3 years ago

IRADESSO QUARTERLY - BMIR - Bryan Mills Iradesso

IRADESSO QUARTERLY - BMIR - Bryan Mills Iradesso


international SnapSHotSFINDING OPPORTUNITY, ANSWERS, ENERGYListing: TSX-PMGShares outstanding: 99.4 million at June 30, 2010August 31, 2010 share price: $24.75Market capitalization: $2,460 millionCastor, Casanare Este, MapacheAntorchaBlocks 59,15, 25 & 31Corcel &GuatiquiaCOLOMBIAOrito, Las AguilasNeivaJaguar, JoropoCasimenaChiguiro Este,Chiquiro OesteRio AriariiQ SnapSHotNet debt: $12 million ($79 million debentures less $67 million working capital)Enterprise value (market cap. + net debt): $2,472 millionQ2 2010 average daily production:Crude oil and NGLs 44,203 bbls/d 100%OilGasBlock 161Block 131Block 114Block 126Block 141Natural gas 0 mmcf/d 0%Total 44,203 boe/d 100%Strategies:HIGH IMPACT EXPLORATION1.9 million acres in Colombia (100% WI), 9.4 million gross acres (5.2 million net) in PeruFocus of OperationsPROVEN SUCCESSFour consecutive years of over 100% production growthHIGH VALUE PRODUCTION BASEAverage production base of over 44,200 bopd (Q2 2010)attracting industry-leading operating netbacksEXTENSIVE, DIVERSIFIED DRILLING INVENTORYMore than 70 drillable exploration prospects over 20 exploration blocks and90 development locations— from Petrominerales August 2010 corporate presentationRecent News:August 31, 2010Petrominerales provides InterOil update - announcesintention to direct resources to other opportunitiesAugust 25, 2010Petrominerales closes US$550 million convertiblenote offeringAugust 25, 2010Petrominerales reports another record quarter with105 percent increase in productionContact:1900, 111 – 5th Avenue S.W.Calgary, Alberta T2P 3Y6tel 403.750.4400ir@petrominerales.comwww.petrominerales.comOfficersCorey Ruttan - President & CEOJohn Scott - COOKelly Sledz - CFORuben Cano - VP, Services and LogisticsAndrea Hatzinikolas - Assistant CorporateSecretary & General CounselAllen Knight - VP, New VenturesErik Lyngberg - Sr VP, ExplorationAlastair MacDonald - Corporate SecretaryTannya Morales - VP, FinanceJeff Chant - VP, Organizational PerformanceDirectorsAlastair MacDonaldKenneth McKinnonJerald OaksErnesto SarpiEnrique Umaña-ValenzuelaJohn WrightGeir YtrelandAnalyst Coverage:Bank of America/Merrill LynchBMO Nesbitt BurnsCanaccord GenuityClarus SecuritiesCormark SecuritiesDundee Capital Markets SecuritiesFirstEnergy Capital CorporationFraser MacKenzieGenuity CapitalGMP SecuritiesHaywood SecuritiesJennings CapitalMacquarie CapitalPeters & Co.Raymond JamesRBC Capital MarketsScotia CapitalTD NewcrestThomas Weisel Partners GroupUBS SecuritiesThis company snapshot has been assembled by BMIR using publicly available information. The snapshot is not endorsed by the company profiled.46BRYAN MILLS IRADESSO • i Q . BMir.coM

CompanyAbenteuer Resources Corp.TickerABU-VChief ExecutiveLewis DillmanQ2 2010Production(boe/d)18Aug 31, 2010share price($)0.230Alpetro Resources Ltd.ALF-V Nazrul Islam1110.140Anglo Canadian Oil Corp. ACG-V Todd Montgomery 7 0.640Anterra Energy Inc.AE.A-V Gary Fang1560.065Base oil & Gas Ltd. BOG-V Dennis Feuchuk 13 0.260Bayshore Petroleum Corp.BSH-V Alan Tang70.055Berkley Resources Inc. BKS-C Matt Wayrynen 15 0.030Blackdog Resources Ltd. DOG-V David Corcoran 63 0.300Blackhawk Resource Corp. BLR-V Dave Antony not available 0.140Blacksteel Energy Inc. BEY-V Jacques Soroka 15 0.450BNP Resources Inc.BNX.A-V Gregory Bilcox110.070Border PetroleumBOP.H - V Kelly Kimbley270.025Canada Gas Corp. CJC-V Chad McMillan not available 0.040Canadian Energy Exploration XPL-V Lawrence Buzan 20 0.210Century Energy Ltd. CEY-V Brian McBeath not available 0.035Circumpacific Energy Corporation CER-V Bradley Lingo 166 0.175Cobra Venture Corporation CBV-V Dan Evans not available 0.200Cumberland Oil and Gas Ltd.COG-V Daniel Allan720.200Cypress Hills Resource Corp. CHY-V Ted Fostey not available 0.350Desmarais Energy Corp.DES-V James Long320.100Detector Exploration Ltd. DEX-V Ronald Alexander 124 0.065Elkwater Resources Ltd.ELW-V Don Brown1060.110Emerald Bay Energy Inc. EBY-V Shelby Beattie 121 0.050Fairwest Energy Corp.FEC-V Vern Fauth3870.035Great Pacific International Inc. GPI-V Thalbinder Poonian 7 0.070Guardian Exploration Inc. GX-V Graydon Kowal 116 0.030Hawk Exploration Ltd. HWK.A-V Steve Fitzmaurice 346 0.960Hemisphere Energy Corp.HME-V Don Simmons270.210Hermes Financial Inc. HFI-V David Wehrhahn 34 0.035Huntington ExplorationHEI-V Alan Smith120.025Kallisto Energy Corp.KEC-V Robyn Lore2520.820Kierland Resources Ltd.KIR-V Chad Dust790.035Longford Energy Inc. LFD-V Ahmed Said not available 0.210Magnum Energy Inc. MEN-V Richard Nemeth 277 0.300Marksmen Resources Ltd. MAH-V Peter Malenica 65 0.250Mount Dakota Energy Corp.MMO-V Gary Claytens250.045Nordic Oil & Gas Ltd. NOG-V Donald Benson 23 0.055Paramax Resources Ltd. PXM-V Joseph Casabona not available 0.330Paris Energy Inc.PI-V John McLeod280.065Pemberton Energy Ltd. PBT-V Richard Saxon not available 0.040Pennant Energy Inc. PEN-V Thomas Yingling not available 0.135Pennine Petroleum Corporation PNN-V Desmond Smith 13 0.045PetroGlobe Inc.PGB-V Jason James3030.150Petro Uno Resources Ltd PUP-V William Ambrose 92 0.460Petrostar Petroleum Corporation PEP-V Bruce Scafe not available 0.050Pine Cliff Energy Ltd.PNE-V George Fink2350.345Pinecrest Energy Inc. PRY-V Wade Becker not available 1.430Poplar Creek Resources Inc. PCK-V John Carruthers 24.613 0.070Primary Petroleum Corporation PIE-V Michele Marrandino 46 0.450Relentless Resources Ltd.RRL-V Daniel Wilson150.085Reliable Energy Ltd. REL-V Murray Swanson 311 0.335Ria Resources Corp. RIA-V John MacMillan 57 0.090Riata Resources Corp. RTR-C James Breimayer 40 0.015Ripper Oil and Gas Inc.RIP-V Jerry Ball3620.350RockBridge Resources Inc. RBE-V Gary Mathiesen not available 0.125Sagres Energy Inc.SGI-V David Johnson60.430Sharon Energy Ltd. SHY-V Robert Lamond 32 0.135SkyWest Energy Corp. SKW-V Lawrence Urichuk 40 0.475Solara Exploration Ltd. SAA.A-V Donald Holding 292 0.245Spartan Exploration Ltd. SPE-T Richard McHardy 486 2.800Stetson Oil & Gas Ltd.SSN-V Ahmed Said30.035Strategic Oil & Gas Ltd.SOG-V Arn Schoch2660.840Texalta Petroleum Ltd. TEX.A-V William Nixon not available 0.450Torque Energy Inc. TQE-V Brian Bayley 139.36 0.180Trafina Energy Ltd.TFA.A-V Kelly Ogle4130.335Traverse Energy Ltd.TVL-V Laurie Smith1000.580Triple 8 Energy Ltd.TEE-V Trevor Spagrud40.085Tudor Corporation Ltd. TDR-T Lionel Conn not available 0.370Tuscany Energy Ltd. TUS-V Robert Lamond 124 0.160Valeura Energy Inc. VLE-V Jim McFarland 263 0.475Vecta Energy Corporation VER-V Thomas Coffman 55 0.020West Isle Energy Inc. WEI-C Robert McLeay 38 0.150Western Plains Petroleum Ltd. WPP-V David Forrest490.145Yangarra Resources Ltd. YGR-V Jim Evaskevich 354 0.730EmergingconventionalcompaniesThis watch list of emerging public companies serves asour reference point for tracking companies’ growth andtheir potential inclusion in the iQ Report. With the paceof oil and gas operations in Canada, this list is alwayschanging and is by no means exhaustive. If you know ofany other oil and gas company that belongs on this list,please let us know at REPORT : Q2 2010 47

iradesso QUARTERLY - BMIR - Bryan Mills Iradesso
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