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Corporate Presentation – Yoho Resources Inc.

Yoho Resources Inc. · Feb 28, 2014 · 23 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. Corporate Presentation – Yoho Resources Inc. – slide 1
    v0042 March 2014 corporate TSV-V: YO www.yohoresources.ca presentation 1
  2. Corporate Presentation – Yoho Resources Inc. – slide 2
    Disclaimer (cont.) Special Note Regarding Disclosure of Reserves or Resources (cont.) contingent resources the estimated discovered recoverable quantities associated with a project in the early evaluation stage. Contingent resources are…
  3. Corporate Presentation – Yoho Resources Inc. – slide 3
    Yoho Quick Facts Symbol YO TSX.V Basic Shares (Insiders 16.9%) 50.7 MM Diluted Shares (WA Exercise Price of options 2.85) 54.9 MM Market Cap 170 MM Bank Facilities: Lender National Bank Estimated Limit (last reviewed January…
  4. Corporate Presentation – Yoho Resources Inc. – slide 4
    Summary Financial and Operating Information Estimated Year ended Year ended Sep 30, 2014 Sep 30, 2013 Sep 30, 2012 % Change Funds from Operations: 16.5 17.0 MM 13.8 MM 9.9 MM 39% Per Share Basic 0.32 0.33 0.27 0.22 23% Net…
  5. Corporate Presentation – Yoho Resources Inc. – slide 5
    Field Netbacks by Quarter ( per boe) Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Sale Price ( per boe) 28.92 26.09 26.42 31.79 36.06 36.35 35.75 37.07 Royalties (3.26) (2.64) (2.45) (2.56) (3.20) (3.43) (3.94)…
  6. Corporate Presentation – Yoho Resources Inc. – slide 6
    Yoho Reserves as evaluated by GLJ COMPANY RESERVES * as at September 30, 2013 Oil & NGL Natural Gas Combined NPV 10% BIT (Mbbl) (MMcf) (Mboe) thousands Total Proved 3,119 36,199 9,151 71,531 Total Proved plus Probable 9,856 94,329…
  7. Corporate Presentation – Yoho Resources Inc. – slide 7
    Net Asset Value Estimate February 1, 2014 Forecast Prices and Costs before tax ( thousands) Proved plus probable reserves discounted at 10% * 207,100 Undeveloped land (internal estimate excluding Nig property) 70,500 Bank debt and…
  8. Corporate Presentation – Yoho Resources Inc. – slide 8
    Yoho Contingent Resources as evaluated by GLJ COMPANY DUVERNAY as at March 31, 2013 * KAYBOB, AB Oil & NGL Natural Gas Combined NPV 10% BIT CONTINGENT RESOURCES (Mbbl) (MMcf) (Mboe) thousands Low Estimate 18,163 156,451 44,238…
  9. Corporate Presentation – Yoho Resources Inc. – slide 9
    FD&A Costs Year Ended September 30 20.00 20.00 16.52 16.30 15.64 14.00 15.00 15.00 12.50 / Boe P+P 11.43 9.54 10.00 10.00 5.00 5.00 0.00 0.00 2008 2009 2010 2011 2012 2013 3 Year Rolling All in…
  10. Corporate Presentation – Yoho Resources Inc. – slide 10
    Kaybob Duvernay Shale Gas 11
  11. Corporate Presentation – Yoho Resources Inc. – slide 11
    Regional Duvernay Kaybob 3 billion spent on land since 2009 Nearly 140 new Duvernay wells drilled or licensed Extensive Liquids-rich Window 320km * 30km Confirmed by early results Edmonton 25 km 12
  12. Corporate Presentation – Yoho Resources Inc. – slide 12
    Kaybob A True Sweet Spot Yoho A Little Smokey Kaybob Lands Brazeau A Limestone 55m A Smokey The Duvernay shale in the Kaybob area Kaybob is very thick and has the best porosity Brazeau A 13
  13. Corporate Presentation – Yoho Resources Inc. – slide 13
    Duvernay Shale Gas Major Infrastructure CS 70 producing wells 150 total wells licensed or drilled Yoho Land 2011 2013 Duvernay Drills Yoho Resources Kaybob Duvernay Gross Isopach 40, 50m 6 miles 14
  14. Corporate Presentation – Yoho Resources Inc. – slide 14
    Duvernay Shale Gas YOHO CURRENT LANDS Gross Sections Yoho 58 Operated Net Sections 22.75 Tony Creek Block Yoho Land Duvernay Gas Wells Duvernay Shale 50 Thickness Fiscal 2014 Budget Locations Yoho 6 miles…
  15. Corporate Presentation – Yoho Resources Inc. – slide 15
    Kaybob Horizontal Well Summary Current Rate Horizontal Gas Test Cum Sales Completion Well WI% Dec/13 (raw) Length Rate (MMcf/d) Dec/13 (mBoe) Method (boe/d) 1 15-33 33.3 1,734m 2.1 111 (32 months) 50 Ball Drop 2 03-13 33.3…
  16. Corporate Presentation – Yoho Resources Inc. – slide 16
    Duvernay Play Economics Evaluation of 5 Key Wells to Date Actual Production Curve Match Capex: 11.2 MM (confirmed with last Yoho Tony Creek Pad drills) Pricing: GLJ April 1, 2013 price deck Liquids: 110 to 160 bbls per MMcf NPV:…
  17. Corporate Presentation – Yoho Resources Inc. – slide 17
    Duvernay Play Summary (Yoho internal estimates) The Prize 100 to 120 Bcf per section (gas in place) Liquids rich gas - 100 to 160 bbl per MMcf Average per well recoveries of approx. 1 MMboe Methodology 1,500m to 2,000m horizontal…
  18. Corporate Presentation – Yoho Resources Inc. – slide 18
    Inga, BC 3 Zones Doig, Upper & Lower Montney Overpressured Tight Gas & Oil 19
  19. Corporate Presentation – Yoho Resources Inc. – slide 19
    Inga Doig Light Oil and Emerging Montney Play Arc Doig Hz Artek Doig & Mont Hz INGA 4-29-87-23W6 DOIG POOL Doig oil well Artek Doig & Mont Hzs Yoho 1-19-87-23W6 Yoho Land (5,760 net acres) Doig Production Upper…
  20. Corporate Presentation – Yoho Resources Inc. – slide 20
    Fiscal 2014 Budget Capital 40.0 42.0 MM Funded by cash flow, existing bank credit facility, and proceeds from asset sale Production 2,100 2,200 boe/d Approximately 600 to 700 boe per day average budgeted product sold in Nig…
  21. Corporate Presentation – Yoho Resources Inc. – slide 21
    Corporate Information YOHO RESOURCES INC. Suite 500 521 - Third Avenue S.W. Calgary, Alberta T2P 3T3 Phone: 403-537-1771 Email: infoyohoresources.ca Fax: 403-537-1775 Website: www.yohoresources.ca Auditors Legal Counsel KPMG…
  22. Corporate Presentation – Yoho Resources Inc. – slide 22
    Management Team Brian McLachlan, 35 Taurus; Paragon; Voyager; Bonanza; Poco President & CEO years Geologist Barry Stobo, 35 Vintage; Genesis; Merit; Belfast; Summit; V.P. Engineering & COO years Poco Engineer Wendy Woolsey, 26…
  23. Corporate Presentation – Yoho Resources Inc. – slide 23
    Board of Directors Terry Svarich, - 36 years of oil & gas experience Chairman - Currently President of DevSun Ltd. - 1994 2000 President and Director of Quintana Minerals Peter Kurceba - 36 years of oil & gas experience - Currently…

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