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2016 06-30 ppt- for presentation

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Summary of Ledger Petroleum's strategy for investing in current oil and gas producing properties and cash-flow in a fund structure.

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2016 06-30 ppt- for presentation

  1. 1. July 1, 2016 Ledger Partnerships https://vimeo.com/156774449/8a1d215068
  2. 2. Disclaimer This presentation contains forward-looking statements (projections, valuations, estimates and plans, among others) that involve significant unknown and known risks, uncertainties and other factors that could cause actual results and actual values to vary materially from the projections, valuations, estimates, and plans contained herein. Those receiving this presentation are cautioned not to rely on any such forward-looking statements in the event they decide to invest in Ledger-Cambrian Partnership, Ltd, and that they should view these forward-looking statements as matters that cannot be guaranteed or warranted in any way, and that any potential investor should reach his or her own conclusions on these matters. Among the many factors that could cause results to vary are factors involving oil and gas exploration, the volatility associated with commodity pricing, world wide oil and gas supplies, domestic and international economic trends, world wide geopolitical factors, environmental issues, and laws associated with drilling for and producing hydrocarbons. There is potential risk to lose the entire investment. These risks and many others may be discussed in the Private Placement Memorandum, which should be reviewed carefully by any potential investor. This is neither an offer to sell nor a solicitation of an offer to buy securities described herein. An offering is made only by the Confidential Private Placement Memorandum (PPM). Past Performance is not indicative of future results. Securities offered through Crescent Securities. Crescent Securities is not affiliated with Ledger Petroleum, LLC or the Ledger-Cambrian Partnership, Ltd. Always consult a tax professional prior to investing. 2
  3. 3. In The Oil And Gas Business On a regular basis, Ledger Petroleum purchases producing oil and gas leases in North America consolidating them into Portfolios. The goal is to purchase predictable cash flows for a cash return on capital using standard oil and gas engineering practices. First Priority is to distribute Cash to the partners, Second Priority is to use excess cash-flow to replace reserves. Our Prices are hedged whenever possible. The (Almost) Perfect Investment 3
  4. 4. Ledger Investment Mantra “Job 1 is to reduce or eliminate the risk of investing in the Oil & Gas Sector”. Paul Anthony Thomas Financial Publisher, Professional Investor and Geologist 4
  5. 5. From the experience of Paul A. Thomas Only, Not To Be Used For Investment Purposes Ledger Petroleum 5
  6. 6. HEDGED Cash-flow For Decades SINCE 1951 6 The (Almost) Perfect Investment
  7. 7. Question: How Many Days for the United States to use the Bakken? ~378 7.2 Billion barrels reserves recoverable/19 Million barrels/day 7 The (Almost) Perfect Investment
  8. 8. Why Oil & Gas – The Core Commodity The supply of oil and gas is limited and uncertain while the demand for energy continually grows as the global population expands. This fact alone supports the long term value of owning direct oil & gas now and in the future. The (Almost) Perfect Investment 8
  9. 9. DOE Argonne National Labs 2006 The (Almost) Perfect Investment 9
  11. 11. Direct Oil & Gas Production Source: Wealth Management Systems for Wells Fargo: Asset Allocation: A Sound Investment Strategy How They Performed (1985-2014) The (Almost) Perfect Investment 11
  12. 12. ACTIVE MANAGEMENT IS KEY!  GOALS: Current Income & Capital Appreciation.  RESEARCH: Analyze 100 targets to purchase 2-3 packages.  DIVERSIFICATION: Income Producing Assets in many States  RISK MITIGATION: Ongoing Hedging Program  EXPERIENCE: 60+ Combined Years of Experience.  INEFFICIENT NICHE OPPORTUNISTIC INVESTMENTS 12 The (Almost) Perfect Investment
  13. 13. Principals  Founder, Ledger Petroleum, 12 years  Prior roles: President-Allegro Energy (9 years) VP Finance - Dunigan Petroleum (3 years) Operations - James P. Dunigan (5 years)  MBA – Hardin-Simmons University  Chief accountant for 26 Oil & Gas related companies  Acquired over 1000 b/d in 24 months in the 1990’s  Managed 200+ producing wells as operator/producer Allan Meador Managing Partner 30 Years Experience Paul Thomas Managing Partner 30 Years Experience  Founder, Ledger Petroleum, 12 years  Prior roles: Independent Consulting Geologist (3 years) U.S. EPA – Pipeline Cleanup/Solid Waste Specialist (7 years) Thomas Resources – Wellsite Geologist/Oil Operator (13 years)  Certified Professional Geological Scientist #7243, Member AAPG  BS, Geology – Hardin-Simmons University. BS, Psychology, Texas A&M University  Registered Landman, Member AAPL  Has leased over 2,000,000 acres for exploration  Has drilled or supervised 200+ wells as Operator or Field Supervisor  Owned & Managed Gathering Systems & Pipelines The (Almost) Perfect Investment 13
  14. 14. Cambrian Partnership Acquisition Sweet Spot 14 The (Almost) Perfect Investment
  15. 15. $30,000/month 16 www.ledgerpetroleum.com Market Opportunity-Sample
  16. 16. 17www.ledgerpetroleum.com Average Cashflow: $30,000/month Market Opportunity - Sample
  17. 17. Eagleford Production $54,000/month 18 www.ledgerpetroleum.com Market Opportunity-Sample MONTHLY REVENUES/EXPENSES - Production Month Net Revenue L.O.E. Net Profit Oct. 2015 $54,267.62 $3,349.58 $50,918.04 Sept. 2015 $44,758.04 $6,647.49 $38,110.55 August 2015 $52,198.61 $3,785.72 $48,412.89 July 2015 $57,372.57 $2,593.08 $54,779.49 June 2015 $66,994.20 $2,507.85 $64,486.35 May 2015 $70,073.82 $1,628.06 $68,445.77
  18. 18. Texas Panhandle $9,000/month 19 www.ledgerpetroleum.com Market Opportunity-Sample
  19. 19. Oklahoma Miss 77 wells – 67 producers $110,000/month High Bid $300,000. 20 www.ledgerpetroleum.com Market Opportunity-Sample
  20. 20. Upton Co Texas Horizontals Wolfecamp A/B $40,000/month 21 www.ledgerpetroleum.com Market Opportunity-Sample
  21. 21. 2122 Opportunities Abound To Purchase Producing Interests Midland Map Company Image Market Opportunity
  22. 22. STEP 1 = Diversification Mitigates Risk Areas where potential acquisitions are located • Diversified by Location and Pay Horizon: proven-producing fields with multiple pay horizons in multiple states. • Diversified by Production: Partnership assets will be Natural Gas, Liquids and Oil. • Diversified by Operator: XTO, Devon, Mewborne, Sandridge, Plymouth, Vista, Yates, many others… 22 The (Almost) Perfect Investment
  23. 23. Why Do We Hedge Out 2 – 3 Years… 23 17% Severe dips in prices do not historically last greater than 24 months and create extreme wealth creation opportunities. The (Almost) Perfect Investment
  24. 24. 24 Other Risk Management Tools Include… • Little or no use of debt. • Limited exposure to low risk drilling. • Ongoing reviews of property profitability • Routine portfolio evaluations • Property Hygrading – this is a trading partnership where we buy and sell interests routinely for a profit. The (Almost) Perfect Investment
  25. 25. Recap of Benefits: 1. Experienced Management 2. 10 Year Track Record 3. Diversification – Operators, States, Pipelines, Pay Zones 4. Strong Risk Management: 5. Not Correlated to Financial Markets 6. Tax advantaged Income 25 The (Almost) Perfect Investment
  26. 26. 26 Track Record Average 11.79% Cash Average 17.31% Net Income
  27. 27. 27 Ledger Petroleum Today – Catching Assets! Price Declines in Oil & Gas Cause A Major Relocation of Assets Over Time Ledger Petroleum is Prepared to Catch Assets As They Come Available.
  28. 28. 30www.ledgerpetroleum.com NOW IS THE BEST TIME IN THE PAST 30 YEARS TO BE PURCHASING OIL AND GAS PRODUCTION! PERIOD Ledger Petroleum, LLC 558 Ambler Avenue Abilene, Texas 79601 325-695-1329 THANK YOU The (Almost) Perfect Investment