Tmk Energy Limited · ASX:TMK

Tmk Energy — RIU Good Oil and Gas Energy Presentation (September 2025)

17 slides from Tmk Energy's conference presentation, Sep 10, 2025

  1. Slide 1: Natural Gas – A New Energy Supply for Mongolia

    TMK ENERGY LIMITED (ASX:TMK) For personal use only NATURAL GAS – A NEW ENERGY SUPPLY FOR MONGOLIA 10 September 2025 Dougal Ferguson Chief Executive WWW.TMKENERGY.COM.AU

  2. Slide 2: Disclaimer

    DISCLAIMER This document is for information purposes only. It is not a prospectus, disclosure document or offering document under Australian law or under any other law and does not constitute an offer or invitation to apply for securities. This document is not an offer of securities for subscription

  3. Slide 3: Gurvantes XXXV Natural Gas Project Overview

    GURVANTES XXXV NATURAL GAS PROJECT PROJECT OVERVIEW Location map of TMK’s Gurvantes XXXV CSG Project Location South Gobi Basin, Mongolia Production Sharing Contract (PSC) / Description For personal use only Exploration License Size ~8,400km2 TMK Interest 100% Status Exploration and Appraisal • High

  4. Slide 4: Measuring Up: Scale That Speaks Volumes

    MEASURING UP: SCALE THAT SPEAKS VOLUMES The Gurvantes XXXV Project has a total area of approx. 8,400km 2 The Maiden Contingent Resource (2C) was delivered from just For personal use only 75km 2 and has a (2C) Maiden AVERAGE LUCKY FOX PILOT WELL DEPTH Contingent Resource of ~454 m 1.2 TCF 442 x BROOK

  5. Slide 5: Our Company: Board & Management

    OUR COMPANY BOARD & MANAGEMENT Proven leaders with extensive industry expertise For personal use only John Warburton Tim Wise Non-Executive Chair Non-Executive Director and a history of delivering results Glenn Corrie Dougal Ferguson Non-Executive Director Chief Executive Officer Gema Gerelsaikhan B

  6. Slide 6: Corporate Snapshot

    CORPORATE SNAPSHOT TMK Energy Limited (as of 4 September 2025) Share Price $0.003 Goal: To build a gas industry in Mongolia on the back of the largest discovered contingent gas resource Market Capitalisation ~$30.6M Shares on Issue ~10.2 billion For personal use only 0.0045 250,000,000 Listed Option

  7. Slide 7: TMK - Leveraged to the Upside

    TMK - LEVERAGED TO THE UPSIDE ▪ TMK has advanced from an early-stage gas exploration company in 2022 to being on the brink of proving up a significant 1.2 TCF (2C) coal seam gas (CSG) resource in Mongolia adjacent to China and its growing demand for energy For personal use only ▪ ~US$15M already inv

  8. Slide 8: Rapidly Moving Forward

    RAPIDLY MOVING FORWARD PROJECT HAS BEEN SUBSTANTIALLY DE-RISKED FOLLOWING A NOV 2024 STAGED APPROACH TO EXPLORATION & APPRAISAL Pilot Well Phase 2 drilling JUL 2025 completed Seventh pilot APR 2023 production well For personal use only SEP 2022 DEC 2023 DEC 2024 FEB 2022 Pilot well commenced Seven w

  9. Slide 9: First Pilot Project – Job Done

    FIRST PILOT PROJECT – JOB DONE ▪ Investment phase completed - no material additional capital required to demonstrate proof of concept ▪ Seven Pilot Wells drilled and completed with; For personal use only ▪ gas flowing from all production wells (including LF-07) ▪ reservoir pressure declining ▪ eleva

  10. Slide 10: Pilot Well Project – The Details

    PILOT WELL PROJECT – THE DETAILS PRODUCTION WELL LF-01 LF-02 LF-03 LF-04 LF-05 LF-06 LF-07 TOTAL DEPTH 375m 407m 515m 503m 480m 475m 420m NET COAL THICKNESS 61m 62m 68m ~60m ~60m ~60m ~56m DATE DRILLED April 2023 May 2023 May 2023 Nov 2024 Oct 2024 Oct 2024 August 2025 For personal use only PRODUCTI

  11. Slide 11: Key Deliverables Being Met

    KEY DELIVERABLES BEING MET  Added 4 Pilot Production Wells – a 133% increase from 3 wells to a total of 7 pilot wells For personal use only  Increase gas flows – pressure data collected in 1H 2025 indicate reservoir pressure continuing to decline. Elevated focus on reservoir management techniques

  12. Slide 12: CSG Production Methodology

    CSG PRODUCTION METHODOLOGY  Establish high water production rates  High water rates are a proxy for good permeability For personal use only  Extract as much water as possible over as shorter time frame as possible  Limit any potential reservoir damage and/or pump blockages by not pumping too har

  13. Slide 13: Pathway to Critical Desorption

    PATHWAY TO CRITICAL DESORPTION  Pressure reduction is happening Indicative Pilot Well Project pressure reduction Pressure build up tests completed to date indicate consistent pressure declines since wells were placed on For personal use only production  Early gas flows from all wells Gas begins fl

  14. Slide 14: Expanding Resources Through Exploration

    EXPANDING RESOURCES THROUGH EXPLORATION ▪ Maiden Resource of 1.2 TCF (2C) delivered from only five low-cost exploration wells ▪ 2025 exploration program designed to demonstrate For personal use only further prospectivity along strike and add to contingent resource (2C) portfolio ▪ 2025 exploration p

  15. Slide 15: Domestic Supply Opportunity

    DOMESTIC SUPPLY SOUTH GOBI PROVINCE OPPORTUNITY ENERGY INFRASTRUCTURE SOUTH GOBI ▪ The capital of Mongolia, Ulaanbaatar, is heavily MONGOLIA polluted and has recently initiated policy directives For personal use only aimed at reducing pollution in Ger Districts through use of natural gas ▪ Significa

  16. Slide 16: China Supply Opportunity

    CHINA SUPPLY OPPORTUNITY CHINESE ENERGY MARKET DEVELOPING RELATIONSHIPS ▪ Chinese gas demand continues to ▪ Strategic Alliance with J-Energy to grow rapidly provide technical and commercial services and introduce project to ▪ Forecast Chinese consumption in For personal use only potential Chinese pa

  17. Slide 17: Contact Us

    TMK ENERGY LIMITED (ASX:TMK) For personal use only CONTACT US +61 8 6319 1900 (Australia) +976 7777 3373(Mongolia) www.tmkenergy.com.au info@tmkenergy.com.au WWW.TMKENERGY.COM.AU © TMK ENERGY LIMITED 2025 (ASX:TMK) PAGE 17

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