Advantage Canacology Pathfinding E&P company focused in Colombia Supply-scarce Caribbean Dual-listed TSX and BVC natural gas market Enterprise value US 709 MM Lower Magdalena Canacol Price/share CDN 3.97 Basin gas Exploration…
A Focused E&P Portfolio Large gas reserves underpin production and cash flow for a decade Dry natural gas [stable cash flow] +52% CAGR in 2P reserves(1) and 2 acquisitions 2P reserves in MMboe 79 present 3 large discoveries oil…
The Road Ahead Pursuit of dry natural gas that features stable pricing Shift to high-netback gas production Fixed-price gas contracts eliminate oil volatility gas production from 4 13k boepd Case study: Mar Dec Brent oil price…
The Largest Onshore Natural Gas Producer In One Of The World s Most Under-Supplied Markets Chuchupa 1 2 Three mature fields in blow down Ballena Caribbean Sea [-100 MMcf/d per year decline](1) Barranquilla 1 Chuchupa 2 Ballena 3…
Epic Gas Deficit On Colombia s Coast Plan to boost gas production to solve supply shortfall Solving Colombia s gas supply deficit Colombia s Caribbean Coast had a balanced Gas supply-demand forecast in MMcf/d gas supply-demand…
A Leader In E&P Capital Efficiency Participate in our capex-light growth 16e Spend 31 MM The most capital-light E&P business Generate 125 MM EBITDAX [75 MMcf/d] e: 4x EBITDAX from cumulative capex 3x production Capital…
Canacol s Cluster Of Gas Discoveries Robust reserves + the quest for exploration upside La Creciente 4 blocks: 3 of 4 fields booked 2P reserves 372 BCF 50 prospects / leads Oboe un-booked 3 TCF exploration 3D VIM 19 100% 3…
3 Opportunities To Repeat The 27 MMbls Oil Trend History never repeats, but often rhymes LLA 23 Las Maracas 12 MMbls Successful track record 91% WI 6 Leono Exploration 5/6 wells 110k acres 5 Pantro Development 24/25 wells Cravo…
Financial House In Order Canacols debt multiple is set to halve in MM, except /share amounts Path to servicing debt TSX share price (4/11/16)(1) CDN 3.97 FD shares outstanding(2) 163 Market capitalization US 500 Apollo Net…
A Rare Dislocation In Equity Value Longest gas reserve life, yet significant valuation discount Advantage Canacol vs. Five Colombian Peers Sustainable gas investment vehicle in a Potential 2x increase in share price (CDN 3.97)…
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