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First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp

Peyto Exploration & Development Corp · Mar 11, 2010 · 27 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. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 1
    First Energy Capital - Canadian Energy Conference March 11, 2010 (New York) Peyto Energy Trust An Alberta-Based Natural Gas 1 PEY-UN (TSX) Exploration and Production Company 3/24/2010 www.peyto.com
  2. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 2
    Presentation Outline Background Information Track Record Review of 2009 Results 2010 Looking g Forward Assets Activities & Plans 3 3/24/2010
  3. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 3
    Background Information General Founded in 1998 Concentrated and Disciplined Strategy Geographical g p Focus Alberta Deepp Basin Reservoir Focus Areally Extensive Low Permeability Cretaceous Sandstones Fluid Focus Sweet Gas,…
  4. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 4
    Background Hi t i l O Historical Overview i Investment Results Investment Input 1 billion of cumulative distributions 504 million of cumulative C Compound dR t Return: 18%/ 18%/yr (since mid 2003) share capital Asset Value: 3.8…
  5. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 5
    The Peyto Strategy 11 Y Year T Track kRRecord d Prospect Generation Reserves Growth (Bcf) NAV Growth (NPV5 Profit Sharing Debt Adj/Unit) 1999 2000 2001 1999 1999 2002 2000 2000 2003 2001 2004…
  6. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 6
    2009 in Review Overall Performance 25,000 Production growth to 19022 17982 17793 19133 20,000 boed by year end. Production 20,000 15 000 15,000 BOED D Gas (boed) 16,000 15,032 14,877 15,911 10,000 Liq (Bld) 5,000…
  7. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 7
    2009 in Review Reinvestment Effectiveness Capital Reinvestment Modest program of 72.7 million (36% of C.F.) 26.1 net wells drilled (spud), 22.1 net onstream 22.4 net vertical wells 3.7 net (5 gross) MSF horizontal wells (1.7 net…
  8. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 8
    Background Deep Basin Focus Vancouver 2010 R11 R6 R1W6 R23 R18 R13W5 T63 F F F F F F FF F F Cutbank T63 F FF Chicken EE FF F F F F Kakwa F F F FF FF F F F F FF F F FF CF F F FF F F F F G…
  9. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 9
    2010 Looking Forward Current Performance R10 R8 R6 R4 R2W6 R27 R25 R23 R21 R19 R17 T65 Company Production T65 126.6 MMcfed S k /K k Smoky/Kakwa 21,100 Boed 18.6 MMcfed Operate 98% of production Cutbank 3,100 Boed Avg WI 80%…
  10. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 10
    Peytos Deep Basin Focus R ReservoirTargets iT t Sundance Area Reservoirs 15+ 11 3/24/2010
  11. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 11
    2010 Looking Forward Corporate Asset Overview Before Tax Net Present Value (millions) NAV-PV8 RLI (yr) (Debt Adj.) (Q4 prod 19,133) Gas Oil & NGL BCFe MBOE Discounted at Reserve Category (mmcf) (mstb) (6:1) (6:1) 0% 5% 8% 10%…
  12. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 12
    Sundance Area Overview R24 R23 R22 R21 R20 R19W5 Area Highlights 31 36 31 36 31 36 31 36 31 36 31 K 430 net wells, 560 net zones T56 K T56 F F F U F 3 gas plants, 150 MMcfd capacity U F F Sundance F F FU F F KU F U K…
  13. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 13
    Sundance Area C di Cardium F Formation ti Volumetric Reserves AREA(Ha)= 256 (1 section) H(m)= 15 POROSITY(%)= 9 SW(%)= 18 TEMP.(Deg.C)= 80 23m Gross Thickness PRES.(kPa)= 19000 Z= 0.8 15m Net Pay Recovery Factor(%)=…
  14. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 14
    Sundance Area Cardium Formation Cardium Horizontal Production Sundance Cardium 4,500 5,000 Vertical well 4,000 2200 m (7,200 ft) deep 4,000 Average Cardium Vertical ( 00 /04 10 055 21 W 5/0) C di Cardium Horizontal H i t l…
  15. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 15
    Sundance Area C di Cardium H i Horizontal t lWWellll O Opportunities t iti T56 8-22 Cardium Horizontal 1.8 MMcfd 2-15 Cardium Horizontal 1.7 MMcfd T55 Peyto HZ Cardium Locations 3-16 Cardium Horizontal Completion in…
  16. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 16
    Sundance Area N tik i F Notikewin Formation ti Volumetric Reserves 23m Gross AREA(Ha)= 256 (1 section) Pay H(m)= 19 28m Gross Thickness POROSITY(%)= 8 16m Net SW(%)= 35 19m Net Pay TEMP.(Deg.C)= 96 Pay PRES.(kPa)=…
  17. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 17
    Sundance Area Notikewin Formation Sundance Notikewin Notikewin Horizontal Production 10,000 2,700 m (8,900 ft) deep 9,000 6-27-54-22W5 IP= 2 MMcf/d c /d Notikewin Horizontal 8 000 8,000 107 net producing zones Test Rate 8+…
  18. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 18
    Sundance Area Notikewin Horizontal Well Opportunities T56 Peyto HZ Ntkn Locations T55 6-27 Notikewin Horizontal HZ Drilled 4 MMcfd HZ PUD (4 Gross, 4 Net) Possible HZ Locations (24 Gross) Locations (24 Gross) Peyto…
  19. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 19
    Sundance Area Wil i h Formation Wilrich F ti Volumetric Reserves JET FRAC AREA(Ha)= AREA(H ) 256 (1 section) ti ) H(m)= 16 23m Gross Pay POROSITY(%)= 8 16m Net Pay SW(%)= 35 TEMP.(Deg.C)= 98 PRES (kP ) PRES.(kPa)= 24…
  20. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 20
    Sundance Area Wilrich Formation 1000 Wilrich Horizontal Production Sundance Wilrich 4,500 6,000 2,900 m (9,500 ft) deep 4,000 4,000 3 500 3,500 Cum Cashflow (k, net of DRC) Daily Gas Production (mcf/d) 10 net producing…
  21. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 21
    Sundance Area Wil i h F Wilrich Formation ti R.22 R.21 R.20W5 13-25 Wilrich Horizontal 2.5 MMcfd P t HZ Wilrich Peyto Wil i h Locations L ti 14 5 Wilrich Horizontal 14-5 Drilling in Progress T.56 HZ Wilrich On Production…
  22. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 22
    Kakwa Area Overview Area Highlights R6 R5 R4 R3 R2 R1W6 38 current net wells T60 T60 F F 20 MMcfd gas plant (95% utilization) with U FU U Kakwa 1 6 1 6 F 1 6 1 6 1 6 idle 20 MMcfd additional refrig FF FU F F FU F FU 36…
  23. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 23
    Horizontal Well Supply Costs Peytos Assets Compete with Shale Plays 11,000 10,000 00/13-25-055-20W5/0 Wilrich HZ 00/02-15-055-21W5/0 Cardium HZ 9,000 8,000 7,000 6,000 5,000 , 4,000 3,000 Peyto 2-15 4.87 4.6 16%…
  24. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 24
    2010 Activities & Plans To End Feb: Approximately 37 million spent New Well Production: 3,000 Boed (12,300/Boed) Wells Drilled (Spud) 9 net Total (includes 3 carryover 2009) 5 net Horizontals T t l for Total f Year: Y 180 to…
  25. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 25
    2010 Activities & Plans Hedged Price AECO vs Peyto Price History 15.00 2008 2004 2005 2006 2007 2009 2010 est. Peyto 8.42/mcf Peyto 8.64/mcf 14.00 Peyto 7.38/mcf AECO Mo 7.52/mcf Peyto 8.78/mcf Peyto 8.46/mcf AECO Mo 7.74/mcf…
  26. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 26
    2010 Activities & Plans H d dV Hedged Volume l Peyto Production Volumes vs Hedged Volumes 120000 2009 2010 Average Hedged = 41% of Gross (before roy) Average Hedged = 50% of 2009 Production 100000 Average g Hedged g Price =…
  27. First Energy Capital Canadian Energy Conference – Peyto Exploration & Development Corp – slide 27
    28 3/24/2010

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