Tlou Energy Ltd · ASX:TOU
Tlou Energy — Shareholder Meeting (October 2023)
15 slides from Tlou Energy's shareholder meeting presentation, Oct 31, 2023
Slide 1: AGM 2023 - Power Generation in Botswana
For personal use only AGM 2023 Power Generation in Botswana Tlou Energy Limited
Slide 2: Disclaimer
Disclaimer These presentation materials and any accompanying oral presentation (together, the “Presentation Materials”) are confidential and are being supplied to you solely for your own information and may not be reproduced, further distributed, or the contents otherwise divulged, directly or indir
Slide 3: Disclaimer continued
Disclaimer continued This presentation is not a prospectus, product disclosure statement or other offer document under Australian law (and will not be lodged with the Australian Securities and Investments Commission (ASIC)) or any other law. This presentation does and will not form any part of any c
Slide 4: Disclaimer continued
Disclaimer continued Investors are advised that by their nature as visual aids, presentations provide information in a summary form and are not all inclusive or complete. You should conduct your own investigations into the completeness of the information, statements and opinions contained in the Pre
Slide 5: Tlou is developing a gas to power project in Botswana
• Tlou is developing a gas to power project in Botswana Tlou Energy ✓ Gas fired power ✓ Ancillary projects …Gas Production & Power Generation for Botswana • Strategic location in Botswana For personal use only • 10MW Power Purchase Agreement signed with BPC • Extensive environmental approvals in pla
Slide 6: Corporate Information
Corporate Information ➢ Triple listed: o Australian Securities Exchange – ASX Shareholdings o London Stock Exchange – AIM For personal use only o Botswana Stock Exchange – BSE ➢ Issued share capital: 1,043,982,357 34% ➢ Top 20 holders: ~70% Including: 29% o ILC Investments 34.2% 25% o Anthony Gilby
Slide 7: Board
Board Martin Gabaake G. Colm McIver Gabaake Cloonan For personal use only Non-Executive Chair Executive Director Finance Director & CFO Geologist, former Botswana Finance professional; 20+ years experience in finance 20+ years experience and mining services Permanent Secretary at Ministry of Mineral
Slide 8: Location
Location For personal use only Project located in Botswana’s Central District Tlou Energy Limited 8
Slide 9: Lesedi Gas-to-Power project
Lesedi Gas-to-Power project The first phase of development at Lesedi is a 10MW gas fired generation project. Production Licence secured – valid until 2042 For personal use only Environmental approval Completed 10MW Power Purchase Agreement signed with Botswana Power Corporation Generation Licence ap
Slide 10: Gas Production
Gas Production Tlou’s gas wells, referred to as ‘Dual lateral Pods’ For personal use only consist of two lateral wells that intersect with a vertical well to produce gas. Tlou Energy Limited 10
Slide 11: Power Market and Gas Reserves
Power Market and Gas Reserves Significant Regional Power Demand Gas Reserves and Contingent Resources For personal use only • Botswana(1) • 2P Reserves • Power demand (2020/21) 587 MW • ~41 Billion Cubic Feet (BCF) (2) • Net imports (2020/21) 311 GWh (~6.8 million barrels of oil equivalent (MMboe)(3
Slide 12: Independent Gas Reserves Certification
Independent Gas Reserves Certification(1) 0.35 BCF (1P) 40.8 BCF (2P) 426.6 BCF (3P) (1) (2,4) Gas Reserves Gas Contingent Resources For personal use only 1P 2P 3P 1C 2C 3C Location Project Tlou Interest (BCF) (BCF) (BCF) (BCF) (BCF) (BCF) Lesedi CBM Karoo Basin Botswana (Lower Morupule coal) 100% 0
Slide 13: Operations facility
Operations facility Tlou’s operations base includes, stores, workshop, maintenance yard, kitchen, accommodation, For personal use only helipad and medical facilities. Tlou Energy Limited 13
Slide 14: Grid Connection
Grid Connection Serowe Substation – where Tlou plans to connect its transmission line to the regional electricity grid For personal use only Poles erected along the 100 Km transmission line route Tlou Energy Limited 14
Slide 15: Power Generation in Botswana
Power Generation in Botswana ✓ Lesedi Gas-to-Power project being developed For personal use only ✓ 10MW Power Purchase Agreement (PPA) ✓ Expansion potential ✓ Gas reserves ✓ All key approvals secured Tlou Energy Limited Botswana: +267 316 0857 Australia: +61 7 3040 9084 contact@tlouenergy.com www.tl