Brookside Energy Limited · ASX:BRK
Brookside Energy — Investor Presentation (July 2025)
17 slides from Brookside Energy's investor presentation, Jul 7, 2025
Slide 1: Investor Presentation July 2025
Investor Presentation July 2025 For personal use only Grow production. Build scale. Return capital. 2024 Annual Production FFD Forecast Target 1,400 Barrels of oil 6,300 Barrels of oil equivalent per day equivalent per day ASX: BRK | OTC Pink: RDFEF | NYSE AMEX: Coming Soon brookside-energy.com.au
Slide 2: Disclaimer
Disclaimer Forward-looking Statements and Other Disclaimers Reserves Cautionary Statement For personal use only This announcement may include forward-looking statements. Forward-looking statements are only Oil and gas reserves and resource estimates are expressions of judgment based on knowledge, pr
Slide 3: Investment Highlights
Investment Highlights Proven, high-margin production in world-class Anadarko Basin Scaled, HBP-operated Drilling Spacing Units (DSUs) in the core of the SWISH Play For personal use only High-impact growth optionality plus active leasing success Strong balance sheet with no debt, A$13 million in cash
Slide 4: Key Elements of the Strategy
Key Elements of the Strategy Grow production, Build scale and Return capital For personal use only Consistent execution since SWISH discovery. Brookside has delivered across all three pillars of its strategy since unlocking the SWISH Play. Grow Production: Zero to ~2,000 BOE/day from nine horizontal
Slide 5: Opportunity: Valuation Disconnect
Opportunity: Valuation Disconnect Trading at significant discount to United States listed peers - US$2.40/BOE EV/1P Reserves For personal use only Global Energy Sentiment at Multi-year Low. Institutional exposure to energy remains near the lowest levels in 15+ years, with fund managers more underwei
Slide 6: Track Record of Execution
Track Record of Execution Leasing-led strategy (launched 2018): Built position from the ground up - secured five operated DSUs in the core of the For personal use only high-value SWISH Play. Operational performance: Nine horizontal wells drilled, completed and turned to sales ahead of schedule and u
Slide 7: High-Impact, Liquids-Rich Core Acreage
High-Impact, Liquids-Rich Core Acreage 5,000 net acres across five operated DSUs in the core of the SWISH Play (southern SCOOP, Anadarko Basin, For personal use only Oklahoma). Over 2.75 MMBOE produced from Brookside-operated wells since 2020. Targeting the Sycamore Lime and Woodford Shale, with eme
Slide 8: SWISH Play Reserves
SWISH Play Reserves 12.4MMBOE SWISH Play, independently certified Oil (Bbls) NGL (Bbls) Gas (Mcf) BOE Net Reserves1. For personal use only PDP 736,131 735,389 7,090,355 2,653,246 PDNP 7,897 - 18,220 10,934 58% liquids - high-value Proved Reserves weighted PUD 756,398 660,133 5,412,249 2,318,573 towa
Slide 9: Emerging Sub-Plays, Stacked Upside
Emerging Sub-Plays, Stacked Upside Two new sub-plays identified within SWISH Play: Generalized stratigraphic column for the Anadarko Basin and the Southern Oklahoma Fold Belt Provinces: USGS 2014 Simpson Group sands and Caney Shale For personal use only Southern Anadarko Basin Modern horizontal dril
Slide 10: Full Field Development Scenario
Full Field Development Scenario Full Field Development: Growth funded and free cash flow inflection point reached by FY2029. For personal use only Net production peaks at 6,300BOEPD and averages 5,000BOEPD for FY2029 Assumes development of all PUDs by FY2029 with FCF Inflection Point US$40m. p.a. FC
Slide 11: Inventory Preservation Scenario
Inventory Preservation Scenario Maintains maximum flexibility in a volatile pricing environment. For personal use only Preserves precious high-margin inventory to be developed into higher prices. Cum. FCF equals Optionality to re-direct free cashflow to capital current Mkt. Cap returns and further i
Slide 12: 2H2025 Catalysts
2H2025 Catalysts Unlocking Value, Driving Visibility For personal use only United States Market Expansion: NYSE American ADR listing targeted for 2H2025 United States investor engagement and roadshows to get underway Capital Return Program: New on-market buy-back (up to 5% of issued capital) to be e
Slide 13: Capital Structure and Liquidity
Capital Structure and Liquidity Capital Structure Share Price Performance ($A) June 2025 12-months to July 2025 For personal use only ASX Code BRK OTC Code RDFEF Shares Outstanding 96.1 million Market Capitalization A$38 million (US$25 million) Cash A$13 million (closing cash 1Q2025) Debt Nil Credit
Slide 14: Board and Management Team
Board and Management Team Deep United States Oil and Gas Experience. Board For personal use only Decades of combined experience across United States upstream oil and gas, with a focus on unconventional resource Managing Director and CEO plays. Track record of value creation through exploration, deve
Slide 15: Investment Highlights
Investment Highlights Proven, high-margin production in world-class Anadarko Basin Scaled, HBP-operated Drilling Spacing Units (DSUs) in the core of the SWISH Play For personal use only High-impact growth optionality plus active leasing success Strong balance sheet with no debt, A$13 million in cash
Slide 16: Connect with us.
Connect with us. For personal use only Join the conversation www.x.com/BrooksideEnergy Follow us www.linkedin.com/company/ brookside-energy-limited eNews Subscribe to our e-news: www.relait.brookside- energy.com.au/announcement- dashboard David Prentice Managing Director and CEO david@brookside-ener
Slide 17: Appendix: Key Terms & Abbreviations
Appendix: Key Terms & Abbreviations TERM DEFINITION ADR American Depositary Receipt – enables US investors to trade foreign stocks For personal use only BOE Barrels of Oil Equivalent – standardized measure of oil and gas volume BOEPD Barrels of Oil Equivalent per Day – daily production rate CAPEX Ca