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Oil & Gas Investor Showcase 2013

Page under construction - complete Aug 30 2013

The upcoming 2013 Drilling Season could be the Best Ever!!

EPAC's Investor Showcase connects analysts, fund managers, investors, industry executives and media, with a selection of Canada's most dynamic junior and mid-cap oil and gas producers.

Highlights from Investors Quarterly Year End 2012

(Source: www.iq.bmir.com)

Top 3 Q4 Jr oil production: Freehold, Cequence, Surge

Top 3 Q4 Nat. Gas: Wrangler West, Terra, PineCliff

Top 3 Reserve Life: Painted Pony, YoHo, Cequence

Top 3 Enterprise value: Freehold, Raging River, DeeThree

Top 3 Year end Undeveloped Land (net acres) Terra, TORC, Surge

Top 3 Total Return: DeeThree, Manitok, Edge

(COMING SOON SEPTEMBER 2013 In-Depth Winter Investor Report)

(click to enlarge) Traits for reasoning through O&G Investments

MEANWHILE READ THE FREE INSTABLOG BELOW...

Assuming you were not in attendance, here are some Highlights from the 2013 EPAC Oil and Gas Investor Showcase. This post is just to give you a quick snapshot of ideas presented, and give you a starting point to dig deeper in what interests you as an O&G investor.

For each company I have set up 3 links below called;

PEOPLE (list of the directors and their backgrounds)

PROJECTS (list of presentations)

PROFITS (links to the finance numbers)

(click to enlarge)Develop your own screening process from top 20

(Scroll to very bottom for links to these oil magazines)

Top 3 picks going into Winter 2013 are:

Crescent Point TSX: CPG, [not epac list below]

Palliser Oil TSX:PXL

Cequence Energy TSX:CQE

1. CPG very long oil reserve life, making it a safe long term investment, they have a very solid base to grow from they are in the right basins with the right technology and they have the hedging strategies to protect and grow profits.

Key points: A 20 Year drilling inventory of 10,000 locations, Shaunovon area has multi-stage fracking potential,they have never missed a production target in 13 years, they have a possible 805 million BBL of unbooked reserves!

Upto 65% of their production is hedged with put/swap/call strategies, they recently moved in to the prolific UINTA BASIN and have strong reserve growth.

(click to enlarge) extraction from cpg presentation

http://www.crescentpointenergy.com/files/14886.CPG-Presentation-2013-06-Web.pdf

2. PXL cold heavy oil production technology ("CHOPS") applied to older oil fields in LLoydminster are increasing their recovery rates from 2 upto 13% which could not only be a game changer for PXL but also the entire heavy oil industry!

Extraction from presentation

Applying 'chops' HVL technology is working!!

http://www.palliserogc.com/pdf/2013%2006%2010%20Corporate%20Presentation.pdf

(click to enlarge)

3. CQE their oil reserves are going up, their drilling costs are decreasing (costs down 30%), they are getting better at repeating successes in the Upper Montney and their deep basin strategy in the simonette area will get better and more focused as it goes forward.

Extraction from presentation

Upper Montney is Main Target

[ EPAC's Top 20 ]

(click to enlarge) The Full List (*some amendments may exist)

Here is List of Companies that presented this year 2013 and you can find more about them by clicking the links to each company below. I will be editing and updating this page through the summer of 2013.

(click to enlarge) Quick list of Top 20 Presenters NOTE:The list is not a ranking # it is just a list, the rank by production or other metrics is at the very bottom.

* Crescent Point was added to the above list (not on above list)

HOW THIS BLOG PAGE IS ORGANIZED:

Just a slide or two from each presenter, with Key Points to help you short list or compare junior oil and gas companies.

No time to read all this?

As you read through each company snapshot you can then click to learn what makes that company special in terms of their PEOPLE, PROJECTS or PROFITS.

[ Just keep in mind to whittle down the hundreds of Canadian Juniors to just 20, is to really indicate that all of these 20 businesses are already "the Best of the Best" in up and coming jr. oil companies. You can decide for yourself based on what angle or metric you think offers the best way to look at your own investments.]

Keep this little ballpark risk formula in the back of your mind as you scroll down through each company. You don't need to crunch it, the experts have done so for you, but it may help you select one play over another.

(click to enlarge) Orange = ON BUYING RADAR

(click to enlarge) List 1. Birchcliff Energy Ltd.

People

Projects

Profits

(click to enlarge) 2. Cequence Energy Ltd. (#2 Q4 oil production)

PEOPLE

PROJECTS PRESENTATION MAY 2013

PROFIT

170,000 Acres Land Package in Deep Basin

Key Points

Mostly targeting the MONTNEY FORMATION.

3. Crew Energy

CREW ENERGY JUNE 2013

Crew Energy Inc.

PEOPLE

PROJECTS

PROFITS

4. Crown Point Energy Inc.

Crown Point Energy Inc.

PEOPLE

PROJECTS

PROFITS

(click to enlarge) 5. Hemisphere Energy

Hemisphere Energy Corporation

PEOPLE

PROJECTS

PROFITS

6. LGX Oil and Gas

LGX Oil + Gas Inc.

PEOPLE

PROJECTS

PROFITS

(click to enlarge)Targeting the Swift geological formation

(click to enlarge) 7. Long Run Exploration

Long Run Exploration Ltd.

PEOPLE

PROJECTS

PROFITS

(click to enlarge) 8. Marquee Energy Ltd.

Marquee Energy Ltd

PEOPLE edit

PROJECTS

PROFITS

(click to enlarge) 9. Nal Resources

NAL Resources Limited (is owned now by Manulife Financial)

PEOPLE

PROJECTS

PROFITS * Manulife Financial (click to enlarge)

(click to enlarge) 10. Palliser Oil and Gas Corp. [Our Top 3 Pick

Palliser Oil & Gas Corporation

PEOPLE

PROJECTS

PROFITS

(click to enlarge) 11. Paramount Energy Resources Ltd.

Paramount Resources Ltd.

PEOPLE

PROJECTS

PROFITS

(click to enlarge) Montney Liquids-Rich gas(click to enlarge) KayBob GAS Play

12. Petrom4anas Energy Inc.

Petromanas Energy

People

Projects

Profits

Petromanas Energy Inc. is an international oil and gas company focused on the exploration and development of its assets in Albania. Petromanas, through its wholly-owned subsidiary, holds two Production Sharing Contracts ("PSCs") with the Albanian government. Under the terms of the PSCs, Petromanas has a 100% working interest in Blocks D and E and a 50% working interest in Blocks 2 and 3 that comprise more than 1.1 million gross acres across Albania's Berati thrust belt. Petromanas also holds exploration assets in France and Australia.

13. PINE CLIFF ENERGY

Pine Cliff Energy Ltd.

PEOPLE

PROJECTS

PROFITS

(click to enlarge)14. Raging River Exploration

RRX Raging River Exploration

PEOPLE

PROJECTS

PROFITS

15. RMP ENERGY INC15. RMP ENERGY

Our oil and gas exploration and production base is West Central Alberta's Ante Creek, Waskahigan, Grizzly, Kaybob and Pine Creek areas. We have also established land positions in Alberta's Ricinus area as well as Big Muddy in Saskatchewan. RMP's priority is a significant oil resource drilling program at Ante Creek and Waskahigan. During the fourth quarter ended December 31 2012, RMP produced 6,656 barrels of oil equivalent per day (boe/d), weighted 50% light oil and NGLs.

PEOPLE

PROJECTS

PROFITS

(click to enlarge) 16. Rock Energy Ltd.

RockEnergy

PEOPLE

PROJECTS

PROFITS

17. SURGE ENERGY (#3 in Q4 oil production)

SURGE ENERGY

PEOPLE

PROJECTS

PROFITS

Surge Energy Inc. is an oil focused oil and gas company with operations in Alberta, Manitoba and North Dakota.

18. TALL GRASS

Link to Seeking Alpha Post

PEOPLE

PROJECTS

PROFITS

19. TRILOGY(click to enlarge)

PEOPLE

PROJECTS

PROFITS

20. YOHO RESOURCES

YOHO RESOURCES

PEOPLE

PROJECTS

PROFITS

-

--other presenters not on epac's original list, that attended--

Crescent Point Energy Corp. [ This is #1 in our top 3 picks for its reserves]

PEOPLE

PROJECTS

PROFITS

Other links of Interest:

Click here to go to Oilweek

(click to enlarge) Click here to go to O&G Inquirer

(click to enlarge) Click here to go to Oilsands review

(click to enlarge) Click here to go to Heavyoil& Oilsands

(click to enlarge) Click here to go to New Tech Magazine

www.gasandoilexpo.com

Check out Bryan Mills Iradesso www.iq.bmir.com you can order information and publications from them with highlights like below.

WHO HAS TAX POOLS?

[ list of remaining tax pools by symbol ]

PXL = 92 Million Tax Pool

RRX 238 MM

Comparisons of Reserves

[ List ] Q4 2012 RESERVES

Q4 2012 List of Top Oil Producers

EPAC 2013 Q1 Top Oil Producers

(click to enlarge) Top 20 Enterprise Value

NAV is Different than EV, we lwill list both here...

(click to enlarge) 2012 $8.21 NAV/Share SGY

(click to enlarge) Sorting through the top Oil and Gas Issuers

LIST OF JUNIOR OIL COMPANIES ON TSX

Advantage Oil & Gas Ltd. AAV
Anderson Energy Ltd. AXL
Angle Energy Inc. NGL
Antrim Energy Inc. AEN
ARC Resources Ltd. ARX
Argent Energy Trust AET
Arsenal Energy Inc. AEI
Artek Exploration Ltd. RTK
Athabasca Oil Corporation ATH
Aurora Oil & Gas Limited AEF
Bankers Petroleum Ltd. BNK
Baytex Energy Corp. BTE
Bellatrix Exploration Ltd BXE
Bengal Energy Ltd. BNG
Birchcliff Energy Ltd. BIR
BlackPearl Resources Inc. PXX
BNK Petroleum Inc. BKX
Bonavista Energy Corporation BNP
Bonterra Energy Corp BNE
Calvalley Petroleum Inc. CVI
Canacol Energy Ltd. CNE
Canadian Natural Resources Limited CNQ
Canadian Oil Sands Limited COS
Candax Energy Inc. CAX
Caspian Energy Inc. CEK
Caza Oil & Gas Inc. CAZ
Cenovus Energy Inc CVE
Cequence Energy Ltd. CQE
Chinook Energy Inc. CKE
Coastal Energy Company CEN
Condor Petroleum Inc. CPI
Connacher Oil and Gas Limited CLL
Corridor Resources Inc. CDH
Crescent Point Energy Corp. CPG
Crew Energy Inc. CR
Crocotta Energy Inc. CTA
DeeThree Exploration Ltd. DTX
Dejour Energy Inc. DEJ
Delphi Energy Corp. DEE
Dundee Energy Limited DEN
Eagle Energy Trust EGL
Ecopetrol S.A. ECP
Encana Corporation ECA
Enerplus Corporation ERF
Epsilon Energy Ltd. EPS
Equal Energy Ltd EQU
Exall Energy Corporation EE
Freehold Royalties Ltd. FRU
Gran Tierra Energy Inc. GTE
Gran Tierra Exchangeco Inc. GTX
Heritage Oil Corporation HOC
Husky Energy Inc. HSE
Imperial Oil Limited IMO
Insignia Energy Ltd. ISN
Ithaca Energy Inc. IAE
Ivanhoe Energy Inc. IE
Jura Energy Corporation JEC
Kelt Exploration Ltd. KEL
Legacy Oil + Gas Inc LEG
Lightstream Resources Ltd. LTS
Lone Pine Resources Inc. LPR
Long Run Exploration Ltd. LRE
Longview Oil Corp. LNV
Lundin Petroleum AB LUP
MEG Energy Corp MEG
Metalore Resources Limited MET
MGM Energy Corp. MGX
Niko Resources Ltd. NKO
NuVista Energy Ltd. NVA
Oando Energy Resources Inc. OER
Oryx Petroleum Corporation Limited OXC
Pacific Rubiales Energy Corp. PRE
Parallel Energy Trust PLT
Paramount Resources Ltd. POU
Parex Resources Inc PXT
Pengrowth Energy Corporation PGF
Penn West Petroleum Ltd. PWT
Perpetual Energy Inc. PMT
Petrobank Energy and Resources Ltd. PBG
Petrominerales Ltd. PMG
Peyto Exploration & Development Corp. PEY
Questerre Energy Corporation QEC
Raging River Exploration Inc. RRX
RMP Energy Inc. RMP
Rock Energy Inc. RE
Santonia Energy Inc. STE
Second Wave Petroleum Inc. SCS
Serica Energy plc SQZ
Serinus Energy Inc. SEN
Shoreline Energy Corp. SEQ
Sonde Resources Corp SOQ
Southern Pacific Resource Corp STP
Spyglass Resources Corp. SGL
Suncor Energy Inc. SU
Sunshine Oilsands Ltd. SUO
Sure Energy Inc. SHR
Surge Energy Inc. SGY
TAG Oil Ltd. TAO
Talisman Energy Inc. TLM
Terra Energy Corp. TT
Tethys Petroleum Limited TPL
TORC Oil & Gas Ltd. TOG
Tourmaline Oil Corp. TOU
TransAtlantic Petroleum Ltd TNP
TransGlobe Energy Corporation TGL
Trilogy Energy Corp TET
Twin Butte Energy Ltd. TBE
Valeura Energy Inc VLE
Vermilion Energy Inc. VET
Waldron Energy Corporation WDN
Whitecap Resources Inc. WCP
Zargon Oil & Gas Ltd. ZAR

Suncor Energy Inc. SU 46,736,623,992 1,507,633,032
Imperial Oil Limited IMO 34,031,100,292 847,599,011
Canadian Natural Resources Limited CNQ 32,284,079,285 1,088,839,099
Husky Energy Inc. HSE 27,843,338,817 995,129,865
Cenovus Energy Inc CVE 22,667,840,010 755,594,667
Crescent Point Energy Corp. CPG 13,649,857,306 382,670,516
Encana Corporation ECA 13,083,763,699 735,456,082
Talisman Energy Inc. TLM 12,606,427,008 1,042,555,584
Canadian Oil Sands Limited COS 9,434,407,479 484,561,247
ARC Resources Ltd. ARX 8,564,193,478 311,085,851
Tourmaline Oil Corp. TOU 7,755,743,045 184,090,744
Lundin Petroleum AB LUP 6,529,883,313 317,910,580
MEG Energy Corp MEG 6,380,824,284 221,325,851
Pacific Rubiales Energy Corp. PRE 5,968,364,896 322,953,042
Penn West Petroleum Ltd. PWT 5,383,574,914 485,006,749
Vermilion Energy Inc. VET 5,207,468,143 101,292,903
Baytex Energy Corp. BTE 4,676,429,797 123,388,649
Peyto Exploration & Development Corp. PEY 4,522,271,259 148,758,923
Paramount Resources Ltd. POU 3,400,080,391 95,373,924
Enerplus Corporation ERF 3,107,919,223 199,994,802
Pengrowth Energy Corporation PGF 2,941,527,076 519,546,920
Trilogy Energy Corp TET 2,880,030,294 91,720,710
Athabasca Oil Corporation ATH 2,608,171,914 400,640,847
Bonavista Energy Corporation BNP 2,465,066,058 180,590,920
Gran Tierra Energy Inc. GTE 1,730,686,009 269,577,260
Whitecap Resources Inc. WCP 1,611,710,231 147,592,512
Freehold Royalties Ltd. FRU 1,571,310,832 66,665,712
Coastal Energy Company CEN 1,559,794,179 113,604,820
Lightstream Resources Ltd. LTS 1,531,397,845 195,082,528
Bonterra Energy Corp BNE 1,514,511,989 30,620,946
Oryx Petroleum Corporation Limited OXC 1,380,442,540 98,462,378
Aurora Oil & Gas Limited AEF 1,263,037,894 447,885,778
Birchcliff Energy Ltd. BIR 1,258,108,391 146,292,695
Ecopetrol S.A. ECP 914,591,148 21,102,703
NuVista Energy Ltd. NVA 851,982,821 118,660,560
Advantage Oil & Gas Ltd. AAV 785,211,278 169,245,338
Legacy Oil + Gas Inc LEG 778,199,806 157,212,082
Bellatrix Exploration Ltd BXE 763,014,672 108,469,329
Niko Resources Ltd. NKO 728,906,316 71,365,491
Bankers Petroleum Ltd. BNK 662,645,028 253,886,984
Raging River Exploration Inc. RRX 650,542,965 156,757,341
Crew Energy Inc. CR 630,038,966 121,629,144
Kelt Exploration Ltd. KEL 622,533,281 84,126,119
Sunshine Oilsands Ltd. SUO 603,919,294 2,875,806,161
Argent Energy Trust AET 588,267,233 49,983,560
DeeThree Exploration Ltd. DTX 580,835,236 76,425,689
TransGlobe Energy Corporation TGL 567,809,780 74,871,638
Twin Butte Energy Ltd. TBE 567,041,260 249,797,912
Ithaca Energy Inc. IAE 564,222,604 316,978,991
Parex Resources Inc PXT 528,604,526 109,284,351
Petrominerales Ltd. PMG 507,762,936 84,627,156
BlackPearl Resources Inc. PXX 470,812,210 296,108,308
RMP Energy Inc. RMP 463,422,261 109,556,090
Long Run Exploration Ltd. LRE 414,002,892 110,107,152
Surge Energy Inc. SGY 369,296,654 71,847,598
Cequence Energy Ltd. CQE 350,110,738 210,910,083
Perpetual Energy Inc. PMT 325,956,254 149,820,263
Angle Energy Inc. NGL 321,076,768 81,651,631
TransAtlantic Petroleum Ltd TNP 291,436,527 368,906,996
TORC Oil & Gas Ltd. TOG 277,824,953 192,933,995
Crocotta Energy Inc. CTA 276,798,640 95,447,807
Canacol Energy Ltd. CNE 276,665,136 86,754,455
Serinus Energy Inc. SEN 254,701,056 78,611,437
Parallel Energy Trust PLT 246,052,195 53,588,685
Zargon Oil & Gas Ltd. ZAR 244,491,647 30,569,731
Spyglass Resources Corp. SGL 243,345,829 128,076,752
Chinook Energy Inc. CKE 239,890,203 214,187,681
Longview Oil Corp. LNV 233,454,457 46,878,405
Eagle Energy Trust EGL 232,370,182 30,575,024
Tethys Petroleum Limited TPL 218,201,885 287,107,744
Southern Pacific Resource Corp STP 209,584,617 399,578,603
Epsilon Energy Ltd. EPS 201,044,045 50,633,243
Delphi Energy Corp. DEE 195,966,461 153,098,798
Equal Energy Ltd EQU 194,875,481 36,065,910
Artek Exploration Ltd. RTK 189,292,914 62,472,909
TAG Oil Ltd. TAO 176,811,890 59,532,623
Questerre Energy Corporation QEC 173,861,178 234,947,538
Santonia Energy Inc. STE 166,201,608 102,593,585
Condor Petroleum Inc. CPI 166,138,018 346,120,871
Oando Energy Resources Inc. OER 148,475,068 106,053,620
Ivanhoe Energy Inc. IE 141,976,555 115,324,253
Calvalley Petroleum Inc. CVI 123,590,978 79,224,986
BNK Petroleum Inc. BKX 122,707,006 144,361,184
Anderson Energy Ltd. AXL 82,881,558 173,509,701
MGM Energy Corp. MGX 81,583,663 388,493,631
Insignia Energy Ltd. ISN 77,320,022 57,701,509
Corridor Resources Inc. CDH 74,309,872 88,464,133
Arsenal Energy Inc. AEI 70,497,794 160,222,260
Dundee Energy Limited DEN 68,683,258 188,173,310
Serica Energy plc SQZ 56,658,796 182,770,310
Sonde Resources Corp SOQ 54,825,272 62,301,446
Rock Energy Inc. RE 51,146,217 39,343,244
Petrobank Energy and Resources Ltd. PBG 46,846,381 97,596,627
Gran Tierra Exchangeco Inc. GTX 40,014,363 6,840,062
Bengal Energy Ltd. BNG 39,430,940 61,610,843
Shoreline Energy Corp. SEQ 36,684,826 7,792,556
Caza Oil & Gas Inc. CAZ 31,914,349 177,301,939
Dejour Energy Inc. DEJ 29,783,275 148,916,374
Terra Energy Corp. TT 29,482,392 101,663,422
Connacher Oil and Gas Limited CLL 29,231,786 449,719,792
Lone Pine Resources Inc. LPR 28,565,476 86,562,048
Exall Energy Corporation EE 26,981,094 66,864,854
Candax Energy Inc. CAX 26,698,238 1,067,929,509
Second Wave Petroleum Inc. SCS 24,815,783 84,121,297
Valeura Energy Inc VLE 24,320,577 57,906,135
Jura Energy Corporation JEC 20,722,898 69,076,328
Antrim Energy Inc. AEN 15,702,141 184,731,076
Waldron Energy Corporation WDN 12,811,076 40,034,611
Sure Energy Inc. SHR 10,298,707 60,580,630
Caspian Energy Inc. CEK 9,208,711 230,217,771
Metalore Resources Limited MET 6,390,126 1,775,035
Heritage Oil Corporation HOC 6,185,867 2,361,018

Disclosure: I am long PSLRF, CEQXF, FRHLF.