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NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd.

Armour Energy Ltd. · Jul 17, 2014 · 18 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. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 1
    For personal use only Noosa Mining and Exploration Conference Robbert de Weijer Chief Executive Officer July 2014 ASX:AJQ
  2. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 2
    Presentation overview Queensland and NT tenements For personal use only 1 Armour Energy overview 2 Monetisation opportunities 3 Results to date / plans Victoria tenements 2
  3. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 3
    Current cash position is sound with preference to fund next stage exploration by partnering Key statistics Share price performance last 12 months For personal use only 40 2.5 ASX ticker AJQ 35 2 30 Issued shares 301.4m…
  4. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 4
    Armour trades at a significant discount to peers and precedent farmout metrics 60.0 Transaction metrics 628.5 For personal use only 50.0 40.0 per acre 30.0 19.9 20.0 Trading metrics 10.0 6.4 5.3 0.5 -…
  5. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 5
    Acreage portfolio scale, 100% owned, proven petroleum systems, 40 TCF prospective resource* For personal use only * 18.5 TCF in EP171/EP176, 2012 22.5 TCF in ATP1087, 2012 5
  6. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 6
    Tenure covers multiple sedimentary basins across QLD and NT 21.4 TCF For personal use only 2,043 MMbbl 22.5 TCF in ATP1087* 6 * 22.5 TCF ATP1087 2012; does not include Riversleigh Shale, currently under assessment
  7. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 7
    Northern Australia - scarcely populated, low impact, supportive native title groups yet close to infrastructure For personal use only 7
  8. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 8
    Contingent and Prospective Resources in NT and Qld high quality gas and liquids potential Contingent Resources For personal use only Bcf 1C 2C 3C Lawn Hill Formation unconventional, E2, ATP1087 (Source: SRK, July 2014) 33.1 154.4…
  9. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 9
    NT and Queensland governments support the industry and are striving to provide an effective regulatory regime For personal use only Recent changes to the Petroleum and Gas in Queensland tenure reform has improved Armours tenement…
  10. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 10
    Good nearby infrastructure and Heads of Agreement with APA provides for connection to east coast markets via Mt Isa For personal use only 10
  11. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 11
    MOU with MMG Century for gas supply to MMGs QLD operations Highlights MMG Century Mine and Armours Queensland ATPs For personal use only To evaluate potential for expanded existing or new build power generation Scoping study to…
  12. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 12
    Staged approach to cash flow generation current focus on de-risking large unconventional plays and early monetisation Strategy: For personal use only 1. Staged de-risking of large unconventional plays 2. Farmout options as acreage…
  13. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 13
    Northern Territory Glyde 1 discovery 3 million scf* per day from 600m depth For personal use only * Up to 3.3 mmscf/d on 64/64 choke 125 psi (Source: Armour, August 2013) 13
  14. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 14
    Conventional and multiple large unconventional plays in NT with low work programme commitments Work commitments in the NT are low Proposed For personal use only seismic program Significant investment to date has assisted long term…
  15. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 15
    QLD ATP1087 results indicate strong shale play potential For personal use only Total organic carbon (TOC) content is world class and among the highest in Australia Typical min. TOC for World class TOC eg. Armour Energy TOC viable…
  16. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 16
    Queensland - first horizontal hydraulically fractured well in Australia to produce gas from shale Egilabria 2 / 2DW 1 well designs Results to date and forward plan For personal use only High Total Organic Carbon (TOC) up to 11%…
  17. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 17
    Majors are moving into northern Australia - activity levels are rapidly increasing in nearby acreage For personal use only 17
  18. NOOSA MINING AND EXPLORATION CONFERENCE – Armour Energy Ltd. – slide 18
    Work done to date, exploration and appraisal time line To date 2014 2015 2016 Wel l s Sei s mi c Gra vi ty Cos ts (m) Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 For personal use only Northern Territory Field work: Expl ora tion wel l s 5 24…

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