Amplitude Energy Limited · ASX:AEL

Amplitude Energy — Cooper Energy — Investor Presentation (March 2012)

14 slides from Amplitude Energy's investor presentation, Mar 7, 2012

  1. Slide 1: Investor Presentation

    For personal use only Investor Presentation 7 March 2012 INVESTOR PRESENTATION 7 March 2012 David Maxwell, Managing Director

  2. Slide 2: Important Notice - Disclaimer

    For personal use only Important Notice - Disclaimer The information in this presentation:  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 o

  3. Slide 3: Company snapshot

    For personal use only Company snapshot Capital structure 0.60 12.0 Share price 32- 54 cps 0.55 10.0 12 months low - high (to 6 March 2012) 0.50 8.0 Share Price (A$) Shares on issue Volume (mm) 292. 8m 0.45 6.0 Market capitalisation A$153.7m @ 52.5 cps on 6 March, 2012 0.40 4.0 Cash A$68.6m 0.35 2.0

  4. Slide 4: Company snapshot: financial, production and reserves

    For personal use only Company snapshot Financial, production and reserves Production growth 600,000 Production (barrels oil) FY 2011 406,710 FY 2012 (guidance-Cooper Basin only) (500,000+) 500,000 Revenue (A$million) 400,000 January-June 2011 20.7 H2 July-December 2011 25.8 Forecast 300,000 H2 EBITD

  5. Slide 5: Clear strategy and shareholder return

    For personal use only Clear strategy and shareholder return Leverage strengths and build Monetise non-core Pursue growth catalysts strong foundation assets consistent with strategy  Valuable Cooper Basin oil  Romania  Otway  Tunisia position  Indonesia  Tunisia  Strong cash flow and cash  Po

  6. Slide 6: Cooper Basin oil

    For personal use only Cooper Basin oil – PEL 92 (COE 25%) & PEL 93 (COE 30%) Production  12 fields  FY11: 406,710 barrels (COE share)  FY12: target 500,000+ barrels (COE share) Development (PEL 92)  7 wells being connected  Further development drilling Exploration  Drilling starts June Quarter

  7. Slide 7: Cooper Basin - Western Flank oil

    For personal use only Cooper Basin - Western Flank oil  Very robust economics  Typical economic threshold is 45,000 barrels/well at US$100/barrel post drill INVESTOR PRESENTATION 7 March 2012 High margin business 7

  8. Slide 8: Otway Basin

    For personal use only Otway Basin – PEL 495 (COE 50%)  Prospective oil & gas area  793 km2 in basin heartland  Significant shale gas potential  Access to markets  September Quarter well - (“Sawpit Updip”) ▫ dual targets ▫ Beach and Somerton funding (1) Somerton Energy Limited presentation Septe

  9. Slide 9: Tunisia

    For personal use only Tunisia  3 contiguous licences ▫ Bargou 30% ▫ Hammamet 35% ▫ Nabeul 85%  12,644 km2  600 km2 Nabeul 3D seismic  Hammamet West-3 well  Nabeul exploration well  Multiple prospects and leads  Contingent P50 recoverable resource 33.3(1) mill bbls (1) COE share - Hammamet Wes

  10. Slide 10: Tunisia - Hammamet West

    For personal use only Tunisia – Hammamet West (COE 30%) NW SE  Dual targets Possible HW#3 ▫ 10 million bbls (P50) Birsa (1) ▫ 101 million bbls (P50) Abiod (1)  Farm-in partners fund up to A$26.6m ▫ Dragon Oil - 55% ▫ Jacka Resources - 15% (2)  Dragon valuable experience ▫ carbonate plays ▫ region

  11. Slide 11: Tunisia - Hammamet West - development concepts

    For personal use only Tunisia – Hammamet West – development concepts 101 million barrels (P50) recoverable 10 million barrels recoverable INVESTOR PRESENTATION 7 March 2012 Game changer 11

  12. Slide 12: Non-core assets

    For personal use only Non-core assets Indonesia – Sukananti/Sumbagsel Poland  Stable growing production (150+bbls/day)  Prospective contiguous licences  24 km2 Sukananti 3D seismic, 2011  Conventional and unconventional  Production growth  524 km Kanina 2D seismic, 2011  Multiple appraisal an

  13. Slide 13: Financial

    For personal use only Financial  Strong cash position  Healthy cash flow  Production growth  existing Cooper Basin oil fields  discoveries  acquisitions  Company changing opportunities  Otway well September Quarter 2012  Tunisia-Hammamet West-3 well October 2012  corporate activity  Focus

  14. Slide 14: Forward activity

    For personal use only Forward activity CY 2012 CY 2013 Q1 Q2 Q3 Q4 Q1 Q2 Cooper Basin - Production From 12 fields - New pipeline - Tie in new discoveries 3 discoveries - Drilling - appraisal & exploration Multiple wells - Seismic Otway Basin - Drilling - exploration 1 well Tunisia - Drilling - explo

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