Tlou Energy Ltd · ASX:TOU
Tlou Energy — Shareholder Meeting (October 2012)
12 slides from Tlou Energy's shareholder meeting presentation, Oct 31, 2012
Slide 1: Southern African Unconventional Gas Specialist
Southern African Unconventional Gas Specialist Annual General Meeting Presentation Nathan Mitchell, Chairman 31 October 2012
Slide 2: Disclaimer
Disclaimer Important notice and disclaimer This document has been prepared by Tlou Energy Limited to provide existing and prospective investors in Tlou Energy Limited with an update on the Company and its operations. This presentation, including the information contained in this disclaimer, does
Slide 3: Southern Africa – A Unique Energy Investment Opportunity
Southern Africa – A Unique Energy Investment Opportunity Poised to Take Advantage of Favourable Operating and Commercialisation Dynamics History of Identifying & Commercialising Gas Assets Southern Africa Founders of Tlou were pioneers in the highly D.R.C Tanzania successful eastern Australian CBM
Slide 4: Company Highlights
Company Highlights Tlou’s Competitive Advantage 1 Board and management team with successful track record Pioneers in Queensland CBM industry 2 Favourable operating and regulatory environment Low cost location combined with government initiatives supporting CBM development 3 One of the most advan
Slide 5: Experienced Board and Management
Experienced Board and Management Proven Track Record of Success Board Nathan Mitchell Anthony (Tony) Gilby Chris Pieters Chairman Chief Executive Officer Executive Director 17 years in resource exploration Geologist with 28 years industry experience 7 years unconventional gas experience CEO
Slide 6: Overview of Tlou’s Projects
Overview of Tlou’s Projects Southern African Unconventional Gas Specialist One of the most advanced unconventional Tlou’s Botswana Permits and Applications gas projects in Botswana ― 100% ownership of ~7,000km2 of granted CBM permits – Karoo Central and Karoo West ― Additional permit applications
Slide 7: Significant Investment in Projects to Date
Significant Investment in Projects to Date Significant Drilling Activity, Particularly in Karoo Central Systematically acquired data through a programme of Location and Selected Results drilling and testing to characterise CBM potential ― Tlou relinquished blocks with low CBM potential ― New appli
Slide 8: Multi TCF Resource Base, Certified by NSAI
Multi TCF Resource Base, Certified by NSAI Potential to Expand Resource Certification Across Other Acreage Multi TCF Resource Base Potential to Expand Resource Certification First CBM operator in Botswana to achieve Significant resource expansion potential a NSAI contingent resource ― Current 2C
Slide 9: Building Acreage Throughout Southern Africa
Building Acreage Throughout Southern Africa Positioning to be a Regional Leader in Unconventional Gas Zimbabwe Tanzania Operating interest in 2 CBM special grants / 66,000Km2 of CBM tenements under 1 application spanning ~3,000Km2 application in the Selous basin ― Exposure with minimal near term
Slide 10: Near-Term Local Commercialisation Strategy
Near-Term Local Commercialisation Strategy Botswana Domestic Gas to Power Botswana Electricity Supply / Demand Estimate (MW) Botswana power demand outstripping supply ― Investment in generation required 1,200 ― Government focused on broadening fuel supply options, including gas 900 Potential to
Slide 11: Longer-Term Commercialisation Opportunity
Longer-Term Commercialisation Opportunity South African Energy Market – Addressing the Energy Shortage South Africa Electricity Supply / Demand Estimate (MW) South African energy market under pressure to meet growing demand Chart assumes Eskom delivery on its committed 14,000 MW expansion progra
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