Aminex Plc · LSE:AEX
Aminex — Investor Presentation (December 2014)
14 slides from Aminex's investor presentation, December 2014
Slide 1: Corporate Presentation
aominex Corporate Presentation
Slide 2: Disclaimer
Disclaimer This document, which is personal to the recipient and has been issued by Aminex PLC (the “Company”), comprises written materials/slides for an investor presentation. It and its contents are confidential and may not be reproduced, redistributed or passed on, directly or indirectly, to any
Slide 3: Investment summary
Investment summary Africa-focused oil and gas company with near term production, development and high impact exploration • Experienced, recognised and well- invested management team • Strong asset base with large resource potential and a route to monetisation in early 2015 • Fully funded to execute
Slide 4: Executives and advisors
Executives and advisors Commercial and operational experience and financially committed Brian Hall Jay Bhattacherjee Philip Thompson Max Williams Thierry Murcia Country Bernard Andre Chairman CEO COO Finance Director Manager, Tanzania Exploration Advisor • 40 years’ industry • Co-founder and • Found
Slide 5: Strength of Assets
Strength of Assets Material operated exposure to East Africa • Aminex is the operator of all its assets in Tanzania • Exposure to a well balanced portfolio of assets • Management team with strong operational backgrounds Large resource potential • Exceptional entry point for investment relative to th
Slide 6: Asset detail: Tanzania
Asset detail: Tanzania Material operated interest in assets All discoveries to be produced into main pipeline being constructed 6
Slide 7: Kiliwani North Field: Development licence
Kiliwani North Field: Development licence Kiliwani North summary (65% WI) Expected production date 1H 2015 Expected IP rate 20 MMCF/D Resource estimate Pmean* 45 BCF (gross) Expected Net Cashflows $10-15MM p.a. * All discovered and prospective resource numbers are GIIP, ISIS Reports Gross Gas MMCF/D
Slide 8: Ruvuma PSA
Ruvuma PSA Ruvuma summary (75% WI) Infill seismic programme completed over Ntorya, Likonde, and Namisange Ntorya and Likonde are connected in the Cretaceous zones Ntorya-1 flow tested at 20 mmcfd with 139 bbls associated condensate Revised Ntorya/Namisange/Likonde estimate: 3.2 Tcf (Pmean, GIIP)* *m
Slide 9: Proposed Appraisal Well to test: Ntorya & Likonde Updip
Proposed Appraisal Well to test: Ntorya & Likonde Updip New 2014 Seismic Line 121 Down Axis of Ntorya Channel SW Ntorya-2 NE Appraisal Well Ntorya-1Discovery Well Projected 4 km From Southeast GDT 0 2 4 6 8 10 km 9
Slide 10: Nyuni Area PSA
Nyuni Area PSA Nyuni summary (70% WI) Focus on deep water prospectivity Company to seek partners for its interest in order to focus on onshore development areas Highly prospective licence with adjacent large discoveries Analogous to large Chewa & Pweza discoveries (4.5 TCF) 10
Slide 11: Pande West Lead (Viazi Prospect in Ophir Licence)
Pande West Lead (Viazi Prospect in Ophir Licence) Nyuni Pande W. Lead: Tertiary amplitudes pinchout on Nyuni PSA Pande West (Viazi): Seismic Slice PSA Pande West 3D seismic required: Limit of Pande West • To convert Pande West Lead to a Prospect (Viazi) • To estimate Pmean GIIP and recoverable resou
Slide 12: Other assets – Egypt, Moldova
Other assets – Egypt, Moldova West Esh el Mallaha Valeni Field (Partnership agreement) • 10% carried interest • 80% WI on new wells and workovers • Extension granted on license • No further capital to be spent in country • South Malak well to be spud in due course and no obligations outstanding • Ad
Slide 13: Corporate strategy
Corporate strategy 1. Rejuvenate Aminex • Directors and management’s interests are and will remain aligned with shareholders • Expand the Company’s technical capacity • Focus on Africa • Drive forward the core asset base in Tanzania • Begin production from Kiliwani North • Appraise the Ntorya-1 disc
Slide 14: Contact
Contact Aminex PLC 7 Gower Street, London, WC1E 6HA, UK Tel: +44 (0)20 7291 3100 Fax: +44(0)20 7636 9667 Email: [email protected] www.aminex-plc.com 14