Kinetiko Energy (KKO) investor relations material

Executive summary

• Transitioned from explorer to gas field developer, with successful production testing at Brakfontein exceeding historical results and commercial viability thresholds.

• Launched the Rolling Cluster Development Strategy, enabling phased, capital-efficient gas field development with early revenue potential.

• Secured key partnerships, including a binding Joint Development Agreement with FFS Refiners and ongoing collaboration with the Industrial Development Corporation of South Africa.

• Strengthened board with the appointment of a former Exxaro CEO and expanded access to North American capital markets via OTCQB listing.

Financial highlights

• Net loss after tax for FY2026 was $4,616,090, an improvement from $5,542,251 in FY2025.

• Revenue and other income totaled $124,152, down from $211,456 year-over-year.

• Cash and cash equivalents at year-end were $478,634, down from $1,885,237 at the prior year-end.

• Shareholder equity increased to $72,685,717 from $71,898,792 year-over-year.

• No dividends were paid or recommended for the year.

Outlook and guidance

• Priorities for FY2027 include progressing permitting, completing civil works and commissioning the Phase 1 CNG facility, drilling the Key Well for Phase 2, and advancing gas reserve certification.

• First commercial gas production targeted for late 2027.

• Subsequent to year-end, raised firm commitments for $5.4 million in new equity to fund development and working capital.