Liquefied Natural Gas : Investor Presentation

PowerPoint Presentation

Liquefied Natural Gas Limited‌‌‌‌‌‌‌‌‌‌‌‌ Clarksons Platou Investor Presentation

January 2016

ASX: LNG and OTC ADR: LNGLY

The information in this presentation is not an offer or recommendation to purchase or subscribe for securities in any one or more entities in the LNGL Group or to retain or sell any securities currently being held. This presentation does not take into account, nor is it intended to take into account, the potential and/or current individual investment objectives and/or the financial situation of investors.

This presentation was prepared with due care and attention and the information contained herein is, to the best of LNGL Group's knowledge, as of the date of the presentation.

This presentation contains forward-looking statements that are subject to risk factors associated with the gas and energy industry. The expectations reflected in these statements are currently considered reasonably based, but they may be affected by a range of variables that could cause actual results or trends to differ materially, including but not limited to: price and currency fluctuations, the ability to obtain reliable gas supply, gas reserve estimates, the ability to locate markets for LNG, fluctuations in gas and LNG prices, project site latent conditions, approvals and cost estimates, development progress, operating results, legislative, fiscal and regulatory developments, economic and financial markets conditions, including availability of financing.

No representation or warranty (express or implied) is or will be made by any person (including LNGL Group and its officers, directors, employees, advisers and agents) in relation to the accuracy or completeness of all or part of this document, or any constituent or associated presentation, information or material (collectively, the Information), or the accuracy, likelihood of achievement or reasonableness of any projections, prospects or returns contained in, or implied by, the Information or any part of it. The Information includes information derived from third party sources that has not necessarily been independently verified.

Subject to any continuing obligations under applicable law or any relevant stock exchange listing rules, LNGL Group disclaims any obligation or undertaking to disseminate any updates or revisions to any forward looking statements in this presentation to reflect any change in expectations in relation to any forward looking statements or any change in events, conditions or circumstances on which any such statements were based.

To the maximum extent permitted by law, each entity in the LNGL Group, along with each entity's respective officers, employees and advisers, excludes all liability (including in negligence) for any loss or damage which may be suffered by any person as a consequence of any information in this presentation or any error or omission there from.

All references to dollars, cents or $ in this document is a reference to US Dollars, unless otherwise stated.

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Corporate data

ASX / US OTC ADR code LNG / LNGLY Cash balance as at 31 December 2015 ~ A$114 million Debt outstanding as at 31 December 2015 None

Market capitalization (A$0.64/share) as at 15 January 2016 ~ A$322 million Current Shares on issue 503.2 million Current performance rights 13.2 million Current unlisted options in issue 2.5 million

Share register (as at 31 December 2015)

North America (NA) ~ 50% • Top 20 ~ 58%

Substantial Shareholders Baupost Group 12.4% Valinor Management 10.3% Number of shareholders 9,418

NA investors owned ~ 50% of outstanding shares; Australian shareholders are most numerous 3

Board of Directors

• Broad energy experience

• Three US-based directors

• Post AGM event

- Phil Moeller, former FERC commissioner

Executive Management

• Deep LNG experience

• Post AGM events

  • Anthony Gelotti, Chief Development Officer

  • John Baguley, Chief Technical Officer

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