Gold Hydrogen Ltd. · ASX:GHY
Gold Hydrogen — Investor Presentation (December 2023)
25 slides from Gold Hydrogen's investor presentation, Dec 7, 2023
Slide 1: Gold Hydrogen: Aiming to Develop Naturally Occurring Australian Hydrogen and Helium
For personal use only Gold Hydrogen Aiming to Develop Naturally Occurring Australian Hydrogen and Helium Gold Hydrogen Limited 6 December 2023 Investor Presentation 1
Slide 2: Important Notice & Disclaimer
Important Notice & Disclaimer This presentation is not a prospectus, disclosure document or offering document under Australian law or under any other law. It is This presentation contains statistics, data and other information pertaining to Gold Hydrogen’s business and operations. Recipients for inf
Slide 3: Contents
Contents For personal use only Executive Summary 4 Industry Overview 5 Company Overview 11 Key Team 21 Gold Hydrogen Limited 3
Slide 4: Executive Summary - Low Cost, Natural Hydrogen
Executive Summary - Low Cost, Natural Hydrogen Certified Prospective Resource for natural hydrogen with an Title over natural hydrogen resource unrisked Best Estimate of 1.3 billion kilograms (Refer Slide 13 for occurrences and prospective areas For personal use only details) Ramsay Project 7,820 km
Slide 5: Industry Overview
For personal use only Industry Overview 5 Gold Hydrogen Limited 5
Slide 6: Global Hydrogen Forecast
Global Hydrogen Forecast Substantial investment laying the foundation for hydrogen use Global Hydrogen Demand by Sector, Net Zero Emissions For personal use only Target Scenario (Mt) 527 A$629B 31 Projected annual investment on 102 hydrogen projects in A$184B 2050 Projected annual 207 investment on
Slide 7: Key Trends Driving Hydrogen Adoption
Key Trends Driving Hydrogen Adoption For personal use only Most hydrogen used today is in the production of ammonia and steel, or by oil refineries Future growth projections are based on a number of key trends that are driving adoption ESG investment and Technological advances Hydrogen enhances Use
Slide 8: Types of Hydrogen Production
Types of Hydrogen Production Naturally occurring Hydrogen offers a significant cost and / or carbon advantages relative to other Hydrogen production (manufacturing) processes For personal use only Gold Hydrogen is exploring for ‘gold’ or ‘white’ (natural) Hydrogen Gold / White Grey Black/Brown Blue
Slide 9: Global Helium Forecast
Global Helium Forecast • Demand for helium continues to increase, with the market For personal use only expected to grow 5-6% CAGR over the next 5 years. • Helium’s unique properties give it a widespread usage across significant growth industries including medical, scientific research, space explora
Slide 10: Global Helium Projects
Global Helium Projects Gold Hydrogen’s Ramsay 1 & 2 exploration wells found Helium in addition to the 73% Hydrogen identified For personal use only Ramsay 1 & 2 helium % range Gold Hydrogen currently has insufficient data for the generation of a prospective resource for Helium. This will be an ongoi
Slide 11: Company Overview
For personal use only Company Overview 11 Gold Hydrogen Limited 11
Slide 12: Ramsay Well: Results
Ramsay 2 Well: Results • Good returns and excellent mudgas samples from 100m to 1068m (well TD), demonstrating the efficient mudgas For personal use only measuring process. • Higher quality samples obtained with less air contamination. • Hydrogen seen in all samples, with little impurities other tha
Slide 13: Gold Hydrogen Prospective Resources
Gold Hydrogen Prospective Resources Certified Prospective Hydrogen Resources, existing discoveries and American Beach -1 Hydrogen Discovery Ramsay -1 drill ready hydrogen prospects (calculated volume not determined) Hydrogen Discovery Flowed 70% H2 @ 290m Flowed 84% H2 @ Unrisked Prospective Hydroge
Slide 14: Key Success Factors
Key Success Factors Ramsay Project ticks the boxes in respect of the key attributes for the formation and accumulation of Natural Hydrogen For personal use only Key Success Factor Ramsay Project Via hydrolysis and Located at the Gawler craton of South Australia, where Source & radiolysis reactions i
Slide 15: Gold Hydrogen Activity Since Inception
Gold Hydrogen Activity Since Inception • 1920s - 1930s: Before Gold Hydrogen was formed, natural Hydrogen reported at 66% and 89% while drilling for oil For personal use only • 2020: Gold Hydrogen formed, leases obtained • 2020-2022: ongoing G&G desk- top work including seismic Ramsay 1 drill site a
Slide 16: Large Scale Commercialisation Opportunity
Large Scale Commercialisation Opportunity For personal use only Gold Hydrogen Pty Ltd (Confidential) 16 Gold Hydrogen Limited 16
Slide 17: Helium – Potential Early Commercialisation Opportunity
Helium – Potential Early Commercialisation Opportunity • Initial test results indicating the potential for commercial concentrations of helium may provide Gold Hydrogen with For personal use only an early commercialisation opportunity. • If flow tests are successful, Gold Hydrogen may look to separa
Slide 18: Transaction Overview
For personal use only Transaction Overview Gold Hydrogen Limited 18
Slide 19: Capital Raise
Capital Raise Offer details Offer structure and Institutional placement to professional and sophisticated investors to raise approximately A$14.8 million via the issue of For personal use only size approximately 19.7 million fully paid ordinary shares (‘New Shares’) under Gold Hydrogen’s current pla
Slide 20: Source & Use of Funds
Source & Use of Funds Table below outlines the use of funds for the two-year exploration work plan. • Gold Hydrogen remains well funded with Source of Funds Amount ($M) For personal use only approximately $9.70m of cash, despite • Working Capital Position $9.70 fast-tracking its maiden drilling camp
Slide 21: Key Team
For personal use only Key Team 21 Gold Hydrogen Limited 21
Slide 22: Key Management
Key Management For personal use only Neil McDonald Roger Cressey Karl Schlobohm Josh Whitcombe Founder & Managing Director Executive Director, Commercial & Operations Company Secretary & Chief Financial Officer Chief Operating Officer Neil McDonald has more than 20 years of extensive commercial Dr J
Slide 23: Board of Directors
Board of Directors For personal use only Neil McDonald Alexander Downer Katherine Barnet Roger Cressey Founder & Independent Independent Executive Director, Managing Director Non-Executive Chair Non-Executive Director Commercial & Operations • Neil McDonald has more than 20 years • Alexander Downer
Slide 24: Gold Hydrogen Summary
Gold Hydrogen Summary For personal use only Title over reported natural hydrogen resource Certified Prospective Resource for natural hydrogen with an unrisked Best occurrences Estimate of 1.3 billion kilograms (Refer Slide 13 for details). Ramsay Project 7,820 km2 (green on map) is 100% owned by Gol
Slide 25: Neil McDonald, Managing Director
For personal use only Neil McDonald Managing Director neil@goldhydrogen.com.au +61 0 421 331 933 goldhydrogen.com.au Gold Hydrogen Limited 25
Gold Hydrogen — Investor Presentation (December 2023) on 6ix