Stonehorse Energy Ltd · ASX:SHE
Stonehorse Energy — Investor Presentation (November 2021)
12 slides from Stonehorse Energy's investor presentation, Nov 10, 2021
Slide 1: Direct Investment in Oil and Gas Production
For personal use only D I R EC T I N V EST M E N T I N O I L A N D G A S P RO D U C T I O N November 2021
Slide 2: Disclaimer
DISCLAIMER This presentation may include forward-looking statements. Forward-looking statements are only predictions and are subject to risks, uncertainties and assumptions, which For personal use only are outside the control of Stonehorse Energy Limited (“Stonehorse Energy” or “the Company”). These
Slide 3: Corporate Overview
CORPORATE OVERVIEW SHARE PRICE PERFORMANCE C A P I TA L S T R U C T U R E For personal use only 0.040 90 SHE $3.2M 0.035 80 Share Price (A$/share) 0.030 70 60 Volume (m) 0.025 0.020 50 40 ASX Code Cash (30 September 2021) 0.015 30 0.010 20 $16.4M 684.4m 0.005 10 - - Market Cap (at $0.024 per share)
Slide 4: Investment Strategy
INVESTMENT STRATEGY For personal use only Identify well funding projects in known hydrocarbon projects and regions Target low-medium risk opportunities with short payback and ongoing cashflow Partner with highly experienced operators, maintaining non-operator status Generate cashflow that can be rei
Slide 5: Portfolio Overview
PORTFOLIO OVERVIEW For personal use only ASSET LOCATION WI% Jewell Carter, OK 41.5% Myall Creek Surat Basin, QLD 25% Bullard Garvin, OK 15.5% Thelma Murray, OK 50% Sutton Hansford, TX 25% Burgess Ellis, OK 96.81% Henry Federal Blaine, OK 2.3% Newberry Carter, OK 21.7% Randolph Blaine, OK 0.21% Mitch
Slide 6: Jewell (SHE 41.5%)
JEWELL (SHE 41.5%) May Jewell well spudded For personal use only June Target measured depth reached July Production facilities completed August Multi-stage stimulation completed September Flow-back operations commenced October Daily production reaches 1,727 BOE per day, including 1,413 barrels of li
Slide 7: Bullard (SHE: 15.5%)
BULLARD (SHE:15.5%) Location: Anadarko Basin in Oklahoma For personal use only Field: The targets within SWISH are in proven parts of the reservoir and have not been drawn down by the old vertical wells due to the tight nature of the rock. Operator: Rim Rock Resource Operating Working Interest: 15.5
Slide 8: Myall Creek – (SHE: 25%)
MYALL CREEK – 2 (SHE:25%) • Funding partners fund costs associated with the Joint For personal use only Venture (acquisition and workover costs) on a 50/50 basis • Focus on Natural Gas weighted production from vertical well with low terminal declines and significant remaining economic life • Opportu
Slide 9: Significant Increase in Net Cash from the Jewell Well
SIGNIFICANT INCREASE IN NET CASH FROM THE JEWELL WELL For personal use only Forecast Cashflows by asset (AUD) 0 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Jewell Other Myall Creek Corp Net Cashflow 9
Slide 10: Platform for Growth
PLATFORM FOR GROWTH For personal use only Kincora Plant MC 2 Riverside 1 Well Stimulated 2019 & Producing Rednook 1 Well stimulated in 2020 campaign Parknook 2 Well candidate for stimulation Warroon 1 10
Slide 11: Why Invest in Stonehorse Energy?
WHY INVEST IN STONEHORSE ENERGY? For personal use only Leverage to numerous Quality operator Minimising operating gas wells partners and project shareholder dilution introducers through reinvestment into quality projects 11 11
Slide 12: Contact Us
CONTACT US For personal use only David Deloub Managing Director E: david@stonehorseenergy.com T: 0437 988 502 Media and Broker Enquiries: Andrew Rowell White Noise Communications E: andrew@whitenoisecommunications.com T: 0400 466 226 12 12
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