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Annual General Meeting – Beach Energy Limited

Beach Energy Limited · Nov 27, 2014 · 18 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 – Beach Energy Limited – slide 1
    Annual General Meeting 27 November 2014 1
  2. Annual General Meeting – Beach Energy Limited – slide 2
    Chairmans address Glenn Davis 3
  3. Annual General Meeting – Beach Energy Limited – slide 3
    Record financial performance in FY14 Sales Revenue Underlying NPAT Operating Cash Flow Record sales revenue of 1.05 billion Full year dividend of 4.0 cps, up 78% Record underlying NPAT of 259 million Cash balance of 411 million at…
  4. Annual General Meeting – Beach Energy Limited – slide 4
    Social licence 5
  5. Annual General Meeting – Beach Energy Limited – slide 5
    Oil price impact Share price tracking Brent oil; broker price targets suggest sell-off overdone 2.00 Beach Brent oil 1.80 1.80 1.50 1.24 +18% 18-Nov-14: 1.05 1.05 1.00 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Broker Price…
  6. Annual General Meeting – Beach Energy Limited – slide 6
    FY15 key events Nov-14 End Jan-15 Q3 FY15 End Mar-15 Q4 FY15 New Capex and Four Bauer pad Chevron Whole of Managing production development NTNG Stage 2 portfolio Director guidance wells tied-in decision review update announcement…
  7. Annual General Meeting – Beach Energy Limited – slide 7
    Managing Directors address Reg Nelson 8
  8. Annual General Meeting – Beach Energy Limited – slide 8
    Oil price perspectives Brent Crude Oil 160 Periods of 140 low USD crude price volatility 120 100 /bbl 80 60 40 20 0 Brent Crude (USD) Brent Crude (AUD) Futures (19-Nov-14) Futures (30-Jun-14) 9
  9. Annual General Meeting – Beach Energy Limited – slide 9
    Global demand dynamics A greater population lives inside this circle than outside it 10
  10. Annual General Meeting – Beach Energy Limited – slide 10
    Domestic supply response 2,500 LNG GPG Residential & Commercial Industrial 2,000 1,500 1,000 500 0 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026…
  11. Annual General Meeting – Beach Energy Limited – slide 11
    Our multi-basin focus Multi-basin portfolio to feed eastern and northern Australian markets 12
  12. Annual General Meeting – Beach Energy Limited – slide 12
    Growing Cooper Basin acreage Prolific and growing gross acreage position of over 56,000 km2 13
  13. Annual General Meeting – Beach Energy Limited – slide 13
    New oil fields coming on-line 14
  14. Annual General Meeting – Beach Energy Limited – slide 14
    Nappamerri Trough Natural Gas 15
  15. Annual General Meeting – Beach Energy Limited – slide 15
    NTNG Highly encouraging new play types Unique Stratigraphy Etty-1 intersected unique sand sequences within the Daralingie Formation not seen elsewhere in the Cooper Basin Single fracture stimulation stage in the Daralingie at…
  16. Annual General Meeting – Beach Energy Limited – slide 16
    Australian basin exposure 17
  17. Annual General Meeting – Beach Energy Limited – slide 17
    Whole of portfolio review All assets under review; activity underway in a considered and confidential manner 18
  18. Annual General Meeting – Beach Energy Limited – slide 18
    Final AGM for Managing Director, Reg Nelson 19

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