Gold Hydrogen Ltd. · ASX:GHY
Gold Hydrogen — Non-Deal Roadshow (October 2022)
28 slides from Gold Hydrogen's roadshow presentation, October 2022
Slide 1: Gold Hydrogen
Non-Deal Roadshow | October 2022 Gold Hydrogen Developing naturally occurring Australian Hydrogen Resources Non-Deal Roadshow | October 2022 Gold Hydrogen Limited 1
Slide 2: Important Notice & Disclaimer
Non-Deal Roadshow | October 2022 Important Notice & Disclaimer This presentation is not a prospectus, disclosure document or offering document under Australian law or under any other law. “forward looking statements”. Often, but not always, forward looking statements can generally be identified by t
Slide 3: Presenting Today
Non-Deal Roadshow | October 2022 Presenting Today Neil McDonald Luke Titus Founder & Managing Director Founder & Chief Operating Officer • 20+ years of extensive commercial experience from • 25+ years of relevant international resources greenfield exploration to early development. exploration and de
Slide 4: Executive Summary - Low cost, carbon neutral Hydrogen
Non-Deal Roadshow | October 2022 Executive Summary - Low cost, carbon neutral Hydrogen Title over reported natural Certified Prospective Resource for natural hydrogen resource hydrogen with an unrisked Best Estimate of 1.3 occurrences billion kilograms Ramsay Project (green on map) is 100% owned Fla
Slide 5: Industry Overview
Non-Deal Roadshow | October 2022 Industry Overview 5 Gold Hydrogen Limited 5
Slide 6: Global Hydrogen Forecast
Non-Deal Roadshow | October 2022 Global Hydrogen Forecast Substantial investment laying the foundation for hydrogen use Global Hydrogen Demand by Sector, Net Zero Emissions Target Scenario (Mt) 527 A$629B 31 Projected annual investment on 102 hydrogen projects in A$184B 2050 Projected annual 207 inv
Slide 7: Key Trends Driving Hydrogen Adoption
Non-Deal Roadshow | October 2022 Key Trends Driving Hydrogen Adoption Most hydrogen used today is in the production of ammonia and steel, or by oil refineries Future growth projections are based on a number of key trends that are driving adoption ESG investment and Technological advances Hydrogen en
Slide 8: Types of Hydrogen Production
Non-Deal Roadshow | October 2022 Types of Hydrogen Production Naturally occurring Hydrogen offer a significant cost and carbon neutral advantage relative to other hydrogen production (manufacturing) processes Grey Black/Brown Blue Green Natural gas / Renewables / Energy source Natural hydrogen Natur
Slide 9: Project Overview
Non-Deal Roadshow | October 2022 Project Overview 9 Gold Hydrogen Limited 9
Slide 10: Gold Hydrogen's Ramsay Project
Non-Deal Roadshow | October 2022 Gold Hydrogen’s Ramsay Project Gold Hydrogen has a 100% ownership of the Granted natural hydrogen flagship Ramsay Project covering 7,820km2 on exploration permit the Yorke Peninsula and Kangaroo Island in South Australia Ramsay H2 discovery well (drilled 1931) Austra
Slide 11: Historical Drilling Discovers Hydrogen
Non-Deal Roadshow | October 2022 Historical Drilling Discovers Hydrogen Historical drilling • Notable increase in natural hydrogen richness with depth, 90% H2 composition (air American Beach Ramsay corrected) circa 500m discovery well discovery well • Other known natural hydrogen occurrences in Dept
Slide 12: Independent analysis estimates a prospective Hydrogen resource of circa 1.3bn kilograms
Non-Deal Roadshow | October 2022 Independent analysis estimates a prospective Hydrogen resource of circa 1.3bn kilograms • Best Estimate Prospective Resource calculated Unrisked prospective hydrogen resources, only to 750m PEL 687 (‘000 tonnes) • Deeper source, reservoirs, and hydrogen accumulation
Slide 13: Key Success Factors
Non-Deal Roadshow | October 2022 Key Success Factors Ramsay Project ticks the boxes in respect of the key attributes for the Formation and Accumulation of Natural Hydrogen Key Success Factor Ramsay Project The optimal geological conditions for the natural formation of Ramsay Project is ideally locat
Slide 14: Source and Generation
Non-Deal Roadshow | October 2022 Source and Generation • Hydrogen generating source rocks: Ramsay Project is located at the Southern end of Olympic Dam iron-oxide-copper-gold + uranium • Naturally occurring hydrogen: Source rocks mixing with large volumes of oxidized ground and sea water causes hydr
Slide 15: Seals and Traps
Non-Deal Roadshow | October 2022 Seals and Traps • Entrapment of the naturally formed hydrogen: The stratigraphy of the Cambrian Stansbury Basin of PEL 687 formed 500 million years ago creates an impermeable seal above the massive fractured basement (MFB) trapping the hydrogen in the fractured syste
Slide 16: Structure
Non-Deal Roadshow | October 2022 Structure • Structure: Ideally the host rocks for formation of hydrogen gas are located along major structural boundaries in an extensional geological regime where natural fractures exist • Ideal location: Ramsay Project is located on major lithospheric boundary, wit
Slide 17: Reservoir
Non-Deal Roadshow | October 2022 Reservoir • Multiple reservoir targets: Two potential reservoirs for hydrogen, MFB, the primary target; and Cambrian limestones and sandstones, the secondary targets • Fracture system traps hydrogen to accumulate: MFB has been natural fractured by earth movements, pr
Slide 18: Growth Plan
Non-Deal Roadshow | October 2022 Growth Plan 18 Gold Hydrogen Limited 18
Slide 19: Key Objectives
Non-Deal Roadshow | October 2022 Key Objectives To initially validate the To demonstrate that natural natural hydrogen Gold Hydrogen’s core hydrogen is present in occurrences of the 1920s business objectives over the sufficient volumes to be and 1930s, and prove that next two years are: extracted fo
Slide 20: Enabling Partnerships in Place
Non-Deal Roadshow | October 2022 Enabling Partnerships in Place Assist with and commence High-definition airborne survey Develop new techniques and workflows including subsurface over 18,203 line-kms at 500- processes to accurately identify Vertical-seismic-profile (VSP) to characterisation; wellbor
Slide 21: Completed Work Programs
Non-Deal Roadshow | October 2022 Completed Work Programs Considerable technical and non-technical workflows have been progressed and completed that underpin Ramsay Project maturation include: Wellbore-1 concept selection Stage 1 digital subsurface database modelling Completed Aug-2022 Complete by De
Slide 22: Planned Work Programs
Non-Deal Roadshow | October 2022 Planned Work Programs Key Milestones for drilling the first Complete basis-of-design for Exploration Well- well in the Ramsay 1: Q1-CY23 Project include but not limited to: Complete procurement for Exploration Well-1: Q2-CY23 Wellbore-1 testing: Q3-CY23 Resource Upda
Slide 23: Indicative Schedule
Non-Deal Roadshow | October 2022 Indicative Schedule Q4 CY22 Q1 CY23 Q2 CY23 Q3 CY23 Q4 CY23 Q1 CY24 Q2 CY24 Q3 CY24 Q4 CY24 Continued community & stakeholder engagement Project development Environmental approvals and land access Stage 1 – Gas Soil Stage 1 – Lab analysis CSIRO Stage 2 – Gas Soil wor
Slide 24: Stage 1: Commercialisation: Initial Wellhead
Non-Deal Roadshow | October 2022 Stage 1: Commercialisation: Initial Wellhead Using existing technology and infrastructure to convert hydrogen Resources to Reserves Clean Energy Well #1 Wellhead Fuel Cell Unit ~$0.50 F&D1 ~$0.50 Wellhead Electrolysis • Exploration drilling in Q3 CY23 on Ramsay prosp
Slide 25: Stage 2: Large Scale Commercialisation
Non-Deal Roadshow | October 2022 Stage 2: Large Scale Commercialisation • Early opportunities to support local transition from carbon-based energy sources to natural hydrogen sources • Received interest for MOUs for natural hydrogen sales • Aligned to South Australia and National Hydrogen Action Pla
Slide 26: Key Board and Management
Non-Deal Roadshow | October 2022 Key Board and Management Neil McDonald Alexander Downer Katherine Barnet Roger Cressy Karl Schlobohm Founder & Independent Independent Executive Director, Company Secretary & Managing Director Non-Executive Chair Non-Executive Director Commercial & Operations Chief F
Slide 27: Summary
Non-Deal Roadshow | October 2022 Summary Title over reported natural hydrogen resource Certified Prospective Resource for natural hydrogen with an unrisked Best occurances Estimate of 1.3 billion kilograms Flagship project, exploration Ramsay Project (green on map) is 100% owned by Gold Hydrogen. Ot
Slide 28: Neil McDonald, Director
Non-Deal Roadshow | October 2022 Neil McDonald Director [email protected] +61 0 421 331 933 Luke Titus Technical Director [email protected] +61 0 488 012 122 goldhydrogen.com.au Gold Hydrogen Limited 28