Australian Oil Company Limited · ASX:AOK
Australian Oil — Shareholder Meeting (December 2025)
19 slides from Australian Oil's shareholder meeting presentation, Dec 11, 2025
Slide 1: Strategy and Growth Presentation
DECEMBER 2025 For personal use only STRATEGY AND GROWTH PRESENTATION GENERAL MEETING 11TH DECEMBER, 2025
Slide 2: Overview of AOK
For personal use only OVERVIEW OF AOK AUSTRALIAN OIL CO DECEMBER 2025 2
Slide 3: AOC Track Record Highlights
AOC TRACK RECORD HIGHLIGHTS For personal use only Twenty Nine Proven gas wells in California’s operations in Australia & Sacramento Basin supplying California PG&E (Fortune 500) Key Discoveries Early Mover Dempsey 1-15 (commercial producer) in Sacramento Basin (11+ Tcf historical production), and Bo
Slide 4: Corporate Snapshot
CORPORATE SNAPSHOT AOC SHARE PRICE 1 CAPITALISATION DATA For personal use only A$0.002 1,252M A$2.5M Share Price A$ Basic S/O Market Cap A$800k A$1. 7M Cash Enterprise Value BOARD & EXECUTIVE KANE MARSHALL NEIL TAYLOR Managing Director East Africa MV Manager CHRIS HODGE LEN DIEKMAN Non-Executive Cha
Slide 5: Current Californian Operations
For personal use only CURRENT CALIFORNIAN OPERATIONS AUSTRALIAN OIL CO DECEMBER 2025 5
Slide 6: North Sacramento Basin Assets
NORTH SACRAMENTO BASIN ASSETS • Producing gas from seven wells including Rancho Capay, Big Jake, For personal use only Dempsey, Stoney Creek, and Rio Grande. VBC wells remain shut-in while connection options with CRC- operated Malton wells are evaluated. • Dempsey 1-15 has demonstrated stable flow r
Slide 7: South Sacramento Basin Assets
SOUTH SACRAMENTO BASIN ASSETS • Reclamation Board-7 and -8 gas For personal use only wells have achieved flow rates between 130–235 mscf/d. Infill drilling targets have been identified to increase production. • The Rec Board pipeline, currently offline for CRC maintenance, is expected to resume oper
Slide 8: Entry into Surat Basin
For personal use only ENTRY INTO SURAT BASIN Queensland, Australia AUSTRALIAN OIL CO DECEMBER 2025 8
Slide 9: Australia - Surat Basin
AUSTRALIA- SURAT BASIN Australia’s tightening gas supply creates attractive conditions to unlock opportunities. For personal use only Now formalised through agreements between AGZ Energy Pty Ltd and OGT Energy Pty Ltd to acquire; • PL 264 including the producing Emu Apple Oil Field; • PL 30 includin
Slide 10: Strategic Benefits - Surat Basin
STRATEGIC BENEFITS - SURAT BASIN • Established Production Platform Immediate cash flow from Emu Apple (~15 bopd), For personal use only with upside to ~50 bopd • Low-Cost Near-Term Growth Riverslea and Major fields restartable with minimal capex using existing facilities • Drill-Ready Exploration Up
Slide 11: Future Activities and Catalysts
For personal use only FUTURE ACTIVITIES AND CATALYSTS AUSTRALIAN OIL CO DECEMBER 2025 11
Slide 12: Activities and Catalysts
ACTIVITIES, ACTIVITIES AND CATALYSTS In California, capital deployment remains focused For personal use only on value accretive projects within the existing lease Key 12-month milestones: inventory • Re-commission Reclamation Board pipeline AOK has been assessing growth opportunities across Australi
Slide 13: Disclaimer
DISCLAIMER This presentation contains summary information and statements about Australian Oil Company This presentation may not be released to US wire services or distributed in the United States. This Limited (ASX.AOK) (AOK), its subsidiaries and their respective activities, which is current as at
Slide 14: Thank You
For personal use only THANK YOU For more information please contact us. AUSTRALIAN OIL CO Head Office: Investors / Shareholders: Managing Director: Level 1, 31 Cliff Street, Fremantle, WA Investor Relations Kane Marshall 6160 Stewart Walters Managing Director Australia E: stewart@marketopen.com.au E
Slide 15: Appendix
For personal use only APPENDIX AUSTRALIAN OIL CO DECEMBER 2025 15
Slide 16: Directors and Officers
DIRECTORS AND OFFICERS . For personal use only Kane Marshall Chris Hodge Bill Ashby Jordan McArthur Managing Director Non Executive Chairman Non Executive Director Company Secretary Kane has over 20 years’ experience Chris is a highly experienced and Bill has over 30years of experience Chartered Acc
Slide 17: Management and Technical Advisors
MANAGEMENT AND TECHNICAL ADVISORS . For personal use only Neil Taylor Len Diekman Dave Thomson Ralph Goehring East Africa NV Manager Technical Advisor Drilling Manager Commerical Advisor Neil has over 30 years of Len has over 30 years experience David has 35 years of experience in Ralph was previous
Slide 18: Asset Locations - Surat Basin
For personal use only ASSET LOCATIONS - SURAT BASIN Figure 1. Locations of Figure 2. the Assets PL 264 Figure 3. (PL 264, PL well and Location of 30, PL 512 seismic PL30 and PPL 22). locations (Riverslea) Figure 4. Location of PL 30 Figure 5. showing seismic Locations and and well details for PL loc
Slide 19: AOK Track Record Achievements
AOK TRACK RECORD ACHIEVEMENTS Established Producer with International E&P Experience Sacramento Basin Success For personal use only • ASX-listed since 2005, having invested US$30M+ in oil & gas exploration • Among the first international E&P movers into the highly prolific and development across mul
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