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INVESTOR CENTRE

Results and Reporting: 2018

In this section, we provide key financial data and company information including our quarterly financial reporting to shareholders, together with archived material and other key data and analysis.

CONDENSED CONSOLIDATED INTERIM RESULTS FOR THE SIX MONTHS ENDED 31 AUGUST 2018

Shareholders are referred to the Independent Reserves Update Report included in the circular distributed to shareholders on 28 October 2015 (2015 Report) and are hereby advised of the results of the latest independent reserve review of the Virginia Project held by the Companys subsidiary Tetra4 Proprietary Limited, dated 30 September 2016.
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RENERGEN LIMITED - CIRCULAR TO SHAREHOLDERS (RIGHTS OFFER 2018)

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RENERGEN LIMITED - INTEGRATED ANNUAL REPORT 2018

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SOUTH AFRICAN LNG AND HELIUM PLAY REPORT (MARCH 2018)

Renergen represents a unique opportunity for investors. The company holds the first, and currently only, onshore petroleum production right in South Africa. While it is already producing and selling gas, production is set to accelerate in the next 18 months as it moves to liquefied natural gas (LNG) production, primarily serving the growing domestic heavy duty truck market. The move to LNG also unlocks the potential to extract and sell helium, adding material upside to economics (c 35% upside to NAV). With gross 2P reserves of 142 bcf of methane and c 2.2% of additional helium (Renergen 90% WI), our risked core NAV on a fully diluted basis is ZAR19.0/share. We estimate additional funding of c ZAR240m is required to become self-funding, in addition to a secured ZAR218m of term loan.

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UPDATED RESERVE AND EVALUATION REPORT (MARCH 2018)

Shareholders are referred to the Reserve Review Results released on SENS on 5 October 2016 (“Reserve Review”) which was prepared by Venmyn Deloitte, and are hereby advised of the results of the latest independent reserve review compiled by MHA Petroleum Consultants LLC from the United States of America in respect of the Virginia Project held by the Company’s subsidiary Tetra4 Proprietary Limited (“Tetra4”), dated 1 March 2018 (“MHA Update”).

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INDEPENDENT HELIUM – MACRO VIEW REPORT, PUBLISHED BY EDISON INVESTMENT RESEARCH

Helium is a vital element in the manufacture of MRIs, semiconductors as well as being critical for space exploration, rocketry and high-level science. We (Edison) examine the supply/demand picture for helium, examining key supply sources in the US and globally. We (Edison) also summarise the reserve situation for helium and look for pricing guidance.

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