Energy Sector Profile

Overview The ASX listed Energy sector is comprised of companies involved in the exploration and development of coal, uranium, oil & gas and renewable energy assets. Australia is rich in natural resources and boasts some truly world class energy assets. Australia is the world’s largest coal exporter and a major supplier of LNG and uranium to world markets, in particular Asia.

Reasons to list Energy companies on ASX• Access to capital:

– A global market with a wide range of institutional and retail investors

– Australia has the 6th largest pool of investment assets in the world and the largest in Asia*

• A natural destination for international resources capital – a developed market in one of the world’s major mining and energy regions

• Peer Group: list alongside key industry players

• Opportunities for SMEs: a broad service offering for early stage and mature companies

* Source: Austrade; Investment Company Institute, Worldwide Mutual Fund Market Data, Q2 2016

Recent IPOs ASX CODE

COMPANY NAME SECTOR LISTING DATE

CAPITAL RAISED (A$ M)

MARKET CAPITALISATION ON LISTING (A$ M)

LEAD MANAGER

PEZ Premiere Eastern Energy Ltd Energy Feb-2015 3.5 183.5 n/aUND U & D Coal Ltd Coal & Consumable Fuels Feb-2014 54.3 76.6 AFS Capital SecuritiesATS Australis Oil & Gas Ltd Oil & Gas Exploration &

ProductionJul-2016 30.0 69.9 Euroz Securities

SKP Skylands Petroleum Group Ltd Oil & Gas Exploration & Production

Aug-2016 - 30.9 n/a

WEL Winchester Energy Ltd Oil & Gas Exploration & Production

Sep-2014 20.0 23.0 CPS Capital Group / Patersons Securities

URI Uranium Resources Inc Energy Nov-2015 - 15.8 Scheme of arrangement with Anatolia Resources

UIL UIL Energy Ltd Oil & Gas Exploration & Production

Nov-2014 4.2 15.8 Bell Potter

AOW American Patriot Oil & Gas Ltd Oil & Gas Exploration & Production

Jul-2014 8.2 14.4 Peloton Capital

0

25

50

75

100

125

150

175In

dex

Leve

l

Source: Bloomberg, January 2017

Jan

07Ju

l 07

Jan

08Ju

l 08

Jan

09Ju

l 09

Jan

10Ju

l 10

Jan

11Ju

l 11

Jan

12Ju

l 12

Jan

13Ju

l 13

Jan

14Ju

l 14

Jan

15Ju

l 15

Jan

16Ju

l 16

Jan

17

S&P/ASX 200 S&P/ASX 200 Energy

S&P/ASX 200 Energy vs S&P/ASX 200

Energy Sector ProfileTop 100 Stocks

ASX COMPANY MARKET SUB-INDUSTRY^ COUNTRY OF CODE NAME CAPITALISATION INCORPORATION (A$ M)^

WPL Woodside Petroleum Ltd 26,579.1 Oil & Gas Exploration & Production AustraliaORG Origin Energy Ltd 11,652.5 Integrated Oil & Gas AustraliaOSH Oil Search Ltd 10,917.7 Oil & Gas Exploration & Production Papua New GuineaSTO Santos Ltd 8,170.2 Oil & Gas Exploration & Production AustraliaCTX Caltex Australia Ltd 7,949.5 Oil & Gas Refining & Marketing AustraliaSOL Washington H Soul Pattinson & Company Ltd 3,658.0 Coal & Consumable Fuels AustraliaWHC Whitehaven Coal Ltd 2,842.1 Coal & Consumable Fuels AustraliaWOR WorleyParsons Ltd 2,487.9 Oil & Gas Equipment & Services AustraliaBPT Beach Energy Ltd 1,604.0 Oil & Gas Exploration & Production AustraliaNHC New Hope Corporation Ltd 1,358.8 Coal & Consumable Fuels AustraliaYAL Yancoal Australia Ltd 467.3 Coal & Consumable Fuels AustraliaKAR Karoon Gas Australia Ltd 448.2 Oil & Gas Exploration & Production AustraliaLNG Liquefied Natural Gas Ltd 353.3 Oil & Gas Storage & Transportation AustraliaFAR Far Ltd 334.6 Oil & Gas Exploration & Production AustraliaAWE AWE Ltd 324.8 Oil & Gas Exploration & Production AustraliaSXY Senex Energy Ltd 323.2 Oil & Gas Exploration & Production AustraliaEDE Eden Innovations Ltd 282.4 Coal & Consumable Fuels AustraliaSEA Sundance Energy Australia Ltd 274.9 Oil & Gas Exploration & Production AustraliaBKY Berkeley Energia Ltd 243.0 Coal & Consumable Fuels AustraliaSEH Sino Gas & Energy Holdings Ltd 238.6 Oil & Gas Exploration & Production AustraliaCOE Cooper Energy Ltd 234.1 Oil & Gas Exploration & Production AustraliaERA Energy Resources Of Australia Ltd 227.8 Coal & Consumable Fuels Australia88E 88 Energy Ltd 183.4 Oil & Gas Exploration & Production AustraliaPDN Paladin Energy Ltd 154.2 Coal & Consumable Fuels AustraliaSMR Stanmore Coal Ltd 133.1 Coal & Consumable Fuels AustraliaPEN Peninsula Energy Ltd 107.4 Coal & Consumable Fuels AustraliaCVN Carnarvon Petroleum Ltd 102.1 Oil & Gas Exploration & Production AustraliaCZA Coal Of Africa Ltd 96.4 Coal & Consumable Fuels AustraliaBCL Baralaba Coal Company Ltd 96.3 Coal & Consumable Fuels AustraliaPNL Paringa Resources Ltd 93.1 Coal & Consumable Fuels AustraliaCTP Central Petroleum Ltd 84.5 Oil & Gas Exploration & Production AustraliaTOE Toro Energy Ltd 82.3 Coal & Consumable Fuels AustraliaTER Terracom Ltd 81.4 Coal & Consumable Fuels AustraliaMMI Metro Mining Ltd 80.6 Coal & Consumable Fuels AustraliaHZN Horizon Oil Ltd 79.4 Oil & Gas Exploration & Production AustraliaSTX Strike Energy Ltd 77.2 Oil & Gas Exploration & Production AustraliaACB A-Cap Resources Ltd 74.1 Coal & Consumable Fuels AustraliaATS Australis Oil & Gas Ltd 73.4 Oil & Gas Exploration & Production AustraliaUNV Universal Coal Plc 72.8 Coal & Consumable Fuels Great BritainBRU Buru Energy Ltd 71.4 Oil & Gas Exploration & Production AustraliaVMY Vimy Resources Ltd 68.1 Coal & Consumable Fuels AustraliaSO4 Salt Lake Potash Ltd 67.0 Coal & Consumable Fuels AustraliaFDM Freedom Oil And Gas Ltd 66.8 Oil & Gas Exploration & Production AustraliaCUE Cue Energy Resources Ltd 64.2 Oil & Gas Exploration & Production AustraliaNGY Nuenergy Gas Ltd 63.3 Oil & Gas Exploration & Production AustraliaSKP Skyland Petroleum Group Ltd 61.7 Oil & Gas Exploration & Production Cayman IslandsNMS Neptune Marine Services Ltd 61.4 Oil & Gas Equipment & Services AustraliaMBC Malabar Coal Ltd 61.2 Coal & Consumable Fuels AustraliaELK Elk Petroleum Ltd 55.5 Oil & Gas Exploration & Production AustraliaPSA Petsec Energy Ltd 48.9 Oil & Gas Exploration & Production AustraliaBUL Blue Energy Ltd 48.0 Oil & Gas Exploration & Production AustraliaDYL Deep Yellow Ltd 46.6 Coal & Consumable Fuels AustraliaRRS Range Resources Ltd 45.6 Oil & Gas Exploration & Production AustraliaOEL Otto Energy Ltd 43.7 Oil & Gas Exploration & Production AustraliaRES Resource Generation Ltd 43.6 Coal & Consumable Fuels AustraliaBYE Byron Energy Ltd 38.8 Oil & Gas Exploration & Production AustraliaJPR Jupiter Energy Ltd 38.3 Oil & Gas Exploration & Production AustraliaTAP Tap Oil Ltd 38.2 Oil & Gas Exploration & Production AustraliaCOI Comet Ridge Ltd 37.4 Oil & Gas Exploration & Production Australia

MPO Molopo Energy Ltd 37.4 Oil & Gas Exploration & Production AustraliaMCE Matrix Composites & Engineering Ltd 36.1 Oil & Gas Equipment & Services AustraliaEGO Empire Oil & Gas NL 35.3 Oil & Gas Exploration & Production AustraliaBGG Blackgold International Holdings Ltd 34.6 Coal & Consumable Fuels AustraliaTOU Tlou Energy Ltd 32.0 Oil & Gas Exploration & Production AustraliaNDO Nido Petroleum Ltd 31.4 Oil & Gas Exploration & Production AustraliaEMX Energia Minerals Ltd 30.5 Coal & Consumable Fuels AustraliaOKU Oklo Resources Ltd 28.9 Coal & Consumable Fuels AustraliaURI Uranium Resources Inc 28.3 Coal & Consumable Fuels United StatesKPL Kina Petroleum Ltd 27.6 Oil & Gas Exploration & Production Papua New GuineaAOK Austex Oil Ltd 27.0 Oil & Gas Exploration & Production AustraliaBMN Bannerman Resources Ltd 26.6 Coal & Consumable Fuels AustraliaGPP Greenpower Energy Ltd 24.7 Oil & Gas Exploration & Production AustraliaWEL Winchester Energy Ltd 23.7 Oil & Gas Exploration & Production AustraliaAJQ Armour Energy Ltd 23.6 Oil & Gas Exploration & Production AustraliaCNX Carbon Energy Ltd 21.8 Oil & Gas Exploration & Production AustraliaAFR African Energy Resources Ltd 20.7 Coal & Consumable Fuels GuernseyWEC White Energy Company Ltd 19.7 Coal & Consumable Fuels AustraliaSMM Summit Resources Ltd 19.6 Coal & Consumable Fuels AustraliaMAY Melbana Energy Ltd 19.1 Oil & Gas Exploration & Production AustraliaTTE TTE Petroleum Ltd 18.9 Oil & Gas Exploration & Production AustraliaLAM Laramide Resources Ltd 18.8 Coal & Consumable Fuels CanadaAEE Aura Energy Ltd 18.7 Coal & Consumable Fuels AustraliaREY Rey Resources Ltd 18.1 Coal & Consumable Fuels AustraliaMEL Metgasco Ltd 17.9 Oil & Gas Exploration & Production AustraliaICN Icon Energy Ltd 17.9 Oil & Gas Exploration & Production AustraliaAEB Algae.Tec Ltd 17.7 Coal & Consumable Fuels AustraliaPEZ Premiere Eastern Energy Ltd 17.4 Oil & Gas Storage & Transportation AustraliaFZR Fitzroy River Corporation Ltd 17.2 Oil & Gas Exploration & Production AustraliaEME Energy Metals Ltd 16.8 Coal & Consumable Fuels AustraliaAME Alto Metals Ltd 16.7 Coal & Consumable Fuels AustraliaNGE New Guinea Energy Ltd 16.7 Oil & Gas Exploration & Production AustraliaCXU Cauldron Energy Ltd 16.5 Coal & Consumable Fuels AustraliaPPP Pan Pacific Petroleum NL 16.3 Oil & Gas Exploration & Production AustraliaGLL Galilee Energy Ltd 16.0 Oil & Gas Exploration & Production AustraliaPRL Petrel Energy Ltd 15.2 Oil & Gas Exploration & Production AustraliaXST Xstate Resources Ltd 14.9 Oil & Gas Exploration & Production AustraliaRLE Real Energy Corporation Ltd 14.9 Oil & Gas Exploration & Production AustraliaSSN Samson Oil & Gas Ltd 14.8 Oil & Gas Exploration & Production AustraliaNAE New Age Exploration Ltd 14.6 Coal & Consumable Fuels AustraliaRNU Renascor Resources Ltd 14.5 Coal & Consumable Fuels Australia

^ Bloomberg. Ranked by market capitalisation at 4 January 2017. May exclude companies with suspended securities or subject to poor liquidity where market capitalisation cannot be determined.

Value Traded – S&P/ASX 200 Energy Index

Source: Bloomberg, January 2017

Valu

e tr

aded

(A$

b)

Jan

07

Jul 0

7

Jan

08

Jul 0

8

Jan

09

Jul 0

9

Jan

10

Jul 1

0

Jan

11

Jul 1

1

Jan

12

Jul 1

2

Jan

13

Jul 1

3

Jan

14

Jul 1

4

Jan

15

Jul 1

5

Jan

16

Jul 1

6

Jan

17

0

3

6

9

12

15

This is not intended to be financial product advice. To the extent permitted by law, ASX Limited ABN 98 008 624 691 and its related bodies corporate excludes all liability for any loss or damage arising in any way including by way of negligence. This document is not a substitute for the Operating Rules of the relevant ASX entity and in the case of any inconsistency, the Operating Rules prevail.

© Copyright 2017 ASX Limited ABN 98 008 624 691. All rights reserved 2017.

For this product the market is operated by ASX Limited ACN 008 624 691 01/17

Top 10 Secondary Issuers in 2015-16

ASX CODE COMPANY NAME SUB-INDUSTRY^ CAPITAL RAISED (A$M)STO Santos Ltd Oil & Gas Exploration & Production 4,291.0 ORG Origin Energy Ltd Integrated Oil & Gas 2,624.3 WPL Woodside Petroleum Ltd Oil & Gas Exploration & Production 493.4 LNG Liquefied Natural Gas Ltd Oil & Gas Storage & Transportation 175.1 BCL Baralaba Coal Company Ltd Coal & Consumable Fuels 124.9 FAR Far Ltd Oil & Gas Exploration & Production 106.7 SEA Sundance Energy Australia Ltd Oil & Gas Exploration & Production 89.0 SEH Sino Gas & Energy Holdings Ltd Oil & Gas Exploration & Production 84.3 COE Cooper Energy Ltd Oil & Gas Exploration & Production 67.9 88E 88 Energy Ltd Oil & Gas Exploration & Production 63.8

^ Bloomberg Source: ASX

0

2

4

6

8

10

Valu

e ra

ised

(A$

b)

Total Capital Raised by Energy Companies

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

Secondary Capital RaisedIPO Capital Raised

Excludes capital raised through backdoor listings Source: ASX data