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1Q 2018 Earnings Presentation – Yangarra Resources Ltd.

Yangarra Resources Ltd. · May 8, 2018 · 17 slides

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Slides

  1. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 1
    Corporate Presentation May 2018 TSX: YGR TSX: YGR
  2. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 2
    Corporate Snapshot Capitalization Reserves and Locations (2) Ticker TSX: YGR NPV10 NAV(3) / FD Recycle December 31, 2017 mmboe (mm) Share Ratio(4) Shares Outstanding (mm) Proved Developed 12.0 204 1.38 2.1x Basic 85.3 Total…
  3. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 3
    The Team 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…
  4. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 4
    Why Own Yangarra Top Decile Full Cycle rates of return Central Alberta Cardium formation focus Low-cost operator, high netbacks 2018 First quarter cash costs totaled 14.06/boe Operating costs (including transportation) of 8.05/boe…
  5. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 5
    Full Cycle Returns Half Cycle IRR Full Cycle IRR 140% 120% 100% 80% IRR 131% 60% 105% 86% 40% 79% 80% 67% 65% 20% 41% 34% 31% 33% 31% 24% 26% 27% 12% 0% 2010 2011 2012 2013 2014 2015 2016 2017 1. Half cycle…
  6. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 6
    Cardium Drilling Inventory(1) Drilling Locations (1-mile laterals) 1000 900 800 700 Locations 600 500 400 300 200 100 0 2010 2011 2012 2013 2014 2015 2016 2017 Net Gross 940 gross (740 net) future 1-mile…
  7. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 7
    Cardium Formation TSX: YGR 7
  8. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 8
    Deeper Drill Path Upper Cardium Bioturbated Lower Cardium New Well Path Old Well Path Upper Cardium Bioturbated Zone Lower Cardium Old Frac Plane New Frac Plane Upper Cardium (5-15% Porosity) 2.5-4.0m Bioturbated…
  9. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 9
    Deeper Drill Path 105 API 3% Upper Reservoir Core analysis Porosity 9-11% Kmax average 0.09md OOIP 2,959 Mstb OBOEIP 8,218 Mbbl 10m Bioturbated Interval not analyzed Log Porosity 3-4% OOIP 2,198 Mstb OBOEIP 6,105…
  10. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 10
    Cardium Well Economics Top 'Cardium Oil' Monthly Volumes Seen in April 2017 600 Monthly Associated Mth Daily Frac Total (boe/d) Oil (bbls/d) Company Field Vol Gas Oil Stage Production Per Day 500 (bbl) (mmcf) (bbl/d) ()…
  11. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 11
    Production Growth Production Per Share Production Vintage 8000 6x 14,000 200 190 7000 12,000 5x 180 Net Debt / Trailing Cash Flow 170 Production / MM Shares 6000 of Producing Wells 10,000 Production (boe/d)…
  12. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 12
    Reserves Growth Reserves Per Share (boe per share) (2P) Reserves Profile 1.20 Volumes (boe) NPV10 () 1.08 1.00 2P Reserves / share Nat. 0.80 0.76 Gas 0.65 9% 0.60 0.60 Nat. Gas Oil/ 0.36 Oil/ 0.40 0.31 53% NGL's 0.22…
  13. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 13
    F&D and Recycle Ratios Finding and Development Recycle Ratio 30 30 7x Finding & Development Costs* ( / boe) 2P Reserve Additions (mmboe) 25 25 6x 5x Recycle Ratio* (x) 20 20 4x 15 15 3x 10 10 2x 5 5 1x 0 0 0x…
  14. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 14
    2018 Capital Plan CAPEX budget for 2018 90.0 million 15 wells in the second half Budget focused on Cardium Wells Funded with cash flow and the existing credit facilities 2018 Guidance Production (boe/d) Annual Average 9,000 10,000…
  15. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 15
    Duvernay Formation Recent Well Results (Sorted By RR Date) 1 Shell: 100/09-27-039-06W5 RR: 2014/02/17 35,097 bbl cum CND 339,544 mcf cum gas Completion: 14 stages; 70-90t 2 Shell: 103/08-11-040-08W5 RR: 2014/07/18 12,722 bbl…
  16. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 16
    Risk Management Program Oil Hedges 2018 200 bbl/d collar C62.50 WTI/bbl and a ceiling of C75.90 WTI/bbl (2018) 300 bbl/d collar C62.50 WTI/bbl and a ceiling of C76.10 WTI/bbl (Jan Jun 2018) 300 bbl/d collar US55.00 WTI/bbl and a…
  17. 1Q 2018 Earnings Presentation – Yangarra Resources Ltd. – slide 17
    Analyst Coverage Acumen Capital Finance Partners Limited Cormark Securities Inc. Trevor Reynolds Amir Arif, CFA Oil and Gas Research Analyst E&P Equity Research treynoldsacumencapital.com aarifcormark.com (403) 410-6842 (403)…

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