JP Morgan Shale Gas Conference JP Morgan Shale Gas Conference Cooper Basin Emerging Unconventional Resource Plays 10 May 2012
2 Investment Proposition JP Morgan Shale Gas Conference Active EXPLORATION program Growing OIL production First WET GAS production Huge UNCONVENTIONAL gas resource potential FULLY FUNDED work program Delivering GROWTH in…
3 Changing Landscape for the Cooper Basin JP Morgan Shale Gas Conference Market factors fostering a Cooper Basin renaissance. . . LNG demand has transformed markets Oil-linked pricing improves commerciality CSG ramp up…
4 Drillsearch Snapshot JP Morgan Shale Gas Conference Cooper Basin focus Key Data Significant acreage position Share Price (8 May 2012) 1.295 Shares on Issue 337M Operator with high JV interests Market Cap 437M Oil producer…
5 Three Growth Platforms JP Morgan Shale Gas Conference Unconventional Wet Gas WET GAS OIL Oil Short, medium and long-term growth opportunities Short, medium and long-term growth opportunities
6 Cooper Basin Play Fairways JP Morgan Shale Gas Conference UNCONVENTIONAL WET GAS OIL Short, medium and long-term growth opportunities
7 Comparative Cooper Basin Acreage Holdings JP Morgan Shale Gas Conference Cooper Basin Acreage Source: GPinfo Petroleum Permits of Australia 2011, Company websites and Annual Reports
8 Unconventional Play Fairways DLS position JP Morgan Shale Gas Conference 3 unconventional play fairways Central - Nappamerri Trough Western - Patchawarra Trough Southern Wooloo/Allunga Trough Multiple unconventional plays…
9 Comparative Cooper Basin Unconventional Acreage JP Morgan Shale Gas Conference Source: GPinfo Petroleum Permits of Australia 2011, Company websites and Annual Reports Excludes Santos & SACBJV acreage holdings
10 Central Cooper Unconventional JP Morgan Shale Gas Conference
11 Western & Southern Cooper Unconventional JP Morgan Shale Gas Conference
12 Drillsearch Unconventional Position by play JP Morgan Shale Gas Conference REM Shale Gas REM Shale Gas Challum Approx Top of Oil Moomba Window Approx Top of Gas Window Patchawarra Patchawarra PEL 91 106 107513 Tight…
REM Indications of Wet Gas 13 JP Morgan Shale Gas Conference Western Cooper Shale Western Cooper Shale Central Cooper Shale Patchawarra Trough Wooloo Trough Nappamerri Trough (PEL 106A and 513 Central) (PEL 513 South) (ATP…
14 Our approach to Cooper Basin Unconventional JP Morgan Shale Gas Conference Drillsearchs approach to unconventional based on 5 key principles: Activity & investment targeted to EAD Life Cycle Focus on activity to establish the…
15 Current & Forward Work Program JP Morgan Shale Gas Conference Central Cooper Nappamerri Trough Shale Gas Fairway Reprocessing of existing seismic Detailed shale core studies Near offset well mud log analysis ongoing 1,100…
16 Partnered to Perfection* JP Morgan Shale Gas Conference Commercialisation pathway Improved access to technology & supply chain Access to capital Joint Venture alignment *Source: Canaccord/BGF Equity Research Report…
17 Why QGC JP Morgan Shale Gas Conference A global gas major BG Group highly experienced in commercialisation of world class gas resources Multiple gas commercialisation channels Currently developing the QCLNG development in…
18 Key implications JP Morgan Shale Gas Conference Validates the potential of Cooper Basin unconventional Multiple gas commercialisation channels - domestic and export Access to expertise and technology - world leading service…
19 Investment Proposition JP Morgan Shale Gas Conference Active EXPLORATION program Growing OIL production First WET GAS production Huge UNCONVENTIONAL gas resource potential FULLY FUNDED work program Delivering GROWTH in…
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