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ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp.

Trilogy Energy Corp. · Apr 11, 2011 · 28 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. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 1
    Trilogy Energy Corp. 2011 Energy & Infrastructure Conference CIBC World Markets Inc. April 11, 2011
  2. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 2
    Trilogy Corporate Profile 2010 average production: 22,788 Boe/d (80% natural gas) 115 million shares outstanding Market Capitalization at 21.50/share: 2.5 billion Insiders own 58% Current monthly dividend: 0.035/share/month Net…
  3. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 3
    Trilogy Geographically concentrated assets Large unconventional tight gas resource to be exploited with vertical and horizontal drilling Grande Prairie 2,000 Boe/d 2011 and completion technologies 20 MM 2011 Capex Multi-zone…
  4. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 4
    Tight Sand/Shale Reservoirs Prospect Inventory of low-risk horizontal and vertical locations: Cardium: + wells Dunvegan: 31 wells Viking: 5 wells Notikewin/Spirit River: 145 wells Wilrich: + wells Bluesky: 87 wells Gething:…
  5. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 5
    Technology Improvements 3 wells/7 fracs per well 5 wells/12 fracs per well Technology is advancing to provide more fracs for less money Economics improving in lock- step with technology 60 completions per section: 20 MM…
  6. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 6
    Kaybob Horizontal Prospect Areas Testing new horizontal projects throughout Kaybob Successful drilling in these additional formations would significantly increase drilling inventories Reservoirs to be targeted: Cardium…
  7. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 7
    Kaybob South Presley Montney Development Montney tight sand reservoirs Horizontal well: 4.0 MM/well d/c/t Potential recoverable reserves* per well: 3.0 Bcf natural gas 100 MBbl NGLs 600 MBoe 6 wells winter 2009 tested 710…
  8. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 8
    Kaybob South - Presley Montney Development Montney reservoir exploitation 50 net sections 3-5 wells per section, potential for 150 - 250 wells Potential 10-15 Bcf gas per section* Liquids rich gas 30 Bbl/MMcf Prudent…
  9. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 9
    Presley Montney Horizontal Wells H2 2010 18-22 Stage Fracs 14-23 (20 S) 14-26 (22 S) 04-31 (22 S) 02/04-35 (22 S) 01-19 (18 S) 16.0 14.0 12.0 Gross Gas Rate (MMcf/d) 10.0 8.0 6.0 4.0 2.0 - 1 51 101 151 201…
  10. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 10
    Horizontal Montney Gas Well Template Production At 6 months: 1 Bcf of Production Gas Revenue: 4.0 MM (4.00/Mcf) NGL Revenue: 1.5 MM (50.00/Bbl) Operating Costs: 0.5 MM Gross Gas Rate (MMcf/d) Cum Gas (MMcf) Royalty…
  11. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 11
    Horizontal Montney Gas Well Template Sensitivity Analysis TRILOGY ENERGY CORP. 12
  12. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 12
    Kaybob Montney Oil Development TRILOGY ENERGY CORP. 13
  13. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 13
    Horizontal Montney Oil Well Template Production Bbl/d MBbl Cum MBbl Bbl/d Months Months TRILOGY ENERGY CORP. 14
  14. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 14
    Horizontal Montney Oil Well Template Sensitivity Analysis Capital Cost 4.2 MM Op. Cost 6,500/well/month GOR 1,500 Mcf/Bbl BT, NPV 10%, M MD up to 3,500 m (5% royalty on 70 MBoe) Gas price 4.00/MMbtu Cdn/Bbl TRILOGY…
  15. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 15
    Duvernay Unconventional Shale Gas Play Duvernay shale equivalent to the Muskwa shale in NE BC Participated in drilling first Duvernay horizontal well in Q3 2010 15-33-60-20W5 BH Location 15-33 Hz TET WI 33.3% Drill/Complete 8 MM…
  16. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 16
    Spirit River Channels Existing well-defined Spirit River trends Numerous existing vertical producers Plan to further develop the pools using horizontal drilling Significant follow up locations upon success Potential…
  17. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 17
    Presley Pipeline and Plant Expansion Project Constructed 12 pipeline 23.6 MM Plant Upgrade 13.1 MM Acid Gas Disposal 10.1 MM Total 46.8 MM 53 km pipeline to transport up to 100 MMcf/d of gas from Presley to Kaybob North Gas…
  18. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 18
    Aux Sable Liquid Recovery Agreement Trilogy Kaybob North Sour Gas Plant Aux Sable Liquid Extraction Plant, Channahon, Illinois TRILOGY ENERGY CORP. 19
  19. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 19
    Aux-Sable Liquids Recovery Agreement Effective January 1, 2011 versus a Q2 2012 for the proposed Deep-Cut Facility Trilogy anticipates that 2011 cash flow will increase by approximately 15 Million; 30 Million in 2012 Assuming…
  20. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 20
    Grande Prairie Multi-zone exploration and development potential Producing zones: Bluesky Gething Nikanassin Halfway Doig Montney Average 20 Bbl/MMcf NGL recoveries Montney/Doig Exploration Trend TRILOGY ENERGY CORP. 21
  21. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 21
    Valhalla Montney/Doig play Five wells to date with improving results Fourth well tested at 10.9 MMcf/d Fifth well was the first Upper Montney well; tested 6 MMcf/d Success requires infrastructure plan TRILOGY ENERGY…
  22. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 22
    Trilogy 2010 Operating Results Revenue 37.22/Boe 309.6 MM Royalties (5.38/Boe) (44.7 MM) Operating Expenses (8.49/Boe) (70.6 MM) Transportation (1.52/Boe) (12.7 MM) Asset Retirement Obligation (0.21)/Boe (1.7 MM) Operating…
  23. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 23
    2010 Trilogy Finding and Development Costs Land 3.6 MM Geological and Geophysical 0.4 MM Drilling and Completion 114.2 MM Production Equipment and Facilities and Inventory 35.6 MM Drilling Incentive Credits (19.8 MM) 2010 Presley…
  24. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 24
    Reserves Proved Reserves Probable Reserves Proved Developed Producing Probable Developed Producing Proved Developed Non-Producing Probable Developed Non-Producing Proved Undeveloped Probable Undeveloped Natural Gas Crude Oil…
  25. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 25
    CFFO 2011 E (Millions) AECO GAS (C/GJ) 3.00 3.50 4.00 4.50 5.00 5.50 6.00 6.50 55.00 79 103 127 151 175 200 224 248 65.00 98 122 146 170 194 218 242 266 WTI (US/Bbl) 75.00 116 140 164 188 212 236 261 285 85.00 134 159 183…
  26. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 26
    Trilogy Summary Proved producing assets at Kaybob and Grande Prairie Proven exploitation strategy for unconventional gas/oil assets Substantial inventory of low-risk development and large resource opportunities suitable for…
  27. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 27
    Appendix A
  28. ENERGY & INFRASTRUCTURE CONFERENCE – Trilogy Energy Corp. – slide 28
    1400, 332 6th Avenue, SW Calgary, Alberta Canada T2P 0B2 Telephone: (403) 290-2900 Facsimile: (403) 263-8915 www.trilogyenergy.com

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