NEW STANDARD ENERGY The New Energy Frontier AGM Presentation November 2011 Sam Willis Executive Director Dr Mark Hagan Technical Director March 2008
Page 1 Corporate Overview & Strategic Focus Emerging Oil & Gas explorer and producer Strategic Focus Core focus on Western Australian onshore Finding and developing new and/or frontier oil unconventional shale projects and gas…
Page 2 Capital Structure and Board Capital Structure Experienced Board New Standard Energy ASX:NSE Arthur Dixon, AM - Chairman Ordinary shares * 290.1m Engineer, 40 years with Shell with 20+ in LNG Unlisted options * 25.5m…
Page 3 Diversified Portfolio with Emerging Unconventional Focus New Standard Energy ASX:NSE Australia United States BRU Shareholding Unconventional Conventional 15m shares 25% WI* 100% WI 50%-60% WI 32.5% - 38.5% WI 36%…
Page 4 New Standards Strategic Positioning Dominant acreage portfolio focused on onshore Western Australia Owner of one of the largest shale gas exploration acreages in Australia* Portfolio of 3 attractive projects diversified…
Page 5 Corporate Stakeholder Engagement SAFELY AND RESPONSIBLY EXPLORING FOR AND DELINEATING HYDROCARBON RESOURCES Key Stakeholder Communication Transparent and open communication Early engagement and interaction Aiming to…
Page 6 Significant Progress Over 12 Months 2010 vs 2011 AGM snapshot 2010 2011 Outcome Shale prospectivity confirmed by 109.5M farm out to global, expert partner Expert partner with substantial global independent experts (NSAI…
Page 7 The Past 12 Months Relative Outperformance 140 Lawford 1 deepening unsuccessful 120 100 Performance 80 60 COP binding Goldwyer farm-out agreements executed suspended on Goldwyer Project 40 Goldwyer…
Page 8 Sector Developments - International Global Sector analysis: Shale Gas is a Game Changer US experiences massive shale gas production increase from 1.3 Bcf in 2007 to 3.1 Bcf in 2009 Predicted to increase from 14% of US…
Page 9 Sector Developments - Australia Corporate sector activity accelerating June 2010: Mitsubishi commits up to 152m to farm-in to Buru Energys Canning Basin exploration projects (conventional and unconventional) August 2010:…
Page 10 Well Positioned for WA Energy Market Large Acreage Position in Strong, Growing Market Substantial acreage position, ahead of the curve West Australian focus dominant land position with total acreage of 14 million gross…
Page 11 New Standard Projects Sam Willis Executive Director Dr Mark Hagan Technical Director March 2008
Page 12 Goldwyer Project: Overview 45,000km2 (11m gross acres) located in Canning Basin, WA Dominant, well located acreage in Kidson sub-basin Potential economics enhanced by strong generative capacity for liquids from…
Page 13 Goldwyer Formation: Multiple Potential Targets Blanket marine shale of Ordovician age underlying permits Four distinct shale units with total thickness of between 200m and 700m Multiple horizons of interest with…
Page 14 Benefits of ConocoPhillips Partnership Funding Global Shale Expertise Proprietary technology and knowledge Improved relationships with service providers Technical services agreement 7th largest Global Oil & Gas Company (by…
Page 16 Goldwyer Project: Potential Phase 1 Drill Locations Three prospective areas selected Nicolay, Gibb Maitland and Blatchford All targeting the potential liquids rich maturity windows within the Goldwyer formation…
Page 17 Merlinleigh Project: Overview 100% equity in 5,500km2 (1.36 million gross acres) in onshore Carnarvon Basin Ideal location for domestic gas market Immediately adjacent to Dampier to Bunbury pipeline infrastructure…
Page 18 Laurel Project Overview Located in Canning Basin, WA south-east of Fitzroy Crossing Large footprint in Fitzroy Trough Attractive and underexplored EP417: 3,150km2 equivalent to 778,000 gross acres (50% NSE) Seven…
Page 19 Project Execution Risk Management Execution risk Risk mitigation and management Native title approvals New Standard acknowledges and respects the rights of Traditional Owners of the land on which it operates Employment of…
Page 20 US Conventional Project Overview The Colorado County and Wharton County projects are located in the onshore Texas Gulf Coast region 3x Heintschel field wells and Joann 1 well production established D&M report provides…
Page 21 US Conventional Project Forward Plan Value generation/extraction alternatives Appraisal / development Farm out Asset sale program NSE working interest NSE working interest Value of exploration remains 32.5% reduced…
Page 22 Solid Capital Base to Maximise Value Creation November Capital Raising Details 1. Two tranche placement at 30 cents per share: Tranche 1: 29 million shares to raise 8.7 million (prior to costs) under New Standards 15%…
Page 23 New Standard: Upcoming Activity 4Q 2011 1Q 2012 2Q 2012 3Q 2012 4Q 2012 Goldwyer Project Pre-Drill Planning and execution COP Farm-in - Phase 1 Exploration Work Laurel Project Regional studies and ongoing regional…
Page 24 Assessing new opportunities Early stage, onshore projects with low entry costs Known or Evaluation criteria for new reputable Tight gas operators projects that provide entry and oil with relevant level opportunities…
Page 25 The New Energy Frontier New Standard Energys strategic position: Focused on seizing the shale gas advantage in Australia Leading shale acreage position in the Canning and Carnarvon Basins Functional, scalable…
NEW STANDARD ENERGY The New Energy Frontier For Further Information Contact: Sam Willis Managing Director ph: +618 9481 7477 web: www.newstandard.com.au Sam Willis Executive Director Dr Mark Hagan Technical Director March…
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