High Peak Royalties Limited · ASX:HPR

High Peak Royalties — Investor Presentation (March 2019)

9 slides from High Peak Royalties's investor presentation, Mar 11, 2019

  1. Slide 1: Proactive Investors Presentation March 2019

    For personal use only Proactive Investors Presentation March 2019

  2. Slide 2: Disclaimer

    Disclaimer For personal use only The material in this presentation (material) is not and does not constitute an offer, invitation or recommendation to subscribe for, or purchase any security in High Peak Royalties Limited (HPR) nor does it form the basis of any contract or commitment. HPR makes no r

  3. Slide 3: Corporate Overview

    Corporate Overview For personal use only Capital Structure – HPR.ASX As at 01 March 2019 Ordinary Shares on Issue 189m Market Capitalisation at $0.063/share $11.9m Cash Balance $1.1m Royalco Resources stake (ASX: RCO) $1.1m Board Andy Carroll Non-Executive Chairman Anthony Wooles Non-Executive Direc

  4. Slide 4: Why Royalties?

    Why Royalties? For personal use only Royalties Provide Favourable Risk Profile • Royalties provide a share (%) of the revenue • No direct exposure to costs • Registered on land title • Typically long term – Exploration Licence – Production license • Typically significant option value – Exploration D

  5. Slide 5: HPR Royalty Portfolio - Australia's Major Basins

    HPR Royalty Portfolio - Australia’s Major Basins For personal use only Cooper Eromanga Basin Santos Browse Basin Beach Energy Conoco Phillips PetroChina Bowen Basin Karoon Gas Origin Energy Origin Energy Conoco Phillips Sinopec Shell North Carnarvon Basin Santos Karoon Gas Surat Basin Shell QGC Toky

  6. Slide 6: Queensland Coal Seam Gas and Deep Gas Potential

    Queensland Coal Seam Gas and Deep Gas Potential For personal use only Main Gas Pipeline to  Origin Energy / APLNG pays HPR Gladstone 2.25% royalty on Peat gas field LNG Plants  Capex increased to $16.8m due to drilling of South Burunga-2 (“SB2”) and preparation for Peat 3D seismic survey noted in

  7. Slide 7: Dukas – Drilling to test hydrocarbons and helium

    Dukas – Drilling to test hydrocarbons and helium For personal use only HPR has 1% Royalty  Dukas is the largest onshore target (520 km2 closure) in Australia  Santos announced drilling H1 2019. CTP say “April”  2.4 tcf gas and 493 bcf Helium (CTP)  Helium has very high value (>10 x gas pricing)

  8. Slide 8: Planet Gas – Delivering Long Term Cash Flow

    Planet Gas – Delivering Long Term Cash Flow For personal use only  Acquisition of Planet Gas USA Inc completed December 2018  Revenues from October 2018  Key terms of the acquisition:  3% royalty on properties in USA  2,400 producing wells  Long life production  Demonstrated cash flow current

  9. Slide 9: HPR Post Planet Gas Completion

    HPR Post Planet Gas Completion For personal use only  Revenue generation from multiple royalties  Zero exposure to capital or operating expenditure  US $15m facility with Macquarie Bank  HPR highly regarded having worked through the oil price downturn with very close attention to cost  Signific

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