Botala Energy Ltd. · ASX:BTE
Botala Energy — IGUA-SA (Industrial Gas Users Association of Southern Africa) (November 2024)
14 slides from Botala Energy's conference presentation, Nov 25, 2024
Slide 1: Empowering Progress
EMPOWERING PROGRESS For personal use only Botala Energy Ltd IGUA - SA, 25 November 2024 CEO Kris Martinick
Slide 2: Disclaimer
Disclaimer This document contains a summary of information about Botala Energy Ltd (ACN 626 751 620) may be acquired in the future, will result in the discovery of an economic resource. Even if an Not a recommendation or financial product advice (Botala Energy or Company) and its activities that is
Slide 3: Reporting Notes
Reporting Notes Prospective Resources Cautionary Statement For personal use only For prospective resources, the estimated quantities of petroleum that may potentially be recovered by the application of a future development project(s) relate to undiscovered accumulations. These estimates have both a
Slide 4: Evolution of CBM Gas in Botswana
Evolution of CBM Gas in Leupane Energy Hub Botswana Serowe Energy Hub 10MW Gas Phase 1. 250MW Gas Discovery – First discovered early 2000s. 10MW Solar 500MW Solar Initially, emulate Queensland, Australia, For personal use only by exporting gas via pipelines for LNG Orapa 90MW Gas trains to Asia. Pow
Slide 5: Botala Energy's Competitive Advantage
Botala Energy’s Competitive Advantage a. 100% Ownership of Serowe Coal Bed Methane For personal use only (CBM) Project: Acquired remaining 30% from Pure Hydrogen to streamline operations and planning. b. Project Robustness: technical and commercial viability: • Resources: 7 Tcf Prospective Resource
Slide 6: Development Programme
Development Programme 2024 2025 2026 2027+ For personal use only Pitse Target Procurement and Construction First LNG BFS First Gas 100TPD LNG Production ~1.6PJ/A Target BFS Construction and Procurement Expansion Second Gas 800TPD LNG Production ~ 12.8PJ/A EMPOWERING PROGRESS
Slide 7: Serowe-3 Flaring Milestone
Serowe-3 Flaring Milestone ▪ 1Gas flared at Serowe 3.1 well ▪ Flow-testing reaches appraisal milestone For personal use only ▪ Gas pressure continuing to increase ▪ Flowing Serowe 3.1: critical in proving commercial viability of gas and Mining Licence application Botala Executive team meeting with B
Slide 8: Project Pitse – Commercial Pilot Programme
Project Pitse – Commercial Pilot Programme Serowe-3.1 Currently flowing S-1 For personal use only Serowe 3.4 To be reamed and commence flowing in S-5 S-2 December 2024 S-4 Serowe 3.4B and Serowe 3.5B commissioning to start of S-3 Q1/2025 Timeline1 Q3 2024 / 2025 2025 / Q1 Q2 EMPOWERING PROGRESS 1Tim
Slide 9: Primary Target – Upper Coal Seams
Primary Target – Upper Coal Seams × High Cost Low Cost × Complex Simple For personal use only × Deep More Coal EMPOWERING PROGRESS
Slide 10: Botala's Certified Gas Resource
Botala’s Certified Gas Resource1 Gross (100% Ownership) Volumes in BCF Net of Royalties For personal use only (Billions of Cubic Feet) Low Estimate Best Estimate High Estimate Contingent Resources 363 454 544 Prospective Resources 5,334 7,112 8,890 1Unrisked Contingent and Prospective Resources; ind
Slide 11: S3-4 Cores Serowe Coal
S3-4 Cores Serowe Coal Cleaty Vitrinite 359m Vitrinite From 361m Calcite filled fractures with cleats and bedding planes For personal use only Slightly less bright corresponds to wireline with Calcite filled lower resistivity compered to veins along more cleated and vitreous planes within a sections
Slide 12: Project Pitse: Pathway to Commercial Gas
Project Pitse: Pathway to Commercial gas Mining Technical Market 1st Revenue Licence For personal use only ✓ Cores ✓ EIA • 1LNG plant – local and Regional Markets ✓ Coal volumes ✓ Fin model • Gas Sales Agreements – Regional Markets ✓ Gas content ✓ Feasibility • Solar to Botswana Power Corporation •
Slide 13: Gas Price Offering
Gas Price Offering For personal use only 1Volume Pricing 2Timing (PJ/A) 1.6 LNG at cost + 15% First Mover 5 LNG at cost + 30% 2027 + 10 LNG indexed 2030 + Currently in advanced negotiations with 6 off-takers for tranches 1 and 2. 1LNG off-takes are based on standardised LNG plants which are fabricat
Slide 14: Thank You
Botala Energy Ltd For personal use only Ke A Leboga Thank You botalaenergy.com info@botalaenergy.com.au
Botala Energy — IGUA-SA (Industrial Gas Users Association of Southern Africa) (November 2024) on 6ix