Key Petroleum Limited · ASX:KEY
Key Petroleum — Investor Presentation (April 2017)
16 slides from Key Petroleum's investor presentation, Apr 21, 2017
Slide 1: Investor Presentation
Investor Presentation 21 April 2017
Slide 2: Disclaimer
Disclaimer The information in this presentation is an overview and does not contain all information necessary for investment decisions. In making investment decisions, investors should rely on their own examination of Key Petroleum Ltd and consult with their own legal, tax, business and/or financial
Slide 3: Company Overview
Company Overview Top 20 Shareholders Register Analysis Proven low cost operator with diversified portfolio of exploration 21% interests across acreage that is 24% located in close proximity to 76% 79% discoveries; Supportive major shareholder base with clear commercial strategy to Top 20 Remaind
Slide 4: Peer Metrics
Peer Metrics Prospect and lead inventory currently under review in light of new acquisitions New portfolio opportunities are largely focused on gas with previous base case prospective resource base (see overleaf) currently ~97% oil (including Frankland discovery area in Source: AOGR (www.aogr.co
Slide 5: Key Resource Summary
Key Resource Summary Key % Hydroca rbon Gross Prospective Gross Net Prospective Net Permit Loca tion Gross Reserves Net Reserves Interest Type Resources Contingent Resources Contingent Low Ba se High Low Ba se High Low Ba se High Low Ba se High Low Ba se High Low Ba se High ATP 783 Cooper Basin 100
Slide 6: Market Capitalisation Comparison for Base Case Resource Metrics
Market Capitalisation Comparison for Base Case Resource Metrics Source: AOGR (www.aogr.com.au)
Slide 7: Assets Portfolio Overview
Assets Portfolio Overview Acreage on margins of underexplored basins: Canning Basin Northern and Eastern Permian edge of Cooper Eromanga Basin Cooper Basin North Perth Basin both Perth Basin offshore and onshore Northern Canning Basin on margin of Fitzroy Trough Prospects are on hydr
Slide 8: Australian Energy Security – Oil and Gas
Australian Energy Security – Oil and Gas East Coast Gas Crisis Supply capacity from existing gas fields and expected developments is set to decline by 16 percent, falling short of east Australia’s full demand potential by ~465 PJ in 20301 Western Australian Gas Demand Decline in exploration in W
Slide 9: Gas Supply – WA and East Coast
Gas Supply – WA and East Coast Source: AEMO
Slide 10: Australian Oil Supply
Australian Oil Supply Y* perRoveum Uimiteo kb/d 1,100 Australia 1965-2015 production vs consumption 1965 1970 1975 1980 1985 1990 1995 2000 2005 2010 2015 Source: BP Statistical Review June 2016 — Oil consumption XS Net imports 8 Oil production ‘crudeoilpeak.info ill Crode on Peak ©o90e0000
Slide 11: Cooper Eromanga Basin – ATP924
Cooper Eromanga Basin ATP924 Overlies the north-east edge of the Jurassic to Cretaceous Eromanga Basin and the northern edge of the Permian to Triassic Cooper Basin Multiple play types – Jurassic oil, Triassic and Permian gas Marengo Gas Field excised from the centre of the eastern (central) b
Slide 12: Cooper Eromanga Basin – ATP920 and ATP783
Cooper Eromanga Basin ATP920 Overlies the north-east edge of the Jurassic to Cretaceous Eromanga Basin and the northern edge of the Permian to Triassic Cooper Basin Inland Oil Field adjacent to the northern block boundary 4 local wells (Tanbar North-1, Cuddapan-1, Morney-2 and 3) have recovere
Slide 13: Perth Basin
Perth Basin EP437 Overlies the Greenough Shelf in the North Perth Wye Knot-1 Basin and is adjacent to the prolific Allanooka and Dongara Terraces and Dandaragan Trough Located updip and within an active migration pathway of the Dongara Oil and Gas Field and Waitsia Gas Field with exploration wel
Slide 14: Canning Basin
Canning Basin EP104/L15 and R1 All permits within the trend are operated by Key with airborne survey work to de- risk remaining prospectivity to occur mid 2017 Several prospects have been interpreted from vintage 2D seismic data and current mapping has defined prospects both onshore and offshore
Slide 15: 2017 Catalysts & News Flow
2017 Catalysts & News Flow Completion of Cooper Eromanga Basin acquisition from Beach Energy Limited Rig Tendering and Approvals Update for Perth Basin drilling Award of Rig Contract Spud date of Perth Basin drilling Commencement of Airborne Surveys in Canning Basin Approvals for Wye Kno
Slide 16: For further information please contact
For further information please contact Mr Kane Marshall Telephone: +61 (0) 8 6389 0322 Email: investors@keypetroleum.com.au Website: www.keypetroleum.com.au Follow Us On