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ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd.

Daylight Energy Ltd. · Aug 16, 2011 · 29 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. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 1
    A Dividend Paying Canadian Oil & Gas Producer Focused on the Montney, Cardium & Duvernay Shale in the Western Canadian Deep Basin EnerComs The Oil & Gas Conference 16 TSX: DAY August 14 18, 2011 1
  2. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 2
    Financial Profile All Financial amounts throughout this Presentation are in Canadian Dollars unless otherwise stated. Market Capitalization August 2, 2011 (9.06 per share): 1.9 Billion Current Shares Outstanding (Basic): 213 Million…
  3. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 3
    Summary Long Term Income and Growth Maintain monthly dividend (0.05/share monthly - 0.60/share annually) Grow value per share at 5 - 10% per year - production, reserves, cash flow Quality Focused Assets 15+ year drilling inventory…
  4. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 4
    Update Q2 Highlights Hold over 130,000 net acres in emerging Duvernay oil and liquids rich shale plays at Pembina and Kaybob Significant land sale activity at Wapiti Montney, Medicine Lodge Cardium Q3 Update Field operations…
  5. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 5
    Transformation from Trust to Resource Play Growth Deep Basin Core Area Deep Basin Core Area January 2008 Current www.daylightenergy.com TSX: DAY 6
  6. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 6
    Deep Basin Focus Drives Oil & Liquids Growth 2011 Capital Current Capex New W ell 2011 Exit % Of Spending Inventory (MM) Target Produc t (boe/d) Total (MM) Pembina Grande Cardium Light Oil Prairie Belly River Light Oil Nisku Light…
  7. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 7
    Reserves Growth* 180 160 174.2 140 120 119.1 MMboe 100 80 60 65.4 64.2 70.0 40 47.4 20 0 2005 2006 2007 2008 2009 2010 Record Reserves Additions * Proved + Probable reserves as per year-end independent third party…
  8. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 8
    F&D Cost/Boe (incl. Future Development Costs)* 24 22.78 20 20.44 16 16.84 15.97 /boe 14.12 12 11.96 8 5.16 4 excl. FDC** 0 2005 2006 2007 2008 2009 2010 Record Low F&D Costs * Based on Proved + Probable reserves…
  9. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 9
    Operating Costs/Boe 14 13 12 12.57 11.99 11.71 11 /boe 10 10.55 10.26 9.97 9 9.80 9.50 8 7 6 2005 2006 2007 2008 2009 2010 2011E Record Low Operating Costs www.daylightenergy.com TSX: DAY 10
  10. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 10
    Pembina Cardium Light Oil Pembina Cardium Hz Type Well T51 250 Drill Complete & Tie in - 3.0MM IRR - 42 % 200 NPV 10% DF - 3.4MM PIR 0% DF - 2.9x PIR 10% DF - 1.1x T49 150 Recycle Ratio - 5.2x boe/d IP (1D,30D,365D) -…
  11. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 11
    Pembina Belly River Light Oil Warburg Belly River Hz Type Well 350 Drill Complete & Tie in - 2.5MM 300 IRR - 71 % NPV 10% DF - 2.9MM 250 PIR 0% DF - 2.4x T48 PIR 10% DF - 1.2x 200 boe/d Recyle Ratio - 4.4x 150 IP…
  12. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 12
    Pembina Light Oil Resource Play Land Inventory Well Count Long-term Potential Net Unbooked Net Sections Wells Net Unrisked 2011 Net Unrisked Net Unrisked Of Land In Per Booked Remaining Drilling Capital Inventory Reserves Area Zone…
  13. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 13
    Pembina Rock Creek Liquids Rich Gas Pembina Rock Creek Hz Type Well 3,500 Drill Complete & Tie in - 3.7MM 3,000 IRR - 57 % Mcfe/d (50 bbls/mmcf NGL) NPV 10% DF - 4.3MM 2,500 PIR 0% DF - 2.7x PIR 10%DF - 1.2x 2,000 Recycle…
  14. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 14
    Pembina Rock Creek Liquids Rich Gas 17m of pay at 3% cutoff Key Attributes: Rock Creek offers predictable local geology Logs show a thick and regionally extensive sand body www.daylightenergy.com TSX: DAY 15
  15. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 15
    Pembina Glauconite Liquids Rich Gas Pembina Glauconite Hz Type Well 3,500 T51 Drill Complete & Tie in - 3.0MM 3,000 IRR - 86 % Mcfe/d (50 bbls/mmcf NGL) NPV 10% DF - 4.9MM 2,500 PIR 0% DF - 3.5x PIR 10%DF - 1.7x 2,000 Recycle…
  16. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 16
    Glauconite Liquids Rich Gas Pembina Glauconite Well Hoadley Glauc Well Key Attributes: Similar log and core characteristics with no significant difference in geology Pembina Glauconite is seen as offering predictable geology…
  17. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 17
    Wapiti Montney Liquids Rich Hz Play Wapiti Montney Hz Type Well 10,000 DAY Well 1 IP 7 MMcf/d 9,000 Drill Complete & Tie in - 8.5MM Mcfe/d (50 -90 bbls/MMcf) DAY Well 2 IP 9.1 MMcf/d IRR - 39 % 8,000 NPV10% DF - 8.6MM Liquids…
  18. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 18
    00/06-07-067-08W6/0 KB: 869.0 m RR: 1979-11-21 TD: 3479.9 m [TVD] FormTD: UDBT Mode: Pump Fluid: Gas CANHUNTER ET AL STEEPCK 6-7-67-8 Wapiti Montney Upper & Lower Montney Total Pay 205 meters 3100 ( -2231.0 ) MNTN MNTN…
  19. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 19
    Cadomin Results Continue to Improve Elmworth Cadomin Hz Type Well T72 10,000 9,000 Drill Complete & Tie in - 7.0MM Mcfe/d (1 bbls/mmcf NGL) IRR - 26 % 8,000 NPV 10% DF - 4.0MM 7,000 PIR 0% DF - 2.0x 6,000 PIR 10%DF - 0.6x…
  20. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 20
    Elmworth Nikanassin Horizontal Development Current land base includes over 200 sections of Nikanassin rights 1st 700m Hz well T71 - IPd at 5 MMcf/d 2nd 1000m Hz well DAY Hz Nikanassin 700m lateral w/7 fracs T69 - 90m thick pay IPd…
  21. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 21
    Elmworth Nikanassin Horizontal Development 100/07-14-067-12W6 Upper Nikanassin Porosity Cutoff 0% 90 meters 3% 60 meters 6% 19 meters Upper Nikanassin www.daylightenergy.com TSX: DAY 22
  22. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 22
    Elmworth Stacked Pay Development Scenario Unrisked Resource Potential Cretaceous (10 Bcf/section) Cadomin (10 Bcf/section) Nikanassin (100 Bcf/section) Montney (100 Bcf/section) Total (220 Bcf/section)…
  23. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 23
    Elmworth Montney, Cadomin, Nikanassin Vt & Hz Land Inventory Well Count Long-term Potential Net Unbooked Net Sections Wells Net Unrisked 2011 Net Unrisked Net Unrisked Of Land In Per Booked Remaining Drilling Capital Inventory…
  24. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 24
    Medicine Lodge Cardium T55 Medicine Lodge Cardium Hz Type Well 4,000 Drill Complete & Tie in - 5.5MM 3,500 IRR - 42 % Mcfe/d (50 bbls/mmcf NGL) NPV 10% DF - 6.3 MM 3,000 PIR 0% DF - 2.8x 2,500 PIR 10%DF - 1.1x Recycle…
  25. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 25
    Emerging Oil & Liquids Rich Duvernay Shale Opportunity Eagleford Vs. Duvernay Comparative Shale Oil Parameters Parameter Eagleford 1. Pembina Duvernay 2. Depth (Ft) 6,500-11,000 9,500-11,000 Maturity Wet Gas/Volatile Oil Wet…
  26. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 26
    Balanced Resource Play Inventory Over 2,100 Net Unbooked Drilling Locations Land Inventory Well Count Long-term Potential Net Unbooked Net Sections Wells Net Unrisked 2011 Net Unrisked Net Unrisked Of Land In Per Booked Remaining…
  27. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 27
    Summary Long Term Income and Growth Maintain monthly dividend (0.05/share monthly - 0.60/share annually) Grow value per share at 5 - 10% per year - production, reserves, cash flow Quality Focused Assets 15+ year drilling inventory…
  28. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 28
    Analyst Coverage Company Analyst Email AltaCorp Capital Inc. Jeremy McCrea jmccreaaltacorpcapital.com BMO Capital Markets Gordon Tait gordon.taitbmo.com Canaccord Adams Kyle Preston kyle.prestoncanaccordadams.com CIBC World Markets…
  29. ENERCOMS THE OIL & GAS CONFERENCE – Daylight Energy Ltd. – slide 29
    Corporate Information EXECUTIVE OFFICERS DIRECTORS BANKERS Anthony Lambert Fred Woods (Chairman) Canadian Imperial Bank of Commerce President & CEO Anthony Lambert Bank of Nova Scotia Steve Nielsen Dennis Chorney Bank of Montreal Chief…

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