Stock Quote: NKO | TSX: $34.03   0.51

May 17, 2012 @ 16:00 ET

Creating value through the successful exploration and development of high impact plays.

Key Indicators

Financial

Financial Highlights

 

 

For The 3 Months Ended December 31
(US$000’s except as indicated)

2011

2010

Change

Oil and natural gas revenue (1)

85,226

111,912

-24%

Funds from operations (2)

60,109

70,588

-15%

Funds from operations per share (2)

1.16

1.38

-16%

Net Income (loss)

(40,405)

25,806

-257%

Net Income (loss)/share (basic)

(0.78)

0.50

-256%

Weighted average shares outstanding (basic)

51,603,054

51,136,407

 1%

 
For The 9 Months Ended December 31
(US$000’s except as indicated)

2011

2010

Change

Oil and natural gas revenue (1)

281,670

347,628

-19%

Funds from operations (2)

181,250

225,336

-20%

Funds from operations per share  (2)

3.51

4.42

-21%

Net Income (loss)

(139,304)

63,663

-319%

Net Income (loss)/share (basic)

(2.70)

1.25

-316%

Weighted average shares outstanding (basic)

51,569,074

51,010,008

1%

(1) Oil and natural gas revenue is before the deduction of royalty expense and the government's share of profit petroleum.

(2) Funds from operations and funds from operations per share are non-IFRS measures.  Funds from operations is calculated as the cashflows from operating activities prior to the change in operating non-cash working capital, the change in long-term accounts receivable and exploration and evaluation costs expensed to the statement of comprehensive income.

Operations

For The 3 Months Ended December 31

2011

  2010

   %      

Gas production (Mcf/d)

209,129

 276,865

 -24%

 Oil production (Bbl/d)

1,679

 2,590

 -35%

 Combined basis (Mcfe/d)(1)

219,204

 292,402

 -25%

Oil & gas price ($/Mcfe)(1)

4.23

 4.16

    2%

Operating cash flow (US$000’s)(2)

 65,157

 88,855

 -27%

Operating cash flow/netback (US$/Mcfe)(1)(2)

3.23

 3.30

   -2%

 

 

 

 

For The 9 Months Ended December 31

2011

2010

%

Gas production (Mcf/d)

223,791

282,821

-21%

Oil production (Bbl/d)

1,930

2,941

-34%

Combined basis (Mcfe/d)(1)

235,368

300,469

-22%

Oil & gas price ($/Mcfe)(1)

4.35

4.21

3%

Operating cash flow (US$000’s)(2)

222,157

283,105

-22%

Operating cash flow/netback (US$/Mcfe)(1)(2)

3.43

3.43

0%

(1) Mcfe is derived by converting oil and condensate to natural gas in the ratio of 1 bbl:6 Mcf.

(2) Operating cash flow and operating netback are non-IFRS measures.  Operating cash flow is calculated as oil and natural gas revenues less royalties, profit petroleum and cash-portion of operating expense.

Expenditures

Expenditures

(US$000’s)

 

9 Months Ended December 31 2011

Year Ended March 31 2011

 

Exploration(1)                                 

263,648

151,099

 

Development

9,056

27,837 

 

Total

272,704

178,936 

 

(1) Includes acquisitions and amounts expensed in the statement of comprehensive income.

Reserves

Gross Reserves

2011 2010 %

Proved

 

   

  Crude Oil and NGL (Mbbl)

1,772

6,081

(71%)

  Natural Gas (MMcf)

771,966

1,064,237

(27%)

Total Proved (MMcfe)

782,598

1,100,723

(29%)

Total Probable (MMcfe)

424,983

481,177

(12%)

Total Proved plus probable (MMcfe)

1,207,581

1,581,900

(24%)

Landholdings

Landholdings

Exploration Acreage

# Blocks

Gross

Net

Bangladesh

3

1,795,383

1,116,503

India

5

8,576,828

1,280,991

Indonesia

20

25,797,908

16,598,634

Kurdistan

1

208,962

102,391

Madagascar

1

4,160,715

3,120,536

Pakistan

4

2,450,460

2,450,460

Trinidad

10

1,995,113

1,263,286

Total

44

44,985,368

25,932,802

Developed Acreage

     

Bangladesh

2

7,471

6,607

India

3

114,361

19,653

Total

5

121,832

26,259

Total Acreage

 49

45,107,200

25,959,061

Shares

Share Information

As at April 30, 2012

 

Shares outstanding

51,641,845

Options outstanding

3,997,378

Market capitalization

2.15 billion

Indices

S&P/TSX Composite, S&P/TSX Capped Energy