要点
— 与 Santos 达成的农场协议使 Elixir 获得了 Taroom Trough 地区另外 2 个许可证的 50% 工作权益
— 该交易的或有资源量为 1.1 万亿立方英尺天然气（Elixir 净值为 2C）
— 高达 900 万美元的股权资本筹集用于资助农场工作
— 交易和融资对每股或有资源量具有很高的增值性

Elixir Energy Limited（“Flixir”或“公司”）很高兴地宣布，通过以下要素，其位于昆士兰州 Taroom Trough 的 Grandis 项目将得到实质性扩展：
1. 与 Santos Ltd（“antos”）的全资子公司签署两项农场协议，涉及 Taroom Trough 地区两个 100% 拥有的勘探许可证 — ATP 2056 和 ATP 2057。2
. 从 ATP 2056 预订 1.2 万亿立方英尺当量 (TCFE) 的独立认证后备资源 (2C)。Elixir 在 Taroom Trough 的总 2C 后备资源现在为 3.0 TCFE。3.
新的股权资本筹集高达 900 万美元，为农场工作提供资金；700 万美元用于配售，200 万美元来自股东配售。

农场协议
Elixir 已与一家全资拥有的 Santos 子公司签订了两份单独的农场协议，以获得 ATP 2056 和 ATP 2057 的 50% 工作权益 (WI)。下图显示了这些许可证在 Taroom Trough 的位置。

收购的土地包含公司已在 ATP 2044 中证实的盆地中心天然气 (BCG) 区的延伸。此外，它还包含该区更多的上倾目标，另一家运营商在 2024 年对这些目标进行了非常积极的钻探计划。新区块与 ATP 2044 和 2077 具有明显的协同作用，是 Elixir 的 Grandis 项目的有力战略补充。

Elixir 将为每个许可证的勘探项目提供资金和运营资金，对于 ATP 2056 来说，该项目是钻探 3,100 米的垂直井，对于 ATP 2057 来说，该项目是收购 200 公里的二维地震。这些项目将满足两个许可证的勘探承诺。此后，运营商将归还给 Santos。

该公司计划在今年第三季度左右在 ATP 2056 钻探一口井（已将其命名为 Lorelle-3）（最终时间取决于钻机可用性和长周期项目的采购）。地震收购可能会在 2026 年进行。

Lorelle-3 将是一口评估井，其目标是应用新颖的评估和测试技术来确定放置水平分支的最佳部分等。另一个目标是测量凝析油含量，据了解，Daydream 井以西的凝析油含量要高得多。Elixir 将立即寻求延长其当前的研发税收抵免预案，以支付这口井的成本。

后备资源预订
Elixir 已获得 ATP 2056 内后备资源的独立认证。该认证由独立资源/储量审计师 ERCE Australia Pty Ltd（“RCE”）进行。

根据 ERCE 所做的工作，ATP 2056 的后备资源和整个 Grandis 项目的最新后备资源总结如下。增加 ATP 2056 50% 的股份后，Grandis 2C 项目总可采天然气资源量将增加 68%，达到 3.0 TCFE。

股权融资Elixir 进行了股权配售，获得了具有约束力的承诺，以支持 其
在 Taroom Trough 地位的扩大，条款如下： 1. 以每股 3.5 美分的价格向机构和成熟投资者发行 199,468,466 股新股（比上次收盘价折价 20.5%，比 5 天 VWAP 折价 16.3%），配售筹集 700 万美元（扣除成本前 ）。2. 每发行两股新股，将获得当前发行类别的附加上市期权 (EXROBs)(i) 。3. 董事会已决定将为现有股东提供以相同条款参与此次融资的部分能力。截至 2025 年 2 月 10 日的登记日，股东将被邀请考虑参与股东配售 (SHP)，其条款与股票购买计划类似，最多可筹集 200 万美元。鉴于 SHP 包括发行附加期权，SHP 报价将以股东批准为条件，以使 Elixir 有权根据 ASX 上市规则发行 SHP 股票和期权。SHP 招股说明书和 EGM 通知将很快发布。 此次配售得到了大力支持，需求超过了配售规模，并为公司带来了许多新的机构投资者。 新筹集的资金将主要用于资助 ATP 2056 的评估井钻探。199,468,466 股配售股份和 99,734,233 股附加 EXROB 上市期权将根据上市规则 7.1 和 7.1A(ii) 发行，预计发行日期为 2025 年 2 月 17 日星期一。Taylor Collison Limited、Originate Capital Pty Ltd 和 MST Financial Services Pty Ltd 担任此次配售的联席牵头经办人。










Elixir 董事总经理 Neil Young 先生表示：“这项增值性极强的交易对我们的股东来说意义非凡。它大大增加了我们在 Taroom Trough 的现有和潜在资源，因此，即使在相关资本筹集之后，每股拥有的现有资源也大幅增加。我们整个团队在为 Santos 工作和与 Santos 合作方面拥有丰富的经验，我们非常尊重 Santos 是澳大利亚首屈一指的陆上运营商，我们期待扩大这些长期合作关系。”

HIGHLIGHTS
• Farmin deal with Santos secures Elixir a 50% Working Interest in 2 additional permits in the Taroom Trough
• Contingent Resource attributed to the deal is 1.1 trillion cubic feet of gas (2C net to Elixir)
• Upto $9 million dollars equity capital raising to fund the farmin work
• Deal & fund raising is highly accretive on a contingent resource per share basis

Elixir Energy Limited (“Elixir” or the “Company”) is pleased to announce a material expansion of its Grandis Project in the Taroom Trough, Queensland, through the following elements:
1. The execution of two Farmout Agreements with a wholly owned subsidiary of Santos Ltd (“Santos”) over two 100% owned exploration licences in the Taroom Trough – ATP 2056 and ATP 2057.
2. The booking of independently certified contingent resources (2C) of 1.2 trillion cubic feet equivalent (TCFE) from ATP 2056. Elixir’s total 2C contingent resource in the Taroom Trough is now 3.0 TCFE.
3. A new equity capital raising of upto $9M to fund the farmin work; $7M for a Placement and upto $2M from a Shareholder Placement.

Farmin Agreements
Elixir has executed two separate Farmin Agreements with a wholly owned Santos subsidiary to earn 50% working interests (WI) in ATP 2056 and ATP 2057. The map below illustrates where these licences are located in the Taroom Trough.

The acreage acquired contains an extension of the basin centred gas (BCG) play that the Company has proven in ATP 2044. Additionally, it contains the more updip targets in this play that have been the subject of a very active drilling program in 2024 by another Operator. The new blocks have obvious synergies with ATPs 2044 and 2077 and are a strong strategic addition to Elixir’s Grandis Project.

Elixir will fund and operate the farmin programs for each licence, which in the case of ATP 2056 is the drilling of a vertical well to 3,100 metres and for ATP 2057 is the acquisition of 200 kilometres of 2D seismic. These programs will meet the exploration commitments for the two licences. Operatorship will revert to Santos thereafter.

The Company plans to drill a well (which it has named Lorelle-3) in ATP 2056 in or around the third quarter of this year (with final timing being subject to rig availability and the procurement of long lead items). The seismic acquisition is likely to follow in 2026.

Lorelle-3 will be an appraisal well, whose objectives will be to apply novel evaluation and testing techniques to, inter alia, determine the optimal section for the placing of a horizontal lateral. A further objective is to measure the condensate content, which is known to be much higher west of the Daydream wells. Elixir will immediately seek an extension of its current Advanced Finding for R&D tax credit purposes to cover the costs of this well.

Contingent Resource Booking
Elixir has received independent certification of a contingent resource within ATP 2056. The certification was undertaken by Independent Resource/Reserve Auditor ERCE Australia Pty Ltd (“ERCE”).

Based on the work undertaken by ERCE, the contingent resource for ATP 2056 – and an updated contingent resource for the overall Project Grandis - are summarized below. The addition of a 50% stake in ATP 2056 increases the total Project Grandis 2C recoverable gas resources by 68% to 3.0 TCFE.

Equity Raising
Elixir conducted an equity placement where it received binding firm commitments to support this expansion of its Taroom Trough position, on the following terms:
1. Placement to raise $7 million (before costs) through the issue of 199,468,466 new shares to institutional and sophisticated investors at a price of 3.5 cents per share (a 20.5% discount to the last close and a 16.3% discount to the 5 day VWAP).
2. Each two new shares issued will receive an attached listed option of the class currently on issue (EXROBs)(i) .
3. The Board has determined that it will provide existing shareholders with some ability to participate in this capital raising on the same terms. Shareholders as at the record date of 10 February 2025 will be invited to consider participation in a Shareholder Placement (SHP) on similar terms to an share purchase plan to raise upto $2 million. Given that the SHP includes the issue of attaching options, the SHP offer will be conditional on shareholder approval being obtained so as to entitle Elixir to issue the SHP shares and options under the ASX Listing Rules. A SHP prospectus and EGM notice will be issued shortly.

The placement was strongly supported, with demand in excess of the placement size, and introduced a number of new institutional investors to the Company’s register.

The new capital raised will primarily be used to fund the drilling of an appraisal well in ATP 2056. The 199,468,466 Placement Shares and 99,734,233 attaching EXROB listed options will be issued under listing rules 7.1 and 7.1A(ii) , with the anticipated issue date being Monday, 17 February 2025.

Taylor Collison Limited, Originate Capital Pty Ltd and MST Financial Services Pty Ltd acted as Joint Lead Managers to the Placement.

Elixir’s Managing Director, Mr Neil Young, said: “This highly accretive deal is a fantastic one for our shareholders. It adds significantly to our already very material contingent and prospective resources in the Taroom Trough, such that, even after the associated capital raising, the contingent resources owned on a per share basis have increased substantially. Our overall team has great experience in working for and with Santos, who we greatly respect as Australia’s premier onshore Operator, and we look forward to expanding those long term relationships.”