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ANNUAL GENERAL MEETING – Australian Oil & Gas Corp.

Australian Oil & Gas Corp. · Nov 27, 2008 · 49 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. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 1
    Australian Worldwide Exploration Annual General Meeting Thursday 27 November 2008
  2. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 2
    Welcome
  3. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 3
    Directors Bruce McKay Bruce Wood Colin Green Edward Smith David McEvoy Andy Hogendijk
  4. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 4
    Todays Formal Business 1. Notice of Meeting 2. Accounts and Reports Chairmans Report Managing Directors Report Questions 3. Remuneration Report 4. Re-election of Bruce McKay 5. Other Business 6. Closure
  5. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 5
    Australian Worldwide Exploration AGM Formal Business 2. Accounts and Reports Chairmans Report
  6. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 6
    Long term oil Prices 140 120 100 US per Bbl 80 60 40 20 0 1900 1910 1920 1930 1940 1950 1960 1970 1980 1990 2000 2010
  7. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 7
    Oil prices 2000 to present 160 140 120 100 US per Bbl 80 60 40 20 0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
  8. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 8
    A and US prices 2000 to present 160 140 120 WTI A 100 per Bbl 80 60 40 WTI US 20 - 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
  9. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 9
    AWE with oil prices 160 5.00 140 4.50 AWE Share Price 4.00 120 3.50 100 3.00 80 2.50 WTI A 60 2.00 1.50 40 WTI US 1.00 20 0.50 - 0.00 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
  10. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 10
    Full Year Summary 12 months to Jun 07 Jun 08 % Change Oil and Gas Production (m BOE) 3.9 9.9 +152 % Sales Revenue (A million) 142.7 821.2 +476 % EBITDAX (field only) 113.6 738.7 +550 % Pretax Profit 35.5 504.0 +1320 % Net Profit…
  11. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 11
    Special Dividend Fully franked special dividend 10 cents per share shareholders of record on 9 December 2008 payable on 30 January 2009 One-off dividend utilising franking credits acquired through ARC transaction
  12. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 12
    Sustainability Sustainability in our operations and joint ventures Measuring health, safety, environmental and social performance and targets Sustainability reporting Increasingly important part of long term business practices
  13. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 13
    Balanced Scorecard Operational Excellence Leadership Financial Results Growth
  14. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 14
    Balanced Scorecard Operational Excellence Safety and environmental Leadership Cost effective and efficient Policies and procedures Financial Results Growth
  15. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 15
    Balanced Scorecard Operational Excellence Leadership Safety and environmental Respected staff Cost effective and efficient Demonstrated capacity Policies and procedures Outstanding contributions Financial Results Growth
  16. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 16
    Balanced Scorecard Operational Excellence Leadership Safety and environmental Respected staff Cost effective and efficient Demonstrated capacity Policies and procedures Outstanding contributions Financial Results Records in…
  17. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 17
    Balanced Scorecard Operational Excellence Leadership Safety and environmental Respected staff Cost effective and efficient Demonstrated capacity Policies and procedures Outstanding contributions Growth Financial Results…
  18. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 18
    Balanced Scorecard Operational Excellence Leadership Safety and environmental Respected staff Cost effective and efficient Demonstrated capacity Policies and procedures Outstanding contributions Growth Financial Results…
  19. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 19
    Australian Worldwide Exploration AGM Formal Business 2. Accounts and Reports Managing Directors Report
  20. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 20
    Performance and Results
  21. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 21
    Strong Production Trend AWE Quarterly Production Sep 05 - Sep 08 3.0 2.5 Million Barrels of Oil Equivalent 2.0 (m BOE) 1.5 1.0 0.5 - Sep 05 Dec 05 Mar 06 Jun 06 Sep 06 Dec 06 Mar 07 Jun 07 Sep 07 Dec 07 Mar 08…
  22. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 22
    Strong Financial Results Production + 152% Sales revenue + 476% EBITDAX (field) + 550% Pretax profit + 1,320% Net profit + 647% EPS + 640%
  23. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 23
    Strong Profit Result AWE 2008 Net Profit Components 900 800 83 700 134 600 81 7 A million 500 13 0 400 821 739 240 300 504 200 264 100 0 Sales Op Costs EBITDAX D&A Exploration Admin Other EBIT Interest Tax…
  24. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 24
    Strong Cash Flow AWE 2008 Cash Flow Summary 700 600 3 116 500 5 110 A million 400 14 506 300 200 339 100 66 0 Starting Cash Net Cashflow Net Interest Capital New Equity Net Debt Foreign Closing Cash…
  25. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 25
    Strategy: Holding the Course
  26. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 26
    Strategy: Holding the Course Ongoing delivery from core assets - now 5 with onshore Perth basin Delivery of new developments Growth through exploration and acquisition Focus on superior shareholder returns
  27. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 27
    Share Price Performance AWE Relative Share Price Performance As at November, 2008 140 AWE All Ords Index ASX 200 Energy Index 120 100 80 60 40 Jul 07 Sep 07 Nov 07 Jan 08 Mar 08 May 08 Jul 08 Sep 08 Nov 08
  28. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 28
    Strategy: Holding the Course
  29. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 29
    2009 Production and Guidance
  30. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 30
    Production AWE Anticipated Production June 2008 - June 2013 12 10 8 Am BOE 6 4 2 0 2008 2009 2010 2011 2012 2013 BassGas Casino Cliff Head Tui Onshore Perth Basin Reserves (2P) 69million barrels oil equivalent
  31. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 31
    Otway Basin Henry Netherby development on schedule first half 2009
  32. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 32
    Exploration
  33. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 33
    Taranaki Basin 6 to 7 wells planned 2 large potential prospects
  34. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 34
    Bass Basin
  35. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 35
    Perth Basin Onshore
  36. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 36
    Yemen 2 exploration wells in 2009
  37. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 37
    Indonesia Growing acreage position 2 wells in 2009
  38. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 38
    ARC Merger Update
  39. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 39
    ARC Merger Update ARQ Energy merger completed Implementation on August 25, 2008 Contributing to AWE production Exploration wells to be drilled in Perth basin, Bass basin and Yemen One AWE team
  40. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 40
    The Outlook
  41. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 41
    Strategy: Holding the Course
  42. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 42
    Thank you
  43. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 43
    Australian Worldwide Exploration AGM Formal Business 2. Accounts and Reports Questions
  44. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 44
    Australian Worldwide Exploration AGM Formal Business 3. Remuneration Report
  45. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 45
    Remuneration Report Proxies For 225,779,287 Proxies Against 19,141,654 Proxies Undirected 3,290,965
  46. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 46
    Australian Worldwide Exploration AGM Formal Business 4. Re-election of Bruce McKay
  47. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 47
    Re-election of Bruce McKay Proxies For 268,241,295 Proxies Against 579,152 Proxies Undirected 3,337,469
  48. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 48
    Australian Worldwide Exploration AGM Formal Business 5. Other Business
  49. ANNUAL GENERAL MEETING – Australian Oil & Gas Corp. – slide 49
    This presentation is available for viewing and download at www.awexp.com.au

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