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Peters Liquid Lunch – Peyto Exploration & Development Corp

Peyto Exploration & Development Corp · Jun 1, 2010 · 37 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. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 1
    Peters Peter s Liquid Liquid Lunch Lunch June 2010 www.Peyto.com TSX: PEY.UN Current Distribution: 0.12/month 120,982,602 units outstanding 10.5% yield on May 17/10 closing
  2. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 2
    The Peyto Strategy 11 Y Year T Track kRRecord d Prospect Generation Reserves Growth NAV Growth Profit Sharing (BCFe) (NPV5 Debt Adj/Unit) 1999 2000 2001 1999 1999 2002 2000 2000 2003 2001 2004…
  3. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 3
    Com mpound Annual TTotal Return L 0% 100% 10% 20% 30% 40% 50% 60% 70% 80% 90% Largest Osisko Exploration Dec99 heaton Corp. Silver Wh Source: BMO Capital Markets Peyto Enerrgy Trust Pacific Rubialees…
  4. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 4
    The Peyto Strategy M i M Margins Matter tt 100% 90% 80% enue 70% Margin as % of Reve 74% Operating 60% Margin 50% 40% 30% 56% Profit Margin 20% 10% 0% 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009…
  5. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 5
    The Peyto Strategy M i - Industry Margins I d t Comparison C i Q1 2010 80% 18 osts (/boe) 70% 16 Q1 2010 Operating Margin 60% 14 12 Operating Co 50% 10 40% 8 30% 6 Q1 2010 O 20% 4 10% 2 0% 0…
  6. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 6
    Peytos Deep Basin Focus G Generall A Area off O ti Operations M Map 227,000 net acres R10 R8 R6 R4 R2W6 R27 R25 R235 operated R21 gas plants R19 R17 R15 R13W5 T64 750 km pipelines T64 600 producing wells C G F F CF…
  7. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 7
    Peytos Deep Basin Focus M lti l V Multiple Vertical ti l /H /Horizontal i t lTTargets t Sundance Area Reservoirs 12 7 6/18/2010
  8. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 8
    Tight Gas Resource Plays H i t l MSF Pil Horizontal Pilott P j t Projects 8 6/18/2010
  9. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 9
    Cardium Resource Play H i Horizontal t l MSF Pil Pilott 1 C di Cardium Gas G Fairway F i Pilot Project 1 Sundance Cardium 4,000 sq miles up to 65 TCF Gas in Place1 2-3 TCF developed to date E Peyto Cardium Rights 400…
  10. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 10
    Cardium Resource Play C di Cardium T Type L Log and dRReserves Volumetric Reserves AREA(Ha)= 256 (1 section) 23m Gross thickness H(m)= 15 15m Net Pay (using POROSITY(%)= 9 6% porosity cutoff) SW(%)= 18 TEMP.(Deg.C)= 80…
  11. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 11
    Cardium Resource Play Pilot Project 1 Sundance Cardium R23 R22 R21 R20 R19W5 W FFUUF F A U F U FL FU G CG F F G G C W F F C FF F F F FF D24 F U F U F F C F 24 G F 19 U F F W E 24 L G G G UV V F F F FC 21 F UG UF UF…
  12. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 12
    Cardium Resource Play N Normalized li d CCardium di P Production d ti Vertical V ti l vs. H Horizontal i t l Average Vertical Last 10 years 10,000 Average Vertical Last 5 years 2-5 times i i i l rate initial on…
  13. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 13
    Cardium Resource Play E Economic i CComparison i Vertical V ti l vs. H Horizontal i t l 8,000 Ave Cardium Vertical last 5 yrs (00/132005522W5/0) 7,000 00/021505521W5/0 Cardium HZ (1329m) 00/082205521W5/0 Cardium HZ (1043m)…
  14. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 14
    Cardium Resource Play Li id Ri Liquids Rich h Peyto 00/021505521W5/0 Cardium 1,000 200.00 oduction (bblss, boes) 900 180.00 Natural Gas 800 160.00 Liquids d 700 LGR (bbl/mmcf) 140.00 600 120.00 Wellhead Pro…
  15. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 15
    Cardium Resource Play N New D Deep G Gas D Drilling illi IIncentives ti 3,500-4,000 m MD Trigger depth for Natural Gas Deep Drilling Program 2,200 m TVD reduced from 2,500m TVD to 2,000m TVD 3,700-4,000 m MD…
  16. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 16
    Cardium Horizontal Development P t ti l L Potential Locations ti R9 R7 R5 R3 R1W6 R26 R24 R22 R20 R18 R16W5 F CF F FFF G CE G JF G FC ED F AEF AF C F G FF FCF KKGF CIK CGFCF CF D CL GC G FGFA G E G G G G CG L GF CG ECF F GF…
  17. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 17
    Sundance Cardium Horizontals Undeveloped Opportunities Peyto 8-22-55-21W5 Cardium Horizontal On Production Jan 7/10 T56 Peyto 2-15-55-21W5 Cardium Horizontal On Production Oct 8/09 Peyto HZ Cardium Locations (121) T55 HZ…
  18. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 18
    Notikewin Resource Play H i Horizontal t l MSF Pil Pilott 2 Peyto Notikewin Mineral Rights 18 6/18/2010
  19. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 19
    Notikewin Resource Play T Type L 1 Log 1-20-54-22W5 20 54 22W5 28m Gross Pay Volumetric Reserves 19m Net Pay AREA(Ha)= 256 (1 section) H(m)= 19 23m Gross Pay POROSITY(%)= 8 16m Net Pay SW(%)= 35 TEMP.(Deg.C)= 96…
  20. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 20
    Notikewin Resource Play Pilot Project 2 Greater Sundance Notikewin R23 R22 R21 R20 R19W5 U WF DV F U U F G F F C F W G E Peyto Pine Ck 14-7-56-17W5 L GG FG IC F F FF FF F U F F C G UV F G F F FVU F F F UG F F G F FF F UF…
  21. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 21
    Notikewin Resource Play N Normalized li d NNotikewin tik i P Production d ti Vertical V ti l vs. H Horizontal i t l 10,000 Average Vertical Notikewin 00/080305621W5/0 00/062705422W5/2 Notikewin HZ (943m) 00/101505422W5/0…
  22. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 22
    Notikewin Resource Play E Economic i CComparison i Vertical V ti l vs. H Horizontal i t l Average Vertical Notikewin 00/080305621W5/0 10,000 00/101505422W5/0 00/10 15 054 22W5/0 Notikewin HZ (796m) Notikewin HZ (796m) Hi h…
  23. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 23
    Wilrich Resource Play H i Horizontal t l MSF Pil Pilott 3 Nosehill Project Area Peyto Wilrich Mineral Rights 23 6/18/2010
  24. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 24
    Wilrich Resource Play T Type L 7 Log 7-5-56-20W5 5 56 20W5 Volumetric Reserves AREA(Ha)= 256 (1 section) JET 2825 H(m)= 16 FRAC 23m Gross Pay (-1578.4) POROSITY(%)= 8 16m Net Pay SW(%)= 35 TEMP.(Deg.C)= 98 PRES.(kPa)=…
  25. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 25
    Wilrich Resource Play Pilot Project 3 Nosehill Wilrich R21 R20 R19W5 F G F U 29 28 27 F 26 25 30 29 F28 K 27 26 25 30 29 28 27 26 F F C Peyto 14-05-56-20W5 F G J I EE E F F G F F G G C E Wilrich Horizontal F F CG E…
  26. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 26
    Wilrich Resource Play N Normalized li d Wilrich Wil i h Production P d ti Vertical V ti l vs. H Horizontal i t l 10,000 Average Wilrich Vertical 00/022605520W5/0 00/132505520W5/0 Wilrich HZ (1500m) 00/120505620W5/0…
  27. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 27
    Wilrich Resource Play E Economic i CComparison i Vertical V ti l vs. H Horizontal i t l 9,000 Average Wilrich Vertical 00/022605520W5/0 Average Wilrich Vertical 00/02 26 055 20W5/0 8,000 00/132505520W5/0 Wilrich HZ (1500m)…
  28. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 28
    Wilrich Resource Play H i Horizontal t lDDevelopment l tOOpportunities t iti Peyto HZ Wilrich Locations (138) HZ Wilrich On Production (2 Gross, 1.5 net) HZ Wilrich PUD Locations ((19 9ggross, oss, 18.70 8 0 Net) et)…
  29. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 29
    Other Resource Plays H i Horizontal t l MSF Pil Pilott 4 and d on 29 6/18/2010
  30. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 30
    Technical Challenges H i Horizontal t l MSF Di Directional ti l Drilling D illi Geo-steer down to Geo-Steering & Drilling Hazards avoid popping out of sand. Once out is difficult to get back down. drape Geo-steer down…
  31. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 31
    Logistical Issues S Summer vs. Wi t C Winter l ti Completions 31 6/18/2010
  32. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 32
    Tight Gas Resource Plays H i Horizontal t l MSF Pil Pilott P Projects j t Our O Conclusions C l i Its still early Results so far are veryy encouraging g g Optimization work yet to happen More zones to be tested Abilit…
  33. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 33
    Turning Upside into Value P t Full-Cycle Peyto F ll C l G Gas S Supply l CCostt 10 10 s Price (/mcffe) cf) 8 8 s Price (/mc 6 6 Cnd/mcf Before AECO Monthly Gas Realized Gas Tax Profit (46% ave) 4 4 PDP…
  34. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 34
    Full Cycle Supply Cost I d t Comparison Industry C i 2009 Low Cost Producer 100% s Cash+FDA PP (/boe) / Tottal Revenue 90% 80% 70% 60% 50% boe) (/b 40% 30% 20% Total Costs 10% 0% 34 6/18/2010
  35. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 35
    2010 Outlook Increased Capital Budget Capital p Expenditures p (225 - ( 250 million before DRC)) Drill & Re-Enter New Gas Locations (Hz and Vert.) Expand Gas Gathering & Processing Infrastructure Expand Undeveloped…
  36. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 36
    2011 Outlook Evolving Corporate Structure 500 Peyto Exploration Peyto Energy Millions Peyto Energy and Development Corp. Trust 450 Corp. 400 Growth + Growth E&P Growing Trust Optimized Profit Income E&P Sharing 350…
  37. Peters Liquid Lunch – Peyto Exploration & Development Corp – slide 37
    Gas Marketing F t Future Sales S l Financial Hedges - Gas Pricing 2009 2010 2011 2012 0-Jan-00 GJ/d (/GJ) A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M From To 1-Apr-09 p 31-Oct-09 5000 7.850 1-Nov-08…

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