Gold Hydrogen Ltd. · ASX:GHY
Gold Hydrogen — Conference Presentation (February 2024)
21 slides from Gold Hydrogen's conference presentation, Feb 1, 2024
Slide 1: Gold Hydrogen: Aiming to Develop Naturally Occurring Australian Hydrogen and Helium
For personal use only Gold Hydrogen Aiming to Develop Naturally Occurring Australian Hydrogen and Helium February 2024 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. It is This presentation contains statistics, data and other information pertaining to Gold Hydrogen’s business and operations. Recipients for inf
Slide 3: Contents
Contents Executive Summary 4 For personal use only Industry Overview 5 Company Overview 11 Key Team 17 Gold Hydrogen Limited 3
Slide 4: Executive Summary - Low Cost, Natural Hydrogen
Executive Summary - Low Cost, Natural Hydrogen Title over natural hydrogen Certified Prospective Resource for natural occurrences and a certified hydrogen with an unrisked Best Estimate of 1.3 For personal use only prospective resource billion kilograms (Refer Slide 13 for details) Ramsay Project 7,
Slide 5: Investor Snapshot
Investor Snapshot Capital Structure Share Price Performance Since IPO (Jan 2023) For personal use only Total shares on issue 159.7m Shares escrowed (to Jan 25) 83.0m Free-float 76.7m Options on issue (75c / $1.00 / $1.75) 5.1m Fully-diluted capital 164.8m Market cap at 70 cents $112m Cash on hand $2
Slide 6: Industry Overview
For personal use only Industry Overview 6 Gold Hydrogen Limited 6
Slide 7: Global Hydrogen Forecast
Global Hydrogen Forecast Substantial investment laying the foundation for Hydrogen use Global Hydrogen Demand by Sector, Net Zero Emissions For personal use only Target Scenario (Mt) 527 A$629B 31 Projected annual investment on 102 hydrogen projects in A$184B 2050 Projected annual 207 investment on
Slide 8: Key Trends Driving Hydrogen Adoption
Key Trends Driving Hydrogen Adoption For personal use only Most hydrogen used today is in the production of ammonia and steel, or by oil refineries Future growth projections are based on a number of key trends that are driving adoption ESG investment and Technological advances Hydrogen enhances Use
Slide 9: 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 For personal use only Gold Hydrogen is exploring for ‘gold’ or ‘white’ (natural) Hydrogen Gold / White Grey Black/Brown Blue Gr
Slide 10: Global Helium Projects
Global Helium Projects Gold Hydrogen’s Ramsay 1 & 2 exploration wells found Helium at up to 6.8% (in addition to the 86% Hydrogen identified) For personal use only Gold Hydrogen currently has insufficient data to publish of a prospective resource for Helium, but is aiming to establish a maiden prosp
Slide 11: Company Overview
For personal use only Company Overview 11 Gold Hydrogen Limited 11
Slide 12: Historical Drilling Found Hydrogen: Ramsay Confirmed it
Historical Drilling Found Hydrogen: Ramsay 1 Confirmed it • In the 1920s and 1930s, Natural Hydrogen Historical drilling 2023 Program For personal use only occurrences in PEL 687 were reported during Ramsay Oil American unsuccessful ventures looking to discover oil Bore 1 Ramsay 1 Ramsay 2 Beach • G
Slide 13: Gold Hydrogen Prospective Resources
Gold Hydrogen Prospective Resources Certified Prospective Hydrogen Resources, existing discoveries and American Beach -1 Hydrogen Discovery Ramsay -1 drill ready hydrogen prospects (calculated volume not determined) Hydrogen Discovery Flowed 70% H2 @ 290m Flowed 84% H2 @ Unrisked Prospective Hydroge
Slide 14: Key Success Factors
Key Success Factors Ramsay Project ticks the boxes in respect of the key attributes for the formation and accumulation of Natural Hydrogen For personal use only Key Success Factor Ramsay Project Source & Via hydrolysis and Located at the Gawler craton of South Australia, where Generation radiolysis
Slide 15: Gold Hydrogen 2024 Activities
Gold Hydrogen 2024 Activities • March 2024 – Maiden Prospective Resource Report for Helium For personal use only • March 2024 – Commence flow testing technical program Ramsay 1 drill site and Savanna Energy drill rig Ramsay 1 & 2 • May 2024 – Update to Prospective Resource Report for H2 and He • May
Slide 16: Large Scale Potential Commercialisation Opportunities
Large Scale Potential Commercialisation Opportunities For personal use only Gold Hydrogen Pty Ltd (Confidential) 16 Gold Hydrogen Limited 16
Slide 17: Key Team
For personal use only Key Team 17 Gold Hydrogen Limited 17
Slide 18: Key Management
Key Management For personal use only Neil McDonald Roger Cressey Karl Schlobohm Josh Whitcombe Founder & Managing Director Executive Director, Commercial & Operations Company Secretary & Chief Financial Officer Chief Operating Officer Neil McDonald has more than 20 years of extensive Roger Cressey h
Slide 19: Board of Directors
Board of Directors For personal use only Neil McDonald Alexander Downer Katherine Barnet Roger Cressey Founder & Independent Independent Executive Director, Managing Director Non-Executive Chair Non-Executive Director Commercial & Operations • Neil McDonald has more than 20 • Alexander Downer is one
Slide 20: Gold Hydrogen Summary
Gold Hydrogen Summary For personal use only Title over reported natural hydrogen Certified Prospective Resource for natural hydrogen with an unrisked Best occurrences and a prospective resource Estimate of 1.3 billion kilograms (Refer Slide 13 for details) Ramsay Project 7,820 km2 (green on map) is
Slide 21: Neil McDonald, Managing Director
For personal use only Neil McDonald Managing Director neil@goldhydrogen.com.au +61 0 421 331 933 goldhydrogen.com.au Gold Hydrogen Limited 21
Gold Hydrogen — Conference Presentation (February 2024) on 6ix