Kinetiko Energy Ltd. · ASX:KKO
Kinetiko Energy — PPR Oil and Gas Investor Forum 2013
18 slides from Kinetiko Energy's conference presentation, Mar 14, 2013
Slide 1: Kinetiko Energy Ltd - PPR O&G Investor Forum
For personal use only Kinetiko Energy Ltd Perth, PPR O&G Investor Forum Presentation on 14th March 2013 ASX: KKO www.kinetikoenergy.com.au 1
Slide 2: Disclaimer
Disclaimer This document should be read in conjunction with any other available information on Kinetiko Energy Ltd. For personal use only 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: Company's Projects
Company’s Projects Kinetiko Energy Limited (ASX code: KKO) is an Australian listed gas company focused on the For personal use only exploration and development of gas in South Africa Goal is to achieve first Reserves on the Amersfoort Project in April 2013, then build a balanced portfolio. Curre
Slide 4: Company's Projects – Early mover and scale
Company’s Projects – Early mover and scale For personal use only Kinetiko’s potential exploration area (granted and applications)* Prospective Contingent Kinetiko 2 Resource GIP Reserves Exploration Projects in South Africa Size Km Resource Interest % 3P,2P,1P (P50) Tcf 2C (P50) Tcf Amersfoort Proje
Slide 5: Potential Gas Field in a Great Neighbourhood
Potential Gas Field in a Great Neighbourhood Resources to Reserves focus on Amersfoort project , For personal use only ~200kms from Johannesburg. Amersfoort project and granted TCP’s in the heartland of infrastructure and energy markets. 17 exploration holes completed, average depth 500m with
Slide 6: Exploration photos
Amersfoort Project exploration photos For personal use only Gassy core on Volksrust Initial Pilot Test well flare KA-03 We twin our pilot test wells at our exiting coring locations, it improves success ! 6 Kinetiko Energy Ltd
Slide 7: Exploration pilot test well program
Amersfoort Project - Exploration pilot test well program Gas flow data being assessed by our O&G For personal use only independent certifier and the JV is hopeful of booking 3P/2P Reserves in April. Five pilot test wells in the northern licence With an Additional program of five pilot test wel
Slide 8: Exploration pilot test wells
Amersfoort Project - Exploration pilot test wells First two Pilot wells (KA-03PTR, KA-10PT) encountered significant gas flows, testing has resumed. For personal use only Water volumes are low and initial quality tests indicate agriculture grade water. Testing of KA-10PT Schematic section of pilo
Slide 9: Upstream Team
Amersfoort Project - Upstream Team The Amersfoort project team has grown fast For personal use only Exploration (Technical) Sustainability JV Technical Geologist Enginee Ops Water Environ Land HSEC Director Director/ ring support ment Owner Site inc Liaison Manager pumping Commercial and downstream
Slide 10: Indicative Development Timeline
Amersfoort Project - Indicative Development Timeline Amersfoort operations activity For personal use only 2012 2013 2014 2015 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Exploration core drilling & gas Initial program,16-19 Second program, 9 desorption Pilot test wells 5 on 56ER 5 on 38ER (permeability test
Slide 11: South African gas market
South African gas market Gas sourced overland from Mozambique feeds the industrial heartland of South Africa, pipeline For personal use only (~400million scf/day) near capacity. 90% power reliance on coal, Strategic plan for year 2030 energy mix to introduce gas. Increasing coal cost and rapid
Slide 12: Gas market, significant large scale options
Amersfoort Project - gas market, significant large scale options 300km radius from Amersfoort Project* For personal use only Sasol Pipeline Transnet pipeline Rompco Pipeline Major Roads Major Transmission Lines Railways Power stations Mines 100km 200km 300km 400km 12 *Gas Market Study, PwC, Septembe
Slide 13: Potential customer options
Amersfoort Project - potential customer options Key commercialisation options (various scale and speed to market) For personal use only Vehicles to Industrial/Resources, Local municipalities CNG or LNG by road Dozens within 200km of Amersfoort Pipeline into nearby Transnet Pipeline Pipeline to Richa
Slide 14: South Africa - Risk Mitigation
South Africa - Risk Mitigation Need for energy is prioritised above other sectors, Annualized GDP growth is 3.2%, existing energy has limited For personal use only growth. In 2012 Shale Gas moratorium lifted and first onshore production rights awarded. Electricity prices to rise up to ~19% p
Slide 15: Kinetiko Exploration - Balanced Portfolio growth
Kinetiko Exploration - Balanced Portfolio growth Kinetiko anticipated exploration and acquisition activity. For personal use only Strategic Project & KKO 2012 2013 2014 2015 2016 pillar interest Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Pillar 1 Amersfoort Project 49% Exploration Additional ex
Slide 16: Kinetiko - exceptional potential
Kinetiko - exceptional potential Anticipated Date Milestone* (target only) For personal use only 2013 Mar Pilot test well flow rate assessment on first wells Apr Amersfoort Project – indicative commercial agreements Apr Amersfoort Project – Resource/Reserve (3P,2P) review May Volksrust tenement - Pi
Slide 17: Corporate snapshot
Corporate snapshot For personal use only Corporate snapshot (7/3/2013) 3P & 2P Reserves focus - first Fully funded until at least October 2013 Last Price $0.29 Shares on issue 127.7m First mover (scale and growth towards a balanced portfolio) Market Cap $37m Superior land package in a low co
Slide 18: For personal use only
For personal use only ASX: KKO www.kinetikoenergy.com.au 18
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