Skip to main content June 2021 Investor Presentation – Advantage Energy Ltd. | Shale Experts
Loading...
Pm

June 2021 Investor Presentation – Advantage Energy Ltd.

Advantage Energy Ltd. · Jun 1, 2021 · 22 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. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 1
    A Progressive Montney Producer for the New Energy Market TSX: AAV 52-week trading 1.51 to 3.57 Investor Presentation Shares Outstanding (basic) 191 million June 2021 Market Cap / EV ( Millions) 650 / 865
  2. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 2
    Corporate Strategy The Path To Growing Shareholder Value Maintain Strong Generate FCF and Enhance Resilience Foundations Return of Capital Moderate Growth(1) and Scale Reduce net debt/AFF to Liquids growth to 1x balance gas…
  3. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 3
    World Class Assets, Operational Excellence, Environmental Leadership PROGRESS Disciplined Financial Management GLACIER Self funded growth with free cash flow Glacier Carbon Capture & Storage Asset Prolific Gas Foundation Free…
  4. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 4
    Strong Foundations Create a Launchpad into the New Energy Markets Financial Stability Evolving Competitively Recent 2021 guidance revision Entropy Inc. Modular Carbon Capture capital down 9%, production up 3%(1) and Storage (MCCS)…
  5. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 5
    2021 Capital Investment Thesis Generates Significant FCF and Growth (1) Glacier focused, 10 wells + Capital Efficiency 75 million 8,500/boe/d facilities maintenance costs, Sustaining carbon capture Capital 115 - 135 Production…
  6. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 6
    2021 Capital Program Fully Funded at Lower Prices with FCF (1) Debt Reduction 200 in 2021 3.00 180 70 160 2021 Budget fully 2.50 funded at 140 Drives 10% 1.92/mcf AECO Production Growth ( million) 120 1.92 Sustaining…
  7. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 7
    Introducing Entropy Inc. Modular Carbon Capture for 26/Tonne, Today Advantage and ABC Engineering have partnered to develop breakthrough carbon capture technology Entropy Inc designs, builds and manages Modular CCS projects that are…
  8. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 8
    First Commercial MCCS Project Underway: Glacier Gas Plant PHASE 1 (27 MILLION INITIAL Net operating income to be 2.9 400 mmcf/d of INVESTMENT) Natural Gas million/year based on carbon offset pricing Processing Onstream Q1 2022…
  9. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 9
    Environmental Leadership The Path to Net Zero is Underway Glacier Carbon Capture and Storage Montney Peers Reported Emissions Data - 2018 or 2019 (1) Phase 1 Will Eliminate 25% of Plant Emissions 0.070 0.060 0.050 Tonnes CO2e…
  10. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 10
    Low-Cost Structure A Key Factor in FCF Generation Capacity 30 Transport (1) Finance & Other 25 G&A Royalties 20 Operating 15 10 5 - A AAV B C D E G M N F H K I J L…
  11. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 11
    Track Record of Enhancing Efficiency and Performance Pacesetter Drill Rates per Day Relentless Drilling, Completion, & Tie-In Cost Efficiency 600 12,000 500 10,000 Meters/Day (Spud to RR) 400 8,000 /Tonne 300 6,000 200…
  12. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 12
    Advantage Montney Assets Multizone Oil, Liquids and Gas Throughout Glacier Valhalla Progress Wembley Doig Upper Montney D4 Middle Montney 300m D3 D2 D1 Current Drilling and 2021 Targets Lower Advantage…
  13. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 13
    Glacier Foundational Asset Setting a New Standard 08-05: 5 well pad Complete Q3 2021 14 new wells now onstream, producing 110 mmcf/d New wells on production include nine D1, three D4 and two Upper wells early performance exceeding…
  14. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 14
    Oil & Liquids Rich Gas Progress/Wembley/Valhalla AAV Pipelines PROGRESS AAV 2021 Drilling New Third Party 6 wells on production Drilling/Production Inventory of acquired pads and licenced locations ready to execute Progress…
  15. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 15
    Strategic Infrastructure Control, Flexible Pipeline Access BC AB TCPL Groundbirch 400 mmcf/d + 6,800 bbl/d capacity Glacier Gas Plant; Lateral 130 mmcf/d surplus capacity available 45 mmcf/d + 2,000 bbl/d Valhalla hub AAV Glacier…
  16. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 16
    Natural Gas Transportation Portfolio 27 mmcf/d of Prairies Mainline to Nov 2032 27 mmcf/d of Great Lakes PL transport capacity Apr 2021 to Oct 2022 Up to 48 mmcf/d of Empress capacity net of downstream commitments varying…
  17. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 17
    Market Hedging Activities Physical Flows Q1-21 Q2-21 Q3-21 Q4-21 2022 2023-2027 AECO 30% 37% 30% 38% 41% 30% - 50% Empress 10% 9% 10% 16% 18% 10% - 20% Emerson (TC Prairies Mainline) 10% 0% 0% 0% 1% 10% - 20% Dawn 22% 29% 32%…
  18. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 18
    Invested in the Communities Where We Work 39 Employees Working in Calgary & Grande Prairie Contributed 1 million to community Areas programs/charities Capital & Operating Activities Health & Wellness 25% Generating an…
  19. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 19
    Advantage Contact Information Investor Relations 1.866.393.0393 iradvantageog.com www.advantageog.com Listed on TSX: AAV Advantage Oil & Gas Ltd. Suite 2200, 440 2nd Avenue SW Calgary, Alberta T2P 5E9 Main: 403.718.8000…
  20. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 20
    Financial Discipline Operationally Nimble Returns Focus APPENDIX
  21. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 21
    Area Overview Deep Inventory of Gas, NGLs and Oil PROGRESS Deep Inventory (1)(2)(3) GLACIER Booked Undeveloped Unbooked Upside TOTAL future location VALHALLA inventory 1,400 to 1,500 743 WEMBLEY 89 301 176 125 228…
  22. June 2021 Investor Presentation – Advantage Energy Ltd. – slide 22
    Advisory Oil and Gas Information Barrels of oil equivalent (boe) and thousand cubic feet of natural gas equivalent (mcfe) may be misleading, particularly if used in isolation. Boe and mcfe conversion ratios have been calculated using…

From the store

Browse maps, data & reports in the Shale Experts store