Kinetiko Energy Ltd. · ASX:KKO
Kinetiko Energy — Investor Presentation (November 2022)
17 slides from Kinetiko Energy's investor presentation, Nov 14, 2022
Slide 1: Providing Gas to Energy South Africa
Providing Gas to Energy South Africa INVESTOR PRESENTATION | NOVEMBER 2022 ASX:KKO
Slide 2: Why Gas?
Why Gas? SA Govt Gas Master Plan 2022 2
Slide 3: South Africa's Energy Crisis
3 South Africa’s Energy Crisis Aging coal energy in rapid decay, coal is deeper, dirtier and more distant from thermal industry Renewable energy alternatives decades away Only existing gas source from Mozambique to decline from 2024 Gas demand estimated to grow by over SA Govt Gas Master Plan 2022 4
Slide 4: Vision to Deliver SA's Largest Gas Field
4 Vision to Deliver SA’s Largest Gas Field One of the largest onshore Gross Contingent Resource 2C in the world and growing* Mpumalanga South Africa 4.9* * ASX announcement 29 July 2020 – KKO net 2C 2.4 TCF - refer slide 12 Resource Specifications 2C TCF International on shore gas resource compariso
Slide 5: Infrastructure Rich with Close Market Access
5 Infrastructure Rich with Close Market Access what else do we need to show? Do we need Power stations, gas pipelines, high Chinese border and other larger towns?...... Needs voltage transmission lines, road and some zing rail Komati Majuba Power station (4k+MW) SASOL Secunda 940mW which is capable
Slide 6: Exploration Success – Drives Development
6 Exploration Success – Drives Development 24 core wells drilled in ER 271each intersecting gas 7 pilot production wells successfully drilled First five well cluster set for production in early 2023 Korhaan 3-well drilling program confirmed geological lithological correlations with adjacent existing
Slide 7: Gas Market Penetration
Market on GL ~ Penetration a KINETIKO ENERGY LTD
Slide 8: Evolution to Production
8 Evolution to Production First Gas-to-Power joint venture established with South African Vutomi Energy to produce electricity to the grid Eskom approved electricity production for up to 5MW with plant and equipment to be on site Q1 2023 IDC R70m investment to co-fund proposed 20 well gas field with
Slide 9: Corporate Strategy
Corporate Strategy ¢. “am ~ 3 KINETIKO ENERGY up
Slide 10: Activities and Opportunities
10 Activities and Opportunities $6m funding received from SA strategic investors Obtain maiden gas reserves certification (Sproule report due November 22) Aggressively expand gas exploration throughout approx 7,000km2 of exploration rights and increase gas reserves Grow joint ventures such as with t
Slide 11: Capital Structure
11 Capital Structure 740,651,746 $0.09 $67m Current Shares Share Price (1 Nov 2022) Market Cap $5.4m $62m $13m Cash (1 Nov 2022) EV KKO Historic Exploration 3m 1,311,778,781 Unl Options @ 0.13 687,073,969 Exp 07/07/2023 Fully Diluted Shares Post Merger Merger 100% Interest Kinetiko Energy Limited Af
Slide 12: Near Term Milestones to Drive Shareholder Value
12 Near Term Milestones to Drive Shareholder Value ? UNDERWAY UNDERWAY UNDERWAY UNDERWAY UNDERWAY ON TRACK EXPLORATION GAS-TO-POWER MERGER GAS RESERVES IDC GAS FIELD SOUTH AFRICA’s EXPANSION COMPLETION GROWTH JOINT VENTURE LARGEST ON SHORE GAS FIELD 7 core holes to be drilled in Vutomi Energy joint
Slide 13: Disclaimer
13 Disclaimer 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 losses, prospects an
Slide 14: Barrington House, 283 Rokeby Rd, Subiaco WA 6008 www.kinetiko.com.au
This presentation was approved for release by the Board of Kinetiko Energy Limited. Barrington House, Mr Nick de Blocq 283 Rokeby Rd, Subiaco WA 6008 CEO www.kinetiko.com.au nick@kinetiko.com.au +22 79 177 4775 info@kinetiko.com.au @Kinetiko_KKO BRINING GAS TO MARKET ASX:KKO
Slide 15: Rich Geological Setting
15 Rich Geological Setting 100% Owner and Operator of Afro Energy Project area covers 7,000km2 with 4,604km2 of granted exploration rights Proven and highly prospective Permian Age Fields High quality results from gas flow testing 98% methane content Equating to approximately 9% of Mpumalanga’s tota
Slide 16: Resource Specifications
16 Resource Specifications KKO Gas Project: Independently certified gross contingent 2C gas resource of 4.9 TCF* Resource Statement Gas Gross Unit=Billion Cubic Feet Unit=Billion Cubic Meter Gas In Place 1C 2C 3C 1C 2C 3C CBM 3114.2 6883.8 13097.2 88.2 194.9 370.9 Gas in Sandstone 1089.8 2422.8 4367
Slide 17: Powered by a proven and experienced board and management team
Powered by a proven and 17 experienced board and management team Tom Fontaine Non-Executive Director A professional engineer with over 25 years' technical and commercial experience in the international oil and gas industry including start-up, running and building resource companies. He co-founded Pu
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