Amplitude Energy Limited · ASX:AEL
Amplitude Energy — Shareholder Meeting (November 2026)
20 slides from Amplitude Energy's shareholder meeting presentation, Nov 5, 2026
Slide 1: 2026 Annual General Meeting addresses and presentation
ASX Announcement / Media Release 5 November 2026 2026 Annual General Meeting addresses and presentation Amplitude Energy Limited (AEL: ASX, “Amplitude Energy” or “the Company”) will hold its Annual General For personal use only Meeting (AGM) today at 10:30am ACDT. The meeting will be recorded with a
Slide 2: Chairman's Address
Chairman’s Address to the Amplitude Energy Limited Annual General Meeting Thursday, 5 November 2026 Tim Bednall, Acting Chairman For personal use only [FY26 Performance and Achievements] The 2026 financial year was a pivotal period in Amplitude Energy’s history. Over the past two years, management h
Slide 3: Chairman's Address: Gas and Australia's Energy Future, Remuneration
and schedule, supported by strong cost control and low-cost funding from the Company’s existing sources. Our share price has recovered by around 50% from a low of $1.24 to around $1.90 in the last 4 months. [Gas and Australia’s Energy Future] For personal use only Recent global events have underscor
Slide 4: Board Renewal
[Board Renewal] Board renewal continued through FY26. We welcomed Matthew Ridolfi as an independent Non- Executive Director and Chair of the Technical and Sustainability Committee, joining Gillian Larkins, who was appointed early in FY26 and now chairs the Audit and Risk Committee. Together, these a
Slide 5: Managing Director's Address
Managing Director’s Address to the Amplitude Energy Limited Annual General Meeting Thursday 5 November 2026 For personal use only Jane Norman Thank you, Tim, and good morning, everyone. This year Amplitude Energy turns 25. We started as a small oil explorer in South Australia’s Cooper Basin. Today w
Slide 6: Orbost reliability and East Coast Supply Project
downtime has fallen from 390 hours to 128 hours in FY26 compared to FY23 and unplanned production losses have fallen by more than 60% since FY23. A few years ago, Orbost was a problem asset. Today it’s one of our biggest strengths. That’s down to our operations and engineering teams solving problems
Slide 7: Otway and Gippsland growth projects; Taroom Trough
In the Otway Basin, ECSP brings new fields into the Athena Gas Plant. Athena has up to 150 terajoules a day of gross installed processing capacity, or 75 TJ/d for our 50% share, so even after ECSP there is room for peak supply and gas processing for third parties. In the Gippsland Basin, we’ll keep
Slide 8: Gas policy and domestic supply
of flexible gas generation by 2050 to support the integration of weather dependent renewables and meet electricity demand growth as coal retires. The Domestic Gas Reservation Bill is now before Parliament. In our view, the Bill should ultimately be judged by one test: whether it encourages the inves
Slide 9: 2026 Annual General Meeting
rsonal use only 2026 Annual General Meeting 5 NOVEMBER 2026 Proudly part of the Australian Made Campaign
Slide 10: Board of Directors
Board of Directors rsonal use only Timothy Bednall Jane Norman Gillian Larkins Acting Chairman Managing Director & CEO Independent Non-Executive Director Gary Gray AO Frank Tudor Matthew Ridolfi Independent Non-Executive Director Independent Non-Executive Director Independent Non-Executive Director
Slide 11: Chairman's Address
rsonal use only 2026 ANNUAL GENERAL MEETING Chairman’s Address Timothy Bednall Acting Chairman, Amplitude Energy Limited 3
Slide 12: Managing Director's Address
rsonal use only 2026 ANNUAL GENERAL MEETING Managing Director’s Address Jane Norman Managing Director & CEO, Amplitude Energy Limited 4
Slide 13: Proven performance & cash generation, prior to transformational growth
Proven performance & cash generation, prior to transformational growth Increased production and operational leverage has generated substantial margin expansion rsonal use only Production, PJe Production expenses 1, $ per GJ produced 27.6 26.6 $3.97 $2.80 $2.60 22.7 $2.33 $2.07 21.8 20.3 FY22 FY23 FY
Slide 14: Orbost production continues to increase
Orbost production continues to increase New records set at Orbost Gas Processing Plant (OGPP), with sustained production above previous nameplate capacity rsonal use only OGPP average daily production rate, TJ/day Select OGPP operational KPIs Nameplate capacity now increased to >70 TJ/d +52% Number
Slide 15: ECSP on track for first gas in 2028
ECSP on track for first gas in 20281 Annie, Juliet and Artisan deliver strong project economics with potentially more exploration upside still to come rsonal use only Brownfield project underpinned by Annie, Juliet & Artisan discovered resources, targeting plateau production of 90 TJ/day gross for a
Slide 16: Transformative near-term brownfield growth
Transformative near-term brownfield growth Backfilling existing infrastructure can deliver growth in equity production of around 60%+ by 20281 rsonal use only FY26, equity share Illustrative 2028 potential ˜75 TJ/day2 120+ TJ/day4 75 ~80 Potential >2x 75 + Patricia Baleen restart 68 u-EBITDAX3 growt
Slide 17: Taroom Trough entry
Taroom Trough entry Land release in a highly prospective onshore oil & gas region in Queensland, close to available infrastructure rsonal use only Block PLR2026-1-7 is a Permian “tight gas” exploration play, analogous to similar unconventional plays in North America Large volumes of proven gas and o
Slide 18: Gas meets 25% of Australia's energy demand
Gas meets 25% of Australia’s energy demand1 “We cannot turn off Australia’s gas without significant adverse impacts on Australians and our region.” Future Gas Strategy, Department of Infrastructure, Science and Resources, May 2024 rsonal use only Gas demand in Southern States2, 2025 Power generation
Slide 19: FY27 focus areas
FY27 focus areas Complete drilling by end of CY2026 rsonal use only Progress ECSP Execute project development, maintaining CY2028 first gas target Selectively target additional contract sales Optimise OGPP production, including at >70 TJ/day when market conditions are favourable Maximise asset utili
Slide 20: Questions
rsonal use only QUESTIONS Otway coastline, Port Fairy, Victoria
Amplitude Energy — Shareholder Meeting (November 2026) on 6ix