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TWP Montreal Energy Conference – Peyto Exploration & Development Corp

Peyto Exploration & Development Corp · Jun 11, 2010 · 25 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. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 1
    TWP Montreal Energy Conference June 11, 2010 TSX: PEY.UN www.Peyto.com Current Distribution: 0.12/month 121,059,946 units outstanding 9.9% yield on June 7/10 closing
  2. TWP Montreal Energy Conference – 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. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 3
    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…
  4. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 4
    Peytos Deep Basin Focus M lti l V Multiple Vertical ti l /H /Horizontal i t lTTargets t Sundance Area Reservoirs 12 4 6/18/2010
  5. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 5
    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…
  6. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 6
    The Peyto Strategy M i - Industry Margins I d t Comparison C i Q1 2010 80% 20 70% 18 s (/boe) 16 argin 60% 14 Operating Ma erating Costs 50% 12 40% 10 Q1 2010 O 8 Q1 2010 Ope 30% 6 20% 4 10%…
  7. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 7
    The Peyto Strategy Th New The N M Margins i Total Peyto Revenue 84% Gas 16% Liquids TWP (new drilling) Peyto Q1 2010 Unhedged Cardium Hztl Wilrich/Notikewin Hztl 4.89/GJ (Ave AECO daily/monthly) 5/GJ 5.71/mcf / ((17% up p…
  8. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 8
    Cardium Resource Play Li id Ri Liquids Rich h Peyto 00/021505521W5/0 Cardium 1,000 200 oduction (bblss, boes) 900 180 Natural Gas 800 160 Liquids d 700 LGR (bbl/mmcf) 140 600 120 mmcf) Wellhead Pro LGR…
  9. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 9
    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…
  10. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 10
    Cardium Resource Play P Payout t Analysis A l i per TWP 4.0 3.5 3.2 BCFe EUR for 4.9 million Cardium Hz (D&C, E&T, Seismic, Land & Facilities, less credit) 3.0 00/021505521W5/0 Cardium HZ (1329m) All in Costs (000s) 00/08…
  11. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 11
    Notikewin Resource Play P Payout t Analysis A l i per TWP 4.5 4.1 BCFe EUR for 4.5 million Notikewin Hz (D&C,E&T,Seismic, Land & Facilities, less credit) 4.0 3.5 00/140305521W5/0 Notikewin HZ (963m) All in Costs ((000s))…
  12. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 12
    Wilrich Resource Play P Payout t Analysis A l i per TWP 5.0 4 4 BCFe EUR for 4 8 million WilrichHz (D&C,E&T,Seismic, Land & Facilities, less credit) 4.4 BCFe EUR for 4.8 million WilrichHz (D&C E&T Seismic Land & Facilities less…
  13. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 13
    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…
  14. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 14
    Sundance Notikewin Horizontals Undeveloped Opportunities Peyto 6-27-54-22W5 Notikewin Horizontal On Production Jan 30/10 T56 Peyto HZ Ntkn Locations (29) Peyto 14-7-56-17W5 HZ Drilled (1 Gross, 1 Net) Notikewin Horizontal HZ…
  15. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 15
    Wilrich Horizontal Development U d Undeveloped l dOOpportunities t iti Peyto 13-25-55-20W5 Peyto 14-05-56-20W5 Wilrich Horizontal R.22 Wilrich Horizontal R.21 R.20W5 On Production Sep 23/09 On Production Mar 25/10 Peyto HZ…
  16. TWP Montreal Energy Conference – 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. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 17
    Turning Upside into Value P t Full-Cycle Peyto F ll C l G Gas S Supply l CCostt 2009 Low Cost Producer 100% Revenue 90% 80% Cash+FDA PP (/boe) / Total R 70% 60% 50% (/boe) 40% 30% 10 20% 10 Total…
  18. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 18
    The Peyto Strategy Hi hR High t Returns on C it l and Capital dE it Equity 60% 250 50% 41% 200 Ave ROE 40% 150 30% 21% Ave 100 ROCE 20% 50 10% 0% 0 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010…
  19. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 19
    Appendix Quarterly Track Record Distribution History Gas Marketing g Hedging Strategy Reserves data volumes, values Tax Pools 19 6/18/2010
  20. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 20
    Quarterly Track Record 2010 2009 2008 Q1 Total Q4 Q3 Q2 Q1 Total Q4 Q3 Q2 Operations Production Oil & NGLs (bbl/d) 3,330 3,028 3,222 2,916 2,950 3,022 3,265 3,207 3,199 3,226 Natural gas (mcf/d) 103,934 92,718 95,467 89,259 90,191…
  21. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 21
    Distribution History Monthly Distribution 0.20 0.15 0.10 0.05 0.00 Monthly Distribution 21 Historical Per Unit and Units Outstanding numbers have been adjusted to reflect the May 27, 2005 2:1 stock…
  22. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 22
    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…
  23. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 23
    Peytos Reserves V l Volumes Natural Gas Sales Gas Liquids & Oil Category (BCF) (Mstb) BOE's(Mstb) Proven Producing 497 15,801 98,573 Proven Non-Producing 15 374 2,913 Proven Undeveloped 242 7,116 47,372 Total Proven 753…
  24. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 24
    Peytos Reserves N t Present Net P t Value V l Variable Price Economics NPV (millions of CDN dollars) Category 0% 5% 8% 10% Proven Producing 4,655 4 655 2,389 2 389 1,825 1 825 1,578 1 578 Proven Non-Producing 140 68 49…
  25. TWP Montreal Energy Conference – Peyto Exploration & Development Corp – slide 25
    Tax Pools Peyto Year End Tax Pools 800 700 600 500 ons Millio 400 300 200 100 - 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010F UCC (25%) CEE (100%) CDE (30%) COGPE (10%) CAPEX 25 6/18/2010

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