Amplitude Energy Limited · ASX:AEL
Amplitude Energy — Investor Presentation (September 2025)
12 slides from Amplitude Energy's investor presentation, Sep 2, 2025
Slide 1: Offshore Otway Basin Investor Seminar
For personal use only Offshore Otway Basin Investor Seminar 2 September 2025
Slide 2: Disclaimer
Disclaimer This document contains summary information about Amplitude Energy and its activities as at the date of this document and should not be considered to be comprehensive or to comprise all the information which a shareholder or potential investor in Amplitude Energy may require in order to de
Slide 3: Amplitude Energy overview
Amplitude Energy overview East Coast Supply Project (ECSP) to provide much-needed gas supply to the domestic east coast market and transform AEL’s portfolio. The ECSP is comfortably funded from organic cash generation and available liquidity1. Integrated operator across Gippsland & Otway Basins Stro
Slide 4: Investment in Otway Basin growth
Investment in Otway Basin growth A number of operators have identified the Otway Basin as a strategic gas supply source for Australia’s domestic market Strategic, yet underexplored, gas supply basin for the tight domestic market Offshore Otway Basin, all operators2 For personal use only Basin rein
Slide 5: Exploration success rates in AEL's Offshore Otway Basin acreage are world class
Exploration success rates in AEL’s Offshore Otway Basin acreage are world class 94% success rate for seismic amplitude-supported prospects in Otway Basin licences ECSP prospects identified using modern seismic interpretation Otway Basin, top Waarre Formation prospective resource highlights1 techni
Slide 6: ECSP: Brownfield project on track to supply the market in 2028
ECSP: Brownfield project on track to supply the market in 2028 Unlocking supply from the Offshore Otway Basin through highly-prospective gas fields and use of existing infrastructure Otway Basin Low-risk 3-well exploration & development program For personal use only Prioritising backfill for the A
Slide 7: ECSP is a phased near-field tie-in campaign
ECSP is a phased near-field tie-in campaign Appropriate levels of activity allowance and contingency are embedded in cost estimates, rapidly de-risking as phases are completed $450,000 $400,000 For personal use only From the first year of plateau production, ECSP FID $350,000 Juliet-1 Annie-2 has th
Slide 8: Multi-phase asset realisation in the Otway Basin
Multi-phase asset realisation in the Otway Basin Otway Basin provides clear running room for potential exploration and development campaigns well into the 2030s Potential Otway growth phases Illustrative production growth profile, on success (100% gross, TJ/d) For personal use only Current Athena Ga
Slide 9: Urgent demand for new domestic gas supply
Urgent demand for new domestic gas supply Local gas production is a far cheaper & lower emissions option than LNG imports to address the looming supply gap in Southeastern Australia Australian Southern States contracted gas prices, A$/GJ Southern States AEMO supply forecast, PJ p.a.3 For personal us
Slide 10: Appendix
For personal use only Appendix
Slide 11: Illustrative Group net debt trajectory to first gas
Illustrative Group net debt trajectory to first gas (indicative only, not guidance) Based on preliminary indicative ECSP cost estimates (three well success case) & illustrative underlying organic cashflow generation Net debt A$mm For personal use only Indicative only and does not constitute net de
Slide 12: Otway exploration opportunities
Otway exploration opportunities High quality, low risk prospects in amplitude-supported play Otway Basin, Top Waarre Formation Prospective Resource Summary1 For personal use only AEL Low (P90) Best (P50) Mean High (P10) Prospect Permit Pg4 equity (%) Gross2 Net3 Gross2 Net3 Gross2 Net3 Gross2 Net3 E
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