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Week of November 28, 2011Volume 1, No. 10

ExxonMobil & BP drive to the future

Two thoughts on the future of E&P

Slide

ExxonMobil View to 2030

Full Presentation

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BP View to 2030

Full Presentation

With PLS' docFinder database,  we recently viewed a slide from ExxonMobil which looked familiar.  With a quick search and seek, we were able to find and compare BP and ExxonMobil's fundamental outlook for population growth, GDP growth and Energy Demand to the year 2030.  

According to ExxonMobil's version, sourced from XOM's 2010 "The Outlook for Energy - A View to 2030", growing global populations seeking to advance economically will drive energy demand by an average of 1.2% annually.

Given the playbook, ExxonMobil's presentation provides excellent detail on the role of unconventional resources for the future of the Energy sector.  In contrast, BP's recent presentation focused more on its strength in exploration including deepwater opportunities.  Two companies, two messages.  

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featured.slides from docFinder

Slide Slide Slide Slide

Apache Track Record


November 16, 2011

Anadarko Growth


November 15, 2011

Cabot's Share Price


November 15, 2011

Halliburton Winning


November 15, 2011

As the slide above shows, Apache set a quarterly production record of 752,000 boe/d. Cash flow also scored another record, $2.7 billion for the quarter. The results exemplify Apache's pacesetting attributes including: Relentless, Urgent, Empowered, Independent, Conservative.

Full Presentation.

Anadarko is another pacesetter.  In its Line-of-Sight, the company has visibility for 7-9% compound growth in production through 2014 with increasing liquids component.  The company also maintains optionality on world class projects beyond 2014 that provide high impact to production and EBITDA.

Full Presentation.

Cabot's expanding growth rate over the last three years has certainly been rewarding for its shareholders.  Its success in the Marcellus continues with recent new records like 12.5 days from spud to TD with casing and production of 520 MMcf/d.

Full Presentation

Halliburton appears to running on all cylinders beating out the competition in growth of operating income since Q1 2008. Thanks go largely to pressure pumping services where Halliburton has jumped from #4 to #1 with a 17.5% CAGR since 2001.  The future looks bright as spending is forecast to grow.

Full Presentation

featured.transactions from PLS global M&A database

DateHeadlineValue
11/27/11ExxonMobil's XTO subsidiary acquires acreage in Uinta basin, Carbon County$39 MM
11/22/11KKR et al acquire Samson Investments assets less Gulf Coast, GOM$7,200 MM
11/21/11Cetrica PLC buys Norwegian N. Sea producing and development assets from Statoil$1,525 MM
11/18/11Stone Energy buys certain BP deepwater GOM assets: Mica, Pompano & MC 29 etc.$204 MM

Source: PLS M&A Database

featured.deals from PLS divestment arm

SERVICE COMPANY FOR SALE SERVICE COMPANY FOR SALE
Unique Tubular Manufacturing Operation
PATENT PENDING TECHNOLOGY
PROPRIETARY CONNECTION
Drill Pipe & Drill Stem Components
New Thread Profile. Maximum Torque
Reduce Peak Stress
Technology Has Various Design Validation
100% INTEREST IN BUSINESS FOR SALE
Recent Revenues: $10-$15 MM
Conroe Texas Assets Include:
--Real Property & Manufacturing Plant
--Machinery & Equipment Inventory
--Office Equipment
COURT ORDERED SALE & AUCTION
--Patent Application Pending PTECH+
Opportunity To OutBid The Stalking Horse
SV 5004CO
View Details
EAGLE FORD PACKAGE FOR SALE EAGLE FORD PACKAGE FOR SALE
2 Wells; ~4,700 Gross Acres
SOUTH ZAVALA COUNTY
Briscoe Ranch (Eagleford) Field
Eagle Ford Oil Window
Buda Limestone & Austin Chalk
3-D Seismic Available
50-100% OPERATED WI; ~75% NRI
Net Production ~54 BOPD
Additional Drilling Locations
PDP Reserves ~170 MBO
PDP PV10 ~$5.5MM
Offset Activity by Chesapeake & Newfield
PP 8690DV
View Details

featured.listings from the industry's MLS network

PERMIAN BASIN NONOPERATED
105-Active. 753-PUD. 40,000-Acres.
WOLFBERRY TREND
ANDREWS, MARTIN & ECTOR Cos
2-MAJOR LEASE POSITIONS
OnGoing Drilling Program (4-Rigs).
SIGNIFICANT UPSIDE INCLUDES --
-- 1,892-UNDEVELOPED LOCATIONS
20% NonOperated WI (Net Profits)
Net Production: 835 BOPD & 1.7 MMCFD
Significant Additional Atoka Potential.
Net Operating Income: $1,700,000/Mn
Net Proved Reserves: 18.7 MMBOE
1,139-Probable InFill Locations.
Total Proved R/P of 46 Years.
Net Proved Rsrvs (PV10): $226,000,000
Internal Reserves Report Available.
PP 2853DV
View Details 		PP YOUNG CO., TX PROSPECT
20-40 Potential Wells. 5,447+ Acres.
WESTERN YOUNG COUNTY
EASTERN SHELF / FT. WORTH BASIN
Obj 1: Mississippi Lime. 4,500 Ft.
Obj 2: Caddo Formation. 2,700 Ft.
RESOURCE PLAY
Miss Lime Is Analog to Northern OK.
75% OPERATED WI; 75% NRI
Operations Come With 50% WI Or More.
Est Miss Lime Rsrvs/Well: 409 MBOE
Est Project Reserves: ~8.2-16.3 MMBOE
Est Completed Well Cost: $1,800,000
DV 7066
View Details 		DV
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