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UK Investor Show – SDX Energy, Inc

SDX Energy, Inc · Apr 21, 2018 · 28 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. UK Investor Show – SDX Energy, Inc – slide 1
    1 DELIVERING HIGH MARGIN GROWTH HIGH MARGIN GROWTH Proactive Investors One2One Forum 19 October 2017 UK Investor Show April 21, 2018 SDX ENERGY London, UK WWW.SDXENERGY.COM
  2. UK Investor Show – SDX Energy, Inc – slide 2
    SDX ENERGY 2 AIM and TSX-V listed (TSXV: SDX/ AIM:SDX) Successful secondary listing and capital raise on AIM in 2016 (204.4M shares) 2017 Results: +200% Revenue Growth +150% Production Growth +120% Increase in Reserves 100%…
  3. UK Investor Show – SDX Energy, Inc – slide 3
    SDX Energy Delivering High Margin Growth 3 Why SDX Were Delivering on our Plan Making value accretive acquisitions & Growing our high margin production assets Significant Drilling Success 3 Discoveries in Egypt S. Disouq & Rabul…
  4. UK Investor Show – SDX Energy, Inc – slide 4
    Consistently delivering significant growth 4 +1250% Market cap increase since 2016 by executing our plans 100% drilling success in 2017 leading to material production increase Market cap Production Net cash balance 180 4,000 WI…
  5. UK Investor Show – SDX Energy, Inc – slide 5
    5 WHY NORTH AFRICA WHY NORTH AFRICA SDX ENERGY WWW.SDXENERGY.COM
  6. UK Investor Show – SDX Energy, Inc – slide 6
    WHY EGYPT 6 GEOLOGY & OPERATING ENVIRONMENT Multiple world class hydrocarbon basins 3 Basins in the Top 10 (MENA) Western Desert 3rd best Global value creator over the last 10 years Zohr discovery 22+TCF (4 Billion boe) largest…
  7. UK Investor Show – SDX Energy, Inc – slide 7
    WHY MOROCCO 7 COMMERCIAL TERMS & GAS MARKET One of the best E&P Fiscal Regimes Royalty Rate 5% Corporate Income Tax Rate 30% 10 year tax holiday from start-up Moroccan Gas Market High Prices Gas market is dominated by compressed…
  8. UK Investor Show – SDX Energy, Inc – slide 8
    8 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
  9. UK Investor Show – SDX Energy, Inc – slide 9
    9 SDX 55% WI & Operator SDX 12.75% WI SDX 50% WI & Joint Operator SDX ENERGY SDX 50% WI WWW.SDXENERGY.COM
  10. UK Investor Show – SDX Energy, Inc – slide 10
    NORTH WEST GEMSA 10 50% Working Interest 4,400 boepd Avg. production (gross), Q1 2018 7.31 Mmboe 2P Reserves (gross), 31 Dec. 2017 26.2 Mmboe Cumulative production to 31 Dec. 2017 5x Production Performance since acquisition in…
  11. UK Investor Show – SDX Energy, Inc – slide 11
    MESEDA 11 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. 17…
  12. UK Investor Show – SDX Energy, Inc – slide 12
    SOUTH DISOUQ 12 Significant Exploration and Development Potential Abu-Madi Baltim Trend 55% Working Interest (Operator) 1,275 km2 Concession area 227 BCF & (P Mean) Gross Contingent and Prospective Resources 11 Mmbo 6.4 TCF & Rec.…
  13. UK Investor Show – SDX Energy, Inc – slide 13
    SD-1X Flowed 25.8 MMscfd Click toDISOUQ SOUTH edit Master title style DISCOVERY APRIL 2017 4300 boed Top Click to ABU edit MasterMADI text styles Structure Map Second level Third level Fourth level Fifth level SD-1X…
  14. UK Investor Show – SDX Energy, Inc – slide 14
    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…
  15. UK Investor Show – SDX Energy, Inc – slide 15
    Ibn Yunus-1X PAY SECTION April 2018 Discovery 108.8 gross/ 100.8 net Phie 28.5% Sg 78% Reservoir section in Ibn Yunus vs. SD-1X: - Thicker (100.8 ft vs 82.5 ft) - Better Quality (28.5% vs. 25.2%) - Anticipate that flow…
  16. UK Investor Show – SDX Energy, Inc – slide 16
    ABU Click MADI to edit POST Master DISCOVERY title style VOLUME POTENTIAL 620000 622000 624000 626000 628000 630000 632000 634000 636000 638000 Significant potential identified post 910000 910000 Elevation depth [ft] S o u…
  17. UK Investor Show – SDX Energy, Inc – slide 17
    17 MOROCCO: PRODUCING & EXPLORATION ASSETS SDX ENERGY WWW.SDXENERGY.COM
  18. UK Investor Show – SDX Energy, Inc – slide 18
    18 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
  19. UK Investor Show – SDX Energy, Inc – slide 19
    MOROCCO 19 HIGH MARGIN GAS PRODUCTION 10.0 Moroccan Gas Sales Morocco Daily Gas Production Currently selling 5.5 MMscfd (gross) at an average Daily Production (mmscf/day) price of US9.00/MCF Local gas price is based upon…
  20. UK Investor Show – SDX Energy, Inc – slide 20
    20 MOROCCO DEVELOPMENT/EXPLORATION POTENTIAL: SEISMIC ANOMALIES Amplitude analysis suggests the presence of several gas- filled sand bodies across the area Used very successfully in past campaigns Overall success rates of 80% for…
  21. UK Investor Show – SDX Energy, Inc – slide 21
    21 SUMMARY SDX ENERGY WWW.SDXENERGY.COM
  22. UK Investor Show – SDX Energy, Inc – slide 22
    Management team has consistently delivered 22 Demonstrated capability to deliver sustained growth and create 0.8 shareholder value Daily traded value SDX Energy share price 0.7 performance since AIM listing vs. Brent and FTSE AIM…
  23. UK Investor Show – SDX Energy, Inc – slide 23
    Fully funded with active 2018 work programme 23 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…
  24. UK Investor Show – SDX Energy, Inc – slide 24
    SDX is significantly undervalued 24 Currently trades at a 44% discount to RENAV 275 Net Asset Value 12.5% (USMM) (Source: SDX Management) S Disouq* Upside RENAV Upside 65.6 249.1 250 Oil 225 33.2 Net Asset Value 12.5%…
  25. UK Investor Show – SDX Energy, Inc – slide 25
    CONCLUSIONS SDX is High Margin Growth Opportunity 25 Right combination of production, development opportunities and exploration Demonstrated ability to identify and complete accretive acquisitions Onshore focus keeps costs low and…
  26. UK Investor Show – SDX Energy, Inc – slide 26
    26 High Margin Growth SDX ENERGY WWW.SDXENERGY.COM
  27. UK Investor Show – SDX Energy, Inc – slide 27
    ADVISORY 27 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…
  28. UK Investor Show – SDX Energy, Inc – slide 28
    ADVISORY 28 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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