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Q4 2011 EARNINGS CALL – Zaza Energy Corp

Zaza Energy Corp · Mar 23, 2012 · 24 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. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 1
    ZaZa Energy Corporation Corporate Presentation NASDAQ: ZAZA
  2. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 2
    What Makes Us Unique Emerging resource play expertise In-house capabilities to apply innovative well technology Proven geoscience & operations track record High quality Eagle Ford acreage with room to grow Solid platform to build…
  3. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 3
    2011 in review 4
  4. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 4
    Year in Review France Spent US5 million in 2011 capex of which US3 million carried (industry-wide voluntary moratorium on drilling) Exited 2011 with total production of 854 Boe/d, 100% liquids Currently producing net 850 Boe/d, 100%…
  5. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 5
    Proven and Probable Reserves As at 12.31.2011 Total Total proved PDP proved Probable probable Oil MBbls 162 944 2,860 3,804 US Gas MMcf 529 4,129 7,221 11,350 Subtotal US Mboe 250 1,632 4,064 5,696 France Oil MBbls 5,344 5,771…
  6. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 6
    Forward Outlook 7
  7. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 7
    Growth Strategy Build on our in-house technical and commercial skills Prospecting and de-risking resource plays Executing on drilling schedules Identifying external growth Scale up core assets Eaglebine Eagle Ford France Focus…
  8. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 8
    2012 Plan Today Execute Grow Expand Expand EB program Consider new resource plays External growth Accelerate EF either in JV or 100% Commence EB EF JV drilling drilling program EB expansion Drill PBL phase 1 Preparation…
  9. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 9
    Financing Our Growth Senior secured notes Face value: US100MM Duration: 5 years, 3 year put / call Coupon: 8% p.a. Warrant coverage: 26.3MM warrants Carve out for certain senior reserve-based loans Use of proceeds Drilling…
  10. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 10
    Capital Plan 2012 (expressed in US million, unless otherwise indicated) Carried capital ZaZa direct expenditure capital Wells drilled (gross) expenditure Total Gross Net Eagle Ford plan 42 4.2 336 336 Eagle Ford target 58 5.8…
  11. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 11
    Production Outlook 20,000 Net to ZaZa 18,000 16,000 14,000 12,000 Eaglebine 1 rig boepd 10,000 8,000 Eaglebine 6,000 6 net wells 4,000 Eagle Ford JV additional 5-9 rigs 2,000 Eagle Ford JV 3 rigs 0 Base…
  12. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 12
    Asset Portfolio 13
  13. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 13
    Eagle Ford - Substantial Resource Unproved Discovered Technically Recoverably Resources Play TCF BBO BCF/Well MBO/Well Marcellus 410 3.35 1.18 300 Haynesville 75 3.57 Barnett 43 1.42 Fayetteville 32 2.07 Eagle Ford 21 3.35 5.00…
  14. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 14
    Eagle Ford - Attractive Economics IRR for various shale plays 60% Liquids 50% 40% 30% 20% 10% 0% Source: Credit Suisse, Energy in 2012, 3 January 2012 15
  15. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 15
    Eagle Ford ZaZa Position Moulton Area Fayette/Gonzalez/Lavaca 12,000 gross acres Sweethome Area Dewitt/Lavaca 39,000 gross acres Hackberry Creek Total Lavaca/Colorado 25,000 gross acres 123,000 acres Cotulla Area…
  16. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 16
    Eagle Ford 30 Day ZaZa Well Performance Crab Ranch A-1H 371 BOEPD Rathjen A-1H 556 BOEPD Wright Ranch B-3H 426 BOEPD Bridwell 2H 784 BOEPD Grahmann 1H 551 BOEPD Bridwell 3H 646 BOEPD Restricted rates allowing…
  17. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 17
    Eagle Ford Performance vs. Industry Log probability chart of first month production (boe) Mean first month production of ZaZa wells is 3,000 Bbls higher than industry mean 1st month cumulative (industry) Higher production…
  18. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 18
    Eagle Ford - Operational Excellence Drilling Performance by Pad Drilling performance by pad (two wells per pad) (Two Wells per Pad) 30.00 28.00 Rig 1 Solid Data Two rigs Rig 2 CrossHatched Data 26.00 24.00 22.00…
  19. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 19
    Eaglebine Continuing the Trend Total 63,000 net 83,000 gross 100% owned Stacked play = Acreage multiplier 7 conventional plays 3 resource plays ZaZa 20
  20. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 20
    Eaglebine Offset Performance PMO ENCANA GREESHAM TRUST CHESAPEAKE 908 BOEPD 164 BOPD Completed oil well no rate released PMO NAVIDAD RESOURCES 892 BOEPD 893 BOEPD ENDEAVOR NATURAL GAS 754 BOEPD PMO 63,000 Net 1266 BOEPD…
  21. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 21
    Eaglebine 2012 Drilling Well Well Profile Well Type MAY JUNE JULY AUGUST SEPTEMBER OCTOBER NOVEMBER Well 1 Vertical EXP Y Y Y Y Y Y Well 2 Horizontal DEV Y Y Y Y Y Well 3 Horizontal DEV Y Y Y Y Y Well 4 Vertical DEV Y Y Y Y…
  22. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 22
    Paris Basin 1,000,000 gross acres awarded and pending Exploration permits: 16 (average w.i. 40%) Concessions: 2 (100%) Conventional prospects: 15 Permitting for 16 infill locations (100%) Liassic phase 1 underway (pad…
  23. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 23
    Conclusion New company momentum Proven track record to execute with in-house capabilities Focusing on core assets: Eagle Ford and Eaglebine Eagle Ford continues to provide base incline Eaglebine drilling about to commence: high…
  24. Q4 2011 EARNINGS CALL – Zaza Energy Corp – slide 24

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