3d Energi Limited · ASX:TDO
3d Energi — Emerging Energy Virtual Conference September 2024
16 slides from 3d Energi's conference presentation, Sep 2, 2024
Slide 1: Emerging Energy Virtual Conference September 2024
For personal use only 3D – The Emerging Gas Supply Solution to East Coast Australia EMERGING ENERGY VIRTUAL CONFERENCE SEPTEMBER 2024 Mr Noel Newell Executive Chairman 3D Energi Limited (ASX: TDO) 1
Slide 2: The Emerging Gas Supply Solution for East Coast Australia
3D – The Emerging Gas Supply Solution to East Coast Australia THE EMERGING GAS SUPPLY SOLUTION FOR EAST COAST AUSTRALIA 3D Energi has developed a high-impact portfolio of offshore Australian exploration permits. WA-527-P (100%) For personal use only Bedout Sub-Basin GSEL 759 (100%) Otway Basin VIC/P
Slide 3: Otway Farmout Deals with ConocoPhillips Australia
3D – The Emerging Gas Supply Solution to East Coast Australia OTWAY FARMOUT DEALS WITH CONOCOPHILLIPS AUSTRALIA 2 high impact farmout deals have been achieved with ConocoPhillips Australia over the past 5 years. For personal use only 2022 US$35m Who is ConocoPhillips? ▪ One of the world’s largest in
Slide 4: Otway Overview
3D – The Emerging Gas Supply Solution to East Coast Australia OTWAY OVERVIEW The Otway Basin will be critical for the delivery of new gas reserves to the east coast gas market. For personal use only THE ISSUE Largest acreage holders Bass Strait East coast facing gas ~3924km crisis with rapid product
Slide 5: Conceptual Otway Gas Development Scenario
3D – The Emerging Gas Supply Solution to East Coast Australia CONCEPTUAL OTWAY GAS DEVELOPMENT SCENARIO1 As part of an emerging strategy to fast-track a pathway to a commercial gas development. For personal use only Negotiated flexibility to apply US$30M T/49P well carry in either permit. ▪ Under sc
Slide 6: High Success Rate Drilling with 3D Seismic in the Otway Basin
3D – The Emerging Gas Supply Solution to East Coast Australia HIGH SUCCESS RATE DRILLING WITH 3D SEISMIC IN THE OTWAY BASIN The Otway Basin has an outstanding success rate drilling amplitude supported prospects. For personal use only 88% success rate drilling amplitude supported 6% 10 6% prospects o
Slide 7: Regia MC3D – Facilitating Phase Otway Drilling in VIC/P79 North
3D – The Emerging Gas Supply Solution to East Coast Australia REGIA MC3D – FACILITATING PHASE 2 OTWAY DRILLING IN VIC/P79 NORTH Regia 3D seismic For personal use only 1000 km2 minimum work commitment Targeting northern VIC/P79 Netherby ▪ Regia 3D covers VIC/P79 North Henry OEDP operational area, cur
Slide 8: East Coast Gas Demand Is Strong
3D – The Emerging Gas Supply Solution to East Coast Australia EAST COAST GAS DEMAND IS STRONG All evidence points to strong future demand for east coast gas. ▪ AEMO forecasts a supply gap of 150+PJ from the mid-2030s even with a For personal use only significant diversion from LNG in the north. Whil
Slide 9: Placing Our Prospective Resources in Context
3D – The Emerging Gas Supply Solution to East Coast Australia PLACING OUR PROSPECTIVE RESOURCES IN CONTEXT 12 Tcf gross prospective resource have been identified in 3D Energi exploration permits across Bass Strait. For personal use only 3D Energi net share Otway 2022 Victorian gas consumption prospe
Slide 10: Gas Sales Right of First Refusal Deed Signed
Junior explorer, world-class prospects TDO ASX release 24 June 2024 For personal use only GAS SALES RIGHT OF FIRST REFUSAL DEED SIGNED IN REGARD TO THE SALE OF TDO’S SHARE OF FUTURE GAS PRODUCTION Agreement provides 3D Energi with a mechanism to achieve market parity pricing whilst also providing Co
Slide 11: Our Pathway into the East Coast Gas Market
3D – The Emerging Gas Supply Solution to East Coast Australia OUR PATHWAY INTO THE EAST COAST GAS MARKET The Joint Venture is rapidly progressing towards the drilling of 2 exploration wells. For personal use only Drill Planning Subsurface Evaluation Otway Portfolio 2 Exploration Wells ≤4 Exploration
Slide 12: '24 – Otway Drill Planning
3D – The Emerging Gas Supply Solution to East Coast Australia ‘24 – OTWAY DRILL PLANNING 2025 exploration drilling program largely funded by Joint Venture partner ConocoPhillips Australia1. For personal use only Environmental Plan Procurement Submission / of key drilling Selection of Final Rig contr
Slide 13: Corporate Overview
3D – The Emerging Gas Supply Solution to East Coast Australia CORPORATE OVERVIEW An experienced oil and gas explorer poised to deliver transformational growth… For personal use only Shares on Issue Share Price Market Cap Top 20 Shareholders Market 331.4m 7.4¢ September 2024 24.52m 54.9% 0.09 4 Capit
Slide 14: Investment Value
3D – The Emerging Gas Supply Solution to East Coast Australia INVESTMENT VALUE 3D Energi continues to organically build shareholder value through our operations across Australia. For personal use only Outstanding Otway portfolio Project deliverability established Robust portfolio of near-field explo
Slide 15: Disclaimer
3D – The Emerging Gas Supply Solution to East Coast Australia DISCLAIMER This presentation contains certain statements which may constitute “forward-statements”. Such statements are only predictions and are subject to inherent risks and For personal use only uncertainties which could cause actual va
Slide 16: Contact Us
For personal use only 3D – The Emerging Gas Supply Solution to East Coast Australia CONTACT US Noel Newell Executive Chairman info@3denergi.com.au +61 3 9650 9866 Subscribe here to receive 3D Energi Limited │ Melbourne, VIC 3000 │ 3denergi.com.au │ ASX: TDO the latest news and updates 16
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