Tmk Energy Limited · ASX:TMK

Tmk Energy — Investor Presentation (December 2013)

15 slides from Tmk Energy's investor presentation, Dec 2, 2013

  1. Slide 1: Investor Presentation - Currently Drilling High Impact Rend Lake Oil Prospect

    For personal use only Investor Presentation Currently Drilling High Impact Rend Lake Oil Prospect December 2013

  2. Slide 2: Investment Highlights

    Investment Highlights For personal use only Rend Lake Oil Prospect – Currently Drilling  High Impact Oil Exploration Well – Spudded late November, target to be reached mid December  Experienced Industry Operator – Anschutz Corporation  Large Resource Target – potentially 67.5 million barrels reco

  3. Slide 3: TMK Project Locations

    TMK Project Locations For personal use only ASX Code: TMK - December 2013 3

  4. Slide 4: Capital Structure

    Capital Structure For personal use only Shares and Notes Ordinary Shares 6,396m Convertible Notes at 0.05c 1,200m Total Shares and Notes 7,596m Options 300m exercisable at 0.15c 3,200m exercisable at 0.5c ASX Code: TMK - December 2013 4

  5. Slide 5: Rend Lake Prospect

    Rend Lake Prospect For personal use only  TMK holds a 20% WI in the Rend Lake Oil Prospect in Southern Illinois, 9,040 acres  High Impact Oil Exploration Well, Success Case = Company Maker Asset  Industry Credentialed Operator – Anschutz Corporation  Anschutz carrying TMK for first $1million of

  6. Slide 6: Illinois Basin

    Illinois Basin For personal use only  The Illinois Basin is a prolific basin, which has produced over 4 billion bbls of oil and 4TCF of gas  Over 140,000 wells have been drilled and 32,000 remain on production  The Rend Lake Prospect sits clearly over the oil migration pathway  The Rend Lake are

  7. Slide 7: Rend Lake Prospect Evidence and Model

    Rend Lake Prospect Evidence and Model For personal use only  A tightly controlled linear ‘sag’ occurs in coal seams over the Rend Lake Fault Zone  The timing of the sag is likely related to deep-seated basement structuring  It is proposed that the sag is a result of solution collapse in underlyin

  8. Slide 8: Rend Lake Prospect – Analogues

    Rend Lake Prospect – Analogues For personal use only Albion-Scipio Field in Michigan  Discovered in 1957  Developed with 20 acre spacing using vertical wells delineated by dry hole drilling  IP of >1000 bopd per well  130MMbbls EUR Albion-Scipio Other Michigan Analogues 1S, 2S  Stoney Point 198

  9. Slide 9: Rend Lake Success Case Impact

    Rend Lake Success Case Impact For personal use only  Prospect target of 67.5MMbbls recoverable  TMK Working Interest 20% = 13.5MMbbls  In the ground value range is $25-50/bbl (as de-risked by appraisal and development drilling)  Assuming initially $25/bbl in the ground value a discovery would be

  10. Slide 10: Duvernay Shale Acreage - Alberta

    Duvernay Shale Acreage - Alberta For personal use only  Early mover secured strategic acreage position  TMK holds 8% interest in ~60,000 acres  Initial acreage sale in Q1 2012 recovered the original entry costs (~$1.3m)  Additional partial sale in September 2013 for C$640,000  Full sale of the

  11. Slide 11: Fusselman, Texas (TMK 12.5%)

    Fusselman, Texas (TMK 12.5%) For personal use only  Clayton Johnson #3F well drilled December 2012 to a TD of 9,883ft  Discovered 12-14ft of oil in the high porosity Fusselman Dolomite  Production commenced at 80bopd, however current production 30bopd & 200bwpd  The water is being produced from

  12. Slide 12: West Klondike, Louisiana (TMK 10.2%)

    West Klondike, Louisiana (TMK 10.2%) For personal use only  Wilbert Sons LLC#1 well drilled in Q4 2012  E-logs indicate a total of 45ft of oil/wet gas pay in Lario Sands and Upper & Lower Nod Blan formations  Production facilities and export pipeline to be installed Q4 2013, estimated cost of US$

  13. Slide 13: TMK Value Proposition

    TMK Value Proposition For personal use only Success at Rend Lake at $25-50/barrel NPV in ground valuation would be a Company Making Asset Rend Lake Oil Prospect - Drilling Now  A high impact oil exploration opportunity  Potentially 13.5MM bbls recoverable net to TMK at 20% WI  TMK substantially c

  14. Slide 14: Rend Lake Well Location

    Rend Lake Well Location For personal use only Rend Lake Fault Zone ‘SAG’ Trend abandoned rail line Lawrence Farms Well 1 - Location Photo 2 Photo 1 Road Farm track Photo 1 Photo 2 ASX Code: TMK - December 2013 14

  15. Slide 15: For personal use only

    For personal use only This presentation contains forward looking statements that are subject to risk factors associated Level 7, 1008 Hay Street, Perth WA 6000 with oil and gas businesses. It is believed that the expectations reflected in these statements are PO Box 7209, Cloisters Square WA 6850 re

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