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PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc.

Yoho Resources Inc. · Sep 14, 2011 · 32 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. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 1
    Presenter: v110 1 Brian McLachlan, President and CEO
  2. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 2
    Yoho Quick Facts SYMBOL YO TSX.V BASIC SHARES (Insiders 16.3%) 40.0 MM DILUTED SHARES (WA Exercise Price of options 2.80) 43.1 MM MARKET CAP 130 MM BANK FACILITIES: Lender National Bank Limit 40 MM Total Debt (Current Estimate)…
  3. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 3
    Cost Comparisons (57…
  4. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 4
    FD&A Costs Year Ended September 30 25.00 25.00 20.68 20.00 20.00 17.05 15.64 14.00 13.84 / Boe P+P 15.00 15.00 11.43 10.00 10.00 5.00 5.00 0.00 0.00 1 2 3 4 5 2006 2007 2008 2009 2010 3 Year6 Rolling…
  5. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 5
    Netbacks per Boe Fiscal Q2 2011 Fiscal Q3 2011 (March 31) (June 30) PER BOE PER MCFE PER BOE PER MCFE Sales Price 32.04 5.34 35.58 5.93 Royalties (4.19) (0.70) (4.95) (0.83) Operating Costs (10.29) (1.71) (10.47) (1.74) Field…
  6. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 6
    Fiscal 2011 Goals De-risk Kaybob Duvernay gas/liquids play with two verticals and one or two horizontal wells De-risk Mike/Pickell Jean Marie tight gas play with one horizontal well De-risk Umbach Montney play with one horizontal…
  7. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 7
    Kaybob Duvernay Shale Gas 8
  8. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 8
    Duvernay Shale Gas Land Holdings Yoho 14-16 Athabasca Vert Encana Oil Sands Chevron HZ Vert Vert 40 Petrobakken Vert 40 Celtic 14-15 Vert 40 Husky HZ Celtic 15-33 HZ Producer 50 Celtic Vert CCR HZ Trilogy…
  9. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 9
    Duvernay Shale Gas Land Holdings 14-16 Vertical Yoho Operated 50% WI Gross Net (producing gas well) Sections Sections As at Sep 30/10 28 9.3 Farmins 16 5.7 Recent Crown 6.5 2.5 15-33 Duvernay Horizontal Acquisitions 33.33% WI…
  10. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 10
    Kaybob 15-33-60-20 W5 Hz Duvernay First Horizontal Well (Yoho 33.33% WI) Total measured depth 5,080 meters; 1,734 meters horizontal section 6 of 13 stages fraced ruptured liner on 7th stage 52,000 bbls slick water and 600 tonnes of…
  11. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 11
    Kaybob 3-13-60-20 W5 Horizontal Results Second Horizontal Well (Yoho 33.33% WI) Total measured depth 4,866 meters 1,391 meter horizontal section 31 perforated intervals (12 stages) 138,600 barrels slickwater and 2,300 tonnes of sand…
  12. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 12
    Horizontal Duvernay Well Economics (unrisked)* Sensitivity to Oil Price Kaybob Horizontal Duvernay Liquids Price Sensitivity (NPV) Liquids 80% of Edmonton Par, Constant Gas 4.00/MMbtu AECO 25,000 GLJ Escalating Price Deck Model…
  13. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 13
    Kaybob - Duvernay Shale Play Characteristics Yoho Horn River Eagle Ford Marcellus Haynesville Woodford Barnett Duvernay TOC (%) 1 - 6% 3 - 7% 2 - 10% 0.5 - 4% 3 - 10% 3 - 8% 2 - 6% Brittle content (%) 50 - 70% 60 - 70% 40 - 60%…
  14. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 14
    Kaybob Duvernay Preliminary Development Plan Spacing: 6 to 8 wells per section Pad drilling Average wellbore horizontal section approximately 1,500m Perf and Plug Completions: more stages and more perf clusters Facilities:…
  15. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 15
    Umbach Montney Overpressured Tight Gas 16
  16. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 16
    Umbach Upper Montney Tight Gas Play Yoho Land Yoho Horizontal Well (2011) 17
  17. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 17
    Umbach Upper Montney Tight Gas Play D-97-H Hz H B-1-E Hz Spectra Pipeline Yoho Land (19,163 net acres) A-A41-A Hz Upper Montney Sweet Spot Yoho Horizontal Yoho Licensed Location Storm Licensed Location Montney…
  18. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 18
    Umbach a-B41-A Results Drilled 1,050 m horizontal section in Montney Completed with 8 stages, 16 perforations; drill out plugs and flow back Flowed (on test) up casing at 6.3 MMcf per day and 12 bbls per MMcf free condensate;…
  19. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 19
    Umbach Montney Gas Economic Model (per well)** (unrisked) Yoho Acreage 53 gross drilling spacing units 52 WI% 27.5 net drilling spacing units PER WELL (GROSS) IP (first month average rate) 3.8 MMcf/d 90 bbl/d 723 boe/d Reserves 3.4…
  20. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 20
    Umbach/Nig Creek Montney - Preliminary Development Plan Spacing: 4 wells per section Optimize surface by pad drilling Average wellbore horizontal section = 1,200m to 1,400m Completion: Plug and perf, poly CO2 frac (initially)…
  21. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 21
    Mike Pickell Jean Marie Overpressured Tight Gas 22
  22. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 22
    Yoho Jean Marie - Overpressured Tight Gas Play NORTHWEST TERRITORIES NE BC Jean Marie Cum Production 1.8 TCF to Date Reservoir Pressure 5-6 mPa SUB-NORMAL PRESSURE RESERVOIR 110 km ALBERTA NORMAL PRESSURE…
  23. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 23
    Mike Pickell Area Jean Marie Tight Gas Play Yoho Current Vertical Producer 1000 A-19-L Yoho Mcf/d Purchase 100 Date Cum 0.6 Bcf YOHO A-19-L 10 2440.00 2006 2007 2008 2009 2010 2011 Time Jean Marie JNMR…
  24. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 24
    Mike Pickell Area Jean Marie Tight Gas Play 22,000 net acres A-19-L Vertical (2006) (0.6 Bcf to date) A-B21-I Horizontal H (2011) 2 miles C-8-L Vertical (2010) 3D Seismic Outline Yoho Land Seismic Yoho Jean Marie…
  25. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 25
    Mike Pickell a-B21-I Horizontal Results Total depth 4,424 meters; 1,856 meter horizontal section Bulk nitrified acid stimulation Final stabilized of 3.7 MMcf per day very high back pressure* Cost of 1st well (experimental) approx.…
  26. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 26
    Mike Pickell Jean Marie Gas Economic Model (per well)** (unrisked) Yoho Acreage 36 gross drilling spacing units 85 WI% 31 net drilling spacing units PER WELL (GROSS) IP (first month average rate) 3.0 MMcf/d 500 boe/d Reserves 4.7…
  27. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 27
    2011 Results to Date 4 wells in total drilled in Duvernay Both horizontals successful with very high liquids production Moved up the learning curve substantially Montney (Umbach) drilled with very positive completion results - will…
  28. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 28
    Fiscal 2012 Budget Capital 35 40 MM Production Average: 3,200 3,300 Boe/d (75% natural gas) Exit Sep 2012: 3,700 3,800 Boe/d Pricing Natural Gas: 3.75 per GJ (AECO) NGL and Oil: 90.00 per Bbl (Edmonton) Cash Flow 22 24 MM 0.55 -…
  29. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 29
    Yoho - Upside Inventory Duvernay 2 verticals, 2 successful horizontals drilled to date 125 to 140 NET horizontal development locations (at 7 to 8 wells per section) Umbach/Nig Creek 1 successful horizontal drilled to date Up to 100…
  30. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 30
    Corporate Information YOHO RESOURCES INC. Suite 750 736 6th Avenue S.W. Calgary, Alberta T2P 3T7 Phone: 403-537-1771 E-mail: infoyohoresources.ca Fax: 403-537-1775 Website: www.yohoresources.ca Auditors Legal Counsel KPMG LLP…
  31. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 31
    Appendix - Management Team Brian McLachlan, 31 Taurus; Paragon; Voyager; Bonanza; President & CEO years Poco Geologist Barry Stobo, 31 Vintage; Genesis; Merit; Belfast; V.P. Engineering & COO years Summit; Poco Engineer Wendy…
  32. PETERS & CO LIMITED NORTH AMERICAN OIL & GAS CONFERENCE – Yoho Resources Inc. – slide 32
    Appendix - Board of Directors Terry Svarich, - 32 years of oil & gas experience Chairman - Presently President of DevSun Ltd. and Director of Progress - 1994 2000 President and Director of Quintana Minerals Peter Kurceba - 32 years of…

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