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Beetaloo Energy Australia (BTL) investor relations material
Beetaloo Energy Australia Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Progressed toward first pilot gas sales, with Carpentaria Gas Plant commissioning targeted for Q4 2026 and strong Carpentaria-5H flow-test results.
Launched Beetaloo Digital as a potential longer-term gas-to-power and data-centre market, while advancing Western Beetaloo seismic work.
Financial highlights
Received FY2025 R&D tax refund of $19.1 million plus $0.3 million interest, strengthening liquidity.
Quarter-end cash was $51.7 million; total available liquidity was $113.2 million, including $61.5 million in undrawn facilities.
Exercised 1,321,460 options at 24 cents per share, generating $317,150 cash.
Outlook and guidance
Carpentaria Gas Plant construction was nearing completion; commissioning and first pilot gas sales were targeted for Q4 2026.
Carpentaria-2H, -3H and -5H were expected to connect to the plant following completion of testing.
Beetaloo Digital concept and pre-FEED work will assess a potential integrated gas-to-power and data-centre development at Weddell.
- Carpentaria Pilot Project advanced on schedule, with strong funding and first gas sales targeted for Q4 2026.BTL
H1 2026 - Carpentaria Gas Plant on schedule for Q4 2026; strong well results and liquidity support growth.BTL
Q2 2026 TU - Targeting 2026 gas sales, leveraging vast resources, strong partners, and premium LNG market access.BTL
Investor presentation - Liquidity strengthened with $66.3M equity placement and $15.4M R&D refund; Carpentaria Gas Plant fully funded.BTL
Q1 2026 TU - Carpentaria Pilot Project advanced, US assets sold, net loss narrowed, and cash reserves doubled.BTL
H2 2024 - Carpentaria Pilot Project advanced to FID, with first gas sales targeted for late 2026.BTL
H2 2025 - Record operational milestone at Carpentaria-5H and strong liquidity position support project progress.BTL
Q3 2025 TU - Carpentaria 5H to undergo Australia's largest fracking, with gas sales and expansion plans advancing.BTL
Emerging Growth Conference 81 - Beetaloo Basin development accelerates with new wells, gas sales, and LNG export ambitions.BTL
Emerging Growth Conference 79
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