Botala Energy Ltd. · ASX:BTE
Botala Energy — Investor Presentation (June 2025)
12 slides from Botala Energy's investor presentation, Jun 26, 2025
Slide 1: A Diversified Energy Company: Progressing to commercial production and revenue generation
For personal use only A Diversified Energy Company Progressing to commercial production and revenue generation June 2025 | Investor Presentation | Kris Martinick, CEO ASX & BSE: BTE
Slide 2: Disclaimer
Disclaimer This document contains a summary of information about Botala Energy Ltd (ACN 626 751 620) (Botala Energy or Company) and its activities that is Statements contained in this document, including but not limited to those regarding the possible or assumed future costs, performance, dividends,
Slide 3: Corporate Snapshot
Corporate Snapshot • 100% owner and operator Serowe CBM Project Board & Management Capital Structure (Sharpay Enterprises (Pty) Ltd) (as at 24 June 2025) For personal use only • ASX and BSE Listed with Perth and Gaborone offices Kris Martinick • Operational team in Gaborone and Serowe CEO Current Sh
Slide 4: Botala; Right Place, Right Time
Botala; Right Place, Right Time Serowe Project Acquisition – Farmed into Strata-X in 2019 & purchased remaining 30% of the Serowe CBM Project from PH2 • Botala retains 100% of the project For personal use only Exploration & Appraisal – Drilled 11 exploration and appraisal wells. Recertification resu
Slide 5: Why Botswana?
Why Botswana? Enabling a successful, secure and sustainable energy future • Stable, investment-friendly democracy For personal use only • Established mining jurisdiction with clear regulatory framework • Proximity to major South African industrial hubs (Greater Johannesburg ) • Facing immediate regi
Slide 6: What is Coal Bed Methane (CBM)
What is Coal Bed Methane (CBM) How Easy Is It? • Coal Bed Methane (CBM) = natural gas from coal seams For personal use only • Very simple drilling & completion compared to conventional gas: – No complex pressure management – No high-cost offshore rigs – No deep drilling • Simplified well design allo
Slide 7: Transitioning from Appraisal to Production
Transitioning from Appraisal to Production Parallel key milestone workstreams For personal use only Pitse – Flowrates (Ongoing) Mining Licence Off-Take Partnership FID Execution & Production Bankable Feasibility Study (ongoing) 7 Investor Presentation | June 2025 | A Diversified Energy Company
Slide 8: The Business Case - Why This Works
The Business Case - Why This Works • Low well costs • South Africa facing >50 PJ/year gas shortage by 2028 For personal use only • Indigenous production cost in Botswana $1.5-3/GJ • *Regional & International landed gas prices $13.43 - $13.97/GJ • Industrial users desperate for long-term supply secur
Slide 9: Market Timing - The Southern Africa 2028 Gas Cliff
For personal use only Market Timing - The Southern Africa 2028 Gas Cliff Sasol’s Announcement: – Reducing gas supply by mid-2028 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 Out
Slide 10: Conclusion - A Capital-Efficient Opportunity
Conclusion - A Capital-Efficient Opportunity •Ultra-low capex Serowe 3.3 offsets moderate Serowe 3.5 flowrates For personal use only Serowe 3.2 Serowe 3.4 •Revenue secured with long-term offtake Serowe 3.1 •Expansion-ready with multiple strategic partners CAMP •Major economic benefit for Botswana •S
Slide 11: Disclaimer: Prospective Resources Cautionary Statement
Disclaimer Prospective Resources Cautionary Statement 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 For personal use only accumulations. These estimates have both a risk
Slide 12: Thank you / Contact Us
Ke A Leboga For personal use only T h an k y ou Contact Us Wolf Martinick P +61 417 942 466 E wolf.martinick@botalaenergy.com.au Kris Martinick P +61 421 322 737 E kris.martinick@botalaenergy.com.au botalaenergy.com ASX & BSE: BTE