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GPOR / PetroBank

Posted: Wed Feb 01, 2012 10:12 am
by dan_s
Gulfport Energy (GPOR) owns approximately 25% of Grizzly Oil Sands. For those of you that still own PetroBank (including me) this is very good news. - Dan

January 31, 2012

Petrobank Announces Sale of May River Property and Executive Appointment

CALGARY, ALBERTA--(Marketwire - Jan. 31, 2012) - Petrobank Energy and Resources Ltd. (TSX:PBG) announces that we have entered into an agreement with Grizzly Oil Sands Ulc. to sell our May River property, which includes the Conklin demonstration project, for gross cash proceeds of $225 million subject to normal closing adjustments. Proceeds from this transaction will initially be used to repay outstanding bank debt and will result in Petrobank having a significant positive cash and working capital balance.

This sale allows us to focus our resources and expertise on our near and medium-term conventional heavy oil growth opportunities. Petrobank's 2012 focus is the commercialization of our Kerrobert THAI(R) project targeting increased production and reduced per-barrel operating costs. The May River disposition provides additional balance sheet flexibility to further evaluate our properties at Dawson, Plover and Luseland, as well as pursue additional opportunities.

The transaction is subject to satisfaction of certain customary conditions, including receipt of required regulatory approvals, and is expected to close by the end of February 2012. As part of this sale, the May River regulatory application is expected to be withdrawn.

TD Securities Inc. and UBS Securities Canada Inc. acted as financial advisors to Petrobank on this transaction.

Executive Appointment

Petrobank is also pleased to announce the appointment of Mr. Rob Richardson as Vice President, Exploitation. Mr. Richardson's career spans more than 20 years in the industry, and includes extensive heavy oil experience. Mr. Richardson is a member of the Association of Professional Engineers, Geologists, and Geophysicists of Alberta. We look forward to Mr Richardson's contribution to the future growth of our Company.

Re: GPOR / PetroBank

Posted: Wed Feb 01, 2012 11:11 am
by cviller
Dan,
Is it good news for those who own GPOR? Thanks.

Re: GPOR / PetroBank

Posted: Wed Feb 01, 2012 3:20 pm
by dan_s
From an analyst in Canada.

The spread trade on PetroBank / PetroBakken is tightening today with the announcement of PBG’s sale of the May River heavy oil assets for >$225 million. However, the spread still seems to have a way to go. By my math, PBG should have a net cash position of about $135 million when this deal closes and thus an Enterprise Value of about $1.44 billion (i.e. 106.3mm shares x $14.80 share price less $135mm cash). But PBG owns 109.8 million shares of PBN which are worth about $1.65 billion at the most recent $15.11 share price for PBN. There still seems to be about $200mm of value unaccounted for by the market, but I welcome feedback as to what may be missing in my logic here.

Re: GPOR / PetroBank

Posted: Wed Feb 01, 2012 3:22 pm
by dan_s
Obviously, GPOR management thought it was a good deal or they would not have made it. May Creek has HUGE potential and it is ready to go as soon as they regulatory approval.

Check out the PetroBank website to see the potential at May Creek.

Re: GPOR / PetroBank

Posted: Wed Feb 01, 2012 3:23 pm
by dan_s
May River not May Creek (although it looks more like a creek to me).

Re: GPOR / PetroBank

Posted: Fri Feb 03, 2012 10:04 am
by dan_s
To see full presentation on this go to:
http://files.shareholder.com/downloads/ ... vFINAL.PDF

Grizzly Oil Sands ULC (“Grizzly”), a company in
which Gulfport Energy Corporation (NASDAQ:
GPOR) holds an approximate 25% interest, has
entered into an agreement with Petrobank
Energy and Resources Ltd. (“Petrobank”) to
purchase its May River property for Cdn$225
million, subject to normal closing adjustments
• The highlights of the May River property include:
― 46,720 acres (18,250 hectares) of 100% working
interest oil sands leases in the Athabasca oil sands area
― 90.6 million barrels of Proved + Probable (2P) reserves
and 624.1 million barrels of Best Estimate (P50)
Contingent Resource based upon steam assisted gravity
drainage (“SAGD”) development
Grizzly intends to develop the May River
property using SAGD recovery technology and its
ARMS development model
― Full field development to produce approximately
75,000 bbls per day


“The May River property adds substantially to the magnitude and quality of Grizzly’s existing portfolio of projects which, upon completion of the transaction, will include approximately 800,000 acres of oil sands leases and nearly 3 billion barrels of reserves and resources. Following the closing of the transaction, Grizzly intends to begin the work necessary to file a regulatory application for full field development. The ARMS development model is an ideal template for the development of the May River property and the inherent capital efficiencies and portability of the facilities should allow Grizzly to develop a very large scale project.” – John Pearce, Grizzly CEO

Re: GPOR / PetroBank

Posted: Fri Feb 03, 2012 10:40 am
by setliff
recommend reviewing this presentation---excellent description/explanation of sagd and arms.