9 * * ASX announcement 29 July 2020 – KKO net 2C 2.4 TCF - refer slide 12 Resource Specifications 2C TCF International on shore gas resource comparis
Slide 5: Exploration Success – Drives Development
5 Exploration Success – Drives Development 23 core wells drilled in ER 271each intersecting gas 7 pilot production wells successfully drilled First five well cluster set for production in 2023 Recent Korhaan 3-well drilling program confirmed geological lithological correlations with adjacent existin
Slide 6: Gas Market Penetration
Market amy, s : Penetration OF: = ae KINETIKO ENERGY LTD
Slide 7: Evolution to Production
7 Evolution to Production First Gas-to-Power joint venture established with South African Vutomi Energy to produce electricity to the grid Eskom approved electricity production for up to 5MW with plant and equipment to be on site Q4 2022 10 South African consortiums have approached the Company in la
Slide 8: Corporate Strategy
Corporate Strategy 8
Slide 9: Activities and Opportunities
9 Activities and Opportunities Obtain maiden gas reserves certification (Sproule report due October 22) Aggressively expand gas exploration throughout approx 7,000km2 of exploration rights and increase gas reserves Grow joint ventures such as with the IDC to co- fund exploration and development of g
Slide 10: Capital Structure
10 Capital Structure 684,073,969 $0.06 $41m Current Shares Share Price (30 Sept 2022) Market Cap $0.120 4,000,000 3,500,000 $0.100 $1.3m $40m $13m 3,000,000 Cash (at 30 June 2022) EV KKO Historic Exploration $0.080 2,500,000 $0.060 2,000,000 3m 1,311,778,781 Unl Options @ 0.13 687,073,969 1,500,000
Slide 11: Near Term Milestones to Drive Shareholder Value
11 Near Term Milestones to Drive Shareholder Value ? UNDERWAY UNDERWAY UNDERWAY UNDERWAY UNDERWAY ON TRACK EXPLORATION GAS-TO-POWER MERGER GAS RESERVES IDC GAS FIELD SOUTH AFRICA’s EXPANSION COMPLETION GROWTH JOINT VENTURE LARGEST ON SHORE GAS FIELD 7 core holes to be drilled in Vutomi Energy joint
Slide 12: Disclaimer
12 Disclaimer 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 losses, prospects an
Slide 13: Barrington House, 283 Rokeby Rd, Subiaco WA 6008
This presentation was approved for release by the Board of Kinetiko Energy Limited. Barrington House, Mr Nick de Blocq 283 Rokeby Rd, Subiaco WA 6008 CEO www.kinetiko.com.au nick@kinetiko.com.au +22 79 177 4775 info@kinetiko.com.au @Kinetiko_KKO BRINING GAS TO MARKET ASX:KKO
Slide 14: Rich Geological Setting
14 Rich Geological Setting 100% Owner and Operator of Afro Energy Project area covers 7,000km2 with 4,604km2 of granted exploration rights Proven and highly prospective Permian Age Fields High quality results from gas flow testing 98% methane content Equating to approximately 9% of Mpumalanga’s tota
Slide 15: Resource Specifications
15 Resource Specifications KKO Gas Project: Independently certified gross contingent 2C gas resource of 4.9 TCF* Resource Statement Gas Gross Unit=Billion Cubic Feet Unit=Billion Cubic Meter Gas In Place 1C 2C 3C 1C 2C 3C CBM 3114.2 6883.8 13097.2 88.2 194.9 370.9 Gas in Sandstone 1089.8 2422.8 4367
Slide 16: Infrastructure Rich Close Market Access
16 Infrastructure Rich Close Market Access Project close to infrastructure what else do we need to show? Do we need and transport routes Chinese border and other larger towns?...... Needs Power stations, gas pipelines, high some zing voltage transmission lines, road and rail Komati 940mW Camden Maju
Slide 17: Powered by a proven and experienced board and management team
Powered by a proven and 17 experienced board and management team Tom Fontaine Non-Executive Director A professional engineer with over 25 years' technical and commercial experience in the international oil and gas industry including start-up, running and building resource companies. He co-founded Pu
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