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Annual General Meeting – SDX Energy, Inc

SDX Energy, Inc · May 17, 2018 · 35 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.

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  1. Annual General Meeting – SDX Energy, Inc – slide 1
    1 HIGH MARGIN GROWTH HIGH MARGIN GROWTH Proactive Investors One2One Forum 19 October 2017 AGM - 17 May, 2018 SDX ENERGY London, UK WWW.SDXENERGY.COM
  2. Annual General Meeting – SDX Energy, Inc – slide 2
    2 SDX ENERGY HIGH MARGIN GROWTH OPPORTUNITY High margin onshore production and development assets with transformational exploration upside SDX ENERGY WWW.SDXENERGY.COM
  3. Annual General Meeting – SDX Energy, Inc – slide 3
    SDX ENERGY 3 Overview AIM and TSX-V listed (TSXV: SDX/ AIM:SDX) Successful secondary listing & capital raise on AIM in 2016 (204.4M shares) C.300+% uplift since AIM listing, Acquired COP Egyptian and Moroccan Assets in Jan 17…
  4. Annual General Meeting – SDX Energy, Inc – slide 4
    Q1 2018 Results Overview Corporate and Financial Highlights 4 3 months ended March 31 US million except per unit amounts 2018 2017 Net Revenues 11.0 8.1 Netback(1) 9.0 6.1 Net realized average oil/service fees - US/barrel 59.34…
  5. Annual General Meeting – SDX Energy, Inc – slide 5
    Q1 2018 Operational Highlights Production for Q1 2018 5 NW Gemsa 1,814 boepd Meseda 558 boepd Morocco 664 boepd Total 3,036 boepd Production at 15/5/18 NW Gemsa 2,059 boepd Meseda 727 boepd Morocco 688 boepd Total 3,474…
  6. Annual General Meeting – SDX Energy, Inc – slide 6
    6 SDX 55% WI & Operator ASSETS EGYPT SDX 12.75% WI SDX 50% WI & Joint Operator SDX 50% WI SDX 50% WI SDX ENERGY WWW.SDXENERGY.COM
  7. Annual General Meeting – SDX Energy, Inc – slide 7
    7 SDX 55% WI & Operator SDX 12.75% WI SDX 50% WI & Joint Operator SDX ENERGY SDX 50% WI WWW.SDXENERGY.COM
  8. Annual General Meeting – SDX Energy, Inc – slide 8
    8 NORTH WEST GEMSA HIGH MARGIN PRODUCING ASSET Waterflood development completed in 2 horizons Low operating costs US10/bbl Very low future Capex requirements Significantly cash generative going forward Produces light (40 API)…
  9. Annual General Meeting – SDX Energy, Inc – slide 9
    MESEDA 9 SIGNIFICANT DEVELOPMENT & EXPLORATION POTENTIAL 50% Working Interest Joint Operator 3,800 boepd Avg. production (gross), Q1 2018 10.43 Mmboe 2P Reserves (gross), 31 Dec. 2017 8.8 Mmboe Cumulative production to 31 Dec.…
  10. Annual General Meeting – SDX Energy, Inc – slide 10
    MESEDA 10 HIGH MARGIN PRODUCING ASSET Facility Upgrade Completed Well workover candidates identified Development well locations identified 2 Infill lease line producers (Meseda) 2 Development locations (Rabul) Waterflood program…
  11. Annual General Meeting – SDX Energy, Inc – slide 11
    Top Yusr Depth Map Post Rabul-4 and -5 Top Yusr Depth Map May 2018 OWC -4177ft TVDss is dashed blue Contour intervals are 50ft Page 11
  12. Annual General Meeting – SDX Energy, Inc – slide 12
    EGYPT 12 SOUTH DISOUQ 55% Working Interest (Operator) Abu-Madi Baltim Trend 2 1,275 km Concession area 227 BCF & (P Mean) Gross Contingent and Prospective Resources 11 Mmbo 6.4 TCF & Rec. Volumes within Abu Madi Baltim Trend…
  13. Annual General Meeting – SDX Energy, Inc – slide 13
    Click to SOUTH edit Master DISOUQ title style DISCOVERY APRIL 2017 South Disouq-1X CPI Click to edit Master text styles Second level Third level Fourth level Fifth level SD-1X Flowed 25.8 MMscf/d 82ft /25m of pay Page 13…
  14. Annual General Meeting – SDX Energy, Inc – slide 14
    14 Post Discovery Technical Work SDX ENERGY WWW.SDXENERGY.COM
  15. Annual General Meeting – SDX Energy, Inc – slide 15
    WEST ClickTO EASTMaster to edit SEISMIC titleAMPLITUDE style SECTION THROUGH SD -1X Click to edit Master text styles Second level Third level SD-1X Fourth level Fifth level Pre-Drill Seismic amplitude responses seen in…
  16. Annual General Meeting – SDX Energy, Inc – slide 16
    WESTtoTO Click EAST edit SEISMIC Master title INVERSION style SECTION THROUGH SD -1X Click to edit Master text styles Second level Third level Fourth level SD-1X Fifth level Seismic Inversion work, post SD-1X discovery,…
  17. Annual General Meeting – SDX Energy, Inc – slide 17
    SECTION THROUGH INVERSION SEISMIC A SD-1X B KELVIN LEADS IBN YUNUS 620000 622000 624000 626000 628000 630000 632000 634000 636000 638000 910000 910000 Elevation depth [ft] B -5000.00 -5100.00 -5200.00 -5300.00…
  18. Annual General Meeting – SDX Energy, Inc – slide 18
    Click to edit Discovery IBN Yunus Master titlestyle APRIL 2018 Click to edit Master text styles Ibn Yunus-1X - CPI Second level Third level Fourth level CPI Fifth level . IY-1X 108.8 gross/ 100.8 net Phie 28.5%, Sg 78%…
  19. Annual General Meeting – SDX Energy, Inc – slide 19
    ABU Click MADI to edit POST Master DISCOVERY title style VOLUME POTENTIAL S i g n i f i c a n t p o te n t i a l i d e n t i f i e d 620000 622000 624000 626000 628000 630000 632000 634000 636000 638000 910000 910000 po sClick…
  20. Annual General Meeting – SDX Energy, Inc – slide 20
    20 MOROCCO: PRODUCING & EXPLORATION ASSETS SDX ENERGY WWW.SDXENERGY.COM
  21. Annual General Meeting – SDX Energy, Inc – slide 21
    21 Exploration SDX 75% WI & Operator Exploration SDX 75% WI & Operator Exploration SDX 75% WI & Operator Production & Development SDX 75% WI & Operator SDX ENERGY WWW.SDXENERGY.COM
  22. Annual General Meeting – SDX Energy, Inc – slide 22
    MOROCCO 22 Moroccan Gas Sales Currently selling 5.9 MMscfd (gross) at an average price of US10.50/MCF Local gas price is based upon alternative supply which is imported compressed natural gas or bottled gas at US18.00/MCF Gas is…
  23. Annual General Meeting – SDX Energy, Inc – slide 23
    23 MOROCCO DEVELOPMENT/EXPLORATION POTENTIAL: SEISMIC ANOMALIES Amplitude analysis suggests the presence of gas-filled sand bodies across the area Technique used very successfully in past campaigns Overall success rates of 80%…
  24. Annual General Meeting – SDX Energy, Inc – slide 24
    2017-18 DRILLING CAMPAIGN RESULTS 24 Permit Name Result Net Pay Rate Conventional Natural Gas Sebou KSR-14 20.0m 6.40 MMscf/d Discovery Conventional Natural Gas Sebou KSR-15 17.2m 7.52 MMscf/d Discovery Conventional Natural…
  25. Annual General Meeting – SDX Energy, Inc – slide 25
    25 LNB-1 GAS DISCOVERY Lafkerena 1260mMD Absence of gas shows in shales above the target Top Increased Gas Section 20%+ Gas shows centred on target Include heavier HC components Base Increased Gas Section Chetwan…
  26. Annual General Meeting – SDX Energy, Inc – slide 26
    26 LNB-1 STRUCTURECONTOUR AT 1500 MS DEPTH LNB-1 Discovery details Channel structure where mapping of the feature is definitive as it stands out from the background seismic. The channel section encountered is 300m thick, with 250m…
  27. Annual General Meeting – SDX Energy, Inc – slide 27
    27 LMS-1 GAS DISCOVERY Target was a bright anomaly sitting right on top of the Prerifaines Nappes. SDX ENERGY WWW.SDXENERGY.COM
  28. Annual General Meeting – SDX Energy, Inc – slide 28
    LMS-1 WELL RESULTS 28 16.4 m of net pay 32% porosity LMS-1 has encountered 16.4 meters of gas sands with thermogenic components at the target level, right on top of Marls forming the top of the Nappe. Cuttings fluorescence…
  29. Annual General Meeting – SDX Energy, Inc – slide 29
    29 SUMMARY SDX ENERGY WWW.SDXENERGY.COM
  30. Annual General Meeting – SDX Energy, Inc – slide 30
    Fully funded with active 2018 work programme 30 Exit rate of 2018 anticipated +/ - 8000boepd - more than 2X current rate Two active drilling programs (Egypt & Morocco) Currently have 4 rigs running (and up to 5 during Q2 2018) Field…
  31. Annual General Meeting – SDX Energy, Inc – slide 31
    SDX is significantly undervalued 31 Currently trades at a 50% discount to RENAV Un-Risked S. Diouq Oil Gas S. Disouq Risked Expl Exploration Upside Oil Morocco Gas Exploration S. Ramadan W. Capital S. Disouq…
  32. Annual General Meeting – SDX Energy, Inc – slide 32
    CONCLUSIONS SDX had an outstanding 2017 32 Reserves up by 45% (post COP), 122% year on year Net revenue up 204% from 12.9m in 2016 to 39.2m in 2017 Production up by 171% year on year (1,196 to 3,327 boepd) 100% Drilling success rate…
  33. Annual General Meeting – SDX Energy, Inc – slide 33
    33 High Margin Growth SDX ENERGY WWW.SDXENERGY.COM
  34. Annual General Meeting – SDX Energy, Inc – slide 34
    ADVISORY 34 Reserves Data The determination of oil and natural gas reserves involves the preparation of estimates that have an inherent degree of associated uncertainty. Categories of proved, probable and possible reserves have been…
  35. Annual General Meeting – SDX Energy, Inc – slide 35
    ADVISORY 35 THIS PRESENTATION IS CONFIDENTIAL AND IS BEING SUPPLIED TO YOU SOLELY FOR YOUR INFORMATION AND MAY NOT BE REPRODUCED, FURTHER DISTRIBUTED TO ANY OTHER PERSON OR PUBLISHED, IN WHOLE OR PART, FOR ANY PURPOSE, WITHOUT THE…

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