The Outsourced Exploration Department OE x D

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The Outsourced Exploration Department OE x D A Successful Model with Track Record Image licensed under CC-BY-3.0 P.D.F. Limited Mark Enfield Friday 5 th June 2015 Finding Petroleum, Geological Society of London Mark.enfield@pdf.ltd.uk www.pdf.ltd.uk www.oexd.co.uk

P.D.F. Limited The Outsourced Exploration Department 21 year track record Long-term Relationships Experience & exploration success Full Spectrum of Capability Quality-focused exploration

P.D.F. Limited Track Record 26 Companies Listed Private Independents Majors + Super-majors

P.D.F. Limited Track Record Adding Acreage & Project Farmouts 40% Attribute extraction of pay sands Added +25 licences

P.D.F. Limited Track Record Enabling success 35% assisted Clients to make discoveries N. Sea Basin (charge) modelling Tanzania 13 discoveries

P.D.F. Limited Track Record 4 Initial Public Offerings 8 Market-based Money Raises Cameroon

C.R.I.T.E. Image licensed under CC-BY-3.0

C.R.I.T.E. Cost Reduction in this Era Brent Crude Price per BBL Lower Commodity Price Cost conscious environment Uncertainty Need for efficiencies Source: http://www.jamaicaobserver.com/assets/11161011/oil.jpg Does Outsourcing have a role?

What is Outsourcing? /owt-sorc-ing/.transferring functions to (trusted) outside suppliers..rather than completing it internally..could have been provided in-house..an effective strategy to reduce costs. Help companies to perform well in their core competencies and mitigate shortage of Exploration.something. Dept. in a key function Allows a smaller company to better comply with the Sarbanes-Oxley Act (SOX)

What is Outsourcing? /owt-sorc-ing/ Exemplar: Toyota Only outsources to suppliers who have proven their ability to deliver with timeliness, quality, cost reduction, continuous innovation and have established professional trust and an overriding preoccupation with quality. Toyota works closely with its suppliers and responds to supplier concerns with integrity and mutual respect. Crucial: Quality Management Achieved with Executive Steering Committee (ESC)

Outsourcing: Perceived Advantages Lower operational costs Reduced labour expenses Freedom to focus on core business processes rather than on more mundane, time-consuming tasks Outsourcing the business function/process and the resultant management to outside (trusted) providers

Is Cost Reduction the Only Issue? Image licensed under CC-BY-3.0 Let s look first at what the exploration department does

What Does the Exploration Department Do? Exploration Dept = Engine Room Drives the ship forwards In the direction (strategy) Set by the captain (the Executive) IT S A CORE FUNCTION Interpretation wiggle picking +++ New Ventures adding assets Portfolio/Asset Management

OE x D Brings Full Spectrum Exploration Department Brought to Bear 50 Different Personnel on Projects 2014 Cumulative Experience 850 years Average Experience 17 years per person

OE x D Brings Full Spectrum Exploration Department Brought to Bear 50 Different Personnel on Projects Provides us with the scale of a larger independent Source: CEO Feb. 2015 Cumulative Experience 850 years Average Experience 17 years per person

Spectrum of Activities What Does the Exploration Department Do? Expertise Core Exploration Techniques Seismic Interpretation & Mapping Play Fairway Analysis New Ventures Charge/Basin Modelling Reservoir Analysis Prospect and Lead Inventories Conventional & Unconventional Exploration Specialist Services Structural Geology Sequence Stratigraphy Petrophysics Fieldwork (rigorously exploration focused) Core Logging/Description/Fractures Petrography Exploration Acquisition & Processing Geophysics Specialist Disciplines Potential Fields (Grav-Mag) Geochemistry Geodetics / GIS Corporate Capabilities Project and Portfolio Management New Ventures (corporate opportunities) Data Management Legal / Contractual Relationship Building Paradigm IHS Kingdom Software / Hardware ArcGIS (+ other GIS platforms) REP (reserves & risks modelling) TerraMod TM (charge/basin modelling) Structural balancing / restoration Data backup & management Drafting Quad-core, 6 & 3 screen seismic workstations +100TBytes networked storage Labs/R&D Rock Mechanics complete lab facilities Fluid Inclusions (laser ablation) XRD XRF SEM & other Petrography Geochemistry (TOC, Rock Eval, GCMS ) Vitrinite Reflectance Biostratigraphy / Age Dating All product names, logos, and brands are property of their respective owners. Use of these names, logos, and brands does not imply endorsement. All trademarks cited are the property of their respective owners.

In-house Workflows

Models End Members & Third Way Image licensed under CC-BY-3.0

Traditional Models What is the difference? In-House Staff Consultants Cons Pros Pros Cons

Pros & Cons of In-house Staff In-House Staff Cons Expensive Less flexible - Scalability - Structure Resource Hungry (G&A) - Big buildings - HR department - IT department Pros Traditional Retain knowledge Certainty of capacity Security Trained to in-house style Integrated Teams Alignment Full spectrum Long-term Consultants Pros Cons

Pros & Cons of Consultants Consultants Traditional Virtual Independent A company Many clients A grouping of independents An individual In-House Staff Consultants Pros Cons

Pros & Cons of Consultants Consultants Pros Cons In-House Staff Lower cost Lower G&A Flexibility Scalability Efficient Quicker answers? Specialist skills / knowledge Sentiment Loss of knowledge Lack of continuity Difficulties with focus Management time heavy? Uncertainty of supply Lack of control?

Pros & Cons of Traditional Models vs Outsourcing In-House Staff Outsourcing Consultants Cons Pros Pros Cons Expensive Less flexible - Scalability - Structure Resource Hungry (G&A) - Big buildings - HR department - IT department Traditional Retain knowledge Certainty of capacity Security Trained to in-house style Integrated Teams Alignment Full spectrum Long-term Lower cost Lower G&A Flexibility Scalability Efficient Quicker answers? Specialist skills / knowledge Sentiment Loss of knowledge Lack of continuity Difficulties with focus Management time heavy? Uncertainty of supply Lack of control?

Outsourcing - A Model Image licensed under CC-BY-3.0

Objectives and Goals Strategic Partnership Agreement The overall spirit of the OE x D strategic partnership agreement.. create a focused & dedicated exploration department operates seamlessly in an open and collaborative environment for the success of E&PCo. Where OE x D personnel work as part of the E&P company.. Objective: to achieve a seamless relationship between E&PCo & OE x D Structured to reflect the best aspects of an oil company management group & exploration dept. OE x D to be trusted and integral part of E&PCo with a strategic relationship with E&PCo for communication, planning, implementation and achieving E&PCo s G&G exploration and corporate goals..committed to E&PCo s projects and to achieving success for E&PCo..allows E&PCo management to have maximum focus on their executive role and developing the Company OE x D wishes to maximise the cost saving/benefits to E&PCo which can be obtained by creating this long-term strategic outsourcing and partnering agreement

Governance Exploration Steering Committee (ESC) A delegated committee of the Board of Directors To discuss significant matters The ESC scope includes: annual work programme budget (+amendments) portfolio management advisory

Governance & Project Management E&PCo-OE x D Project Mgmt Team (PMT) PMT meets regularly to discuss all projects and operations agree interim objectives, milestones agree spend (annual work programme & budgets) Jointly develop & share annual work programmes & budgets, project management, responsibility for projects Intent is to work together to achieve seamless project management

Typical OE x D Life Cycle $ M A N P O W E R Acquire Blocks Money Raise Farm-in/out Well M&A Initial Phase Year 1 Year 2 Year 3 Year 4 Consolidate/ Renew Add Value [Get work done] TIME

Typical OE x D Life Cycle $ M A N P O W E R Acquire Blocks Money Raise Farm-in/out DECISION POINT Well In-house Staff M&A OExD: CONTINUATION Year 1 Year 2 Year 3 Year 4 TIME

Typical OE x D Life Cycle $ M A N P O W E R Acquire Blocks Money Raise Farm-in/out DECISION POINT Well In-house Staff M&A OExD EXIT: TRANSITION TO IN-HOUSE STAFF End Phase Decision Begin handover Begin taper-down Knowledge Transfer Mutual End Year 1 Year 2 Year 3 Year 4 Point TIME

Typical OE x D Life Cycle $ M A N P O W E R Acquire Blocks Money Raise Farm-in/out DECISION POINT Well In-house Staff M&A OExD EXIT: TRANSITION TO IN-HOUSE STAFF Year 1 Year 2 Year 3 Year 4 TIME

Conclusions Image licensed under CC-BY-3.0

Conclusions Quality focus speed team Outsourcing = Strategic Partnership Quality focus speed team

Conclusions Relationships trusted partners, mutual respect, long-term Alignment of long-term objectives for company Quality focus speed team Change is OK is expected is a part of success Quality focus speed team Cost-effective low G&A, focused work Value Adding Integrated, long-term team Full Spectrum Bring to bear experience & specialisation

Conclusions Relationships trusted partners, mutual respect, long-term Alignment of long-term objectives for company Change is OK is expected is a part of success Quality Functionally Effective i.e. It Delivers In-House Outsourced Consultant focus speed team Quality focus speed team Traditional G&A Expensive Cost-effective low G&A, focused Efficient work Long-term Retain Skill / Value Knowledge Adding Scalable Integrated, long-term Quality Focused team / Integrated Teams / Efficient Aligned Specialist Skills Cost-effective Full Spectrum Bring to bear experience & specialisation Skill Loss Knowledge Loss Non-aligned?

END Image licensed under CC-BY-3.0