Amplitude Energy Limited · ASX:AEL

Amplitude Energy — Cooper Energy — Good Oil Conference 2013

13 slides from Amplitude Energy's conference presentation, Sep 4, 2013

  1. Slide 1: Good Oil Conference 2013

    For personal use only Good Oil Conference 2013 Presentation by David Maxwell Managing Director Cooper Energy 4 September 2013

  2. Slide 2: Important Notice – Disclaimer

    Important Notice – Disclaimer The information in this presentation: For personal use only Is not an offer or recommendation to purchase or subscribe for shares in Cooper Energy Limited or to retain or sell any shares that are currently held. Does not take into account the individual investment objec

  3. Slide 3: Assets, management & strategy

    For personal use only ASX 300 Exploration & Production  Market cap of $151 million (1) company  Strong, stable register with ~ 67% institutional and corporate shareholders High margin production assets, strong  Cooper Basin western flank oil production core business  Indonesia oil production Pro

  4. Slide 4: Strong start…

    For personal use only 2002 2004 - 2010 2011 Today • Focus on TSR(1), Australia • Listed ASX 2002 • Growing, profitable • Board strategy review and leveraging expertise Cooper Basin oil • Cooper Basin focus • Some shareholders • Growing production & business agitate for change cash flow • Successful

  5. Slide 5: Leveraging strengths for TSR

    For personal use only Total Shareholder Return and Health Safety Environment Community Strategy • High margin oil • Fundamentals focus: market, technical, cost & commercial • Build gas supply & demand portfolio • Leverage and grow strengths People Funding Assets • Deep knowledge • Strong balance she

  6. Slide 6: Financial, Production and Exploration, Corporate highlights

    For personal use only Financial • Revenue of $53.4 million, down 10% as production deferred due to transportation issues • Net profit after tax $1.3 million down from $8.4 million • Underlying net profit after tax of $12.7 million, down from $14.0 million • Cash and investments of $68.1 million1 Pro

  7. Slide 7: Asset overview: Cooper Basin, Indonesia, Otway, Gippsland, Tunisia

    For personal use only Cooper Basin (PEL 92, 93, 90K,100,110) • Western flank oil production 0.5 MMbbl pa net • Strong cash flow, high margin /low cost production • High exploration success rates, increasing reserves Indonesia • Oil production 0.03 MMbbl pa • Low risk value add Otway Basin (SA & Vic)

  8. Slide 8: Material increase & significant upside

    For personal use only Reserves and risked resources Prospective resources by risk MMboe 110 MMboe total 110 29 2P Reserves Low Risk 2C Resources 58 Medium Risk Prospective Resources 22 High Risk 5.7 2.2 • FY14 program addressing Cooper Basin, Otway & Gippsland Basin, Indonesia and Tunisia (Hammamet

  9. Slide 9: Upgrades Tunisia value

    For personal use only Results to date • Initial results highly encouraging • 432 metres of near horizontal Abiod drilled • Strong oil and gas shows • Open fractures interpreted on logs while drilling • Presence of open hydrocarbon-bearing fractures confirmed • Clean-up flow averaged 413 bbls fluid/d

  10. Slide 10: Production up 10% plus, exploration stepping up with key wells

    FY14 guidance For personal use only Total Exploration Development Wells # 0.54 – Australia 0.52 0.49 0.58 • Cooper Basin 15 6 9 9 0.41 • Otway Basin 11 11 - 1-2 • Gippsland Basin 1 1 - - Indonesia 11 8 3 2-3 FY11 FY12 FY13 FY14f Tunisia 1 12 12 - - Total 50 38 12 12-14 1 Includes Hammamet West-3 pro

  11. Slide 11: FY14 activity schedule by location

    For personal use only Location License Operator Sept Qtr Dec Qtr Jan Qtr Jun Qtr 5 exploration wells 4 development wells 3D processing and inversion PEL 92 Beach Energy Rincon 3D inversion Facilities expansion at Cooper Basin Butlers, Callawonga PEL 90, Dundinna 3D Senex 3D seismic 100,110 Deep unco

  12. Slide 12: Prudent sustainable growth

    • Restructuring, relocation and board transition has been completed For personal use only • Set for significant FY14 - production to increase 10%+ - game-changers and catalysts: HW-3 resources; Tunisian portfolio divestment and Otway drilling - leveraging of financial resources and investments • Inv

  13. Slide 13: For personal use only

    For personal use only

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