ADX Energy Ltd · ASX:ADX
ADX Energy — RIU Good Oil & Gas Conference 2025
17 slides from ADX Energy's conference presentation, Sep 10, 2025
Slide 1: European Focused Energy Producer & Explorer Company Presentation
For personal use only E U R O P E A N F O C U S S E D ENERGY P R O D U C E R & E X P L O R E R C o m p a n y P r e s e n t a t i o n RIU Good Oil & Gas Conference - Perth Westin Hotel Presented by: Ian Tchacos - Executive Chairman On 10 September 2025 A S X : A D X
Slide 2: Disclaimer (Cautionary Statement)
DISCLAIMER (CAUTIONARY STATEMENT) IMPORTANT NOTICE: PRMS RESERVES CLASSIFICATIONS USED IN THIS PRESENTATION: This document has been prepared by ADX Energy Ltd (“ADX”) for the purpose of providing information to Developed Reserves are quantities expected to be recovered from existing wells and facili
Slide 3: Investment Proposition and Operating Strategy
INVESTMENT PROPOSITION AND OPERATING STRATEGY A COMPELLING PORTFOLIO: STABLE PRODUCTION, LOW-RISK IMMEDIATE GROWTH AND HIGH IMPACT EXPLORATION Austrian Austrian New Italian Value Adding Operating Multiple Long Term Exploration Growth Renewable Capability Farmouts Production Portfolio Portfolio Proje
Slide 4: Geography, Finance and Strategic Position
GEOGRAPHY, FINANCE AND STRATEGIC POSITION Capital Structure 01 Ticker ASX: ADX FRA: GHU For personal use only Share Price (at 25 August 2025) A$0.031 Number of shares 584m Number of options 94m Market capitalisation A$18.1M Cash (unrestricted) at 30 June 2025 A$4.8M 02 Debt A$1.3M Enterprise value A
Slide 5: Recent Activities and Results
RECENT ACTIVITIES AND RESULTS SUMMARY OF RESULTS – Q2 2025 Current Quarter Previous Quarter % age Change For personal use only Net Production Rate (BOEPD) 303 246 +23% Average Oil Price Brent (US$/bbl) US$67.82 US$75.66 - 10% Sales Revenue A$ 2.6 million 1 A$ 2.5 million +4% Cash Unrestricted A$ 4.8
Slide 6: Favourable Operating Positions in Austria and Italy
FAVOURABLE OPERATING POSITIONS IN AUSTRIA AND ITALY “Highly prospective, Short exploration time-lines; high value hydrocarbons and rapid development cycles” Infrastructure Access excellent for oil and gas in Austria; excellent for gas in Italy’s Sicily Channel Energy Demand high demand for both
Slide 7: Asset Priorities
ASSET PRIORITIES FOCUS ON BUILDING CASHFLOW AND GROWTH: SHALLOW GAS, NEAR FIELD OIL & HIGH IMPACT EXPLORATION AT WELCHAU AND SICILY CHANNEL. Austrian Oil & Gas Welchau-1 Discovery Upper Austria Anshof Near Field Sicily Channel Award For personal use only Production & Play development Shallow Gas Pla
Slide 8: Austrian Production Assets
AUSTRIAN PRODUCTION ASSETS VIENNA BASIN FIELDS AND ANSHOF FIELD (UPPER AUSTRIA) Vienna Basin Fields (100% Economic Interest) Anshof Oil Field (70% Economic Interest) Low emission, low decline production delivering Anshof-3 discovery well (2022) and Anshof-2A appraisal For personal use only long
Slide 9: Upper Austria Exploration Prospect Portfolio Update
UPPER AUSTRIA EXPLORATION PROSPECT PORTFOLIO UPDATE INCREASED EMPHASIS ON LOW-RISK GAS AND NEAR FIELD OIL Multiple Growth Pathways in a high value market with excellent infrastructure access For personal use only Quick to commercialise low risk Shallow Gas Anshof Near Field oil tie in opportunit
Slide 10: Upper Austria Shallow Gas Play
UPPER AUSTRIA SHALLOW GAS PLAY MULTIPLE TARGETS IDENTIFIED IN DRILL READY, PROVEN PLAY An extensive, valuable and repeatable play Map of historic Shallow Gas fields (pink), Drill Ready Shallow Gas Prospects (red), with multiple prospects identified to date in new prospects being matured in ADX’s 100
Slide 11: Upper Austria Shallow Gas Play: Drilling Commencing Q1 2026
UPPER AUSTRIA SHALLOW GAS PLAY LOW RISK, HIGHLY PRODUCTIVE, PROVEN AND REPEATABLE GAS PLAY: DRILLING COMMENCING Q1 2026 GOLD prospect is drill ready for Q1 2026 drilling if successful follow up prospects in three well GOLD Cluster For personal use only 13 Bcf (Pmean) total for GOLD, ZAUN and GRAB Pr
Slide 12: Upper Austria Shallow Gas Play: GOLD Cluster Development Scenario
UPPER AUSTRIA SHALLOW GAS PLAY (100% ECONOMIC INTEREST) GOLD CLUSTER DEVELOPMENT SCENARIO: VALUE BUILD BY MAXIMISING PRODUCTION AND MINIMISING CAPEX Single prospect development 1, 2 GOLD ‘Prospect’ revenue Split For personal use only Cumulative recovery: 8.2 Bcf Gross cumul. revenue: €67 mil. Gas pr
Slide 13: Sicily Channel Permit, Offshore Italy
SICILY CHANNEL PERMIT, OFFSHORE ITALY NEW GROWTH OPPORTUNITY IN GREAT ADDRESS FOR GAS DEVELOPMENT Highly prospective permit for gas supported by historic data from deeper oil exploration For personal use only An emerging and newly producing offshore gas province New ADX Permit Shallow water dept
Slide 14: Sicily Channel Permit: Gas Play Supported by Historic Data
SICILY CHANNEL PERMIT, OFFSHORE ITALY GAS PLAY SUPPORTED BY HISTORIC DATA AND ANALOGOUS FIELDS Historic well with multiple gas shows Biogenic gas play predicted in permit based on nearby analogous gas in Terravecchia Fm field (Lippone) and historic exploration well data in permit A Biogenic gas pl
Slide 15: Near-Term Activities – Value Development Catalysts
NEAR-TERM ACTIVITIES – VALUE DEVELOPMENT CATALYSTS Q4 2025 Q1 2026 Q2 2026 For personal use only Shallow Gas Drilling Upper Austria Farmout GOLD Prospect A low risk, high Permitting and Rig Contracting value pathway to new cash flow Drill 2 firm wells plus an optional well Anshof Near Field Oi
Slide 16: Thank You
For personal use only Thank You For further information: Ian Tchacos ASX: ADX Executive Chairman [email protected] Paul Fink adxenergy.com.au Chief Executive Officer [email protected] Amanda Sparks Finance Manager & Company Secretary Connect with Us [email protected] B
Slide 17: Upper Austria Prospect Inventory at August 2025
UPPER AUSTRIA PROSPECT INVENTORY AT 27 AUGUST 2025 NATURAL GAS CRUDE OIL Equity Prospect Prospective Resource (BCF) Prospective Resource (MMBBL) Play Type interest Permit Name Low Best Mean High Low Best Mean High [%] P90 P50 (Pmean) P10 P90 P50 (Pmean) P10 GOLD 4.1 7.5 8.3 13.4 - - - - 100 ADX-AT-I