3d Energi Limited · ASX:TDO

3d Energi — 3D Oil — Investor Presentation (July 2020)

15 slides from 3d Energi's investor presentation, Jul 14, 2020

  1. Slide 1: 3D Oil Limited Proactive Presentation

    3D OIL LIMITED Proactive Presentation For personal use only July 2020

  2. Slide 2: Investment Highlights

    INVESTMENT HIGHLIGHTS For personal use only Milestone transaction with ConocoPhillips: T/49P farm-out agreement with ConocoPhillips Australia includes A$5m cash payment, fully-funded 3D seismic (≥1580km2) and up to US$30m costs for an exploration well (if well (if elected) High quality portfolio: Of

  3. Slide 3: T/49P Farm-out with ConocoPhillips, a Global Energy Giant

    T/49P FARM-OUT WITH CONOCOPHILLIPS, A GLOBAL ENERGY GIANT Farm-out with ConocoPhillips is a milestone transaction1,which represents a potential spend of ~A$65m by ConocoPhillips For personal use only Upfront cash payment in Fully-funded acquisition of a minimum Fully-funded for first US$30m recognit

  4. Slide 4: T/49P Farm-out Executed, Now a Step Closer to Production

    T/49P FARM-OUT EXECUTED, NOW A STEP CLOSER TO PRODUCTION New partnership represents a significant step in supplying gas to the east coast market For personal use only If exploration is successful and the field were to move to production, our intention would be to supply the gas to the Australian eas

  5. Slide 5: Portfolio Overview

    PORTFOLIO OVERVIEW 3D Oil holds significant positions in Australia’s most prospective offshore exploration basins For personal use only VIC/P74 (50% owned)2 WA-527-P (100% owned) 3 Gippsland Basin 1 Bedout Sub-basin  Joint Venture with Hibiscus Petroleum  Farm-out discussions with multiple major E

  6. Slide 6: WA-527-P: Asset Overview

    1 WA-527-P: ASSET OVERVIEW The WA-527-P permit covers a large underexplored area that is situated adjacent to recent oil and gas-condensate discoveries, including Dorado For personal use only Asset overview Permit locations and early Triassic TWT structure  3D Oil has 100% interest in the permit 

  7. Slide 7: WA-527-P: Prospectivity Review

    1 WA-527-P: PROSPECTIVITY REVIEW 3D Oil has mapped a potential erosional channel system within the western side of WA-527-P, similar to that which traps the Dorado oil discovery For personal use only  An erosional channel system was identified on open-file 2D Seismic Data  3D Oil reprocessed six k

  8. Slide 8: T/49P – Asset Overview

    2 T/49P – ASSET OVERVIEW Vast frontier acreage with 10TCF Prospective Resource (Best Estimate)1 in shallow water in the Otway Basin For personal use only Asset overview Tenement overview  T/49P was acquired by 3D Oil in 2013 through its bid in the 2012 Australian Offshore Gazettal round  Large fro

  9. Slide 9: T/49P – 3D Seismic Survey Planned

    2 T/49P – 3D SEISMIC SURVEY PLANNED FOR 3Q CY2020 Fully-funded Dorrigo 3D seismic survey is planned for 3Q CY2021, with the intention of maturing several of these leads to prospect status For personal use only Seismic program Proposed Dorrigo 3D Seismic Location  The survey, named Dorrigo, will tar

  10. Slide 10: 3D Oil Strategy

    3D OIL STRATEGY Focused on identifying and acquiring high potential exploration acreage, organically enhancing value, then funding exploration and appraisal by farming out to larger companies For personal use only Identification and acquisition Enhance value by organically Monetise asset to generate

  11. Slide 11: 3D Oil Strategy

    3D OIL STRATEGY Validated strategy with T/49P farm-out to ConocoPhillips and in advanced discussions with multiple major Exploration & Production companies for WA-527-P For personal use only Identification and acquisition Enhance value by organically Monetise asset to optimise of early stage assets

  12. Slide 12: Since Inception, Core Focus Has Been the East Coast

    SINCE INCEPTION, CORE FOCUS HAS BEEN THE EAST COAST With permits in the Gippsland and Otway Basins, 3D Oil is perfectly positioned to take advantage of the strong east coast demand For personal use only The demand/supply gas imbalance in the east … which is expected to support higher coast is foreca

  13. Slide 13: Explore All Value Accretive Opportunities

    EXPLORE ALL VALUE ACCRETIVE OPPORTUNITIES In 2017, 3D Oil recognised the potential for a significant new petroleum province within the Bedout Sub-basin and acquired WA-527-P For personal use only Rigorous process to assess high potential, Ongoing exploration early-stage assets such as WA-527-P activ

  14. Slide 14: Forward Work Program

    FORWARD WORK PROGRAM 3D Oil has a comprehensive plan underpinned by exploration and farm-out activities For personal use only CY20 CY21 1Q 2Q 3Q 4Q 1Q WA-527-P Farm-out campaign Discussions currently advanced 100% 3D Oil Bedout Sub-basin Acquisition and processing of Sauropod 3D Seismic Executed far

  15. Slide 15: Corporate Snapshot

    CORPORATE SNAPSHOT Portfolio of high potential, frontier offshore exploration permits in Australia, including; Western Australia (Bedout Sub-basin), Tasmania (Otway Basin) and Victoria (Gippsland Basin) For personal use only Corporate overview 1 year share price (Acps) 0.15  Portfolio of high poten

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