Tlou Energy Ltd · ASX:TOU
Tlou Energy — Investor Presentation (April 2025)
27 slides from Tlou Energy's investor presentation, Apr 2, 2025
Slide 1: Unlocking Tlou's Gas Field for Sustainable Reliable Power
Unlocking Tlou’s Gas Field for Sustainable Reliable Power Investor Presentation 2025 For personal use only “ Southern Africa’s Untapped Gas Potential
Slide 2: Disclaimer
DISCLAIMER These presentation materials and any accompanying oral presentation (together, the “Presentation This Presentation Materials are a visual aid which will be used by representatives of the Company to Materials”) is dated 2 April 2025 and has been prepared by Tlou Energy Limited (“Tlou” or t
Slide 3: Disclaimer Continued
DISCLAIMER CONTINUED Past performance information given in these Presentation Materials is given for illustrative Announcement continue to apply and have not materially changed. However, there is no guarantee purposes only and should not be relied upon as (and is not) an indication of future perform
Slide 4: Executive Summary
EXECUTIVE SUMMARY Tlou Energy is developing Project has 2P Reserves For personal use only one of the largest gas of ~41 BCF and 3P fields in Botswana – the Reserves of ~427 BCF Lesedi CBM field Grid connection to Tlou was co-founded by Botswana Power Tony Gilby, who Corporation (BPC) and previously
Slide 5: Vision
VISION “ To become a major power producer across Sub-Saharan Africa For personal use only Botswana’s leading CBM Clear revenue path – gas-to-power developer electricity sales from 2025 10MW Power Purchase Strategic location in a Agreement (PPA) signed region with high power with Botswana Power deman
Slide 6: What is CBM
WHAT IS CBM “ …CBM technology has been successfully used worldwide in regions with significant coal reserves. For personal use only CBM is the extraction of methane gas from underground coal deposits. Most coal beds are often located close to the surface and contain gas and water. This water needs t
Slide 7: Tlou's Gas Field
TLOU’S GAS FIELD Tlou’s project area is prospective for gas. For personal use only The Company acquired well, aeromagnetic and seismic data which was used by the Independent Expert SRK Consulting (Australasia) Pty Ltd (SRK) to delineate Gas Reserves and Contingent Resources. A summary of current res
Slide 8: Independent Gas Reserves Certification
INDEPENDENT GAS RESERVES CERTIFICATION(1) 0.35 BCF (1P) 40.8 BCF (2P) 426.6 BCF (3P) For personal use only (1) (2,4) Gas Reserves Gas Contingent Resources 1P 2P 3P 1C 2C 3C Location Project Tlou Interest (BCF) (BCF) (BCF) (BCF) (BCF) (BCF) Lesedi CBM Karoo Basin (Lower Morupule coal) 100% 0.34 25.2
Slide 9: Tlou's Lesedi Power Project
TLOU’S LESEDI POWER PROJECT Lesedi is at the forefront of Botswana’s gas to power sector, with an initial 10MW target For personal use only Acreage under licence spans over 8,000 km2 Production (Mining) Licence valid to 2042 Electrical grid access onsite and expansion plans under consideration All k
Slide 10: Lesedi Power Project
LESEDI POWER PROJECT … a new era for Tlou leading to a huge regional power market Substation For personal use only Transmission Line (100km 66kv) Generators 400v Serowe Substation Gas Wells Step up Transformer Lesedi Project Project to produce gas fired electricity First gas wells drilled for sale i
Slide 11: Aeromagnetic Map and Seismic Coverage
AEROMAGNETIC MAP AND SEISMIC COVERAGE For personal use only Cross Section 11
Slide 12: Cross-Section
CROSS-SECTION For personal use only i The shaded sections show the underground target coal seams. Well locations are identified on the Aeromagnetic Map 12
Slide 13: Generation
GENERATION An electrical substation at Lesedi is For personal use only nearing completion and is designed for expansion up to 25MW Electricity generated at the Lesedi Project to be sold into the national power grid For the initial project the Company is in discussions with suppliers to install power
Slide 14: Transmission
TRANSMISSION Connecting to the grid allows Tlou to monetise its gas Reserves and Contingent Resources For personal use only Generated power can be sold into the power grid and the Southern African Power Pool The 66kV power line built by the Company could take up to 25MW of power Some minor finishing
Slide 15: Progress and Next Steps
PROGRESS AND NEXT STEPS 10MW Lesedi Project MILESTONES 2Q25 3Q25 4Q25 2026 For personal use only Transmission line construction Complete First Gas Wells Complete Lesedi Substation In Progress Gas Gathering In Progress First Generator Planned Commission & Test Planned Power Sales to BPC Planned Addit
Slide 16: Unlocking New Revenue
UNLOCKING NEW REVENUE For personal use only Binding deal for Botswana’s first gas-powered data centre Gas to power high- Rapid deployment First revenue planned density computing planned in 2025 operations Project to run Creates a new alongside the 10MW scalable income development stream for Tlou 16
Slide 17: Kala Data – Tlou Project
KALA DATA – TLOU PROJECT For personal use only Dual Commercialisation Lowest-In Class Proof of Concept Pathways Infrastructure Potential (POC) Trial The proposed facility will be a Optimised to handle demanding On average, each kilowatt-hour of containerised system hosting computing tasks, with high
Slide 18: Kala Data – Tlou Project
KALA DATA – TLOU PROJECT For personal use only Integrated Modular, Scalable Thermal and Favourable Trade Energy Access Infrastructure Environmental Resilience Environment Integrating with a gas Systems are Equipment suited to high- Botswana’s global trade development, Kala can containerised and full
Slide 19: Progress and Next Steps – Kala Data Project
PROGRESS AND NEXT STEPS Kala Data Project MILESTONES 2Q25 3Q25 4Q25 2026 For personal use only Binding agreement Signed Project funding Agreed Install first Data Centre facility Planned Data Centre generator Planned Connect generator to gas Planned Generate initial data centre revenue Planned Drill
Slide 20: Market Demand & Competitive Advantage
MARKET DEMAND & COMPETITIVE ADVANTAGE Tlou is the first mover in a market with a high demand for reliable power For personal use only Botswana’s electricity demand projected to grow to over 1,200 MW by 2030 A need to improve the security of power supply and reduce reliance on coal fired generation L
Slide 21: Why Invest in Tlou Energy?
WHY INVEST IN TLOU ENERGY? For personal use only Near-term Solid strategic Strong Strong market Advanced Large gas field revenue partnerships scalability for power project Gas Reserves and Near-term revenue Botswana Power Project grows in Botswana needs to Most advanced Contingent can provide a Corp
Slide 22: Appendix
For personal use only APPENDIX 22
Slide 23: Corporate Information
CORPORATE INFORMATION Shareholdings Exchange: Top 20 holders: ~81% o ASX (Australia): TOU Including: For personal use only o BSE (Botswana): TLOU o ILC Investments 27% 51% o Botswana Public Officers Issued share capital: Pension Fund 16% 1,298,584,319 o Gilby Group 6% Convertible debt*: 27% o BPOPF
Slide 24: Board
BOARD For personal use only Anthony (Tony) Gilby Ian Campbell Allan Sullivan Gabaake G. Gabaake Managing Director & CEO Non-Executive Chairman Non-Executive Director Executive Director & Deputy Chairman Tony has over 30 years’ experience in the oil and gas Dr. Ian Campbell holds a PhD in Electrical
Slide 25: Lesedi Project Site
LESEDI PROJECT SITE “ Operations Facility Tlou has constructed a purpose-built operations For personal use only base to facilitate working in a remote area and to allow for rapid expansion. Lesedi storage facility Reverse Osmosis system 25
Slide 26: Promo Video
PROMO VIDEO For personal use only A fire on a well AI-generated content may be incorrect. https://vimeo.com/1066684795/e2194be09b 26
Slide 27: Thank You
THANK YOU TLOU ENERGY LIMITED For personal use only E. contact@tlouenergy.com 210 Alice Street, Brisbane, QLD 4000, Australia T. +61 7 3040 9084 Victoria House, 132 Independence Avenue, Gaborone, Botswana T. +267 316 0857 ASX: TOU | BSE: TLOU www.tlouenergy.com