Key E&P themes for 2015 Oil price direction Industry costs and returns Mergers and acquisitions Winning strategic themes Key E&P themes for 2015 www.riscoenergy.com January 27th, 2015 1
A rapid oil price recovery: top performing oil and gas strategic themes Price performance March 2009 to May 2010 Note: (1) Performance does not include dividends. (2) 24 strategic themes tracked in total with worst performer…
A gradual oil price recovery: top performing oil and gas strategic themes Price performance Jan 2004 to May 2008 Note: (1) Performance does not include dividends. (2) 24 strategic themes tracked in total with worst performer…
Additional slides Key E&P themes for 2015 www.riscoenergy.com January 27th, 2015 4
Increased cash holdings in last six years Cash on balance sheet by strategic theme (2009 vs last reported) (USbn) Note: (1) Cash as reported. (2) 24 strategic themes tracked in total. Source: Bloomberg, Risco Energy Key E&P themes…
Increased cash holdings in last six years % increase in cash on balance sheet by strategic theme (2009 vs last reported) Note: (1) Cash as reported. (2) 24 strategic themes tracked in total. Source: Bloomberg, Risco Energy Key E&P…
Net debt to equity has increased in last six years Net debt to equity by strategic theme (2009 vs last reported) Note: (1) As reported. (2) 24 strategic themes tracked in total. Source: Bloomberg, Risco Energy Key E&P themes for…
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