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Harvard Business School 9-295-029
Rev. November 21, 1994
Research Associate Barbara D. Wall prepared this case under the supervision of Professors Timothy A. Luehrman
and Peter Tufano as the basis for class discussion rather than to illustrate either effective or ineffective handling of an
administrative situation.
Copyright ? 1994 by the President and Fellows of Harvard College. To order copies or request permission to
reproduce materials, call (800) 545-7685 or write the Harvard Business School Publishing, Boston, MA 02163.
No part of this publication may be reproduced, stored in a retrieval system, used in a spreadsheet, or transmitted
in any form or by any means—electronic, mechanical, photocopying, recording, or otherwise—without the
permission of Harvard Business School.
1
MW Petroleum Corporation (A)
In late 1990, executives, engineers, and financial advisors working for Amoco Corporation
and Apache Corporation began serious discussions about the sale to Apache of MW Petroleum
Corporation, a wholly-owned subsidiary of Amoco Production Company. Amoco had transferred to
MW certain of its own assets that it regarded as non-strategic. MW's size, location, and operations
were all very attractive to Apache, which had grown nearly 30% per year since the mid-1980s,
largely through acquisitions. The transaction being discussed with Amoco would be Apache's
largest to date. It would more than double the size of Apache's current operations, as well as its
reserves of oil and natural gas.
By the end of January 1991, Apache's executives and advisors were sufficiently familiar
with the properties in MW to begin refining their estimates of operating and financial performance
in order to structure a formal offer. Apache's chief financial officer, Mr. Wayne Murdy, knew that
financing would be a challenge, given the size of the proposed transaction. In fact, the availability
of external financing, bank debt in particular, was likely to impose some practical limits on both
the amount and form of consideration that Apache could offer to Amoco. It was essential that
Apache carefully evaluate MW, both the whole and its parts, and study the likely patterns of
cash flows so that some creative financing alternatives could be developed.
Amoco Corporation
Amoco Corporation was an integrated petroleum and chemical company based in Chicago,
Illinois. With $28 billion in operating revenues and $1.9 billion in net income in 1990, Amoco was
the fifth largest oil company in the United States. Its three primary businesses were oil and gas
exploration and production (Amoco Production Company), refining and marketing (Amoco Oil
Company), and chemical production (Amoco Chemical Company). During the 1980s, Amoco had
been an active acquiror of oil and gas properties, particularly the latter. Its 1988 purchase of Dome
Petroleum of Canada made Amoco North America's largest private holder of natural gas reserves
and the second largest producer of natural gas. In 1990, Amoco produced 3.5 billion cubic feet per day
(BCFd) of natural gas and 782 thousand barrels per day (MBd) of crude oil and natural gas liquids.
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295-029 MW Petroleum Corporation (A)
2
As of December 31, 1990, the company had estimated proved developed reserves totaling 5.1 billion
barrels on an oil-equivalent basis.
The 1980s had been a difficult decade for the oil industry, Amoco included. [Exhibit 1
summarizes historical financial data for Amoco during 1986-90.] From a high of over $37 per barrel
in 1980, the price of oil on the spot market had fallen to just above $10/bbl in July 1986 and had
recovered to only a little over $18/bbl by the end of the decade. Low prices depressed the
profitability of oil companies, most of which responded with downsizing programs and other cost-
cutting measures aimed at overhead expenses. Many major companies also sought to consolidate and
rationalize their productive assets, which often meant divesting marginal properties. Since 1983,
Amoco itself had sold more than $750 million worth of small properties which, it felt, could be
more economically operated by smaller, low-overhead independent companies.
In 1988, Amoco conducted an extensive review of its cost structure and profitability. The
study concluded that direct operating costs were well-controlled and offered little opportunity for
major savings. However, it also showed that in the United States 85% of the company's gross
margin was provided by just 11% of its 1150 producing fields and that many of the remaining fields
had disproportionately high overhead and repair expenses. Based on these and other findings,
Amoco initiated a major restructuring to better focus on its most attractive properties and
opportunities. The first step was the sale, in 1989, of more than 400 fields in the "tail" of the
margin curve, comprising approximately one third of the field portfolio and 12% of leases. These
properties were among Amoco's least profitable, contributing only 3% of the company's direct
margin.
Next, in January 1990, as part of the overall restructuring of Amoco Production Company,
Amoco's board of directors approved a plan to divest up to $1.2 billion worth of additional
properties from the middle section of the margin curve. Morgan Stanley was engaged to advise and
assist in this process, which began with a review of different divestment alternatives. These
included selling the properties in regional packages, spinning off a new public company, forming a
joint venture, or retaining the properties until they were depleted but without making further
material investment. Among these alternatives, a spin-off was judged most likely to produce the
highest value for the properties. However, after further study it became clear that, for various
reasons, a spin-off could take two or more years to accomplish, which reduced its attractiveness, not
least because the future receptivity of the market was hard to forecast. Consequently, Amoco and
Morgan Stanley decided to assemble the properties in a new, free-standing exploration and
production entity called MW Petroleum Corporation. MW was to be a fully operational oil and gas
company. In setting it up, Amoco faced myriad organizational, managerial, staffing, and other
issues beyond the scope of this case. Ultimately, this turnkey operation was to be as large as many
independent U.S. oil companies and could be marketed as such to non-U.S. bidders seeking to
establish operations in the United States.
During the latter part of 1990, MW was shown to a number of targeted international
petroleum concerns. For various reasons, all of these declined to bid. Toward the end of the year,
U.S. buyers also were approached and Amoco considered offers from several different bidders.
None of these offers was entirely satisfactory, however. One large independent oil company was
interested in some, but not nearly all of MW; another oil and trading concern was interested in all of
MW, but offered too low a price; and a venture capital group expressed interest, but Amoco doubted
that it could obtain financing for its bid. The most promising expression of interest had come from
Apache Corporation.
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MW Petroleum Corporation (A) 295-029
3
Apache Corporation
Apache Corporation was an independent oil and gas company based in Denver, Colorado
and engaged in exploration, development, and production of oil and natural gas, primarily in the
United States. It had earnings of $40 million in 1990 on revenues of $270 million and a market
capitalization of $850 million. Apache's proven reserves totaled 106.1 million barrels on an oil-
equivalent basis and were concentrated in the Gulf Coast region, in the Rocky Mountains, and in the
Anadarko Basin of Oklahoma. Daily production in 1990 had been 259.1 million cubic feet (MMCF)
of gas and 9.2 thousand barrels (MB) of oil. At these levels, on an oil-equivalent basis, Apache's
gas production exceeded its oil production by about 4-to-1. Historical financial data for Apache are
summarized in Exhibit 2.
Apache had low costs and was considered an efficient operator of small- to medium-sized
properties. To exploit these strengths, Apache chairman Raymond Plank developed a strategy he
labeled "rationalize and reconfigure." The strategy involved acquiring producing properties whose
operations Apache could control and quickly make more efficient. In the 1980s, Apache's tactics
frequently entailed significant borrowing to finance the purchase of a portfolio of properties, the
best of which would be retained and operated, while the remainder was sold to help pay down
debt. A total of more than $1.4 billion in assets were acquired in this fashion in the 1980s, with the
two largest purchases each exceeding $400 million.
The properties in MW held several attractions for Apache. First, MW was a large
company that would more than double Apache's reserves, and it was comprised mostly of properties
well-suited to Apache's operating capabilities. Further, Amoco itself, on behalf of MW, operated
fields accounting for nearly 80% of MW's production. This was considered a high operating
percentage among U.S. producers and it promised Apache significant cost-saving opportunities (the
remaining 20% of MW's production consisted of interests in fields operated by other companies).
Adding MW to its portfolio also would shift Apache's oil-gas ratio from 20-80 to about 40-60. Such
a shift was desirable because gas prices had been extremely volatile recently: during 1990 they had
fallen nearly 50% from a four-year high at the beginning of the year. The resulting instability in
Apache's revenue stream made high leverage more dangerous and the company's acquisition-driven
growth strategy more difficult. Finally, MW’s properties would further diversify Apache
geographically. This would add further stability, enhance the company's standing among U.S.
independents, and could lead to other future acquisition opportunities.
MW Petroleum Corporation
MW had been set up as a free-standing, wholly-owned subsidiary of Amoco, complete with
its own reserves, management team, and with full ownership of or access to extensive geologic and
engineering data from studies performed or purchased by Amoco on MW fields. MW's holdings
included working interests in more than 9,500 wells in more than 300 producing fields situated on
nearly 350,000 net acres in the Gulf Coast, Rocky Mountain, and Mid-continent regions and in the
Permian Basin of Texas and New Mexico. The company's proved, probable, and possible reserves, as
estimated by independent petroleum engineering consultants, totaled 264 million barrels on an oil-
equivalent basis.
1
Of this, about 60% was oil and 40% gas. Table A gives a further breakdown of
MW's reserves according to their engineering, development, and production status.
1
To obtain a total for oil and gas reserves, 6 billion cubic feet (BCF) of gas are converted to one million barrels of
oil-equivalent (MMBOE).
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295-029 MW Petroleum Corporation (A)
4
Table A: MW Petroleum's Estimated Reserves
Oil (MMB) Gas (MMCF) Total (MMBOE)
Proved developed producing 73.6 381.1 137.1
Proved developed non-producing 7.9 61.5 18.1
Proved undeveloped 15.8 58.5 25.6
Total Proved 97.3 501.1 180.8
Total Probable 14.1 70.4 25.8
Total Possible 44.5 75.4 57.1
Total Reserves 155.9 646.9 263.7
Mr. Plank was interested in MW because most of its properties fit well with Apache's.
Unfortunately, MW was simply too large for Apache to finance. As a result, Apache intended to
exclude from its proposal a group of properties located in Michigan and the Gulf of Mexico that fit
less well with its own portfolio. Amoco, for its part, indicated it would entertain such a proposal
and, if it seemed promising, might even be willing to help locate financing.
Proved developed reserves xxx MW had proved developed reserves associated with both
producing and non-producing wells. They included projected production both from currently
functioning wellbores and from others that required only modest expenditures to become fully
operational. Apache was interested in 121.4 MMBOE of MW's proved developed reserves, or about
80% of the total. More than half of the reserves Apache proposed to exclude were gas. Annual
production of oil and gas from the wells to be purchased would decline over time as the reserves
were depleted. Though production could be slowed to extend the life of the reserves, this practice
of “shutting in” reserves was rare in the United States. Oil production was expected to start at 9.4
MB in 1991 and decline to 1.2 MB in 2005. By that time, only 24% of the beginning proved developed
crude oil reserves would remain in the ground. Similarly, gas production was expected to drop from
45.3 to 6.2 MMCF over the fifteen years from 1991 to 2005. At the end of 2005, only about 14% of the
beginning gas reserves would remain. Exhibit 3 presents projections for the production of proved
developed reserves along with associated cash flows, excluding the above-mentioned fields in
Michigan and the Gulf of Mexico.
Proved undeveloped reserves xxx MW had other reserves that were proved but not
developed. Developing these reserves would require drilling additional wells adjacent to existing
wells, recompleting existing wellbores, or, in some cases, utilizing so-called "secondary" and
“tertiary” recovery techniques. The most common of these was waterflooding, whereby a producing
field is injected with water at selected sites to increase pressure in the field and push more oil and
gas out of the ground. The properties in which Apache was interested comprised about 75% of
MW's proved undeveloped reserves, including more than 80% of the available oil reserves.
Bringing these reserves into production would require estimated expenditures for development of
about $35 million over two years, and only minimal capital spending afterwards. Once these
reserves were developed, about 70% of the oil and 90% of the gas could be extracted during the first
fifteen years of production. In most fields, MW could leave these reserves undeveloped while
retaining the right to develop them later. How long it could wait without forfeiting its rights
varied from property to property, depending on the terms of the lease, on sharing arrangements
with other companies, and on the level of production from other wells on the property. In virtually
all cases, MW could wait 5-7 years without jeopardizing its rights. Exhibit 4 shows production and
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MW Petroleum Corporation (A) 295-029
5
cash flow projections for exploiting proved undeveloped reserves, excluding, once again, those
reserves in Michigan and the Gulf of Mexico.
Probable reserves xxx Geologic and engineering data showed some reserves to be potentially
recoverable, but a lack of complete data or some unresolved uncertainty caused them to be classified
as probable rather than proved reserves. Hence, production and cash flow forecasts for probable
reserves often had to be "risk-weighted" based on available data and historical experience in
comparable fields, to arrive at an estimate that reflected their expected value. Amounts actually
recovered could be higher or lower, depending on geology and on the nature and extent of recovery
operations undertaken. For the properties in MW, Amoco and Apache each made their own
independent estimates. Exhibit 5 presents production and cash flow projections for MW’s probable
reserves, excluding Michigan and the Gulf of Mexico. Exploiting probable reserves would require
significant expenditures, exceeding $40 million in the first five years, for additional engineering to
prove the reserves and then for subsequent development and production, mostly using secondary
recovery techniques. As with undeveloped reserves, engineering and development expenditures
could be deferred, at MW’s option, for at least 5-7 years.
Possible reserves xxx Possible reserves were speculative in that geologic and engineering data
suggested the presence of significant amounts of oil or gas, but proving, developing, and recovering
them was deemed fairly risky. Accordingly, these also had to be risk-weighted in order to arrive
at production and operating forecasts. Exhibit 6 shows that expenditures estimated at more than
$100 million within the first five years would be necessary to recover these reserves should MW
decide to pursue them. Anticipated expenditures were high because advanced recovery techniques,
both secondary and tertiary, would be required to develop and produce possible reserves.
Other opportunities xxx In addition to the existing reserves, there were other opportunities to
create value from the properties in MW. Perhaps the most obvious, if not the easiest, was further
exploration. Through MW, Apache would own or have access to sophisticated technical data
gathered by Amoco. These data and further exploration of MW acreage might lead to the
discovery of new reserves. All parties agreed, however, that the possibility of a major new
discovery in these geographic areas was remote and the value of the exploration opportunities was
probably about $25 million. This figure was not expected to be a controversial part of the
negotiations.
The remaining opportunities did not involve increasing reserves, but finding ways to
optimize production. Processes such as recompletion, plugback, well-deepening, and repair could be
used on some existing wells to lower costs, extend well life, or increase the rate of production.
Likewise, skillful timing and application of secondary and tertiary recovery methods could
improve production even for wells in good repair. Such opportunities had to be recognized and
exploited by the operator in field as they arose. Their net cash flow effects were positive, but
usually not large for any one well, and difficult to estimate. They are not included in the projections
shown in Exhibits 3-6. More generally, Apache believed it would be possible to lower the costs,
both direct and indirect, of operating the properties in MW.
Aggregate MW cash flows xxxThe production and cash flow estimates presented in Exhibits 3-6
for each of the different types of reserves are aggregated by year in Exhibit 7 to produce one
possible picture of the whole company, under specific purchase price, energy price, investment, and
operating assumptions. In particular, Exhibits 3-7 all exclude properties in Michigan and the Gulf
of Mexico. Were these properties to be included at the time Apache bought MW, they almost
certainly would be sold as soon as possible. Projected revenues were based on forecasts of oil and gas
prices, which in turn were based on opinions offered by Morgan Stanley's economists (Amoco and
Apache each also prepared private forecasts, for use internally). In late 1990, most forecasters
predicted gradually rising prices for both oil and gas over the next fifteen years; they differed
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295-029 MW Petroleum Corporation (A)
6
mainly in what they expected in the near term, during the Persian Gulf crisis, and in their specific
predictions for the long-term rate of price increase.
Estimates of operating expenses and overhead in Exhibits 3-7 also were developed by
independent engineers and by Amoco and Morgan Stanley, respectively, not Apache. They were
based, in the first instance, on historical costs, and in the second, on cash overhead savings Amoco
actually expected to realize if MW were sold. Apache's experience could be better or worse,
depending on how efficiently the properties were operated. Depreciation, depletion, and
amortization estimates were compiled by the casewriter, based on schedules produced by Amoco
and Morgan Stanley for the MW offering memorandum. These depended on the total purchase
price, the allocation of the purchase price over the different reserves, and on the nature and timing
of capital expenditures. Finally, Exhibit 7 assumes that all opportunities are exploited without
delay; that is, capital spending for proved undeveloped, probable, and possible reserves commences
in 1991 and proceeds subsequently as shown in Exhibits 3-6. If some or all of these expenditures were
postponed, the corresponding operating cash flows also would be delayed.
Risks
Oil and gas exploration and production in the United States had been a volatile business
during the preceding twenty years. The prime cause was volatility in energy prices, which had
been pronounced since the early 1970s. Oil prices in particular had long been influenced by global
political and economic events in addition to local supply and demand conditions. The sharp drop in
oil prices in 1986 was followed by a period of volatile, though generally rising prices, punctuated
by an upward spike associated with the invasion of Kuwait by Iraq in August 1990. By January
1991, war had broken out in the Persian Gulf region. However, other oil-producing countries,
principally Saudi Arabia, had increased production to offset disruptions in supply and most of the
world was united in opposition to Iraq's occupation of Kuwait. As a result, by year-end 1990 oil
prices had actually fallen from their September highs. Nevertheless, prices were volatile in early
1991 and many analysts expected them to remain so. The annualized standard deviation of oil price
changes, calculated based on observed weekly price fluctuations, was just over 50% per year at the
end of January 1991. During 1989 and the first half of 1990, this annualized standard deviation was
usually between 20% and 30%, but it had risen steadily since the beginning of the Persian Gulf
crisis. Exhibit 8 displays historical data on oil prices and the standard deviation of oil price
changes estimated from historical data on weekly prices.
Gas prices had declined gradually from their relatively high levels in 1984, but had
become much more volatile as they were decontrolled. During most of 1988 and 1989, the standard
deviation of changes in gas prices was lower than for oil price changes. Then, in the fall of 1989,
the volatility of gas price changes jumped upward to an annualized standard deviation of about
40% per year, nearly twice as high as for oil price changes. Not until the fall of 1990 did oil once
again become more volatile than gas. Exhibit 8 displays data on historical gas prices and the
standard deviation of gas price changes.
In addition to price volatility, Apache naturally would face uncertainties about the
quantities of oil and gas to be produced from the MW fields and the expense of producing it. Some
risks derived from unanswered geological and engineering questions regarding the amounts of oil
and gas physically present and the likely success of secondary and tertiary recovery operations.
MW's reserves had been quantified by Amoco and Amoco's external engineering consultants based on
seismic and other geological data, Amoco's production experience to date, and other factors that
determined the effectiveness of specific recovery techniques. Apache's engineers and advisors also
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MW Petroleum Corporation (A) 295-029
7
were evaluating reserves and production operations. In addition to checking the independent
reserve estimates, they were looking for cost-saving opportunities. The ability to manage costs—
both direct costs and overhead—would be an important determinant of MW’s profitability.
Structuring a Proposal
To take advantage of what they regarded as an attractive opportunity for growth,
Apache's executives and advisors had to design a transaction that would satisfy Amoco's desire to
sell MW at a good price; that would be profitable for Apache; and that could be financed
externally with a large component of debt. This last requirement was expected to be especially
difficult, given the large size of MW, the Ba3 rating of Apache’s debt, and the current lending
environment.
In 1991, the maximum loan-to-value ratio permitted by banks lending against oil and gas
assets was typically 50% of the value of proved reserves. In addition, the credit approval process
would require the analysis of a worst-case scenario, and loan terms would be set to protect the
lender as much as possible in the worst case. The lending environment in 1991 was even tighter than
these restrictions suggested, however, because U.S. banks were under pressure from regulators to
improve the quality of their loan portfolios following losses on some highly levered transactions of
the 1980s. Highly levered transactions were clearly out of favor, and some institutions were out of
the market altogether, after the posting of reserves against bad loans had reduced their lending
capacity. Consequently, there was a limited number of institutions among which to syndicate a
large loan.
There were several possible ways to make an MW acquisition more attractive to lenders.
One was to reduce its size, though both Amoco and Apache would oppose reducing it beyond a
certain point. Another was to have Apache or MW issue equity either to Amoco, to the public, or to
some other private investor. Both Amoco’s and Apache’s shares were traded on the New York
Stock Exchange; historical stock price data for both companies is presented in Exhibit 9. Yet
another possibility was for Amoco itself to lend to Apache, or to guarantee some part of Apache’s
external acquisition debt. Finally, Apache could expect to borrow more, the more it could reduce the
banks' exposure to a worst-case scenario. Experienced lenders' prime concern was an unexpected drop
in oil prices like the one that had occurred in 1986. In early 1991, with a war underway in the
Persian Gulf, most experts foresaw higher rather than lower energy prices, though they varied a
great deal in their prediction of the near-term path of prices. Not surprisingly though, banks were
among the most conservative forecasters. Some had lent too aggressively following the oil price
shocks of the 1970s, only to lose badly when oil prices fell.
Despite the problems Apache had to overcome, in at least one respect the lending
environment was favorable. Inflation in the United States had been low for nearly a decade and
interest rates had been generally falling. Long-term treasury bonds offered yields of 8% to 8.25%,
and yields on B-rated debt had dropped more than 150 basis points in two months, despite the
turmoil in the Middle East. Lower rates made whatever financing was available less expensive,
and a lower opportunity cost of capital made long-term investments like MW more attractive.
Contemporary financial market data are presented in Exhibit 10.
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295-029 MW Petroleum Corporation (A)
8
Exhibit 1 xxx Amoco Corporation, Selected Historical Financial Data (in $ millions except as
noted)
1986 1987 1988 1989 1990
Income Statements
Operating revenues $18,281 $20,174 $21,150 $23,966 $28,010
Consumer excise taxes and other 2,064 2,282 2,769 2,794 3,571
Total revenues 20,345 22,456 23,919 26,760 31,581
Purchased crude oil, petroleum products &
merchandise 7,593 8,970 8,471 10,619 13,697
Operating expenses 3,451 3,370 3,915 4,380 5,395
Petroleum exploration expenses 925 647 767 726 693
Selling and administrative expenses 1,358 1,424 1,466 1,888 1,991
Taxes other than income taxes 2,592 2,840 3,207 3,224 3,395
Depreciation, depletion and amortization 2,418 2,295 2,318 2,500 2,413
Interest expense 468 410 468 728 587
Total costs and expenses 18,805 19,956 20,612 24,065 28,171
Income before income taxes 1,540 2,500 3,307 2,695 3,410
Income taxes 793 1,140 1,244 1,085 1,497
Net income 747 1,360 2,063 1,610 1,913
Balance Sheets
Current assets 4,200 5,899 5,393 6,428 8,216
Investments and other 1,337 1,072 1,431 1,355 1,287
Properties, net 18,169 18,151 23,095 22,647 22,706
Total assets 23,706 25,122 29,919 30,430 32,209
Current liabilities 4,180 4,503 4,799 5,148 6,092
Short term debt 174 468 444 483 492
Long term debt 3,556 3,303 6,274 5,915 5,464
Other liabilities 4,472 4,741 5,060 5,200 6,093
Shareholders’ equity 11,324 12,107 13,342 13,684 14,068
Financial Ratios
Return on operating revenues 4.1% 6.7% 9.8% 6.7% 6.8%
Return on assets 3.2% 5.4% 6.9% 5.3% 5.9%
Return on average equity 6.5% 11.6% 16.2% 11.9% 13.8%
Current ratio 0.9 1.1 1.0 1.1 1.2
Debt / capital ratio 19.1% 22.1% 32.4% 30.8% 28.8%
Interest coverage ratio 7.4 8.3 8.8 5.3 7.4
Debt rating Aaa Aaa Aaa Aaa Aaa
Price - earnings ratio 22.59 14.7 10.0 14.4 15.4
Cash flow per share $6.3 $7.1 $8.1 $8.0 $8.3
Common shares outstanding, (millions) 502.0 515.3 517.1 511.5 502.0
Year-end stock price $32 3/4 $34 1/2 $37 1/2 $54 5/8 $52 3/8
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MW Petroleum Corporation (A) 295-029
9
Exhibit 2xxx Apache Corporation, Selected Historical Financial Data (in $ millions, except as
noted)
1986 1987 1988 1989 1990
Income Statements
Revenues 106.0 100.5 141.7 246.9 273.4
Operating Expenses:
Depreciation, depletion and amortization 82.1 184.6 61.4 96.3 116.8
Operating costs 23.5 25.5 27.6 42.5 44.6
Gathering and marketing costs 14.4 31.3 22.1
Administrative, selling and other 14.6 18.9 16.7 23.4 21.5
Financing costs, net 15.9 15.1 14.5 21.4 11.0
Income from continuing operations before
income taxes (30.1) (143.6) 7.1 32.0 57.4
Provision for income taxes (14.8) (62.1) 1.6 9.8 17.2
Income from continuing operations (15.3) (81.5) 5.5 22.2 40.2
Discontinued operations:
Income from discontinued
operations, net of income taxes 4.4 0.6 2.6 0.0 0.0
Gain on sale of discontinued
operations, net of income taxes 0.0 8.8 0.0 0.0 0.0
Net income before extraordinary item (10.9) (72.1) 8.1 22.2 40.2
Extraordinary item:
Gain on early extinguishment from
debt, net of income taxes 0.0 1.1 1.0 0.0 0.0
Net income (loss) (10.9) (71.0) 9.1 22.2 40.2
Balance Sheets
Current assets 89.6 121.0 109.2 132.6 138.5
Property and equipment, net 490.7 363.4 570.9 603.6 663.4
Other assets 64.3 20.0 21.6 28.2 27.8
Total assets 644.6 504.4 701.7 764.4 829.7
Current liabilities 75.6 91.3 87.3 105.5 117.6
Long term debt 260.9 238.8 320.0 198.1 200.0
Shareholders’ equity 207.4 128.8 206.9 350.3 386.8
Financial Ratios
Return on assets 1.3% 2.9% 4.8%
Return on average equity 5.4% 8.0% 10.9%
Current ratio 1.17 1.26 1.11 1.23 1.13
Debt / capital ratio 55.7% 65.0% 60.7% 36.1% 34.1%
Interest expense (net) 15.9 15.1 14.5 21.4 11.0
Interest coverage 1.7 2.5 6.2
Debt rating (subordinated convertible
debentures) Ba3 B2 B2 NR
a
Ba3
Price - earnings ratio 33.2 19.4 17.9
Cash flow per share $2.87 $2.45 $2.03 $2.70 $3.52
Common shares outstanding (millions) 20.3 20.1 33.0 44.0 44.7
Year-end stock price $9 $7 1//2 $7 7/8 $18 3/8 $14 5/8
Unlevered (asset) beta
b
0.82
a
Not rated.
b
The mean asset beta, estimated by Morgan Stanley for six independent companies including Apache, was 0.64.
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295-029 -10-
Exhibit 3
xxx
Proved Developed Reserves: Production and Cash Flow Projections ($ millions except as noted)
Proved Developed Reserves
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
Production:
(1)
Crude and condensates (MB)
9
.
4
8
.
1
7
.
1
6
.
3
5
.
3
4
.
5
3
.
7
2
.
9
2
.
4
2
.
2
1
.
9
1
.
7
1
.
5
1
.
4
1
.
2
(
2
)
Gas (MMCF)
45.3
36.8
29.5
25.0
21.7
18.6
16.5
14.9
12.8
11.3
10.3
8
.
5
7
.
6
6
.
7
6
.
2
Cash Flows (in millions)
:
(3)
Revenues - oil
192.0
180.4
168.2
154.5
139.4
124.5
109.1
94.7
82.7
75.7
72.0
66.7
63.4
59.9
56.6
(4)
Revenues - gas
90.5
82.1
73.5
67.8
64.1
59.2
56.7
54.2
50.4
47.6
45.8
41.1
38.2
36.9
36.1
(5)
Total revenues
282.5
262.5
241.7
222.3
203.5
183.7
165.8
148.9
133.1
123.3
117.8
107.7
101.6
96.8
92.7
(6)
Direct production taxes
25.5
23.6
21.6
19.9
18.0
16.2
14.4
12.7
11.4
10.5
9
.
8
9
.
1
8
.
5
8
.
1
7
.
7
(7)
Direct operating expense
79.9
80.3
79.8
78.9
76.0
71.0
63.8
56.1
49.9
48.2
45.5
44.1
44.5
43.7
43.0
(
8
)
Overhead
33.9
32.2
28.6
25.9
23.0
20.4
18.3
16.1
13.9
12.6
10.8
9
.
7
9
.
0
8
.
3
7
.
8
(
9
)
Fin. book DD&A
58.0
45.2
35.6
29.1
23.8
19.1
19.6
16.6
13.3
10.7
9
.
0
7
.
5
6
.
3
5
.
3
4
.
5
(10)
Net income before taxes
85.2
81.2
76.1
68.6
62.7
57.0
49.7
47.4
44.6
41.4
42.8
37.3
33.3
31.3
29.7
(11)
Federal and state income taxes:
(12)
Current
48.5
44.4
39.3
34.1
29.9
25.9
23.6
21.5
19.3
17.5
17.4
15.2
13.4
12.7
12.0
(13)
Deferred
(19.1)
(15.2)
(11.8)
(9.5)
(7.7)
(5.9)
(6.2)
(5.1)
(3.9)
(3.1)
(2.5)
(2.2)
(1.8)
(1.4)
(1.2)
(14)
Total income taxes
29.4
29.2
27.4
24.6
22.3
20.0
17.4
16.4
15.4
14.4
14.9
13.0
11.7
11.3
10.8
(15)
Profit contribution
55.8
52.0
48.6
43.9
40.4
37.0
32.2
31.0
29.2
27.0
27.9
24.3
21.7
20.0
18.9
(16)
Non-cash charges
38.9
30.1
23.7
19.6
16.1
13.2
13.5
11.5
9
.
5
7
.
7
6
.
4
5
.
3
4
.
5
4
.
0
3
.
3
(17)
Cash from operations
94.7
82.0
72.3
63.5
56.6
50.3
45.7
42.5
38.7
34.6
34.4
29.6
26.2
24.0
22.2
(18)
Capital expenditures
5
.
4
2
.
0
2
.
7
0
.
5
0
.
6
0
.
8
0
.
8
0
.
6
1
.
1
0
.
4
0
.
1
0
.
1
0
.
1
0
.
5
0
.
1
(19)
Cash flow
89.4
80.0
69.6
63.0
56.0
49.5
44.9
41.9
37.6
34.3
34.2
29.5
26.1
23.5
22.1
(20)
Terminal value
92.1
(21)
Cumulative cash flow
89.4
169.4
239.1
302.1
358.0
407.5
452.4
494.3
531.9
566.2
600.4
629.9
656.0
679.4
793.6
Notes to follow Exhibit 7.
DO NOT COPY
295-029 -11-
Exhibit 4
xxx
Proved Undeveloped Reserves: Production and Cash Flow Projections ($ millions except as noted)
Proved Undeveloped Reserves
Year
1
2
3
4
5
6
7
8
9
1
0
1
1
1
2
1
3
1
4
1
5
Production
:
(1)
Crude and condensates (MB)
0
.
3
0
.
6
0
.
5
0
.
5
0
.
5
0
.
5
0
.
5
0
.
7
0
.
8
0
.
7
0
.
7
0
.
7
0
.
7
0
.
7
0
.
6
(
2
)
Gas (MMCF)
1
.
7
4
.
9
5
.
6
3
.
3
2
.
3
2
.
0
2
.
0
2
.
2
2
.
3
1
.
9
1
.
6
1
.
3
1
.
3
1
.
0
0
.
9
Cash Flows (in millions):
(3)
Revenues - oil
6
.
0
14.0
12.9
11.8
12.3
13.2
16.1
21.0
27.1
25.2
25.3
26.8
28.7
30.9
29.3
(4)
Revenues - gas
3
.
4
11.3
14.5
9
.
1
6
.
7
6
.
2
6
.
6
7
.
1
8
.
2
7
.
2
6
.
6
5
.
5
5
.
2
5
.
2
4
.
5
(5)
Total revenues
9
.
4
25.3
27.4
20.9
19.0
19.4
22.7
28.1
35.3
32.4
31.9
32.3
33.9
36.1
33.8
(6)
Direct production taxes
0
.
9
2
.
4
2
.
3
1
.
8
1
.
7
1
.
7
2
.
0
2
.
5
3
.
1
2
.
8
2
.
8
3
.
0
3
.
1
2
.
9
3
.
0
(7)
Direct operating expense
1
.
2
1
.
5
2
.
0
2
.
3
2
.
8
3
.
4
3
.
3
3
.
3
4
.
5
3
.
4
3
.
7
4
.
2
4
.
5
4
.
7
4
.
8
(
8
)
Overhead
1
.
1
3
.
1
3
.
2
2
.
4
2
.
1
2
.
2
2
.
5
3
.
0
3
.
7
3
.
3
2
.
9
2
.
9
3
.
0
3
.
1
2
.
8
(
9
)
Fin. book DD&A
12.3
12.6
10.6
9
.
3
8
.
1
6
.
7
6
.
8
5
.
8
4
.
6
3
.
7
4
.
3
3
.
6
3
.
0
2
.
5
2
.
1
(10)
Net income before taxes
(6.2)
5
.
7
9
.
2
5
.
1
4
.
2
5
.
5
8
.
1
13.5
19.5
19.2
18.2
18.6
20.3
22.8
21.1
(11)
Federal and state income taxes:
(12)
Current
2
.
1
6
.
4
7
.
0
5
.
0
4
.
3
4
.
1
5
.
1
6
.
5
8
.
0
7
.
7
7
.
6
7
.
5
7
.
9
8
.
8
8
.
1
(13)
Deferred
(4.1)
(4.2)
(3.5)
(3.0)
(2.6)
(2.1)
(2.1)
(1.8)
(1.3)
(1.1)
(1.2)
(1.0)
(0.9)
(0.7)
(0.6)
(14)
Total income taxes
(2.0)
2
.
2
3
.
5
2
.
0
1
.
7
2
.
1
2
.
9
4
.
7
6
.
7
6
.
6
6
.
3
6
.
5
7
.
1
8
.
1
7
.
5
(15)
Profit contribution
(4.2)
3
.
5
5
.
8
3
.
1
2
.
6
3
.
4
5
.
1
8
.
8
12.8
12.6
11.8
12.1
13.3
14.7
13.5
(16)
Non-cash charges
8
.
3
8
.
4
7
.
1
6
.
3
5
.
5
4
.
6
4
.
7
4
.
0
3
.
2
2
.
6
3
.
1
2
.
5
2
.
2
1
.
9
1
.
6
(17)
Cash from operations
4
.
0
11.9
12.9
9
.
3
8
.
1
8
.
0
9
.
8
12.8
16.0
15.2
14.9
14.7
15.4
16.6
15.1
(18)
Capital expenditures
17.5
17.7
5
.
3
4
.
1
3
.
5
1
.
3
0
.
1
0
.
3
0
.
0
0
.
1
8
.
1
(0.0)
0
.
2
0
.
0
(0.0)
(19)
Cash flow
(13.5)
(5.8)
7
.
6
5
.
2
4
.
6
6
.
7
9
.
7
12.5
16.0
15.1
6
.
8
14.7
15.2
16.5
15.1
(20)
Terminal value
67.8
(21)
Cumulative cash flow
(13.5)
(19.3)
(11.7)
(6.4)
(1.9)
4
.
9
14.6
27.1
43.1
58.2
65.0
79.7
95.0
111.5
194.3
Notes follow Exhibit 7.
DO NOT COPY
295-029 -12-
Exhibit 5
xxx
Probable Reserves: Production and Cash Flow Projections ($ millions except as noted)
Probable Reserves
Year 1
23456789
1
0
1
1
1
2
1
3
1
4
1
5
Production:
(1)
Crude and condensates (MB)
0
.
2
0
.
3
0
.
4
0
.
4
0
.
5
0
.
5
0
.
7
0
.
9
0
.
8
0
.
7
0
.
6
0
.
5
0
.
4
0
.
4
0
.
3
(
2
)
Gas (MMCF)
2
.
8
4
.
2
4
.
9
5
.
3
4
.
2
3
.
8
4
.
5
4
.
2
3
.
3
2
.
4
2
.
1
2
.
0
1
.
5
1
.
3
1
.
1
Cash Flows (in millions):
(3)
Revenues - oil
3
.
7
6
.
3
8
.
0
9
.
6
13.3
14.3
17.0
19.6
20.3
19.8
18.6
17.1
15.8
14.5
13.4
(4)
Revenues - gas
5
.
8
9
.
4
11.6
14.1
12.3
12.3
13.0
11.6
10.7
9
.
3
9
.
5
10.1
8
.
8
8
.
1
7
.
3
(5)
Total revenues
9
.
5
15.7
19.5
23.7
25.7
26.6
30.0
31.2
31.0
29.2
28.1
27.2
24.7
22.6
20.6
(6)
Direct production taxes
0
.
8
1
.
3
1
.
7
2
.
0
2
.
2
2
.
3
2
.
7
2
.
9
3
.
1
3
.
0
2
.
8
2
.
7
2
.
5
2
.
3
2
.
1
(7)
Direct operating expense
0
.
4
0
.
7
0
.
8
2
.
6
4
.
4
4
.
7
5
.
3
5
.
7
6
.
0
6
.
4
7
.
0
7
.
4
7
.
4
7
.
3
7
.
2
(
8
)
Overhead
1
.
3
1
.
9
2
.
3
2
.
8
3
.
0
2
.
9
3
.
1
3
.
3
3
.
0
2
.
8
2
.
6
2
.
5
2
.
2
2
.
0
1
.
9
(
9
)
Fin. book DD&A
0
.
4
0
.
8
1
.
2
2
.
5
1
.
6
1
.
3
1
.
5
2
.
0
1
.
5
1
.
4
1
.
4
1
.
4
1
.
4
1
.
3
1
.
3
(10)
Net income before taxes
6
.
6
11.0
13.5
13.8
14.5
15.4
17.3
17.4
17.5
15.5
14.3
13.3
11.3
9
.
6
8
.
1
(11)
Federal and state income taxes:
(12)
Current
2
.
9
3
.
7
4
.
8
4
.
8
3
.
8
4
.
2
5
.
5
5
.
8
5
.
5
5
.
4
5
.
0
4
.
7
4
.
0
3
.
5
3
.
0
(13)
Deferred
(0.2)
(0.0)
(0.2)
(0.2)
0
.
3
0
.
3
0
.
1
(0.0)
0
.
0
0
.
0
0
.
0
0
.
0
0
.
0
0
.
0
0
.
0
(14)
Total income taxes
2
.
6
3
.
7
4
.
6
4
.
5
4
.
1
4
.
5
5
.
6
5
.
7
5
.
6
5
.
4
5
.
0
4
.
7
4
.
0
3
.
5
3
.
0
(15)
Profit contribution
4
.
0
7
.
3
8
.
9
9
.
3
10.5
10.8
11.7
11.7
11.9
10.1
9
.
3
8
.
6
7
.
2
6
.
1
5
.
1
(16)
Non-cash charges
0
.
2
0
.
8
1
.
1
2
.
2
1
.
9
1
.
6
1
.
6
1
.
9
1
.
6
1
.
4
1
.
4
1
.
4
1
.
4
1
.
4
1
.
3
(17)
Cash from operations
4
.
2
8
.
1
9
.
9
11.5
12.3
12.4
13.4
13.6
13.5
11.5
10.7
10.0
8
.
6
7
.
5
6
.
4
(18)
Capital expenditures
10.0
4
.
3
11.4
14.0
2
.
6
0
.
5
0
.
3
0
.
6
0
.
3
0
.
5
0
.
5
0
.
0
0
.
2
0
.
5
0
.
0
(19)
Cash flow
(5.8)
3
.
8
(1.5)
(2.5)
9
.
7
11.9
13.1
13.0
13.2
11.0
10.2
10.0
8
.
4
7
.
0
6
.
4
(20)
Terminal value
51.0
(21)
Cumulative cash flow
(5.8)
(2.0)
(3.5)
(6.0)
3
.
7
15.7
28.8
41.8
55.0
66.0
76.3
86.3
94.7
101.7
159.0
Notes follow Exhibit 7.
DO NOT COPY
295-029 -13-
Exhibit 6
xxx
Possible Reserves: Production and Cash Flow Projections ($ millions except as noted)
Possible Reserves
Year
1
2
3
4
5
6
7
8
9
1
0
1
1
1
2
1
3
1
4
1
5
Production:
(1)
Crude and condensates (MB)
0
.
1
0
.
8
0
.
9
0
.
8
0
.
8
1
.
0
1
.
6
2
.
1
2
.
4
2
.
3
2
.
0
1
.
7
1
.
6
1
.
4
1
.
2
(
2
)
Gas (MMCF)
0
.
5
3
.
5
3
.
8
3
.
9
3
.
6
3
.
7
3
.
2
3
.
0
3
.
2
2
.
8
1
.
9
1
.
3
1
.
4
1
.
2
1
.
0
Cash Flows (in millions
):
(3)
Revenues - oil
2
.
1
10.1
13.2
14.4
18.0
24.1
42.3
59.1
67.4
69.4
66.8
62.7
59.7
56.4
52.0
(4)
Revenues - gas
0
.
6
3
.
6
5
.
1
6
.
9
7
.
2
7
.
7
7
.
7
7
.
0
7
.
8
9
.
3
8
.
1
6
.
1
5
.
9
5
.
9
5
.
7
(5)
Total revenues
2
.
7
13.7
18.3
21.3
25.1
31.8
50.0
66.1
75.2
78.7
74.9
68.8
65.7
62.3
57.7
(6)
Direct production taxes
0
.
3
1
.
2
1
.
6
1
.
8
2
.
2
2
.
8
5
.
0
6
.
8
7
.
9
8
.
0
7
.
1
6
.
7
6
.
4
6
.
1
5
.
6
(7)
Direct operating expense
0
.
2
1
.
0
1
.
5
2
.
1
6
.
5
13.1
21.2
31.9
33.0
35.1
26.4
26.3
25.7
25.8
25.6
(
8
)
Overhead
0
.
4
1
.
6
2
.
1
2
.
5
2
.
9
3
.
4
5
.
2
6
.
9
7
.
3
7
.
6
6
.
9
6
.
3
5
.
9
5
.
7
5
.
3
(
9
)
Fin. book DD&A
0
.
7
1
.
4
2
.
2
4
.
9
3
.
5
3
.
1
3
.
6
4
.
5
3
.
5
3
.
3
3
.
3
3
.
2
3
.
2
3
.
1
3
.
1
(10)
Net income before taxes
1
.
2
8
.
5
10.9
10.0
10.0
9
.
4
15.0
16.0
23.4
24.6
31.1
26.2
24.5
21.6
18.1
(11)
Federal and state income taxes:
(12)
Current
0
.
8
3
.
1
4
.
2
4
.
4
3
.
2
3
.
2
5
.
4
6
.
1
7
.
8
8
.
9
10.9
9
.
4
8
.
8
7
.
9
6
.
7
(13)
Deferred
(0.4)
(0.0)
(0.3)
(0.5)
0
.
7
0
.
7
0
.
2
(0.2)
0
.
2
0
.
0
0
.
0
0
.
0
0
.
0
0
.
0
0
.
0
(14)
Total income taxes
0
.
3
3
.
1
4
.
0
3
.
9
3
.
8
3
.
9
5
.
6
6
.
0
8
.
0
8
.
9
11.0
9
.
4
8
.
8
7
.
9
6
.
8
(15)
Profit contribution
0
.
8
5
.
4
7
.
0
6
.
2
6
.
1
5
.
5
9
.
3
10.0
15.4
15.7
20.2
16.9
15.7
13.7
11.4
(16)
Non-cash charges
0
.
3
1
.
4
1
.
9
4
.
4
4
.
2
3
.
8
3
.
8
4
.
4
3
.
7
3
.
3
3
.
3
3
.
3
3
.
2
3
.
2
3
.
1
(17)
Cash from operations
1
.
1
6
.
8
8
.
9
10.6
10.4
9
.
3
13.2
14.4
19.1
19.1
23.5
20.1
18.9
16.9
14.5
(18)
Capital expenditures
9
.
7
9
.
8
22.4
38.9
27.4
6
.
8
0
.
7
1
.
0
0
.
7
3
.
0
2
.
3
0
.
0
0
.
1
0
.
0
0
.
0
(19)
Cash flow
(8.6)
(2.9)
(13.5)
(28.4)
(17.1)
2
.
5
12.5
13.4
18.5
16.1
21.2
20.1
18.8
16.8
14.4
(20)
Terminal value
72.3
(21)
Cumulative cash flow
(8.6)
(11.6)
(25.1)
(53.5)
(70.6)
(68.1)
(55.6)
(42.2)
(23.8)
(7.7)
13.5
33.6
52.4
69.2
155.9
Notes follow Exhibit 7.
DO NOT COPY
295-029 -14-
Exhibit 7
xxx
Aggregated MW Production and Cash Flow Projections ($ millions except as noted)
Aggregated
MW
Projections
Year
1
2
3
4
5
6
7
8
9
1
0
1
1
1
2
1
3
1
4
1
5
Production
:
(1)
Net crude and condensates (MB)
10.0
9
.
8
8
.
9
8
.
1
7
.
1
6
.
5
6
.
5
6
.
6
6
.
4
5
.
8
5
.
2
4
.
6
4
.
3
3
.
8
3
.
4
(
2
)
Net gas (MMCF)
50.2
49.5
43.7
37.5
31.8
28.1
26.2
24.4
21.6
18.3
15.9
13.1
11.8
10.2
9
.
3
Cash Flows (in millions):
(3)
Revenues - oil
203.9
210.9
202.3
190.3
183.0
176.1
184.5
194.4
197.5
190.2
182.7
173.2
167.7
161.7
151.3
(4)
Revenues - gas
100.3
106.3
104.7
97.9
90.3
85.4
84.0
80.0
77.2
73.4
70.0
62.8
58.1
56.1
53.5
(5)
Total revenues
304.1
317.2
306.9
288.3
273.3
261.5
268.5
274.4
274.7
263.6
252.7
236.0
225.8
217.8
204.8
(6)
Direct production taxes
27.5
28.5
27.3
25.5
24.1
23.0
24.1
25.0
25.4
24.3
22.5
21.5
20.4
19.4
18.4
(7)
Direct operating expense
81.7
83.5
84.1
85.9
89.7
92.2
93.7
97.0
93.3
93.2
82.6
82.0
82.0
81.5
80.6
(
8
)
Overhead
36.6
38.7
36.3
33.6
31.0
28.8
29.2
29.3
27.9
26.3
23.2
21.4
20.1
19.1
17.8
(
9
)
Fin. book DD&A
71.4
60.0
49.6
45.7
37.0
30.2
31.6
28.9
23.0
19.2
18.0
15.7
13.8
12.3
11.0
(10)
Net income before taxes
86.8
106.5
109.7
97.5
91.5
87.2
90.0
94.3
105.0
100.7
106.5
95.5
89.5
85.4
77.0
(11)
Federal and state income taxes:
(12)
Current
54.2
57.6
55.3
48.3
41.2
37.4
39.5
39.9
40.7
39.4
40.9
36.8
34.2
32.8
29.8
(13)
Deferred
(23.8)
(19.4)
(15.8)
(13.2)
(9.3)
(7.0)
(7.9)
(7.1)
(4.9)
(4.1)
(3.7)
(3.2)
(2.6)
(2.0)
(1.8)
(14)
Total income taxes
30.4
38.2
39.5
35.0
31.9
30.5
31.6
32.8
35.8
35.3
37.2
33.6
31.6
30.8
28.1
(15)
Profit contribution
56.4
68.3
70.3
62.5
59.6
56.8
58.4
61.5
69.2
65.3
69.2
61.9
57.9
54.5
48.9
(16)
Non-cash charges
47.6
40.6
33.8
32.4
27.7
23.3
23.6
21.8
18.1
15.1
14.3
12.5
11.3
10.4
9
.
3
(17)
Cash from operations
104.0
108.9
104.0
95.0
87.3
80.0
82.1
83.3
87.3
80.4
83.5
74.4
69.1
64.9
58.2
(18)
Capital expenditures
42.6
33.8
41.8
57.5
34.1
9
.
4
1
.
9
2
.
6
2
.
0
3
.
9
11.0
0
.
0
0
.
6
1
.
1
0
.
2
(19)
Cash flow
61.4
75.1
62.2
37.4
53.2
70.7
80.2
80.7
85.3
76.5
72.5
74.3
68.5
63.8
58.0
(20)
Terminal value
283.1
(21)
Cumulative cash flow
61.4
136.5
198.8
236.2
289.3
360.0
440.2
520.9
606.2
682.7
755.2
829.5
898.0
961.8
1302.9
Notes follow Exhibit 7.
DO NOT COPY
MW Petroleum Corporation (A) 295-029
15
Line Notes to MW Petroleum Projections, Exhibits 3 - 7
(0) The cash flow projections presented in Exhibits 3-7 were prepared by the casewriter based primarily on
operating and financial data from the MW offering memorandum.
(1) Crude and condensates - annual production quantities of crude oil and associated liquid hydrocarbons
expressed in thousands of barrels (MB). One barrel is equivalent to 42 gallons.
(2) Gas - annual production quantities of gas expressed in millions of standard cubic feet (MMCF). A
standard cubic foot is one cubic foot of gas at one atmosphere and 60 degrees Fahrenheit.
(3-5) Revenues - projected annual oil, gas and total revenues, net of royalties, based upon the production
quantities on lines 1 and 2.
(6) Direct production taxes - includes production and ad valorem taxes.
(7) Direct operating expense - includes lease and well operating costs, escalated at 5% per year.
(8) Overhead - general and administrative expenses, such as non-field personnel compensation, as
estimated by Amoco and Morgan Stanley.
(9) Financial book DD&A - depreciation, depletion and amortization, computed for financial reporting
purposes, including allocation and amortization of the purchase price; estimated by the casewriter, based
on the MW offering memorandum.
(10) Net income before taxes - revenues less the sum of the expenses in lines 6 through 9.
(11) Federal and state income taxes - projected federal and state income tax expense broken down into
current and deferred portions.
(12) Current - the current portion of federal and state income taxes.
(13) Deferred - the deferred portion of federal and state income taxes relating primarily to the timing difference
in book versus tax treatment of DD&A.
(14) Total income taxes - the sum of current and deferred taxes on lines 12 and 13.
(15) Profit contribution - the difference between net income before taxes on line 10 and total income taxes on
line 14.
(16) Non-cash charges - includes financial book DD&A and deferred income taxes.
(17) Cash from operations - profit contribution (line 15) plus non-cash charges (line 16).
(18) Capital expenditures - investments (including additions to working capital) required to perform procedures
and projects such as workovers, recompletions, development drilling, waterflooding, etc., to extract
additional reserves.
(19) Cash flow - cash from operations less capital expenditures.
(20) Terminal value - the estimated present value, in year 15, of all future net cash flows until reserves are
exhausted. Discounting performed at 13% per year.
(21) Cumulative cash flow - the accumulated value of the cash flows presented in line 19.
DO NOT COPY
Exhibit 8 Historical Oil and Natural Gas Prices and Volatilities
295-029 MW Petroleum Corporation (A)
16
DO NOT COPY
Exhibit 9
Historical Stock Price Data for
Amoco and
Apache
295-029 -17-
DO NOT COPY
295-029 MW Petroleum Corporation (A)
18
Exhibit 10xxx Selected Contemporary Financial Market Data
U.S. Government Bond Yields, Year-end 1990xxx
Term Yield
30-day 6.52%
10-year 8.03%
30-year 8.24%
Note: Yields are expressed on a bond-equivalent basis.
Industrial Bond Yieldsxxx
Rating Dec-90 Jan-91 Feb-91
AAA 9.08% 8.95% 8.80%
AA 9.45% 9.40% 9.09%
A 9.54% 9.50% 9.29%
BBB 11.55% 11.67% 10.38%
BB 12.41% 12.24% 12.30%
B 19.02% 20.20% 17.37%
Sources: Wall Street Journal, Morgan Stanley, Standard & Poor’s.