INVESTOR PRESENTATION NOVEMBER 2014 A Unique Opportunity to Invest in the China Energy Growth Story www.sinogasenergy.com ASX: SEH
CHINA SNAPSHOT: LARGE, GROWING, CHANGING World's largest energy consumer Fastest growing energy demand 22% of global primary energy demand Only 5% of global natural gas demand due to small share in energy mix China 2000 2035…
SIGNIFICANT ASSETS IN THE PROLIFIC ORDOS BASIN The most productive natural gas basin in China: Unconventional gas production of over 3bcf/day Ready access to key demand centres with multiple tie-in points Sino Gas 3,000km2 acreage…
COMPANY SNAPSHOT Corporate Information - as at 30 Sept 2014 Share Register September 2014 0.17% ASX Listed (S&P ASX 300) SEH Share Price A0.21 33.55% Issued Shares 1,542m 48.81% Market Cap US283m Cash Balance US57.7m…
A UNIQUE CHINA GAS INVESTMENT OPPORTUNITY Strong demand outlook: Gas demand forecast to double by 20201 Attractive market Strengthening prices: City-gate price set to US10.80/Mscf following NDRC increase dynamics Supportive policy:…
STRONG DEMAND & PRICING OUTLOOK Gas demand continuing to outstrip domestic supply China Domestic Market Outlook1 Annual gas demand forecast to almost double by 2020 Conventional gas supply in structural decline Unconventional gas…
LARGE SCALE ASSETS WITH SIGNIFICANT UPSIDE Size & Scale Project and Drilling Overview Sino Gas PSCs are approximately 3,000km2 or 741,000 acres 1 Tcf gross 2P (184 Mmboe) & 3 Tcf unrisked 2C1 (507 Mmboe) Exploration Upside c.4…
ATTRACTIVE GEOLOGY Proven gas deliverability Ongoing testing program, including the recent horizontal wells, demonstrates strong commercial gas deliverability Stacked multiple pay-zones Production from multiple pay-zone expected…
RESERVE AND RESOURCE GROWTH E&A programme drives substantial Reserves and Resource growth: Resource & Reserve Growth Bcf vs Well Count Wells 2P Reserves: 1,068 bcf gross (+227% y/y), Sino Gas share 291 bcf1 2,500 80 2C Resources:…
PATHWAY TO COMMERCIALISATION Pilot programme will complete the value chain and prove sustainable reservoir productivity First gas from Sanjiaobei in 2014 with Linxing (West) in mid-2015 Initially 29 wells are planned to be…
STRONG STRATEGIC PARTNERSHIPS MIE (MIE Holdings Corporation) Strategic Partner with a proven track record of working under Chinese regulatory system Successful execution of three ODP approvals in China Other operations in…
CLOSING THE VALUATION GAP US851m US2,314m Current trading metrics2 China Aus list SEH peers peers US/2P 4.41 7.25 16.50 US/2P + 2C 0.94 6.59 5.87 US753m US1,463m US57m US710m US653m Market capitalisation at A0.19…
STRATEGIC FOCUS Current Future Pilot Production & Corporate Focus Develop Full Field Ramp-up Submit CRRs & Operational Focus Update Reserves ODP Approvals Maximise Single Optimise Full Field Technology Focus Well…
2014 - 2015 PRIORITIES Q4 2014 Second horizontal well test results October Sanjiaobei gas sales agreement November First gas from Sanjiaobei project November Submit CRRs for Sanjioabei and Linxing West December Linxing East…
CONTACTS For more information, please contact: Glenn Corrie Chief Executive Officer Our latest announcements and presentations +86 10 8458 3001 can be found on our website: gcorriesinogasenergy.com www.sinogasenergy.com…
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