Top End Energy Ltd

Industrial gas explorer unlocking #naturalhydrogen ♨️ U.S energy security into the energy transition 🇺🇸 OTCQB: $SERPY (ADR) $TNDEF 🇦🇺 ASX: $TEE

[Top End Energy Ltd @TopEndEnergy]

📢 If you’re new here, this is your starter pack on natural hydrogen (aka geologic/white/gold hydrogen) - why it's the next energy rush, the must-read coverage, who’s doing what and where @TopEndEnergy fits 👇🧵

[Equities Club @EquitiesClub]

The scale of the US AI data centre buildout is now measured in trillions. As power and land become scarce, Top End Energy is targeting the part of the value chain under the most strain.

read more: https://t.co/pKgzGi5aiE

[Top End Energy Ltd @TopEndEnergy]

AI is reshaping U.S. energy markets and we're stepping in as an #ASX first mover 🇺🇸 We’ve expanded our U.S. energy platform into powered land for AI data centers, leveraging U.S. land, gas & energy expertise to unlock a new growth platform⚡️ASX: $TEE OTC: $TNDEF $SERPY

[Top End Energy Ltd @TopEndEnergy]

Read our September Quarterly

As we advance our industrial gas assets with strategic partners, we’re also leveraging our U.S. presence to evaluate new American projects that align with Executive Orders championing energy development and resource exploration

https://t.co/o19ObR1TZL

[Top End Energy Ltd @TopEndEnergy]

#naturalhydrogen update
$TEE $SERPY $TNDEF

[NatH2Investing @NatH2Investing]

This week broke another record for natural hydrogen stocks and our #NatH2Index: the index soared by 13.12% 📈 which takes us to $15,356, and puts the index just 435 points below its ATH!

Is the industry taking off?

#naturalhydrogen #stocks

[Top End Energy Ltd @TopEndEnergy]

The hunt for #naturalhydrogen on the mid-continent rift with @jamesNESW at @newscientist https://t.co/nSemhTjdXj

[State Senator Brian Chavez @SenBrianChavez]

Last week, I had the opportunity to attend the grand opening of Koloma Labs’ new research facility at The Ohio State University’s Energy Advancement and Innovation Center with State Senator @andrewbrenner.

[Barry Dawes @DawesPoints]

The Beetaloo Basin in Australia's NT is one of the great Basin Centred Gas Accumulations.

Single basin, multilayered, no tectonics.

Gas volume/unit area, gas volume/t, pressure and TOC all superior to typical Marcellus.

Operated by $TBN ($TBN.AX ) with Brian Sheffield (Daly Waters Energy) and $FO.V as JV partners.

30BCF EUR for 10,000ft laterals. >40,000 sites.

First gas sales in mid 2026 @ ~US$8/MMBTU(/Gj).

TBN now merging with FO.

2.9 million acres currently at just US$170/acre.

Marcellus values range from US$2500-5000/acre for quality acres.
I and MPS clients own these stocks.

[NatH2Investing @NatH2Investing]

Our latest video is LIVE and we explain why you could be looking closely at natural hydrogen, what you might get out of it, and how it weighs up against oil and gas investments.

Find it here: https://t.co/wtZyW8xh32

#naturalhydrogen #investment #stocks

[Andy Millette @theandymillette]

I spoke with Luke Velterop of @TopEndEnergy. We delve into the exploration of hydrogen in the subsurface, using methods similar to those for oil, gas, and helium. Full interview here: https://t.co/y6sSuxBGb4

[Equities Club @EquitiesClub]

Tamboran paid US$172m for just under 1m acres in the Beetaloo; ASX junior Top End Energy holds 3.15m acres and trades at just $8m.

Full analysis: https://t.co/CFfm5wu92N

[Proactive @proactive_x]

$TBN Tamboran Resources to acquire Falcon Oil & Gas in US$172 million Beetaloo consolidation deal https://t.co/TnTVqFzAtz @Tamboran_TBN $TBNRL #TBN #TBNRL #ASX #ASXNews

[Top End Energy Ltd @TopEndEnergy]

Tamboran to Acquire Falcon, Creating $500MM Australian E&P. TEE holds EP153 and EP154 adjacent to $TBN's permits - keeping us aligned with the Beetaloo's key development corridor $TEE $SERPY $TNDEF
https://t.co/din1mFnT8y

[Top End Energy Ltd @TopEndEnergy]

Source: @US_H2_Alliance LinkedIn. Image featuring Douglas Wicks and Ishan K. Sharma

[Top End Energy Ltd @TopEndEnergy]

Key #geologichydrogen takeaways from the U.S. Hydrogen Policy Leaders Convention
1️⃣ Primary energy resource - an engineering challenge, not sci-fi
2️⃣ Near-source use first, strong early economics
3️⃣ Policy makes or breaks pilot projects
4️⃣ Scale needs testbeds

[Top End Energy Ltd @TopEndEnergy]

Koloma has made the “50 by 2050” list by @congruentvc & @SVB_Financial ⚡ #Naturalhydrogen is emerging as the first new primary energy source in a century - cutting carbon at scale while enhancing U.S. energy security🇺🇸

[Top End Energy Ltd @TopEndEnergy]

Great production by @MaxPowerMining exploring why their 🇨🇦project checks all the boxes for a world-first commercial #naturalhydrogen discovery, how existing infrastructure could accelerate development and near-term monetisation https://t.co/5k7zXlz7Lh