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July 2021 Investor Presentation – Hemisphere Energy Corp

Hemisphere Energy Corp · Jul 29, 2021 · 27 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. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 1
    Reimagine Repurpose Resource July 2021 Corporate Presentation TSX-V: HME OTCQX: HMENF 1
  2. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 2
    Hemisphere is a growing energy company We reimagine technical solutions to repurpose assets in the energy industry, building value and wealth from resources TSX-V: HME OTCQX: HMENF 2
  3. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 3
    The Hemisphere Strategy: Core Principles Simple Clean Profitable Unique One core area Minimal Low cost operations Active share with two oil pools decommissioning and high free funds buyback program liabilities flow yield Large…
  4. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 4
    Corporate Overview TSX Venture Listing (Canada) HME OTCQX Listing (USA) HMENF Share Price (TSX) (July 13, 2021) 0.96 Insider Ownership (Basic / Fully Diluted) 13% / 28% Basic Shares Outstanding 88 million Fully Diluted Shares…
  5. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 5
    Concentrated Canadian Oil Resource 2020 Year End Reserves(1) Proved + Probable (TPP) NPV10 BT / Reserves 211 MM / 14.9 Mmboe Proved (TP) NPV10 BT / Reserves 170 MM / 11.7 MMboe Proved Developed Producing (PDP) NPV10 BT / Reserves 81…
  6. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 6
    Q1 Results: Leading the Pack Q1 Corporate Production 1654 boe/d Q1 Revenue 7.9 million / 53.00/boe Q1 Operating Field Netback 5.4 million / 36.26/boe Q1 Operating Netback (incl Hedges) 5.3 million / 35.59/boe Q1 Adjusted Funds Flow…
  7. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 7
    Recent Appreciation: HME in the Market EV(1) to Annualized Q1 Funds Flow(2) 16 14 12 10 8 Median 6 4 2 0 HME Peer group includes Canadian conventional oil-weighted public companies with Q1 results released as…
  8. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 8
    US60/bbl WTI Guidance(1): Near Term Growth & Debt Repayment 2021 2022 Average Annual Production 1,900 boe/d 2,550 boe/d Exit Production 2,200 boe/d 3,000 boe/d Adjusted Funds Flow (AFF)(2) 19 million 30 million AFF per Basic…
  9. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 9
    US60/bbl WTI: Revenue Breakdown(1) 2021: 1,900 boe/d 2022: 2,550 boe/d Free Funds Royalties Free Funds Royalties Flow(2) 17% Flow(2) 16% 35% 45% Opex Opex 19% 19% Capex 16% Hedging / G&A / Interest Capex Hedging / G&A /…
  10. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 10
    High Free Funds Flow Yield and Production Growth: Pricing Sensitivities(1) WTI US50/bbl(2) WTI US60/bbl(3) WTI US70/bbl(4) 2021 2022 2021 2022 2021 2022 Exit Production boe/d 2,200 3,000 2,200 3,000 2,200 3,000 (5) Adjusted Funds…
  11. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 11
    High Free Funds Flow Yield and Production Growth: Peer Comparison 2021 Free Adjusted Funds Flow(1) / EV(2) Yield 60 WTI 40% Free AFF / EV Yield 35% High free funds flow / FY21/Q121 Production Change 30% EV yield with organic Free…
  12. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 12
    Reserves: Third Party Audited Estimate of Future Cash Flow Reserve Report Valuations(1) 2P 211 Million NPV10 BT 1P 170 Million NPV10 BT PDP 81 Million NPV10 BT Significance of Reserve Comparisons The best comparison across the…
  13. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 13
    Top-Tier Oil Resource: Best per Barrel Value of Reserves Value per Barrel of Reserves(1) (/boe) 20.00 18.00 16.00 HMEs value of reserves in all 14.00 categories is higher than any of its oil-weighted peers 12.00 10.00 8.00…
  14. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 14
    Exceptional Opportunity in the Market EV to Reserve Value(1) 4.0 3.5 3.0 Most peers are trading near or above their TP valuation, while 2.5 HME still trades well below it 2.0 1.5 1.0 0.5 0.0 HME EV/PDP EV/TP EV/TPP Peer…
  15. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 15
    Debt Adjusted Reserve Value / Share (Sensitivity) / Basic Share(1) 3.50 3.28 Recall from previous slide that the majority of peers 3.00 are trading at or above 2.66 2.62 Total Proved valuations at 2.50 3-consultant price forecasts…
  16. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 16
    Our Resource: Atlee Buffalo Core Area 2 Oil Pools 84 MMbbl total oil in place(1) 5% recovery to date between the pools (Atlee Buffalo Upper Mannville F and G pools) Low risk, highly lucrative EOR projects Hemispheres Atlee G Pool…
  17. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 17
    Development Plans 2021 Plans Convert G pool water flood to polymer flood Drill 3 G pool wells Expand G pool facilities to handle increased oil production Before Evaluate and submit applications to AER for Polymer F pool polymer…
  18. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 18
    The Technical Advantage of Polymer Floods Tried and True Proven method of enhanced oil recovery (EOR) Polymer is added to injection water to increase its viscosity (similar to olive oil) Wall is built between water and oil to push…
  19. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 19
    An Exciting Change Polymer flooding is successfully used in hundreds of oil pools by companies around the world, including: Athabasca, Bankers Petroleum, Baytex, CNRL, BP, Caltex, Chevron, Enerplus, Hillcorp, Husky, IPC, Whitecap and…
  20. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 20
    Environmental Social Governance: Canadian Energy - Committed to the Highest Standards Stakeholder value is built when we take care of the environment Low decommissioning liabilities No surface/fresh water used in EOR operations…
  21. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 21
    Leadership MANAGEMENT BOARD OF DIRECTORS Don Simmons, P.Geol. Charlie OSullivan, B.Sc. Chairman President & Chief Executive Officer Over 20 years of experience technical, operational and management experience (Alberta Energy Company,…
  22. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 22
    The Hemisphere Story: Small Cap, Big Value REIMAGINE REPURPOSE RESOURCE Developing a simple, Breathing new life Maximizing recovery of clean asset of exceptional into used equipment and our top-quality oil pools profitability.…
  23. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 23
    TSXV: HME OTCQX: HMENF www.hemisphereenergy.ca Don Simmons (604) 638-6213 simmonshemisphereenergy.ca TSX-V: HME OTCQX: HMENF 23
  24. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 24
    APPENDIX TSX-V: HME OTCQX: HMENF 24
  25. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 25
    Risk Management: Protecting Cash Flow Hedging Considerations Continually monitor WTI Oil and WCS Differential hedge pricing Layer in protection for up to 18 months Look for near term wellhead price protection and longer term…
  26. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 26
    Selected Crude Oil Pipelines Trans Mountain Edmonton, AB Vancouver, BC HME Head Office Atlee Buffalo Mainline Line 3 Replacement Keystone XL Express Superior, WI Casper, WY Keystone HME trucks to Tilley and sells to Montana…
  27. July 2021 Investor Presentation – Hemisphere Energy Corp – slide 27
    TSXV: HME OTCQX: HMENF www.hemisphereenergy.ca Don Simmons (604) 638-6213 simmonshemisphereenergy.ca TSX-V: HME OTCQX: HMENF 29

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