Elixir Energy Limited · ASX:EXR
Elixir Energy — Brisbane Energy & Minerals Conference 2022
19 slides from Elixir Energy's conference presentation, Mar 23, 2022
Slide 1: Brisbane Energy & Minerals Conference
For personal use only Brisbane Energy & Minerals Conference 23 March 2022 ASX:EXR
Slide 2: The Company
For personal use only 1. The Company 2
Slide 3: Company Overview
Company Overview Elixir’s main asset is its 100% owned For personal use only Nomgon IX Coal Bed Methane (CBM*) Production Sharing Contract (PSC) project in the South Gobi region of Mongolia Highly experienced CSG team – first mover in taking Australia’s leading skills to Mongolia Located on Mongolia
Slide 4: Capital Structure / Board
Capital Structure / Board Highly experienced CSG team Richard Cottee For personal use only Non-Executive Chairman Capital Structure Current (pre-raise) Former Managing Director of CSG focused Queensland Gas Corporation (QGC), taking it from market cap of $20M to $5.7B No of Shares 892M Other former
Slide 5: Nomgon CBM PSC
For personal use only 2. Nomgon CBM PSC 5
Slide 6: 2022 Exploration/Appraisal Program
For personal use only 2022 Exploration/Appraisal Program Wells • 2 Pilot Production Wells • 22 Exploration & Appraisal Wells • 1 short term pilot production test Seismic • 322 km 2D • Seismic re-interpretation Commercial • Progressing gas fired generation project with Government Field Work • 3 field
Slide 7: Extended Pilot Production Test
For personal use only Extended Pilot Production Test Aim • Dewater coals and flow gas from the Nomgon CBM discovery • Provide proof of concept for commercial development Wells • 2 production wells 100m apart • Depth to coal ~450m • Pressure monitoring wells 110 Schematic of Pilot and 400m along stri
Slide 8: Timetable
Timetable Activity Q1 2022 Q2 2022 Q3 2022 Q4 2022 For personal use only • Local Govt Regulatory & • National Permitting • Community • Community Approvals • Community Community • Local Govt Liaison & Liaison & Investment Liaison & Investment Permitting Investment G&G Studies and Analysis Seismic ~12
Slide 9: Work program continues to expand
For personal use only Work program continues to expand 2022 ✓ “Rinse & repeat” model ongoing ✓ Consistently expanded each year Onwards Pilot, 22 wells, 322km 2D, Gobi H2 ✓ Maturing resources ✓ Low cost 2021 17 wells, 1 ST production test & 528km seismic 2020 7 wells and 106 km seismic 2019 4 wells a
Slide 10: Gobi H2
For personal use only 3. Gobi H2 10
Slide 11: Gobi H2 Project
Gobi H2 Project • Mongolia combines: MOU with Govt For personal use only • Exceptional renewable resources • A H2 market that can be Pilot feasibility reached by pipeline not boat study underway • These advantages make Gobi H2 a potential globally Tier Targeting Chinese One green hydrogen export ste
Slide 12: An advantageous location for H2 production
For personal use only An advantageous location for H2 production Large steel mills 12
Slide 13: Hydrogen Delivery Costs
Hydrogen Delivery Costs • Around 2/3 of the cost of Cost of gas-to-gas hydrogen transportation, including conversion and reconversion - 2030s For personal use only producing green H2 are For hydrogen production of ~15PJ/year the cost of renewables • Shipping H2 by boat costs multiples (~$20/GJ) of s
Slide 14: Pilot Project
Pilot Project For personal use only • Gobi H2 will develop a pilot project in the medium term • The pilot will serve to demonstrate viability and create confidence with multiple stakeholders: customers, policy makers, financiers, potential partners, local communities, etc • A 10 MW electrolyser pilo
Slide 15: Investment Highlights
4. For personal use only Investment Highlights 15
Slide 16: A Tale of Two Gases
“A Tale of Two Gases” Nomgon CBM – CH4 Gobi H2 For personal use only It was the best of times Very high gas prices It was the worst of times Transition needs new clean fuels It was the age of wisdom Natural gas a vital bridge It was the age of foolishness Many H2 projects ignore the science It was t
Slide 17: Investment Highlights
For personal use only Investment Highlights First mover CSG company Expanding program again Very strong balance sheet and in Mongolia – now a in 2022 – growing and de- 100% asset ownership provides growing industry attracting risking resources through a maximum strategic optionality wider interest ~
Slide 18: Important Notice & Disclaimer
For personal use only Important Notice & Disclaimer This document has been prepared by Elixir Energy Limited (ABN 51 108 230 995) (“Elixir”) in connection with providing an overview of its business to interested analysts/investors. This presentation is being provided for the sole purpose of providin
Slide 19: Investors & Media
INVESTORS & MEDIA For personal use only Neil Young Managing Director info@elixirenergy.com.au Phone +61 8 7079 5610 www.elixirenergy.com.au www.elixirenergy.com.au
Elixir Energy — Brisbane Energy & Minerals Conference 2022 on 6ix