Botala Energy Ltd. · ASX:BTE
Botala Energy — Shareholder Meeting (November 2024)
12 slides from Botala Energy's shareholder meeting presentation, Nov 28, 2024
Slide 1: Empowering Progress – AGM, 28 November 2024
EMPOWERING PROGRESS For personal use only Botala Energy Ltd AGM, 28 November 2024 Botala 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: Year in Review
Year in Review Exploration & Appraisal – Recertification resulted in 42% increase in 2C to 454bcf ▪ Desorption testing generated highly encouraging results; samples currently in crushing test. For personal use only ▪ Gas sampling with impressive results low CO2 (0.5%) and containing Iso-Butane (0.1%
Slide 5: Botala – Diversified Energy Company
Botala – Diversified Energy Company Botala Energy Ltd • Primary Undertaking For personal use only • Focus of development planning • Pathway to commercialisation Gas Company • No further funding required Serowe Gas Project Solar Energy • Free carried on Leupane 454bcf (2C) • Option to sell Farm-in •
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: The 2027 Gas Cliff - Southern Africa
The 2027 Gas Cliff - Southern Africa Sasol’s Announcement: For personal use only Reducing gas supply by June 2026 (2027) due to depleted Mozambican gas fields (Pande and Temane). 3400 PJ of gas by 2030 *Electricity Demand: 100GW of new capacity needed by 2030 (Source*IEA African Energy Outlook 2022)
Slide 8: Gas Price Offering
Gas Price Offering For personal use only Volume Pricing Timing (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.
Slide 9: Project Pitse Overview
Serowe-3.3 Serowe-3.5 Serowe-3.4 Serowe-3.2 For personal use only Serowe-3.1 Camp Project Pitse Overview
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: 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 12: Thank You
Botala Energy Ltd For personal use only Ke A Leboga Thank You botalaenergy.com info@botalaenergy.com.au