Reabold Resources (RBD) Corporate presentation summary

Strategic focus and investment approach

• Invests in low-risk energy projects with high upside, targeting undeveloped gas discoveries with near-term production potential.

• Monetisation strategy balances shareholder returns and reinvestment in new projects.

• Focuses on supporting European energy security by advancing domestic gas supply.

• Recent asset sales, such as Victory to Shell, have generated significant proceeds and recognition as strategic projects.

• Portfolio includes interests in UK, Italy, and Romania, with clear near-term catalysts.

Portfolio highlights and project updates

• West Newton is one of the largest UK onshore gas discoveries, with phased development and initial production planned via Bitcoin mining.

• Colle Santo is the largest onshore undeveloped gas field in mainland Western Europe, with development ready and funding being arranged.

• Colle Santo project to produce LNG onsite, with CO2 capture and trucking to market; funding discussions with Gunvor and Italfluid.

• Reabold to receive €16M cash flow and 29% equity in Beacon Energy from Colle Santo transaction.

• Bitcoin mining partnership (KryptoByte) to provide up to £21M in funding for West Newton development.

Market context and energy transition

• European natural gas demand remains robust, with increasing reliance on imports and neglected domestic supply.

• Domestic gas offers fiscal, security, and carbon benefits over imports.

• Natural gas is positioned as a key enabler for the energy transition and growth in power-hungry sectors like data centers and AI.

• Small-scale LNG market is expanding, driven by displacement of diesel and marine fuel.