For more information: [email protected] Frederick Shepperd from Shepperd Investors and who was a speaker at the marcus evans Summit held, delivered his presentation entitled Rocking the Energy World". Join the 2015 Elite Summit along with leading regional investors in an intimate environment for a highly focused discussion on the latest investment strategies in the market. For more information: [email protected]
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Marcus Evans Elite Family Office Summit Marcus Evans Elite Family Office Summit Marcus Evans Elite Family Office Summit Marcus Evans Elite Family Office Summit Marcus Evans Elite Family Office Summit Marcus Evans Elite Family Office Summit Marcus Evans Elite Family Office Summit Marcus Evans Elite Family Office Summit June 16, 2014 June 16, 2014 June 16, 2014 June 16, 2014 Shepperd Shepperd Shepperd Shepperd Investors AG Investors AG Investors AG Investors AG Wiesenstrasse Wiesenstrasse Wiesenstrasse Wiesenstrasse 10 10 10 10 CH 8032 Zurich, Switzerland CH 8032 Zurich, Switzerland CH 8032 Zurich, Switzerland CH 8032 Zurich, Switzerland Tel. 41 44 586 5483 Tel. 41 44 586 5483 Tel. 41 44 586 5483 Tel. 41 44 586 5483 Mobile 41 79 814 4349 Mobile 41 79 814 4349 Mobile 41 79 814 4349 Mobile 41 79 814 4349
Transcript
1. Marcus Evans Elite Family Office SummitMarcus Evans Elite
Family Office SummitMarcus Evans Elite Family Office SummitMarcus
Evans Elite Family Office SummitMarcus Evans Elite Family Office
SummitMarcus Evans Elite Family Office SummitMarcus Evans Elite
Family Office SummitMarcus Evans Elite Family Office Summit June
16, 2014June 16, 2014June 16, 2014June 16, 2014
ShepperdShepperdShepperdShepperd Investors AGInvestors AGInvestors
AGInvestors AG WiesenstrasseWiesenstrasseWiesenstrasseWiesenstrasse
10101010 CH 8032 Zurich, SwitzerlandCH 8032 Zurich, SwitzerlandCH
8032 Zurich, SwitzerlandCH 8032 Zurich, Switzerland Tel. 41 44 586
5483Tel. 41 44 586 5483Tel. 41 44 586 5483Tel. 41 44 586 5483
Mobile 41 79 814 4349Mobile 41 79 814 4349Mobile 41 79 814
4349Mobile 41 79 814 4349
2. No Timelier and More Important Subject How Long Will the Gas
Flow and Lights Stay On?
3. Europe, the Ukraine and Russia Dependence on Russian Natural
Gas Economics and Politics Compromised Fundamental Security Also
Now Questioned European Gas Runs Through Ukraine Ukraine Owed 5.2
Billion Euros for Russian Gas Price to Ukraine in 2007USD 485 Per
MCM Renegotiated USD 268 Plus Sevastopol Average Price to
Europe.USD 380 Per MCMAverage Price to Europe.USD 380 Per MCM Often
Spot Market Price Plus in Winter The Gas Exporting Countries Forum
and Big Gas Troika Russia, Iran, Qatar, plus Algeria, Nigeria,
Venezuela , Libya, Egypt Bolivia, Equatorial Guinea, Trinidad
Tobago Control Globally 70% of Natural Gas and 85% of Liquid
Natural Gas (LNG) OPEC of Gas Russia Creates Eurasian Union Russia,
Belarus, Kazakhstanand more to come Members are Exporters of Raw
Materials Much of the Middle East Is No Longer Reliable (Iraq,
Libya et al.)
4. GECF Countries Control By Import Volume:GECF Countries
Control By Import Volume:GECF Countries Control By Import
Volume:GECF Countries Control By Import Volume: 61% of EU Gas
Supply61% of EU Gas Supply61% of EU Gas Supply61% of EU Gas Supply
64% of EU Oil Supply64% of EU Oil Supply64% of EU Oil Supply64% of
EU Oil Supply 62% Gas & Oil by Value Source: EU Energy Security
Report May 28, 201462% Gas & Oil by Value Source: EU Energy
Security Report May 28, 201462% Gas & Oil by Value Source: EU
Energy Security Report May 28, 201462% Gas & Oil by Value
Source: EU Energy Security Report May 28, 2014
5. High Cost Energy Drags Economy Substantial Job Loss Base
Industries Cannot Compete, Must Relocate Spot Price Plus for
Natural Gas Retail Price USD 21/mcf in Europe USD 6/mcf in US
Always a Winter Crisis with Supply from Russia Always a Winter
Crisis with Supply from Russia German Angst Obstructs Change
Against Shale, Against Electric Cars (1% vs 20% in Japan) EU
Security Initiative Published Alternatives to Russian Sourced Gas
Indigenous Gas Production (Yes, Shale Gas) Conservation and
Alternative Energy Sources The Rumble of Earthquakes, or the Rumble
of Tanks?
6. Low Cost Energy Countries Attract Industry Shale and Low
Cost Energy Saves America Shale Saves Tax Dollars (8.4% Electric,
28.7% Gas) USD 60 MM for Ohio Govt. 10.2 MM for Schools Per Year
Changes Strategic Balances in the World Creates Economic and
Political Independence inCreates Economic and Political
Independence in Shale Countries Shale Oil and Gas is the Largest
Geopolitical and Economic Change in the 21st Century Opportunities
Abound
7. From Largest Importer to Largest Exporter of Oil in the
World Very Soon More Gas Produced in Pennsylvania than in Qatar
Dramatic Change In Trade and Economic Data Exports at 4.3 Million
Barrels of Petroleum Products Per Day in 2013 1.7 Million Per Day
in 20081.7 Million Per Day in 2008 Imports at 2.1 Million Barrels
US Export Ban To Be Lifted Opportunities for Investment and Profit
Throughout the Supply Chain
8. Reserves for the Future Approx. 350 Trillion Cubic Feet in
Gas Reserves In US Utica Formation Alone Can Supply the Entire
Energy of the US for 100 Years The US Converts to Natural Gas
Compressed Natural Gas for Transportation Compressed Natural Gas
for Transportation Natural Gas for Power Generation The Real Story:
www.truthlandmovie.com Lowest CO2 Emissions in 20 Years and Kyoto
Goal Met Because of Shale Gas Power Generation 30 Percent CO2
Reduction by 2020 New Goal Coal Now Exported to Germany and Air
Quality Diminishes The Real Energiewende
9. The Utica Formation 38 Trillion Cubic Feet Natural Gas 940
Million Barrels of Oil 208 Million Barrels of Natural Gas Liquids
Shale Formation Between 200 and 400 Feet Thick (124 Meters) Bakken
Play Compared (North Dakota)Bakken Play Compared (North Dakota) 6.7
Trillion Cubic Feet Natural Gas 7.4 Billion Barrels of Oil 530
Million Barrels of Natural Gas Liquids Ohio History First Well 1860
(2nd Well Drilled in North America) 65,080 Horizontal Wells Still
Operating & Many Fracked in the 1980`s, or Earlier
10. Richest Shale Oil and Gas Formation in North America
Approx. 60 Percent Liquid Condensate (Oil) Average 2,000 to 9,000
Barrels Per Day Top Well Produces 42 million Cubic Feet Per Day Top
Well Produces 42 million Cubic Feet Per Day USD 38 Billion Invested
in the Last 3 Years Publicly Held Drillers Involved Refiners
Already Close By, and Rapidly Expanding British Petroleum,
Cleveland (Formerly Standard Oil) Marathon Oil, Findlay Ashland
Oil, Canton
11. The Oil Rights Are Owned by the Land Owners Royalties and
Bonuses Creating Multi Millionaires Daily Sales Tax Revenues have
Tripled as Money Flows Wells Are Drilled Approximately USD 10
Million Per Well Infrastructure is Being Built USD 4 Billion New
Refinery by Brazilian Investors USD 4 Billion New Refinery by
Brazilian Investors USD 2.2 Billion in New Gas Fired Power Plants
Ohio Imported 10 Billion Cubic Ft. of Gas in 2011, Exports 10
Billion Cubic Ft. in 2014 Pipelines Change Direction and Flow to
the Other States A forgotten region will become World Class. Region
the Newest World Class Asset. Houston Chronicle, May 22, 2014
12. We are Local and Know the Oil Patch Family was Largest Land
Owner in Tuscarawas County for Decades (Established 1918) Owned and
Drilled Oil and Gas Wells On His Own Property in the 80`s Packaged
25-50 Oil Well Deals with Other Land Packaged 25-50 Oil Well Deals
with Other Land Owners and Investors Sold Ohio Real Estate
Investments and Established Shepperd Investors AG in Zurich 2007
FMS Worked to Save the Community Before the Economic Crash
13. Local, Real Deals Direct Opportunities from the Oil Patch
Starts with Royalties and Continues through the Supply Chain and
Downstream Team of Professionals and Technical ExpertsTeam of
Professionals and Technical Experts Ohio North America Europe
Families for Families, Individual and Institutional Investors
14. The Real Estate Owner Owns Minerals Below the Surface Oil
Driller Leases the Rights Leases are Filed in the County Land
Records Lease Rights Are Assignable and Transferable Time Limit to
Drill Wells Owner Receives Approx. 20 Percent of the Gross Value
Owner Receives Approx. 20 Percent of the Gross Value Produced By
the Well Royalty Rights Transferred to SIAG, Separable from Land
Title Well Produces Oil and Gas Production Logs at Wellhead Checked
Monthly Payment at Current Price for Oil and Gas Paid to Royalty
Owner USD 10,000 in Production Means USD 2,000 in Royalties
15. Oil Rights are Leased The Royalty Rights are Acquired by
SIAG from the Landowner for a Lump Sum Amount Assignment is Filed
In the Land Records Royalty is Paid to SIAG Instead of
LandownerRoyalty is Paid to SIAG Instead of Landowner Like Clipping
Coupons Rights Are Readily Marketable and Transferrable Two Sources
of Revenue Royalty Payments Increased Value of the Royalty Rights
When Sold No Oil and Gas Operational Risk of Drillers
16. Eagle Ford Shale Formation In Texas 105% in 18 Months from
Oil and Gas Production Value of Leases Exponential Initial Purchase
Price USD 8,000 Per Acre Value of Royalty Rights in 6 Months USD
15,000 Value in One Year USD 100,000 Value in One Year USD 100,000
Current Value 100 x Cash Flow Ohio Is Early Stage, but Better than
Eagle Ford January Price was USD 8,500 Value Now USD 15,000 Next
Year Like Eagle Ford Just Announced USD 2.0 Billion for Leases in
the Coming Months by One InvestorElevator Up!
17. Drilling 31 Drilling Companies in the Ohio Utica Publicly
Owned Drilling Companies Co-investment with Local Drillers
Investment in Stock of the Companies Consolidation Likely
Consolidation Likely Infrastructure Pipelines Compressor Houses CNG
and LNG Facilities Power Generation Refining
18. Investment in Related Businesses and Companies Involved in
the Shale Market Schlumberger, Ecolab and Others Well Services
Solvay Chemical and Others Solvay Chemical and Others Solvents for
the Oil Field Steel Pipe Companies Timken Company Canton US Steel
Cleveland Vallourec Youngstown Examples For Presentation Purposes
Only. Consult Your Investment Advisor
19. Investment in Ventures Benefiting from Low Cost Energy (USD
100 Billion in Projects Already Announced in the US) Plastics and
Chemical Companies Steel, Foundries Local Refiners Local Refiners
Investment in the Local Economic Growth Hotels (6 Under
Construction in One Town) Multi Tenant Housing Rooms USD 800 per
Month, Houses USD 6,000 per Month Industrial and Commercial Real
Estate Land in the Right Location Other Businesses to Serve the
Community
20. Buy a Business, or Buy a Few Shares Local Residents Renting
Rooms in their Homes, Campers, Basements and Garages Invest in
Funds for Infrastructure and More SIAG Structured and Developed for
Families and Institutional InvestorsInstitutional Investors Others
Be Creative and Use Your Imagination When Over100 Billion Dollars
is Focused in One Place What Happens? Be There Ahead of Global
Capital Change Elevators, Then Take the Elevator Up!
21. Europe UK 14th Lease Round This Fall by DECC Poland
Concessions Issued and New Law Germany SSHHH! Starts Quietly German
Angst to Innovation No to Shale, No to Electric Cars France SSHHH!
Jobs Trump the Liberal Socialists and Green Party Politics
Deterrents: Lack of Infrastructure, Taxation, Law Deterrents: Lack
of Infrastructure, Taxation, Law South America Brazil In Planning
Argentina Underway Asia China In Planning 20,000 ft. Wells
Australia In Planning
22. Harnessing Global Capital Flow Turning the Worst Economy in
the US to the Best (Currently No. 1 State) Transforming Poor and
Unemployed Farmers into Millionaires (250 in Carroll Conty In 2
Years) New Generation of Philanthropy and Charitable
OrganizationsNew Generation of Philanthropy and Charitable
Organizations Creating an Enormous Economic Infrastructure for the
Next 50 Years Attracting Global Businesses with Low Cost Energy
Creating 200,000 Thousand Jobs for the Rust Belt in the New Black
Belt
23. In German: lIn German: lIn German: lIn German: l---- und
Gasrevolution in Nordamerikaund Gasrevolution in Nordamerikaund
Gasrevolution in Nordamerikaund Gasrevolution in Nordamerika Die
Welt wird ein bisschen Schiefer (The World is a Bit More Out of
Balance) In American:In American:In American:In American: Shale
Brings Hope; Independence and Prosperity
25. THIS CONFIDENTIAL DOCUMENT (THIS PRESENTATION) IS BEING
DELIVERED TO A LIMITED NUMBER OF PARTIES WHO, IT IS BELIEVED, MAY
BE INTERESTED IN FINANCING THIS LEASE ROYLTY OPPORTUNITY FOR
SHEPPERD INVESTORS AG (SIAG) THIS PRESENTATION IS FURNISHED TO YOU
ON A CONFIDENTIAL BASIS SOLELY FOR THE PURPOSE OF DECIDING WHETHER
OR NOT YOU WISH TO PROCEED WITH A FURTHER INVESTIGATION OF THE
UTICA ROYALTY INTEREST PURCHASE (THE PROJECT). THIS PRESENTATION IS
NOT AN INVITATION TO ACQUIRE INTERESTS IN SIAG; OR ANY OTHER
ENTITY, NOR DOES IT CONSTITUTE AN OFFER FOR SALE OR THE
SOLICITATION OF AN OFFER TO BUY ANY INTERESTS IN THE LEASE
ROYALTIES. IT IS NOT INTENDED TO FORM THE BASIS OF ANY INVESTMENT
DECISION AND SHOULD NOT BE CONSIDERED AS A RECOMMENDATION BY SIAG
OR ANY OTHER PERSON WHO IS AN ISSUER ORDISTRIBUTOR OF THIS
PRESENTATION. SUBSCRIPTION FOR INTERESTS WILL BE MADE SOLELY ON THE
BASIS OF THE INFORMATION CONTAINED IN THE PROSPECTUS THIS
PRESENTATION DOES NOT PURPORT TO BE COMPREHENSIVE OR NECESSARILY
CONTAIN ALL THE INFORMATION THAT THE RECIPIENT MAY REQUIRE TO MAKE
SUCH DECISIONS. WHILE THE INFORMATION CONTAINED HEREIN HAS BEEN
PREPARED IN GOOD FAITH, NO REPRESENTATION, UNDERTAKING, PROMISE OR
WARRANTY, EXPRESS OR IMPLIED, IS OR WILL BE MADE OR GIVEN, AND NO
RESPONSIBILITY OR LIABILITY IS OR WILLPROMISE OR WARRANTY, EXPRESS
OR IMPLIED, IS OR WILL BE MADE OR GIVEN, AND NO RESPONSIBILITY OR
LIABILITY IS OR WILL BE ACCEPTED BY SIAG, ANY OF THEIR AFFILIATES
OR ANY OF THEIR RESPECTIVE DIRECTORS, OFFICERS, SHAREHOLDERS,
MEMBERS, MANAGERS, EMPLOYEES, ADVISORS OR AGENTS OR BY ANY OTHER
PERSON AS TO OR IN RELATION TO THE ACCURACY, RELIABILITY OR
COMPLETENESS OF THE PRESENTATION OR ANY OTHER INFORMATION OR DATA
OF WHATEVER KIND MADE AVAILABLE TO ANY INTERESTED PARTY OR ITS
ADVISORS.THE PRESENTATION INCLUDES CERTAIN STATEMENTS WITH RESPECT
TO THE PROJECTS PROJECTED PERFORMANCE. ESTIMATES OFFUTURE
PERFORMANCE REFLECT VARIOUS ASSUMPTIONS MADE BY SIAGAND/OR OUTSIDE
SOURCES THAT MAY OR MAY NOT PROVE ACCURATE, AS WELL AS THE EXERCISE
OF A SUBSTANTIAL DEGREE OF JUDGMENT BY HIGHPOINT AS TO THE SCOPEAND
PRESENTATION OF SUCH INFORMATION. NO REPRESENTATIONS OR WARRANTIES
ARE MADE AS TO THE ACCURACY OF SUCHSTATEMENTS OR ESTIMATES OF
ANTICIPATED PERFORMANCE. ACTUAL RESULTS DURING PROJECTION PERIODS
MAY DIFFER SUBSTANTIALLY FROM THOSE PROJECTED. THIS FINANCING
OPPORTUNITY WILL NOT BE REGISTERED UNDER THE FINMA; FSA; UNITED
STATES SECURITIES ACT OF 1933, AS AMENDED, OR ANY STATE OR OTHER
SECURITIES LAWS, AND WILL NOT BE APPROVED BY THE UNITED STATES
SECURITIES AND EXCHANGE COMMISSION OR ANY OTHER FEDERAL OR STATE
GOVERNMENTAL OR SELFREGULATORY AGENCY. THE PARTNERSHIP WILL NOT BE
REGISTERED UNDER THE UNITED STATES INVESTMENT COMPANY ACT OF 1940,
AS AMENDED. NO GOVERNMENTAL OR OTHERAGENCY HAS PASSED OR WILL PASS
OPINION ON THE ACCURACY OR ADEQUACY OF THIS PRESENTATION: T
26. The SIAG Team In Europe and North America Drilling
Companies Operating in Ohio Top Counties for Shale in Ohio
Government Wins with Shale Mostly Water and Sand Used in Fracking
One Million Cannot Be Wrong!
27. Frederick Metz Shepperd, CEO CEO, 30 Years Ohio Oil and Gas
Experience Former CFO of Becker Pumps and Aerzen USA (JV with
Becker) German Pump Manufacturers for Oil and Gas Applications and
Gas Transmission Global Business and Supply Chain Expertise
Professional and Technical Advisors on Oil andProfessional and
Technical Advisors on Oil and Gas in Europe and Middle East Shale
Oil Development, Oil Refining, Downstream Trading and Hedging LNG
and CNG Infrastructure Gas Turbine Power Generation Collaboration
with Families and Friends in the Industry
28. Local Buying Group Land Men Responsible for Lease
Acquisitions Local Knowledge and Focused on Sweet Spot Long Before
Others Decades of Experience in Lease Right Procurement Local Lease
Administration Local Coordinator of Royalty Program for SIAG Local
Coordinator of Royalty Program for SIAG Currently Manages USD 100
Million In Oil and Gas Leasing Programs Programs Coordinated With
Family Offices, Individual and Institutional investors Geological
and Technical Support Former Board Member of Blackstone Energy
Local Network of Experts from the Ohio Oil Patch
29. Drilling CompanyDrilling CompanyDrilling CompanyDrilling
Company Location of PermitsLocation of PermitsLocation of
PermitsLocation of Permits American Energy UticaAmerican Energy
UticaAmerican Energy UticaAmerican Energy Utica Guernsey, Harrison
Antero ResAntero ResAntero ResAntero Res Appalachian
CorpAppalachian CorpAppalachian CorpAppalachian Corp Monroe, Noble
Anadarko E & P Co. L.P.Anadarko E & P Co. L.P.Anadarko E
& P Co. L.P.Anadarko E & P Co. L.P. Coshocton, Guernsey,
Muskingum, Noble Atlas NobleAtlas NobleAtlas NobleAtlas Noble
Columbiana, Harrison Brammer EngineeringBrammer EngineeringBrammer
EngineeringBrammer Engineering Trumbull Beusa EnergyBeusa
EnergyBeusa EnergyBeusa Energy Ashtabula BP America Prod. Co.BP
America Prod. Co.BP America Prod. Co.BP America Prod. Co. Trumbull
CarrizoCarrizoCarrizoCarrizo Guernsey
ChesapeakeChesapeakeChesapeakeChesapeake Exploration LLCExploration
LLCExploration LLCExploration LLC Carroll, Columbiana, Geauga,
Guernsey, Harrison, Jefferson, Mahoning, Portage, Stark, Tuscarawas
ChevronChevronChevronChevron
Appalachia,LLCAppalachia,LLCAppalachia,LLCAppalachia,LLC Harrison
CNX Gas Co. LLCCNX Gas Co. LLCCNX Gas Co. LLCCNX Gas Co. LLC
Jefferson, Mahoning, Monroe, Noble, Portage, Trumbull, Tuscarawas
DevonDevonDevonDevon Ashland, Coshocton, Guernsey, Holmes, Knox,
Medina, Wayne, Eclipse Resources 1 LPEclipse Resources 1 LPEclipse
Resources 1 LPEclipse Resources 1 LP Guernsey, Harrison, Monroe,
Noble EM Energy OhioEM Energy OhioEM Energy OhioEM Energy Ohio
Monroe, Washington EnerVest Operating LLCEnerVest Operating
LLCEnerVest Operating LLCEnerVest Operating LLC Carroll, Guernsey,
Jefferson, Muskingum, Noble, Stark, Tuscarawas EQT Production
Co.EQT Production Co.EQT Production Co.EQT Production Co. Guernsey
Gulfport Energy Corp.Gulfport Energy Corp.Gulfport Energy
Corp.Gulfport Energy Corp. Belmont, Guernsey, Harrison, Halcon
OperatingHalcon OperatingHalcon OperatingHalcon Operating Trumbull,
Mahoning Hall DrillingHall DrillingHall DrillingHall Drilling
Monroe Hess Ohio ResourcesHess Ohio ResourcesHess Ohio
ResourcesHess Ohio Resources LLCLLCLLCLLC Belmont, Guernsey,
Harrison, Jefferson H G EnergyH G EnergyH G EnergyH G Energy Monroe
Hilcorp Energy CoHilcorp Energy CoHilcorp Energy CoHilcorp Energy
Co Columbiana, Mahoning Mountaineer KeystoneMountaineer
KeystoneMountaineer KeystoneMountaineer Keystone Portage Petroleum
Dev. CorpPetroleum Dev. CorpPetroleum Dev. CorpPetroleum Dev. Corp
Guernsey, Morgan, Washington R E Gas DevelopmentR E Gas
DevelopmentR E Gas DevelopmentR E Gas Development Carroll,
Guernsey, Noble RiceRiceRiceRice Belmont Sierra Resources LLCSierra
Resources LLCSierra Resources LLCSierra Resources LLC Carroll,
Columbiana, Tuscarawas Statoil USAStatoil USAStatoil USAStatoil USA
Monroe SwepiSwepiSwepiSwepi Columbiana Triad Hunter LLCTriad Hunter
LLCTriad Hunter LLCTriad Hunter LLC Monroe, Washington XTOXTOXTOXTO
Belmont, Monroe
30. County Total Number of Well Permits Number of Producing
wells Ashland 1 0 Ashtabula 1 0 Belmont 105 23 Carroll 408 223
Columbiana 103 31 Coshocton 5 1 Geauga 1 0 Guernsey 104 32 Harrison
234 61 Holmes 3 0 Jefferson 40 12Jefferson 40 12 Knox 2 0 Mahoning
30 8 Medina 1 0 Monroe 88 17 Morgan 3 0 Muskingum 3 1 Noble 108 34
Portage 15 4 Stark 13 2 Trumbull 15 9 Tuscarawas 17 3 Washington 11
5 Wayne 1 1 Total 1312131213121312 467467467467
31. One Million Wells in the US Many Used Fracking Over the
Last 30 Years Not One Incident of Ground Water Contamination from
Wells (Environmental Protection Agency, 2014) A Tense BattleA Tense
Battle Anti Fracking Crowd Speaks in the Subjunctive Tense Would,
Should, Could Pro Fracking Crowd Speaks in Present and Past Tense
Is, Was, Does Fear vs. Facts: You be the Judge