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IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited

Samson Oil & Gas Limited · Oct 22, 2014 · 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. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 1
    SAMSON OIL AND GAS IPAA SANFRANCISCO, SEPTEMBER 2014
  2. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 2
    SAMSON OVERVIEW Samson Oil & Gas Limited is a dual national Australian/American oil and gas company holding extensive development and exploration acreage in the USA with a focus on oil production from the Bakken and Three Forks…
  3. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 3
    PROJECT LOCATIONS 2014 Strategy: Developing shale oil resources on the Companys Bakken (Williston Basin) acreage and realization of exploration upside on its Hawk Springs (D-j Basin) project. North Stockyard Project Rainbow Project…
  4. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 4
    BAKKEN BACKGROUND Williston Basin located in North and South Dakota and Montana. Extends into Canada. The Bakken Formation in the central part of the basin is a continuous oil accumulation. Accumulation results from: ASX: SSN…
  5. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 5
    BAKKEN BACKGROUND 1,200,000 250 1,000,000 200 800,000 ASX: SSN 150 600,000 oil production BOPD rig count 100 400,000 NYSE: SSN 50 200,000 - - Jan-07 May-08 Sep-09 Feb-11 Jun-12 Nov-13 As a result of this…
  6. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 6
    BAKKEN BACKGROUND 600 500 400 ASX: SSN 300 BOPD per Rig 200 NYSE: SSN 100 - Jan-07 May-08 Sep-09 Feb-11 Jun-12 Nov-13 Importantly the industry has developed the use of the technology and the amount…
  7. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 7
    INVESTMENT STRATEGY Drill out the existing Bakken portfolio North Stockyard 10 middle Bakken wells 8 Three Forks Bench One wells ASX: SSN 6 Three Forks Bench Two wells 8 Three Forks Bench Three wells NYSE: SSN Rainbow 8…
  8. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 8
    2014 IMPLEMENTATION Drill out the existing Bakken portfolio North Stockyard 8 middle Bakken wells drilled 6 fracked ASX: SSN 4 Three Forks Bench One drilled 2 Three Forks Bench One fracked 1 Three Forks Bench Two drilled…
  9. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 9
    2014 FINANCIAL IMPLEMENTATION 25 million debt facility Conventional reserves based facility 3.98% interest rate 3 year term 15.5 million base ASX: SSN 11 million drawn Risk mitigation Farm out Roosevelt project NYSE: SSN…
  10. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 10
    LIQUIDITY US000 ASX: SSN Cash 6.846 June quarter product sales 3.0 Additional debt 9.500 TOTAL 19.346 NYSE: SSN As at June 30th 2014 11
  11. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 11
    RESERVES JUNE 30th, 2014 PDP PDNP PUD PROVED NPV 10 NPV 10 NPV 10 NPV 10 MBOE million MBOE million MBOE million MBOE million Mar 14 668 29.53 160 5.40 645 12.80 1,805 47.72 ASX: SSN June 14 1,033 35.86 170 6.85 476 11.48 1,760…
  12. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 12
    NORTH STOCKYARD Located in central part of the Bakken accumulation in Williams County Development commenced in 2008 Initial program was 1 north-easterly orientated well per Section Infill program at 160 acres in the middle Bakken…
  13. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 13
    BAKKEN/THREE FORKS GEOLOGY ASX: SSN NYSE: SSN 14
  14. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 14
    NORTH STOCKYARD BAKKEN IN-FILLS Middle Bakken NW Infills (6) MATILDABAY 2-15H Middle Bakken corner wells (4) ASX: SSN NYSE: SSN 15
  15. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 15
    NORTH STOCKYARD PERFORMANCE North Stockyard Infill 120,000 100,000 ASX: SSN 80,000 Cummulative Oil prodcution Bbls sail & anchor blackdog 60,000 coopers NYSE: SSN little creature tooheys type curve…
  16. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 16
    FRACK SIZE MATTERS 80,000 70,000 BLACKDOG 60,000 ASX: SSN 50,000 MILLION FT*LBS 40,000 LITTLE CREATURES NYSE: SSN 30,000 COOPERS 20,000 10,000 0 E RENNERFELT 20,000 30,000 40,000 50,000 60,000 70,000…
  17. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 17
    INVESTMENT PERFORMANCE Well Cost NPV IRR Sail & Anchor 3,896,116 2,710,600 -30% ASX: SSN Coopers 2,120,975 3,113,300 47% Tooheys 1,730,903 2,749,900 59% Little Creatures 2,869,041 4,342,100 51% NYSE: SSN Blackdog…
  18. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 18
    NORTH STOCKYARD TF1 IN-FILLS TF1 Development wells (8) ASX: SSN NYSE: SSN 19
  19. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 19
    NORTH STOCKYARD TF2 IN-FILLS TF2 Development wells (6) BOOTLEG x-14-115TFH ASX: SSN BOOTLEG x-14-115TFH BOOTLEG 8-14-115TFH NYSE: SSN 20
  20. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 20
    NORTH STOCKYARD TF3 IN-FILLS TF3 Development wells (8) ASX: SSN NYSE: SSN 21
  21. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 21
    NORTH STOCKYARD AND OFFSET TF ASX: SSN NORTH STOCKYARD NYSE: SSN OFFSET TF 22
  22. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 22
    OFFSET THREE FORKS PRODUCTION WELL LEVEL IP RATE BOPD 120 DAY RATE 120 CUM BOPD ASX: SSN WELL 1 TF1 2,205 583 49,578 WELL 2 TF1 2,457 582 51,160 WELL 3 TF1 3,482 721 49,760 NYSE: SSN WELL 4 TF2 2,525 567 48,804 WELL 5…
  23. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 23
    PRODUCTION ESTIMATE BOEPD 2500 2000 ASX: SSN 1500 BOEPD 1000 NYSE: SSN 500 0 Mar- Mar- Mar- Mar- Dec-12 Jun-13 Sep-13 Dec-13 Jun-14 Sep-14 Dec-14 Jun-15 Sep-15 Dec-15 Jun-16 13 14 15 16 BOEPD 287 293 228…
  24. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 24
    REVENUE ESTIMATE QTRLY REVENUE 16,000,000 14,000,000 12,000,000 ASX: SSN 10,000,000 8,000,000 6,000,000 NYSE: SSN 4,000,000 2,000,000 - Dec- Mar- Jun- Sep- Dec- Mar- Jun- Sep- Dec- Mar- Jun- Sep- Dec-…
  25. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 25
    RESERVE GROWTH PROVED RESERVE 3500 3000 ASX: SSN 2500 2000 MBO 1500 NYSE: SSN 1000 500 0 Jun-13 Jun-14 Jun-15 Jun-16 PROVED RESERVE 1761 1772 3272 3495 26
  26. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 26
    RAINBOW PROJECT, NORTH DAKOTA Located in the heart of the Williston Basin in SSN close proximity to the North Stockyard project Rainbow and surrounded by major players. WILLIAMS CO 52% working interest the western DSU 23% working…
  27. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 27
    HAWK SPRINGS PROJECT, WYOMING DENVER-JULESBURG BASIN (D-J BASIN) An oil play located in the D-J Basin in Goshen County, Wyoming, prospective for Permian conventional oil. 19,500 net acres in two contiguous areas. PERMIAN OBJETCIVE…
  28. IPAA SAN FRANCISCO PRESENTATION – Samson Oil & Gas Limited – slide 28
    SUMMARY Diversified acreage position targeting both conventional and unconventional oil accumulations. Samson is poised to generate significant production and cash flow growth as it looks to progress a runway of 46 wells of which 10…

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