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CORPORATE PRESENTATION – Arsenal Energy Inc.

Arsenal Energy Inc. · Aug 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 %&'(%%%%%)*%&'+(,% August 2014
  2. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 2
    Core Areas of Operation Legend -./012%*345678% Gas Area Desan Oil Area Gas: 600 Boe/d Evi Light oil: 100 Boe/d Provost Medium oil: 900 Boe/d Columbia Exploration Liquids rich gas Exploration North Dakota Light Oil:…
  3. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 3
    Production Growth 5,000 4,600 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 August 2014 4
  4. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 4
    Cash Flow Growth 60 52.0 50 37.9 40 31.1 Cash Flow (MM) 29.3 30 20 17.9 10 0 2010 2011 2012 2013 2014E *898:8% ;% Corporate Presentation August 2014 5
  5. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 5
    Balanced Portfolio Stable Base Production + Low Risk Development + Exploration Upside = Growth & Sustainable Dividend% Corporate Presentation August 2014 6
  6. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 6
    Stable Base Production Corporate Presentation August 2014 7
  7. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 7
    Stable Base Production Chauvin - Waterflood Reserves (Bbls) At acquisition Aug 2008 750,000 Production since acquisition (370,000) Positive revisions 328,000 December 31, 2013 708,000% Minor optimization projects…
  8. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 8
    Stable Base Production Princess Basal Mannville - Waterflood Reserves (Bbls) %% At acquisition Dec 31, 2010 675,000 Production since acquisition (250,000) Analogous Pools Base case RF: 10% Positive revisions 164,000 December…
  9. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 9
    Stable Base Production Provost Cummings Y - Waterflood Reserves (Bbls) At acquisition Dec 31, 2010 807,000 Production since acquisition (135,000) Positive revisions 236,000 December 31, 2013 908,000 West side of pool to be…
  10. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 10
    Stable Base Production Desan Low Decline Reserves (Mmcf) At acquisition Dec 31, 2010 11,260 Production since acquisition (4,485) Positive revisions 753 December 31, 2013 7,530% Minor optimization projects Reserve…
  11. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 11
    Low Risk Development Corporate Presentation August 2014 12
  12. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 12
    Low Risk Development Stanley, North Dakota Allison Ann Legend IP 1,385 Bbls/d Producing Wells OPERATIONS Craig Allen 2014 Drills IP 1,250 Bbls/d Future Drills Current production (Boe/d): 1,585 Net mineral acres: 4,189 Average…
  13. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 13
    Low Risk Development Lindahl, North Dakota OPERATIONS Current production (Boe/d): 260 Net mineral acres: 743 Average working interest: 7.5% Jerol 2-27H DGA%…
  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 OPERATIONS Current production (Boe/d): 1,000 Average working interest: 97% Identified locations (gross): 35 Identified locations (net): 34 Field netback (/Boe): 49.66 14-17 3 Day average prod…
  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) 210 Full year average production (Boe/d) 100 Reserves ( P+P MBoe) 150 Decline rate 1st year 70% %…
  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 (Bbls) Frame Estimate North Dakota Bakken / Three Forks 1280 acre Stanley (oil) 18 5 475…
  18. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 18
    Exploration Upside Corporate Presentation August 2014 19
  19. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 19
    Exploration Upside KILI9:% % %&' Rennie Lake, ND Undeveloped land 8,364 net acres Princess, AB Columbia Undeveloped land 29,000 net acres Provost Columbia, AB Princess Undeveloped land 12,760 net acres Provost…
  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 Columbia PLAY OVERVIEW VOLUMETRIC PARAMETERS CARDIUM AEI potential 2015 Porosity (%) 9 Cardium drill Water saturation (%) 25 Thickness (m) 12 Area (acres) 640 ,824I.% Recovery factor (%) 75 89:% Liquid content…
  23. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 23
    Growth & Sustainable Dividend BOED 6,000 5,000 4,000 3,000 2,000 1,000 - ()*+,-.)/, Base 2011 Increm 2012 Increm 2013 Increm 2014 Increm Corporate Presentation August 2014 24
  24. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 24
    Growth & Sustainable Dividend Cash Flow / Production Growth Cash Flow (MM) BOEd 60 3.10 5,000 per share 50 4,000 2.38 40 per share 1.99 1.85 3,000 per share per share 30 1.37 2,000 20 per share 1,000 10 0 0…
  25. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 25
    Growth & Sustainable Dividend Estimated 2014 Payout Ratio 80% Payout Ratio Yield Debt/Cash Flow 70% Arsenal 8.8% 3.4% 1.4 Group average 34.1% 6.7% 1.8 60% 2014 E Payout Ratio 50% 40% 30% 20% 10% 0% AEI TET…
  26. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 26
    Key Corporate Information Corporate Summary Current production (Boe/d) 5,000 Boe/d Shares issued and outstanding: 16.9 Million Production split: Light oil 45% Total insider ownership: 28% Medium oil 33% Management and Directors…
  27. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 27
    Summary Stable Base Production Growth & Sustainable Dividend Decline rate of approximately 10% on half of Companys production base Balanced portfolio of base production, Overall corporate decline rate of approximately 25% low risk…
  28. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 28
    Appendix Corporate Presentation August 2014 29
  29. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 29
    Cash Flow Multiple vs. Estimated Total Return Source: National Bank 012 Corporate Presentation August 2014 30
  30. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 30
    Corporate Information HEDGES Cdn. RESERVES 2014 2,000 Bbl/d (Cdn) 95.66 P+P reserves (MMBoe) 14.4 Q1 2015 2,000 Bbl/d (Cdn) 103.27 EV/P+P reserves (/Boe) 14.63 Q2 2015 1,500 Bbl/d (Cdn) 102.25 Proven reserves (MMBoe) 8.8…
  31. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 31
    Corporate Information Officers and Directors Independent Reserve Engineers Senior Management Deloitte LLP Tony van Winkoop Neil MacKay, Chairman of the Board Banks 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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