Santos Limited · ASX:STO
Santos — Investor Day (November 2003)
12 slides from Santos's investor day presentation, Nov 26, 2003
Slide 1: Disclaimer & Important Notice
Santos Disclaimer & Important Notice is 5 esenation contains a sking teres that are suiect and ost BEt A lerences to dollars, ents OF Gin thes doc ep ate u bs ian “cupeney, Le other sated, Santos
Slide 2: Revisiting 2001: How are we going?
Revisiting 2001 How are we going? December 2601 + Strategy: In place External relationships: Making progress Organisation, Process and People: About half way Asset base:Getting metrics in place Cast base:Opportunities exist Exploration: Getting results serena snd Ghabareepa Lie
Slide 3: Energy Security Mood Change
Energy Security Mood Change Santos China Oil Importer a) is Santos
Slide 4: Oil Price Remains Strong
Oil Price Remains Strong U Bources Sioamibarg.
Slide 5: Global Gas Trade is Increasing
Global Gas Trade is Increasing international cross-border trade
Slide 6: Key Messages
Key Messages Beveloping production | _ liquids emphasis Gas commercialisation upside : Material explor. Growing cash flow Santos’ Strategy: How Domestic gas franchise Core competencies Exploration Acquisitions Cost leadership Gas commercialisation Production optimisation Superior capital allocation
Slide 7: Domestic gas
CD LD i, Domenic Carmanon Y i ae ) Basin : j ;
Slide 8: Liquids Product
1On | & Liquids Product i 0 Growing Y Yj Yy ih Gorapiag inten Peotite: es ae = = ES x a 2 S ae DS, Inéss : Base Bus
Slide 9: Capturing Growth
Capturing g Cie Ao ts 7 rowth
Slide 10: 2004 Exploration
2004 Exploration Melville HOIAD TLE Santos 10
Slide 11: Santos Continuous Improvement Program
Santos Continuous Improvement Program ee Onchog mem Onshore Santos 11
Slide 12: How Are We Going: Key Things To Watch
How Are We Going a T Nov 2003 03 Santos Key Things To Watch..... Santos 12