Company Snapshot About Linc Energy Operational, financial and market snapshot Linc is focused on both conventional and unconventional oil Market capitalisation(1) S704.2m and gas production. The Company owns a diverse and world-…
Business segments Unconventional Corporate Asset Coal Conventional Oil & Gas Oil & Gas Underground Coal Shale Oil & Gas Carmichael Royalty Conventional Coal Gasification (SAPEX) 4,474 boepd (gross) for Leader in underground…
Key investment highlights High quality, oil levered production offers potential for production upside 1 from assets currently owned, with a total value of more than US4.5b(1) Conventional oil & gas assets with a significant reserve…
Largest independent upstream SEA-listed oil exploration and production company 2P oil reserves Production rate(1) (mmbbl) (boepd) : target production rate 70,000 Linc Energys targeted production 166 58,600 119 51,230 50,000…
Converting reserves into production Conventional O&G reserve base(1)(2)(3) Reserves to Production (boepd) Near term Intermediate Future Umiat P3 50,000 14.4% Wyoming P1 0.3% 273.4 Umiat P2 56.5% mmboe 15,000 25,000…
Company key value drivers with longer term and further value upside from unlocked through Conventional oil valuation unconventional Corporate O&G assets Coal Assets US411m Total oil & gas reserves valuation of US4.5b(5)…
Milestones, objectives and activities CY2014 CY2015 Gulf Coast oil assets Gulf Coast oil assets Continued focus on operating efficiences, lowering cost / Targeted production and EBITDAX growth barrel metrics, better well selection,…
Business overview
Conventional oil & gas
Conventional oil & gas Overview Conventional oil & gas assets in the U.S. located in the Gulf Coast, Wyoming and Alaska Key highlights Conventional O&G reserve base(1)(2)(3) Alaska Operating in the US since Umiat P3 2011 14.4%…
Conventional oil & gas Gulf Coast Location of oil & gas fields 13
Conventional oil & gas Gulf Coast Overview Asset overview Summary statistics Primary Gulf Coast oil fields are associated with salt domes or salt related structures Total 1P Reserves(1) 11.6 mmboe Production from stacked reservoirs…
Conventional oil & gas Gulf Coast Cedar Point and Barbers Hill Typical Barbers Hill Fault Block Typical Cedar Point Fault Block (Galveston Bay) New Cedar Point / Atkinson Island (adjacent to Cedar Point field in Galveston Bay)…
Conventional oil & gas Umiat Location of oil & gas fields Trans-Alaska Pipeline System (TAPS) Linc Energy UMIAT Snow Road 16
Conventional oil & gas Umiat Overview Asset outline Summary statistics OOIP: 1,200 mmbbl(1) Total 3P Reserves(1): 194 mmbbl Located within the National Petroleum Reserve of Alaska Percent Oil: 100% PV-10: US2,845.5 million Potential…
Conventional oil & gas Wyoming Location of oil & gas fields 18
Conventional oil & gas Wyoming Overview Asset overview Summary statistics Estimated recoverable oil reserves of 80 mmbbl of oil Total 3P reserves(1): 67.7 mmbbl using CO2 EOR strategy from Big Muddy and South Percent Oil: 100%…
Conventional oil & gas summary 1 Gulf Coast High quality, onshore, oil levered production with significant upside potential from existing assets PV-10 of US489m(1) 2 Umiat Umiat field in Alaska has estimated net 2P reserves of…
Unconventional oil & gas UCG
Unconventional oil & gas background Overview UCG process Entering commercialization stage Underground Coal Gasification involves the gasification of Proprietary UCG technology underground coal to produce synthesis gas (syngas) made of…
Unconventional oil & gas leader in UCG technology Ready for commercialisation Linc Energys business model consists of commercialising UCG technology through strategic partnerships Linc Energy holds a global portfolio of coal resources,…
Unconventional oil & gas UCG Asias abundant stranded coal resources China Korea Japan 755 64 52 Mongolia 11 24 Coal reserves Potential total 2014E 2018E 2014E 2018E 2014E 2018E for UCG(1) SNG from UCG total gas demand (4) Korea…
Linc Energys Heavy Oil Recovery Technology Invention to inject air and produce oil Key differentiators of Linc Energys technology Simple: Advantages: Air injected into top horizontal well Less water and NG use than conventional steam…
Summary - Benefits of Linc Energys UCG technology Exploits stranded uneconomic coal resources UCG targets deep coal deposits 1 which are uneconomic using traditional coal mining techniques; UCG converts this coal into high value gas…
Unconventional oil & gas Shale oil & gas
Unconventional oil & gas Shale oil & gas Linc Energy Shale oil & gas acreage position Summary Linc Energy lease holdings (100% owned) Linc Energys lease holding covers 16 million contiguous acres, representing 80% of the Arckaringa…
Unconventional oil & gas Shale oil & gas Arckaringa Basin Opportunity Summary The Arckaringa Basin covers 20 million acres (c.80,000 km2) across the state of South Australia Linc Energy holds petroleum exploration rights covering c.80%…
Unconventional oil & gas Shale oil & gas Comparison to U.S. Shale oil & gas plays Technical data compares favorably to prolific US unconventional liquids plays Shale Property Eagle Ford Bakken Arckaringa Basin Organic-rich Shale Age…
Unconventional oil & gas Shale oil & gas Drilling operations plan Stage One Drilling Operations (Q3 and Q4 - 2014) Three vertical wells will provide a substantial level of information across the three target formations within the…
Corporate asset Carmichael royalty
Corporate asset Carmichael royalty Carmichael royalty to drive medium-term cashflow Project update Illustrative production profile for Carmichael Adani acquired the Carmichael coal tenement from A2 per tonne of coal produced (indexed…
Corporate asset Carmichael royalty Location of Carmichael coal tenements 34
Coal - Queensland development assets
Coal Queensland development assets Avenue for unlocking value from asset development Development Asset summary Selected Queensland coal assets JORC JORC Gross Development Production Asset Coal type potential compliant compliant DCF-10…
Financial Overview
Financial snapshot (FYE 30 June) Total revenue increased from A57.1m in FY2012 to A124.4m in FY2013 and from A24.2m in Q1 FY2013 to Revenue A35.1m in Q3 FY2014 Clean energy revenue rose from A2m in FY2012 to A6.1m in FY2013…
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