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ZaZa Energy , ZAZA, Profile, Summary
ZaZa Energy , ZAZA
Profile, Summary
ZaZa Energy Overview
CONSOLIDATING A DOMINANT POSITION
IN THE EAGLEBINE
High concentration of liquid?rich assets in the Eaglebine and Eagle Ford trends
~110,000 acre presence within the Eaglebine and Lower Cretaceous window
7,600 acres surrounded by Devon’s recently acquired $6 billion GeoSouthern Eagle Ford assets
Completed amendment to Eaglebine/Eagle Ford East joint venture agreement with large independent operator
Accelerated timing
Contiguous JV acreage footprint
Immediate liquidity (~$17.8MM net cash) and production (~$17MM in PDP value)
6 well carry program
Proven management team
Significant experience with majors and large independents
Collectively participated in the drilling and completion of over 5,500 wells
UNCONVENTIONAL ASSETS – POST CONVENTIONAL THINKING
Technical evaluation of the juncture between the organic? and carbonaterich Eagle Ford group and the silica?rich Woodbine plays provided an operational thesis to make the Eaglebine an area of primary focus
Analogous to mature Eagle Ford area
Large potential resource play with stacked pay
Oil/liquids rich in multiple zones
Multiple zones act as an acreage multiplier
Significant successful offset activity
MILESTONES - POSITIONED FOR RAPID VALUE CREATION-
Secured a first mover advantage in the Eaglebine/Eagle Ford East play
Consummated joint venture agreement with a large independent operator to develop Eaglebine/Eagle Ford East acreage
Accelerated original joint venture agreement through an amendment to acquire additional production and further develop our acreage block
Entered joint venture agreement with Sabine Oil & Gas LLC, a First Reserve portfolio company, to develop Sweet Home Eagle Ford acreage
Strategically completed sale of non?core Moulton Eagle Ford assets for approximately $38 million
Reduced senior secured notes to $26.8 million from $100 million
Drilled and completed 4 proof?of?concept wells during 2013
EAGLE FORD SHALE PROPERTIES
JOIN VENTURE
>Sabine Oil & Gas LLC (“Sabine”) and ZaZa entered into a 75/25 joint venture for the development of ZaZa’s Sweet Home prospect in the Eagle Ford trend located in the liquids window of De Witt and Lavaca Counties, Texas
> Sabine carries ZaZa for two commitment wells and up to $750,000 of construction costs related to gathering and infrastructure in exchange for a 75% interest in 7,600 net acres and the Boening well. Sabine also carries up to
$300,000 of ZaZa’s expenses related to the extension and renewal of certain leases
>> If Sabine completes the first commitment well by February 15, 2014, ZaZa will transfer to Sabine a 75% interest in approximately 3,200 net acres and the Boening well
>> If Sabine completes the second commitment well by April 15, 2014, ZaZa will transfer to Sabine a 75% interest in the remaining net acres (4,400)
• Assuming the initial two commitment wells are successful in achieving production, participating interests in any additional wells drilled or lease
acreage acquired in the Sweet Home prospect will be shared 75% by Sabine and 25% by ZaZa under an Area of Mutual Interest (“AMI”) that will expire
on September 15, 2015
SWEET HOMEPROSPECT
> +200’ thick Eagle Ford pay section with >8% porosity in
thickest portion of organic shale
> Adjacent to and surrounded by Devon’s recently acquired $6 billion GeoSouthern Eagle Ford assets
>> Visible oil growth in low?risk, repeatable play
> ZaZa’s Boening well began with an initial production rate of 669 Boe/d
PROVEN BUSINESS MODEL
Initial Appraisal
• Regional geologic evaluation
• Depositional model, subsurface analysis, 3D seismic
• Hydrocarbon system, maturity, geochemistry
• Begin building subsurface model
• In?depth data analysis
• Analyze all area logs and rasters
• Analyze all nearby core data if available
• Maturity/TOC/XRD, mineral composition, fracability
• Detailed log correlations and custom petrophysics
Proof of Concept
• Drill pilot well, take full suite of logs and core
• Mud logging, ISO?analysis, in?situ fluid composition
• Open?hole logging (rock properties, matrix mineralogy, clay
type, hydrocarbon saturation, stress analysis, rock mechanics)
• Core analysis
• Maturity/TOC/XRD, mineral composition, fracability
• Core calibrated to petrophysics
• Integration
• Detailed pilot to lateral rock properties calibration
• Custom frac design and execution
• Microseismic monitoring and tracer analysis
Capital Markets Access
• Strengthening balance sheet
• Optimizing capital structure for growth
• Transact to accelerate cash flow
Proven Management Team
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 and Eaglebine. Took ZaZa public via reverse merger in early 2012
> Principal of Neuhaus Brooks Investments of Texas, LLC, a company making strategic energy investments across multiple geographic regions
> Experienced land man, E&P investor and entrepreneur
> B.A. in Economics from Vanderbilt University; J.D. from South Texas College of Law
Ian Fay (CFO)
> Founding Partner at Odin Advisors LLC
> Served as Head of the Energy & Natural Resources Group | Americas at BNP Paribas
> Worked as Managing Director for RBC Capital Markets and Director of M&A for UBS Investment Bank
> B.A. in English from the University of North Carolina at Chapel Hill and Morehead?Cain scholar
Kevin Schepel (EVP Exploration and Production)
> Executive Vice President of Exploration and Production since June 2010
> Served as Vice President of Worldwide Exploitation for Pioneer Natural Resources, Chief Petrophysicist for BHP Petroleum and 15 years as an advanced Geoscientist at Exxon
> B.S. from Michigan State University; Licensed by the Texas Board of Professional Geoscientists
Thomas Bowman (EVP Evaluation, Geology and Geophysics)
> Served in various roles such as Evaluation Manager and Exploration Advisor at Aspect Abundant Shale, Bass Enterprises, Fina Oil and Chemical and Tenneco Oil Co.
> Industry?recognized specialist in identification of resource plays and the utilization of geophysical advancements; involved in the completion of over 1,000 horizontal resource wells across a majority of US shale plays
> B.S. from Montana College of Mineral Science and Technology; Licensed by the Texas Board of Professional Geoscientists
The Advantage
> Light Louisiana Sweet crude pricing offers premium relative to
WTI (~$4.50 per Bbl)
> Gas prices benefit from favorable BTU/GPM content and proximity to Houston?area markets
> Quality infrastructure in place with available takeaway capacity
Approach
• Identify trends early / first mover
• Low entry cost
• Large contiguous acreage blocks
• Concentrated area focus
• High?value partnerships
• Oil?weighted properties
• Latest technology
Results
2014 Catalysts
• Viable exploration wells
• Eaglebine development moving forward
• Secure “regularway” financings
Sources: The Company, OxBridge Research, OTCKING, DailyStockDeals, OTCstockIQ
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The Alkaline Water Company, WTER, Profile
The Alkaline Water Company | WTER | Profile
The Alkaline Water Company employs a state-of-the-art Electrochemically Activated Water (ECA) system to create 8.8 pH drinking water without the use of any chemicals. The ECA process uses specialized electronic cells coated with a variety of rare earth minerals to produce scientifically engineered water.The Company further incorporate 84 trace Himalayan minerals considered to be the best in the world.
Waternomics
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A typical American drinks about 10 cases of bottled water a year.
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In 2011, total bottled water sales in the U.S. hit 9.1 billion gallons — 29.2 gallons of bottled water per person, according to sales figures from Beverage Marketing Corp.
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The 2011 numbers are the highest total volume of bottled water ever sold in the U.S., and also the highest per-person volume.
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Bottled water sales aren’t just growing —they’re booming. Volume increased by 4.1 percent in 2011 —five times as fast as the 0.9 percent growth in the sales of beverages overall, according to Beverage Marketing. Bottled water sales, in fact, are growing twice as fast as the economy itself.
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The U.S Market is predicted to double in in the next two years.
Water is the new front:
Old Rivals Pepsi & Coke fighting for market share
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The three global giants in the industry Coca Cola and Pepsi and Nestle
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Pepsi’s Aquafina, introduced in 1997, is now the number one branded non-carbonated bottled water in the US.
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Coke’s Dasani, launched a few months later, is second in the category. Both are likely to lead the market in the future.
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Market analysts look for major consolidation among the plethora of brands in the next few years.
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It is anticipated that large national marketers will buy local brands around the country and shut them down. Why? To reduce competition and, in some cases, to acquire other supply sources for spring water.
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The battle between Coke and Pepsi and the larger European brands is the “high profile war that will be waged,” predicts at least one industry insider, who adds that branding will remain a deciding factor for discerning consumers. “Quality and trust are going to be critical, so brands will be important.”
The Opportunity
Virtually no competitive products sized larger than 1.5 L in the market.
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Consumer acceptance for Alkaline water continues to grow significantly due to its many perceived health benefits, making it the water of choice.
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Bulk Alkaline water can be marketed at a consumer price point significantly less, per ounce, than existing brands.
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There is a high demand amongst major retailers for bulk alkaline waters.
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New bulk size option well received by existing consumers of alkaline water.
Sources: The company, OxBridge Research, OTCKING, DailyStockDeals, OTCstockIQ
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Hyperdynamics, HDY, Profile, Summary
Hyperdynamics | HDY | Profile | Summary
Hyperdynamics' new management team began accelerating exploration activities on the Guinea concession in mid-2009, our strategy has been to maximize shareholder value by retaining as large a working interest ownership position in the concession as possible, for as long as possible.
To fund its ongoing exploration activities during this period, Hyperdynamics successfully raised more than $220 million of equity from institutional investors, and nearly a quarter of its outstanding common shares are held by institutions.
In early 2010, Hyperdynamics sold a 23% stake in the Guinea project to Dana Petroleum for a total of $19.6 million, which allowed the Company to retain a 77% working interest in and operatorship of the project as it spudded the first exploration well in late 2011, the Sabu-1.
The Sabu-1 exploration well encountered oil shows while drilling the targeted Upper Cretaceous section, and our well-log interpretations indicated the presence of residual oil in non-commercial quantities. Following the drilling of the Sabu-1 well, Hyperdynamics was able to attract a world class independent explorer, Tullow Oil, to join as partner and operator of future exploration activities. Following the sale to Tullow, Hyperdynamics still retains a 37% working interest in the Guinea concession
Summary and outlook of future O&G
Deepwater Production
>>limited mainly to basins of Atlantic Margin
Common factors:
•World class source rocks
•Continuous subsidence and deposition
Differentiating factors for mega provinces
•Presence of massive salt
•Major river systems for sediment inputCumulative Reserves estimated 160 BB0 of which 115 BBO have been discovered Production peaks at 11-12 MMBOD in decade of 2020-2030
Heavy Oil Production
• Production reaches 7 MMBOD in 2030
>>85% of resources in two provinces
•High oil prices needed for profitability
•Heaviest environmental footprint (surface imprint, CO2 emission, water use) of
unconventional production
•Better commercial environment in Canada vs. Venezuela makes Canada leader in production and technology despite better reservoir and oil quality in Venezuela
Shale Oil Production by hydraulic fracturing
Significant production initiated in 2010 utilizing combination of fracking and horizontal drillingEconomics dominated by high well decline rates and need for extensive infrastructure. While potential high potential formations can be found worldwide, significant production only started in USA for mainly non-technical reasons
Shale Oil Production Increase: How much and how fast?
USA Production: (not including NGL’s)
Major plays
Bakken and Eagle Ford should plateau at about 1.0 and 1.2 MMBOD for 5 years
before declining.
•Permian a combination of shale and conventional plays
•Other shale plays an order of magnitude smaller
•NGL’s major part of play, as they are needed to make most gas shale plays economic
•Combination of crude oil and NGL’s will add about 5 MMBOD to US production in the 2015-2020 period.
New Oil World
•Non renewable conventional production peaked in 2005
and is rapidly being replaced by high cost deep water and unconventional oil
•Remaining conventional production focused in the Arabian Basin and FSU, while
new production mostly in Western Hemisphere and Sub Saharan Africa
•World production growth slows in 2020’s when deep water production peaks, and next
price spike a possibility
Sub Saharan Africa
•Production doubles in the 2000-2020 time period
•Low cost conventional oil largely replaced by high cost deep water oil
•Despite increased production, revenue per barrel is approximately half; without recognizing fiscal reality, necessary investment will not be attracted
•After 2020, production will gradually shift from current SW Africa hub to new
provinces in NW Africa and East Africa
Sources: The company, OxBridge Research, OTCKING, DailyStockDeals, OTCstockIQ
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Disclaimer/Disclosure: we received or expecting compensation from the featured company. Our firm, principals and staff may own/buy/sell/trade stock/securities of this company. Always Read the full Disclosure/Disclaimer. Thanks.
If you want to get your company profiled or have questions/comments, please don't hesitate to contact the Editor [@] OxBridgeResearch.com
Hemispherx Biopharma, HEB, Profile, Summary
Hemispherx Biopharma, HEB, Profile, Summary
Hemispherx Biopharma, HEB, is a biopharmaceutical company dedicated to treating and preventing chronic viral and immune-based disorders through the development and manufacturing of compounds that enhance the natural immune system of the human body. Hemispherx Biopharma, has developed over nearly three decades a vast body of knowledge relating to a potentially new class of pharmaceutical products (nucleic acid compounds) that are designed to activate otherwise dormant cellular defenses against viruses and tumors.
The Company’s flagship products include Alferon N Injection® and the experimental immunotherapeutics Ampligen®. Its platform technology includes large and small agents for potential treatment of various chronic viral infections.
Ampligen®, is a new class of specifically-configured ribonucleic acid (RNA) compounds targeted at such important diseases as Chronic Fatigue Syndrome/Myalgic Encephalomyelitis (CFS/ME), HIV, Hepatitis B, Hepatitis C, and cancers including kidney cancer and metastatic malignant melanoma.
Alferon N Injection® (interferon alfa-n3, human leukocyte derived) is a highly purified, natural source, glycosylated, multi-species alpha interferon product, composed of eight forms of high-purified alpha interferon. It is the only natural source, multi-species alfa interferon currently sold in the United States and is also approved for sale Argentina. Alferon N Injection® is the company’s registered trademark for it’s injectible formulation or natural alpha interferon approved by the FDA for the treatment of genital HPV (refractory condylomata acuminata). Alferon N Injection® may also have activity against other viral infections such as Multiple Sclerosis, Hepatitis C, HIV, West Nile Virus, and SARS, but has not been approved for that use.
Ampligen®
Ampligen®, the company's lead compound addresses a variety of chronic diseases and viral disorders. Ampligen® drugs for several viral disorders are under development. More than 40,000 doses at over 20 U.S. clinical trial sites have been delivered with Ampligen®.
ALFERON N Injection®
ALFERON N Injection® [Interferon alfa-n3 (human leukocyte derived)] is the Company's registered trademark for its injectable formulation of Natural Alpha Interferon, approved by the U.S. Food and Drug Administration (FDA) for the intralesional treatment of refractory or recurring external condylomata acuminata in patients 18 years of age or older.
ALFERON N Injection® is the only highly purified, natural-source, multispecies alpha interferon product currently sold in the U.S. and is also approved for sale in Argentina.
Clinically Effective:
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All warts disappeared in 54% of patients.3
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No recurrence in 76% of complete responders at follow-up.3
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Completely cleared 73% of all treated warts.3,4
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No human antibodies to interferon alfa-n3 detected in clinical trails.3,4
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Provides a spectrum of multiple alpha interferon subtypes.1,2
Well-tolerated
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No surgery or caustics and resultant ulceration or scarring.
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No specific post-treatment care necessary.4
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The most common adverse effects (mild to moderate, transient flu-like symptoms) were comparable to placebo after 304 weeks of therapy.3.4
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The majority of patients considered Alferon N Injection preferable to conventional therapy. 3.4
Please see the package insert for prescribing information.
Alferon Low Dose Oral (LDO)®
Alferon LDO®, Hemispherx's oral form of Our Anferon N product (Low Dose Oral Interferon Alfa-N3, Human Leukocyte Derived), which is a new delivery form of our FDA approved drug, Alferon N® is the only natural interferon currently FDA approved and available in the marketplace. Hemispherx has initiated clinical trials as part of an accelerated evaluation of the experimental bio-therapeutic Alferon LDO (Low Dose Oral Interferon Alfa-n3 (Human Leukocyte Derived)) as a potential new experimental therapy for Avian Flu and other lethal viral diseases, which have high acute death rates. Clinical trials in human volunteers (being conducted in both the U.S. at Drexel University, Philadelphia, and shortly to commence in Hong Kong at the Princess Margaret Hospital) are designed to determine whether Alferon N, delivered in a new, experimental oral drug delivery format, can resuscitate the broad-spectrum antiviral and immunostimulatory genes. These human genes are shut down by acute lethal viral infections such as avian flu and smallpox
Sources: The Company, OxBridge Research, Daily Stock Deals, Penny Stock Monster, OTC King
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Disclaimer/Disclosure: we received or expecting compensation from the featured company. Our firm, principals and staff may own/buy/sell/trade stock/securities of this company. Always Read the full Disclosure/Disclaimer. Thanks.
If you want to get your company profiled or have questions/comments, please don't hesitate to contact the Editor [@ ] OxBridgeResearch.com
HPV, HIV, Chronic Fatigue Syndrome (CFS), Hepatitis, influenza, H5N1, H7N9, avian influenza, drug resistant avian influenza, Hepatitis A, viral, bacterial, viral infections, Multiple Sclerosis, Hepatitis C, West Nile Virus, SARS, FDA. CIDC.