Ng Energy International Corp · TSX:GASX
Ng Energy International — Investor Presentation (September 2024)
20 slides from Ng Energy International's investor presentation, September 2024
Slide 1: Colombia's Next Major Natural Gas Company
Colombia’s Next Major Natural Gas Company Corporate Presentation TSX.V: GASX OTC: GASXF FRA: 56P September 2024
Slide 2: Legal Disclaimer
Legal Disclaimer ‘This presentation of NG Energy International Corp. (the “Company” or "NG")is for information only and shall not constitute an offer to buy, sell issue or subscribe for, or the solicitation of an offer to buy, sell or issue or subscribe for any securities in any jurisdiction in whic
Slide 3: Legal Disclaimer
Legal Disclaimer Discl jer Regarding Hydrocarbon Estimat "Management estimates” represent management's evaluation and estimation of data based on internal evaluations and modelling and by their nature have ‘not yet been reviewed by an independent qualified reserves evaluator or auditor in compliance
Slide 4: Legal Disclaimer
Legal Disclaimer A qualitative measure of the certainty levels pertaining to estimates prepared for the various reserves categories is desirable to provide a clearer understanding of the associated risks and uncertainties. However, the majority of reserves estimates will be prepared using determinis
Slide 5: Why NG Energy: 2024 Production Horizon
WHY NG ENERGY 2024 PRODUCTION HORIZON 17.9 MMcf/d 45 MMcf/d 60 MMcf/d CURRENT 2024 EXIT INFRA CAPACITY PRODUCTION3 PRODUCTION1 INCL. PHASE 1 SN94 RESERVES & RESOURCES 2 304.8 BCF USD $466.8M NPV10% 51.7 BCF 161.6 BCF 195.8 BCF 184.0 BCF $97.4M $259.7M $148.4M $300.5M USD NPV10% USD NPV10% USD NPV10%
Slide 6: Strategy & Vision: Production Profile & Growth Potential
STRATEGY & VISION NGE PRODUCTION PROFILE & GROWTH POTENTIAL1 $430M pa Revenue @ $8/Mcf 200 MMcf/d $133M pa MMcf/d Revenue @ $8/Mcf $43M pa Revenue @ $8/Mcf 60 MMcf/d 20 MMcf/d +200% FFO @ $8/Mcf $13M $60M $200M
Slide 7: Sinu-9 Infrastructure Capacity and Drilling Program
Sinu-9 SINU-9 INFRASTRUCTURE CAPACITY 120 90 ✓ 60 ✓ 30 40 MMcf/d 0 CURRENT UNDER MOU POTENTIAL ✓ ✓ CAPACITY CAPACITY CAPACITY ✓ SINU-9 DRILLING PROGRAM 24-Month Drilling Program ✓ 12 ✓ 9 6 ✓ 3 ✓ 2 Wells 0 ✓ CURRENT UNDER MOU POTENTIAL DEVELOPMENT DEVELOPMENT
Slide 8: Reserves & Resources
RESERVES & RESOURCES RESERVES & RESOURCES GROWTH NPV10 USD$ SENSITIVITY TO GAS PRICE & CLASSIFICATION UPGRADE 700 $1.8B 600 $1.6B $1.4B 500 $1.2B 400 $1.0B Bcf 300 $800M $600M 200 $400M 100 $200M 0 $0 SPROULE 2022 SPROULE 2023 US $5.00 US $6.00 SPROULE US $7.00 US $8.00 US $9.00 US $10.00 / MCF / MC
Slide 9: About NG Energy: Management & Insiders
ABOUT NG ENERGY 34% 83% MANAGEMENT HELD BY INSIDERS , CLOSE ASSOCIATES & INSIDERS & MACQUARIE GROUP
Slide 10: The Colombia Energy Market
COLOMBIA MARKET BALANCE NATIONAL SUPPLY THE COLOMBIA PARENTAL DEMAND1 ENERGY MARKET HISTORICAL VOLATILITY OF QUARTERLY AVERAGE PRICE2,3 MONTHLY GAS PRICES2,3
Slide 11: Current Portfolio
CURRENT PORTFOLIO TIBURON MARIA CONCHITA PROMIGAS PIPELINE SINU-9 MARIA CONCHITA BARRANQUILLA CARTAGENA • • SINU-9 • • • • TIBURON 100 KM
Slide 12: Sinu-9
BASIN TARGET WORKING INTEREST MARKET 10 KM SINU-9 SINU-9 PROMIGAS PIPELINE MAGIC0-1X Receiving HECHIZO Station 15 MMcf/d JOBO STATION BRUJO-1X MILAGROSO MAGO 51 MMcf/d HECHICERO
Slide 13: Sinu-9 Reserves, NPV and Work Program
SINU-9 26.7 BCF 114.4 BCF 245.3 BCF US$22.0M NPV*10% US$150.3M NPV*10% US$331.0M NPV*10% 130.2 BCF US$78.5M NPV10% $3.99 / Mcf Expected online H2 2024 30.0 MMcf/d Q3-24, 40.0 MMcf/d Q4-24/Q1-25 2024 WORK PROGRAM 4
Slide 14: Maria Conchita
BASIN TARGET WORKING INTEREST MARKET 4 KM MARIA CONCHITA TGI PIPELINE MARIA CONCHITA TINKA-1 ISTAMBUL-1 PIPELINE CONNECTION 14KM ARUCHARA-1 ARUCHARA-4 ARUCHARA-3
Slide 15: Maria Conchita Reserves, NPV and Work Program
MARIA CONCHITA ARUCHARA-1 ARUCHARA-3 TINKA-1 25.0 BCF 47.2 BCF 59.5 BCF US$75.4M NPV*10% US$109.4M NPV*10% US$135.8M NPV*10% H2 TINKA RESERVOIR MAIN RESEVOIRS (H1 & H2) 65.6 BCF US$69.9M NPV10% $3.48 MCF 17.9 MMcf/d 2024 20.0 MMcf/d WORK PROGRAM3
Slide 16: The Numbers
THE NUMBERS MARIA CONCHITA MARIA CONCHITA SUMMARY1,2 MARIA CONCHITA TYPE CURVE SINU-9 SINU-9 SUMMARY1,2 SINU-9 TYPE CURVE
Slide 17: Management & Board of Directors
MANAGEMENT & BOARD OF DIRECTORS BRIAN DON JORGE FONSECA LEONARDO VINCENZO MARIANELLA CARLOS PAES-BRAGA SEWELL CHAUMER CHAVEZ PAGLOINE BERNAL NÚÑEZ DE LEÓN CEO PRESIDENT CFO VP OF SENIOR VP PLANNING SENIOR VP OF FINANCE CHIEF CORPORATE & CHAIRMAN & DIRECTOR OPERATIONS & DEVELOPMENT & COUNTRY MANAGER
Slide 18: Management & Board of Directors
MANAGEMENT & BOARD OF DIRECTORS BRIAN RONALD HUMBERTO PATRICIA DON BRIAN PAES-BRAGA PANTIN CALDERON BERTI HERRERA PABA SEWELL O’NEILL CEO DIRECTOR DIRECTOR DIRECTOR PRESIDENT DIRECTOR & CHAIRMAN & DIRECTOR ́
Slide 19: Why NG Energy
Giz» Growing Production, Cash Flow and Significant Upside vy __ Industry leading growth trajectory projected Potential for significant reserve and for triple digit production growth over next 2-3 years resource expansion as current reserves and towards a production goal of 200MMcf/d! resources delin
Slide 20: Investor Relations
Investor Relations +1-604-404-4335 investors@ngenergyintl.com Suite 321, 5940 MacLeod Trail Cl. 93b #11a-44 in) (X) (f#) (@ SW, Calgary, Alberta, T2H 2G4 Office 203 Canada Bogota , Colombia +1-604-404-4335 +57-1-7121235
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