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INVESTOR PRESENTATION – Gear Energy Ltd

Gear Energy Ltd · Dec 1, 2014 · 16 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. INVESTOR PRESENTATION – Gear Energy Ltd – slide 1
    December 2014
  2. INVESTOR PRESENTATION – Gear Energy Ltd – slide 2
    6,712 boe/d 7,300 7,700 boe/d Production Q3 - 2014 Estimated production 2015 22.6 million 71 / 74 million Cash flow Q3 - 2014 Common shares (0.32/share) basic / diluted 36.57/boe 10% / 13% Cash flow netback Q3 - 2014 Insider…
  3. INVESTOR PRESENTATION – Gear Energy Ltd – slide 3
    Others 7,100 boe/d Elk Point 1,150 boe/d 104 Hz Inventory Current production 450 bbl/d 41 Vt Inventory 97% Frenchmans Cold flow heavy oil Butte 100 bbl/d Morgan 21 Inventory 60% 350 bbl/d 16 Inventory Produced horizontally…
  4. INVESTOR PRESENTATION – Gear Energy Ltd – slide 4
    67% Capital Exploration Others* Production growth 8 Hz drills 5 Hz drills development drilling 20% Capital Frenchmans Butte Inventory growth Celtic 7 Hz drills land, seismic and Morgan* 1 Hz drill exploration 6 Hz drills 4 Vt…
  5. INVESTOR PRESENTATION – Gear Energy Ltd – slide 5
    100% Cash flow growth per DA share estimated 2014 30% Production growth per DA share estimated 2014 15% Production growth per share estimated…
  6. INVESTOR PRESENTATION – Gear Energy Ltd – slide 6
    Q3 YTD 2014 Actuals 2015 Guidance Q3 Production 6,712 boe/d Annual Production 5,689 boe/d 7,300 - 7,700 boe/d Liquid weighting 97% 98% Royalty rate 18.7% 15 - 17% Operating costs 21.38/boe 19.75 - 21.75/boe (including transport) G&A…
  7. INVESTOR PRESENTATION – Gear Energy Ltd – slide 7
    37% of Gear Q3 Production 40.80/boe Netback 94 Hz wells drilled to date 18.90/boe Op costs 25% Royalties Lloyd sand channel bbl/d Acquisition 161MM P+P NPV10 with 41 wells booked Lloyd C pool 2014 Drills 2014 Plan…
  8. INVESTOR PRESENTATION – Gear Energy Ltd – slide 8
    8% of Gear Q3 Production 18 Hz wells drilled to date 64.00/boe Netback 9.10/boe Op costs 7% Royalties bbl/d Shale Channel 28 MM P+P NPV10 with 15 wells booked Cummings pool Pool discovery 2014 Drills 2014 Plan 20…
  9. INVESTOR PRESENTATION – Gear Energy Ltd – slide 9
    16% of Gear Q3 Production 44.80/boe Netback 21 Hz. wells and 4 Vt. wells drilled to date 17.60/boe Op costs 21% Royalties 53MM P+P NPV10 with 26 wells booked bbl/d Acquisition Cummings pool 2014 Drills 2014 Plan 38…
  10. INVESTOR PRESENTATION – Gear Energy Ltd – slide 10
    4% of Gear Q3 Production 34.00/boe Netback 1.5 net Hz. wells drilled by Q3 3.5 more net wells by YE 2014 32.25/boe Op costs 17% Royalties bbl/d Acquisition 2014 Drills 2014 Plan Value determined at YE 2014 Future - 9.4…
  11. INVESTOR PRESENTATION – Gear Energy Ltd – slide 11
    Area Single leg Hz Dual lateral Hz Verticals Zone CMGS,UMCL,LLOYD CMGS,UMCL,LLOYD,GP Various Capital 1,065k 1,475k 700k Rate: IP30 65 bbl/d 110 bbl/d 60 bbl/d Reserves 50 mbbls 85 mbbls 55 mbbls ROR 80% 120% 150% Payout 1.2yrs 1.0 yrs 1.0…
  12. INVESTOR PRESENTATION – Gear Energy Ltd – slide 12
    Multi lateral horizontal heavy oil wells provide some of the best drilling economics in North America Dual lateral Hz well Single leg Hz well August 28, 2014. WCS (CAD) 78/bbl 14
  13. INVESTOR PRESENTATION – Gear Energy Ltd – slide 13
    Polymer Injection Pilot Quarter section horizontal pilot spaced at approximately 200m inter-well with two 2 injectors Pilot area oil production has tripled since injection Current injection approximately 550 bbl/d and polymer breakthrough…
  14. INVESTOR PRESENTATION – Gear Energy Ltd – slide 14
    Executive Experience Ingram Gillmore VP Engineering - ARC Energy Trust, Talisman President & CEO, Director Yvan Chretien VP Land - ARC Energy Trust, CNRL VP Land David Hwang Controller - ARC Energy Trust, EnCana VP Finance & CFO…
  15. INVESTOR PRESENTATION – Gear Energy Ltd – slide 15
    Research Analysts WTI Contracts Altacorp Thomas Matthews 2014 H2 1,000 bbl/d CAD99.73 fixed price Cormark Garett Ursu 300 bbl/d USD97.50 x 80 x 65 3-way collar FirstEnergy Bob Fitzmartyn 300 bbl/d USD99.22 x 80 x 65 3-way collar GMP…
  16. INVESTOR PRESENTATION – Gear Energy Ltd – slide 16
    2600, 500 4th Avenue SW Calgary, AB CANADA T2P 2V6 T (403) 538-8435 F (403) 705-2660 www.gearenergy.com

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