INVESTOR PRESENTATION A pure Cooper Basin producer and explorer October/November 2013
General Overview Oil Business Wet Gas Business Unconventional Business Appendices BRAD LINGO IAN BUCKNELL MANAGING DIRECTOR CHIEF FINANCIAL OFFICER
INVESTOR Investment Highlights P R E S E N T AT I O N Pure Cooper Basin focus highly leveraged to key equity investment themes Focused strategy delivering consistent strong reserve & production growth leveraged to oil & NGL…
INVESTOR Drillsearchs Acreage a pure Cooper Basin play P R E S E N T AT I O N 4
INVESTOR Corporate Profile P R E S E N T AT I O N Financial Share Price Performance (Since 1 Jun 2011) ASX Ticker ASX: DLS DLS.ASX XEJ.ASX S&P/ASX Index ASX 200 375% Market Cap (Am) 511 325% Shares on Issue (m) 430 275%…
INVESTOR Financial 2013 Highlights A Year of Records P R E S E N T AT I O N Change on 2013 2012 Reserves* 28.5 mmboe 157% Production 1.1 mmboe 173% Revenue 102.2 million 356% Reported NPAT 45.1 million 351% Operating…
INVESTOR Record 2P Reserves up 157%* P R E S E N T AT I O N 2P Reserves growth driven by: The acquisition of an additional 29% interest in 2P Reserves Tintaburra has further increased 2P Reserves to Proven Probable approximately…
INVESTOR Record Production up 173% P R E S E N T AT I O N FY 2013 production growth driven by: FY 2014 Outlook: Start-up of Bauer-to-Lycium Oil Export Pipeline September quarter 2013 production of 0.8 mmboe May 2013 Production…
INVESTOR Record Sales Revenue up 356% P R E S E N T AT I O N Sales Revenue Oil Gas 102.2 Millions 22.4 14.4 10.0 6.1 2009 2010 2011 2012 2013 FY 2013 sales revenue driven by: FY 2014 Revenue will be driven by:…
INVESTOR The Australian Newspaper 11 October 2013 US Interest Growing P R E S E N T AT I O N 10
INVESTOR Key factors driving investor interest in the Cooper Basin P R E S E N T AT I O N Three key factors are changing the Cooper Basin and driving investor interest: Growth in Oil Production Oil exploration success in the…
INVESTOR Cooper Basin Social License to Operate P R E S E N T AT I O N Long history of successful oil & gas operations Few landholders but all experienced in successfully co-existing with oil & gas operations No prime arable…
INVESTOR Eastern Australia Continuing strong demand for Cooper Basin Gas P R E S E N T AT I O N Majority Eastern Australian gas contracts expire 2012-2017 period. Eastern Australia Gas Supply-Demand Demand LNG gas demand expected…
General Overview Oil Business Wet Gas Business Unconventional Business Appendices BRAD LINGO IAN BUCKNELL MANAGING DIRECTOR CHIEF FINANCIAL OFFICER
INVESTOR Oil Business - Highlights P R E S E N T AT I O N Key Data Net Acreage: 12,000 km FY2013 Production: 775,374 bbls FY2013 Revenues: A91.3m Q1 2014 Production: 701,419 bbls Q1 2014 Revenues: A80.2m Reserves (2P): 9.6…
INVESTOR Oil Business Driving Near-term Growth P R E S E N T AT I O N Strategy Maintain material position in proven fairway sweet spots Systematic 3D seismic exploration focused on high success rates Maintain active continuous…
INVESTOR Oil Business Exploration, Development and Production P R E S E N T AT I O N FY 2014 Work Program Drill exploration, appraisal and development wells Acquire, process and interpret 3D seismic Develop discoveries to…
General Overview Oil Business Wet Gas Business Unconventional Business Appendices BRAD LINGO IAN BUCKNELL MANAGING DIRECTOR CHIEF FINANCIAL OFFICER
INVESTOR Wet Gas Business - Highlights P R E S E N T AT I O N Key Data Net Acreage: 4,200km Gas: 147,320 boe FY 2013 Production: NGLs: 76,710 boe FY 2013 Revenues A10.9m Gas: 59,550 boe Q1 2014 Production: NGLs: 88,354 boe…
INVESTOR Wet Gas Business Exploration & Commercialisation Potential P R E S E N T AT I O N Strategy Maintain material position in proven Wet Gas fairway sweet spots Systematic 3D seismic exploration focused on high success rates…
INVESTOR Wet Gas Business Liquids Rich Production P R E S E N T AT I O N Wet Gas % Revenue by Product Wet Gas % Revenue by Product (Est. Oil linked 2014/2015 price) (Current GSA prices) Natural Gas, LPG, 37.5% 32.5% LPG,…
INVESTOR Wet Gas Business Exploration, Development and Production P R E S E N T AT I O N FY 2014 Work Program Drill exploration, appraisal and development wells across the Wet Gas Business. Complete and test wet gas discoveries.…
General Overview Oil Business Wet Gas Business Unconventional Business Appendices BRAD LINGO IAN BUCKNELL MANAGING DIRECTOR CHIEF FINANCIAL OFFICER
INVESTOR Unconventional Business - Highlights P R E S E N T AT I O N Key data Net acreage: 3,160km Mean Recoverable Prospective Resources: Shale Gas: 24 TCF Basin Centred Gas: 8 TCF 3D Seismic Coverage: 2,790km FY 2014…
INVESTOR Unconventional Business Huge Potential Gas Resource P R E S E N T AT I O N Strategy Targeting tight and basin centred and shale gas plays Programs proving the presence, prevalence and producibility Joint Venture to…
INVESTOR Current ATP 940P Work Plan P R E S E N T AT I O N Book 2C Book 2C Resource Resource (2 wells) (4 wells 2013 2014 2015 tested) Activity Sept Dec Mar Jun Sept Dec Mar Jun Sept Dec Q Q Q Q Q Q Q Q Q Q Drilling Top-hole…
INVESTOR Unconventional Business Exploration P R E S E N T AT I O N FY 2014 Work Program Process and interpret 3D seismic. Drill, core, test and complete shale exploration wells in the Central Unconventional Fairway Re-entry and…
INVESTOR Investment Highlights P R E S E N T AT I O N Pure Cooper Basin focus highly leveraged to key equity investment themes Focused strategy delivering consistent strong reserve & production growth leveraged to oil & NGL…
INVESTOR P R E S E N T AT I O N General Overview Oil Business Wet Gas Business Unconventional Business Appendices BRAD LINGO IAN BUCKNELL MANAGING DIRECTOR CHIEF FINANCIAL OFFICER 30
INVESTOR Active Drilling Program across all Business Units P R E S E N T AT I O N 2013 2014 2015 Permit DLS % Operator Total Sept Dec Mar Jun Sept Dec Mar Jun Q Q Q Q Q Q Q Q Oil Western Flank 60 BPT 15 Eastern Margin 40 STO 18…
INVESTOR Active Drilling Program across all Business Units P R E S E N T AT I O N Net Reserves and Contingent Resources as at 30 June 2013* 1P 2P 3P Business Segment Reserves mmboe mmboe mmboe Western Flank Oil 5.05 7.58…
INVESTOR Strong Management Team and Board P R E S E N T AT I O N Brad Lingo Ian Bucknell David Evans Peter Fox John Whaley Managing Director Chief Financial Officer Chief Technical Officer Chief Commercial Officer Chief Operating…
Contact Information HEAD OFFICE LEVEL 16 55 CLARENCE STREET SYDNEY NSW 2000 PH: +61 2 9249 9600 FX: + 61 2 9249 9630 E: ADMINDRILLSEARCH.COM.AU W: WWW.DRILLSEARCH.COM.AU BRAD LINGO MANAGING DIRECTOR IAN BUCKNELL CHIEF FINANCIAL OFFICER…
Loading...
