3d Energi Limited · ASX:TDO
3d Energi — Shareholder Meeting (November 2025)
27 slides from 3d Energi's shareholder meeting presentation, Nov 28, 2025
Slide 1: Annual General Meeting: Ready to Deliver
For personal use only ANNUAL GENERAL READY TO MEETING DELIVER. NOVEMBER 2025 Mr Noel Newell Executive Chairman 3D Energi Limited, Melbourne, VIC 3000, 3denergi.com.au ASX:TDO
Slide 2: Important Notice Prospective Resources Statement
disclaimer Important Notice Prospective Resources Statement (LR 5.25, 5.28, 5.43) This presentation contains certain statements which may constitute “forward-looking statements”. For personal use only All prospective resources presented in this announcement are prepared as at 30 June 2025, as disclo
Slide 3: Clear vision, roadmap and focused execution delivering progress
With a clear vision, roadmap and focused execution, we have For personal use only delivered tangible progress toward unlocking near-term value 3 ꟾ AGM Presentation 2025 3 ꟾ AGM Presentation 2025
Slide 4: Company Overview
Company Overview 3D Energi is positioned to deliver transformational growth For personal use only Shares on Issue Share Price Market Cap Top 20 Shareholders Market 418.84m 18.5¢ 25 November 2025 77.48m 50.38% TDO ASX CHART Cash Balance Debt Cash $0.14m* Nil September 2025 Exploration carry Prospecti
Slide 5: Executing with precision – FY25 Achievements
FY25 PERFORMANCE Executing with precision – FY25 Achievements Positioned for success, aligned to urgent demand, and executing with precision – 3D Energi is delivering the metrics that matter For personal use only A Basin ready to deliver. Our focused exploration in the Otway Basin is underpinned by
Slide 6: Executing with precision – FY25 Achievements
FY25 PERFORMANCE Executing with precision – FY25 Achievements Positioned for success, aligned to urgent demand, and executing with precision – 3D Energi is delivering the metrics that matter For personal use only A program timed for maximum impact. The Otway Exploration Drilling Program is designed
Slide 7: Essington Discovery extends gas fairway into VIC/P79
ESSINGTON DISCOVERY Essington Discovery extends gas fairway into VIC/P79 The Otway Exploration Drilling Program (OEDP) transitions from Delivery to Discovery Short-term Major prospective resource proximal to 300 Charlemont For personal use only 608 (1502) infrastructure (3039) Medium-term Whistler P
Slide 8: Essington-1 gas discovery in the secondary Waarre C target
ESSINGTON DISCOVERY Essington-1 gas discovery in the secondary Waarre C target Essington-1 Essington schematic cross-section m MDRT8 Total Gas % 2200 HIGHLIGHTS 10 20 30 40 • Secondary target with pre-drill estimate of 61 Bcf7 (P50) gross For personal use only 33.2m prospective resource • 32.2m gros
Slide 9: Essington-1 gas discovery in the primary Waarre A target
ESSINGTON DISCOVERY Essington-1 gas discovery in the primary Waarre A target Essington-1 Essington schematic cross-section m MDRT11 Total Gas % 2200 HIGHLIGHTS 10 20 30 40 • Primary target with pre-drill estimate of 172 Bcf (P50) gross For personal use only 62.6m prospective resource • 62.6m gross g
Slide 10: Essington-1 Ora formation testing confirms flow potential
ESSINGTON DISCOVERY Essington-1 Ora formation testing confirms flow potential Essington-1 m MDRT Total Gas % Ora Formation Testing 2500 Ora confirms Waarre A producibility 10 20 30 40 For personal use only Waarre B 1 • A new cost-effective and environmentally • Ora formation testing completed across
Slide 11: Ready to Discover
For personal use only READY TO DISCOVER. 11 ꟾ AGM Presentation 2025
Slide 12: Charlemont-1 low-risk follow-up in a proven gas fairway
CHARLEMONT – NEXT STEP Charlemont-1 low-risk follow-up in a proven gas fairway Charlemont B depth structure map – Waarre A Charlemont B RMS amplitude map – Waarre A • Charlemont B is in a proven gas fairway, on trend 2600 High with the La Bella-1 gas discovery 7km to the west. For personal use only
Slide 13: Charlemont-1: Potential to unlock Bcf prospective resource
CHARLEMONT – NEXT STEP Charlemont-1: Potential to unlock 258 Bcf prospective resource For personal use only Charlemont-1 is an exploration/appraisal well ꟷ success could unlock the broader Charlemont Trend (C-E prospects) leading up to the La Bella gas discovery. Charlemont B-E prospects have a comb
Slide 14: Regia Cluster: Maturing a 1.4Tcf frontier with new 3D seismic
REGIA CLUSTER & LONG-TERM PORTFOLIO Regia Cluster: Maturing a 1.4Tcf frontier with new 3D seismic New 3D seismic survey to mature prospectivity for the next phase of drilling The Regia Cluster contains 13 emerging leads and prospects For personal use only with a combined 1.4 Tcf17 mean prospective r
Slide 15: Optionality & scalability: development pathway on success
REGIA CLUSTER & LONG-TERM PORTFOLIO Optionality & scalability: development pathway on success A conceptual field development pathway based on risk and distance from infrastructure Distance from existing infrastructure (km) 0 10 20 30 40 50 60 70 80 90 100 110 0% For personal use only 10% 20% BRITISH
Slide 16: FY26 – OEDP Phase and beyond
NEXT STEPS FY26 – OEDP Phase 1 and beyond Positioned for success, aligned to urgent demand, and executing with precision For personal use only Phase 1 – Otway Exploration Drilling Program ✓ Essington-1 gas discovery Essington-1 exploration well ✓ Preparations for rig move to Charlemont-1 Charlemont-
Slide 17: Delivering the next frontier – Sauropod
NEXT STEPS delivering the next frontier – Sauropod Laying the groundwork for the Sauropod 3D through deeper subsurface insight WA-527-P 3D Energi Limited: 100% (operator) For personal use only FY25 Highlights Commenced planning for the revision of the Sauropod 3D Environmental Plan (EP) Commenced ma
Slide 18: Delivering future flexibility
NEXT STEPS delivering future flexibility Unlocking value through subsurface gas storage, supporting a reliable, low-carbon energy future GSEL 759 3D Energi Limited: 100% (operator) For personal use only FY25 Highlights Focus on delineation of seismic-based framework for static and dynamic modelling
Slide 19: FY25 positioned 3D Energi for significant growth in FY26
CLOSING FY25 positioned 3D Energi for significant growth in FY26 FY25 achievements have positioned 3D Energi for significant, near-term and scalable growth FY25 KEY PRIORITIES KEY OUTCOMES For personal use only Advance Otway subsurface studies leveraging Identified multi-TCF gas prospectivity across
Slide 20: Noel Newell, Executive Chairman
For personal use only Noel Newell Executive Chairman info@3denergi.com.au +61 3 9650 9866 Subscribe here to receive latest news 3D Energi Limited, Melbourne, VIC 3000, 3denergi.com.au and updates
Slide 21: Prospective Resource Tables
appendix PROSPECTIVE RESOURCE TABLES Table 1 – Summary of the Prospective Resource (Bcf) across VIC/P79 and T/49P exploration permits. Volumes represent aggregated estimates for prospect clusters. Low Best Mean High For personal use only Prospect Cluster Gross Net TDO Gross Net TDO Gross Net TDO Gro
Slide 22: Prospective Resource Tables – Charlemont Cluster
appendix PROSPECTIVE RESOURCE TABLES Table 2 – Charlemont Cluster (VIC/P79), Otway Basin, prospective resource summary (Bcf, unrisked recoverable) – Full structure Low (P90) Best (P50) Mean High (P10) Water Prospect Reservoir CoS (%) Gross Net TDO Gross Net TDO Gross Net TDO Gross Net TDO Depth (m)
Slide 23: Prospective Resource Tables – Regia Cluster
appendix PROSPECTIVE RESOURCE TABLES Table 3 – Regia Cluster (VIC/P79) prospective resource table (Bcf, unrisked recoverable) Low (P90) Best (P50) Mean High (P10) For personal use only CoS Water Prospect Reservoir Seismic Net (%) Depth (m) Gross Net TDO Gross Net TDO Gross Net TDO Gross TDO REGIA CL
Slide 24: Prospective Resource Tables – Flanagan Cluster
appendix PROSPECTIVE RESOURCE TABLES Table 4 – Flanagan Cluster (T/49P) prospective resource table (Bcf, unrisked recoverable) Low (P90) Best (P50) Mean High (P10) Water Prospect Reservoir CoS (%) Gross Net TDO Gross Net TDO Gross Net TDO Gross Net TDO Depth (m) For personal use only FLANAGAN CLUSTE
Slide 25: Prospective Resource Tables – Whistler Point Cluster
appendix PROSPECTIVE RESOURCE TABLES Table 5 – Whistler Point Cluster (T/49P) prospective resource table (Bcf, unrisked recoverable) For personal use only 25 ꟾ AGM Presentation 2025
Slide 26: Prospective Resource Tables – British Admiral Cluster
appendix PROSPECTIVE RESOURCE TABLES Table 6 – British Admiral Cluster (T/49P) prospective resource table (Bcf, unrisked recoverable) Low (P90) Best (P50) Mean High (P10) Water For personal use only Prospect Reservoir CoS (%) Depth Gross Net TDO Gross Net TDO Gross Net TDO Gross Net TDO (m) BRITISH
Slide 27: Prospective Resource Tables – Seal Rocks Cluster
appendix PROSPECTIVE RESOURCE TABLES Table 7 – Seal Rocks Cluster (T/49P) prospective resource table (Bcf, unrisked recoverable) For personal use only 27 ꟾ AGM Presentation 2025