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CORPORATE PRESENTATION – Arsenal Energy Inc.

Arsenal Energy Inc. · Sep 23, 2014 · 32 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. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 1
    Arsenal Energy Inc. CORPORATE PRESENTATION TSX: AEI OTC: AEYIF September 2014
  2. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 2
    Key Corporate Information Corporate Summary Current production (Boe/d) 5,000 Shares issued and outstanding (basic MM): 16.9 Production split: Light oil 45% Total insider ownership: 28% Medium oil 33% Management and Directors (basic):…
  3. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 3
    Core Areas of Operation Legend Gas Area Desan Oil Area Gas: 600 Boe/d Evi Light oil: 100 Boe/d British Columba Provost Medium oil: 800 Boe/d Exploration Blackstone Liquids rich gas Exploration North Dakota Light…
  4. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 4
    Production Growth 5,000 4,600 1,760 3,973 4,000 3,723 Production (Boe/d) 1,585 1,268 3,000 2,840 2,230 2,093 2,455 2,388 821 2,000 644 1,449 1,409 1,000 0 2010 2011 2012 2013 2014E Canada US…
  5. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 5
    Cash Flow Growth 60 3.08 per share 50 26.0 52.0 2.38 per share 40 1.99 Cash Flow (MM) 1.85 per share 26.1 37.9 per share 30 18.2 31.1 13.0 29.3 1.37 26.0 per share 20 6.5 17.9 16.3 12.9 10 11.4 11.8 0 2010…
  6. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 6
    Balanced Portfolio Stable Base Production + Low Risk Development + Exploration Upside = Growth & Sustainable Dividend Corporate Presentation September 2014 6
  7. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 7
    Stable Base Production Corporate Presentation September 2014 8
  8. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 8
    Stable Base Production Chauvin - Waterflood Reserves (Bbls) At acquisition Aug 2008 750,000 Production since acquisition (370,000) Positive revisions 328,000 December 31, 2013 708,000 Minor optimization projects Reserve…
  9. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 9
    Stable Base Production Princess Basal Mannville - Waterflood Reserves (Bbls) At acquisition Dec 31, 2010 675,000 Analogous Pools Production since acquisition (250,000) Recovery: 10% Positive revisions 164,000 December 31, 2013…
  10. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 10
    Stable Base Production Provost Cummings Y - Waterflood Reserves (Bbls) At acquisition Dec 31, 2010 807,000 Production since acquisition (135,000) Positive revisions 236,000 December 31, 2013 908,000 West side of pool to be…
  11. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 11
    Stable Base Production Desan Low Decline Reserves (Mmcf) At acquisition Dec 31, 2010 11,260 Production since acquisition (4,485) Positive revisions 753 December 31, 2013 7,530 Minor optimization projects Reserve…
  12. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 12
    Low Risk Development Corporate Presentation September 2014 13
  13. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 13
    Low Risk Development Princess, Alberta OPERATIONS Current production (Boe/d): 1,500 Average working interest: 97% 14-17 Identified locations (gross): 35 14 Day Average prod : 600 Boe/d Identified locations (net): 35 Field netback…
  14. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 14
    Detailed Economic Summary Deloitte June 30, 2014 Forecast Pricing (CAD) Basal Mannville HHH Pool Proven Developed Proven + Effective September 30, 2014 Producing Probable BOE (Mboe) WI Before Royalty 738.1 1,417.8 WI After…
  15. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 15
    Low Risk Development Princess Mannville Economics Princess Detrital Glauconite PRODUCTION AND RESERVES Initial production (30 day) (Boe/d) 318 155 Full year average production (Boe/d) 230 118 Reserves ( P+P MBoe) 194 109…
  16. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 16
    Low Risk Development Stanley, North Dakota Legend Producing Wells Allison Ann OPERATIONS IP 1,385 Bbls/d 2014 Drills Future Drills Current production (Boe/d): 1,500 Craig Allen IP 1,250 Bbls/d Net mineral acres: 4,189 Average…
  17. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 17
    Low Risk Development Lindahl, North Dakota OPERATIONS Current production (Boe/d): 500 Net mineral acres: 743 Average working interest: 7.5% 6.25% 6.30% Remaining locations (gross): 28 Remaining locations (net): 2 Field netback (/Boe):…
  18. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 18
    Low Risk Development North Dakota Bakken Economics Bakken / Three Forks Stanley & Lindahl PRODUCTION AND RESERVES Initial production (30 day) (Boe/d) 632 Full year average production (Boe/d) 267 Reserves ( P+P MBoe) 515 Decline…
  19. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 19
    Low Risk Development Three Year Drilling Inventory Gross Net Gross EUR / Development Time Frame Drill Locations: Locations Locations well (Boe) Estimate North Dakota Bakken / Three Forks 1,280 acre Stanley (oil) 17 5 515…
  20. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 20
    Exploration Upside Corporate Presentation September 2014 21
  21. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 21
    Exploration Upside Legend Oil Gas Princess, AB Undeveloped land 29,000 net acres Rennie Lake, ND Blackstone Undeveloped land 8,364 net acres Provost Blackstone, AB Undeveloped land 12,760 net acres Princess Provost, AB…
  22. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 22
    Exploration Upside Princess Mannville Land Exploration Acres undeveloped: 29,000 Seismic Existing seismic coverage 223 square km 3D 2014 seismic program: 112 square km 3D Exploration 2015 seismic program: 80 square km 3D 4…
  23. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 23
    Exploration Upside Rennie Lake Bakken/Three Forks AREA Net mineral acres Rennie Lake / Black Slough 8,364 Regional OPERATIONS permeability Average working interest: 21% Barrier Potential locations (gross): 144 Potential locations…
  24. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 24
    Exploration Upside Rennie Lake Midale AREA Net mineral acres Vermilion acquisition of Elkhorn Resources 427 MM Rennie Lake / Black Slough 8,364 OPERATIONS Average working interest: 21% Potential locations (gross): 45 Potential…
  25. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 25
    Exploration Upside Blackstone PLAY OVERVIEW VOLUMETRIC PARAMETERS CARDIUM AEI potential 2015 Porosity (%) 9 Cardium drill Water saturation (%) 25 Thickness (m) 12 Area (acres) 640 Recovery factor (%) 75 Liquid content (Bbl/MMcf) 50…
  26. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 26
    Growth & Sustainable Dividend BOED Arsenal Energy Inc. Volume Profile 6,000 5,000 4,000 3,000 2,000 1,000 - Volume Profile Base Equal Acq 2011 Increm 2012 Increm 2013 Increm 2014 Increm Corporate…
  27. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 27
    Growth & Sustainable Dividend Estimated 2014 Payout Ratio 80% Payout Ratio Yield E Debt/Cash Flow 70% Arsenal 9.1% 3.0% 1.4 Group average 34.1% 6.7% 1.8 60% 2014 E Payout Ratio 50% 40% 30% 20% 10% 0%…
  28. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 28
    Summary Stable Base Production Growth & Sustainable Dividend Decline rate of approximately 10% on half of Companys production base Balanced portfolio of base production, Overall corporate decline rate of approximately 25% low risk…
  29. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 29
    Appendix Corporate Presentation September 2014 30
  30. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 30
    Hedging Information HEDGES ( as at September 01, 2014) Cdn. 2014 - 2,000 Bbl/d 99.31 Q1 2015 - 2,000 Bbl/d 103.27 Q2 2015 - 1,500 Bbl/d 102.25 Q3 2015 - 1,000 Bbl/d 101.90 Corporate Presentation September 2014 31
  31. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 31
    Corporate Information Officers and Directors Independent Reserve Engineers Senior Management Deloitte LLP Neil MacKay, Tony van Winkoop Banks Chairman of the Board President and CEO ATB Corporate Financial Services Tony van Winkoop…
  32. CORPORATE PRESENTATION – Arsenal Energy Inc. – slide 32
    Contact Information ARSENAL ENERGY INC. Suite 1900, 639-5th Avenue SW Calgary, AB, Canada T2P 0M9 Main Office 403.262.4854 Fax 403.265.6877 infoarsenalenergy.com irarsenalenergy.com www.arsenalenergy.com STOCK SYMBOL TSX AEI…

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