Tlou Energy Ltd · ASX:TOU
Tlou Energy — Investor Presentation (October 2021)
28 slides from Tlou Energy's investor presentation, Oct 20, 2021
Slide 1: Clean Energy for Botswana & Beyond
Clean Energy for Botswana & Beyond Powered by Tlou Energy Limited
Slide 2: Disclaimer
Disclaimer The information memorandum and presentation materials (the “Presentation Materials”) are confidential and being supplied to you solely for your own information and may not be reproduced, further distributed, or the contents otherwise divulged, directly or indirectly, to any other person o
Slide 3: Disclaimer continued
Disclaimer continued No recipient of these Presentation Materials should deal in or attempt to deal in or otherwise engage in any behaviour in relation to financial instruments (as defined in the Market Abuse Regulation (596/2014) as brought into UK law through the European Union (Withdrawal) Act 20
Slide 4: Overview
Tlou Energy …Gas, Solar and Hydrogen • Tlou is developing sources of clean energy in Botswana • Strategic location in Botswana’s Central District ✓ Cleaner energy to displace coal and diesel power ✓ Gas and solar power solutions ✓ Hydrogen (H2) and solid carbon production • 10MW Power Purchase Agree
Slide 5: Tlou's Gas, Solar & Hydrogen… cleaner fuel and power
Tlou’s Gas, Solar & Hydrogen… cleaner fuel and power Tlou Energy Limited 5
Slide 6: Corporate Information
Corporate Information ➢ The Company is listed on three markets o Botswana Stock Exchange – BSE Shareholding o Australian Securities Exchange – ASX o London Stock Exchange – AIM ➢ Issued share capital: 600,199,039 50% ➢ Top 20 holders: ~55% ➢ Office Location o 132 Independence Avenue, Gaborone, Botsw
Slide 7: Board
Board Martin Gabaake G. Colm McIver Gabaake Cloonan Non-Executive Chair Executive Director Finance Director & CFO Geologist, former Botswana Finance professional; 20 years experience in finance 20 years experience and mining services Permanent Secretary at Ministry of Minerals Energy & including pow
Slide 8: Key Management
Key Management Solomon Danny Remigiyo Rowland Horne Mavata General Manager Chief Operations Officer Chief Geologist Lawyer, Co. Secretary, over 18 30 years in the drilling industry Geologist, 20+ years African years experience including 18 years in the Oil & experience in Gas Sector multidisciplinar
Slide 9: Location
Location Project located in Botswana’s Central District Tlou Energy Limited 9
Slide 10: Power need in Sub-Saharan Africa
Power need in Sub-Saharan Africa A Changing Over-reliance on Power Deficits A Clean Solution Green Future Environment Carbon-intensive Power Strong momentum Regional power supply is Existing electricity is Cleaner power can help A greener and less carbon towards cleaner energy currently unable to me
Slide 11: Clean Energy – Gas, Solar, Hydrogen
Clean Energy – Gas, Solar, Hydrogen Gas-to- Strategy Solar Hydrogen Power Hydrogen is becoming Cleaner energy with planned Tlou’s low emission gas-to-power Project located in an ideal increasingly recognised as an modular expansion as risk is strategy is steadily progressing location in Botswana ide
Slide 12: Lesedi Power Project – Tlou's most advanced project
Lesedi Power Project – Tlou’s most advanced project The Lesedi Gas-to-Power project is proposed to generate electricity from gas for sale into the power grid. The first phase of development is planned to produce up to 10MW with further expansion thereafter. Completed Gas Produced from Lesedi wells M
Slide 13: Gas Production
Gas Production Tlou’s gas wells, referred to as ‘Dual lateral Pods’ consist of two lateral wells that intersect with a vertical well to produce gas. Tlou Energy Limited 13
Slide 14: Central Processing Facility (CPF)
Central Processing Facility (CPF) CPF designed for Solar, Hydrogen and Gas-fired power generation Tlou Energy Limited 14
Slide 15: Independent Gas Reserves Certification
Independent Gas Reserves Certification(1) 0.35 BCF (1P) 40.8 BCF (2P) 426.6 BCF (3P) (1) (2) Gas Reserves Gas Contingent Resources 1P 2P 3P 1C 2C 3C Gas Prospective Location Project Tlou Interest (BCF) (BCF) (BCF) (BCF) (BCF) (BCF) Resource (BCF)3 Lesedi CBM Karoo Basin (Lower Morupule coal) 100% 0.
Slide 16: Substation and Production well
Substation and Production well Serowe Substation – where Tlou plans to connect its transmission line to the regional electricity grid Gas Production well in the Lesedi project area Tlou Energy Limited 16
Slide 17: Solar Power
Solar Power Tlou’s solar energy strategy is steadily progressing in a region of high solar incidence Initial generation licence approved by BERA Full environmental approvals in place for expansion Can be used as a stand-alone clean and renewable power supply Can be combined with Tlou’s gas to provid
Slide 18: Hybrid Power
Hybrid Power Tlou Energy Limited 18
Slide 19: Hydrogen
Hydrogen H2 Tlou aims to produce Hydrogen initially by Pyrolysis • A proven, clean transport fuel • Potential to produce “Green” or “Turquoise” Hydrogen • Transportation use + value added products, e.g. carbon black, graphite • Blend hydrogen with methane and use in gas-fired generators to supply ex
Slide 20: Tlou / Synergen Met – Hydrogen proposal
Tlou / Synergen Met – Hydrogen proposal Hydrogen and solid carbon prototype unit being built in Brisbane Unit to be installed at the Lesedi Project in early 2022 Prototype planned to convert existing gas flow to Hydrogen and Solid Carbon using Plasma torch technology Compress H2 and use as clean fue
Slide 21: Environmental, Social and Governance
Environmental, Social and Governance Tlou Energy supports various groups to enhance the lives of the local population and regional communities Tlou Energy Limited 21
Slide 22: Environmental, Social and Governance
Environmental, Social and Governance Powering Botswana’s communities Potential benefits of Tlou’s project include: • Allowing farms and communities to become more productive using reliable and cleaner power. • Facilitating clean cooking by reducing the need to burn wood as the affordable electricity
Slide 23: Environmental, Social and Governance
Environmental, Social and Governance Projects supported by Tlou Energy include: Moralane Y-Care Broadcasters Organisation ❖ Village Community Development ❖ Charitable Trust ❖ Youth organisation, to promote academic Initiative excellence in primary schools • Non-profit organization raising funds for
Slide 24: Environmental, Social and Governance
Environmental, Social and Governance Western Sandveldt Farmers Association The Company has been in consultation with the Western Sandveldt Farmers Association to progress ideas to develop the Lesedi project area and provide significant benefit of the community. Farming • Access to power has the pote
Slide 25: Environmental Impact Statement (EIS)
As part of the EIS process, extensive engagement with stakeholders was undertaken including: • Local population • Key Government Departments • Land Boards • Farmers All stakeholders are consulted so concerns are addressed and ideally that they can all benefit from Tlou’s project The project will hav
Slide 26: Environmental Impact Statement (EIS) continued
Environmental Impact Statement (EIS) continued ➢ Upstream EIS ➢ Downstream EIS ➢ Carbon Neutral • Upstream operations involves the • Downstream operations include • Tlou aims to reduce the impact the exploration and development of power generation assets, solar project has on the environment as Tlou
Slide 27: Summary…ready for development and de-risked
Summary…ready for development and de-risked Tlou Energy Limited 27
Slide 28: Gas, Solar, Hydrogen… Botswana Clean Energy Hub
Gas, Solar, Hydrogen… ✓ Clean energy for Botswana and beyond ✓ Production of electricity, H2 and carbon products ✓ Extensive environmental approvals secured ✓ Social and economic benefits for Botswana ✓ Supportive stakeholders including government Botswana Clean Energy Hub ✓ Sustainable employment a