Kinetiko Energy Ltd. · ASX:KKO
Kinetiko Energy — Investor Presentation (May 2025)
14 slides from Kinetiko Energy's investor presentation, May 15, 2025
Slide 1: South Africa's Onshore Gas Energy Solution
SOUTH AFRICA’S ONSHORE GAS ENERGY SOLUTION ASX:KKO May 2025 1
Slide 2: Executive Summary
LOCAL ENERGY CRISIS 1 Significant need for alternative energy supply in the region with Executive Summary rapidly declining coal and offshore gas energy supply driving major social and economic impacts NEAR TERM SOLUTION 2 Kinetiko Energy is a gas explorer focused on advanced shallow Onshore convent
Slide 3: South Africa's Energy Crisis
South Africa’s Energy Crisis SOUTH AFRICA LOAD SHEDDING1 % days per year with power cuts due to electricity supply shortages Frequent power failures causing 100% significant social and economic damage % days per year 50% Aging coal energy supply historically providing over 85% of power generation -
Slide 4: Asset Overview
Asset Overview 100% SUCCESS All 48 wells have successfully encountered gas with large, shallow pay zones, suggesting uniform geology throughout entire tenement areas A significant resource, with near-term material resource growth, in close proximity to existing energy infrastructure and major cities
Slide 5: Development Characteristics
Development NO FRACKING REQUIREMENT Shallow conventional gas asset allowing for cost effective extraction Characteristics without the requirement for fracking. This is not a Coal Bed Methane (CBM) play. Gas to power represents a nearer-term solution to decarbonisation of CONVENTIONAL SETTING South A
Slide 6: Phased Development Strategy
Phased Development Strategy Production Production Growing Resources Exploration Commercial Scale Appraisal Development And Reserves 48 Exploration wells Drill additional Initial gas to power Grant of ER383 pilot micro LNG plant, now drilled with 100% production wells (5 demonstration already allowin
Slide 7: Flow Assurance Expert Report Confirms Gas Deliverability
Flow Assurance Expert Report Confirms Gas Deliverability What We Learned • Last two test wells encountered unexpectedly low gas flows • Expert lab testing found gas flow blocked by water and foam used during drilling “Laboratory analyses performed by Key Findings (Oilfield Technologies Report) OT co
Slide 8: Near Term Timeline
Near Term Timeline NEAR TERM EXECUTION PATHWAY CY25 CY26 COMMENT J F M A M J J A S O N D J F M Productions Test Wells Drilling Assess viability of multiple development sites Drill Optimisation Program Completed Mitigate technical risk and provide data for further Reserve Extended Flow Testing Result
Slide 9: Production Test Program
Production Test Program Development focused exploration program drilling production appraisal wells to identify high flow rate gas zones and sites for development of production clusters Next production test wells in strategic locations to enhance commercial development and resource/reserve expansion
Slide 10: Corporate Overview
Corporate Overview SHAREHOLDINGS SHARE PRICE & VOLUME $0.15 15m Directors $0.10 10m 26% SA Institutions $0.05 5m 50% Badimo 14% - - May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 10% Others Volume Share Price CORPORATE SNAPSHOT MAJOR SHAREHOLDERS Shares on Issue
Slide 11: Disclaimer / Appendix
DISCLAIMER / APPENDIX 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, pros
Slide 12: Board & Management
Board & Management Adam Sierakowski Executive Chairman Hendrik Burger Jr Operations Manager Adam is a seasoned lawyer and founding director of Palisade Corporate and Hendrik Burger, or “Junior”, as he is known to our team, has been with Kinetiko Trident Capital. With over 21 years of experience in t
Slide 13: Resource & Reserves
Resource & Reserves License1,4 1C 2C 3C Total CBM and SST CR 2,846.0 6,031.4 17,429.1 License2,4 1U 2U 3U ER 271 - - - ER 270 3,201 5,413 8,396 ER 272 303 406 529 Total 3,504 5,819 8,925 Reserves3,4 PDP PDNP PUD Total Proved (1P) Proved + Probable (2P) Proved + Probable + Possible (3P) Gas (MMCF) 0.
Slide 14: Contact
CONTACT Adam Sierakowski Richard Wolanski Executive Chairman Corporate Finance adam@kinetiko.com.au richard@kinetiko.com.au 14