September 2016 Corporate Presentation – Yangarra Resources Ltd.

Yangarra Resources Ltd. · Sep 30, 2016 · 29 slides

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Corporate Presentation September 2016 TSX: TSX:YGR YGR
Corporate Snapshot Capitalization Reserves and Locations (2) Ticker TSX: YGR mmboe NPV10 (mm) Shares Outstanding (mm) Proved Developed 5.6 97.9 Basic 79.2 Total Proved 24.7 315.9 Options (weighted avg. price 1.48) 6.7 2P 40.6…
Corporate Strategy Prepare for future growth Acquire land at the low-end of the cycle Consolidate partner interests Secure infrastructure capacity Prepare and drill (one-well) pad-drilling sites; leaving significant torque to add 3…
People Management Team Jim Evaskevich, President & CEO Randall Faminow, VP, Land 30+ years extensive executive experience with strong 30+ years of experience in all aspects of oil and gas land work, operations background including…
Why Own Yangarra Top Decile Full Cycle rates of return Low-cost operator, high netbacks Cash costs totaled 12.66/boe Operating costs of 7.01/boe Transportation costs of 1.41/boe Royalties of 0.45/boe (2% of revenue) G&A costs of…
Full Cycle Returns Capital allocation is determined based on narrowing the gap between half cycle and full cycle returns Half Cycle IRR Full Cycle IRR Full Cycle with Duvernay 90% 80% 70% 60% 50% IRR 40% 79% 67% 65% 30%…
F&D and Recycle Ratios Finding and Development Recycle Ratios 40.00 7.0x 35.00 6.0x 30.00 5.0x 25.00 4.0x /boe 20.00 3.0x 15.00 2.0x 10.00 5.00 1.0x - 0.0x 2010 2011 2012 2013 2014 2015 2010 2011 2012 2013 2014…
Low-Cost Driller Experienced drilling team Pad drilling from existing locations Long-term relationship with service providers Cemented liners and sliding sleeves reduce costs significantly Coil fracs without nitrogen require less…
Updated Completion Technology Sand Concentration Cemented liners and sliding sleeve 1,000 Tighter well frac spacing 900 KG of Sand/M3 800 Increased ability to target fracs 700 Better frac isolation 600 No longer losing…
Impact of More Stages 350 Cumulative Production 300 05-17 10.30 Mbbl 12-17 12.52 Mbbl 250 Daily Oil Rate (bbl/d) 200 20% Improvement in IRR 150 100 50 0 0 20 40 60 80 100 120 140 160 180 200 Days on…
Extended Reach Well Results Cemented liners with siding sleeves has made extended reach wells possible Significant reduction in drilling costs per meter with extended reach wells Extended Reach Costs 450 40,000 410 400 35,000…
Impact of Extended Reach 350 Cumulative Production 300 04-09 10.29 Mbbl 13-09 17.87 Mbbl 250 Daily Oil Rate (bbl/d) 200 33% Improvement in IRR 150 100 50 0 0 20 40 60 80 100 120 140 160 180 200 Days on…
New Alberta Royalties For wells with TVD shallower than or equal to 2,000 metres C* () = 1,170*(TVD-249) + 800*TLL + 0.6*TVD*TPP For wells with TVD deeper than 2,000 metres C* () = 1,170*(TVD-249) + 3,120*(TVD-2,000) + 800*TLL +…
Well Economics (with MRF) 40/bbl 50/bbl 60/bbl WTI (USD/bbl) WTI (USD/bbl) WTI (USD/bbl) IRR (%) Payout IRR (%) Payout IRR (%) Payout Willesden Green (yrs) (yrs) (yrs) 1-Mile (2.5 million well cost) 18% 3.2 41% 1.6 70% 1.1…
Free Cash Flow Sensitivity 2017 Free Cash Flow 2017 Free Cash Flow (2.50/mcf Gas) (3.00/mcf Gas) 30,000,000 30,000,000 25,000,000 25,000,000 20,000,000 20,000,000 15,000,000 15,000,000 10,000,000 10,000,000 5,000,000…
Production Potential 10,000 9,000 8,000 7,000 6,000 Boe/d 5,000 4,000 3,000 2,000 1,000 0 Year 1 Year 2 Year 3 1-Rig 2-Rigs 3-Rigs TSX: YGR 16
Cardium Formation TSX: TSX:YGR YGR 17
Cardium Drilling Inventory (1) Drilling Locations (1-mile laterals) Proportionate (gross locations) 500 450 115 North 78 Ferrier 400 Locations Willesden 350 Green 84 2-mile Locations Locations 212 1-mile Locations 300…
Duvernay Formation 62 Hour flow test Gas rates ranged from 3.2 mmcf/d to 3.5 mmcf/d with a final rate of 3.4 mmcf/d Free condensate (60 API) rate of 50 100 bbl/mmcf with an average of 77 bbl/mmcf Water flow-back rate was 75…
Risk Management Program Oil Hedges 2016: 400 bbl/d collar C73.45 WTI/bbl and a ceiling of C85.00 WTI/bbl 2016: 400 bbl/d Edmonton par to WTI differential at US3.95/bbl 2016: 200 bbl/d at C54.00 WTI/bbl April June 2016 2016: 200 bbl/d at…
Analyst Coverage Acumen Capital Finance Partners Limited Industrial Alliance Securities Inc. Trevor Reynolds Michael Charlton Oil and Gas Research Analyst Research Analyst - Oil & Gas treynoldsacumencapital.com…
Appendix TSX: YGR 22
Interest Consolidation ConocoPhillips 3rd Party PennWest Farm-in 3rd Party Farm-in Relentless TSX: YGR 23
Glauconite Formation 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 35 36 31 32 33 34 6 5 4 3 2 26 25 30 29 28 27 26 25 30 29 28 27 26 25 30 29 28 27 26 25 30 29 28 27…
Creating Shareholder Value 500 450 400 350 300 250 200 150 100 50 0 2010 2011 2012 2013 2014 2015 Share Capital 2P NPV10 (less debt) TSX: YGR 25
Well Economics IRR - Well Cost Sensitivity Payout (yrs) - Well Cost Sensitivity 160% 1.8 140% 1.6 1.4 120% 1.2 100% 1.0 80% 0.8 60% 0.6 40% 0.4 20% 0.2 3.0 Million 2.7 Million 2.4 Million 2.1 Million 3.0 Million…
Sustainability Analysis Production Run Rate Production boe/d 3,000 3,500 Decline Rate % 30% 30% Annual Production Decline boe/d 900 1,050 Maintenance Capex Production Replacement boe/d 900 1,050 Capital Efficiency /boe/d 20,000…
Sustainability Analysis Production Run Rate Production boe/d 3,000 3,500 Decline Rate % 30% 30% Annual Production Decline boe/d 900 1,050 Maintenance Capex Production Replacement boe/d 900 1,050 Capital Efficiency /boe/d 20,000…
Yangarra Resources Ltd. 1530, 715 5 Ave. SW Calgary, Alberta T2P 2X6 403-262-9558 TSX: YGR 31

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