Skip to main content PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd Investor Presentation | Shale Experts
Loading...
Pm

PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd

Painted Pony Petroleum Ltd · Sep 7, 2012 · 27 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 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 1
    Corporate Presentation S e p t e m b e r 7, 2 0 1 2 1
  2. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 2
    Why Invest in Painted Pony TSX-V: PPY Montney Positioned to be a leading LNG Gas supplier of gas to Canadas West Coast LNG projects Explorer and producer targeting two of Western Canadas premier light oil plays: Bakken…
  3. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 3
    PPY Corporate Snapshot Shares issued 70.4 mm (76.4 mm diluted) Market capitalization 655 mm (9.30 /share) Executive and director ownership 4.5% (8.5% FD) Production 6,369 boe/d, 76% gas (H1 2012) Reserves 137 mmboe (P+P, Dec.…
  4. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 4
    Industry-Leading Growth 150 Reserves (P+P) 2.50 2011 P+P ReservesG* Probable Gas 137 mmboe 120 Probable Oil & Liquids 2.00 2.3 boe / share Reserves (mmboe) Proved Gas Proved Oil & Liquids 321% reserves growth…
  5. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 5
    3 Key Projects Business Strategies for 2012 British Columbia Continue to prove up resources British Columbia Expand processing capacity to supply to Alberta Saskatchewan future LNG export market Montney Gas Grow production…
  6. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 6
    B.C. Northern Montney Gas Why We Like It High-rate, sweet gas wells Liquids-rich (20-60 bbls/mmcf)R 12-month access Thick reservoir section Over-pressured Tcfs gas-in-placeR High PPY working interest Contiguous land spread…
  7. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 7
    PPY & Canadas West Coast LNG Play Liquefied Natural Gas Exports to Asia Douglas Channel B.C. LNG British Co-operative Kitimat Terminal Columbia Fort Nelson PPY is a Co-op member PPY Land AB 230 mmcf/d export permit Fort St. John…
  8. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 8
    B.C. Assets Montney Gas Fairway Town Cypress Excellent existing infrastructure Blair 101,700 net Montney acres Cameron (160 net sections)L 2.2 mm royalty incentive per PPY Altares Farrell Hz Montney well 4,811 boe/d (28.9…
  9. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 9
    Montney Gas: 3 Stacked Resource Plays in One Exploitable Gas Column On equivalent Thickness Scale Hz 1 Upper 300 m. ThickR Hz 2 Middle Hz 3 Horn River Thicker Than + Marcellus Lower Hz 4 The Montney exploitable…
  10. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 10
    Montney Test Results Overview Multiple wells HZ c-A55-F/94-B-16 HZ Blair/ Town U. Montney 5-10 mmcf/d U. Montney 5.0 mmcf/d L. Montney 8.5 mmcf/d a-A50-F/94-B-16 HZ U. Montney 4.8 mmcf/d Cypress d-5-K/94-B-16 HZ U. Montney 6.4…
  11. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 11
    PPY Montney Development Economics PPY Montney Production PPY Average Montney Well Production 14,000 7,000 PPY Wells (Lower) Average of all PPY Montney Wells PPY Wells (Middle) 12,000 6,000 6 bcf Type Well PPY Wells (Upper) 7.8…
  12. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 12
    PPY B.C. Reserves* P+P ReservesG NPV10% 897 mm 131 mmboe (785 bcfge) Including 14 mmbbls of NGLs 20 bbls/mmcf of NGLs Proved ReservesG NPV10% 239 mm 28 mmboe (167 bcfge) Including 3 mmboe of NGLs 19 bbls/mmcf of NGLs 12% of…
  13. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 13
    Blair and Cameron Facilities H1 2012: drilled 4 (2.2 net) locations, Spectra T- to be completed H2 2012 North Pipeline 2012 capacity expansions Altagas Blair Plant Complete Aug. 2012 expansion to 65 80 mmcf/d H2 2012 PPY Daiber…
  14. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 14
    Blair-Cameron Project - Explosive Growth Potential Production results (exit 2016)R ProductionR ProductionR Capex Wells 460 mmcf/d gas Year (boe/d) (mmcf/d) (mm) Drilled 2012 6,400 38 55 4 +9,700 bbls/d liquids 2013 8,900 53 147 20…
  15. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 15
    Buckinghorse Shale Overview Regionally extensive sweet gas resource play 80,700 net acres (126 net sec)LBC of rights utilizing same infrastructure as Montney project BC Government estimated gas-in-place of 60 bcf/section per 100 m…
  16. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 16
    Industry Transactions Establishing Land Valuations1 Progress Petronas acquisition FirstEnergy estimated PPY implied price from Petronas Progress acquisition metrics of /boe 2P + FDC 35.72/share (2.5 billion)* Talisman Sasol J.V.…
  17. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 17
    Saskatchewan Light Oil Where We Started Saskatchewan advantage PPYs 100% owned and operated light oil battery High quality light oil at Huntoon, Saskatchewan Premium netbacks Year-round access Multizone potential Favourable…
  18. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 18
    Bakken Assets: Expanding South 30 miles/50 km Weyburn Viewfield Bakken 1,700 m TVD Royalty Incentive Depth Kisbey Midale Huntoon Border Bakken Play Flat Lake Estevan Enlarged Area Hummingbird Trough Oungre Hoffer…
  19. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 19
    Flat Lake Project: Bakken Assets 13,700 net acres (21 net sections)L Recent Drilling Average working interest 46% Future Development 100% Crown land 2.5% Crown royalty for first 100 mbbls/well Hummingbird 90 (34 net) locations…
  20. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 20
    Alberta Viking Oil Exploration Why We Like It 2nd ranked light oil resource potential in western Canada* Viking ReservoirR 6 billion barrels in-place*, TPIIPP (oil) 12+ m pay Alberta Hz royalty incentive Estimated 7+ million bbls…
  21. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 21
    Wimborne Project Viking Oil Exploration Acreage PPY access to 28,100 net acres (44 net sections) including farm-insL 2012 Drilling Plan Planned: 3 (3.0 net) 1st well completed July 2012 suspended 2nd well Q4 2012 planned spud…
  22. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 22
    Painted Pony Market Cap Vs. Current Value 1,500 Unrecognized 180 Value 68 655 1,000 Value (mm) 1,062 500 655 0 Market Cap NPV10% (P+P) Net Working Capital Undeveloped Land Sep. 4, 2012 ( 9.30) Dec. 31, 2011 Dec.…
  23. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 23
    Financing History* May 17, 2007: IPO 13.475 mm Class A 0.25/share, Class B 10.00/share + private placement May 23, 2007 Trade on TSX Venture Exch. PPY.A, PPY.B Dec. 6, 2007 10.0 mm 2.40 Mar. 31, 2008 17.8 mm 4.33 Apr. 30, 2008…
  24. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 24
    Directors & Executive Team DIRECTORS Ronald R. Talbot, Chairman, P. Geol Former Dean, Energy Department SAIT, founding director, Baytex Energy Glenn R. Carley, B.A., J.D., MBA, ICD.D President, Selinger Capital Inc. Kevin D. Angus,…
  25. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 25
    Analyst Coverage Arthur Grayfer arthur.grayfercibc.com (403) 216-3409 CIBC World Markets Inc Jonathan Fleming jflemingcormark.com (403) 750-7209 Cormark Securities Inc Cody R. Kwong crkwongfirstenergy.com (403) 262-0600…
  26. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 26
    PPY Corporate Overview Legal Burstall Winger LLP Auditor KPMG LLP Evaluation Engineers Sproule Associates Limited GLJ Petroleum Consultants Ltd. Bank National Bank of Canada Corporate Office 300, 602 12th Avenue SW, Calgary,…
  27. PETERS & CO LIMITED 2012 ENERGY CONFERENCE – Painted Pony Petroleum Ltd – slide 27
    Endnotes MM: Millions R: Internal Company estimate prepared by a qualified reserves evaluator, effective Mar. 7, 2012 L: BC land as at Jul. 26, 2012 Saskatchewan land as at Jun. 30, 2012 Alberta land as at Jul. 26, 2012 G:…

From the store

Browse maps, data & reports in the Shale Experts store