MOLOPO ENERGY LIMITED Investor Presentation February 2012 MOLOPO ENERGY LIMITED
Molopo data: ASX - MPO Share Information as at 31st Jan, 2012 Institutional Ownership 12-month daily average volume 625,000 Number of Shares 246 million Employee Options 2.4 million Performance Share Rights 1.4 million No. of…
Board and Management Don Engle Non-Executive Director Greg Lewin Tim Granger Max Beck Garry Cameron Glenn Ross Brian Straub Chairman & Chief Executive Non-Executive Non-Executive Alternate Non-Executive Non-Executive Officer and…
Focused Who Growth Strategy is Molopo Focussed North American unconventional oil asset base with high return potential Currently 50 sections of oil-prospective land Large Utica shale gas position future potential Strong cash…
AssetisSummary Who Molopo Location Primary Target Land position Working 2012 (Gross) interest (Gross basis) Permian Basin, west Texas, Wolfcamp & other 26,000 acres 78%- 3 short completions & 2 USA horizons 100%A new long horizontals…
Molopo Bakken Lands: tight oil in South East Saskatchewan 47,000 net acres of which 42,500 acres are un-developed 2 large Bakken analog pools offsetting Molopo lands producing collectively over 3,750 bopd Analog Oungre/Hoffer pool…
Estevan Taylorton Bakken Play Taylorton 2012 Budget Activity: 1.5 net HZ Wells Known Bakken Sand Edge Roche Percee 16-26 and 16-34 have first 30 day production rates 335 Molopo Souris River 3D bopd (gross) each Possible extension…
Hoffer/Oungre /Torquay Bakken Play Molopo Oungre Bakken Hoffer/Oungre Bakken producers have IP rates ranging from 70 to 450 bopd Upon successful drilling and testing of 9-21 for economic oil rates, 5 contingent locations have…
Bakken Type Curve Based on producing Taylorton Oungre Bakken HZ wells Bakken Type Well Economics Per Well Internal (CAN million) Estimates Capital Cost 3 Initial Rate Range (bopd) 30 - 450 Average Initial Rate (bopd) 165 Average…
Molopo Permian Wolfcamp Shale Oil Asset Molopo Wolfcamp Lands 26,000 gross acres, 20,600 net acres, all undeveloped in two projects: Fiesta: 24,600 gross acres at 78% working interest 1,400 acre block: 100% working interest…
Molopo 2012 Wolfcamp Budget and Contingency Fiesta Project Molopo et al Baggett OP 321H Molopo et al Baggett OP 401H Molopo et al Parker South 851H Budget Completion Contingent Location Fiesta Budget 2012 1,400 acre…
Molopo Wolfcamp Un-risked Type Well Forecasting and Economics Wolfcamp Long Type Well Economics Per Well Internal Internal (US million) Estimates Estimates Capital Cost Long Short Initial Rate Range (boed) 150 - 1300 100-500…
Australian (Queensland) Coalbed Methane Majority owner and operator for ATPs covering c.1,370km2 Qld Permits & Prospects over 5 project areas in Bowen Basin, west of Gladstone 1 Reserves position at June 2011 (net Molopo share) 1P…
South Africa awaiting Production Right Project Overview: South Africa Projects Two South African Deep Biogenic Gas projects Virginia: 750,000 gross acres 80% interest1 Evander: 150,000 gross acres 100% interest First proved onshore…
Quebec Shale Gas Project: exciting potential; currently on hold Molopo controls 100% of 1.4 million acres Quebec Shale Gas Project in the Quebec Lowlands Shale gas, tight gas & conventional targets Primary objective Ordovician Utica…
Base CY2012 Exploration and Development Budget Strong foundation for growth Base budget: Baggett 32 well stimulation operations 36 million Exploration and Development Capex in North America 25 million Wolfcamp, Texas, USA 11 million…
Cash Position million Cash and equivalents Dec 11 110 G&A and other regions capex (14) December 11 liabilities (10) Net production income 20 Additional cash from sale of equivalents1 7 Cash before capex 113 North Amercian…
Summary Highly undervalued: Cash & Cash equivalents of 110 m (at 31 December 2011) 5 oil and gas assets North America/Australia/South Africa 36 Mln base capex budget for 2012 to further derisk assets & take oil production to 730…
Thank you MOLOPO ENERGY LIMITED 19
APPENDIX MOLOPO ENERGY LIMITED 20
11/05-28-001-06W2/0 Bakken Sand Play: Type Log KB: 564.4 m TD: 2127.0 m [TVD] Mode: Abnd RR: 2008-05-09 FormTD: TOQY Fluid: N/A CONNAUGHT TAYLORTON 3A5-28-1-6 Lead Well Bakken Core Analysis 11/5-28-1-6W2/0 Sand 2070.00…
Permian Basin Strat Column & Relative Oil Productivity Spraberry Wolfcamp Interval Molopo Approach Pioneer El Paso Spraberry U Spraberry U Spraberry Spraberry Clearfork Spraberry Clearfork Clearfork L Spraberry L Spraberry Dean…
Fiesta Upper Wolfcamp: Primary Hydrocarbon Target LAVAN A Wolfcamp Well Correlation Nearest well to AREX Baker A112 B FIESTA A EOG Lavan 6000-7000 Approach Crockett CO 5350- 600 El Paso Crockett CO 5500- 6600 Molopo Fiesta…