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MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy

Sino Gas and Energy · Mar 27, 2014 · 26 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. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 1
    Hong Kong Mines & Money Investor Update March 2014 Size, Scalability, Market and Pricing www.sinogasenergy.com ASX: SEH
  2. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 2
    Company Snapshot Corporate Information - as at 27 February 2014 Transitioning Share Register January 2013 December 2013 Share Price (ASX:SEH) A0.20 8.0% Issued Shares 1,530m 20.3% 31.8% Market Cap A306.1m 37.0% Cash Balance (31 Dec…
  3. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 3
    Investment Highlights Reserves & Resources A growing reserve and resource base (Gross Project 2P Reserves at 1,068 bcf1) in one of the worlds largest gas basins Market Demand Natural gas consumption in China planned to double by…
  4. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 4
    Existing Infrastructure & Market Multiple gas pipelines with existing tie-in points Direct market access for Sino Gas' pipeline quality gas Key transcontinental gas transport hub Above ground infrastructure with ample spare…
  5. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 5
    Ordos Basin PSC Overview 65km Size & Scale Sino Gas PSCs are approximately 3,000km2 or 741,000 acres Exploration Upside Substantial acreage yet to be explored (30% remaining) DEEP GAS Geology LINXING EAST 1301km2 Gas sourced…
  6. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 6
    Reserves & Resource Upgrades RISCs independent mid-case assessment up to 31 December 2013 identified: 227% increase in Gross Project 2P Reserves to 1,068 bcf, with Sino Gas share at 291 bcf1 Gross Project Contingent Resources…
  7. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 7
    Reserve & Resource Upgrades Sino Gas Net Reserves & Resources Growth (Bcf)1 Gross Project Reserves & Resources Growth (Bcf)1 2,500 9,000 8,000 2,000 7,000 1,023 6,000 3,978 1,500 5,000 885 4,000 3,176 1,000 519 3,000…
  8. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 8
    2014 Drilling Program Reserves Assigned to Exploration Wells The red areas on the plot show the reserves that could be assigned to the wells planned for 2014 depending on drilling results Potential Area Covered by Planned Wells…
  9. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 9
    SEH Benchmarks Closing Value Gap Market Cap (MMAUD) as of 27 February 2013 Net Mid-Reserves & Resources1 200 2P Reserves 2C Contingent Resources 700 Reserves & Resources (MMBOE) 600 150 500 142 Market Cap (MMAUD) 400…
  10. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 10
    Delivering Against Our Strategy 2012 2013 2014 2015+ Securing funding Proving up Bringing on Pilot Develop Corporate Focus Delineating resources Production Full Field acreage Wells Drilled 27 31 50-60 100+ / year 2P Reserves…
  11. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 11
    2013 Highlights Executing the Plan Drilling Program Completed 31 wells drilled in 2013: 19 on Sanjiaobei PSC / 12 on Linxing PSC (incl. first horizontal well) Well Testing 20 wells and multiple zones tested in 2013 confirming…
  12. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 12
    2013 Highlights Extensive Well Test Results Extended Testing Zones were tested for an average of 41 days - ranging up to 102 days Pilot Production Planning The extensive testing increases confidence in the pilot production drilling…
  13. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 13
    2014 Work Plan Pathway to Cashflow Aggressive 2014 Program US137 million capital program aiming to nearly double the number of wells drilled on project to date and deliver first pilot pipeline gas sales Exploration Seismic 285km in…
  14. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 14
    2014 Work Plan Forward Milestones Key Event Q1 CY14 Q2 CY14 Q3 CY14 Q4 CY14 Seismic Data Collection (285 km) Frac & test horizontal well GSA Sanjiaobei Signed Exploration Drilling program Development Well Drilling Program 39 well…
  15. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 15
    Q1 Slowdown - Lunar New Year & Winter Chinese New Year / Spring Festival Traditionally the most important festival of the year with an annual reunion dinner on Chinese New Years Eve Travel Within China The largest mass human…
  16. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 16
    Contacts For more information, please contact: Sino Gas & Energy Holdings Limited Media Enquiries Warrick Hazeldine Robert Bearden Cannings Purple Managing Director & CEO +61 (8) 6314 6300 whazeldinecanningspurple.com.au +86 10…
  17. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 17
    Appendices A. Board and Management B. Unconventional Reserves Calculation Methodology C. Independent Economic Valuation D. Project and Company Growth E. Pathway to Cashflow F. The Right Place at the Right Time G. China Gas Pricing…
  18. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 18
    Appendix A: Board and Management Gavin Harper More than 37 years experience in the oil and gas industry, 25 years with Chevron Chairman Former MD of Chevrons Korean Gas Business Development Previously business manager Chevron…
  19. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 19
    Appendix B: Unconventional Reserves Calculation Methodology Reserves Assigned to Existing Wells RISC assigns reserves to existing wells and the two adjacent well spacings within the discovered area Linxing (West) Reserves Cover 42%…
  20. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 20
    Appendix C: Independent Economic Evaluation RISC Independent Economic Evaluation US2.3 billion1 Expected Monetary Value (EMV) announced 3 March 2014 Project IRR 52 to 66%1 mid-case across both PSCs2 1 Bcf/day modeled steady…
  21. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 21
    Appendix D: Project and Company Growth Cumulative Seismic (km) Cumulative Well Count 140 2,500 120 10 Cumulative Seismic (km) Cumulative Well Count 2,000 100 1,500 80 2,220 60 1,000 1,935 108 40 1,300 500 58 20 20…
  22. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 22
    Appendix E: Pathway to Cashflow Sino Gas Pathway to Cashflow Work closely with partners in the development of the Ordos Basins Reserves and the delivery of production into a number of GSAs Linxing West GSA - Signed June 2013…
  23. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 23
    Appendix F: The Right Place at the Right Time Ordos Basin Chinas Growing Gas Demand Rated as one of the worlds largest gas basins1 Gas supply in China is serviced by domestic production Operators include TOTAL, SHELL, CNPC & SINOPEC…
  24. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 24
    Appendix G: China Gas Pricing Reform Current Pricing NDRC announced in July 2013, that city gate gas prices for non-residential users will increase by an average of 15% across the country to approximately US9/Mscf Pricing Reform…
  25. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 25
    Appendix H: Attractive Partners MIE Strategic Partner MIE has a proven track record of successfully delivering PSCs through the Chinese regulatory approval system 400+ wells drilled per year in China for the last 2 years Operations…
  26. MARCH 2014 INVESTOR PRESENTATION – Sino Gas and Energy – slide 26
    Appendix I: Key PSC Terms & Cost Recovery Annual Gross Production 85% 15% Cost Recovery CBM Liquid Hydrocarbons VAT & Royalty Share of Exploration Costs + Operating Non-Cost Recovery CBM & Cost Recovery + Development Costs…

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