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DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc.

Arsenal Energy Inc. · Dec 1, 2011 · 27 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. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 1
    *Gjoa Lynn Frac Sand Convoy Arsenal Energy Inc. TSX: AEI December 2011 *Gjoa Lynn Frac Operation
  2. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 2
    TSX: AEI Arsenal Corporate Information (December 2011) Investor Summary Current production ( Estimated): 3,900 BOE/d Oil weighting: 72 % Estimated 2012 Exit Rate 4,500 BOE/d Shares issued and outstanding: 158 million Insider…
  3. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 3
    TSX: AEI Cash Flow Growth 10X since 2007 Management Change 0.26 per share 158M Shares 45.0 40.0 35.0 (Excluding Hedge Gains) Cash Flow (MM) 30.0 25.0 20.0 15.0 10.0 0.05 per share 83M Shares 5.0 0.0 2007…
  4. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 4
    TSX: AEI Stable Base + Low Risk Development + High Impact Exploration Eastern Alberta Stable Base High operating margins 35/BOE Low Decline Rates 8% base decline rate Potential for New and Expanded waterfloods Bakken Development…
  5. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 5
    TSX: AEI Core Areas of Operation Alberta Saskatchewan Desan Gas Development drilling 650 boe/d Evi Waterflood projects Light Oil 200 boe/d Exploration Plays Columbia Edgerton Deep Basin Leduc South East AB Medium Oil…
  6. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 6
    TSX: AEI Pro forma Q2 - 2011 Operating Net Backs by Region 120.00 Royalty Transportation Operating Netback 100.00 80.00 CDN 60.00 40.00 20.00 0.00 Evi Bakken Heritage Chauvin Provost Galahad Princess…
  7. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 7
    TSX: AEI Base Production SE Alberta Production 5% Decline for last 10 yrs 1681 BBL/d 2.1 MMCF/d 3.3% Oil cut
  8. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 8
    TSX: AEI Chauvin Field Purchase and Optimization Arsenal Purchased Chauvin in Aug. 2008 At time of Purchase 750,000 Bbl Remaining (P+P) Minor Capital Investment Program 1 New Injector 1 Well Restart 1 Recompletion 1 Drill…
  9. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 9
    TSX: AEI Provost Cummings Y Pool Water Flood At time of 2010 Reserve Booking 807,000 Bbl Remaining (P+P) West Side of Pool Not Flooded Oil Production is Flattening as Water Injection Increases Cummings Y Group Plot…
  10. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 10
    TSX: AEI Princess: Basal Mannville Basal Manville Base Case: Production: 142BOE/d Reserves: 305MBOE NPV: 5.9MM Upside Case: Production: 350BOE/d Reserves: 1568MBOE NPV: 18.6MM Enerplus Pools RF: 20% Equal Pools Base Case RF:…
  11. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 11
    TSX: AEI Arsenals Bakken / Three Forks Land Position Net WI Area (acres) Stanley 4,159 Lindahl 643 Regional Permeability Barrier Rennie Lake / Black Slough 2,921 Total: 7,723 Rennie Lake / Black Slough Lindahl Stanley…
  12. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 12
    TSX: AEI Stanley, North Dakota Bakken Production Legend Gjoa Lynn 100-12H Producing Wells Current prod: 680 Bbl/d 31.27% Amy Elizabeth Current prod: 240 Bbl/d 80.27% 62.49% 59.31% George Robert 24-13H(Type Well)…
  13. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 13
    TSX: AEI Stanley, North Dakota Bakken Resource Development John Paul Legend Wade Morris Q3 / 2012 Producing Wells Q1 / 2012 2012 Budget Drills Additional Locations 2012 Budget (Stanley) 31.27% 5.0 Gross wells 3.24 Net wells…
  14. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 14
    TSX: AEI Economics Stanley Bakken Light Oil Stanley 2 Mile Type Well 100 % WI / FS Price (Bakken) Production and Reserve Test rate 1100 BOE/d Initial Production (30 day) 680 BOE/d Full Year Avg. Production 267 BOE/d Reserves…
  15. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 15
    TSX: AEI Stanley Volumetrics (Bakken / Three Forks) OOIP: 9.0 MM BOE/section Arsenal WI Land : 4,159 Acres Net OOIP: 58 MM BOE Reserves Reserves Proved P+P AJM Reserves (MMBOE) 3.75 5.37 NPV 10 (MM) 80.0 109.3 Implied…
  16. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 16
    TSX: AEI Lindahl Bakken & Three Forks Legend Producing Wells 2012 Proposed drills Future drills 6.25% 6.25% Jerol (ThreeForks) Strid (ThreeForks) Current: 270 Bbl/d Current: 150 Bbl/d 15.20% 6.25% 2012 Planned Lindahl…
  17. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 17
    TSX: AEI Edgerton Leduc - Project Analog Well IP:135 bbl/d Cumm:120,000 bbls 103/12-20-45-04W4 Rig Released Nov.25, 2011 18
  18. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 18
    TSX: AEI Princess Glauconite Hz Development Project Cored Glauconite Channel 12m Net Pay 16% Porosity 1 mile horizontal (10 stage Frac) Reserves: 123 MBBL/163 MBOE F&D : 13.80/BOE Cost: 2.25 MM NPV10: 1.71 MM B.T. ROR: 48.40%…
  19. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 19
    TSX: AEI Columbia Area Play Overview Ram River Barrier Depositional Edge Arsenal Energy Land: 17,300 Net Acres Gething Play Wilrich Play Fairborne Vertical 02/16-36-045-18W5 Cardium , Wilrich Gething 1.1 Mmcf/d…
  20. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 20
    TSX: AEI Columbia Deep Basin Cardium Play Volumetric Parameters Porosity (%): 9 Cardium pay 5m Water Saturation (%): 25 Thickness(m): 12 Area(acres): 640 Recovery Factor(%): 75 Liquid Content / Mmcf(Bbl): 50 Original Raw Gas in Place…
  21. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 21
    TSX: AEI Economics Columbia Cardium Liquids Rich Gas Columbia HRZ Type Well 100 % WI / FS Price (Cardium) Production and Reserve Initial Production (30 day) 400 BOE/D Full Year Avg. Production 222 BOE/D Liquid Content 23%…
  22. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 22
    TSX: AEI Wilrich Deep Basin Gas Leland (Encana) Avg IP:4.6 MMCF/d Porosity: 11% Pressure: 33 MPa Avg Net Pay: 6.2m Edson (Perpetual) Avg IP:3.0 MMCF/d Porosity: 8% Pressure: 19 MPa Avg Net Pay: 9.0m Pine Creek (Fairborne,…
  23. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 23
    TSX: AEI Columbia Deep Gas Wilrich and Gething Plays Volumetric Reserves (Estimated Proven) Wilrich: OGIP: 7.6 Bcf/Sec Reserve: 3.8 Bcf/Sec Gething Play Trend Gething Sand: OGIP: 4.6 Bcf/Sec Reserve: 2.3 Bcf/Sec Liquid content:…
  24. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 24
    TSX: AEI High Impact Oil Resource Focused Inventory Drill Locations: Gross Locations Net Locations Bakken ThreeForks Stanley (Oil) 26 12 Lindahl (Oil) 46 3 Rennie Lake (Oil) 20 8 SE Alberta Edgerton (Oil) 21 21 Princess (Oil) 20…
  25. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 25
    100.00 120.00 20.00 40.00 60.00 80.00 0.00 Aug-07 Oct-07 Dec-07 Feb-08 Apr-08 Jun-08 Aug-08 Oct-08 Netback Dec-08 Feb-09 Apr-09 Jun-09 Aug-09 Oct-09 Royalty/Boe Dec-09 Feb-10 Apr-10 Jun-10…
  26. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 26
    TSX: AEI Capitalization and Valuation Valuation Summary (as at Dec 15, 2011) Capitalization Share Price 0.57 Shares Outstand (basic MM) 157.6 Market Capitalization (MM) 89.8 Net Debt (MM) 54.0 Credit Facility (MM) 75.0 Enterprise…
  27. DECEMBER 2011 INVESTOR PRESENTATION – Arsenal Energy Inc. – slide 27
    *Gjoa Lynn Frac Sand Convoy Arsenal Energy Inc. TSX: AEI December 2011 *Gjoa Lynn Frac Operation

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