Lion Energy Limited · ASX:LIO

Lion Energy — Investor Presentation (June 2015)

30 slides from Lion Energy's investor presentation, Jun 15, 2015

  1. Slide 1: Investor presentation – Chinese translation (ASX/Media Release)

    ASX/Media*Release* For$Immediate$Release$–$15$June$2015$ * * Investor$presentation$–$Chinese$translation$ For personal use only * Lion*Energy*Limited*(ASX:*LIO)*–*In*the*week*of*June*1D5*2015*a*number*Lion*directors/senior*management*undertook*a*trip*to* China*(Shenzhen*and*Shanghai)*meeting*potenti

  2. Slide 2: Right Company, Right Time, Right Place

    RIGHT COMPANY *] For personal use only RIGHT TIME RIGHT PLACE May 2015 2015 5 A New Approach to Asian Energy 已关

  3. Slide 3: Important notice and disclaimer

    Important notice and disclaimer For personal use only Forward-looking statements Certain statements contained in this presentation, including information as to the future financial or operating performance of Lion and its projects are forward-looking statements. Such forward-looking statements: •sho

  4. Slide 4: Important notice and disclaimer (Chinese)

    Important notice and disclaimer For personal use only &¥-Šw 主 早 Lion的 之⼩小 给 ⼆二 试 ! / 信 “ ” “ ” “ ” “ ” ”⺴⽹网 ” “ ” “ ” “ ” “ 最” “ 知” 第⼤大 天 说和品 两 早 实 的 ⽽而 加 试的 实 ⽽而 之⼩小 等 ⼆二 要 ⼊入 ! Lion ⾏行 情 早 太 没 世 点回 动 每 ⼊入 !⽐比 的 动 早 动 开 起 ⼊入 ! 早 新 好 给 ⼆二 也 定 最 早 / 的 太 点回 试 早 那 试 早 的 等 试 \C$ 主 早 作 能 早 和 动 试 然 早 试 主

  5. Slide 5: Important notice and disclaimer (cont.)

    Important notice and disclaimer¨Cont.© /9\C$(N) FQ Q bQ FQ a OQ % >MZ +) . m For personal use only M (5 OUM QP M 67: CU (7 ZPQZ M Q AANN AQ T P FQO bQ MN Q% ZQ U Z FQ Q bQ D +D ,D D +D ,D h H M FQ Q bQ GQ M h h h ) 2 ) 0, ) +- 8Q Q UZU UO 7 Z UZSQZ FQ a OQ 7 +7 ,7 7 +7 ,7 h H M 7 Z UZSQZ FQ a OQ GQ

  6. Slide 6: Important notice and disclaimer (cont.)

    Important notice and disclaimer¨Cont.© /9\C$(N) r+) . p r For personal use only ( 67: ( p u q U Z q D +D ,D D +D ,D h GQ M h h h ) 2 ) 0, ) +- 7 +7 ,7 7 +7 ,7 h GQ M ) ,.0 ) /01 ,22 ) )-) ) )1- ) 22) + h &GQ M , )+ )/ + ) ). . &G a T 6 OW 5- /2 1 .) , , .+ /. /- - , - 0) ) .) 2 , 0, // /2 -+ 1 Œ8_y

  7. Slide 7: Lion's positioning in Indonesia

    For personal use only Lion’s positioning in Indonesia /Lion 明 Conventional cashflow Bl yA0 Skills, strategy and unique ability to execute 太 得 Unconventional Local knowledge, Upside relationships and skills MBl y–! )i§.Itp A New Approach to Asian Energy www.lionenergy.com.au May 2015 4

  8. Slide 8: Lion's unique value proposition

    For personal use only Lion’s unique value proposition Lion Linked conventional and unconventional growth model 出 ⼀一 出 Strong growth driven management team 变 天 成很 Strategy for success in untapped Indonesian shales and tight sands 的 明 做 Superior local knowledge and contacts 从 First mover acreage build

  9. Slide 9: Key Guiding Principals

    For personal use only 6 Key Guiding Principals 着 要开 We seek u@ 1. Heartland positions in 4. Low risk conventional assets, world-class basins near term production potential 现 去 出 新 2. High working interest positions, 新 公 operatorship 5. Large upside, first mover 给 给 unconventional advantage 3. Close

  10. Slide 10: What we are now

    What we are now*])&€ƒ Summary For personal use only Capital structure •Shares on issue: 96m • s9600u •Market cap @15c: A$14.4 million • p 0.15 qs1440u •Cash: A$5.2mil (31/3/2015) • s520u p2015 3 31 q •Revenue: ~A$2 million pa • s 200u Major shareholders ~: •Risco Energy Investments (54.7%) •Tower En

  11. Slide 11: Who we are

    Who we are Well rounded team, proven track records " Exploration geologist, 28 years of For personal use only " 35+ years experience in oil and gas international experience including a strong " Founder of Oilserv Australia Ltd, providing SE Asian focus drilling, well testing and production services

  12. Slide 12: Who we are (Chinese)

    mf 成很早 " 35 " 早28 For personal use only 早 有 说 " Oilserv Australia Ltd国 , 当 表 新 ⼩小 " Woodside 相 时还事 " Western Resources NL Entek Ltd " 2010 国 KRX Energy早2014 到早 ⽣生 所 给没 Lion Russell Brimageªž "’ Kim Morrisonª #ž˜Q’ #V " Risco国 早EMP 到早 " Risco国 早PT Energi Mega Persada Santos Indonesia 早 其Fletcher/Shel

  13. Slide 13: World-class expertise

    World-class expertise Pre-eminent panel of industry advisors, wide-ranging skill set For personal use only Mr Roger Whyte Principal Advisor Dr Andrew Cullen Technical Advisor " Geophysicist with extensive SE Asia exposure, Co-founder of KRX " Petroleum geoscientist (BSc, MSc and PhD) which is now a

  14. Slide 14: World-class expertise (Chinese)

    ,6Etp 别 ⾼高 成 太 For personal use only Roger WhyteSªQ’}2 Andrew Cullenkªtp}2 " 上 早 有 说为 早KRX 国 早 KRX Lion " 上 重 " 性 太 天 早Oilex明 说 早GulfX Limited " 就 这 /定 >7流 将 到; 但 相 早 Union Texas Trend Energy " Chesapeake Energy ⾼高 早 ⼀一 两 " 相 20 早 个 时 增 Michael EllisSªtp}2 Harold Williamskªtp}2 " 当 / 给 著 早 为 34 早 这

  15. Slide 15: Indonesia's investment rationale

    Indonesia’s investment rationale „7v3xL_+X A unique opportunity in SE Asia 有 得 For personal use only • K P R a T& M SQ a M U Z g+.) U m Indonesian)oil)and)gas)supply/demand) p +. q „7v3xU'‡;/?@) • :M &S cUZS QO Z e 8D g / M cU T U MZP SM PQ MZP S cUZS M 4 . M m p 8D / qr . • 8QO UZUZS O ZbQZ U ZM U

  16. Slide 16: Strategic focus

    Strategic focusJ‚• Linked conventional/unconventional approach 出/⼀一 出 For personal use only • Focus on Sumatra: prospective geology, infrastructure and markets 前 取 家 您 • Using synergies in conventional exploration to understand our unconventional potential 个 出 中 ⼀一 出 公 • Cost efficiencies 中 • Near/m

  17. Slide 17: Delivering on our promises

    Delivering on our promises¢#~Ž Joint studies, Seram production, SBA portfolio upgraded 意被 Seran新 SBA For personal use only • Building significant unconventional acreage position ⾝身 ⼀一 出 • Two joint studies awarded (~7,200 km2), others being progressed 地 意被 7200 早 • Early mover position, sweet spots

  18. Slide 18: Seram (Non-Bula) PSC

    Seram (Non-Bula) PSC Block continues to exceed expectations说以 不 For personal use only Seram PSC processing, storage facilities and marine export terminal Seram PSC 定起 您 经 A New Approach to Asian Energy www.lionenergy.com.au May 2015 13

  19. Slide 19: Seram (Non-Bula) PSC Overview

    Seram (Non-Bula) PSC Overview /Seram(Non- Bula)PSC‘w Recent results highly material for Lion Lion ⼀一 For personal use only • + . UZ Q Q & 7 H 7 QM % aR QO MZP a R DQ Qa M O &bQZ a Q (+ . i 7 H 7p qr aR QO MZP a R DQ Qa • 9dOU UZS Q a Z RUZ&+ M MU M cQ m RUZ&+ • 5ZZaM ZQ QbQZaQ R OU OM 5 + U U Zm +))

  20. Slide 20: Lofin-2 appraisal well

    Lofin-2 appraisal well /Lofin-2过⺴⽹网表 Material gas discovery for Lion, ongoing evaluation 明 当表 ⼀一 For personal use only • Appraisal of Lofin discovery -15.7mmscfpd gas • Wireline pressure testing indicates at least and 171 bpd of 36.1° API condensate 1106m gas column within Manusela limestone, Lofin

  21. Slide 21: Oseil Field

    Oseil Field /Oseil 所 Production and development drilling success 新 当 For personal use only • PaO U Z g,%-)) N P ,-)) • +) - C QU &+ MZP &+/ PQbQ QZ cQ Oa QZ e PaOUZS bQ % )) N P O NUZQP m +) - C QU &+ +/ )) w o • C QU &+0 O Q QP AMe +) .% PaOUZS g/.)N P% MOOQ UZS g) . NN m +) . C QU &+0 r /.) r .)u

  22. Slide 22: South Block A PSC (35%)

    South Block A PSC (35%)OajA PSC(35%) Heartland position in prolific basin 新 现 For personal use only • Exciting, underexplored block (1894km2) Map of South Block A PSC showing key prospects • 2013 Matang-1 discovery in adjacent PSC A PSC PSC 2013 Matang-1 • New pipeline through area : • Recent Block

  23. Slide 23: North Sumatran Unconventional

    North Sumatran Unconventional T‰4s MBl_y February approval of 4684 km2 Joint Study 同 4684 分会 意被说 For personal use only • U Z .. cU T M ZQ R bQ M UZS O ZbQZ U ZM 6 T W DG7 6aWU % BLC % G6 -. ( U Z .. r -. r 6 T W DG7 6aWU % BLC % G6 • 5PVMOQZ D9FH5A B5’ aZO Zb Ga NMSa AB DG7 RU aZO Zb DG7 McM PQP UZ

  24. Slide 24: Central Sumatra Unconventional

    Central Sumatra Unconventional ‰4s MBl y Unconventional JS in Bengkalis Graben area (2,478 km ) 2 Bengkalis Graben说 2,478 km2 ⼀一 出 地 意被 For personal use only • U Z 0. MZP Q M R V UZ aPe% cU T O ZbQZ U ZM DG7 T PQ M +. ( U Z 0. r LNG import terminal r DG7 +. • 6QZSWM U MNQZ OM QP UZ TQ QM R TQ URUO 7

  25. Slide 25: Indonesian World Class Oil/Gas Basins

    Indonesian World Class Oil/Gas Basins „7v3x,6EU'™ Sumatra is Indonesia’s most established hydrocarbon province 前 取 明 更 新全 For personal use only 8U O bQ QP TeP OM N Z UZ ZP ZQ UMZ Z T Q bUZOQ w Sumatra‰4s 17.4 bbo, 41 tcfg, 1.1 bbc Kalimantan(š” 1.7 bbo, 18.4 tcfg, 0.2 bbc East Indonesia 5„7v3x Major

  26. Slide 26: Indonesia's Prolific Onshore Basin

    Indonesia’s Prolific Onshore Basin „7v3x Z™ 5 basins in top 15 in region by discovered onshore conventional HC’s North & Central Sumatra highest hydrocarbon density (disc. HC’s per km2) 出获 早 说 15 5 早这 前 取 获 For personal use only 获 5 UM&DMOURUO . Z T Q NM UZ % MZWQP Ne PU O bQ QP TeP OM N Z m r . w

  27. Slide 27: The unconventional acreage build

    The unconventional acreage buildMBl yoPG Targeting 2 million plus net acres in prolific Sumatran basins 新 前 取 200 场 Early days but assessments point to multi-tcf gas/multi-100’s mmbbl oil upside 早 过⺴⽹网 流 理 / 流 公 For personal use only U Z’ aZO ZbQZ U ZM MO QMSQ S c T MU OM Q IG aZO ZbQZ U ZM QdM Q U

  28. Slide 28: Lion Opportunity Funnel – New Business

    Lion Opportunity Funnel – New Business /Lion – =e 5O UbQ ZQS UM U Z% ZQM & UP Q Qd MU Z PaO U Z UZ Ga M M n z For personal use only New Venture Screening Technical Negotiation / Final DD Exploration †=¤< Reviewtpd“ g/Fb{WY activities¦ Sign CA Submit Bid/Offer Sign Acreage ⼈人 CA Board Approval Unde

  29. Slide 29: Milestones

    MilestoneshŸ Active program - good news flow, base funded through 2015 – 来 博早 也⼏几 给是2015 U Z MO UbU e MZP WQe QbQZ U Q UZQ -E&+) , QZP&+) . For personal use only U Z p+) , +) . q 2013 2014 2015 Lion+Interests/Activities Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Transaction approved 22+Jan+2014+relisting+ Corporate

  30. Slide 30: Thank you

    For personal use only Thank you DD For more information please contact本 早 Kim Morrison Stuart Smith Chief Executive OfficerQ’ #V Executive Director #ž kmorrison@lionenergy.com.au ssmith@lionenergy.com.au Office*]% : +61 8 9211 1500 Indonesia„7v3x: +62 811 460 395 Mobile: +61 404 490 964 Singapore (›

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