Sunshine Oilsands Ltd. · HKEX:2012
Sunshine Oilsands — RBC Capital Markets' Stampede Energy Roundtable 2012
12 slides from Sunshine Oilsands's conference presentation, July 2012
Slide 1: Sunshine Oilsands Ltd. - RBC Stampede Energy Roundtable
HKSE Stock Code: 2012 S Sunshine hi Oilsands Oil d Ltd. d RBC Capital Markets’ Stampede Energy Roundtable Julyy 2012
Slide 2: Disclaimer
Disclaimer This presentation (the "Presentation") contains forward-looking information relating to, among other things, (a) the future financial performance and objectives of Sunshine Oilsands Ltd. (the “Corporation”) and (b) plans and expectations of the Corporation. Such information may be identif
Slide 3: Highlights
Highlights One of the largest holders of Oil Sands Leases in the Athabasca Region with 1.2 million acres We are a Major Holder of Oil Sands Resources with >60 Billion Barrels of Total Petroleum-Initially-in-Place, targeting 200,000 bbl/d Production from our first three project areas and substantial
Slide 4: Corporate Profile
Corporate Profile Founded in Alberta in 2007 Share Price Graph March 1- June 29 2012* 5 IPO Price Listed on the Stock Exchange of Hong Kong HK$ 4.86 ars ($HK) 4.8 (Stock Code: 2012)(1) 4.6 t t di (1): Hong Kong Dolla Shares Sh Outstanding O 2,829,925,975 2 829 925 975 4.4 Market Cap: $1.7 billion 4.
Slide 5: Resource Base Provides Significant Growth Opportunity
Resource Base Provides Significant Growth Opportunity >60 Billion Barrels of Total Oil in Place(1); 1.2 MM acres; P+P Reserves 445 million bbls +Best Estimate Contingent 4.96 billion bbls Production Capacity of ~200,000 Barrels per Day from West Ells, Thickwood and Legend Lake (10% of asset base) Hi
Slide 6: Operational Accomplishments
Operational Accomplishments Track Record of Building Scale Recent Developments Recoverable Resources Received regulatory approval for our First 10,000 (Bn bbl) (1) Acres (2) 6 2,000,000 bbl/d SAGD phase at West Ells Submitted regulatory application for a 1 800 000 1,800,000 10,000 bbl/d SAGD phase a
Slide 7: Production Capacity of 200,000 bbl/d from our First Clastic Assets
Production Capacity of 200,000 bbl/d from our First 3 Clastic Assets The project schedule is based on our West Ells, Thickwood and Legend Lake properties, leveraging a development timeline that will minimize external equity financing We hold ~1.9 Billion barrels of Recoverable Resources (2) at our B
Slide 8: Reserves and Resources Summary
Reserves and Resources Summary Sunshine Oilsands Reserves and Resources Summary(1) Reserves Best Pre Tax PV10% (2) (MMbbls) E ti t Estimate ($MM CAD) Contingent Resources Best 1P 2P 3P (MMbbls) 1P 2P 3P Estimate T l Clastics Total Cl i 78 440 597 3 610 3,610 308 904 1 532 1,532 5 141 5,141 Total Car
Slide 9: 2012 Reserves and Resource Assessment
2012 Reserves and Resource Assessment Note • Based on Sunshine’s Competent Persons’ Reports dated May 31 2012 . All “Pre Tax PV10” figures are in C$ millions; • Pre-Tax PV10% incorporate GLJ’s April 2012 commodity price forecast s and D&M’s April 2012 commodity price forecast • All Reserves and Reso
Slide 10: Carbonates and Clastic Assets
p y Carbonates Addittional Clastic Asssets se Clastic celerated Assets A Acc Bas Note: Recoverable Resources defined as 2P Reserves + Best Estimate Contingent Resources as per GLJ and D&M May 31 2012 Sunshine Oilsands Ltd. July 2012 Confidential 9
Slide 11: Highlights
Highlights One of the largest holders of Oil Sands Leases in the Athabasca Region with 1.2 million acres We are a Major Holder of Oil Sands Resources with >60 Billion Barrels of Total Petroleum-Initially-in-Place, targeting 200,000 bbl/d Production from our first three project areas and substantial
Slide 12: www.sunshineoilsands.com
www.sunshineoilsands.com AUDITORS Deloitte & Touche LLP LEGAL COUNSEL McCarthy Tetrault LLP (Canada) Freshfields Bruckhaus Deringer (HK) EVALUATION ENGINEERS GLJ Petroleum Consultants Limited DeGoyler and McNaughton Canada Limited REGISTRAR & TRANSFER AGENT Alliance Trust Company (Canada) Computersh
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