Tlou Energy Ltd · ASX:TOU

Tlou Energy — Botswana Resource Sector Conference 2013

17 slides from Tlou Energy's conference presentation, Jun 11, 2013

  1. Slide 1: Botswana CBM Project Update

    For personal use only BOTSWANA CBM PROJECT UPDATE BOTSWANA RESOURCE SECTOR CONFERENCE 11TH – 12TH JUNE 2013 GABAAKE GG, REGIONAL MANAGER

  2. Slide 2: Important notice and disclaimer

    Disclaimer Important notice and disclaimer For personal use only This presentation is prepared by Tlou Energy Limited (“Tlou” or the “Company”) and may contain forward-looking statements with respect to the financial condition, resources, assets and business of Tlou and certain plans and objectives

  3. Slide 3: Agenda

    Agenda For personal use only 1. Introduction • Who is Tlou Energy • Project Team • African Operations • Why focus on Botswana? 2. Work Completed To Date • Conduct Exploration work programmes • Confirmed CBM potential • Independently Certified contingent gas resource • Appraisal work programmes • Res

  4. Slide 4: Tlou Energy

    Tlou Energy For personal use only • Tlou Energy Pty Ltd formed in 2008 as an unlisted public company • Focus in Botswana with regional expansion plans • Experienced board and management team • Directors previously involved in Sunshine Gas Limited, and Mitchell Drilling • Regarded as pioneers in the

  5. Slide 5: Experienced Board and Management

    Experienced Board and Management Proven Track Record of Success For personal use only Board Nathan Mitchell Anthony (Tony) Gilby Chairman Chief Executive Officer  17 years in resource exploration  Geologist with 28 years industry experience  CEO of Mitchell Group  Co-founder and previous CEO of

  6. Slide 6: Potential Blue Sky Opportunities Throughout Southern Africa

    Potential Blue Sky Opportunities Throughout Southern Africa Potential to be a Regional Leader in Unconventional Gas For personal use only Should the Botswana strategy prove to be successful, this will provide a stepping board into other regions where early stage positions are either being negotiated

  7. Slide 7: Overview of Tlou's Projects

    Overview of Tlou’s Projects Botswana Unconventional Gas Specialist For personal use only  100% ownership of ~7,000km2 of Tlou’s Botswana Permits and Applications granted CBM permits – Karoo Central and Karoo West  Additional permit applications in Botswana  Masama & Kite Fliers permits relinquish

  8. Slide 8: Why Botswana Focus

    Why Botswana Focus For personal use only  Botswana is a growing economy  A favourable environment for resource investment  Politically stable, democratic government system  Natural Gas provides an attractive solution for Botswana’s growing energy requirements • coal fired/ Nuclear/ Renewable ene

  9. Slide 9: Significant Investment in Projects to Date

    Significant Investment in Projects to Date Significant Drilling Activity, Particularly in Karoo Central For personal use only Location and Selected Results  Developed one of the most comprehensive unconventional gas exploration datasets in Botswana ― ~US$40m spent to date (1)  Majority of drilling

  10. Slide 10: Geological Prospectivity Confirmed

    Geological Prospectivity Confirmed Coal Seams Display Attractive Features For personal use only Reservoir Distribution Cross Section – Karoo Central Area  Wells intersect coals at depths of ~300-700m  Cumulative net coal thickness averaging ~25m, and up to 35m in Chris/MDB to places provide horizo

  11. Slide 11: Multi TCF Resource Base, Certified by NSAI

    Multi TCF Resource Base, Certified by NSAI Potential to Expand Resource Certification Across Other Acreage For personal use only Multi TCF Resource Base Current Tlou Resource Certification Area  First CBM operator in Botswana to achieve an independent (NSAI) contingent resource certification • 2.3

  12. Slide 12: Access to technology is key

    Access to technology is key For personal use only • Australian experience shows that production well design and completion technique is paramount in successful development of CBM • Tlou is currently utilising horizontal drilling technology in Botswana • Increase the contact with the targeted reservo

  13. Slide 13: Typical CBM Timeline

    Typical CBM Timeline For personal use only • Core wells • Drill stem tests • Desorption tests • Pilot wells & pressure monitoring • Reservoir modeling • Gas marketing & contracts • Infrastructure

  14. Slide 14: Horizontal Pilot Well Drilling Programme

    Horizontal Pilot Well Drilling Programme For personal use only  Horizontal pilots programme currently underway • Selemo and Lesedi Pilot areas  Each location has 2 horizontal lateral wells (~750 m in-seam) with vertical intercept pumping well  Target Reservoir: Basal Morupule coal seam (~6 m)  E

  15. Slide 15: Horizontal Pilot Well Drilling Programme

    Horizontal Pilot Well Drilling Programme For personal use only

  16. Slide 16: Summary Forward Plan (Next Months)

    Summary Forward Plan (Next 24 Months) For personal use only  Drill and test 2 x horizontal well pods to test gas flow rates • (1 pod = 2 horizontal lateral wells drilled to intersect vertical pumping well);  Assuming commercial gas rates, prepare updated reserve/resource statement with NSAI  Comp

  17. Slide 17: Thank You

    For personal use only Thank You

Tlou Energy — Botswana Resource Sector Conference 2013 on 6ix