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3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd.

Armour Energy Ltd. · Oct 1, 2014 · 23 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. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 1
    For personal use only 3rd China International Shale Gas Summit 2014, Beijing Robbert de Weijer Chief Executive Officer October 2014 ASX:AJQ
  2. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 2
    Presentation Overview For personal use only 1 Australia Asia: market highlights 2 Overview of Armour Energy and Northern Australia 3 Results to date 4 Concluding remarks Egilabria-2 well site in ATP1087, Queensland
  3. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 3
    Asia to underpin future growth in LNG demand With LNG facilities built, Australian gas is well placed to meet rapid demand For personal use only growth from China and Emerging Asia Pacific countries. Source: Woodside Source:…
  4. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 4
    Australian east coast market is undergoing rapid change Over the next 12-18 months, LNG exports will send powerful price signals to east coast market For personal use only participants as gas demand triples. East coast gas demand…
  5. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 5
    Presentation Overview For personal use only 1 Australia Asia: market highlights 2 Overview of Northern Australia and Armour Energy 3 Results to date 4 Concluding remarks Egilabria-2 well site in ATP1087, Queensland
  6. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 6
    Acreage portfolio scale, 100% owned, proven petroleum systems, 30 TCF prospective resource (1) For personal use only (1) Best estimate prospective resource: 13.0TCF in EP171/EP176, 18.7TCF in ATP1087, MBA 2012 (excludes…
  7. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 7
    Northern Australia an emerging new oil and gas province with the majors moving in and activity levels increasing For personal use only Armours NT and QLD granted (yellow) and not-yet granted tenements (blue) 8
  8. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 8
    Our aim is to become a large supplier of energy to domestic and overseas markets. Key statistics Share price performance last 12 months For personal use only 40 2.5 ASX ticker AJQ 35 2 30 Issued shares 301.4m Share price…
  9. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 9
    What is our exploration and funding strategy to create value Strategy: For personal use only Staged de-risking of large unconventional plays 1 Identify basin sweet spots. Crack the codes to flow wells at commercial rates. 2…
  10. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 10
    Tenure covers multiple sedimentary basins across QLD and NT; high quality and liquids potential For personal use only Prospective resources (1): 13.0TCF gas 1,252 MMbbl condensate MacArthur basin Contingent resources (Bcf) (2):…
  11. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 11
    Good nearby infrastructure and Heads of Agreement with APA provides for connection to a multiple markets For personal use only APA pipeline options study linking NT to QLD 12
  12. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 12
    Staged approach to cash flow generation current focus on de-risking large unconventional plays and early monetisation For personal use only Major GSAs and gas export Pipeline connected to Mt Isa NT/QLD : regional gas 300PJ…
  13. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 13
    MOU with MMG Century for gas supply to MMGs QLD operations Highlights MMG Century Mine and Armours Queensland ATPs For personal use only To evaluate potential for expanded existing or new build power generation Study to evaluate…
  14. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 14
    Presentation Overview For personal use only 1 Australia Asia: market highlights 2 Overview of Northern Australia and Armour Energy 3 Results to date 4 Concluding remarks Egilabria-2 well site, Queensland
  15. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 15
    Northern Territory Glyde 1 discovery 3 million scf* per day from 600m depth. Opportunity for early cash flow For personal use only 16 * Up to 3.3 mmscf/d on 64/64 choke 125 psi (Source: Armour, August 2013)
  16. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 16
    Northern Territory - conventional and multiple large unconventional plays with low work programme commitments Work commitments in the NT are low For personal use only Significant investment to date has assisted long term licence…
  17. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 17
    Queensland ATP 1087 now a compelling data set to support further de-risking For personal use only
  18. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 18
    Cracking the codes - first horizontal well in Australia to produce gas from shale Egilabria 2 well design Egilabria 2 October 2014 For personal use only Gas flow whilst drilling 2013 19
  19. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 19
    QLD ATP1087 results indicate very strong shale play potential Large volumes of gas (1) Bestestimate prospective resource: (2) 1C 2C 3C 18.7TCF in ATP1087, MBA 2012 (excludes Riversleigh Shale) 18.7 TCF prospective resource (1) For…
  20. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 20
    Presentation Overview For personal use only 1 Australia Asia: market highlights 2 Overview of Northern Australia and Armour Energy 3 Results to date 4 Concluding remarks Egilabria-2 well site in ATP1087, Queensland
  21. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 21
    Summary: identify the basin sweet-spots and crack the codes Queensland and NT tenements For personal use only Northern Australia: 1. Emerging major oil and gas province 2. Supportive governments 3. Low social impact 4. Close to…
  22. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 22
    Case study: Cracking the Code Range Resources Corporation Range Resources pioneered the Marcellus shale, which now produces For personal use only more shale gas in the US than any other play. RRC - first horizontal wells (2004 to…
  23. 3RD CHINA INTERNATIONAL SHALE GAS SUMMIT 2014 BEJING – Armour Energy Ltd. – slide 23
    For personal use only Thank you www.armourenergy.com.au

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