Elixir Energy Limited · ASX:EXR
Elixir Energy — Noosa Mining Conference Virtual Presentation 2021
21 slides from Elixir Energy's conference presentation, Jul 16, 2021
Slide 1: Noosa Mining Conference Virtual Presentation
For personal use only Noosa Mining Conference Virtual Presentation 16 July 2021 ASX:EXR
Slide 2: 1. The Company
For personal use only 1. The Company 2
Slide 3: Company Overview
Company Overview For personal use only Elixir is focused on the 100% owned Nomgon IX Coal Bed Methane (CBM*) Production Sharing Contract (PSC) project in the South Gobi region of Mongolia Highly experienced CSG team – in Australia and increasingly in Mongolia Located on Mongolian/Chinese border with
Slide 4: Capital Structure / Board - Highly experienced CSG team
Capital Structure / Board Highly experienced CSG team For personal use only Richard Cottee Non-Executive Chairman Capital Structure Current (pre-raise) Former Managing Director of CSG focused Queensland Gas Corporation (QGC), taking it from market cap of $20M to $5.7B No of Shares 891M Other former
Slide 5: 2. Location and Potential
2. For personal use only Location and Potential 5
Slide 6: Located on Chinese Border
Located on Chinese Border For personal use only 6
Slide 7: Very Large PSC Area
Very Large PSC Area For personal use only Elixir’s PSC in Mongolia covers a vast area comprising approximately 30,000km2 - equivalent to the size of Belgium - December 2020 - ERCE certified Prospective Resource of 14.6 TCF (risked best case) 7
Slide 8: 3. The Project
For personal use only 3. The Project 8
Slide 9: Current State of Play – July 2021
Current State of Play – July 2021 For personal use only 1. 2. 3. 4. 5. Large First ~20 well Multi-well Stabilised Exploration and Prospective Contingent Appraisal production production test Resource (Risked Resource program in testing program is pre-cursor to best case of 14.6 matched with 2021 unde
Slide 10: Expanded Seismic
Expanded Seismic For personal use only • Expanding program of seismic acquisition to 500km of 2D in 2021 • To date, 200km acquired so far this year – now being processed and interpreted • Further acquisition of 300km to commence in next few months (post regulatory approvals) • Program will continue
Slide 11: Accelerated Drilling Program
Accelerated Drilling Program For personal use only • Accelerated drilling program to drill ~20 wells in 2021 • Exploration and appraisal targets across multiple sub-basins • Second rig introduced, notwithstanding COVID limitations • Program outcome designed to position Elixir as a leading North Asia
Slide 12: Inaugural Pilot Program
Inaugural Pilot Program For personal use only • The Pilot Program will be in two phases • Phase 1 – Stabilised water flow testing • Phase 2 – Pilot production testing • Australian experience demonstrates differently designed pilots effective in different geologies • Elixir brings international skill
Slide 13: 5. The Opportunity & Markets
5. For personal use only The Opportunity & Markets 13
Slide 14: Chinese Gas Markets
Chinese Gas Markets For personal use only De-carbonisation in China is real Gas supply alternatives to – but also realistic China face challenges In May President Xi promises Chinese imports of Australian LNG not Chinese coal use will decline in less falling – for just now…… than 5 years CNPC estima
Slide 15: Multiple Market Opportunities
Multiple Market Opportunities For personal use only Existing large-scale electricity Cash-flow generation from e.g. transmission running through electricity generation & SSLNG the PSC to China has large spare can be early and modular capacity and Mongolia’s grid needs new power sources Local mining
Slide 16: GOH Clean Energy
GOH Clean Energy For personal use only GOH Clean Energy LLC established at start of year to leverage existing skills & position into renewables and other clean energy ventures Hydrogen potential (blue and green) can leverage off superb near market location A SODAR unit has recently been imported fro
Slide 17: 6. Investment Highlights
6. For personal use only Investment Highlights 17
Slide 18: Work program now rapidly increasing
Work program now rapidly increasing For personal use only ü “Rinse & repeat” model established ü Low risk and low cost 2022 Onwards ü Leading player in country Sustained production testing ü Aiming to build a regionally material More & more ”rinse & repeat” gas resource resource adds 2021 20 wells,
Slide 19: Investment Highlights
Investment Highlights For personal use only Elixir’s ongoing success in “Rinse and repeat” Financial strength reinforces the field being followed up exploration/appraisal sustained 100% ownership with expanded program program designed to add position - to maximise future more and more resources opti
Slide 20: Important Notice & Disclaimer
Important Notice & Disclaimer For personal use only This document has been prepared by Elixir Energy Limited (ABN 51 108 230 995) (“Elixir”) in connection with providing an overview of its business to interested analysts/investors. This presentation is being provided for the sole purpose of providin
Slide 21: Investors & Media
For personal use only INVESTORS & MEDIA Neil Young Managing Director info@elixirenergy.com.au Phone +61 8 7079 5610 www.elixirenergy.com.au www.elixirenergy.com.au
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