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October 2017 Corporate Presentation – Seven Generations Energy Ltd

Seven Generations Energy Ltd · Oct 26, 2017 · 29 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. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 1
    High Growth, Low Supply Cost Montney Developer October 2017 TSX: VII.TO
  2. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 2
    7G Corporate Overview 7G Capitalization & Key Corporate Statistics Ticker symbol - TSX VII Share Price(1) 19.74 Basic Market Cap(1) 7.0 billion Net Debt(2)(4) 1.7 billion Enterprise Value 8.7 billion Available…
  3. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 3
    Key Business Principles Differentiate in the service of all stakeholders STAKEHOLDER SERVICE Enhance social license by adhering to 7Gs Level 1 Policy Statement FINANCIAL Earn full cycle returns on capital employed…
  4. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 4
    Building The Premiere Montney Developer Project Based Montney Development 7G Historical Quarterly Production by Commodity (Boe/d) 200,000 180,000 Natural gas - Boe/d 160,000 NGLs - Bbl/d Extensive, scalable, condensate and 140,000…
  5. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 5
    Execution - Consistent Growth & Cost Improvements Production (Boe/d) (1) Funds From Operations (MM) (2) 2P Reserves (MMboe) (3) 250,000 1,800 800 733 1,535 175,000- 1,600 200,000 700 180,000 1,400 600 1,200 150,000 500 415 1,000…
  6. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 6
    Profitable Growth Historical Cash Return on Invested Capital (CROIC) 16% 15% 14% 14% 2013A-2015A 2015A 2016A 12% 12% 11% 10% CROIC (%) 10% 8% 7% 7% 6% 6% 6% 5% 5% 4% 4% 2% VII VII Top Canadian Top Canadian Top…
  7. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 7
    Significant Per Share Growth Production per Share(1)(2)(5) Funds Flow per Share(1)(3)(5) 2P Reserves per Share(4)(5) 600.0 3.00 502.5 6.0 500.0 2.50 2.30 BOE/d per MM Shares 5.0 4.2 Boe per Share 400.0 369.5 2.00…
  8. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 8
    Full Cycle Returns Improving Type Curves Through Time Assumes: US50/bbl WTI, US3.00/MMbtu NYMEX, 0.77 USD/CAD Production Capital Budget Budget Raw Gas Type Curve 9,000 2015 Type 2016 Type 2017 program Curve Curve (high…
  9. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 9
    The Asset - Inventory by Development Area Current Development Nest 2 800 locations(1) Nest 1/Nest 2 Boundary Results: 90 day cumulative…
  10. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 10
    Diversified Natural Gas Market Access Market Access AECO NGTL Firm 660 NGTL MMcf/d The Kakwa River Project is located in close proximity to North Americas largest source of condensate demand - the Canadian oil sands Eastern…
  11. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 11
    Natural Gas Transportation and Processing Firm Transportation Commitments and Processing Capacity 1,200 Volume/Capacity - MMcf/d (Raw Gas) 1,000 800 600 400 200 0 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2017…
  12. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 12
    Innovative Infrastructure The 7G Infrastructure Advantage Super Pads: Decentralized processing plants separating field condensate, gas and water High pressure artificial gas lift at each well to assist lifting free liquids…
  13. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 13
    APPENDIX 13
  14. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 14
    Level 1 Policy We believe that companies have only the rights given to them by society. While people have a natural entitlement to basic rights, corporations are an instrument created by society to provide its needs and ought to have no…
  15. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 15
    Responsible Development Highlights Safety Environment Community Safety first Low GHGs GP Hospital 0.56 TRIF in 2016 0.0127 carbon intensity(1) 1.2 million raised Second year in a row of 7Gs annual golf reduced incident…
  16. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 16
    Upside Potential - Upper Montney Extension and Secondary Targets 7G ACREAGE HELD BY ZONE (December 31, 2016) Gross Zone Gross Acres Net Acres Net Sections Average WI Sections Cardium 167,360 121,120 262 189 72% 1WS 178,720 139,027…
  17. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 17
    7Gs Infrastructure Access Significant infrastructure investments to facilitate profitable full field development 17
  18. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 18
    Completion Optimization: Impact of Higher Intensity Completion and Frac Fluid Higher Intensity Completion Slickwater vs. Nitrified Foam 18
  19. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 19
    Reserves & Resources Year End 2P Reserves (MMBoe) 1P & 2P Finding Costs (/Boe) 1,800 18.00 Natural Gas 16.05 3 Yr Avg. 1,600 16.00 15.39 1,535 14.43 14.26 Dec. 31, 2016 Liquids 1,400 14.00 11.17 10.97 11.50 11.68 1,200 12.00…
  20. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 20
    Prudent Balance Sheet Management Conservative Financial Management 7G Net Debt to Quarterly Annualized Funds From Operations 3.5X 2.9X 3.0X 2.6X 2.5X 2.3X Q2 2017 Net Debt to annualized 2.0X 1.7X 1.7X 1.7X quarterly funds flow…
  21. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 21
    Current Hedge Position Hedge Position September 30, 2017 ROY 2017 2018 2019 2020 Q4 2017 ROY 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018 2018 Q1 2019 Q2 2019 Q3 2019 Q4 2019 2019 Q1 2020 Q2 2020 Q3 2020 Q4 2020 2020 Liquids Hedging…
  22. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 22
    Selected Financial and Operational Information VII - Recent Quarterly Results OPERATING Q2 2017 Q1 2017 Q4 2016 Q3 2016 Q2 2016 Q1 2016 YE 2016 YE 2015 Average daily production Condensate & oil (mbbls/d) 54.2 46.8 43.2 46.5 38.8 28.4…
  23. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 23
    Individual Well Economics Assumes: US50/bbl WTI, US3.00/MMbtu NYMEX, 0.77 USD/CAD SENSITIVITIES - SPENDING FOCUS IN 2017 2017 program 2015 Type 2016 Type 2017 program (delineation & future Curve Curve (high intensity)…
  24. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 24
    Individual Well Economics: IRR Sensitivities (half-cycle, pre-tax) Assumptions: - NGLs as % of WTI: C3 35%, C4 50%, C5 90%. Chicago gas discount 0.01 to NYMEX HH. Unit transportation costs: sales gas US0.92/Mcf. Recovered liquids:…
  25. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 25
    Drilling Cost & Efficiency Improvements Drilling Days vs. Depth Drilling Cost vs. Depth m m 1000 m 1000 m 2000 m 2000 m 3000 m 3000 m 4000 m 4000 m 2012 2012 5000 m 5000 m v 2013 2011 First 2016 - 2013 2011 First 6000 m…
  26. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 26
    Well Results within the Nest Nest 2 Gas C5+ Total C5 +Yield Wells Mcf/d bbls/d boe/d bbl/MMcf () IP30 4,498 935 1,684 208 195 IP90 4,343 825 1,548 190 174 IP180 3,986 654 1,318 164 158 IP270 3,547 555 1,146 157 138 IP365 3,368…
  27. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 27
    Inventory of Nest 1 & Nest 2 Montney Wells In Progress In Progress Well Well Wells down Wells down due due to to Nest Nest 1 1 Drilling Drilling Phase Phase Completion Phase Completion Phase Tie-in Phase Tie-in Phase…
  28. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 28
    Sweet Spot of the Montney Over Pressured High Productivity Brittle Rock High Recovery Factor Thickness Large Resources in Place Lower Temperature High Liquids Content 28 Sources: Canadian Discovery Ltd. & Graham Davies…
  29. October 2017 Corporate Presentation – Seven Generations Energy Ltd – slide 29
    4400, 525 8th Avenue SW Calgary, AB T2P 1G1 T: (403) 718-0700 E: info7genergy.com TSX: VII.TO

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