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CORPORATE PRESENTATION – Arsenal Energy Inc.

Arsenal Energy Inc. · Jul 1, 2014 · 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. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 1
    Arsenal Energy Inc. CORPORATE PRESENTATION TSX: AEI OTC: AEYIF July 2014
  2. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 2
    Core Areas of Operation Legend Desan, BC Evi, Alberta Gas Operation Gas: 600 Boe/d Light oil: 150 Boe/d Oil Operation Provost, Alberta Medium oil: 950 Boe/d Exploration Columbia, Alberta Liquids rich gas Exploration…
  3. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 3
    Production Growth 5,000 4,400 3,973 4,000 3,723 Production (Boe/d) 3,000 2,230 2,093 2,000 1,000 0 2010 2011 2012 2013 2014E Canada US Corporate Presentation July 2014 4
  4. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 4
    Cash Flow Growth 60 50,000 50 40 37,859 31,119 (MM) 29,274 30 20 17,872 10 0 2010 2011 2012 2013 2014E Canada US Corporate Presentation July 2014 5
  5. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 5
    Balanced Portfolio Stable Base Production + Low Risk Development + Exploration Upside + Low Payout Ratio = Growth & Sustainable Dividend Corporate Presentation July 2014 6
  6. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 6
    Stable Base Production Corporate Presentation July 2014 7
  7. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 7
    Stable Base Production Chauvin Reserves (Bbls) At acquisition 750,000 Production since acquisition (370,000) Positive revisions 328,000 December 31, 2013 708,000 Minor optimization projects Reserve booking at purchase…
  8. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 8
    Stable Base Production Princess Basal Mannville Reserves (Bbls) At acquisition 675,000 Production since acquisition (250,000) Positive revisions 164,000 December 31, 2013 614,000 Implementation of Waterflood Reserve…
  9. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 9
    Stable Base Production Provost Cummings Y Reserves (Bbls) At acquisition 807,000 Production since acquisition (135,000) Positive revisions 236,000 December 31, 2013 908,000 2010 P+P reserve booking 807,000 Bbls Corporate…
  10. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 10
    Stable Base Production Desan Reserves (Mmcf) At acquisition 11,260 Production since acquisition (4,485) Positive revisions 753 December 31, 2013 7,530 3.6% decline over the last 5 years Minor optimization projects…
  11. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 11
    Low Risk Development Corporate Presentation July 2014 12
  12. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 12
    Low Risk Development Stanley, North Dakota Craig Allen Legend IP 1,250 Bbls/d Producing Wells OPERATIONS and 2014 Drills Allison Ann Future Drills Current production (Boe/d): 1,440 IP 1,385 Bbls/d Net mineral acres: 4,189 Average…
  13. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 13
    Low Risk Development Lindahl, North Dakota Legend Producing Bakken OPERATIONS Producing Three Forks 2014 drilled Current production (Boe/d): 260 Net mineral acres: 743 Average working interest: 7.5% Jerol 2-27H Remaining…
  14. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 14
    Low Risk Development North Dakota Bakken Economics Bakken Stanley & Lindahl PRODUCTION AND RESERVES Initial production (30 day) (Boe/d) 632 Full year average production (Boe/d) 267 Reserves ( P+P MBoe) 515 Decline rate 1st year…
  15. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 15
    Low Risk Development Princess, Alberta 5-19 IP 120 day average production: 500 Boe/d OPERATIONS Current production (Boe/d): 1,200 Undeveloped net acres: 25,603 Average working interest: 100% Identified locations (gross): 27…
  16. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 16
    Low Risk Development Princess Mannville Economics Princess Mannville PRODUCTION AND RESERVES Initial production (30 day) (Boe/d) 140 Full year average production (Boe/d) 84 Reserves ( P+P MBoe) 81 Decline rate 1st year 70% 2nd…
  17. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 17
    Low Risk Development Three Year Drilling Inventory Gross Net Gross EUR / Development Time Drill Locations: Locations Locations well (Boe) Frame Estimate North Dakota Bakken / Three Forks 1280 acre Stanley (oil) 22 7 475…
  18. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 18
    Exploration Upside Corporate Presentation July 2014 19
  19. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 19
    Exploration Upside Rennie Lake, ND Undeveloped land 8,364 acres Princess, AB Columbia Undeveloped land 43,217 acres Provost Columbia, AB Princess Undeveloped land 12,760 acres Provost Undeveloped land 2,782 acres Rennie…
  20. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 20
    Exploration Upside Rennie Lake Bakken/Three Forks AREA Net mineral acres Rennie Lake / Black Slough 8,364 Regional OPERATIONS permeability Average working interest: 21% Barrier Potential locations (gross): 144 Potential locations…
  21. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 21
    Exploration Upside Rennie Lake Midale AREA Net mineral acres Vermilion acquisition of Elkhorn Resources 427 MM Rennie Lake / Black Slough 8,364 OPERATIONS Average working interest: 21% Potential locations (gross): 45 Potential…
  22. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 22
    Exploration Upside Princess Mannville Land Exploration Acres undeveloped: 43,217 Seismic Existing seismic 223 square km 3D coverage 2014 seismic program: 112 square km 3D Exploration 2015 seismic program: 80 square km 3D 4…
  23. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 23
    Exploration Upside Columbia PLAY OVERVIEW VOLUMETRIC PARAMETERS CARDIUM AEI potential 2015 Porosity (%): 9 Cardium drill Water saturation (%): 25 Thickness (m): 12 Area (acres): 640 Fahler Recovery factor (%): 75 Sand Liquid…
  24. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 24
    Growth & Sustainable Dividend 5,000 4,500 4,000 3,500 Production (BOED) 3,000 2,500 2,000 1,500 1,000 500 0 Solid Base Produc/on 2011 2012 2013 2014 Corporate Presentation July 2014 25
  25. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 25
    Growth & Sustainable Dividend Cash Flow / Production Growth 60 6,000 3.10 per share 50 5,000 2.38 1.99 per share 40 per share 4,000 Production (BOE/d) Cash Flow (MM) 1.85 per share 30 1.37 3,000 per share 20…
  26. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 26
    Growth & Sustainable Dividend Estimated 2014 Payout Ratio 80% Payout Ratio Yield Debt/Cash Flow 70% Arsenal 8.0% 3.2% 1.4 Group average 33.9% 6.7% 1.8 60% 50% Payout Ratio 40% 30% 20% 10% 0% AEI TET LTS…
  27. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 27
    Key Corporate Information Corporate Summary Current production (Boe/d) 4,700 Boe/d Shares issued and outstanding: 16.8 Million Production split: Light oil 42% Total insider ownership: 28% Medium oil 33% Management and Directors…
  28. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 28
    Summary Stable Base Production Decline rate of approximately 10% on half of Companys production base Overall corporate decline rate of approximately 25% Growth & Sustainable Dividend Low Risk Development + Balanced portfolio of…
  29. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 29
    Appendix Corporate Presentation July 2014 30
  30. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 30
    Corporate Information HEDGES RESERVES Hedges 2014 2,000 Bbl/d (Cdn) 95.66 P+P reserves (MMBoe) 14.4 Hedges Q1, 2015 2,000 Bbl/d (Cdn) 103.27 EV/P+P reserves (/Boe) 14.63 Proven reserves (MMBoe) 8.8 EV/proven reserves…
  31. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 31
    Corporate Information Officers and Directors Independent Reserve Engineers Senior Management Deloitte LLP Neil MacKay, Tony van Winkoop Banks Chairman of the Board President and CEO ATB Corporate Financial Services Tony van Winkoop…
  32. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 32
    Contact Information ARSENAL ENERGY INC. Suite 1900, 639-5th Avenue SW Calgary, AB, Canada T2P 0M9 Main Office 403.262.4854 Fax 403.265.6877 infoarsenalenergy.com irarsenalenergy.com www.arsenalenergy.com STOCK SYMBOL TSX AEI…

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