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ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited

Samson Oil & Gas Limited · Feb 21, 2012 · 33 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. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 1
    ENERCOM SFO February 2012
  2. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 2
    COMPANY SUMMARY Key Statistics Market Capitalization(1) 232 MM Debt(2) Zero Shares Outstanding (6) 87.51 MM (99.9 MM diluted) Average Daily Trading Volume(3) 1.14 million shares ASX: SSN Average Daily Trading Value(3) 2.145…
  3. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 3
    MANAGEMENT TEAM Years Terry Barr Petroleum Geologist. 35 Chief Executive Officer Cooper Basin Exploration Manager for Santos. Discovered and developed significant volumes of tight gas and oil. ASX: SSN Experienced in start…
  4. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 4
    PROJECT LOCATIONS North Stockyard Project Williston Roosevelt Project Basin Greater Green River Basin ASX: SSN D-J Basin Hawk Springs Project NYSE: SSN Western State GC Oil Field Permian Basin Gulf Coast Basin…
  5. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 5
    CORE PROJECTS: EARLY MOVER INTO OIL PLAYS Exploration Strategy Generates Highest Upside and Returns Drilled first Halliburton JV well; 200 BOPD established Niobrara Oil Shale 18,000 net acres Hawk Springs Project 50 net unrisked…
  6. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 6
    OIL DRILLING DRIVING PRODUCTION 500 475 Gas Asset 459 Sale 450 420 400 381 159 211 350 128 336 315 ASX: SSN 300 BOEPD 247 250 273 Oil 231 207 Gas 200 NYSE: SSN 146 150 300 293 264 100 50 100 104 107 108…
  7. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 7
    OIL PROPORTION INCREASING 100% 90% 31% 28% Percent of Total Daily Production 80% 35% 41% 70% 56% 65% ASX: SSN 70% 60% 85% 50% Gas 40% Oil NYSE: SSN 69% 72% 30% 65% 59% 20% 44% 35% 30% 10% 15% 0% Q1'10 Q2'10…
  8. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 8
    ACREAGE SUMMARY & RESOURCE POTENTIAL Resource Net Net (2) EUR (3) Net to Type Acres Wells (BOE) SSN(4) (MMBO) Niobrara Operated 18,000 56 300,000 16.9 Permian/Pennsylvanian Operated 10,000 250 200,000 50.0 ASX: SSN Subtotal…
  9. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 9
    NORTH STOCKYARD FIELD NORTH DAKOTA BAKKEN
  10. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 10
    STRATEGIC RATIONALE, NTH. STOCKYARD FIELD Primary production and cash flow engine North Stockyard Field Lower risk infill drilling ASX: SSN Upside from Three Forks NYSE: SSN Activity 4 infill wells in 2012 2 infill…
  11. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 11
    NORTH STOCKYARD, WILLISTON BASIN 6 by 640 acre Bakken producers, EVERETT frac complete 6 additional infill 1,373 BOEPD initial Harstad 1-15H well (Bluell) 4 infill wells-2012 ASX: SSN RODNEY frac complete 1,100 BOPD initial…
  12. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 12
    ROOSEVELT PROJECT MONTANA BAKKEN
  13. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 13
    STRATEGIC RATIONALE, ROOSEVELT PROJECT Increase operatorship in premier oil play Roosevelt Project Control costs Control pace ASX: SSN Partnership with Tribal Company funded by Quantum NYSE: SSN 1 billion potential Low…
  14. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 14
    PHASE 1 AND 2 LEASES Whiting ASX: SSN EOG Roosevelt Project Mixed/ Other Drilling Brigham Activity NYSE: SSN Continental EOG 15
  15. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 15
    ROOSEVELT PROJECT, DRILLING PROGRAM Australia II Well completed, frac underway Cored Bakken/Three Forks. Initial evaluation of Bakken core . Oil saturated and permeable Drilled and cased with 5,000 foot lateral in Middle Bakken.…
  16. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 16
    ROOSEVELT PROJECT, DRILLING PROGRAM Gretel II Vertical pilot hole completed 120 foot core taken in the Bakken Three Forks Lateral being drilled ASX: SSN Dolomitic middle Bakken intersected Fracture Stimulation NYSE:…
  17. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 17
    BAKKEN PETROLEUM SYSTEM Modeled Vitrinite Reflectance Nesson Anticline North Stockyard Parshall-Sanish Roosevelt Project 0.9 ASX: SSN 0.8 0.7 LEGEND Samson Acreage NYSE: SSN 0.6 STRUCTURAL ELEMENTS Oil…
  18. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 18
    PHASE 1 AND 2 LEASES Brigham Beck 15-10 EOG Permits Whiting Brigham Swindle 16-9 IP: 1065 boepd EOG Carat 2-33H Producing ASX: SSN Brigham Rogney 17-8 EOG IP: 909 boepd Roosevelt Project Mixed/ Other Drilling…
  19. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 19
    LEASING PROGRAM 20,283 acres acquired. Subject to a buy back election by the vendor. Leasing and optioned acres will result in the ASX: SSN acquisition of a total gross of 53,000 acres. Samsons net acres after the vendor…
  20. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 20
    ROOSEVELT PROJECT WILLISTON BASIN Next steps Bakken Observe flow back from both Australia II and Gretel II If positive contract full time new build skiddable rig Rig chosen with a contract option ASX: SSN Work from known…
  21. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 21
    FORT PECK COMMUNITY RELATIONS Samson regular visitor to Tribal Executive Board meetings. Has held a community Town Hall meeting to discuss current and future operations plans on the reservation, and to create an open forum for…
  22. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 22
    TRIBAL MEMBERS FOLLOWING THE BLESSING CEREMONY ASX: SSN NYSE: SSN 23
  23. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 23
    HAWK SPRINGS PROJECT DJ BASIN (WYOMING) NIOBRARA
  24. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 24
    STRATEGIC RATIONALE, HAWK SPRINGS PROJECT Emerging oil play Low entry costs Hawk Springs Project Two opportunities ASX: SSN Horizontal Niobrara Initial result (200 BOPD) encouraging NYSE: SSN Vertical conventional…
  25. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 25
    HAWK SPRINGS PROJECT D-J BASIN DJ Basin prolific at several stratigraphic levels Including the Niobrara at the Silo Field Samsons Samsons acreage ASX: SSN 18,000 acres strategically located on a resistivity anomaly Bounded…
  26. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 26
    DEFENDER WELL Defender drilled a pilot hole and cored the Niobrara Then drilled a 4,500 foot lateral in the Niobrara Placed 3 million pounds of proppant in a 15 stage ASX: SSN plug and perf lateral Initial pump installed was…
  27. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 27
    DJ BASIN ACTIVITY Samson OG SSN 2011: 6 Wells permitted, 2 wells drilled SSN DVN 16,391 acres 63 square miles of 3D in 2010 RKI: Permitted 4, Drilled 2 First horizontal test August 2011 Samson acreage surrounded by CHK CHK:…
  28. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 28
    HAWK SPRINGS PROJECT D-J BASIN Next steps Niobrara Observe next 30 days production Halliburton to elect second well or not by March 31st If yes Samson fully carried ASX: SSN If no Samson will determine second well or not…
  29. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 29
    PROJECT TIMELINE Drilling Program to Appraise, Evaluate and Grow Oil Prospects Q411 Q112 Q212 Q312 Q412 Hawk Springs Niobrara Evaluate Defender Well ASX: SSN Roosevelt Project Bakken Drill and Evaluate Appraisal Wells North…
  30. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 30
    CAPITAL PLAN-2012 CALENDAR YEAR 28.0 MM Drilling Budget Targeted to High-Impact Oil Projects Allocated to Oil Projects Focused on Drilling ASX: SSN Montana Acreage North Bakken and Stockyard, (Roosevelt Seismic, 10.0 , 36%…
  31. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 31
    CAPITAL STRUCTURE ALIGNED WITH STRATEGY Zero Debt Debt Adverse Strong Liquidity with 42 MM cash at December 31, 2011 ASX: SSN NYSE: SSN 33
  32. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 32
    UPSIDE CASE Net Resource NPV(2) NAV per share (3) Potential (1 ) Hawk Springs 16.9 MMBO 337 million 3.38 Niobrara Hawks Springs 50.0 MMBO 1,000 million 10.02 ASX: SSN Permian Roosevelt Bakken 32.8 MMBO 656 million 6.58…
  33. ENERCOM THE OIL SERVICES CONFERENCE – Samson Oil & Gas Limited – slide 33
    WHY SAMSON Transformational period underway Growing oil production through the drillbit Four major oil projects with stream of upcoming catalysts ASX: SSN As operator of 3 of our 4 major projects, we control development pace…

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