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methane wells typically first produce water
in a process called dewatering and then, as the water production
declines, begin producing methane gas at an increasing rate. As
the wells mature, the production peaks and begins declining.
See "Regulation - Coalbed Methane Proceedings
in Montana" for a description of certain regulatory proceedings
affecting coalbed methane drilling in Montana.
OTHER PROJECT AREAS
U.K. North Sea Region
We have been awarded seven acreage blocks,
consisting of one "Traditional" and three "Promote" licenses, in
the United Kingdom's 21st Round of Licensing. The awarded blocks,
to explore for natural gas and oil totaling 209,613 acres, are located
within mature producing areas of the Central and Southern North
Sea in water depths of 30 to 350 feet. The Promote licenses do not
have drilling commitments and have two-year terms. The Traditional
license will be canceled after four years if we or our assignee
elects not to commit to drilling a well. We believe our U.K. North
Sea interest is a natural extension to our technical analyses, portfolio
and business plan. The U.K. North Sea includes proven hydrocarbon
trends with established technological expertise, available large
3-D seismic datasets and significant exploration potential. We plan
to promote our interests to other parties experienced in drilling
and operating in this region. Geological and geophysical costs will
be incurred in an attempt to maximize the value of our retained
interest. Our estimated project commitments for 2005 are $0.2 million,
largely for data processing.
WORKING INTEREST AND DRILLING IN PROJECT
AREAS
The actual working interest we will ultimately
own in a well will vary based upon several factors, including the
depth, cost and risk of each well relative to our strategic goals,
activity levels and budget availability. From time to time some
fraction of these wells may be sold to industry partners either
on a prospect by prospect basis or a program basis. In addition,
we may also contribute acreage to larger drilling units thereby
reducing prospect working interest.We have, in the past, retained
less than 100% working interest in our drilling prospects. References
to our interests are not intended to imply that we have or will
maintain any particular level of working interest.
Although we have identified or budgeted for
numerous drilling prospects, we may not be able to lease or drill
those prospects within our expected time frame or at all. Wells
that are currently part of our capital budget may be based on statistical
results of drilling activities in other 3-D project areas that we
believe are geologically similar rather than on analysis of seismic
or other data in the prospect area, in which case actual drilling
and results are likely to vary, possibly materially, from those
statistical results. In addition, our drilling schedule may vary
from our expectations because of future uncertainties. Our final
determination of whether to drill any scheduled or budgeted wells
will be dependent on a number of factors, including (1) the results
of our exploration efforts and the acquisition, review and analysis
of the seismic data; (2) the availability of sufficient capital
resources to us and the other participants for the drilling of the
prospects; (3) the approval of the prospects by the other participants
after additional data has been compiled; (4) economic and industry
conditions at the time of drilling, including prevailing and anticipated
prices for natural gas and oil and the availability and prices of
drilling rigs and crews; and (5) the availability of leases and
permits on reasonable terms for the prospects. There can be no assurance
that these projects can be successfully developed or that any identified
drillsites or budgeted wells discussed will, if drilled, encounter
reservoirs of commercially productive oil or natural gas. We may
seek to sell or reduce all or a portion of our interest in a project
area or with respect to prospects or wells within a project area.
Our success will be materially dependent upon
the success of our exploratory drilling program, which is an activity
that involves numerous risks. See "Management's Discussion and Analysis
of Financial Condition and Results of Operations--Risk Factors--Natural
gas and oil drilling is a speculative activity and involves numerous
risks and substantial and uncertain costs that could adversely affect
us."
OIL AND NATURAL GAS RESERVES
The following table sets forth our estimated
net proved oil and natural gas reserves and the PV-10 Value of such
reserves as of December 31, 2004. The reserve data and the present
value as of December 31, 2004 were prepared by Ryder Scott Company,
DeGolyer and MacNaughton and Fairchild & Wells, Inc., Independent
Petroleum Engineers. For further information concerning Ryder Scott's,
DeGolyer and MacNaughton's and Fairchild's estimate of our proved
reserves at December 31, 2004, see the reserve reports included
as exhibits to this Annual Report on Form 10-K. The PV-10 Value
was prepared using constant prices as of the calculation date, discounted
at 10% per annum on a pretax basis, and is not intended to represent
the current market value of the
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