Chariot Limited · LSE:CHAR
Chariot — Shareholder Meeting (September 2024)
15 slides from Chariot's shareholder meeting presentation, Sep 10, 2024
Slide 1: Lek a
ak Ik Lek a STENA FORTH
Slide 2: Disclaimer and Forward Looking Statements
Disclaimer and Forward Looking Statements These Presentation Materials do not constitute or form part of any invitation, offer for sale or subscription or any solicitation for any offer to buy or subscribe for any securities in the Company nor shall they or any part of them form the basis of or be r
Slide 3: Presenters
Presenters Adonis Pouroulis Duncan Wallace Julian Maurice-Williams Chief Executive Officer Technical Director Chief Financial Officer • One of the founders of Chariot, has worked • Geologist with over 20 years of experience • Chartered Accountant with over 20 years in the sector for over 30 years in
Slide 4: Africa's Energy Transition
AFRICA’S ENERGY TRANSITION ENERGY SECURITY AND SUSTAINABILITY ARE AT THE TOP OF THE GLOBAL AGENDA, AFFORDABLE, ACCESSIBLE ENERGY IS CRITICAL TO ENABLING THE ONGOING ENERGY TRANSITION >95% THIS TRANSITION IS THE SINGLE MOST IMPORTANT TOOL IN ALLEVIATING POWER POVERTY 600 M of current hydrogen people
Slide 5: Developing Scalable Energy Projects
Developing Scalable Energy Projects Core focus for the group Multiple development projects with material growth potential Delivering a strategically located and material Primary goal to get to first gas and new natural gas province in Morocco generate revenues Anchois-East Well – Ongoing New Strateg
Slide 6: 12 Month Milestones Achieved and Near-Term Catalysts
Delivering Scalable Projects and Unlocking Upside Value 12 MONTH NEAR-TERM MILESTONES ACHIEVED CATALYSTS Offshore partnership deal completed Offshore drilling and appraisal with Energean campaign ongoing Rig contract signed and drilling Onshore flow test, fast-track campaign underway at Anchois-3 we
Slide 7: Transitional Gas - Creating Value from Morocco's Natural Gas Resources
Transitional Gas - Creating Value from Morocco’s Natural Gas Resources Chariot’s Moroccan Portfolio OFFSHORE SPAIN 100 mmscfd Exploration and drilling activity on Anchois field to date realised a material imports increase in gas resources to 1.4 Tcf and development plan for the Anchois field with an
Slide 8: Anchois – Drilling Operations Ongoing
Anchois – Drilling Operations Ongoing Achieved Exploration well section Offshore partnership deal Development well section completed with Energean 150+ Rig contract signed with mmscfd Stena for Stena Forth capacity drillship Drilling campaign for the Anchois-3 well commenced A SAND ANCHOIS Next Step
Slide 9: Successful Loukos Drilling Campaign - Gas Discovery
Successful Loukos Drilling Campaign - Gas Discovery Diverse Portfolio Multiple Discoveries On-Block Achieved RJB-3 Potential for OBA-1 2 exploration wells drilled second trap up- RJB-3 Discovery dip in structure safely, on-time and on-budget c. 5 Bcf Tested 2 mmscfd OBA-1 gas discovery well being Un
Slide 10: Scalable New Venture Opportunities
Scalable New Venture Opportunities 1 Our Opportunity : Secure material position in licences adjacent to recent, giant discoveries Currently hold Progress initial scope of work a 10% Licence Back-in Right in Namibia’s Orange Basin 2 Our Expertise : Multi-Billion Operational and technical insights in
Slide 11: Providing Competitive, Sustainable and Reliable Power Solutions Across Africa
Providing Competitive, Sustainable and Reliable Power Solutions Across Africa South African electricity trading licence (Etana) has potential to unlock large renewables projects and additional revenue streams for Chariot Chariot Power to Mining Projects : being developed with under long term partner
Slide 12: Etana Electricity Trading Licence – End to End Solution
Etana Electricity Trading Licence – End to End Solution Unlocking Multiple Revenue Streams via Large Renewables Projects in South Africa 1 2 3 MINING END USERS INDUSTRY MUNICIPALITY 40MW Solar Project* Power Purchase Agreements (PPAs) Increased holding to 49% of Etana in place with: < 400MW Wind Gen
Slide 13: Project Nour – Exporting the Elements
Project Nour – Exporting the Elements Why Hydrogen, Why Now: Some of world’s best wind resources Gang of Four Key position within European market And stats on comparison Hydeal Restricted land Ambition access Spain 3.3 GW To achieve 2050 targets, IRENA states that the supply of hydrogen overall will
Slide 14: Near-Term Production and Long-Term Scalability
Near-Term Production and Long-Term Scalability Our 1st phase project is under development at OCP’s Jorf Lasfar industrial site in Northern Morocco 1 MW electrolyser proof of concept project Feasibility study at Project Nour completed in Q1 24 in Morocco with UM6P and Oort • Further defined scale and
Slide 15: Delivering a strategically located and material new natural gas basin
Delivering a strategically Exploring a new located and material new multi-billion barrel natural gas basin opportunity Developing some of the Building a world-class largest renewable energy green hydrogen projects in Africa portfolio