Strategy

Exploration

Our exploration strategy focuses on organic growth through the drill bit. We continue to focus our efforts on discovering and developing reserves close to our current operating areas, especially those amenable to 3-D seismic imaging. Through better analysis, we are able to lower our dry hole rate and increase the likelihood of success. Our goal is to build a multi-year inventory of drillable projects, helping to ensure a steady stream of activity and growth.

Termo Drilling Activity

By Type & Outcome 2011
Operated & Non-Operated Wells

Exploratory Crude Oil15%
Exploratory Natural Gas8%
Development Crude Oil38%
Development Natural Gas38%

Acquisition

We frequently review prospects for possible investment near our core operating areas, both working interests and property, that have multiple wells, offer step-out or in-fill development opportunities, and would benefit from operational enhancements. We actively pursue interest ownership consolidation, acquiring additional interests in existing properties as they become available from other non-operating working interest owners.

Termo Capital Expenditure (2012)

Total ($19,241M)

  • Acquisition (Including Leasing): $200M
  • Exploratory Drilling: $8,915M
  • Development Drilling: $7,090M
  • Optimization (Workover, Recomplete): $2,733M
  • Other: $303M

State-by-State Breakdown

California ($12,055M)

  • Acquisition: $90M
  • Exploratory Drilling: $3,909M
  • Development Drilling: $6,650M
  • Optimization: $1,103M
  • Other: $303M

Colorado ($2,000M)

  • Exploratory Drilling: $2,000M
  • Acquisition: $0M
  • Development Drilling: $0M
  • Optimization: $0M
  • Other: $0M

Louisiana ($4,129M)

  • Acquisition: $110M
  • Exploratory Drilling: $2,504M
  • Optimization: $1,515M
  • Development Drilling: $0M
  • Other: $0M

Montana & North Dakota ($240M)

  • Development Drilling: $240M
  • Acquisition: $0M
  • Exploratory Drilling: $0M
  • Optimization: $0M
  • Other: $0M

Oklahoma & Texas ($702M)

  • Exploratory Drilling: $502M
  • Development Drilling: $200M
  • Acquisition: $0M
  • Optimization: $0M
  • Other: $0M

Wyoming ($115M)

  • Optimization: $115M
  • Acquisition: $0M
  • Exploratory Drilling: $0M
  • Development Drilling: $0M
  • Other: $0M

Optimization

We increase reserves production by developing and improving existing wells. Through internal geologic, technical, and economic reviews, and by implementing advanced downhole technology, we are able to improve production capabilities of existing properties at a reasonable cost. We regularly review our older properties to see if newer methods will improve production. We center our efforts on recompletions, stimulations, and operational efficiencies as well as working candidate idle and shut-in wells.

Through our strategic exploration and acquisition models in California, Wyoming, and Louisiana, we have a history of steady growth and a promising future ahead.

Termo’s Cost Breakdown

Percentage Per BOE of Operated Production in 2010

Average per barrel price of $72.50 and per MCF of $4.40. Values are averaged for nation‑wide production.

Royalties18%
Taxes, Excluding Corporate10%
Marketing, Gathering, Transport2%
Operations, Repairs, Service Rigs, Etc.16%
Land and Lease Obligations1%
Administration, Overhead, Labor9%
Regulatory Compliance4%
Abandonment Reserve2%
Total62%
Profit38%

In other words, 62% of a Barrel of Oil Equivalent Production goes to the above factors, leaving 38% for profit.

Partners

We Work With People We Trust

We credit our success for the last 80 years to strong relationships, and many of those are with our partners. Our core values center around integrity, respect, transparency, and good communication, and we've learned to look for those aspects of character in our partners. We also consider experience, responsibility, and good reputation to be essential. We thoughtfully consider each potential partnership because our relationships go far beyond the balance sheet. We work to offer our partners mutually beneficial opportunities and ultimately build trust and shared loyalty. The result is a family of long-lasting partnerships in which both sides are highly regarded.