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ASIAN ROADSHOW PRESENTATION – Awe Limited

Awe Limited · Apr 8, 2010 · 29 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 1
    Asian Roadshow Presentation April 2010
  2. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 2
    Snapshot 2 AWE Limited is an Australian listed oil and gas company Successful track record since listing in 1997 Market Capitalisation of US1.3 billion Focus on rocks and fluids Exploration is key growth engine Production…
  3. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 3
    History 3 Strategy unchanged through the recent crisis Invest across cycle Strong balance sheet, US266 million cash and US135 million undrawn debt Head office Sydney, with operational and scouting offices Perth, New Plymouth…
  4. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 4
    Background 4 4.50 4.00 AWE share price since IPO 3.50 3.00 2.50 2.00 1. 5 0 1. 0 0 0.50 0.00 J ul - 9 7 J ul - 9 8 J ul - 9 9 J ul - 0 0 J ul - 0 1 J ul - 0 2 J ul - 0 3 J ul - 0 4 J ul - 0 5 J ul - 0 6…
  5. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 5
    Developed reserves support long term cash flow 5 Strong cash flow past 2020
  6. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 6
    Near-field opportunities support production base 6
  7. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 7
    Tui fields (42.5% and operator) 7 AWE discovery FPSO development in 15 months Original 2P reserves 50 million barrels 2 wells in 26 million barrels June qtr produced in 30 months Appraisal / exploration drilling about to start
  8. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 8
    Trefoil resource in Bass Basin.potential 8 development and increased equity from 42.5% to 57.5%
  9. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 9
    BassGas redevelopmentA345 million (100%) 9 2 New Production Wells Yolla-5 & Yolla-6 Export Gas Compressor, Cooler & Scrubber Modules Condensate Pumps Accommodation & Utilities Modules Safety Systems Upgrade
  10. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 10
    Otway (25%) 10 Long term developed gas production Henry Netherby development completed Exploration potential
  11. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 11
    Perth Basin (33% - 100%) 11
  12. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 12
    Shale Gas potential of the Perth Basin 12 AWE acreage contains three shale plays Kockatea Carynginia Irwin River Coal Measures Gross shale thickness in excess of 1000m 620,000 net acres
  13. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 13
    Appraisal has started 13 April 2010 coring underway first core releasing gas two additional cores May/June 2010 Detailed core analysis 4th qtr 2010 fracture stimulation additional coring contingent resource estimate 2011…
  14. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 14
    WA - ready markets and infrastructure 14 Perth Basin connected by underutilised pipeline to Perth market Opportunity to reverse flow to supply to LNG plants Strong predicted demand growth in WA gas market LNG netback pricing…
  15. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 15
    Potentially rapid conversion to production through 15 existing infrastructure AWE owned processing facilities would allow rapid conversion to reserves and production Possible development/production profile Woodada Gas…
  16. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 16
    Delivering on Strategy 16
  17. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 17
    Vision 17 Exploration is the key growth engine Deliver base business Near-field opportunities to deliver reserves replacement Exploration and selective acquisition for growth
  18. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 18
    Exploration 18
  19. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 19
    Exploration 19 Multiple opportunities for success this year and for future Current program is potentially transformational 4 successes in 5 wells so far Any single success could be significant Up to A175 million program in…
  20. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 20
    Taranaki Basin NZ AWE holds commanding 20 position North Cape oil play Hoki-1 drilling now 250 million barrel resource potential four follow up prospects Moki oil play Tuatara-1 subject to approvals, including environmental 100…
  21. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 21
    North Cape oil play 21 Hoki-1 will test this new play Multiple follow up prospects N SE W Hoki Tane- 1 North Cape Sandstone Wainui Fm. Sandstone 5 km VE 9:1
  22. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 22
    Tuatara 22
  23. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 23
    Tuatara comparison with Maari 23 Tuatara Maari 1.5 km 1.5 km Base Pliocene Base Pliocene Moki Moki oil sands 80 million bbl
  24. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 24
    Yemen (19.25%) 24 Al Meashar-1 oil discovery Fractured basement play Oil tested, looks encouraging Target potential 25 million barrels in Al Measher Follow up: Jebel Milh-1 to be drilled immediately Habban oil field Al…
  25. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 25
    Al Meashar-1 25 Second exploration well to follow Habban Oilfield 20kms Al Meashar-1
  26. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 26
    Indonesia: East Java acreage position emerging 26 Pinnacle Reef oil play Offsetting Kodeco development Liyun-1 drilling in June quarter 75 million barrel target Follow up exploration targets Includes AWE as operator Joint Study…
  27. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 27
    Kujung pinnacle and coalesced reef trend in Bulu 27 and Terumbu blocks Kujung pinnacle reefs Kujung coalesced reefs
  28. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 28
    FY2010 exploration, subject to change 29 Well Name Basin Target AWE share Timing Australia Redback South-1 Perth Gas 33.0% Gas discovery Trefoil-2 Bass Gas 47.5% Gas discovery Rockhopper-1 Bass Gas 47.5% Oil & Gas discovery…
  29. ASIAN ROADSHOW PRESENTATION – Awe Limited – slide 29
    Summary 29 Strong base business performance Outstanding cash and balance sheet Increased equity in Bass Basin Exploration program has given early success Big potential remaining in program Shale gas initiative launched

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