Tmk Energy Limited · ASX:TMK
Tmk Energy — South-West Connect Conference 2026
12 slides from Tmk Energy's conference presentation, Oct 29, 2026
Slide 1: Building Mongolia's Gas and Energy Export Future
GURVANTES XXXV COAL SEAM GAS PROJECT TMK ENERGY LIMITED (ASX:TMK) rsonal use only BUILDING MONGOLIA’S GAS AND ENERGY EXPORT FUTURE South-West Connect Conference 29 October 2026 Dougal Ferguson Chief Executive Officer ASX : TMK WWW.TMKENERGY.COM.AU
Slide 2: Disclaimer
DISCLAIMER This document is for information purposes only. It is not a prospectus, disclosure document or offering document under Australian law or under any other law and does not constitute an offer or invitation to apply for securities. This document is not an offer of securities for subscription
Slide 3: TMK Investment Highlights
TMK INVESTMENT HIGHLIGHTS RESPONSIBLY DEVELOPING MONGOLIA’S LARGEST NATURAL GAS RESOURCE TMK ENERGY LIMITED(as of 22 October 2026) FULL CONTROL OF FLAGSHIP PROJECT 0.2 2,800,000 100% owner and operator of the Gurvantes XXXV 0.18 Share Price $0.115 2,400,000 rsonal use only Coal Seam Gas Project in t
Slide 4: Gurvantes Natural Gas Project
GURVANTES NATURAL GAS PROJECT PROJECT OVERVIEW Location South Gobi Basin, Mongolia rsonal use only Production Sharing Contract (PSC) / Description Exploration License Size ~8,400km2 TMK Interest 100% Status Exploration and Appraisal 1.2 TCF (2C) - Nariin Sukhait discovered Certified resource Natural
Slide 5: Mongolia's Energy Reality
MONGOLIA’S ENERGY REALITY HIGH DEMAND. COAL DEPENDENT. DESIRE FOR FOREIGN INVESTMENT. PRIMARY ENERGY SUPPLY BY FUEL ELECTRICITY DEMAND FORECAST OF MONGOLIA MONGOLIA’S ECONOMY IS GROWING BUT ITS (2023) (2011 to 2030) rsonal use only 1% ENERGY SYSTEM REMAINS HEAVILY RELIANT ON 3,500 3,080 AGING COAL F
Slide 6: Initial Pilot Well Project Successful
INITIAL PILOT WELL PROJECT SUCCESSFUL INCREASING GAS PRODUCTION AND NEAR WELL BORE GAS DESORPTION CONFIRMED Lucky Fox Pilot Well Field Production Record Gas Production LF-07 PERFORMANCE EXEEDS EXPECTATION with strong rsonal use only 1,400 1,400 Multiple and sustained gas breakthrough Initial gas spi
Slide 7: Regulatory Milestone: Formal Declaration of Discovery Accepted
REGULATORY MILESTONE FORMAL DECLARATION OF DISCOVERY ACCEPTED ➢ rsonal use only Declaration of (Gas) Discovery made in accordance with the Petroleum Law and now accepted by the Mongolian Regulator, MRPAM ➢ First step to facilitate the process to commence application for a production or exploitation
Slide 8: Large Scale Discovered Resource
LARGE SCALE DISCOVERED RESOURCE… 1.2 TCF (2C) OF CONTINGENT RESOURCE rsonal use only Unrisked Gross (100%) Contingent Gas Resources (BCF)* Depth Range ➢ Independently assessed by (metres) ` 2C (Best 3C (High Netherland Sewell and Associates 1C (Low Estimate) Estimate) Estimate) Inc (NSAI) in 2022 ➢
Slide 9: With Significant Upside Potential
…WITH SIGNIFICANT UPSIDE POTENTIAL CONVERTING PROSPECTIVE RESOURCE TO CONTINGENT rsonal use only Risked Gross (100%) Prospective Gas Resources (BCF) Region ` 1U 2U 3U (Low (Best (High Estimate) Estimate) Estimate) Total 2,621 5,303 9,859 (Arithmetic) Prospective Resource Estimate The Prospective Res
Slide 10: 2026 Work Program and Deliverables
2026 WORK PROGRAM AND DELIVERABLES DELIVERING A CAPITAL EFFICIENT PROGRAM 2026 WORK PROGRAM DELIVERABLES 4 RE-COMPLETED WELL BORES rsonal use only ➢ Workover rig on location with initial ➢ 2026 Program delivers a minimum of 4 operations commenced new well bores (1 new pilot well and 3 re-completed w
Slide 11: Partnership with Dashvaanjil Group
PARTNERSHIP WITH DASHVAANJIL GROUP ADVANCING THE PATH TO COMMERCIALISATION rsonal use only LUCKY FOX GAS MODULAR GAS-FIRED ELECTRICITY TO PILOT WELLS PROCESSING POWER GENERATION LOCAL MARKETS Established in 1992, Dashvaanjil Group is Mongolia's leading LPG company, operating nationwide and playing a
Slide 12: Thank You
GURVANTES XXXV COAL SEAM GAS PROJECT TMK ENERGY LIMITED (ASX:TMK) rsonal use only THANK YOU +61 8 6319 1900 (Australia) +976 7777 3373(Mongolia) www.tmkenergy.com.au ASX : TMK [email protected] WWW.TMKENERGY.COM.AU