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CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp

Bonterra Energy Corp · Apr 16, 2012 · 21 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. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 1
    CIBC 2012 ENERGY CONFERENCE TORONTO - APRIL 16, 2012 TSX: BNE TSX: BNE
  2. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 2
    CURRENT SNAPSHOT Shares issued 19.6 million Market capitalization 895 million* Directors/employee ownership 25 percent Payout ratio based on funds flow 50 65 percent Current monthly dividend 0.26/share Current annualized yield 6.8…
  3. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 3
    2012 GUIDANCE 33 gross (23.83 net) wells are planned with 21 gross (13.33 net) wells targeting the main pool of the Pembina Cardium, most notably in the Blue Rapids and Berrymoor Cardium 2012 Capital 65 million units and 11 gross…
  4. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 4
    2011 HIGHLIGHTS Maintained focus on providing investors with continued growth on a per share basis, sustainable pace of development and monthly income through its dividend policy. Increased dividends twice in 2011 and paid out 3.04…
  5. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 5
    FINANCIAL RESULTS Highlights Year Year Year (000s except per share amounts) 2011 2010 2009(2) Funds Flow(1) 101,988 74,385 69,975 Per share basic 5.27 3.95 3.89 Payout ratio 58% 64% 44% Cash flow from operations 97,409 66,238 38,893…
  6. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 6
    0.00 0.05 0.10 0.15 0.20 0.25 Jan-09 0.30 Feb-09 Mar-09 Apr-09 May-09 Jun-09 Jul-09 Aug-09 Sep-09 Oct-09 Nov-09 Dec-09 Jan-10 Feb-10 Mar-10 Apr-10 May-10 Jun-10 Jul-10 Aug-10 Sep-10 Oct-10 Nov-10 Dec-10…
  7. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 7
    OIL PRICES: WTI VS. EDMONTON PAR 2011 Average Price 106 per barrel WTI Differential +3 to -5 Quality Adjustment -4 Net 97 to 105 2012 Average Price 106 per barrel WTI Differential -15 to -20 Quality Adjustment -4 Net 82 to…
  8. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 8
    SUPERIOR BEFORE & AFTER TAX RETURNS 100,000 Investment: Bonterra Investment Bank Investment Dividend Rate 6.1% 6,800 Interest Rate 1.25% 1,250 AB Tax Rate 19% AB Tax Rate 39.5% After Tax Income 5,508 After Tax Income 756 Net Return…
  9. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 9
    SHAREHOLDER VALUE 90.00 Combined Share Price Cumulative Dist./Div. 80.00 70.00 70.34 60.00 50.00 45.66 40.00 30.00 24.68 20.00 10.00 0.00 1998 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 Apr-12 * Based on April 10, 2012…
  10. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 10
    INCREASING SHAREHOLDER VALUE Production per Share Production Profile (BOE per share) 71% Oil/NGLs 29% Natural Gas 2007 2008 2009 2010 2011 Gross Production (BOE Year Over Year Growth) 6,322 5,628 4,994 4,218 4,346…
  11. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 11
    INCREASING SHAREHOLDER VALUE Reserves per Share Reserves Profile (BOE per share) (Proved plus Probable) (Proved plus Probable) 74% Oil/NGLs 26% Natural Gas 2007 2008 2009 2010 2011 Gross Reserves (MBOE - Proved plus Probable…
  12. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 12
    PEMBINA CARDIUM Pembina Halo Cardium Area Gross Sections 161 28.5 Net Sections 118 24.4 BONTERRA LAND TSX: BNE 13
  13. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 13
    CARDIUM HORIZONTAL PRODUCTION Well Economics (based on Sproule Jan. 31, 2012 price forecast: Oil - 96.87; Natural gas - 3.16 and NGLs - 70.07) CapEx: 2.7 million (ave.) 10% NPV BT: 4.2 million 30 Day Initial Production: 250 BOE per…
  14. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 14
    MAIN POOL DEVELOPMENT ORIGINAL OIL IN PLACE TSX: BNE 15
  15. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 15
    MAIN POOL DEVELOPMENT CURRENT RECOVERY FACTOR TSX: BNE 16
  16. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 16
    SIGNIFICANT UPSIDE TSX: BNE 17
  17. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 17
    MAIN POOL PERFORMANCE Main Pool Cardium Hz Performance vs. Sproule 2P Type Curve (125,000 Bbl) Sproule 2P Type Curve 125,000 Bbl Main Pool Cardium Hz Wells Bonterra Interest Wells 100000 Cumulative Production (Bbl) 10000…
  18. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 18
    MAIN POOL RESULTS The Company participated in drilling 7 gross (1.05 net) non-operated, horizontal Berrymoor Cardium Unit wells in the main Pembina Cardium pool to date. Months on Initial Rate Cumulative Current Rate Location…
  19. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 19
    LARGE OPPORTUNITY SET Gross undrilled locations: Inventory of new locations currently identified (subject to commodity prices and the terms of the Alberta royalty plan): Booked Horizontal Cardium Bonterra has 110 gross (77.3 Net)…
  20. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 20
    THE VALUE OF BONTERRA GROWTH Consistently provides investors with production and reserves growth on both a total and per share basis. 2012 capital development program of 65 million will mainly continue to pursue development of our…
  21. CIBC 2012 ENERGY CONFERENCE – Bonterra Energy Corp – slide 21
    901, 1015 4th Street SW Calgary, AB T2R 1J4 Telephone: (403) 262-5307 Fax: (403) 265-7488 Website: www.bonterraenergy.com TSX: BNE

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