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CORPORATE PRESENTATION – Arsenal Energy Inc.

Arsenal Energy Inc. · Oct 1, 2014 · 25 slides

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Slides

  1. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 1
    Arsenal Energy Inc. CORPORATE PRESENTATION TSX: AEI OTC: AEYIF October 2014
  2. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 2
    Key Corporate Information Corporate Summary Current production (Boe/d) 5,000 Shares issued and outstanding (basic MM): 16.9 Production split: Light oil 45% Total insider ownership: 25% Medium oil 33% Management and Directors (basic):…
  3. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 3
    Core Areas of Operation Legend Gas Area Desan Oil Area Gas: 600 Boe/d Evi Light oil: 100 Boe/d Bri9sh Columba Provost Medium oil: 800 Boe/d Exploration Blackstone Liquids rich gas Exploration North Dakota Light…
  4. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 4
    Production Growth 5,000 4,600 1,760 3,973 4,000 3,723 Production (Boe/d) 1,585 1,268 3,000 2,840 2,230 2,093 2,455 2,388 821 2,000 644 1,449 1,409 1,000 0 2010 2011 2012 2013 2014E Canada US…
  5. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 5
    Cash Flow Growth 60 3.08 per share 50 26.0 52.0 2.38 per share 40 1.99 Cash Flow (MM) 1.85 per share 26.1 37.9 per share 30 18.2 31.1 13.0 29.3 1.37 26.0 per share 20 6.5 17.9 16.3 12.9 10 11.4 11.8 0 2010…
  6. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 6
    Balanced Portfolio Stable Base Production + Low Risk Development + Exploration Upside = Growth & Sustainable Dividend Corporate Presentation October 2014 7
  7. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 7
    Stable Base Production Chauvin - Waterflood Reserves (Bbls) At acquisition Aug 2008 750,000 Production since acquisition (370,000) Positive revisions 328,000 December 31, 2013 708,000 Minor optimization projects…
  8. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 8
    Stable Base Production Princess Basal Mannville - Waterflood Reserves (Bbls) At acquisition Dec 31, 2010 675,000 Production since acquisition (250,000) Analogous Pools Recovery: 10% Positive revisions 164,000 December 31, 2013…
  9. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 9
    Stable Base Production Provost Cummings Y - Waterflood Reserves (Bbls) At acquisition Dec 31, 2010 807,000 Production since acquisition (135,000) Positive revisions 236,000 December 31, 2013 908,000 West side of pool to be…
  10. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 10
    Low Risk Development Princess, Alberta OPERATIONS Current production (Boe/d): 1,500 Average working interest: 97% 14-17 14 Day Average prod : Identified locations (gross): 35 600 Boe/d Identified locations (net): 35 Field netback…
  11. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 11
    Low Risk Development Princess Mannville Economics Princess Detrital Glauconite PRODUCTION AND RESERVES Initial production (30 day) (Boe/d) 318 155 Full year average production (Boe/d) 230 118 Reserves ( P+P MBoe) 194 109…
  12. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 12
    Low Risk Development Stanley, North Dakota Legend Producing Wells Allison Ann OPERATIONS IP 1,385 Bbls/d 2014 Drills Future Drills Current production (Boe/d): 1,500 Craig Allen IP 1,250 Bbls/d Net mineral acres: 4,189 Average…
  13. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 13
    Low Risk Development Lindahl, North Dakota OPERATIONS Current production (Boe/d): 500 Net mineral acres: 743 Average working interest: 7.5% 6.25% 6.30% Remaining locations (gross): 28 Remaining locations (net): 2 Field netback…
  14. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 14
    Low Risk Development North Dakota Bakken Economics Bakken / Three Forks Stanley & Lindahl PRODUCTION AND RESERVES Initial production (30 day) (Boe/d) 632 Full year average production (Boe/d) 267 Reserves ( P+P MBoe) 515 Decline…
  15. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 15
    Low Risk Development Three Year Drilling Inventory Gross Net Gross EUR / Development Time Frame Drill Locations: Locations Locations well (Boe) Estimate North Dakota Bakken / Three Forks 1,280 acre Stanley (oil) 17 5 515…
  16. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 16
    Exploration Upside Rennie Lake Bakken/Three Forks AREA Net mineral acres Rennie Lake / Black Slough 8,364 Regional OPERATIONS permeability Average working interest: 21% Barrier Potential locations (gross): 144 Potential locations…
  17. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 17
    Exploration Upside Rennie Lake Midale AREA Net mineral acres Vermilion acquisition of Elkhorn Resources 427 MM Rennie Lake / Black Slough 8,364 OPERATIONS Average working interest: 21% Potential locations (gross): 45 Potential…
  18. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 18
    Exploration Upside Blackstone PLAY OVERVIEW VOLUMETRIC PARAMETERS CARDIUM AEI potential 2015 Porosity (%) 9 Cardium drill Water saturation (%) 25 Thickness (m) 12 Area (acres) 640 Fahler Recovery factor (%) 75 Sand Liquid…
  19. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 19
    Growth & Sustainable Dividend Arsenal Energy Inc. BOED Volume Profile 6,000 5,000 4,000 3,000 2,000 1,000 - Volume Profile Base Equal Acq 2011 Increm 2012 Increm 2013 Increm 2014 Increm Corporate Presentation…
  20. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 20
    Summary Stable Base Production Growth & Sustainable Dividend Decline rate of approximately 10% on half of Companys production base Balanced portfolio of base production, Overall corporate decline rate of approximately 25% low risk…
  21. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 21
    Corporate Information Officers and Directors Independent Reserve Engineers Senior Management Deloitte LLP Neil MacKay, Tony van Winkoop Banks Chairman of the Board President and CEO ATB Corporate Financial Services Tony van Winkoop…
  22. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 22
    Appendix Corporate Presentation October 2014 23
  23. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 23
    Hedging Information HEDGES ( as at September 01, 2014) Cdn. 2014 - 2,000 Bbl/d 99.31 Q1 2015 - 2,000 Bbl/d 103.27 Q2 2015 - 1,500 Bbl/d 102.25 Q3 2015 - 1,000 Bbl/d 101.90 Corporate Presentation October 2014 24
  24. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 24
    Growth & Sustainable Dividend Estimated 2014 Payout Ratio 80% Payout Ratio Yield E Debt/Cash Flow 70% Arsenal 9.1% 3.3% 1.4 Group average 34.1% 6.7% 1.8 60% 2014 E Payout Ratio 50% 40% 30% 20% 10% 0%…
  25. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 25
    Contact Information ARSENAL ENERGY INC. Suite 1900, 639-5th Avenue SW Calgary, AB, Canada T2P 0M9 Main Office 403.262.4854 Fax 403.265.6877 infoarsenalenergy.com irarsenalenergy.com www.arsenalenergy.com STOCK SYMBOL TSX AEI…

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