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Corporate Presentation 2013 – Linc Energy Ltd.

Linc Energy Ltd. · Dec 1, 2013 · 90 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 2013 – Linc Energy Ltd. – slide 1
    Corporate Presentation 2013
  2. Corporate Presentation 2013 – Linc Energy Ltd. – slide 2
    Peter Bond Managing Director and CEO
  3. Corporate Presentation 2013 – Linc Energy Ltd. – slide 3
    Adam Bond President Clean Energy
  4. Corporate Presentation 2013 – Linc Energy Ltd. – slide 4
    Clean Energy The Past 12 Months
  5. Corporate Presentation 2013 – Linc Energy Ltd. – slide 5
    The Past 12 Months Clean Energy First Commercial UCG Agreement signed Growth in pipeline of several commercial UCG partnerships internationally First revenue generated within Clean Energy division World leading standard of UCG…
  6. Corporate Presentation 2013 – Linc Energy Ltd. – slide 6
    UCG Commercialisation Strategy Clean Energy Long on coal, short on gas / liquid fuel Strong commercial proposition Strong government and regulatory support Strategic partner in the region
  7. Corporate Presentation 2013 – Linc Energy Ltd. – slide 7
    Clean Energy Europe
  8. Corporate Presentation 2013 – Linc Energy Ltd. – slide 8
    LLC YakutMinerals Clean Energy Services Agreement and LoI executed in June 2013 Assess potential for UCG and GTL in North Eastern Russia Key drivers: Reliable and long term supply of clean diesel into Chukotka Currently paying…
  9. Corporate Presentation 2013 – Linc Energy Ltd. – slide 9
    LLC YakutMinerals Clean Energy
  10. Corporate Presentation 2013 – Linc Energy Ltd. – slide 10
    LLC YakutMinerals Clean Anadyr Energy
  11. Corporate Presentation 2013 – Linc Energy Ltd. – slide 11
    LLC YakutMinerals Clean Prospective UCG site near Anadyr Energy
  12. Corporate Presentation 2013 – Linc Energy Ltd. – slide 12
    Poland Clean Energy Exploration Program Status Linc Energy commenced exploration drilling program in September 2012 First phase of program completed in Q3 2013
  13. Corporate Presentation 2013 – Linc Energy Ltd. – slide 13
    Poland Clean Actively engaged with the highest levels of the Polish Government, Energy encouraged by response Current annual natural gas demand in Poland is approx. 15bn Nm3 Approx. 11bn Nm3 currently imported Potential to…
  14. Corporate Presentation 2013 – Linc Energy Ltd. – slide 14
    Poland Clean Energy
  15. Corporate Presentation 2013 – Linc Energy Ltd. – slide 15
    D.TEK Oil & Gas Clean Energy Agreement signed in November 2012 to assess UCG to SNG near Donetsk, Ukraine Significant opportunity to enhance energy independence in Ukraine Several of D.TEKs coal resources currently under…
  16. Corporate Presentation 2013 – Linc Energy Ltd. – slide 16
    D.TEK Oil & Gas Clean Energy
  17. Corporate Presentation 2013 – Linc Energy Ltd. – slide 17
    Clean Energy Africa
  18. Corporate Presentation 2013 – Linc Energy Ltd. – slide 18
    Exxaro Clean Energy First commercial UCG agreement with Exxaro - 30 May 2013 First project expected to be power generation Concept engineering underway Bankable feasibility study targeted for mid-2015 Performance testing…
  19. Corporate Presentation 2013 – Linc Energy Ltd. – slide 19
    Exxaro Clean Energy
  20. Corporate Presentation 2013 – Linc Energy Ltd. – slide 20
    Clean Energy Americas
  21. Corporate Presentation 2013 – Linc Energy Ltd. – slide 21
    Wyoming Clean Energy G6 Licence application deemed complete by WDEQ Sept 13 Proposal meets US Federal and State based regulatory requirements for UCG Major achievement for Wyoming and Brisbane Clean Energy Team Timing of G6…
  22. Corporate Presentation 2013 – Linc Energy Ltd. – slide 22
    Alaska Clean Energy Undertook market sounding in Anchorage Continuing to assess local gas supply to power plant Also assessing sizeable SNG project (with export potential)
  23. Corporate Presentation 2013 – Linc Energy Ltd. – slide 23
    Clean Energy Asia
  24. Corporate Presentation 2013 – Linc Energy Ltd. – slide 24
    Asia Clean Energy Asia represents largest global coal gasification opportunity 30.3 bn Nm3 of SNG from surface coal gasification either commissioned or under construction in China alone (Source: Nomura China Gasification report,…
  25. Corporate Presentation 2013 – Linc Energy Ltd. – slide 25
    Clean Energy Australia
  26. Corporate Presentation 2013 – Linc Energy Ltd. – slide 26
    Australia Clean Energy Independent Scientific Panel Report (ISP) released Cease operations at Chinchilla after 14 successful years Focus of Chinchilla now on decommissioning and rehabilitation Ongoing lack of Queensland Government…
  27. Corporate Presentation 2013 – Linc Energy Ltd. – slide 27
    Clean Energy The Next 12 Months
  28. Corporate Presentation 2013 – Linc Energy Ltd. – slide 28
    The Next 12 Months Targets Clean Energy Conversion of Screening Studies into Licence Agreements Advance our first UCG project in Poland Identify first UCG project in China Further enhancement of project pipeline into key regions…
  29. Corporate Presentation 2013 – Linc Energy Ltd. – slide 29
    Scott Broussard President Oil & Gas
  30. Corporate Presentation 2013 – Linc Energy Ltd. – slide 30
    Conventional Oil & Gas Oil Conventional oil & gas assets across three core areas in the U.S. Gulf Coast, Wyoming and Alaska & Gas Key highlights Conventional O&G reserve base(1)(2)(3) High quality, oil levered, Umiat P3 conventional…
  31. Corporate Presentation 2013 – Linc Energy Ltd. – slide 31
    Gulf Coast Region Oil & Gas
  32. Corporate Presentation 2013 – Linc Energy Ltd. – slide 32
    Gulf Coast Oil Asset overview Summary statistics & Gas Primary Gulf Coast oil fields are associated with salt Total Proved Reserves(1) 12.9 mmboe domes or salt related structures Percent Oil: 96% Production from stacked reservoirs…
  33. Corporate Presentation 2013 – Linc Energy Ltd. – slide 33
    Oil Production Economics Oil Illustrative EBITDAX Margin Calculation1 & Gas Oil Price (/BBL) 100 Production Growth Drives EBITDAX Growth Less: Operating Expenses (/BBL) LOE (14) 1,000 gross BOPD can generate Workover (5)…
  34. Corporate Presentation 2013 – Linc Energy Ltd. – slide 34
    Typical Salt Dome Structure Oil Barbers Hill salt dome structure Typical log & Gas Source: ERG, Linc Energy.
  35. Corporate Presentation 2013 – Linc Energy Ltd. – slide 35
    Barbers Hill / Cedar Point Comparison Oil Barbers Hill Field Cedar Point Field & Gas
  36. Corporate Presentation 2013 – Linc Energy Ltd. – slide 36
    Cedar Point vs. Barbers Hill Decline Curve Oil & Gas Typical Cedar Point Well (Vertical)1 Typical Barbers Hill Well2 1,000 1,000 100 100 Gross BOPD Gross BOPD 10 10 1 1 Year 1 2 3 Year 1 2 3 1.…
  37. Corporate Presentation 2013 – Linc Energy Ltd. – slide 37
    Cedar Point Onshore Facility Oil & Gas
  38. Corporate Presentation 2013 – Linc Energy Ltd. – slide 38
    Parker Rig 51B Drilling Oil Cedar Point Well & Gas
  39. Corporate Presentation 2013 – Linc Energy Ltd. – slide 39
    Miss Betty Support Vessel at Oil Cedar Point Production Platform & Gas
  40. Corporate Presentation 2013 – Linc Energy Ltd. – slide 40
    Umiat Oil & Gas
  41. Corporate Presentation 2013 – Linc Energy Ltd. – slide 41
    201314 Proposed Winter Drilling Oil Plan & Development Schedule & Gas Winter Drilling Build snow roadPlan and infield ice roads Drill and test two horizontal wells (23H and 25) Mobilise Kuukpik 5 rig from Seabee pad to 23H location…
  42. Corporate Presentation 2013 – Linc Energy Ltd. – slide 42
    Steiger Hauling Equipment Oil & Gas
  43. Corporate Presentation 2013 – Linc Energy Ltd. – slide 43
    L-382 Hercules Aircraft Oil Offloading Supplies at Umiat & Gas
  44. Corporate Presentation 2013 – Linc Energy Ltd. – slide 44
    Mile Marker 10 Oil & Gas
  45. Corporate Presentation 2013 – Linc Energy Ltd. – slide 45
    Wyoming Overview Oil Asset overview Summary statistics & Gas Estimated recoverable oil reserves of 80 mmbbl of oil Total 3P reserves(1): 67.6 mmboe using CO2 EOR strategy from Big Muddy and South Percent Oil: 100% Glenrock fields(1)…
  46. Corporate Presentation 2013 – Linc Energy Ltd. – slide 46
    Don Schofield President SAPEX
  47. Corporate Presentation 2013 – Linc Energy Ltd. – slide 47
    SAPEX Limited SAPEX Wholly-owned subsidiary of Linc Energy Contains all Linc Energy assets in South Australia: 11 - Petroleum Exploration Licences (PELs) 1 - Petroleum Exploration Licence Applications (PELA) 9 - Exploration…
  48. Corporate Presentation 2013 – Linc Energy Ltd. – slide 48
    Acreage Position SAPEX
  49. Corporate Presentation 2013 – Linc Energy Ltd. – slide 49
    SAPEX
  50. Corporate Presentation 2013 – Linc Energy Ltd. – slide 50
    Arckaringa Shale Gas & Shale Oil SAPEX World Class Potential Total acreage position covers 16 million contiguous acres, representing 80% of the Arckaringa Large contiguous position provides greater flexibility and optionality for…
  51. Corporate Presentation 2013 – Linc Energy Ltd. – slide 51
    Deep and Thick Shale Zones SAPEX
  52. Corporate Presentation 2013 – Linc Energy Ltd. – slide 52
    Arckaringa Basin Shale SAPEX Deep areas have most potential Approx. 3.5 million acres of sweet spots
  53. Corporate Presentation 2013 – Linc Energy Ltd. – slide 53
    Shale Oil Core SAPEX
  54. Corporate Presentation 2013 – Linc Energy Ltd. – slide 54
    Hydrocarbon Zone Maps SAPEX Estimated depth to hydrocarbon zones: Oil Zone Condensate Zone Gas Zone
  55. Corporate Presentation 2013 – Linc Energy Ltd. – slide 55
    Prospective Resource Summary Shale Gas and Shale Oil SAPEX Unrisked Prospective Resources - Best Estimate Basis (P50) BOE TCF MMBBL (Billions) Oil (MMBBL) 20,915 20.9 Gas (TCF) 245 40.8 Condensate (MMBBL) 30,578 30.6 Solution…
  56. Corporate Presentation 2013 – Linc Energy Ltd. – slide 56
    Exploration Program 2014 - 2015 SAPEX 2D Seismic in the Arckaringa Basin Coring program in Arckaringa Basin
  57. Corporate Presentation 2013 – Linc Energy Ltd. – slide 57
    Next Exploration Phase SAPEX Additional cores from hydrocarbon zones Extensive technical analysis of core Additional 2D and 3D seismic surveys Test all producible hydrocarbon zones Develop stimulation strategy Pilot horizontal…
  58. Corporate Presentation 2013 – Linc Energy Ltd. – slide 58
    Deep Core Drilling SAPEX Test all producible hydrocarbon zones discovered in drilling Example of drilling rig set up to core max depth to 2500m
  59. Corporate Presentation 2013 – Linc Energy Ltd. – slide 59
    Proposed Well 1305 84-XEX SAPEX 84-XEX Boorthanna Formation Hydrocarbon Zone Map
  60. Corporate Presentation 2013 – Linc Energy Ltd. – slide 60
    Seismic Surveys in Arckaringa Basin SAPEX Fairfield Z-nodal system Vibrator trucks traveling between locations on an Arckaringa station road
  61. Corporate Presentation 2013 – Linc Energy Ltd. – slide 61
    Layout- proposed 3D seismic SAPEX survey of Maglia-1 oil show
  62. Corporate Presentation 2013 – Linc Energy Ltd. – slide 62
    Acreage Position SAPEX
  63. Corporate Presentation 2013 – Linc Energy Ltd. – slide 63
    Eromanga Basin PEL 568 & 569 SAPEX Results of 2013 Gravity Survey Predicted depth to Base of Permian sediments
  64. Corporate Presentation 2013 – Linc Energy Ltd. – slide 64
    Community Engagement SAPEX Community Engagement Traditional Owners Pastoral Lease Holders Nearby towns and communities Health Safety and Environment Infrastructure Planning
  65. Corporate Presentation 2013 – Linc Energy Ltd. – slide 65
    SAPEX Goal: SAPEX Toward Commercial Development
  66. Corporate Presentation 2013 – Linc Energy Ltd. – slide 66
    Michael Mapp President Coal
  67. Corporate Presentation 2013 – Linc Energy Ltd. – slide 67
    NEC Introduction Linc Energy plans to divest / de-merge its Coal Division as New Emerald Coal (NEC) Linc Energy announces a VALMIN compliant valuation for the coal division of 440M(6) Once divested / de-merged NEC will be a platform…
  68. Corporate Presentation 2013 – Linc Energy Ltd. – slide 68
    Divestment Strategy Stage 1 Increase attractiveness of investment Teresa milestones Port Allocation Infrastructure Access Acquire a Producing Asset Stage 2 Access public equity market Merger with listed producing entity (Australian…
  69. Corporate Presentation 2013 – Linc Energy Ltd. – slide 69
    Blair Athol Mine Acquisition
  70. Corporate Presentation 2013 – Linc Energy Ltd. – slide 70
    Blair Athol Coal Mine
  71. Corporate Presentation 2013 – Linc Energy Ltd. – slide 71
    Blair Athol 2Mtpa Open-cut mine with 10 years of production life Abbot Point Recommencement of mining in Q2 2014 Collinsville Sonoma Railway line Railway line (proposed) Port Eastern Creek Dalrymple Bay/ Well known thermal…
  72. Corporate Presentation 2013 – Linc Energy Ltd. – slide 72
    Blair Athol Clermont Mine Blair Athol Mine
  73. Corporate Presentation 2013 – Linc Energy Ltd. – slide 73
    Project Background Coal division commenced discussions with vendor around the potential acquisition of the Blair Athol Coal mine in September 2012 On Thursday 3rd October all parties executed the Sales & Purchasing agreement We…
  74. Corporate Presentation 2013 – Linc Energy Ltd. – slide 74
    Summary Purchase of Assets Asset purchase of Blair Athol lease and licences including existing rehabilitation liability Vendor to pay NEC rehabilitation liability in staged payments from 2016 Vendor to supply equipment including a…
  75. Corporate Presentation 2013 – Linc Energy Ltd. – slide 75
    Offices and Workshops
  76. Corporate Presentation 2013 – Linc Energy Ltd. – slide 76
    1370W Dragline
  77. Corporate Presentation 2013 – Linc Energy Ltd. – slide 77
    Major Equipment 1x Hitachi EX 3600 1x CAT 16G Grader 1x 120t Crane 1x Hitachi EX 1800 1x CAT 16H Grader 6x CAT 789B Rear 2 x Komatsu HD785-5 1x CAT 950 Tyre Handler Dump Trucks Water Carts 1x CAT 994D 1x CAT 637D Scraper 24…
  78. Corporate Presentation 2013 – Linc Energy Ltd. – slide 78
    Summary Agreements & Timing CCJV to provide access to the Clermont product stockpile and loadout facilities RTCA to provide port and rail arrangements at a reduction to market rates Completion Additional deeds and agreements…
  79. Corporate Presentation 2013 – Linc Energy Ltd. – slide 79
    Mining Schedule
  80. Corporate Presentation 2013 – Linc Energy Ltd. – slide 80
    Understanding the Geology Total 4269 holes in the BA geological model 3076 holes intersected Seam 4 618 cored holes 2458 open holes 283 old cored holes + 63 new cored holes were used for working section washability…
  81. Corporate Presentation 2013 – Linc Energy Ltd. – slide 81
    Community Response Source: Central Queensland News
  82. Corporate Presentation 2013 – Linc Energy Ltd. – slide 82
    Source: The Daily Mercury
  83. Corporate Presentation 2013 – Linc Energy Ltd. – slide 83
    Remaining Coal Assets
  84. Corporate Presentation 2013 – Linc Energy Ltd. – slide 84
    Teresa 6Mtpa Long-wall Underground Mine Abbot Point Thermal and PCI products possible, with good blending properties Collinsville Total JORC Probable Marketable Reserve of Sonoma 47Mt Railway line Railway line (proposed) Port…
  85. Corporate Presentation 2013 – Linc Energy Ltd. – slide 85
    Teresa
  86. Corporate Presentation 2013 – Linc Energy Ltd. – slide 86
    NEC Assets Great Northern Leases Drummond Leases Blair Athol Mine Teresa Project Biloela Leases Dalby Leases Rathdowney Leases
  87. Corporate Presentation 2013 – Linc Energy Ltd. – slide 87
    Growth - Turnaround Acquisitions Current market provides the opportunity to acquire producing and late stage development assets from major coal producers Blair Athol establishes credibility Potential to generate cost reductions by using…
  88. Corporate Presentation 2013 – Linc Energy Ltd. – slide 88
    NEC Highlights Low risk: Cash flow early Producer, acquirer and developer of production Strong, proven operational management team Large opportunity in current market: Acquisition pipeline Self-sustaining business during growth…
  89. Corporate Presentation 2013 – Linc Energy Ltd. – slide 89
    Questions linclincenergy.com
  90. Corporate Presentation 2013 – Linc Energy Ltd. – slide 90
    Direct Your Questions CLEAN ENERGY Adam Bond OIL & GAS Scott Broussard SAPEX Don Schofield COAL Michael Mapp MD/CEO Peter Bond

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