Kinetiko Energy Ltd. · ASX:KKO
Kinetiko Energy — Investor Presentation (September 2012)
16 slides from Kinetiko Energy's investor presentation, Sep 10, 2012
Slide 1: Kinetiko Energy Ltd Presentation September 2012
For personal use only Kinetiko Energy Ltd Presentation September 2012 ASX: KKO www.kinetikoenergy.com.au 1
Slide 2: Disclaimer
Disclaimer For personal use only This document should be read in conjunction with any other available information on Kinetiko Energy Ltd. This document is a summary only and does not include all information about the Company’s assets and liabilities, financial position and performance, profits and l
Slide 3: Company's Projects
Company’s Projects Kinetiko Energy Limited (ASX code: KKO) is an Australian listed gas company focused on the exploration For personal use only and development of coal bed methane (CBM) and gas in South Africa Amersfoort Project (KKO 49%) 1,601 km2 of CBM exploration rights BEE partner Badim
Slide 4: Great Neighbourhood
Great Neighbourhood The Amersfoort project and adjoining TCP’s For personal use only represent 11,904km2 of contiguous land holding in the heartland of South African infrastructure and energy markets. The Amersfoort project is ~200kms from largest population city of Johannesburg. South African
Slide 5: Exploration Success
Exploration Success 10 exploration holes completed, average total depth 400m For personal use only with coal bed methane and natural gas (trapped above coals) identified in every hole. Desorption data indicates gas flows potential, pilot wells prove the gas flows. Water volumes are expected to
Slide 6: Months of exceptional growth
12 months of exceptional growth Date Achievement For personal use only 21 Jul 2011 KKO lists on ASX – acreage of 1,864 km2, GIP 1.7tcf (P50) 27 Sep 2011 Drilling commences on Amersfoort Project 27 Sep 2011 TCP 37 (Technical Cooperation Permit) application (4,200 km2) 7 Oct 2011 TCP 38 application (1
Slide 7: Months of exceptional potential
12 months of exceptional potential Anticipated Milestone* (target only) Date For personal use only 2012 Aug Exploration drilling on Volksrust tenement continues Pilot production wells commence (spud) on Amersfoort Sep tenement Sep Commercialisation studies (inc PwC & RISC reports) Dec Possible Amers
Slide 8: Amersfoort Project Indicative Timeline
Amersfoort Project Indicative Timeline Anticipated operational activity For personal use only 2012 2013 2014 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Exploration drilling Gas desorption Pilot production wells Apply for production rights Field Appraisal Production phase 1 Production Ramp up 2014+ 8 Kinetiko Ene
Slide 9: Amersfoort Project Upstream Team
Amersfoort Project Upstream Team The Amersfoort project team has grown fast For personal use only Exploration (Technical) Sustainability Operations Technical Geologist Engineering Water Environme Land & Director nt Owner JV Director Liaison A. Lambert J. Searle P.Tromp S. Thomson D. Thomson A. De To
Slide 10: South African gas market
South African gas market Gas sourced overland from Mozambique feeds For personal use only the industrial heartland of South Africa, pipeline (~400million scf/day) near capacity. 90% power reliance on coal, new energy mix aims to introduce gas. Increasing coal cost and rapidly rising electricit
Slide 11: Amersfoort Project gas market – significant large scale options
Amersfoort Project gas market – significant large scale options 300km radius from Amersfoort Project* For personal use only Sasol Pipeline Transnet pipeline Rompco Pipeline Major Roads Major Transmission Lines Railways Power stations Mines 100km 200km 300km 400km 11 *Gas Market Study, PwC, September
Slide 12: Amersfoort Project – potential customer options
Amersfoort Project – potential customer options Max scale in Speed to Enabling BCF market Factors (inc For personal use only months barriers) Key commercialisation options L= >1,000 Fast= <36 M= 100-1,000 Med= 36-48 S= <100 Slow= >48 Pipeline Gas to Eskom's Majuba Power State owned monopoly - requir
Slide 13: South Africa - Risk Mitigation
South Africa - Risk Mitigation The need for new energy is prioritised above other sectors, For personal use only annualized GDP growth is 3.2% and forecast to grow Existing energy sources have limited or no growth. Shale Gas moratorium expected to be lifted soon BEE partner Badimo Gas and its
Slide 14: International CBM peer comparison
International CBM peer comparison Kinetiko European Gas Great Eastern Green Dragon Far East Energy IGas Energy Energy Ltd Limited Energy Gas For personal use only Market Cap (AUD$m) 21 30 62 176 476 486 Tenure (km2) 18,992 7,910 4,456 1,556 877 7,567 Location South Africa Europe, Australia China UK
Slide 15: Corporate snapshot – Why Invest
Corporate snapshot – Why Invest Corporate snapshot Last Price $0.19 Resource to 3P & 2P Reserves focus For personal use only Shares on issue 110m Market Cap. $19.8m First mover advantage in CBM and Gas in South Africa (poised 52 Week High $0.25 for growth towards a balanced portfolio) 52 Week Lo
Slide 16: For personal use only
For personal use only ASX: KKO www.kinetikoenergy.com.au 16
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