3d Energi Limited · ASX:TDO
3d Energi — Barrenjoey Gas Forum October 2025
25 slides from 3d Energi's conference presentation, Oct 20, 2025
Slide 1: Otway Exploration Drilling Program Project Update
For personal use only OTWAY EXPLORATION READY TO DRILLING PROGRAM. EXPLORE. PROJECT UPDATE October 2025 Mr Noel Newell Executive Chairman 3D Energi Limited, Melbourne, VIC 3000, 3denergi.com.au ASX:TDO
Slide 2: Disclaimers
Disclaimers Important Notice Prospective Resources Statement (LR 5.25, 5.28, 5.43) This presentation contains certain statements which may constitute “forward-looking statements”. All prospective resources presented in this announcement are prepared as at 30 June 2025, as disclosed in For personal u
Slide 3: Company Overview
Company Overview 3D Energi is positioned to deliver transformational growth in an Otway success case For personal use only Shares on Issue Share Price Market Cap Top 20 Shareholders Market 418.8m 11.5¢ 15 October 2025 48.17m 49.14% TDO ASX CHART Cash Balance Debt $8.4m Nil Cash Oct 17 2025 Explorati
Slide 4: Strategically positioned at the centre of East Coast gas exploration
OPPORTUNITY & COMPANY POSITIONING Strategically positioned at the centre of East Coast gas exploration We are in the middle of one of the largest offshore exploration and development programs in recent Australian history For personal use only Significant near-term drilling program Transocean Equinox
Slide 5: Multi-Tcf gas portfolio: short, medium and long-term potential
PORTFOLIO & PROGRAM Multi-Tcf gas portfolio: short, medium and long-term potential Multi-TCF prospectivity reinforces 3D Energi’s role in future East Coast Gas supply VIC/P79 & T/49P 3D Energi Limited: 20% For personal use only The largest disclosed prospective resource in the offshore Otway Basin,
Slide 6: Multi-Tcf gas portfolio: optionality and scalability
PORTFOLIO & PROGRAM Multi-Tcf gas portfolio: optionality and scalability A conceptual field development pathway based on risk and distance from infrastructure Distance from existing infrastructure (km) 0 10 20 30 40 50 60 70 80 90 100 110 0% For personal use only 10% 20% BRITISH ADMIRAL SEAL ROCKS 3
Slide 7: Otway Exploration Drilling Program summary
PORTFOLIO & PROGRAM Otway Exploration Drilling Program summary The Joint Venture brings world-class expertise and strong financial and operational capacity The Otway Joint Venture strategically positions 3D Energi to: For personal use only • Share exploration risk • Access world-class technical expe
Slide 8: Phase 1 targets near-field seismic supported prospects
PORTFOLIO & PROGRAM PHASE 1 Otway Exploration Drilling Program Phase 1 targets near-field seismic supported prospects close to infrastructure • Phase 1 of the OEDP has the potential to unlock up to 355 Bcf4 ꟷ 71 Bcf net prospective resource to 3D Energi. For personal use only • Phase 1 is designed t
Slide 9: Scalable gas hub tie-back on exploration success
PATH TO MARKET & VALUE CREATION Scalable gas hub tie-back on exploration success Subsea tie-back proximal to infrastructure provides lower cost and faster pathway to market – optionality in tie-in partners For personal use only Resource potential Scalability 1 Tcf14 mean prospective resource A signi
Slide 10: Ready to Discover
For personal use only TO READY DISCOVER.
Slide 11: Unlocking the Charlemont Cluster: amplitude anomalies
NEAR-TERM EXECUTION Unlocking the Charlemont Cluster: amplitude anomalies Clear seismic signatures typical of gas accumulations in the Otway For personal use only Exploration utilising modern 3D seismic to target amplitude supported prospects has a 94% success rate in the Offshore Otway. Example of
Slide 12: Unlocking the Charlemont Cluster: contact indicators
NEAR-TERM EXECUTION Unlocking the Charlemont Cluster: contact indicators Clear seismic signatures typical of gas accumulations in the Otway Contact indicators known as flat spots are MINERVA FIELD For personal use only common in the Charlemont Cluster and are observed in several Otway gas fields, in
Slide 13: Well 1: Essington prospect
NEAR-TERM EXECUTION Well 1: Essington prospect Essington depth structure map – Waarre A October 2025 A’ 2420 • A strong seismic flat spot is observed in the Waarre A on reprocessed 3D For personal use only seismic2 ꟷ a classic DHI ꟷ which suggests the presence of a gas water contact. 4000 • Essingto
Slide 14: Well 2: Charlemont B prospect
NEAR-TERM EXECUTION Well 2: Charlemont B prospect November 2025 Charlemont B depth structure map – Waarre A Charlemont B RMS amplitude map – Waarre A 2600 High • Charlemont B has an 81% chance of success in the Waarre A C For personal use only reservoir due to strong DHIs ─ an amplitude anomaly conf
Slide 15: Unlocking the Charlemont Cluster
NEAR-TERM EXECUTION Unlocking the Charlemont Cluster Phase 1 aims to establish a commercially viable volume that enables the earliest possible pathway to market For personal use only Charlemont B is an exploration/appraisal well ꟷ success could unlock the broader Charlemont Trend (C-E prospects) lea
Slide 16: Unlocking the Regia Cluster
FUTURE GROWTH Unlocking the Regia Cluster New 3D seismic survey to mature next wave of drilling The Regia Cluster contains 13 emerging leads and prospects For personal use only with a combined 1.4 Tcf12 mean prospective resource (gross). The Regia 3D seismic survey (planned >1000 km²) is undergoing
Slide 17: Frontier upside: southern clusters
FUTURE GROWTH Frontier upside: southern clusters – scalable gas growth Southern clusters provide longer-term growth opportunities in underexplored acreage, contingent on further infrastructure expansion to the south Southern clusters like Flanagan (3 Tcf13 gross For personal use only mean prospectiv
Slide 18: For personal use only
Click to download the 2025 Annual Report For personal use only Noel Newell Executive Chairman info@3denergi.com.au +61 3 9650 9866 A logo with green and red circles Description automatically generated Subscribe here to receive latest news 3D Energi Limited, Melbourne, VIC 3000, 3denergi.com.au and u
Slide 19: APPENDIX: Prospective Resource Tables
SUPPORTING MATERIALS APPENDIX: Prospective Resource Tables Table 1 – Summary of the Prospective Resource (Bcf) across VIC/P79 and T/49P exploration permits. Volumes represent aggregated estimates for prospect clusters. Low Best Mean High For personal use only Prospect Cluster Gross Net TDO Gross Net
Slide 20: APPENDIX: Prospective Resource Tables
SUPPORTING MATERIALS APPENDIX: Prospective Resource Tables Table 2 – Charlemont Cluster (VIC/P79), Otway Basin, prospective resource summary (Bcf, unrisked recoverable) – Full structure Low (P90) Best (P50) Mean High (P10) Water Prospect Reservoir CoS (%) Gross Net TDO Gross Net TDO Gross Net TDO Gr
Slide 21: APPENDIX: Prospective Resource Tables
SUPPORTING MATERIALS APPENDIX: Prospective Resource Tables Table 3 – Regia Cluster (VIC/P79) prospective resource table (Bcf, unrisked recoverable) Low (P90) Best (P50) Mean High (P10) For personal use only CoS Water Prospect Reservoir Seismic Net (%) Depth (m) Gross Net TDO Gross Net TDO Gross Net
Slide 22: APPENDIX: Prospective Resource Tables
SUPPORTING MATERIALS APPENDIX: Prospective Resource Tables Table 4 – Flanagan Cluster (T/49P) prospective resource table (Bcf, unrisked recoverable) Low (P90) Best (P50) Mean High (P10) Water Prospect Reservoir CoS (%) For personal use only Gross Net TDO Gross Net TDO Gross Net TDO Gross Net TDO Dep
Slide 23: APPENDIX: Prospective Resource Tables
SUPPORTING MATERIALS APPENDIX: Prospective Resource Tables Table 5 – Whistler Point Cluster (T/49P) prospective resource table (Bcf, unrisked recoverable) For personal use only 23 ꟾ Barrenjoey East Coast Gas Day – October 2025
Slide 24: APPENDIX: Prospective Resource Tables
SUPPORTING MATERIALS APPENDIX: Prospective Resource Tables Table 6 – British Admiral Cluster (T/49P) prospective resource table (Bcf, unrisked recoverable) Low (P90) Best (P50) Mean High (P10) Water For personal use only Prospect Reservoir CoS (%) Depth Gross Net TDO Gross Net TDO Gross Net TDO Gros
Slide 25: APPENDIX: Prospective Resource Tables
SUPPORTING MATERIALS APPENDIX: Prospective Resource Tables Table 7 – Seal Rocks Cluster (T/49P) prospective resource table (Bcf, unrisked recoverable) For personal use only 25 ꟾ Barrenjoey East Coast Gas Day – October 2025