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ANNUAL GENERAL MEETING – Molopo Energy Limited

Molopo Energy Limited · Nov 5, 2009 · 24 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. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 1
    Annual General Meeting 5 November 2009
  2. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 2
    CORPORATE PROFILE MOLOPO SHARE PRICE MOLOPO SUMMARY INFORMATION Cash (Sept 30th 2009) 81 million Debt Free Share Information High 12 months 1.48 Lo 12 months Low 0 41 0.41 Volume 66 million Fully Paid Shares (as at…
  3. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 3
    STRATEGY AND DIVERSE PORTFOLIO OF ASSETS Molopos CBM growth strategy has been to build a diversified portfolio of petroleum assets at the appraisal or advanced exploration stage. Williston Basin, Oil Unconventional Quebec, Shale/…
  4. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 4
    2009-2010 The Operating Environment The operating environment for all companies was challenging Gas prices in North America ranged from 2.00 to 10+ Mscf Oil prices have been volatile ranging from approximately US30 to US140+ per…
  5. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 5
    2008-2009 STRONG PERFORMANCE IN A CHALLANGING ENVIRONMENT Financial/Commercial Project Performance Net profit after tax of 72.6m Two Mungi trial development wells exceed 1mmcf/d ASX 200 recognition g Three 2D Seismic Surveys y…
  6. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 6
    THE RECENT CANADIAN ACQUISITIONS Strategic Rationale: Expand E d portfolio tf li tto iinclude l d projects j t with ith significant near-term cash flow Balance portfolio with exposure to oil Capture significant position in one…
  7. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 7
    PROJECT REVIEW Queensland, Australia 7
  8. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 8
    CBM IN QUEENSLAND- THE GREATER MUNGI FIELD WELL LOCATIONS AT THE MUNGI GAS FIELD Current 2P reserves 61PJ 3P 151PJ Gas-in-place over 1500PJ (includes Mungi west) Sole risk development trial wells delivering results with Mungi 20A…
  9. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 9
    CBM WELL COMPLETION TYPES HORIZONTAL WELLS Achievements Mungi 20A Peak rate 1 Mungi-20A 1.1 1 MMscf/d still at peak after 7 months Mungi-20V reached 1 MMscf/d within 6 weeks g with dewatering still increasing g First 1000m and…
  10. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 10
    CBM IN QUEENSLAND THE HARCOURT/BINDAREE FIELD HARCOURT & MUNGI PROJECT AREA Combined area is 280km2 many times larger than Mungi with GIIP estimated at 2,500PJ Current 2P reserves are 37PJ 3P reserves are HARCOURT NORTH AREA 318PJ…
  11. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 11
    CBM IN QUEENSLAND- MUNGI GENERATION PROJECT Generation Project aimed at enhancing value of Mungi Gas through vertical integration and exposure to post CPRS electricity market Low emissions gas-fired generation provides relative…
  12. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 12
    PROJECT REVIEW -Canada Canada 12 12
  13. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 13
    GAS IN CANADA - QUEBEC CANADA SHALE GAS PROJECT Molopo controls 100% of 2.2 million acres with the p presence of regionally g y extensive, thick ggas shales (Utica up to 2,500ft, Lorraine up to 8,300ft thick) with multi TCF gas in…
  14. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 14
    OTHER PLAYERS VIEWS AND FARM-IN DEAL VALUES Other companies in the Basin have similar views on the major recovery potential of the play Molopo estimate 5.5 Tscf Talisman indicate 7.5 Tscf recovery from 375,000 recovery from 520,000…
  15. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 15
    OIL ACQUISITION PRODUCTION GROWTH TARGETS AND POTENTIAL Canadian Project j Oil Rates Spearfish Item Bakken Leases 12000 Company 75% and 100% and Net Working Interest Operatorship Operatorship 10000 Acquisition Cost C13.0m…
  16. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 16
    OIL AQUISITION METRICS MOLOPO Spearfish: p C236 pper acre land pprice or C150,000 , pper flowingg b/d pproduction and C29 per boe 2P Bakken: C321 per acre land price RECENT INDUSTRY ACTIVTY S Spearfish: fi h AAndd prices i…
  17. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 17
    SOUTH AFRICA Virginia Vi i i & Evander E d 17
  18. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 18
    GAS IN SOUTH AFRICA SOUTH AFRICAN APPLICATIONS MPO has a 100% interest in two South African projects Free State Exploration Right is 750,000 acres Mpumalanga Province Exploration Right is 150 150,000 000 acres Both areas have…
  19. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 19
    GAS IN SOUTH AFRICA Production stable at 1 MMscf/d RESERVE CERTIFICATION Category Developed Bscf Undeveloped Total Wells produced since 1980 1980ss (Billion standard (Bscf) (B f) (Bscf) cubic feet) 10 Wells in pilot group limited…
  20. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 20
    THE YEAR AHEAD 20
  21. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 21
    MOLOPO 2010 ACTIVITY PLANS Project Area Focus Activity Cost Production Impact Queensland - Mungi Production & Reserves Growth 3 New Dev wells A12m 5 MMscf/d - Harcourt Reserves Growth, Production 3 Exploration wells A0.8* - Timmy…
  22. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 22
    POSITIONED FOR FURTHER GROWTH Molopo is well positioned financially, technically and from a portfolio perspective to continue co t ue its t s ttransition a s t o into to a major ajo de developer e ope aandd pproducer oduce Strong…
  23. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 23
    Annual General Meeting 5 November 2009
  24. ANNUAL GENERAL MEETING – Molopo Energy Limited – slide 24
    RELATIVE SHARE PRICE PERFORMANCE 1 Year 2 Years 3 Years 5 Years 25

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