Canadian Oil Sands Limited Oil & Gas Exploration and Production Operations and Cost Analysis – Q4, 2011 by GlobalData

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									              Canadian Oil Sands Limited Oil & Gas Exploration and Production
                         Operations and Cost Analysis – Q4, 2011
        Reference Code: GDGE39562OAR                                                                                     Publication Date: APR 2012

        Company Snapshot                                                               Company Overview
        Key Information                                                                Canadian Oil Sands Limited, formerly known as Canadian Oil
                                                                                       Sands Trust, provides a pure investment opportunity in the oil
         Canadian Oil Sands Limited, Key Facts                                         sands. It is engaged in exploration and production projects.
          Web Address                          www.cdnoilsands.com                     The company holds 36.74% working interest in the Syncrude
          Financial year-end                   December                                Joint Venture Project (Syncrude). Syncrude operates oil sand
          Number of Employees                  22                                      mines, utilities plants, bitumen extraction plants and an
                                                                                       upgrading complex that processes bitumen into a low-sulphur,
          TSE                                  COS
                                                                                       light synthetic crude oil (SCO).
          Source: GlobalData


         Key Ratios
           Canadian Oil Sands Limited, Key Ratios                                         Canadian Oil Sands Limited, Reserves and
           P/E                                                              8.87          Production, 2007-2011
           EV/EBITDA                                                        5.70
           Return on Equity (%)                                            27.20
           Debt/Equity                                                      28.0
           Operating       profit   margin                                 41.30
           (%)
           Dividend Yield                                                   0.05
           Note: Above ratios are based on share price as of 11-Apr-2012
                                                                                          Source: GlobalData
           Source: GlobalData



           Canadian Oil Sands Limited, Share Price                                       Canadian Oil Sands Limited, Key Valuation Metrics,
           Performance, CAD/Share, Q4, 2010-Q4, 2011                                     EV/Production ($/boed), EV/Proved Reserve ($/boe),
                                                                                         Q4, 2010-Q4, 2011




           Source: GlobalData
                                                                                         Source: GlobalData



             Canadian Oil Sands Limited, Key Costs Per boe,                              Canadian Oil Sands Limited, Costs Incurred By
                              $/boe, 2011                                                Type, $m, 2007-2011
          Parameter                                                          2011
          Oil & Gas Finding &                                              -380.61
          Development Cost/boe, Annual
          Reserve Replacement Cost per                                     -380.61
          boe, Annual
         Source: GlobalData




                                                                                         Source: GlobalData




Canadian Oil Sands Limited Operations & Cost Analysis                                                                        Reference Code: GDGE39562OAR
For Data Definitions Refer to the Appendix
Source: www.energyetrack.com                                                                                                                            Page 1
© GlobalData. This report is a licensed product and is not to be copied, reproduced, shared or resold in any form
       Table of Contents
       Table of Contents ............................................................................................................................................................................... 2
          List of Tables .................................................................................................................................................................................. 4
          List of Figures ................................................................................................................................................................................. 4
       Canadian Oil Sands Limited, Valuation and Financial Data ............................................................................................................... 7
          Canadian Oil Sands Limited, Share Price Performance ................................................................................................................. 7
             Share Price Performance, Q4, 2010-Q4, 2011 ........................................................................................................................... 7
          Canadian Oil Sands Limited, Key Valuation Metrics ....................................................................................................................... 8
             Key Valuation Metrics, Q4, 2010-Q4, 2011 ................................................................................................................................. 8
          Canadian Oil Sands Limited, Quarterly Results of Oil & Gas Operations Per boe Produced ......................................................... 9
             Results of Oil & Gas Operations Per boe Produced, Q4, 2010-Q4, 2011 ................................................................................... 9
             Results of Oil & Gas Operations Per boe Growth Rates, Q4, 2010-Q4, 2011........................................................................... 10
          Canadian Oil Sands Limited, Quarterly E&P Costs Trends .......................................................................................................... 11
             Upstream Capital Expenditure, Q4, 2010-Q4, 2011 .................................................................................................................. 11
       Canadian Oil Sands Limited, Quarterly Production Trends .............................................................................................................. 12
          Canadian Oil Sands Limited, Total Oil and Gas Production.......................................................................................................... 12
             Total Crude Oil and Natural Gas Production Trend, Q4, 2010-Q4, 2011 .................................................................................. 12
             Total Crude Oil & Natural Gas Production, By Country/Region, Q4, 2010-Q4, 2011 ................................................................ 13
          Canadian Oil Sands Limited, Crude Oil Production ...................................................................................................................... 14
             Total Crude Oil Production Trend, Q4, 2010-Q4, 2011 ............................................................................................................. 14
             Crude Oil Production, By Country/Region, Q4, 2010-Q4, 2011 ................................................................................................ 15
       Canadian Oil Sands Limited, Valuation and Financial Data, 2007-2011 .......................................................................................... 16
          Canadian Oil Sands Limited, Share Price Performance, 2007-2011 ............................................................................................ 16
             Share Price Performance, 2007-2011 ....................................................................................................................................... 16
             Key Valuation Metrics, 2007-2011 ............................................................................................................................................ 17
       Canadian Oil Sands Limited, Production and Reserves Trends ....................................................................................................... 18
          Total Oil and Gas, Reserves and Production ................................................................................................................................ 18
             Total Crude Oil and Natural Gas Production and Reserves Trend, 2007-2011......................................................................... 18
             Total Crude Oil & Natural Gas Production and Reserves By Country/Region, 2007-2011........................................................ 19
             Total Crude Oil and Natural Gas Reserve Changes, 2007-2011 .............................................................................................. 21
          Crude Oil/Liquids Production and Reserve ................................................................................................................................... 22
             Crude Oil/Liquids Production and Reserve Trend, 2007-2011 .................................................................................................. 22
             Crude Oil Production and Reserves By Country/Region, 2007-2011 ........................................................................................ 23
             Crude Oil/Liquids Reserve Changes, 2007-2011 ...................................................................................................................... 25
          Total Crude Oil and Natural Gas Reserves Life Index .................................................................................................................. 26
             Total Crude Oil and Natural Gas Reserves Life Index, 2007-2011 ........................................................................................... 26
             Total Crude Oil and Natural Gas Reserves Life Index, By Country/Region, 2007-2011 ........................................................... 27
       Canadian Oil Sands Limited, E&P Costs Trends.............................................................................................................................. 29
          Allocation of the Upstream Capital Expenditure............................................................................................................................ 29
             Upstream Capital Expenditure, 2007-2011 ............................................................................................................................... 29
             Acquisition Costs By Country/Region, 2007-2011..................................................................................................................... 30
             Exploration and Development Costs, By Country/Region, 2007-2011 ...................................................................................... 30
          Oil and Gas Cost Per boe, $/boe .................................................................................................................................................. 31
             Oil and Gas Cost Per boe, $/boe, 2007-2011 ........................................................................................................................... 31
             Oil and Gas Cost Per boe, $/boe, By Country/Region, 2007-2011 ........................................................................................... 33
       Canadian Oil Sands Limited, Reserve Replacement Ratio .............................................................................................................. 35
          Oil and Gas Production Replacement Ratio ................................................................................................................................. 35

Canadian Oil Sands Limited Operations & Cost Analysis                                                                                                                 Reference Code: GDGE39562OAR
For Data Definitions Refer to the Appendix
Source: www.energyetrack.com                                                                                                                                                                                    Page 2
© GlobalData. This report is a licensed product and is not to be copied, reproduced, shared or resold in any form
             Oil and Gas Production Replacement Ratio, 2007-2011 ........................................................................................................... 35
             Oil and Gas Production Replacement Ratio, By Country/Region, 2007-2011 ........................................................................... 37
     
								
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