Samson Oil & Gas Refinancing
April 10 2019 - 8:00PM
Business Wire
Samson Oil and Gas USA, Inc., a wholly owned subsidiary of
Samson Oil & Gas Limited (ASX:SSN and OTCQB:SSNYY), has closed
a $33.5 million refinancing with AEP I FINCO LLC. The new facility
has a 5 year term and an interest rate of LIBOR plus 10.5%. The
proceeds of the new debt facility will be used to retire the
existing line of credit, repay outstanding creditors and provide
working capital to pursue an infill development drilling
program.
The development drilling program is expected to commence in
approximately two weeks with the drilling of the first Gonzales
Proved Undeveloped (PUD) location. The drilling program is designed
to drill two 5,000 ft. horizontal laterals from the existing
Gonzales #1-8H well bore. This well has 5 ½ inch casing set
horizontally at 9,711 ft. MD within the objective Ratcliffe
Formation. The existing development consists of a single 5,300 ft.
lateral drilled within a single 640 acre spacing unit. The two new
well bores will be directionally drilled to access the balance of
the 640 acre spacing unit.
The initial two laterals at the Gonzales location will be
drilled by PowerDrill’s rig #101. Samson has run an inflatable
packer to a depth of 10,411 ft. (measured depth) and we will
commence injection of produced water in 24 hours, after the packer
has time to inflate. This water injection is aimed at establishing
additional reservoir pressure that will aid the directional
drilling operation.
The ability to drill out of an existing wellbore has made the
economics of these development wells extremely attractive, with an
estimated drilling cost around $0.5 million and the resulting
ability to use existing surface facilities associated with the
existing well.
The estimated net present value of each lateral is $1.2 million
representing a rate of return of 340%. The recent appreciation in
the price of crude has added considerable value to this and future
drilling opportunities.
The next 12 months will see a total of 8 similar lateral wells
to the Gonzales wells drilled within the Home Run Field, which is
the largest (by area) of the oil fields in Samson’s portfolio.
Samson has the ability to dispose of the produced water within a
pressure maintenance facility that it owns in the adjacent Mays
well, minimizing one of the significant costs of production. Samson
has in its portfolio a total of 26 PUD locations that will provide
an excellent growth platform. The debt funding that has been
achieved in this transaction will provide sufficient working
capital to initiate and maintain the planned development drilling
program.
In connection with the new debt facility, Samson has entered
into swap arrangements for 770,000 barrels of oil, essentially
fixing its price at a weighted average of $55.45 per barrel. This
volume represents approximately 85% of Samson’s currently expected
Proved Developed Producing (PDP) reserves.
Importantly, however, none of the expected PUD production has
been swapped, though Samson is required to maintain an 85% swapped
volume on a go forward basis. These future swap prices are
currently projected to be around $63 per barrel.
The estimated reserves quoted in this release were prepared by a
practitioner with 22 years of industry experience in geologic and
engineering review and analysis and a Bachelor of Science in
Geological Engineering from Colorado School of Mines using
deterministic methods and presented as incremental quantities.
Additionally, the Chief Executive Officer, Terry Barr, who is
responsible for overseeing the preparation of the Company’s
reserves report, is a petroleum geologist with an Associateship in
Applied Geology and over 45 years of relevant experience.
SAMSON OIL & GAS LIMITED
TERRY BARRManaging Director
About the Lender: AEP I FINCO LLC is a lending vehicle managed
by Anvil Energy Partners, a Houston and New York based credit
manager. Anvil Energy services E&P customers requiring $10mm to
$35mm+ of first lien debt for refinance, acquisition and
development opportunities.
Statements made in this press release that are not historical
facts may be forward looking statements, including but not limited
to statements using words like “may,” “believe,” “expect,”
“anticipate,” “should” or “will.” Actual results may differ
materially from those projected in any forward-looking statement.
There are a number of important factors that could cause actual
results to differ materially from those anticipated or estimated by
any forward looking information, including the risks that the
anticipated sales transaction will not close or that the purchase
price will be materially reduced on account of potential
liabilities uncovered during due diligence as well as uncertainties
inherent in estimating the methods, timing and results of
exploration activities. A description of the risks and
uncertainties that are generally attendant to Samson and its
industry, as well as other factors that could affect Samson’s
financial results, are included in the prospectus and prospectus
supplement for its recent Rights Offering as well as the Company's
report to the U.S. Securities and Exchange Commission on Form 10-K,
which are available at
www.sec.gov/edgar/searchedgar/webusers.htm.
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version on businesswire.com: https://www.businesswire.com/news/home/20190410005916/en/
Samson Oil & Gas LimitedTerry Barr, CEO303-296-3994
(US office)
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