Blue Energy Limited · ASX:BLU
Blue Energy — Investor Presentation (November 2019)
13 slides from Blue Energy's investor presentation, Nov 7, 2019
Slide 1: Investor presentation
For personal use only Investor presentation 7th November 2019
Slide 2: Legals: Disclaimer and Competent Person Statement
Legals For personal use only Disclaimer This presentation may contain forward looking statements that are subject to risk factors associated with the gas and energy industry. It is believed that the expectations reflected in the statements contained within are reasonable, but they may be affected by
Slide 3: Snapshot
Snapshot For personal use only Metrics 12 month Share Price Performance Cash (30/9/19) $5.8 million Debt Nil Market Cap (30/9/19) ~$60 million Structure Reserves and Resources Board 1P/1C 2P/2C 3P/3C John Ellice-Flint :Executive Chairman Reserves 0 71 298 (Pj) John Phillips :Managing Director Resour
Slide 4: Exploration & Development Portfolio
Exploration & Development Portfolio For personal use only 2
Slide 5: Bowen Gas
Bowen Gas AT P 8 1 4 For personal use only Northern Market - Townsville Southern Market - Wallumbilla 3
Slide 6: Monetisation: Northern Gas Market
Mone tis a tion For personal use only Northern Gas Market Townsville via NQGP New demand opportunities • Gig economy Battery plants • Mineral processing • Electricity generation in lower CO2 world • Solar farm gas fired firming generation 4
Slide 7: Monetisation: Southern Gas Market
Mone tis a tion For personal use only Southern Gas Market Pipeline connection to Wallumbilla needed • Route selection in process Southern gas buyer engagement • manufacturing energy supply • electricity generation • Manufacturing process feedstock LNG Feed Gas source AEMO GSOO 2019 5
Slide 8: Upside - NT: Greater McArthur Basin
U ps ide - N T For personal use only Greater McArthur Basin • Activity re-emerging – Santos/Origin 13 TCF • Awaiting testing results • Regulatory approval 6 TCF 57 TCF process still ironing out • Stakeholder engagement re- commenced by Blue • Acreage deals restarting (STO/AJQ ~ $9/acre) (BLU = 12.4
Slide 9: Upside - Galilee: Galilee Basin
Ups ide - Ga lile e For personal use only Galilee Basin • Proof of CSG concept coming (GLL production testing) Where will this volume Un-developed Gas • Deeper Conv Play potential Reserves come from? (Contingent and Prospective (COI Devonian test – Albany) Resources) • Pipeline infrastructure • East
Slide 10: Catalysts
C a ta ly s ts For personal use only Southern Gas Market • Gas Sales Agreement • Pipeline Funding Northern Gas market • Gas Sales Agreements Industry news on flow rates • Beetaloo, Galilee & Bowen Basins Generation • Proving up Reserves in Hillalong/Monslatt • Power Purchase Agreement Longer term su
Slide 11: Reserves and Resources
Reserves and Resources For personal use only Permit Block Date Method Certifier 1P 1C 2P 2C 3P 3C (PJ) (PJ) (PJ) (PJ) (PJ) (PJ) ATP854P Whole 30/06/2012 SPE/PRMS NSAI 0 22 0 47 0 101 Permit ATP813P Whole 29/10/2014 SPE/PRMS NSAI 0 0 0 61 0 830 Permit ATP814P Sapphire 5/12/2015 SPE/PRMS NSAI 0 66 59
Slide 12: Reserves and Resources: Listing Rule Disclosure
Reserves and Resources For personal use only • Listing Rule 5 Disclosure •The estimates of reserves and contingent resources noted throughout this Announcement have been provided by Mr John Hattner of Netherland, Sewell and Associates Inc (NSAI) and were originally reported in the Company’s market a
Slide 13: For personal use only
For personal use only 13