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JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd.

Yangarra Resources Ltd. · Jul 13, 2015 · 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. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 1
    Corporate Presentation July 2015 TSX: TSX:YGR YGR
  2. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 2
    Our job is to create shareholder value Integrity and ethical behavior are essential to success Sound ethics and shareholders interests are compatible It is okay to be wrong: own it, accept it, learn from it Embrace adversity, it is…
  3. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 3
    Publicly listed junior oil and gas company TSX: YGR Shares Outstanding (post financing) Basic 67.7 million Options (weighted average 1.84) 6.3 million Fully Diluted 74.0 million Insider Ownership 14%/21% Basic/Fully Diluted…
  4. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 4
    Half Cycle IRR (1) Full Cycle IRR (2) 80% 70% 60% 50% IRR 40% 67% 65% 30% 20% 41% 34% 31% 33%27% 10% 24% 26% 12% 0% 2010 2011 2012 2013 2014 1. Half cycle IRR is based on actual drilling and completion costs,…
  5. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 5
    6,000 5,000 473 4,000 498 1,807 373 Equip 3,000 298 Complete 1,792 1,376 273 1,187 Drill 2,000 1,134 2,832 1,000 2,088 2,134 1,563 1,808 0 2010 2011 2012 2013 2014 TSX: YGR 6
  6. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 6
    2015 First Quarter Production 2,642 boe /d Liquid Content 44% Sales Price 30.08 /boe Royalty income 0.26 / boe Royalty expense (1.68) / boe Production costs (6.34) / boe Transportation costs (1.28) / boe Field Operating netback…
  7. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 7
    TSX: YGR 8
  8. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 8
    TSX: YGR 9
  9. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 9
    TSX: YGR 10
  10. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 10
    50,000,000 4,000 40,000,000 (Cashflow) 3,000 (mboe) 30,000,000 2,000 20,000,000 10,000,000 1,000 Cashflow Production 0 0 2010 2011 2012 2013 2014 0.00006 Production per share 0.80 0.70 Cash Flow per Share 0.00005…
  11. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 11
    P+P Reserves (mboe) Reserve Value PV10 ( millions) 40,000 500 30,000 400 Oil 300 20,000 NGL's 200 10,000 Natural gas 100 0 0 2010 2011 2012 2013 2014 2010 2011 2012 2013 2014 P+P Reserves (mboe) Reserve Value PV10 ( millions)…
  12. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 12
    Central Alberta Interest in 140 sections of land 85 + horizontal wells drilled since 2010 Focus Pembina Cardium and Glauc plays Edmonton Willesden Green Light oil Ferrier Rocky Mountain House Red Deer High netback Quick…
  13. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 13
    Colorado Group Cardium 650m thick 5m Second White Specks Vertical production 30m exists in all zones Viking 5m All zones meet the criteria for horizontal drilling Glauconitic 20m Ellerslie 10m Rock Creek 15m…
  14. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 14
    U P P E R G C A A R S D SY IU M UP PR T44 PE OS R P EC & TI LI LO VE QU W ER ID CA RI RD PR CH IU M OS PEC T IV GA E S UP PROSPECTIVE PE R CA HZ RD IUM OIL T43 OIL W LO IL…
  15. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 15
    30 29 28 27 26 25 30 29 28 27 26 25 27 26 25 30 29 28 27 26 25 30 29 28 27 26 25 30 29 28 27 26 25 30 29 28 27 26 25 ES 23 24 19 20 21 22 23 24 19 20 21 22 23 24 22 23 24 19 20 21 22 23 24 19 20 21 22 23 24 19 20 21 22 23 24 19…
  16. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 16
    T51 CNRL Vermilion T50 LIQUID RICH GAS WINDOW T49 Vermilion Vermilion Yangarra T48 Yangarra OIL DRY GAS Yangarra Apl O&G T47 Sinopec Daylight Sinopec Daylight CNRL Resourceful T46 Resourceful…
  17. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 17
    ConocoPhillips Bellatrix Sinopec Daylight T44 ConocoPhillips ConocoPhillips Encana Talisman Encana Encana T43 Encana Encana Encana Mosaic Encana Encana OIL T42 LIQUID RICH GAS WINDOW Encana Talisman Encana…
  18. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 18
    R15 R14 R13 R12 R11 R10 R9 R8 R7 R6 R5 T52 T51 CNRL Vermilion T50 LIQUID RICH GAS WINDOW T49 Vermilion Vermilion Yangarra OIL T48 Yangarra DRY GAS Yangarra Apl O&G T47 Sinopec Daylight…
  19. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 19
    Significant amounts of oil have been produced over the past 30 years from vertical wells 10 to 20 million barrels of Original Oil in Place (OOIP) per section Accumulated 45 gross (35 net) sections Yangarra has 3 horizontal…
  20. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 20
    Oil Hedges * Assumes Yangarra specific heat value 2015: 300 bbl/d hedged at C102.56 WTI/bbl 2015: 500 bbl/d hedged with a costless collar C65.00 WTI/bbl and a ceiling of C73.50 WTI/bbl 2015: 800 bbl/d of Edmonton par to WTI…
  21. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 21
    Appendix TSX: YGR 22
  22. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 22
    Acreage within the liquids/volatile oil fairway South Block (Willesden Green) YGR 7 Net Sections NORTH Net Pay 36 m BLOCK OGIP ranges from 70 to 100 BCF/sec North Block (Pembina) 54 Net Sections YGR Net Pay 20 to 24 m SOUTH…
  23. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 23
    YGR acreage is optimal with high average porosity 6% YGR Acreage TSX: YGR 24
  24. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 24
    R7 R6 R5W5 Talisman 3-28-38-6W5 M SCL HZ 102 FERRIER 4-21-40-7 Net Pay (YGR South SCL HZ FERRIER 3-21-40-7 T40 T40 Block) 36 m Southern Block is de- PARA WILLGR 9-25-39-6 risked by adjacent wells T39 T39 Continuous Duvernay…
  25. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 25
    15-18-49-13W5 7-4 - 49-12W5 7-3-47-11W5 7-1-48-10W5 8-32-46-9W5 Vermillion Strat Test Vermillion HZ Offset (1977) Sinopec HZ Producer A at 10-28-48-12W5 Flowed 400 bbls A 3350 3350 3100 3500 3100 11-22…
  26. JULY 2015 INVESTOR PRESENTATION – Yangarra Resources Ltd. – slide 26
    Yangarra Resources Ltd. 1530, 715 5 Ave. SW Calgary, Alberta T2P 2X6 403-262-9558 TSX: YGR 29

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