ZaZa Energy Corp. · OTC:ZAZA
ZaZa Energy — Investor Presentation (February 2015)
28 slides from ZaZa Energy's investor presentation, Feb 27, 2015
Slide 1: Management Presentation March 2015
Management Presentation March 2015 Nasdaq: ZAZA
Slide 2: Investor Notices: Forward-Looking Statements
Investor Notices Nasdaq: ZAZA 2 Forward-Looking Statements. This presentation and other written or oral statements made by or on behalf of ZaZa Energy Corporation (the “Company”) contain forwardlooking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the
Slide 3: Capitalization & Asset Overview
Capitalization & Asset Overview Nasdaq: ZAZA 4 Capitalization Asset Map Total Developed Undeveloped Region Net Acres (HBP) Net Acres Net Acres EOG JV Acreage 31,821 6,747 25,075 Houston Expansion Acreage 9,751 - 9,751 Sweethome JV Acreage 907 537 370 Sweethome Non JV AMI Acreage 26 - 26 STX Eagle Fo
Slide 4: Investment Highlights
Investment Highlights Nasdaq: ZAZA 5 1.0 MMBoe Total Proved Reserves: 543.7 MBbls (57% liquids); $8.2 mm PV-101 Proved Developed reserves of 645.1 MBoe, $7.3 mm PV-101 Current production of ~600 Boe/d Strong Reserves & Production 31,821 net acres in Madison, Grimes and Walker counties, the core of t
Slide 5: Reserve Summary – SEC Price Case
Reserve Summary – SEC Price Case 1 Oil NGL Gas Total PV-10 (MBbls) (MBbls) (MMcf) (MBoe) % Liquids ($ MM) Proved Developed Producing 186.9 186.6 1,754.0 665.8 56.1% $11.3 Proved Developed Non-Producing 0.0 - 107.2 17.9 0.2% 0.1 Proved Undeveloped 91.7 112.3 738.4 327.1 62.4% 3.1 Total 278.6 298.9 2,
Slide 6: Eagle Ford East Development Targets
Eagle Ford East Development Targets Nasdaq: ZAZA 7 W 8300 8400 8500 8600 8700 8800 8900 9000 9100 9200 9300 9400 9500 9600 9700 9800 9900 10000 10100 10200 10300 10400 10500 10600 10700 10800 10900 11000 11100 11200 11300 11400 11500 11600 1700 0 300 GR [GAPI] (CTR) 0.2 2000 RT90 [ohmm] 0.45 -0.15 D
Slide 7: Potential Well Locations & Illustrative Well Economics
Potential Well Locations & Illustrative Well Economics 8 Nasdaq: ZAZA Well Development Options Horiztonal Buda 1 Vertical Buda-Rose 2 Wellhead Volumes Gas (MMcf) 3,628 2,141 Oil (MBbls) 702 218 Total (MBoe) 1,307 575 Gross Sales Volumes Gas (MMcf) 2,902 1,713 Oil (MBbls) 702 218 NGL (MBbls) 363 161
Slide 8: Corporate Valuation as of December 31, 2014
PUD Value Upside Potential From 80 Unitized Tract Drilling Locations Nasdaq: ZAZA 9 Corporate Valuation as of December 31, 2014 ($ in millions, except valuation multiples) Metric Category Metric Multiplier Valuation Proved Reserves Year End 2014 PV-10 1 $14.5 Acreage Undeveloped Net Acreage to ZaZa
Slide 9: Eagle Ford and Lower Cretaceous Completions
Eagle Ford and Lower Cretaceous Completions Nasdaq: ZAZA 10 SIGNIFICANT OFFSET ACTIVITY Walker Development Area
Slide 10: Lease Acreage Maps
Lease Acreage Maps Nasdaq: ZAZA 11 *Note: Excludes McMullen and Wilson counties acreage. MATERIAL POSITION IN COMPETITIVE LANDSCAPE ZAZA-EOG SM HK New Gulf Sequitur Sequitur EOG EOG ENXP APA ZAZA EOG EOG WAC Silver Oak EOG APC APC APC APC Juneau XTO XTO XTO XTO Sabine ZAZASabine Devon (Former GeoSou
Slide 11: Eagle Ford East Competitors
Eagle Ford East Competitors Nasdaq: ZAZA 12 PREMIER OFFSET PRODUCERS
Slide 12: Regional Woodbine/Eagle Ford Cross Section (West-East)
Regional Woodbine/Eagle Ford Cross Section (West-East) 13 HALCON CRIMSON EOG SM ENERGY ZAZA/EOG
Slide 13: Regional Lower Cretaceous Cross Section (North-South)
Regional Lower Cretaceous Cross Section (North-South) 14 BUDA 175 BOPD & 770 MCFGPD DEXTER 63 BOPD & 450 MCFGPD BUDA 112 BOPD & 586 MCFGPD GLENROSE 252 BOPD & 1414 MCFGPD BUDA/GLENROSE 30 BOPD & 1939 MCFGPD Toby Unit#1 BUDA 50 BOPD & 3272 MCFGPD NORTH-SOUTH STRATIGRAPHIC CROSS SECTION Datumed on Kia
Slide 14: Most Likely Potential Area (Buda Rose) – 1,766 Locations
Most Likely Potential Area (Buda Rose) – 1,766 Locations Nasdaq: ZAZA 15 Buda, Georgetown, and Edwards Potential No Buda Tests (Possibly Productive) Fractured Core 1,766 80-Acre Vertical Locations Potential 80-Acre Location Buda Test
Slide 15: Most Likely Potential Area (Horizontal Eagle Ford)
Most Likely Potential Area (Horizontal Eagle Ford) – 416 Locations Nasdaq: ZAZA 16 416 320-Acre Horizontal Locations Potential 320- Acre Horizontal Location Eagle Ford Test
Slide 16: Most Likely Potential Area (Horizontal Buda)
Most Likely Potential Area (Horizontal Buda) - 394 Locations Nasdaq: ZAZA 17 Buda, Georgetown, and Edwards Potential No Buda Tests (Possibly Productive) Fractured Core 394 320-Acre Horizontal Locations Potential 320-Acre Horizontal Location Buda Test
Slide 17: Horizontal Buda Geomechanics
Horizontal Buda Geomechanics Nasdaq: ZAZA 18 Depth Pressure Water Increasing Gas 1500’ Hydrocarbon Column Eagle Ford Shale L. Cretaceous Carbonates P Partially Breached Seal BUDA-EDWARDS IP 657 BOPD & 1919 MCFPD BUDA-EDWARDS IP 539 BOPD & 2504 MCFPD BUDA-EDWARDS IP 412 BO & 702 MCFPD BUDA-EDWARDS IP
Slide 18: Most Likely Potential Area (Horizontal Kiamichi)
Most Likely Potential Area (Horizontal Kiamichi) - 238 Locations Nasdaq: ZAZA 19 238 320-Acre Horizontal Locations Potential 320- Acre Horizontal Location Kiamichi Test KIAMICHI GEORGETOWN BUDA EDWARDS LIME EDWARDS SHALE
Slide 19: Most Likely Potential Area (Horizontal Goodland)
Most Likely Potential Area (Horizontal Goodland) - 238 Locations Nasdaq: ZAZA 20 238 320-Acre Horizontal Locations Potential 320- Acre Horizontal Location Edwards/Goodland Test
Slide 20: Most Likely Potential Area (Horizontal Glenrose)
Most Likely Potential Area (Horizontal Glenrose) - 390 Locations Nasdaq: ZAZA 21 Colburn 3H (Glenrose) Completion 12-11-2014 390 320-Acre Horizontal Locations Potential 320- Acre Horizontal Location GlenroseTest
Slide 21: Proven Technical Leadership
Proven Technical Leadership 22 Todd Brooks (Founder, Executive Director, President & CEO). Founded ZaZa Energy, LLC in 2009. Led company into multiple, scaled drilling and development JVs in the Eagle Ford trends. Took ZaZa public via reverse merger in early 2012. Principal of Neuhaus Brooks Investm
Slide 22: Seasoned Commercial Team
Seasoned Commercial Team 23 SIGNIFICANT EXPERIENCE Scott Gaille (Chief Compliance Officer & General Counsel). Served as Director Business Development for Occidental Oil & Gas Corporation. Formerly Vinson & Elkins LLP attorney & General Counsel of regulated investment company. Adjunct Professor at Ri
Slide 23: Appendix
Appendix ZX ZAZA ENERGY Nasdag: 2028 2
Slide 24: Credit Suisse Research Update
Credit Suisse Research Update 25 . Credit Suisse released a research update on EOG in February of 2015 where they discussed EOG and ZaZa’s success in East Texas. Highlights of the update include: . EOG’s Vick “B” Unit #1H discovery well is prolific judging by early production history: . On a two-str
Slide 25: Recent Eagle Ford East Transactions: Private Equity Partnerships
Recent Eagle Ford East Transactions Nasdaq: ZAZA 26 PRIVATE EQUITY PARTNERSHIPS
Slide 26: Recent Eagle Ford East Transactions: Mergers & Acquisitions
Recent Eagle Ford East Transactions Nasdaq: ZAZA 27 MERGERS & ACQUISITIONS
Slide 27: Eagle Ford East Recent Rig Activity
Eagle Ford East Nasdaq: ZAZA 28 RECENT RIG ACTIVITY
Slide 28: ZaZa Energy Corporation Contacts
Nasdaq: ZAZA 29 ZaZa Energy Corporation Contacts Ted Wicks VP of Capital Markets 713-595-1913 [email protected] Todd Brooks Chief Executive Officer & President 713-595-1949 [email protected] Paul Jansen Chief Financial Officer 713-595-1937 [email protected]