TSX: YGR YGR 1-26 PAD CORPORATE PRESENTATION SEPTEMBER 2018
CORPORATE SNAPSHOT WELL CAPITALIZED, STRONG INSIDER OWNERSHIP & A DEFINED RESOURCE BASE CAPITALIZATION SUMMARY CARDIUM LAND POSITION Additional Information Basic Shares mm 85.3 14% Insider Ownership Options mm 8.3 3.77 Weighted…
INVESTMENT THESIS DISCIPLINED GROWTH THROUGHOUT ENTIRE DEVELOPMENT CYCLE Focus on halo, bioturbated Cardium provides Yangarra with a proprietary knowledge OPERATIONALLY base AND operational synergies FOCUSED Continuous improvement…
STRATEGIC OUTLOOK SUSTAINABLE GROWTH & INTERNALLY FUNDED REMAIN CONCENTRATED PRODUCTION POTENTIAL WITH 2 RIGS (YEAR-ROUND) (1) Geographically & geologically concentrated in the 35,000 Assumes 30 locations/year prolific Cardium…
LEADERSHIP EXPERIENCED & GEARED FOR DEVELOPMENT MANAGEMENT TEAM BOARD OF DIRECTORS Jim Evaskevich - 30+ years of extensive executive experience Gordon Bowerman - President of Cove Resources Ltd. President & CEO - Strong field &…
FULL CYCLE FOCUS NOT JUST A SAYING, KEY DRIVER IN ALL DECISION MAKING Competitive advantage of operational and geological knowledge, combined with 2018+ TBD owned infrastructure allowing Yangarra to compete in acquiring additional…
CARDIUM EVOLUTION CONVENTIONAL CARDIUM TO TIGHTER HALO CARDIUM CONVENTIONAL CARDIUM HALO CARDIUM Cardium potential expands dramatically with the introduction of new technology initiatives to the INITIAL TECHNOLOGICAL SHIFT…
CARDIUM REVOLUTION CONGLOMERATE TO BIOTURBATED ORIGINAL LOG & BIOTURBATED CORE EXAMPLE NEW FRAC PLANE Willesden Green T41-R6W/5 Net Pay Old Well Path Upper 2.5-4.0m TECHNOLOGY PROGRESSION Upper Sand Core analysis Porosity…
OPERATIONS OVERVIEW ENTIRETY OF YANGARRAS FOCUS ON OPERATIONS IN THE CARDIUM Since 2016, Halo Cardium has been the focus Land acquisition strategy has been driven by OOIP at reasonable prices A major portion of the drill program…
ECONOMICS EXCELLENT IRRS WILL CONTINUE TO DRIVE FUTURE PER SHARE GROWTH UNRISKED WEIGHTED-AVERAGE TYPE CURVE PRODUCTION PROFILE UNRISKED WEIGHTED-AVERAGE TYPE CURVE ASSUMPTIONS 600 Total (boe/d) Avg. Type Year 1 BOE Decline: 39%…
CARDIUM INVENTORY DISCIPLINED APPROACH DRIVES LAND ACQUISITION STRATEGY LAND & INVENTORY SUMMARY SAMPLE ONE-SECTION EXPLOITATION STRATEGY INVENTORY STRATEGY Gross Net WI 4 WELLS / 10 WELLS / Total Sections 136.3 106.6 ONE WELL…
PRODUCTION LOGISTICS OWNING INFRASTRUCTURE AND MINIMIZING THIRD-PARTY PROCESSING/FLUID HANDLING OPTIMIZES OUR COSTS YANGARRA INFRASTRUCTURE Operating interest above 90% Low operating costs and high netbacks achieved through a…
COMPARATIVE METRICS & VALUATION YANGARRA CONTINUES TO BE AN OUTLIER IN SUSTAINABLE GROWTH ONGOING GROWTH EXPECTATIONS (CONSENSUS) INTERNALLY FINANCED (CONSENSUS) ROBUST BALANCE SHEET (CONSENSUS) POU 100% 50% 140% POU YGR 90% 45%…
DUVERNAY OPTION SIZE OF PRIZE REMAINS IN HAND WITH RELATIVELY LOW LEVEL OF CAPITAL COMMITMENT Yangarra Duvernay Rights YANGARRAS DUVERNAY POSITION ON-TREND WITH THE ABOVE WELLS DRILLED IN THE AREA; DE-RISKING BY INDUSTRY WILL…
CONCLUSION TRANSLATING IRR INTO EXCEPTIONAL GROWTH COMPETITIVE ADVANTAGE IN HALO CARDIUM KEY TO YANGARRA INVESTORS Yangarra is a prolific, organic growth producer with an excellent, focused runway of inventory 15+ years Inventory…
APPENDIX RISK MANAGEMENT, ANALYST COVERAGE, PRESENTATION FOOTNOTES & FORWARD LOOKING STATEMENTS yangarra resources ltd. SEPTEMBER 2018 PG 16 (Refer to end of presentation for slide notes & advisories)
ANALYST COVERAGE STREET COVERAGE CONTINUES TO GAIN MOMENTUM Acumen Capital Finance Partners Ltd. Industrial Alliance Securities Inc. Recently Added Coverage: Trevor Reynolds Michael Charlton treynoldsacumencapital.com…
PRESENTATION FOOTNOTES SEPTEMBER 2018 Slide 2: 30 locations (45 one-mile equivalents); WTI US55.00 Ed. Par C63.75, AECO C2.00/GJ; Reserves effective as at December 31, 2017 based on the reserve report prepared by Deloitte LLP,…
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