Gold Hydrogen (GHY) investor relations material

Strategic Investment and Partnerships

• Major Japanese investors, including Toyota, Mitsubishi Gas Chemical, and ENEOS Xplora, invested AUD 14.5 million at a premium, reflecting strong international interest and funding the 2025 drilling program.

• Strategic partnerships with CSIRO, SLB, and global energy companies support ongoing exploration and development.

• Collaboration with BOC, Linde, and Air Liquide for early-stage helium commercialization.

• Maersk Shipping is acquiring green methanol projects, highlighting industry demand.

• Combined top 20 shareholders hold 72.7% of shares on issue, with a market cap of $100 million and $22.5 million cash on hand.

Exploration Results and Resource Potential

• Drilling confirmed up to 97% purity for natural hydrogen and 36.9% for helium, with helium-3 detected at up to 3.47 ppb and significant commercial value.

• Independent reports estimate 1.3 billion kg of hydrogen and 41 Bcf helium resources in PEL 687.

• 77,000 sq km of prospective acreage located near infrastructure and ports.

• Multiple zones of hydrogen and a 200 m thick helium zone identified in recent wells.

• Aeromagnetic and 2D seismic surveys delineated basement architecture, guiding new drilling locations.

Commercialization and Cost Advantages

• Natural hydrogen production cost is estimated at AUD 1/kg, significantly lower than man-made hydrogen at AUD 6/kg.

• Helium sells for $400–$500 per 1,000 cu ft, with early commercial production possible for AUD 12–13 million.

• Ongoing drilling and testing aim to optimize extraction and move towards commercial scale, with pilot projects for hydrogen and helium planned.

• Green methanol production from local bio-organic waste is being developed for domestic use and export.

• Feasibility studies and conceptual designs underway for hydrogen-to-energy, green methanol, and pipeline blending.