TSX: YGR YGR 1-26 PAD CORPORATE PRESENTATION MAY 2019
CORPORATE SNAPSHOT WELL CAPITALIZED, STRONG INSIDER OWNERSHIP & A DEFINED RESOURCE BASE CAPITALIZATION SUMMARY CARDIUM LAND POSITION Additional Information Basic Shares mm 85.4 14% Insider Ownership Options mm 8.3 4.36 Weighted…
RESERVES GROWTH MOMENTUM RESERVES CONTINUE TO GROW AT REASONABLE F&D METRICS YEARLY RESERVES GROWTH (MMBOE & PER SHARE) F&D COSTS 150 2.00 30.00 Reserves per share (mmboe/share) 135 1.80 2P Proved 120 1.60 25.00 F&D…
PRUDENT LEVERAGE BALANCED AGAINST LONG-TERM RETURN ON CAPITAL IMPROVING BUSINESS MODEL DRIVING LONG-TERM RETURN ON CAPITAL EMPLOYED BALANCE SHEET EFFICIENCY RETURN ON CAPITAL EMPLOYED VS. FDC 25,000 4.5x 14.0% 23,000 4.0x 20.0x…
NAV GROWTH OUTSTRIPPING SHARE PERFORMANCE PDP NAV GROWTH WHILE SOLIDIFYING 2P NAV YEARLY RESERVES GROWTH & SHARE PRICE PERFORMANCE Sustainable NAV per share growth in volatile macro environment highlights Yangarras prudent…
CORE PRINCIPLES DISCIPLINED GROWTH THROUGHOUT ENTIRE DEVELOPMENT CYCLE Focus on halo, bioturbated Cardium provides Yangarra with a proprietary knowledge OPERATIONAL base AND operational synergies FOCUS Continuous improvement…
STRATEGIC OUTLOOK SUSTAINABLE ORGANIC GROWTH & INTERNALLY FINANCED REMAIN CONCENTRATED PRODUCTION POTENTIAL WITH 2 RIGS (YEAR-ROUND) (1) Geographically & geologically concentration in the 35,000 Assumes 30 locations/year prolific…
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 157% Half Cycle owned infrastructure allowing Yangarra to compete in acquiring…
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 Avg. Type Total (boe/d) 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 / 8 WELLS / Total Sections 125.0 106.0 ONE WELL…
PRODUCTION LOGISTICS MOVE FORWARDS NOT BACKWARDS ON PRODUCTION PRACTICES YANGARRA INFRASTRUCTURE CONVENTIONAL THINKING Build massive contiguous land base Drive down costs by overcapitalizing infrastructure (oil pipelines &…
OPERATIONAL FOCUS DRIVES COSTS AND NETBACKS STRATEGY ALLOWS YANGARRA TO EXCEL IN HALO SANDBOX LOW OP COST PRODUCER HIGH NETBACKS (CONSENSUS) ERF 100,000 35.00 Awaiting Q4 2018 Reporting Awaiting Q4 2018 Reporting TOG 90,000…
PEER-LEADING SUSTAINABLE GROWTH INTERNALLY FINANCED AND DELEVERAGING SCENARIO PROVIDES GREAT PROTECTION FOR INVESTORS (50 ED. PAR) ONGOING GROWTH EXPECTATIONS (CONSENSUS) INTERNALLY FINANCED (CONSENSUS) 100% 50% YGR POU Awaiting…
OUTLIER IN EVERY PERFORMANCE METRIC EXCEPT VALUATION LACK OF REQUIREMENT FOR EXTERNAL FINANCING ALLOWS INVESTORS TO FOCUS ON SHARE UPSIDE ROBUST BALANCE SHEET (CONSENSUS) 2019 CONSENSUS VALUATION 140.0% 10.0x 60,000 Awaiting Q4…
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. MAY 2019 PG 20 (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 JANUARY 2019 Slide 2: 2019E: 24 locations; 2019E C65 Ed. Par, AECO C1.75/GJ; Reserves effective as at December 31, 2018 based on the reserve report prepared by Deloitte LLP, independent petroleum engineers…
FORWARD LOOKING STATEMENTS (CONT.) The forward-looking statements contained in this presentation are made as of the date on the front page and the Company assumes no obligation to update publicly or to revise any of the included…
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