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The New Millennium Gold Rush – Duvernay Oil Corp

Duvernay Oil Corp · Jun 1, 2013 · 42 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. The New Millennium Gold Rush – Duvernay Oil Corp – slide 1
    DUVERNAY SHALE The New Millennium Gold Rush Wendy Smith Low Managing Director BMO Capital Markets A&D Advisory June 2012 *Well counts and Crown land-sale results are accurate to June 6th, 2012
  2. The New Millennium Gold Rush – Duvernay Oil Corp – slide 2
    Why the Duvernay The Duvernay Shales have been credited as the source rock for many of the large Devonian oil and gas pools in Alberta, including the most famous - The Leduc Field discovered in 1947 With the successful development of…
  3. The New Millennium Gold Rush – Duvernay Oil Corp – slide 3
    Duvernay Shale Source Rock and Reservoir Duvernay Shale Basin Lithofacies Map The Duvernay was deposited in a broad Approximate marine setting as a basin-filling shale, Edge Gas Window surrounded by and coeval with the Grande…
  4. The New Millennium Gold Rush – Duvernay Oil Corp – slide 4
    What is special about the Duvernay Shale Lithology fine-grained and silica (quartz) rich. Attributes of a Successful Shale Play Fine-grained rocks have increased total surface area Attribute Desired Duvernay which equates to higher…
  5. The New Millennium Gold Rush – Duvernay Oil Corp – slide 5
    Large Regional Resource with an Estimated 750 Tcf in the Liquid-Rich Gas Window Kaybob, Edson and Pembina Wet Gas Fairway The approximate oil and gas edges are Kaybob Swan Hills derived from thermal maturity isotherms Platform Wet…
  6. The New Millennium Gold Rush – Duvernay Oil Corp – slide 6
    Areally Extensive and Thick 50 m (avg) Interval Over 280 km from North to South Regional Stratigraphic Cross Section 280 km of Duvernay from Kaybob to Pembina Celtic 15-33-060-20W5 CNRL 01-03-052-17W5 ConocoPhillips…
  7. The New Millennium Gold Rush – Duvernay Oil Corp – slide 7
    Vitrinite Reflectance Provides Boundaries for the Liquid Rich Fairway Overpressured Duvernay Wet Gas Fairway Where vitrinite isotherms are between 1.0 and 14-16-062-21W5 1.8, the Duvernay is within the wet gas window for hydrocarbon…
  8. The New Millennium Gold Rush – Duvernay Oil Corp – slide 8
    The Duvernay is Overpressured, Positively Impacting Deliverability and Storage Duvernay Pressure vs Depth Thermal Maturation Pressure (kPa) 75 0 10,000 20,000 30,000 40,000 50,000 60,000 70,000 0 0.60 Peak 15-33-060-20W5 Oil…
  9. The New Millennium Gold Rush – Duvernay Oil Corp – slide 9
    Land Rush Began in 2009 at Kaybob with an Estimated 1.8B Spent to Date Crown Land Sales Price Thermometer Map Nine very large blocks were sold in Q4-2009 at 2,500+/ha (pink & red blocks indicated Q3-2010 on map). All nine were…
  10. The New Millennium Gold Rush – Duvernay Oil Corp – slide 10
    Kaybob Tightly Held Land Base with Numerous Active Operators 45 Wells Drilled or Drilling and 16 Licensed Well Counts by Operator New Duvernay players trying to enter at Kaybob must Celtic 12 either acquire or joint venture with…
  11. The New Millennium Gold Rush – Duvernay Oil Corp – slide 11
    Kaybob Activity Focused in the Wet Gas Window Duvernay Well Locations by Operator Duvernay rights are very tightly held in the area, and a very large portion of the rights are held in broker name. This makes it problematic to…
  12. The New Millennium Gold Rush – Duvernay Oil Corp – slide 12
    Kaybob Drilling Results an Estimated 430MM Spent to Date on Drilling First Well Tested in the Oil Window Current Activity Map and Drilling Results Celtic/Yoho 4 102/13-22-062-21W5 AOC 102/07-18-064-17W5 Yoho/Celtic…
  13. The New Millennium Gold Rush – Duvernay Oil Corp – slide 13
    Pembina The Rush Continues with 1.4B Spent to Date at Land Sales Crown Land Sales Price Thermometer Map At Pembina, land sale activity for Duvernay Crown PNG began to heat up in Q4-2010 about a year Q4-2010: seven after it began at…
  14. The New Millennium Gold Rush – Duvernay Oil Corp – slide 14
    Pembina Big Dollars for Big Leases Lease Size Increased in Q4 2010 1.4 Billion Spent Since Q4 2009 700 700 2009 2010 2011 2012 2009 2010 2011 2012 629 629 Sections Sold ( 4,789/ha ) Lease Size (sections) 600 ( avg /ha ) 600…
  15. The New Millennium Gold Rush – Duvernay Oil Corp – slide 15
    Pembina Activity Operators Beginning to Drill With 11 Wells Drilled or Drilling and 7 Licensed Well Counts by Operator As with Kaybob much of the activity surrounds Encana 4 multinational oil companies/large caps such as…
  16. The New Millennium Gold Rush – Duvernay Oil Corp – slide 16
    Pembina Activity Encana, Sinopec/Daylight and ConocoPhilips Most Active Duvernay Well Locations by Operator ConocoPhillips drilled the first Pembina Duvernay wells beginning with a vertical/horizontal pair in Township Antelope…
  17. The New Millennium Gold Rush – Duvernay Oil Corp – slide 17
    Pembina Drilling Results with an Estimated 110MM Spent on Drilling Current Activity Map and Drilling Results Initial indications are that the gas may be 07-03-047-11W5 leaner at Pembina than at Kaybob 7,541 psi static gradient…
  18. The New Millennium Gold Rush – Duvernay Oil Corp – slide 18
    Edson the Newest Subdivision in the Duvernay Resource Play Crown Land Sales Price Thermometer Map 408MM spent to date focused in Crown Sales since Q4 2009 less than 1,000/ha central Edson 1,000 - 2,500/ha 2,500 - 5,000/ha 5,000 -…
  19. The New Millennium Gold Rush – Duvernay Oil Corp – slide 19
    Edson Three Duvernay Wells Testing the Play Duvernay Well Locations by Operator In July of last year, Angle Energy drilled a vertical Duvernay test well at /HJHQG 'XYHUQD DQG GHHSHU 04-36-052-17W5, which is confidential 5R FRQWURO…
  20. The New Millennium Gold Rush – Duvernay Oil Corp – slide 20
    Clash of the Titans Disclosed Operator Positions Within Study Area Duvernay Players The table lists all operators with Operated Well count Duvernay well licenses or drills Active Players in Study in Study in the study areas of…
  21. The New Millennium Gold Rush – Duvernay Oil Corp – slide 21
    What to Watch for At Kaybob Year of Results At Kaybob it will be a year of data results as the first wells drilled have their data enter the public domain. This will help to establish both liquid content, deliverability and economics…
  22. The New Millennium Gold Rush – Duvernay Oil Corp – slide 22
    Appendices 22
  23. The New Millennium Gold Rush – Duvernay Oil Corp – slide 23
    Angle Energy Inc. May 2012 23
  24. The New Millennium Gold Rush – Duvernay Oil Corp – slide 24
    Athabasca Oil Corp. Feb 2012 April 2012 Press Release Kaybob East Athabascas horizontal well at 102/07-18-064-17W5 is the first reported horizontal Duvernay oil well in the Province of Alberta. The 1,237 metre horizontal leg in…
  25. The New Millennium Gold Rush – Duvernay Oil Corp – slide 25
    Bellatrix Exploration Ltd. April 2012 25
  26. The New Millennium Gold Rush – Duvernay Oil Corp – slide 26
    Bonavista Energy Corp. May 2012 May 2012 Press Release Emerging Opportunities Bonavistas first vertical Duvernay well, which was drilled and cored in the fourth quarter of 2011, was completed in the first quarter of 2012. The…
  27. The New Millennium Gold Rush – Duvernay Oil Corp – slide 27
    Celtic Exploration Ltd. June 2012 27
  28. The New Millennium Gold Rush – Duvernay Oil Corp – slide 28
    Chinook Energy Inc. June 2012 28
  29. The New Millennium Gold Rush – Duvernay Oil Corp – slide 29
    Delphi Energy Corp. May 2012 29
  30. The New Millennium Gold Rush – Duvernay Oil Corp – slide 30
    Encana Corporation June 2012 30
  31. The New Millennium Gold Rush – Duvernay Oil Corp – slide 31
    Enerplus Corp. May 2012 31
  32. The New Millennium Gold Rush – Duvernay Oil Corp – slide 32
    Guide Exploration Ltd. April 2012 32
  33. The New Millennium Gold Rush – Duvernay Oil Corp – slide 33
    Mako Energy April 2012 33
  34. The New Millennium Gold Rush – Duvernay Oil Corp – slide 34
    Sonde Resources January 2012 34
  35. The New Millennium Gold Rush – Duvernay Oil Corp – slide 35
    Talisman Energy June 2012 35
  36. The New Millennium Gold Rush – Duvernay Oil Corp – slide 36
    Terra Energy Corp. January 2012 36
  37. The New Millennium Gold Rush – Duvernay Oil Corp – slide 37
    Trilogy Energy Corp. April 2012 37
  38. The New Millennium Gold Rush – Duvernay Oil Corp – slide 38
    Yangarra Resources Ltd. June 2012 38
  39. The New Millennium Gold Rush – Duvernay Oil Corp – slide 39
    Yoho Resources April 2012 39
  40. The New Millennium Gold Rush – Duvernay Oil Corp – slide 40
    Additional Disclosed Positions Duvernay Duvernay Players Most of the players, especially with Other Duvernay Players Disclosed Land Position Strike Areas extensive lands exposed to the play, Birchcliff 196 net sections (125,696 net…
  41. The New Millennium Gold Rush – Duvernay Oil Corp – slide 41
    Team Biographies Continued Additional Acquisitions & Divestitures Advisory Team Members Joyce Kennedy Ryan Twa Kathleen Dixon Steve Kehoe Vice President Vice President Associate Associate A&D Advisory A&D Advisory A&D Advisory group…
  42. The New Millennium Gold Rush – Duvernay Oil Corp – slide 42
    Team Biographies Continued Additional Acquisitions & Divestitures Advisory Team Members Mandy Edwards Jennifer McQueen A&D Coordinator Desktop Specialist A&D Advisory group A&D Advisory group +1 403 515 1581 +1 403 515 1578…

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