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December 2021 Investor Presentation – Advantage Energy Ltd.

Advantage Energy Ltd. · Dec 1, 2021 · 25 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. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 1
    A Progressive Montney Producer for the New Energy Market TSX: AAV 52-week trading 1.67 to 8.37 Investor Presentation Shares Outstanding (basic) 191 million December 2021 Market Cap / EV ( billions) 1.4 / 1.6
  2. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 2
    Corporate Strategy Surge in Profitability Creating Generational Opportunity Maintain Strong Free Cash Beyond Enhance Resilience Foundations Expectations Plus and Scale Moderate Growth Reduce net debt/AFF Net-zero by 2025…
  3. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 3
    Corporate Strategy Strength Across the Board Financial Stability Evolving Competitively Entropy Inc. - Unprecedented profitability Modular Carbon Capture and Storage Debt reduction ahead of expectations Advancing liquids development…
  4. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 4
    2022 Capital Investment Thesis Generates Significant Revenue Growth (1) Glacier focused program 75 million (9 wells), maintenance All-in Capital Efficiency capital, corporate costs 11,800/boe/d Sustaining 24% base decline rate…
  5. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 5
    2022 Capital Program: Profit Margins at Generational Highs(1) 400 Deleveraging 350 US4.00/mcf Acquisitions 300 US3.50/mcf 250 US3.00/mcf ( million) 200 US2.59/mcf 30 150 US2.36/mcf 80 100 50 US1.74/mcf 75 -…
  6. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 6
    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 cash…
  7. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 7
    Low-Cost Structure: A Key Factor in FCF Generation Capacity (1) Op Exp Royalty Exp G&A Int Exp Trans Exp 30 25 20 15 10 5 0 Peer 1 Peer 2 Peer 3 Peer 4 Peer 5 Peer 6 Peer 7 Peer…
  8. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 8
    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…
  9. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 9
    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 2022 Targets Lower Advantage…
  10. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 10
    Glacier: Prolific Low-Cost Gas on Path to Net Zero 08-05: Producing Phase 1 CCS construction at Glacier facility underway 09-32: 2 D4, 3 UM 9 wells to be drilled and completed in 2022 02-32: 2 D1, 2 UM 2021 program achieving average…
  11. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 11
    Wembley: Driving Corporate Liquids Growth in the Pipestone Play AAV Pipelines Locations 6 drills and 9 completions planned for 2022 2021 Activity Montney D3 Prolific D3 zone primary target 65% liquids 4-22: 3 well pad Keyera tie-in…
  12. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 12
    Progress/Valhalla: Integrated Assets, Prolific Liquids-Rich Wells PROGRESS Expanding infrastructure footprint 15-17: Drill 3 AAV Pipelines D2 Wells 15-17 pad: build out liquids rich inventory Locations D4 Montney D2 Montney 4-21…
  13. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 13
    Robust Montney Type Curve Economics AAV Tier 1 Half Cycle Production Type Curves C3.50/GJ & Rate of Payout2 NPV10 (MM) US70/bbl WTI1 Return (%) (months) Glacier D1 - 7 month payout Glacier UM 9 month payout Glacier D1 Gas 247 7…
  14. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 14
    Strategic Infrastructure Control, Flexible Pipeline Access BC AB TCPL Groundbirch 400 mmcf/d + 6,800 bbl/d capacity Glacier Gas Plant; 130 Lateral mmcf/d surplus capacity available 45 mmcf/d + 2,000 bbl/d Valhalla hub AAV Glacier Gas…
  15. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 15
    Natural Gas Transportation Portfolio 27 mmcf/d of Prairies Mainline to Nov 2032, currently underpinning Great Lakes service Empress Total Empress capacity of 125 130 mmcf/d between 2022 & 2025 43 49 mmcf/d is open exposure to…
  16. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 16
    Market Diversification and Hedging Activities Revenue Exposure by Markets Q1/22 Q2/22 Q3/22 Q4/22 2023 2024-2025 AECO 42% 49% 47% 53% 42% 46% - 48% Empress 18% 16% 16% 15% 15% 15% - 16% Emerson 0% 0% 0% 3% 8% 7% - 9% Dawn 29% 26%…
  17. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 17
    Celebrating 20 Years of Sustainability NET ZERO in 2025 Industry Leading Low Emissions Low Fresh Water Usage Emissions Intensity tCO2e/boe (Scope 1 and 2) Fresh Water Intensity m3/boe 0.017 0.005 Peer Peer Peer AAV Peer Peer Peer…
  18. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 18
    Entropy Carbon Capture and Storage Our Role in the Energy Transition Leader in the development and commercialization of carbon capture and storage PROPRIETARY CARBON CAPTURE TECHNOLOGY Exclusive ownership of world class patent-pending…
  19. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 19
    (1) (1) Notes: 19 (1) Forward-looking information. Refer to Advisory for material assumptions and risk factors.
  20. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 20
    Entropy Modular CCS: Lowest Cost, Most Efficient Technology While MCCS is suitable for all project sizes, Entropy is developing multiple projects exceeding 1 mtpa in several industrial sectors Canadian Facility GHG Reporting (2019)(1)…
  21. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 21
    North American CCS: Scalable Growth and Plentiful Storage Emitters Tonnes CO2/year (000s) Canada: Federal carbon…
  22. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 22
    Advantage Contact Information Investor Relations 1.866.393.0393 iradvantageog.com www.advantageog.com Listed on TSX: AAV Advantage Energy Ltd. Suite 2200, 440 2nd Avenue SW Calgary, Alberta T2P 5E9 Main: 403.718.8000…
  23. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 23
    Financial Discipline Operationally Nimble Focus on Profitability APPENDIX
  24. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 24
    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…
  25. December 2021 Investor Presentation – Advantage Energy Ltd. – slide 25
    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…

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