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263 gross wells (82.2 net) with a commercial
well success rate of approximately 66%, excluding the 75 gross (28
net) coalbed methane wells drilled by CCBM. This drilling success
contributed to the Company's total proved reserves as of December
31, 2002 of 63.2 Bcfe with a PV-10 Value of $83.6 million. See "Oil
and Natural Gas Properties". During 2002, the Company added a net
11.4 Bcfe to proved reserves, offset by 7.2 Bcfe of production.
The Company has financed the majority of its drilling activity through
internal cash flow generated primarily from oil and natural gas
production sales revenue.
Certain terms used herein relating to the
oil and natural gas industry are defined in "Glossary of Certain
Industry Terms" below.
EXPLORATION APPROACH
The Company's strategy has been to rapidly
accumulate large amounts of 3-D seismic data along primarily prolific,
producing trends of the onshore Gulf Coast, after obtaining options
to lease areas covered by the data. The Company then uses 3-D seismic
data to identify or evaluate prospects before drilling the prospects
that fit its risk/reward criteria. The Company typically seeks to
explore in locations within its core areas of expertise that it
believes have (i) numerous accumulations of normally pressured reserves
at shallow depths and in geologic traps that are difficult to define
without the interpretation of 3-D seismic data and (ii) the potential
for large accumulations of deeper, over-pressured reserves.
As a result of the increased availability
of economic onshore 3-D seismic surveys and the improvement and
increased affordability of data interpretation technologies, the
Company has relied almost exclusively on the interpretation of 3-D
seismic data in its exploration strategy. The Company generally
does not invest any substantial portion of the costs for an exploration
well without first interpreting 3-D seismic data. The principal
advantage of 3-D seismic data over traditional 2-D seismic analysis
is that it affords the geoscientist the ability to interpret a three
dimensional cube of data as compared to interpreting between widely
separated two dimensional vertical profiles. Consequently, the geoscientist
is able to more fully and accurately evaluate prospective areas,
improving the probability of drilling commercially successful wells
in both exploratory and development drilling. The use of 3-D seismic
allows the geoscientist to identify and use areas of irregular sand
geometry to augment or replace structural interpretation in the
identification of potential hydrocarbon accumulations. Additionally,
detailed analysis and correlation of the 3-D seismic response to
lithology and contained fluids assist geoscientists in identifying
and prioritizing drilling targets. Because 3-D analysis is completed
over an entire target area cube, shallow, intermediate and deep
objectives are analyzed. Additionally, the more precise structural
definition allowed by 3-D seismic data combined with integration
of available well and production data assists in the positioning
of new development wells.
Historically, the Company sought to obtain
large volumes of 3-D seismic data either by participating in large
seismic data acquisition programs either alone or pursuant to joint
venture arrangements with other energy companies, or through "group
shoots" in which the Company shared the costs and results of seismic
surveys. By participating in joint ventures and group shoots, the
Company was able to share the up-front costs of seismic data acquisition
and interpretation, thereby enabling it to participate in a larger
number of projects and diversify exploration costs and risks. Most
of the Company's operations are conducted through joint operations
with industry participants.
The Company has also participated in 3-D
data licensing swaps, whereby the Company transfers license rights
to certain proprietary 3-D data it owns in exchange for license
rights to other 3-D data within its core areas, thus allowing the
Company to obtain access to additional 3-D data within its Gulf
Coast Core Areas at either minimal or no out-of-pocket cash cost.
In late 2002, the Company acquired (or obtained
the right to acquire) an additional 2,750 square miles of 3-D seismic
data in its Gulf Coast Core Areas. These new data are primarily
either recently merged and reprocessed data sets or former proprietary
data sets newly released to industry. Specific Company operating
areas to which new data were added as a result of the late 2002
data acquisition include (1) 450 square miles of newly reprocessed
3-D data to the Matagorda project area, (2) 167 square miles of
newly released 3-D data to the Liberty Project area, (3) 239 square
miles to the Wilcox project area, and (4) 826 square miles of newly
reprocessed 3-D data to the South Louisiana project area. These
data acquisitions consist of existing nonproprietary data sets obtained
from seismic companies at what the Company believes to be attractive
pricing.
The Company's primary strategy for acreage
acquisition in prior years was to obtain leasing options covering
large geographic areas in connection with 3-D seismic surveys. Prior
to conducting proprietary surveys, the Company typically sought
to acquire seismic permits that included options to lease the acreage,
thereby ensuring the price and availability of leases on drilling
prospects that may result upon completing a successful seismic data
acquisition program over a project area. The Company generally attempted
to obtain these options covering at least 80% of the project area
for proprietary surveys. The size of these surveys ranged from 10
to 80 square miles. When the Company participated in 3-D group shoots,
it generally sought prospective leases as quickly as possible following
interpretation of the survey. In connection with some group shoots
in which the Company believed that competition for acreage was especially
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