Po Valley Energy Limited
Annual Report 2014

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Cover scelta_copertina +dorso 5mm 02/04/15 15:19 Pagina 1 Po Valley energy limited aBn 33 087 741 571 registered office Suite 8, 7 the esplanade mt Pleasant Wa 6153 australia tel: (08) 9278 2533 4 1 0 2 t r o P e r l a u n n a - d e t i m i l y g r e n e y e l l a V o P 4 1 0 2 T R O P E R L A U N N A     Cover scelta_copertina +dorso 5mm 02/04/15 15:19 Pagina 2 1 2 4 Highlights Chairman’s & acting Ceo’s letter to Shareholders Corporate governance Statement 10 directors’ report 27 lead auditor’s independence declaration 28 Statement of Financial Position 29 Statement of Profit or loss and other Comprehensive income 30 Statement of Changes in equity 31 Statements of Cash Flow 32 notes to the Financial Statements 67 directors’ declaration 68 independent auditor’s report 70 Shareholder information 2014-2015 72 technical Summary Corporate Directory Directors graham Bradley, Chairman michael masterman, non executive director Byron Pirola, non executive director gregory Short, non executive director Kevin eley, non executive director acting Chief executive officer Sara edmonson Company Secretary lisa Jones Registered Office Suite 8, 7 the esplanade mt Pleasant Wa 6153 australia tel: +61 8 92782533 Rome Office Via ludovisi, 16 00187 rome, italy tel: +39 06 42014968 Share Registry link market Services limited 178 St george’s tce Perth, Wa australia 6000 tel: +61 8 92116679 Solicitors Steinepreis Paganin level 4, 16 milligan St Perth, Wa australia 6000 Ughi e Nunziante Studio legale Via Venti Settembre, 1 00187 roma, italy Auditor ernst & young 11, mounts Bay road Perth, Wa 6000 australia Banks Bankwest 108 St george’s tce Perth, Wa australia 6000 nedbank limited old mutual Place 2 lambeth Hill london, uk, eC4V 4gg Stock exchange listing Po Valley energy limited shares are listed on the australian Stock exchange under the code PVe. the Company is limited by shares, incorporated and domiciled in australia. Highlights  Gas production 0.66 bcf (18.56 million standard cubic metres)  € 5.03 million (AUD 7.41 million) revenue  € 1.95 million (AUD 2.90 million) net cash flow from operating activities  € 1.16 million (AUD 1.7 million) reduction in G&A expenses through an extensive cost savings initiative  €1.54 million (AUD 2.2 million) EBITDA  Received the production concession for the Bezzecca field through the enlargement of the existing Cascina Castello Production Concession  Awarded the preliminary production concession for the Sant’Alberto gas field  Awarded the preliminary production concession for the Gradizza gas field  Completed the production concession application for the off-shore development Teodorico (formerly Carola-Irma)  Executed a farm-out agreement with Petrorep Italiana S.p.A for a 10% interest in Bezzecca A n n u a l R e p o r t 2 0 1 4 | 1 Chairman and Acting CEO’s letter to Shareholders Dear Shareholder, On behalf of the Board of Directors, we are pleased to present the Company’s Annual Report. During 2014, the Company’s sixth year of gas production, the combined production from the Castello and Sillaro gas fields was 18.56 million standard cubic metres (scm) (0.66 bcf). This brings the total gas production from both fields since inauguration to 124.4 million scm (4.40 bcf) equating to €36.2 million (AUD 50.0 million) in revenue. The Company’s operating revenue for the year was €5.0 million (AUD 7.4 million) compared to €6.7 million (AUD 9.2 million) in 2013 whilst EBITDA in 2014 was € 1.5 million (AUD 2.3 million) in comparison to €2.2 million (AUD 3.0 million) in 2013. In the face of falling revenue during the year we made significant reductions in our underlying cost base; overhead and administrative expenses were reduced by 33% (€1.2 million, AUD 1.8 million) compared to 2013. The Board and management will continue to carefully monitor spending going forward. On the operational front, the Sillaro field produced steadily at 56,000 scm/day (1.98 mcf/day) during 2014 until late October when water breakthrough and associated sand production in some zones, and the depletion of others, led to a fall in production to circa 21,000 scm/day (0.74 mcf/day). At the time of writing, the Company and its external experts were close to completing an in depth evaluation and redevelopment plan of the Silaro field. The technical details of the expected work-over of the field will be announced to the market in due course.1 The Company reached three major regulatory milestones for key new development projects throughout the year. The Company received the final production concession for the Bezzecca field through the enlargement of the existing Cascina Castello Production Concession in July, along with the preliminary production concession awards for both the Sant’Alberto and Gradizza gas fields in June and November 2014 respectively. These permitting awards further strengthen our asset portfolio. Importantly, with the granting of the preliminary production concessions, our certainty in the commerciality and timing of development of these three gas fields is now at a stage where we are prepared to classify them as reserves. As a result our Undeveloped 2P reserves at 31 December 2014 increased by 140% to 10.00 bcf. The Company also made tangible progress in developing its other core assets, most particularly the offshore development project Teodorico (formerly Carola-Irma) which lies in the Northern Adriatic; Italy’s main gas producing area accounting for roughly 80% of total domestic gas production. Approximately €700,000 has been invested to date in the project’s production concession application which includes a detailed front-end engineering and design (FEED) study and the results of reprocessing and reinterpretation of 120km² of 3D seismic data surrounding the main target area. 1 On 9 January 2015, the Company released an announcement regarding the Sillaro field and its related reserves revision and production forecast on the ASX and on the Company’s website (as per listing rule 5.30). For further information on Sillaro please refer to this release. 2 | A n n u a l R e p o r t 2 0 1 4 Chairman and Acting CEO’s letter to Shareholders The production concession application was completed in 1Q2015 and filed with the Italian Ministry of Economic Development. With certified 2C Contingent Resources of 47.3 bcf2, once the production concession is granted for this asset these resources will quadruple the Company’s reserve base and production capability. In addition to Teodorico, the Company focused on advancing the geological, exploration and appraisal review of the large onshore Selva field. The Selva field is a previously producing, now relinquished, Eni field with remaining high prospectivity. This license holds two targets; a low risk gas volume up-dip of a former producing reservoir (Selva Stratigraphic) and a second exploration target on the pinch-out edge to the east. Approximately 70 km² of 2D seismic lines were purchased for this license and are being reprocessed. Health, Safety and Environment continue to be a high priority to the Company and this was demonstrated throughout the year with no accidents or incidents reported. On a personal note, we would like to express gratitude to the committed team based in Rome, the Board for their continued dedication and also our shareholders for their continued support throughout 2014. The Board and management are very cognisant of the current low share price of the Company which, in the view of the Directors, does not fully reflect the value of the Company’s extensive portfolio of prospects. The Board remains committed to remedying this situation notwithstanding a number of challenges including the prospect of lower gas production from our major producing field (Sillaro), and the resultant challenge of funding our future development plans. Meanwhile we will continue to manage our spending prudently and to work towards realising the value of our significant licence position in Italy which sets us apart from our peers. Graham Bradley Sara Edmonson Chairman Acting CEO 2 For further information on the offshore license AR94PY and the development project Teodorico, refer to the Technical Summary Section of this Annual Report. A n n u a l R e p o r t 2 0 1 4 | 3 Corporate Governance Statement The Board is committed to implementing the standards of best corporate governance for listed companies as set out in the Corporate Governance Principles and Recommendations of the ASX Corporate Governance Council (ASX Corporate Governance Recommendations) as appropriate for a company of PVE’s nature and size. This Corporate Governance Statement summarises the corporate governance practices that have been adopted by the Company and, as required by the ASX Listing Rules, provides details of the extent to which the Company has followed the ASX Corporate Governance Recommendations during the reporting period. ASX Principle 1 – Lay solid foundations for management and oversight Role of the Board The primary responsibility of the Board and management is to preserve and increase the value of the Company for its shareholders, while respecting the legitimate interests and expectations of employees, customers, creditors, the communities in which PVE operates and other stakeholders. The Board is responsible for establishing a company culture of high ethical, environmental, health and safety standards. The Board has general responsibility for the oversight, management and performance of the Company. Its specific responsibilities include the following:  Set the strategic direction for the Company and monitor implementation of those strategies;  Monitor performance of the Company, the Board and management;  Appoint and manage performance of the CEO, approve the Company’s overall remuneration policy and oversee the senior management team in terms of performance evaluation, succession planning and remuneration;  Approve and monitor the business plan, annual exploration and development work programs and budgets in accordance with the approved strategy and monitor the Company’s overall financial position and capital requirements;  Authorise and monitor significant investment and strategic commitments;  Approve and monitor financial and other reporting to shareholders;  Review and ratify the Company’s policies and systems for health, safety and environmental management, risk management and internal control; codes of conduct and regulatory compliance;  Appoint and remove the external auditors;  Evaluate the performance of the Board and identify and appoint new directors to the Board;  Take responsibility for corporate governance. Delegation to Senior Management Other than the matters specifically reserved for the Board, responsibility for the operation and administration of the Company has been delegated to the Chief Executive Officer. Internal control processes are in place to allow management to operate within board approved limits and the Chief Executive Officer cannot commit the Company to additional obligations or expenditure outside of those delegated authorities without Board approval. 4 | A n n u a l R e p o r t 2 0 1 4 Corporate Governance Statement (Continued) ASX Principle 2 – Structure the Board to Add Value Composition of the Board There are currently five Non-Executive Directors on the Board. The Board has been structured to include directors with a versatile set of skills, expertise and experience to enable the Board to execute its duties and responsibilities for the proper and effective management of the Company. The Board seeks to ensure that its members together have the following combination of skills and experience:  Technical expertise and experience in oil and gas exploration, development and production;  Finance and accounting;  Company strategy and business planning and business and corporate development;  Local and international experience; and  Public company affairs and corporate governance. The Directors Report contains further details of the experience of each Director and their term of office. Retirement and Rotation Retirement and rotation of the directors is governed by the Corporations Act 2001 and the Company’s Constitution. In accordance with the Constitution, one-third of the Board is required to retire at each annual general meeting with retiring directors being eligible for re-election. Independence The Board is currently composed of five Non-Executive Directors, three of whom are independent including the Chairman. The independence of Directors is regularly assessed by the Board and in doing so it has careful regard to the guidelines set out in the ASX Corporate Governance Recommendations for the evaluation of director independence. Based on the application of those guidelines, the Board currently considers that it has three independent Directors being Graham Bradley (the Chairman), Kevin Eley and Gregory Short. Byron Pirola and Michael Masterman are not considered to be independent as they each have substantial shareholdings of more than 5% of the Company’s shares. Independent Advice In connection with their duties and responsibilities, Directors have the right to seek independent professional advice at the Company’s reasonable expense. Prior approval of the Chairman is required which will not be unreasonably withheld. Board Committees Remuneration & Nominations Committee The Company has a Remuneration & Nominations Committee which provides recommendations to the Board on matters including:  The appointment and evaluation of the CEO and the process for evaluation of senior executives;  The Company’s remuneration policies and practices and the remuneration of the CEO, senior executives and Non-Executive Directors;  The composition of the Board and competencies of Board members;  Succession planning for Directors and senior management; A n n u a l R e p o r t 2 0 1 4 | 5 Corporate Governance Statement (Continued)  Processes for the evaluation of the performance of the Directors. Graham Bradley (Chairman), Byron Pirola and Michael Masterman are the current members of the committee. Attendance details of the committee meetings held during 2014 can be found in the Directors Report. The committee is structured in accordance with the ASX Corporate Governance Recommendations in so far as it is chaired by an independent chair and has three members, however, it does not consist of a majority of independent Directors given that two of its members, Mr Masterman and Dr Pirola are not considered independent due to their substantial shareholdings. Board performance is reviewed annually by the committee. The last review was conducted in March 2015. The Board has not formalised the procedures for selection and appointment of new Directors or re-election of incumbent Directors, however, the Board regularly reviews its composition to determine whether it has the right mix of skills and experience. The Remuneration & Nominations Committee is also responsible for ensuring an appropriate process is followed for the review of the performance of the CEO and senior executives. At the beginning of each year, the committee approves company and individual performance objectives for the CEO and senior executives. Performance is evaluated and any performance based remuneration for the CEO, senior executives and management is approved following the end of each year. In March 2015 the Remuneration & Nominations Committee conducted a performance evaluation of the senior executives against their performance objectives. The committee made recommendations to the Board regarding performance based remuneration for those executives. Audit & Risk Committee The Company has established an Audit & Risk Committee which provides advice and assistance to the Board in fulfilling its corporate governance and oversight responsibilities in relation to internal and external audit, risk management systems, financial and market reporting, internal accounting, financial control systems and other items as requested by the Board. The committee has adopted a formal charter. In fulfilling its obligations, the committee has direct access to employees, the auditors or any other independent experts and advisers it considers appropriate to carry out its duties. Kevin Eley (who chairs the committee), Byron Pirola and Gregory Short are the current members of the committee. The committee has been structured to comply with the ASX Corporate Governance Recommendations so that it:  Has three members;  Consists only of Non-Executive Directors;  Has a majority of independent Directors;  Is chaired by an independent chair, who is not the chair of the Board; and  Comprises members with the appropriate financial and business expertise to act effectively as a member of the committee. The number of Audit & Risk Committee meetings held in 2014 and director attendance is set out in the Directors Report on page 12. Committee member qualifications are set out on page 10 and 11. 6 | A n n u a l R e p o r t 2 0 1 4 Corporate Governance Statement (Continued) ASX Principle 3 – Promote Ethical and Responsible Decision-Making Code of Conduct All executives and employees are required to abide by laws and regulations, to respect confidentiality and the proper handling of information and act with the highest standards of honesty, integrity, objectivity and ethics in all dealings with each other, the Company, customers, suppliers and the community. The Company has adopted a code of conduct. Diversity The Company's policy is to ensure that hiring, employment and board selection policies avoid gender bias and encourage diversity to the extent possible for a small organisation. Po Valley currently employs 14 full time employees, of whom, 7 are men and 7 are women. The Company’s senior executives include women in the roles of Acting CEO, Chief Financial Officer and Company Secretary. Women also hold key roles in the areas of accounting, corporate and public relations. The Company's employees are drawn from a variety of nationalities, age, ethnic and cultural backgrounds. The Company currently has no female directors. The Board believes that, given the highly specialised nature of the Company’s most senior positions which are of a technical nature, it is unrealistic to set gender diversity targets at this time in the Company's evolution. The Board is committed to maintaining a corporate culture which supports workplace diversity. Securities Trading Policy The Company has adopted a Securities Trading Policy which complies with ASX Listing Rule 12.2. This policy provides guidance to Directors and employees on the laws relating to insider trading and provides them with practical guidance to avoid unlawful transactions in Company securities. Directors and employees are prohibited from trading the Company’s securities at any time while in possession of price sensitive information and are also prohibited from trading securities during “blackout” periods around the announcement of the Company’s half yearly and yearly results. Directors and employees must not engage in short term trading of the Company’s securities and are also prohibited from dealing in any derivative products issued in respect of the Company’s shares. In any event, any trading in securities by Directors or employees is subject to the prior approval of the Chairman (in the case of Directors), the Chairman of the Audit & Risk Committee (in the case of the Chairman) or the CEO or Company Secretary (in the case of other employees). ASX Principle 4 – Safeguard Integrity in Financial Reporting The Board is committed to ensuring that the Company’s financial reports present a true and fair view of the Company’s financial position and comply with relevant accounting standards. The Audit & Risk Committee assists the Board in discharging its responsibilities for financial reporting and to ensure that appropriate internal controls are in place. Please refer to the commentary on ASX Principle 2 above for further details in relation to the Audit & Risk Committee and to the Directors’ Report for details of the names and qualifications of the members of the committee and attendance at meetings in 2014. ASX Principle 5 – Make Timely and Balanced Disclosure The Board is committed to ensuring that investors can readily access sufficient information to ascribe a fair value to the Company’s securities, understand the Company’s objectives and strategies and A n n u a l R e p o r t 2 0 1 4 | 7 Corporate Governance Statement (Continued) evaluate the Company’s financial position and growth prospects. The Company has adopted policies and procedures, including a Continuous Disclosure Policy, designed to ensure compliance with ASX Listing Rules disclosure requirements and to ensure accountability at a senior executive level for that compliance. ASX Principle 6 – Respect the Rights of Shareholders Shareholder Communications The Company has implemented a Shareholder Communications Policy to ensure that shareholders, on behalf of whom they act, and the financial market have timely access to material information concerning the Company. The Company website is used to complement the official ASX release of material information and periodic reports to the market. The website ensures that all press releases, ASX announcements, notices and presentations from the past three years are easily accessible to the public. The Company is committed to ensuring that all shareholders have the opportunity to participate in the Company’s annual general meetings. In order to facilitate this, from 2010 the Company has provided shareholders the opportunity to submit written questions for consideration by the Board at the annual general meeting. ASX Principle 7 – Recognise and Manage Risk Risk Management Risk recognition and management are considered critical in creating and maintaining shareholder value and the successful execution of the Company’s strategies in gas exploration and development. The Board has oversight of the processes by which risk is considered for both ongoing operations and prospective actions. In specific areas, it is assisted by the Audit & Risk Committee. The Board requires management to design and implement a risk management and internal control system for the management of material business risk and, during the year, management reported to the Board on the on the effectiveness of this system. The CEO and CFO have confirmed in writing to the Board for each reporting period confirming that the declaration provided in accordance with section 295A of the Corporations Act is founded on a sound system of risk management and internal control and that the system is operating effectively in all material respects in relation to financial reporting risks. Reserves Reporting The progression of the Company’s discovered hydrocarbon reserves from appraisal studies through to development and production is core to the Company’s purpose and market value. The Company has adopted a Hydrocarbon Reserves Policy in order to assist in the implementation of processes, standard and controls to ensure reliable hydrocarbon reserves estimates, consistent with industry best practice to facilitate effective business management decision-making and accurate reporting of the Company’s reserves. The CEO is responsible for the implementation of the policy while the Board oversees and approves the policy and monitors its implementation. 8 | A n n u a l R e p o r t 2 0 1 4 Corporate Governance Statement (Continued) Health, Safety and Environment Po Valley Energy is dedicated to pursuing the highest Health and Safety standards in the workplace. We regard Environmental awareness and Sustainability as key strengths in planning and carrying out our business activities. PVE’s daily operations are conducted in a way that adheres to these principles and we are committed to their continuous improvement. Environmental sustainability and Health and Safety in the workplace are recognised as an integral part of our business strategy and corporate citizenship. In every instance, we aim to employ the most advanced technology and know-how and to apply the most suitable precautionary measures to each situation while adhering to the highest safety. Appropriate protection policies are an important selection criteria for contractors, whose activities are monitored for compliance. The Company has adopted an HSE Management System which provides for a series of procedures and routine checks (including periodical audits) to ensure the Company’s compliance with all legal and regulatory requirements and best practices in this area. ASX Principle 8 – Remuneration Fairly and Responsibly The Board seeks to ensure that the Company adopts remuneration practices which will enable it to attract and retain high calibre and qualified employees, executives and directors whose interests are aligned with those of shareholders. The Remuneration & Nominations Committee is responsible for reviewing and recommending compensation arrangements for the Directors, the CEO and senior management. For full details regarding the Company’s remuneration practices and the composition and responsibilities of the Remuneration & Nominations Committee please refer to the commentary in relation to ASX Principle 2 above and to the Remuneration Report. Corporate Governance Policies and Charters Further information regarding PVE’s corporate governance practices and policies is available on the Company’s web site, www.povalley.com. In particular, copies of the following documents are available under the ‘About Us’ / ‘Corporate Governance’ link. • Constitution; • Corporate Governance Statement; • Code of Conduct; • Hydrocarbons Reserve Policy; • Continuous Disclosure Policy; • Securities Trading Policy; • Shareholder Communications Policy; • Audit & Risk Committee Charter; • Remuneration & Nominations Committee Charter; • Risk Management Policy. A n n u a l R e p o r t 2 0 1 4 | 9 Directors’ Report The directors present their report together with the financial report of Po Valley Energy Limited (‘the Company” or “PVE”) and of the Group, being the Company and its controlled entities, for the year ended 31 December 2014. 1. Directors The Directors of the Company at any time during or since the end of the financial year are: Directors M Masterman B Pirola G Bradley G Short K Eley Date of Appointment/Resignation 22 June 1999 (Managing Director) 11 October 2010 (Non-Executive Director) 10 May 2002 30 September 2004 5 July 2010 19 June 2012 Information on Directors The Board is composed of Non-Executive Directors, including the Chairman. The Chairman of the Board is elected by the Board and is an independent director. Graham Bradley — Chairman BA, LLB (Hons), LLM, FAICD, Age 66 Graham joined PVE as a director and Chairman in September 2004 and is based in Sydney. He is an experienced Chief Executive Officer and listed public company director. Graham previously served as Chief Executive Officer of one of Australia’s major listed funds management and financial services groups, Perpetual Limited. He was formerly Managing Partner of a national law firm, Blake Dawson Waldron and was a senior Partner of McKinsey & Company. Graham is currently Chairman of Stockland Corporation Limited, HSBC Bank Australia Limited, Energy Australia Holdings Limited and Infrastructure NSW and a director of GI Dynamics Inc. Graham is Chairman of the Remuneration and Nomination Committee and was a member of the Audit and Risk Committee until December 2010. Michael Masterman — Non-Executive Director, BEcHons, Age 52 Michael is a co-founder of PVE. Michael took up the position of Executive Chairman and CEO of PVE and Northsun Italia S.p.A. in 2002 and resigned in October 2010 to take up an executive position at Fortescue Metal Group where he is currently CEO of FMG Iron Bridge iron ore company and recently completed the US$1.15bn sale of a 31% interest in the project to Formosa Plastics Group. Prior to joining PVE, Michael was CFO and Executive Director of Anaconda Nickel (now Minara Resources), and he spent 8 years at McKinsey & Company serving major international resource companies principally in the area of strategy and development. He is also Chairman of W Resources Plc, an AIM listed company with tungsten and gold assets in Spain and Portugal. Michael became a member of the Remuneration & Nomination Committee from 1 January 2011. Byron Pirola — Non-Executive Director, BSc, PhD, Age 54 Byron is a co-founder of PVE and is based in Sydney. He is currently a Director of Port Jackson Partners Limited, a Sydney based strategic management consulting firm. Prior to joining Port Jackson Partners in 1992, Byron spent six years with McKinsey & Company working out of the Sydney, New York and London Offices and across the Asian Region. He has extensive experience in advising CEOs and boards of both large public and small developing companies across a wide range of industries and geographies. Byron is a member of the Audit and Risk Committee and member of the Remuneration and Nomination Committee. 10 | A n n u a l R e p o r t 2 0 1 4 Directors’ Report (Continued) Gregory Short — Non-Executive Director, BSc, Age 64 Greg Short was appointed Non-Executive Director in July 2010. Greg is a geologist who worked with Exxon in exploration, development and production geosciences and management for 33 years in Australia, Malaysia, USA, Europe and Angola. During his time in Europe, Greg was actively involved in Exxon's activities in the Netherlands and Germany. Greg was Geoscience Director of Exxon's successful development of its Angola offshore operations. Greg retired from Exxon in 2006 and is a Non-Executive director of ASX listed MEO Australia, Metgasco Limited and Pryme Oil and Gas Limited. Greg became a member of the Audit and Risk Committee from 1 January 2011. Kevin Eley — Non-Executive Director, CA, F FIN, Age 65 Kevin Eley was appointed Non-Executive Director in June 2012. Kevin is based in Sydney and was the Chief Executive of HGL Limited for 25 years until his retirement in 2011. He has management and investment experience in a broad range of industries including, manufacturing, mining, retail and financial services with experience in the direction of early stage companies and public company governance. Kevin joined the PVE Audit & Risk Committee as Chairman and is currently a Non- Executive director of HGL Ltd, Milton Corporation Limited and Equity Trustees Limited. 2. Company Secretary Lisa Jones – Company Secretary, LLB Lisa was appointed to the position of Company Secretary in October 2009. She is a corporate lawyer with over 17 years experience in commercial law and corporate affairs, working with large public companies and emerging companies in Australia and in Europe. She was a senior associate in the corporate & commercial practice of Allen Allen & Hemsley and spent several years working in Italy, including as international legal counsel at Pirelli Cavi and as an associate in the Rome office of a national Italian firm. A n n u a l R e p o r t 2 0 1 4 | 11 Directors’ Report (Continued) 3. Directors Meetings The number of formal meetings of the Board of Directors held during the financial year and the number of meetings attended by each director is provided below: G Bradley M Masterman B Pirola G Short K Eley 10 10 2 2 1 10 10 2 2 - 10 10 2 2 - 1 1* 1* No. of board meetings held No. of board meetings attended No. of Audit & Risk Committee meetings held No. of Audit & Risk Committee meetings attended No. of Remuneration & Nomination Committee meetings held No. of Remuneration & Nomination Committee meetings attended 10 10 10 10 - - 2* 2* 1 1 1 1 * attended meeting as an observer 12 | A n n u a l R e p o r t 2 0 1 4 Directors’ Report (Continued) 4. Principal Activities The principal continuing activities of the Group in the course of the year were:  The exploration for gas and oil in the Po Valley region in Italy;  Appraisal and development of gas and oil fields;  Production and sale of gas from the Group’s production wells. 5. Earnings per share The basic and diluted loss per share for the Company was 1.03 € cents (2013: loss 4.76 € cents). 6. Operating and financial review The Italian gas market is dominated by gas imports. According to the 2014 Annual Report prepared by the Italian Ministry of Economic Development, the domestic exploration and production industry represents approximately 11% of total gas consumption in Italy the majority of which is produced by industry majors including Eni Spa and Edison Spa. Consequently, the Company has few comparable peers to contrast its operations. Strategy PVE strategy is to create value for shareholders and stakeholders using its existing and growing Italian oil and gas resource base. PVE’s strategy focuses on optimising near term production to maximise profitability and expanding the Company’s resources through exploration and development activities. The Company’s core portfolio includes 11 onshore assets and the first offshore asset – a game changer in the Company’s resource potential. The Company’s operations are located in Italy and are run by a local management team which PVE believe represents a significant competitive advantage not enjoyed by newer entrants seeking to find success in the Italian market. Italy remains an attractive market with gas and oil being of high quality, an accessible and low cost transportation network and a pricing environment that has been stable and higher than other comparable European countries. This year has been a continuation of a longer period of organisational change as the Company has sought to refocus the leadership team and strengthen its strategic position, having made substantial progress on multiple fronts. Operations During the year, the Company produced from both its Castello and Sillaro fields with a total combined production of 18.6 million cubic metres of gas (0.66 billion cubic feet). In October, the Company reported the reduction of Sillaro production from 50,000 to around 25,000 cubic metres per day. The production reduction was caused by depletion of several reservoirs and water arrival and associated sand production from some completions. Subsequently, PVE completed a re-evaluation of the residual potential of the field and a medium term plan is currently being developed to redrill Sillaro-1 and re-complete Sillaro-2 in order to maximize recovery of residual reserves and provide a new depletion point for the Pliocene reservoirs. Please refer to the ASX announcement “Sillaro Field Reserves Revision and Production Forecast” released on 9 January 2015 which contains further details. Total production for the period from the Sillaro field amounted to 17.6 million cubic metres of gas (0.62 billion cubic feet). The Castello gas field produced steadily at approximately 2,700 Scm/day throughout 2014. Total production for the period from the Castello field amounted to 0.98 million cubic metres of gas (0.03 billion cubic feet). A n n u a l R e p o r t 2 0 1 4 | 13 Directors’ Report (Continued) Exploration The Company made further investments in 2014 in exploration and development assets that we believe are the most material value drivers. Namely, the production concession application for the offshore development named Teodorico (formerly Carola-Irma) was completed. An integral part of this application is the preliminary front-end engineering and design (FEED) study and the 3D seismic data which was reprocessed and interpreted in-house. Furthermore in February 2015, the Company was awarded the western block of the AR94PY license, specifically the residual 328.3 km² of offshore licenses which had been pending following the 12 nautical mile moratorium enacted by Environmental Decree 128 of June 2010. The Company now intends to file the production concession application with the Ministry of Economic Development with the aim to to fast-track the development of Teodorico. Following the successful drilling of the Gradizza-1 exploration well (La Prospera licence) in 2013 with Joint Venture (“JV”) partners AleAnna Resources LLC (10% equity) and Petrorep Italiana S.p.a. (15% equity) the Company applied for a Production Concession in February 2014. Please refer to the ASX announcement “Gradizza-1 Contingent Resource Assessment” released on 3 February 2014 which contains further details including information required by Chapter 5 of the ASX Listing Rules in relation to the reporting of Oil & Gas activities and contingent resources. In November 2014 the Company was awarded a preliminary production concession for the Gradizza development and an environmental impact study is underway. A revised Environmental Impact Assessment (“EIA”) for the Selva drilling application (Podere Maiar- 1dir, identified within the Podere Gallina licence) was submitted to the Emilia-Romagna Region in April 2014 following minor variation requests. The Company purchased and reprocessed 70 km² of 2D seismic lines purchased in 2013 for the Selva prospect during the year and reinterpretation commenced in January 2015. Development Following, the award of the Bezzecca EIA Decree from the Lombardy Region in early 2014, the Ministry awarded the production concession through the enlargement of the existing Cascina Castello Production Concession in July. The formal Development Plan was granted by the Italian Ministry of Economic Development in 4Q 2014. The Ministry approved a joint venture with Petrorep in December 2014, for the Bezzecca Project. Petrorep will earn a 10% interest in the Cascina Castello production concession including the existing Vitalba plant but excluding the Vitalba-1 well. For its 10% interest, Petrorep will commit to a promoted share of future costs relating to the 7km pipeline installation, the Vitalba plant facilities upgrade to connect the Bezzecca-1 well, drilling expenditures for the development well Bezzecca-2 and reimbursement on past costs. PVE will retain the residual interest and operatorship. The Ministry of Economic Development awarded the preliminarily production concession for the Sant’Alberto gas field (north of Bologna) in June 2014 and subsequently the EIA (including the Santa Maddalena-1dir well) was submitted to the Italian Ministry of Environment for the final production concession in December 2014. The planned development for the Sant’Alberto field envisions a small modular plant and a simple connection to the national grid, circa 200 meters away. Financial performance Total revenue from the full year of gas production was €5,033,833, a year on year decline of €1,628,944 or 24%. This decrease in revenue is attributable to lower production volumes from the Sillaro field in 4Q 2014. Earnings before interest, tax, impairment, depreciation and amortisation (EBITDA) for the year was €1,539,512 and decreased €215,624 if compared to the previous year. This decrease is mainly driven by the decrease in revenue of €1,628,944 which was partially offset by (i) a 14 | A n n u a l R e p o r t 2 0 1 4 Directors’ Report (Continued) decrease in operating expenses of €257,148 and (ii) savings in employee expenses and corporate overheads of €1,156,172. As previously communicated to shareholders, the Company undertook a review of its cost structure and organisation with the aim to reduce fixed overhead costs which continued throughout 2014. In addition, the Company executed an off-take agreement with a global oil and gas major which secures the gas price until September 2015 with the option to extend to September 2016. Net loss before impairment expense is reconciled to comprehensive loss for the period as follows: Comprehensive profit reconciliation table ( in Euro ) 2014 2013 Net loss before impairment expense (unaudited) (1,242,182) (700,259) Impairment on resource property costs for the Castello field - (5,021,112) Exploration costs expensed (20,180) (74,895) Comprehensive profit / (loss) for the year (1,262,362) 5,796,266 Earnings before interest, tax, impairment, depreciation and amortisation (EBITDA) amounted to €1,539,512 for the year. EBITDA (unaudited) is reconciled to statutory results from operating activities as follows: EBITDA reconciliation table ( in Euro ) 2014 2013 EBITDA 1,539,512 1,755,136 Depreciation and amortisation expense (2,264,401) (2,325,656) Depreciation expense Impairment losses Other miscellaneous income (13,791) (18,406) (20,180) (5,096,007) 251,380 437,056 Results from operating activities (507,480) 5,247,877 Board believes EBITDA, however not reviewed or audited, is a good measure of the operating results of the Company. Financial position PVE currently has in place a €20 million Reserve Based Lending (RBL) facility with the London branch of Nedbank Group Limited, one of the four largest banking groups in South Africa. The maximum borrowing base ceiling limit is set by Nedbank six monthly. The Company’s drawings on the Nedbank facility amounted to €3,406,590 at 31 December 2014. One repayment totalling €93,410 was made during the year. No share issues were made during the 2014 year. Cash and cash equivalents at year end 2014 amounted to €1,579,585. Nedbank has not finalised a redetermination in December 2014 due to the ongoing discussions regarding financing options. Based on June 2014 borrowing base redetermination the borrowing limit would be €3,051,000 for the first half of 2015. The Company has hence transferred €355,590 from the cash balance to the Debt Service Reserve Account (”DSRA”) during January 2015. At the date of this report this amount remained in the DSRA account pending finalization of the borrowing base redetermination. A n n u a l R e p o r t 2 0 1 4 | 15 Directors’ Report (Continued) Health and safety Paramount to PVE’s ability to pursue its strategic priorities is a safe workplace and a culture of safety first. The Company regards Environmental awareness and Sustainability as key strengths in planning and carrying out business activities. PVE’s daily operations are conducted in a way that adheres to these principles and management are committed to their continuous improvement. Whilst growing from exploration roots, the Company has strived to continually improve underlying safety performance. The Company has adopted an HSE Management System which provides for a series of procedures and routine checks (including periodical audits) to ensure compliance with all legal and regulatory requirements and best practices in this area. In 2014, PVE maintained its outstanding occupational health safety and environmental track record with no incidents or near misses to report during the 33,998 man-hours worked at the well sites and in the administrative offices. In addition to health and safety, Management and the Board use a number of operating and financial indicators to measure performance overtime against our overall strategy. Refer to note 11 of the Directors report for details of selected performance indicators. Information required by ASX Listing Rule 5.43 The Company confirms that it is not aware of any new information or data that materially affects the information included in the two market announcements referred to above (“Gradizza-1 Contingent Resource Assessment” lodged with the ASX on 3 February 2014 and “Sillaro Field Reserves Revision and Production Forecast” lodged with the ASX on 9 January 2015) and that all material assumptions and technical parameters underpinning the estimates in those announcements continue to apply and have not materially changed. Principle risks and uncertainties Oil and gas exploration and appraisal involves significant risk. The future profitability of the Company and the value of its shares are directly related to the results of exploration and appraisal activities. There are inherent risks in these activities. No assurances can be given that funds spent on exploration and appraisal will result in discoveries that will be commercially viable. Future exploration and appraisal activities, including drilling and seismic acquisition may result in changes to current perceptions of individual prospects, leads and permits. The Company identifies and assesses the potential consequences of strategic, safety, environmental, operational, legal, reputational and financial risks in accordance with the Company’s risk management policy. PVE management continually monitors the effectiveness of the Company’s risk management, internal compliance and control systems which includes insurance coverage over major operational activities, and reports to the Audit and Risk Committee on areas where there is scope for improvement. The Charter for the Audit and Risk Committee is available on the Company’s website. The principal risks and uncertainties that could materially affect PVE future performance are described on the following page. 16 | A n n u a l R e p o r t 2 0 1 4 Directors’ Report (Continued) External risks Exposure to gas pricing Volatile oil and gas prices make it difficult to predict future price movements with any certainty. Decline in oil or gas prices could have an adverse effect on PVE. The Company does not currently hedge its exposures to gas price movements long term. The profitability of the Company’s prospective gas assets will be determined by the future market for domestic gas. Gas prices can vary significantly depending on other European gas markets, oil and refined oil product prices, worldwide supply and the terms under which long term take or pay arrangements are agreed. Changes to law, regulations or Government policy Changes in law and regulations or government policy may adversely affect PVE’s business. Examples include changes to land access or the introduction of legislation that restricts or inhibits exploration and production. Similarly changes to direct or indirect tax legislation may have an adverse impact on the Company’s profitability, net assets and cash flow. Uncertainty of timing of regulatory approvals Operating risks Exploration and development Delays in the regulatory process could hinder the Company’s ability to pursue including drilling exploration and operational activities development wells, to install infrastructure, and to produce oil or gas. In particular, oil and gas operations in Italy are subject to both Regional and Federal approvals. timely manner in a The future value of PVE will depend on its ability to find, develop, and produce oil and gas that is economically recoverable. The ultimate success or otherwise of such ventures requires successful exploration, establishment of commercial reserves, establishment and successful effective production and processing facilities, transport and marketing of the end product. Through this process, the business is exposed to a wide variety of risks, including failure to locate hydrocarbons, changes to reserve estimates or production volumes, variable quality of hydrocarbons, weather impacts, facility malfunctions, lack of access to appropriate skills or equipment and cost overruns. Estimation of reserves The estimation of oil and natural gas reserves involves subjective judgments and determinations based on geological, technical, contractual and economic information. It is not an exact calculation. The estimate may change because of new information from production or drilling activities. Tenure security Health, safety and environmental matters Exploration licences held by PVE are subject to the granting and approval by relevant government bodies. Government regulatory authorities generally require the holder of the licences to undertake certain proposed exploration commitments and failure to meet these obligations could result in forfeiture. Exploration licences are also subject to partial or full relinquishments after the stipulated period of tenure if no alternative licence application (e.g. production concession application) is made, resulting in a potential reduction in the Company’s overall tenure position. In order for production to commence in relation to any successful oil or gas well, it is necessary for a production concession to be granted. Exploration, development and production of oil and gas involves risks which may impact the health and safety of personnel, the community and the environment. Industry operating risks include fire, explosions, blow outs, pipe failures, abnormally pressured formations and environmental hazards such as accidental spills or leakage of petroleum liquids, gas leaks, ruptures, or discharge of toxic gases. Failure to manage these risks could result in injury or loss of life, damage or destruction of property and damage to the environment. Losses or liabilities arising from such incidents could significantly impact the Company’s financial results. A n n u a l R e p o r t 2 0 1 4 | 17 Directors’ Report (Continued) In addition to the external and operating risks described above, the Company’s ability to successfully develop future projects including their infrastructure is contingent on the Company’s ability to fund those projects through operating cash flows and affordable debt and equity raisings. 7. Dividends No dividends have been paid or declared by the Company during the year ended 31 December 2014. 8. Events subsequent to reporting date Other than matters already disclosed in this report, there were no other events between the end of the financial year and the date of this report that, in the opinion of the Directors, affect significantly the operations of the Group, the results of those operations, or the state of affairs of the Group. 9. Likely Developments The Company plans to seek a suitable farm-out partner for selected assets. The Company also plans to continue to invest in its current exploration portfolio through geological and geophysical studies and, subject to available finances, in its planned drilling program for high potential gas prospects. 10. Environmental Regulation The Company’s operations are subject to environmental regulations under both national and local municipality legislation in relation to its mining exploration and development activities in Italy. Company management monitor compliance with the relevant environmental legislation. The Directors are not aware of any breaches of legislation during the period covered by this report. 11. Remuneration Report - audited The Remuneration Report outlines the remuneration arrangements which were in place during the year, and remain in place as at the date of this report, for the Directors and executives of the Company. Remuneration Policy The Remuneration & Nomination Committee (Committee) for reviewing and recommending compensation arrangements for the Directors, the Chief Executive Officer and the senior executive team. The Committee assesses the appropriateness of the size and structure of remuneration of those officers on a periodic basis, with reference to relevant employment market conditions, with the overall objective of ensuring maximum stakeholder benefit from the retention of a high quality board and executive team. is responsible The Company aims to ensure that the level and composition of remuneration of its directors and executives is sufficient and reasonable in the context of the internationally competitive industry in which the Company operates. All senior executives except the company secretary are based in Rome and when setting their remuneration the Board must have regard to remuneration levels and benefit arrangements that prevail in the European oil and gas industry which remains highly competitive. 18 | A n n u a l R e p o r t 2 0 1 4 Directors’ Report (Continued) Consequences of performance on shareholder wealth In considering the Group’s performance and benefits for shareholders wealth the Board has regard to the following indices in respect of the current financial year and the previous financial period. Indices 2014 2013 2012 2011 2010 2009 Production (scm’000) 18,560 23,983 24,673 28,995 26,793 Average realised gas price (€ cents per cubic metre) 27 28 33 31 27 638 n/a EBITDA (€'000s) 1,540 1,755 4,473 4,411 2,219 (6,935) Profit / (loss) attributable to owners of the Company (€'000s) (1,262) (5,796) 2,373 (5,071) (2,324) (7,203) Earnings / (loss) per share (€ cents per share) (1.03) (4.76) 2.12 (4.57) (2.11) (6.99) Share Price at year end - AU$ 0.10 0.12 0.12 0.16 0.21 1.68 In establishing performance measures and benchmarks to ensure incentive plans are appropriately structured to align corporate behaviour with the long term creation of shareholder wealth, the Board has regard for the stage of development of the Company’s business and gives consideration to each of the indices outlined above and other operational and business development achievements of future benefit to the Company which are not reflected in the aforementioned financial measures. Senior Executives and Executive Directors The remuneration of PVE senior executives is based on a combination of fixed salary, a short term incentive bonus which is based on performance and in some cases a long term incentive payable in cash or shares. include employment Other benefits insurances, accommodation and other benefits, and superannuation contributions. In relation to the payment of annual bonuses, the board assesses the performance and contribution of executives against a series of objectives defined at the beginning of the year. These objectives are a combination of strategic and operational company targets which are considered critical to shareholder value creation and objectives which are specific to the individual executive. More specifically, objectives mainly refer to operating performance from both a financial and technical standpoint and growth and development of the Company’s asset base. The Board exercises its discretion when determining awards and exercises discretion having regard to the overall performance and achievements of the Company and of the relevant executive during the year. No remuneration consultants were used during the current or previous year. The table below represents the target remuneration mix for Key Management Personnel in the current year. The short-term incentive is provided at target levels. Fixed remuneration Short-term incentive Long-term incentive At risk Acting Chief Executive Officer 79% 21% - A n n u a l R e p o r t 2 0 1 4 | 19 Directors’ Report (Continued) Non-Executive Directors The remuneration of PVE Non-Executive Directors comprises cash fees. There is no current scheme to provide performance based bonuses or retirement benefits to Non-Executive Directors. The Board of Directors and shareholders approved the maximum agreed remuneration pool for Non-Executive Directors at the annual general meeting in May 2011 at €250,000 per annum. The total fees paid in 2014 to Non-Executive Directors was €220,000 (2013: €220,000). No increase in board fees was made in 2014 and none are proposed in 2015. Service contracts The major provisions of the service contracts held with the specified directors and executives, in addition to any performance related bonuses and/or options are as follows: Directors: Graham Bradley, Chairman  Commencement Date: 30 September 2004 (re-elected 28 May 2014)  Fixed remuneration for the year ended 31 December 2014: €60,000  No termination benefits Byron Pirola, Non-Executive Director  Commencement Date: 10 May 2002 (re-elected 24 May 2013)  Fixed remuneration for the year ended 31 December 2014: €40,000  No termination benefits Gregory Short, Non-Executive Director  Commencement Date: 5 July 2010 (re-elected 24 May 2013)  Fixed remuneration for the year ended 31 December 2014: €40,000  No termination benefits Michael Masterman, Non-Executive Director  Commencement Date: 22 June 1999 (re-elected 28 May 2014)  Fixed remuneration for the year ended 31 December 2014: €40,000  No termination benefits Kevin Eley, Non-Executive Director  Commencement Date: 19 June 2012 (re-elected 24 May 2013)  Fixed remuneration for the year ended 31 December 2014: €40,000  No termination benefits The Non-Executive Directors are not appointed for any fixed term but rather are required to retire and stand for re-election in accordance with the Company’s constitution and the ASX Listing Rules. 20 | A n n u a l R e p o r t 2 0 1 4 Directors’ Report (Continued) Executives: Sara Edmonson, Acting Chief Executive Officer  Commencement Date: 26 July 2010 as Finance Manager and 1 September 2012 as Chief Financial Officer  Term of Agreement: Indefinite but terminable by either party on three month’s notice  Fixed salary of €120,000 per annum  Annual performance based fee of up to 40% of her contracted salary subject to the achievement of performance criteria agreed with the Board  Payment of termination benefit on termination by the Company (other than for gross misconduct) equal to one year salary in accordance with the Italian National Collective Labour Agreement for executives Key Management Personnel remuneration outcomes (including link to performance) The remuneration details of each Director and other key management personnel (KMP) during the year is presented in the table next page. A n n u a l R e p o r t 2 0 1 4 | 21 Directors’ Report (Continued) Directors G Bradley Chairman Non-Executive B Pirola Non-Executive G Short, Non-Executive M Masterman Non- Executive K Eley Non-Executive G Catalano M D/ CEO Res. 12/8/13 Total for Directors 2014 2013 2014 2013 2014 2013 2014 2013 2014 2013 2014 2013 2014 2013 Salary & fees Accommodation Car Other Termination payments € 60,000 60,000 40,000 40,000 40,000 40,000 40,000 40,000 40,000 40,000 - € - - - - - - - - - - - € € - - - - - - - - - - - - - - - - - - - - - - € - - - - - - - - - - - Total € 60,000 60,000 40,000 40,000 40,000 40,000 40,000 40,000 40,000 40, 000 - 124,344 21,832 4,600 2,533 51,552 204,861 220,000 - - - - 220,000 344,344 21,832 4,600 2,533 51,552 424,861 22 | A n n u a l R e p o r t 2 0 1 4 Directors’ Report (Continued) Key Management Personnel Remuneration - Consolidated (Continued) Short term Salary & fees Accommo -dation Car Other Total Base STI Cash Total short term Termination payments € € € € € € € Defined contribu tion plan € Total € Proportion of remuneration performance related % KMP Sara Edmonson Acting CEO 2014 120,000 2013 120,000 Total for KMP 2014 120,000 2013 120,000 - - - - 1,500 - 121,500 34,500 156,000 - - 120,000 33,260 153,600 1,500 - 121,500 34,500 156,000 - - 120,000 33,260 153,600 Total Directors and KMP 2014 340,000 - 1,500 - 341,500 34,500 376,000 21% 21% - - - - - 9,742 165,742 8,106 161,366 9,742 165,742 8,106 161,366 9,742 385,742 2013 464,344 21,832 4,600 2,533 493,309 33,260 526,569 51,552 8,106 586,227 A n n u a l R e p o r t 2 0 1 4 | 23 Directors’ Report (Continued) Analysis of bonuses included in remuneration Details of the vesting profile of the short-term incentive bonus awarded as remuneration are detailed below. Bonuses paid by issue of shares are included in share based payments to each Director and Executive. 2014 2013 Directors and specified executives Cash Bonus Bonus paid by issue of shares % vested in year Cash Bonus Bonus paid by issue of shares % vested in year € S Edmonson 34,500 € Nil € € 100% 33,260 € Nil € 100% Amounts included in remuneration for the financial year represent the amount that vested in the financial year based on achievement of personal goals and satisfaction of specified performance criteria. No amounts vest in future financial years in respect of the bonus. The cash bonus for 2014 was awarded to Ms. Edmonson based on performances, and specifically for having reached the agreed strategic objectives. Options over equity instruments granted as compensation No options were granted as compensation to Directors or key management personnel during the reporting period (2013: Nil). No options vested during 2014. (2013: Nil) Modification of terms of equity-settled share-based payment transactions No terms of equity-settled share-based payment transactions (including options and rights granted as compensation to a key management person) have been altered or modified by the issuing entity during the reporting period or the prior period. Exercise and lapse of options granted as compensation No options granted as compensation were exercised during 2014. There were no options outstanding during 2014. No options were exercised by directors or key management personnel. No options over ordinary shares in the Company were held by any key management personnel during 2014. Equity holdings and transactions The movement during the reporting period in the number of ordinary shares of the Company, held directly and indirectly by key management personnel, including their personally-related entities is as follows: 24 | A n n u a l R e p o r t 2 0 1 4 Directors’ Report (Continued) Directors G Bradley M Masterman (i) B Pirola G Short K Eley Executives S. Edmonson Held at 31 Dec 2013 Purchased Share based payments Options Exercised Sold / Other Held at 31 Dec 2014 1,373,880 33,177,327 7,112,782 200,000 800,000 42,663,989 28,064 28,064 30,000 448,895 - - - 478,895 - - - - - - - - - - - - - - - - - - - - - - - - - - 1,403,880 33,626,222 7,112,782 200,000 800,000 43,142,884 28,064 28,064 (i) Does not include shares held by family members which amount to 1,040,000 shares Directors G Bradley M Masterman (i) B Pirola G Short K Eley G Catalano Executives S. Edmonson Held at 31 Dec 2012 Purchase d Share based payments Options Exercised Sold / Other(iii) Held at 31 Dec 2013 1,123,880 29,845,302 7,112,782 - 400,000 528,141 39,010,105 28,064 28,064 250,000 3,332,025 - 200,000 400,000 - 4,182,025 - - - - - - - - - - - - - - - - - - - - - - - - - (528,141) (528,141) 1,373,880 33,177,327 7,112,782 200,000 800,000 - 42,663,989 - - 28,064 28,064 (i) Does not include shares held by related parties which amount to 1,040,000 shares Other transactions and balances with KMP and their related parties No key management personnel have entered into a material contract, other than disclosed above, with the Group or the Company since the year end of the previous financial year end and there were no material contracts involving key management personnel interests existing at year-end. 12. Directors’ interests At the date of this report, the direct and indirect interests of the Directors in the shares and options of the Company, as notified by the directors to the ASX in accordance with S205G (1) of the Corporations Act 2001, at the date of this report is as follows: G Bradley M Masterman B Pirola G Short K Eley 13. Share Options Ordinary Shares 1,403,880 33,626,222 7,112,782 200,000 800,000 Options granted to directors and executives of the Company The Company has not granted any options over unissued ordinary shares in the Company to any directors or specified executive during or since the end of the financial year. A n n u a l R e p o r t 2 0 1 4 | 25 Directors’ Report (Continued) Unissued shares under option At the date of this report there are no unissued ordinary shares of the Company under option. Shares issued on exercise of options The Company has not issued any shares as a result of the exercise of options during or since the end of the financial year end. 14. Corporate Governance In recognising the need for the highest standards of corporate behaviour and accountability, the Directors of PVE support and have adhered to the principles of sound corporate governance. The Board recognises the recommendations of the ASX Corporate Governance Council and considers that PVE is in compliance with those guidelines which are of importance to the commercial operation of a junior listed gas exploration and production company. The Company’s Corporate Governance Statement and disclosures are contained elsewhere in the annual report and are also available on the Company’s website at www.povalley.com. 15. Indemnification and insurance of officers The Company has agreed to indemnify current Directors against any liability or legal costs incurred by a Director as an officer of the Company or entities within the Group or in connection with any legal proceeding involving the Company or entities within the Group which is brought against the director as a result of his capacity as an officer. During the financial year the Company paid premiums to insure the Directors against certain liabilities arising out of the conduct while acting on behalf of the Company. Under the terms and conditions of the insurance contract, the nature of liabilities insured against and the premium paid cannot be disclosed. 16. Non audit services During the year Ernst & Young, the Group’s auditor, did not perform other services in addition to their statutory duties. Refer to note 6 of the financial report for details of auditor’s remuneration. 17. Proceedings on behalf of the Company No person has applied for leave of Court, pursuant to section 237 of the Corporations Act 2001, to bring proceedings on behalf of the Company or intervene in any proceedings to which the Company is a party for the purpose of taking responsibility on behalf of the Company for all or any part of those proceedings. 18. Lead Auditor’s independence declaration The lead auditor’s independence declaration is set out on page 27 and forms part of the Directors’ report for the financial year ended 31 December 2014. This report has been made in accordance with a resolution of Directors. Graham Bradley Chairman Sydney, NSW Australia 26 March 2015 26 | A n n u a l R e p o r t 2 0 1 4 A n n u a l R e p o r t 2 0 1 4 | 27 Statement of Financial Position As at 31 December 2014 Current Assets Cash and cash equivalents Trade and other receivables Total Current Assets Non-Current Assets Inventory Other assets Deferred tax assets Property, plant & equipment Resource property costs Total Non-Current Assets Total Assets Liability and equity Current Liabilities Trade and other payables Provisions Interest bearing loans Total Current Liabilities Non-Current Liabilities Provisions Interest bearing loans Total Non-Current Liabilities Total Liabilities Equity Issued capital Reserve Accumulated losses Total Equity Total Equity and liabilities NOTES 10 (a) 12 11 15 13 14 16 17 18 17 18 19 19 CONSOLIDATED 2014 € 2013 € 1,579,585 1,086,118 2,665,703 1,528,633 2,675,764 4,204,397 783,669 30,378 2,316,267 3,033,821 19,781,635 25,945,770 634,694 27,716 2,370,139 3,572,165 19,872,250 26,476,964 28,611,473 30,681,361 1,698,845 179,714 2,968,858 2,762,654 138,392 - 4,847,417 2,901,046 4,168,104 - 4,168,104 3,988,825 2,933,176 6,922,001 9,015,521 9,823,047 45,819,924 1,192,269 (27,416,241) 45,819,924 1,192,269 (26,153,879) 19,595,952 20,858,314 28,611,473 30,681,361 The above consolidated statement of financial position should be read in conjunction with the accompanying notes to the financial statements. 28 | A n n u a l R e p o r t 2 0 1 4 Statement of Profit or Loss and Other Comprehensive Income For the year ended 31 December 2014 CONSOLIDATED NOTES 2014 € 2013 € 3 4 5 14 7 8 Continuing Operations Revenue Operating costs Depreciation and amortisation expense Gross Profit Other income Employee benefit expenses Depreciation expense Corporate overheads Impairment losses Operating loss Finance income Finance expenses Net finance expenses Loss before tax Income tax benefit / (expense) Loss for the year Other comprehensive income Total comprehensive loss for the year, net of tax Loss attributable to: Owners of the Company Total comprehensive loss attributable to: Owners of the Company 5,033,833 6,662,777 (1,028,427) (1,285,575) (2,264,401) (2,325,656) 1,741,005 3,051,546 251,380 437,056 (1,285,895) (13,791) (1,179,999) (20,180) (507,480) 526 (612,403) (611,877) (2,031,184) (18,406) (1,590,882) (5,096,007) (5,247,877) 22,333 (638,206) (615,873) (1,119,356) (5,863,750) (143,006) 67,484 (1,262,362) (5,796,266) - - (1,262,362) (5,796,266) (1,262,362) (5,796,266) (1,262,362) (5,796,266) (1,262,362) (5,796,266) (1,262,362) (5,796,266) Basic and diluted loss per share 9 (1.03) cents (4.76) cents The above consolidated statement of comprehensive income / loss should be read in conjunction with the accompanying notes to the financial statements. A n n u a l R e p o r t 2 0 1 4 | 29 Statement of Changes in Equity For the year ended 31 December 2014 Consolidated Attributable to equity holders of the Company Issued Capital Translation Reserve Accumulated Losses € € € Total € Balance at 1 January 2013 45,460,097 1,192,269 (20,357,613) 26,294,753 Total comprehensive income: Loss for the year Other comprehensive income Total comprehensive loss Transactions with owners recorded directly in equity: Contributions by and distributions to owners – Issue of shares Balance at 31 December 2013 - - - 359,827 - - - - (5,796,266) (5,796,266) - - (5,796,266) (5,796,266) - 359,827 45,819,924 1,192,269 (26,153,879) 20,858,314 Balance at 1 January 2014 45,819,924 1,192,269 (26,153,879) 20,858,314 Total comprehensive income: Loss for the year Other comprehensive income Total comprehensive loss Transactions with owners recorded directly in equity: Contributions by and distributions to owners – Issue of shares Balance at 31 December 2014 - - - - - - - (1,262,362) (1,262,362) - - (1,262,362) (1,262,362) - - - 45,819,924 1,192,269 (27,416,241) 19,595,952 The above consolidated statement of changes in equity should be read in conjunction with the accompanying notes to the financial statements 30 | A n n u a l R e p o r t 2 0 1 4 Statement of Cash Flow For the year ended 31 December 2014 Operating activities Receipts from customers Payments to suppliers and employees Interest received Interest paid Income tax paid NOTES CONSOLIDATED 2014 € 2013 € 6,495,675 7,192,510 (4,200,332) (3,460,747) 526 (296,392) (54,406) 22,333 (364,353) (107,810) Net cash flows from operating activities 10 (b) 1,945,071 3,281,933 Investing activities Payments for non-current assets Payments on security deposits Receipts for resource property costs from joint operations partners Payments for resource property costs Net cash flows used in investing activities Financing activities Proceeds from the issues of shares Proceeds from borrowings Repayments of borrowings Payment of borrowing costs Net cash flows used in financing activities Net increase in cash and cash equivalents 18 18 (3,540) (2,920) - - 200,569 671,959 (1,997,738) (2,863,055) (1,800,709) (2,194,016) - - 359,827 5,000,000 (93,410) (5,500,000) - (93,410) 50,952 (645,459) (785,632) 302,285 Cash and cash equivalents at 1 January 1,528,633 1,226,348 Cash and cash equivalents at 31 December 10 (a) 1,579,585 1,528,633 w The above consolidated statement of cash flows should be read in conjunction with the accompanying notes to the financial statements A n n u a l R e p o r t 2 0 1 4 | 31 Notes to the Financial Statements For the year ended 31 December 2014 NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES 1.1 REPORTING ENTITY Po Valley Energy Limited (“the Company” or “PVE”) is a company domiciled in Australia. The address of the Company’s registered office is Suite 8, 7 The Esplanade Mt Pleasant WA 6153. The Consolidated Financial Statements of the Company for the year ended 31 December 2014 comprises the Company and its subsidiaries (together referred to as the “Group” and individually as “Group entities”) and the Group’s interest in associates and jointly controlled entities and operations. The financial statements were approved by the Board of Directors on 26 March 2015. The Group primarily is involved in the exploration, appraisal, development and production of gas properties in the Po Valley region in Italy and is a for profit entity. 1.2 (a) BASIS OF PREPARATION STATEMENT OF COMPLIANCE The financial report is a general purpose financial report which has been prepared in accordance with Australian Accounting Standards (AASB’s) (including Australian Interpretations) adopted by the Australian Accounting Standards Board (AASB) and the Corporations Act 2001. The consolidated financial report of the Group complies with International Financial Reporting Standards (IFRS) and interpretations adopted by the International Accounting Standards Board (IASB). (b) BASIS OF MEASUREMENT These consolidated financial statements have been prepared on the basis of historical cost. (c) GOING CONCERN The financial report has been prepared on a going concern basis. In arriving at this position, the Directors have had regard to the fact that the Group will have access to sufficient working capital to fund administrative and other committed expenditure for a period of not less than 12 months from the date of this report. For the year ended 31 December 2014, the Group has recorded a loss of €1,262,362, it has a cash balance of €1,579,585, net current liabilities of €2,181,714 and had net cash inflows from operations of €1,945,071. The Group’s forecast cashflow requirements for the 15 months ending 31 March 2016 reflects outflows from operating and investing activities in excess of its available cash resources at 31 December 2014. These requirements reflect a combination of committed and uncommitted but current planned expenditure in relation to the fields of Sillaro, Castello and Bezzecca. The Directors are currently reviewing a range of financing options which may include the further issue of new equity, reserve based debt, convertible debt, sale of operating or non-operating interests in assets or a combination of these and other funding instruments and options. Furthermore the Company is currently waiting for the redetermination of the borrowing base under the company’s reservoir lending facility with NedBank Limited pending the finalisation of financing options. While financing is expected to be finalised within the short term there is no certainty that financing will be completed as anticipated. The Directors are confident of being able to raise the required capital, but note that financing has not been secured and the redetermination of the borrowing facility has not been finalised at the date of this report. Should the Group not achieve the matters set out above, there is uncertainty whether the Group would continue as a going concern and therefore whether it would realise its assets and extinguish its liabilities in the normal course of business and at the amounts stated in the financial report. The financial report does not include adjustments relating to the recoverability or classification of the recorded assets amounts nor to the amounts or classification of liabilities that might be necessary should the Group not be able to continue as a going concern. 32 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 1.2 (d) BASIS OF PREPARATION (continued) FUNCTIONAL AND PRESENTATION CURRENCY The consolidated financial statements are presented in Euro, which is the Company’s and each of the Group entity’s functional currency. (e) USE OF ESTIMATES AND JUDGEMENTS The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the application of accounting policies and the reported amounts of assets, liabilities, income and expenses. Actual results may differ from these estimates. Estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised and in any future periods affected. The estimates and judgements that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next financial year are discussed below. Impairment of non-current assets The ultimate recoupment of the value of resource property costs and property plant and equipment is dependent on successful development and commercial exploitation, or alternatively, sale, of the underlying properties. The Group undertakes at least on an annual basis, a comprehensive review for indicators of impairment of these assets. Should an impairment indicator exist, the area of interest is tested for impairment. There is significant estimation involved in determining the inputs and assumptions used in determining the recoverability amounts. The key areas of estimation involved in determining recoverable amounts include:  Recent drilling results and reserves and resources estimates  Environmental issues that may impact the underlying licences  The estimated market value of assets at the review date  Fundamental economic factors such as the gas price and current and anticipated operating costs in the industry  Future production rates The discount rate used for impairment purposes is 11% and inflation rate used is 2% per annum. Rehabilitation provisions The value of these provisions represents the discounted value of the present obligations to restore, dismantle and rehabilitate each well site. Significant estimation is required in determining the provisions for rehabilitation and closure as there are many transactions and other factors that will affect ultimate costs necessary to rehabilitate the sites. The discounted value reflects a combination of management’s best estimate of the cost of performing the work required, the timing of the cash flows and the discount rate. A change in any, or a combination of, the key assumptions used to determine the provisions could have a material impact on the carrying value of the provisions. The provision recognised for each site is reviewed at each reporting date and updated based on the facts and circumstances available at that time. Changes to the estimated future costs for operating sites are recognised in the balance sheet by adjusting both the restoration and rehabilitation asset and provision. A n n u a l R e p o r t 2 0 1 4 | 33 Notes to the Financial Statements (Continued) NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 1.2 BASIS OF PREPARATION (continued) Reserve estimates Estimation of reported recoverable quantities of Proven and Probable reserves include estimates regarding commodity prices, exchange rates, discount rates, and production and transportation costs for future cash flows. It also requires interpretation of complex geological and geophysical models in order to make an assessment of the size, shape, depth and quality of reservoirs, and their anticipated recoveries. The economic, geological and technical factors used to estimate reserves may change from period to period. A change in any, or a combination of, the key assumptions used to determine the reserve estimates could have a material impact on the carrying value of the project via depreciation rates or impairment assessments. The reserve estimates are reviewed at each reporting date and any changes to the estimated reserves are recognized prospectively to depreciation and amortisation. Any impact of the change in the reserves is considered on asset carrying values and impairment losses, if any, are immediately recognized in the profit or loss. Recognition of deferred tax assets The recoupment of deferred tax assets is dependent on the availability of profits in future years. The Group undertakes a forecasting exercise at each reporting date to assess its expected utilisation of these losses. The key areas of estimation involved in determining the forecasts include:  Future production rates  Economic factors such as the gas price and current and anticipated operating costs in the industry  Capital expenditure expected to be incurred in the future A change in any, or a combination of, the key assumptions used to determine the estimates could have a material impact on the carrying value of the deferred tax asset. Changes to estimates are recognised in the period in which they arise. 1.3 SIGNIFICANT ACCOUNTING POLICIES Except for the changes noted below, the Group has consistently applied the accounting policies set out in notes 1.3 (a) to 1.3 (q) to all periods presented in the consolidated financial statements. CHANGES IN ACCOUNTING POLICIES ACCOUNTING STANDARDS AND INTERPRETATIONS The Company has adopted the following new standards and amendments to standards, including any consequential amendments to other standards, with a date of initial application of 1 January 2014. Materiality –AASB1031 The revised AASB 1031 is an interim standard that cross-references to other Standards and the Framework (issued December 2013) that contain guidance on materiality. AASB 1031 will be withdrawn when references to AASB 1031 in all Standards and Interpretations have been removed. AASB 2014-1 Part C issued in June 2014 makes amendments to eight Australian Accounting Standards to delete their references to AASB 1031. The amendments are effective from 1 July 2014. 34 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 1.3 SIGNIFICANT ACCOUNTING POLICIES (continued) Investment Entities – Amendments to AASB10, AASB12 and AASB127 These amendments provide an exception to the consolidation requirement for entities that meet the definition of an investment entity under AASB 10 Consolidated Financial Statements and must be applied retrospectively, subject to certain transition relief. The exception to consolidation requires investment entities to account for subsidiaries at fair value through profit or loss. These amendments have not impact on the Group, since none of the entities in the Group qualifies to be an investment entity under AASB10. Remove Individual Key Management Personnel Disclosure Requirements – Amendments to AASB124 This amendment removes from AASB124 individual key management personnel (KMP) disclosure requirements from disclosing entities that are not companies. It also removes the individual KMP disclosure requirements for all disclosing entities in relation to equity holdings, loans and other related party transactions. This amendment has resulted in reduced disclosure in the Group’s financial statements. (a) PRINCIPLES OF CONSOLIDATION (i) Subsidiaries Subsidiaries are entities controlled by the Group. The Group controls an entity when it is exposed to, or has rights to, variable returns from its involvement with the entity and has the ability to affect those returns through its power over the entity. The financial statements of subsidiaries are included in the consolidated financial statements from the date that control commences until the date that control ceases. The accounting policies of subsidiaries have been changed when necessary to align them with the policies adopted by the Group. Investments in subsidiaries are carried at cost less any impairment losses. In the Company’s separate financial statements, investments in subsidiaries are carried at cost less any impairment losses. (ii) Joint arrangements The Group classifies its interests in joint arrangements as either joint operations or joint ventures (see below) depending on the Group’s rights to the assets and obligation for the liabilities of the arrangements. When making this assessment, the Group considers the structure of the arrangements, the legal form of any separate vehicles, the contractual terms of the arrangements and other facts and circumstances. Joint operation - when the Group has rights to the assets, and obligations for the liabilities, relating to an arrangement, it accounts for each of its assets, liabilities and transactions, including its share of those held or incurred jointly, in relation to the joint operation. Joint venture – when the Group has rights only to the net assets of the arrangement, it accounts for its interest using the equity method adopted for associates as noted in (a) (ii) above. (iii) Transactions eliminated on consolidation Intra-group balances, and any unrealised income and expenses arising from intra-group transactions, are eliminated in preparing the consolidated financial statements. A n n u a l R e p o r t 2 0 1 4 | 35 Notes to the Financial Statements (Continued) NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 1.3 (b) SIGNIFICANT ACCOUNTING POLICIES (continued) TAXATION Income tax expense comprises current and deferred tax. Income tax expense is recognised in profit or loss except to the extent that it relates to items recognised directly in equity, in which case it is recognised in equity or in comprehensive income. Current tax is the expected tax payable on the taxable income for the year, using tax rates enacted or substantially enacted at the balance sheet date, and any adjustment to tax payable in respect of previous years. Deferred tax is provided using the balance sheet liability method, providing for temporary differences between the carrying amounts of assets and liabilities for financial reporting purposes and the amounts used for taxation purposes. The following temporary differences are not provided for: the initial recognition of assets or liabilities that affect neither accounting nor taxable profit; and differences relating to investments in subsidiaries to the extent that the Group is able to control the timing of the reversal of the temporary difference and it is probable that they will not reverse in the foreseeable future. The amount of deferred tax provided is based on the expected manner of realisation or settlement of the carrying amount of assets and liabilities using tax rates enacted at the balance sheet date. A deferred tax asset is recognised only to the extent that it is probable that future taxable profits will be available against which the asset can be utilised. Deferred tax assets are reduced to the extent that it is no longer probable that the related tax benefit will be realised. Judgement is required to determine which arrangements are considered to be a tax on income as opposed to an operating cost. Judgement is also required to determine whether deferred tax assets are recognised in the statement of financial position. Deferred tax assets, including those arising from unutilised tax losses, require management to assess the likelihood that the Company will generate sufficient taxable earnings in future periods, in order to utilise recognised deferred tax assets. Assumptions about the generation of future taxable profits depend on management’s estimates of future cash flows. These estimates of future taxable income are based on forecast cash flows from operations (which are impacted by production and sales volumes, oil and natural gas prices, reserves, operating costs, decommissioning costs, capital expenditure, dividends and other capital management transactions) and judgement about the application of existing tax laws in each jurisdiction. To the extent that future cash flows and taxable income differ significantly from estimates, the ability of the Company to realise the net deferred tax assets recorded at the reporting date could be impacted. In addition, future changes in tax laws in the jurisdictions in which the Company operates could limit the ability of the Company to obtain tax deductions in future periods. (c) IMPAIRMENT (i) Financial assets (including receivables) A financial asset is assessed at each reporting date to determine whether there is any objective evidence that it is impaired. A financial asset is considered to be impaired if objective evidence indicates that one or more events have had a negative effect on the estimated future cash flows of that asset. An impairment loss in respect of a financial asset measured at amortised cost is calculated as the difference between its carrying amount, and the present value of the estimated future cash flows discounted at the original effective interest rate. . 36 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 1.3 SIGNIFICANT ACCOUNTING POLICIES (continued) Individually significant financial assets are tested for impairment on an individual basis. The remaining financial assets are assessed in groups that share similar credit risk characteristics. All impairment losses are recognised in profit or loss. Any cumulative loss in respect of an available- for-sale financial asset recognised previously in equity is transferred to profit or loss. An impairment loss is reversed if the reversal can be related objectively to an event occurring after the impairment loss was recognised. For financial assets measured at amortised cost and available-for- sale financial assets that are debt securities, the reversal is recognised in profit or loss. For available- for-sale financial assets that are equity securities, the reversal is recognised in equity. (ii) Non-financial assets The Company assesses at each reporting date whether there is an indication that an asset (or CGU) may be impaired. Management has assessed its CGUs as being an individual field, which is the lowest level for which cash inflows are largely independent of those of other assets. If any indication exists, or when annual impairment testing for an asset is required, the Group estimates the asset’s or CGU’s recoverable amount. The recoverable amount is the higher of an asset’s or CGU’s fair value less costs of disposal (FVLCD) and value in use (VIU). The recoverable amount is determined for an individual asset, unless the asset does not generate cash inflows that are largely independent of those from other assets or groups of assets, in which case the asset is tested as part of a larger CGU to which it belongs. Where the carrying amount of an asset or CGU exceeds its recoverable amount, the asset/CGU is considered impaired and is written down to its recoverable amount. In calculating VIU, the estimated future cash flows are discounted to their present value using a pre- tax discount rate (11%) that reflects current market assessments of the time value of money and the risks specific to the asset/CGU. The Company bases its impairment calculation on detailed budgets and forecasts, which are prepared separately for each of the Company’s CGUs to which the individual assets are allocated. These budgets and forecasts generally cover the forecasted life of the CGUs. VIU does not reflect future cash flows associated with improving or enhancing an asset’s performance. Impairment losses of continuing operations, including impairment of inventories, are recognised in the statement of profit or loss and other comprehensive income in those expense categories consistent with the function of the impaired asset. For assets/CGUs, an assessment is made at each reporting date to determine whether there is an indication that previously recognised impairment losses may no longer exist or may have decreased. If such indication exists, the Group estimates the asset’s or CGU’s recoverable amount. A previously recognised impairment loss is reversed only if there has been a change in the assumptions used to determine the asset’s/CGU’s recoverable amount since the last impairment loss was recognised. The reversal is limited so that the carrying amount of the asset/CGU does not exceed either its recoverable amount, or the carrying amount that would have been determined, net of depreciation/amortisation, had no impairment loss been recognised for the asset/CGU in prior years. Such a reversal is recognised in the statement of profit or loss and other comprehensive income. A n n u a l R e p o r t 2 0 1 4 | 37 Notes to the Financial Statements (Continued) NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 1.3 (d) SIGNIFICANT ACCOUNTING POLICIES (continued) PROPERTY, PLANT AND EQUIPMENT (i) Recognition and measurement Items of property, plant and equipment are recorded at cost less accumulated depreciation, accumulated impairment losses and pre-commissioning revenue and expenses. The cost of plant and equipment used in the process of gas extraction are accounted for separately and are stated at cost less accumulated depreciation and impairment costs. Cost includes expenditure that is directly attributable to acquisition of the asset. Gains and losses on disposal of an item of property, plant and equipment are determined by comparing the proceeds from disposal with the carrying amount of property, plant and equipment and are recognised within “other income” in profit or loss. (ii) Subsequent expenditure Subsequent expenditure is capitalised only if it is probable that the future economic benefits associated with expenditure will flow to the Group. (iii) Depreciation Gas producing assets When the gas plant and equipment is installed ready for use, cost carried forward will be depreciated on a unit-of -production basis over the life of the economically recoverable reserve. The depreciation rate of gas plant and equipment incurred in the period for each project in production phase is as follows: Castello Sillaro 2014 13.16% 17.66% 2013 12.70% 12.10% Oil and gas properties are depreciated using the UOP method over total proved developed and undeveloped hydrocarbon reserves. This results in a depreciation/amortisation charge proportional to the depletion of the anticipated remaining production from the field. The life of each item, which is assessed at least annually, has regard to both its physical life limitations and present assessments of economically recoverable reserves of the field at which the asset is located. These calculations require the use of estimates and assumptions, including the amount of recoverable reserves and estimates of future capital expenditure. The calculation of the UOP rate of depreciation/amortisation will be impacted to the extent that actual production in the future is different from current forecast production based on total proved reserves, or future capital expenditure estimates change. Changes to proved reserves could arise due to changes in the factors or assumptions used in estimating reserves, including:  The effect on proved reserves of differences between actual commodity prices and commodity price assumptions  Unforeseen operational issues 38 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 1.3 SIGNIFICANT ACCOUNTING POLICIES (continued) Other property, plant and equipment Depreciation is recognised in profit or loss on a straight-line basis over the estimated useful lives of each part of an item of property, plant and equipment. The depreciation will commence when the asset is installed ready for use. The estimated useful lives of each class of asset fall within the following ranges: Office furniture & equipment 3 – 5 years 3 – 5 years 2014 2013 The residual value, the useful life and the depreciation method applied to an asset are reviewed at each reporting date. (e) FINANCIAL INSTRUMENTS (i) Non-derivative financial instruments Non-derivative financial instruments comprise investments in equity and debt securities, trade and other receivables, cash and cash equivalents, loans and borrowings and trade and other payables. Non-derivative financial instruments are recognised initially as fair value plus, for instruments not at fair value through profit and loss, any directly attributable transaction costs. Subsequent to initial recognition non-derivative financial instruments are measured as described below. A financial instrument is recognised if the Group becomes a party to the contractual provisions of the instrument. Financial assets are derecognised if the Group’s contractual rights to the cash flows from the financial assets expire or if the Group transfers the financial asset to another party without retaining control or substantially all risks and rewards of the asset. Regular way purchases and sales of financial assets are accounted for at trade date, i.e. the date the Group commits itself to purchase or sell the asset. Financial liabilities are derecognised if the Group’s obligation specified in the contract expire or are discharged or cancelled. Cash and cash equivalents comprise cash balances and call deposits. Bank overdrafts that are repayable on demand and form an integral part of the Group’s cash management are included as a component of cash and cash equivalents for the purpose of the statement of cash flows. Accounting for finance income and expense is discussed in note (i). Held-to-maturity investments If the Group has the positive intent and ability to hold debt securities to maturity, then they are classified as held-to-maturity. Held-to-maturity investments are measured at amortised cost using the effective interest method, less any impairment losses. Available-for-sale financial assets The Group’s investments in equity securities and certain debt securities are classified as available-for- sale financial assets. Subsequent to initial recognition, they are measured at fair value and changes therein, other than impairment losses, and foreign exchange gains and losses on available-for-sale monetary items, are recognised directly in a separate component of equity. When an investment is derecognised, the cumulative gain or loss in equity is transferred to profit or loss as finance income or expense. A n n u a l R e p o r t 2 0 1 4 | 39 Notes to the Financial Statements (Continued) NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 1.3 SIGNIFICANT ACCOUNTING POLICIES (continued) Financial assets at fair value through profit and loss An instrument is classified as at fair value through profit or loss if it is held for trading or is designated as such upon initial recognition. Financial instruments are designated at fair value through profit or loss if the Group manages such investments and makes purchase and sale decisions based on their fair value in accordance with the Group’s documented risk management or investment strategy. Upon initial recognition attributable transaction costs are recognised in profit or loss when incurred. Financial instruments at fair value through profit or loss are measured at fair value, and changes therein are recognised in profit and loss as finance income or expense. Other Other non-derivative financial instruments are measured at amortised cost using the effective interest method, less any impairment losses. (ii) Derivative financial instruments Derivatives are initially recognised at fair value; attributable costs are recognised in profit or loss when incurred. Subsequent to initial recognition, derivatives are measured at fair value and changes therein are accounted for in the profit and loss as finance income or expense. (iii) Share capital Ordinary Shares Ordinary shares are classified as equity. Incremental costs directly attributable to issue of ordinary shares are recognised as a deduction from equity, net of any tax effects. Dividends Dividends are recognised as a liability in the period in which they are declared. (f) INVENTORIES Inventories are measured at the lower of cost and net realisable value and includes expenditure incurred in acquiring the inventories and other costs incurred in bringing them to their existing location and condition. Net realisable value is the estimated selling price less selling expenses. (g) RESOURCE PROPERTIES Resource property costs are accumulated in respect of each separate area of interest. Exploration properties Exploration properties are carried at balance sheet date at cost less accumulated impairment losses. Exploration properties include the cost of acquiring resource properties, mineral rights and exploration, evaluation expenditure incurred subsequent to acquisition of an area of interest. Exploration properties are carried forward where right of tenure of the area of interest is current and they are expected to be recouped through sale or successful development and exploitation of the area of interest, or, where exploration and evaluation activities in the area of interest have not yet reached a stage that permits reasonable assessment of the existence of economically recoverable reserves and active and significant operations in, or in relation to, the area of interest are continuing. Exploration and evaluation assets are assessed for impairment if sufficient data exists to determine technically feasibility and commercial viability or facts and circumstances suggest that the carrying value amount exceeds the recoverable amount. 40 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 1.3 SIGNIFICANT ACCOUNTING POLICIES (continued) Exploration and evaluation assets are tested for impairment when any of the following facts and circumstances exist     The term of the exploration license in the specific area of interest has expired during the reporting period or will expire in the near future, and is not expected to be renewed; Substantive expenditure on further exploration for an evaluation of mineral resources in the specific area are not budgeted nor planned; Exploration for and evaluation of mineral resources in the specific area have not led to the discovery of commercially viable quantities of mineral resources and the decision was made to discontinue such activities in the specific area; or Sufficient data exists to indicate that, although a development in the specific area is likely to proceed, the carrying amount of the exploration and evaluation asset is unlikely to be recovered in full from successful development or by sale. Areas of interest which no longer satisfy the above policy are considered to be impaired and are measured at their recoverable amount, with any subsequent impairment loss recognised in the profit and loss. Development properties Development properties are carried at balance sheet date at cost less accumulated impairment losses. Development properties represent the accumulation of all exploration, evaluation and acquisition costs in relation to areas where the technical feasibility and commercial viability of the extraction of gas resources in the area of interest are demonstrable and all key project permits, approvals and financing are in place. When there is low likelihood of the development property being exploited, or the value of the exploitable development property has diminished below cost, the asset is written down to its recoverable amount. Production properties Production properties are carried at balance sheet date at cost less accumulated amortisation and accumulated impairment losses. Production properties represent the accumulation of all exploration, evaluation and development and acquisition costs in relation to areas of interest in which production licences have been granted and the related project has moved to the production phase. Amortisation of costs is provided on the unit-of-production basis, separate calculations being performed for each area of interest. The unit-of-production base results in an amortisation charge proportional to the depletion of economically recoverable reserves. The amortisation rate incurred in the period for each project in production phase is as follows: 2014 Castello 13.16% Sillaro 17.66% 2013 12.70% 12.10% Amortisation of resource properties commences from the date when commercial production commences. When the value of the exploitable production property has diminished below cost, the asset is written down to its recoverable amount. The Group reviews the recoverable amount of resource property costs at each reporting date to determine whether there is any indication of impairment. If any such indication exists then the asset’s recoverable amount is estimated (refer Note 1.3 (c) (ii)) A n n u a l R e p o r t 2 0 1 4 | 41 Notes to the Financial Statements (Continued) NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 1.3 (h) SIGNIFICANT ACCOUNTING POLICIES (continued) PROVISIONS Rehabilitation costs Long term environmental obligations are based on the Group’s environmental and rehabilitation plans, in compliance with current environmental and regulatory requirements. Full provision is made based on the net present value of the estimated cost of restoring the environmental disturbances that have occurred up to the balance sheet date and abandonment of well sites and production fields. Increases due to additional environmental disturbances, relating to the development of an asset, are capitalised and recorded in resource property costs, and amortised over the remaining useful lives of the areas of interest. The net present value is determined by discounting the expected future cash flows at a pre-tax rate that reflects current market assessments of the time value of money and risks specific to the liability. Annual increases in the provision relating to the unwind of the discount rate are accounted for in the income statement as finance expense. The estimated costs of rehabilitation are reviewed annually and adjusted against the relevant rehabilitation asset, as appropriate for changes in legislation, technology or other circumstances including drilling activity and are accounted for on a prospective basis. Cost estimates are not reduced by potential proceeds from the sale of assets. (i) FINANCE INCOME AND EXPENSES Finance income comprises interest income on funds invested and foreign currency gains. Interest income is recognised as it accrues in profit or loss, using the effective interest method. Finance expenses comprise interest expense on borrowings or other payables and unwinding of the discount of provisions and changes in the fair value of financial assets through profit and loss. Borrowing costs that are not directly attributable to the acquisition, construction or production of qualifying assets are recognised in profit or loss using the effective interest method. Foreign currency gains and losses are reported as net amounts. (j) EMPLOYEE BENEFITS (i) Long-term service benefits The Group’s net obligation in respect of long-term service benefits is the amount of future benefit that employees have earned in return for their service in the current and prior periods. The obligation is calculated using expected future increases in wage and salary rates including on-costs and expected settlement dates, and is discounted using the rates attached to the Government bonds at the balance sheet date which have maturity dates approximating to the terms of the Group’s obligations. (ii) Wages, salaries, annual leave, sick leave and non-monetary benefits Liabilities for employee benefits for wages, salaries, annual leave and sick leave that are expected to be settled within 12 months of the reporting date represent present obligations resulting from employees services provided to reporting date, are calculated at undiscounted amounts based on remuneration wage and salary rates that the Group expects to pay as at reporting date including related on-costs, such as workers compensation insurance and payroll tax. (iii) Superannuation The Group contributes to defined contribution superannuation plans. Contributions are recognised as an expense as they are due. 42 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 1.3 (k) SIGNIFICANT ACCOUNTING POLICIES (continued) FOREIGN CURRENCY (i) Functional and presentation currency Items included in the financial statements of each of the Group’s entities are measured using the currency of the primary economic environment in which the entity operates (“the functional currency”). The consolidated financial statements are presented in Euro, which is PVE functional and presentation currency (refer note 1.2 (d)). (ii) Foreign currency transactions Foreign currency transactions are translated into the functional currency using the exchange rates prevailing at the dates of the transactions. Foreign exchange gains and losses resulting from the settlement of such transactions and from the translation at year-end exchange rates of monetary assets and liabilities denominated in foreign currencies are recognised in profit or loss as finance income or expense. Non-monetary assets and liabilities denominated in foreign currencies are translated at the date of transaction or the date fair value was determined, if these assets and liabilities are measured at fair value. Foreign currency differences arising on retranslation are recognised in profit and loss, except for differences arising on the retranslation of available-for-sale equity instruments, a financial liability designated as a hedge of the net investment in a foreign operation, or qualifying cash flow hedges, which are recognised directly in equity. (iii) Foreign operations The assets and liabilities of foreign operations, including goodwill and fair value adjustments arising on consolidation are translated to Euro at foreign exchange rates ruling at the balance sheet date. The revenues and expenses of foreign operations are translated to Euro at rates approximating the foreign exchange rates ruling at the dates of the transactions. Foreign exchange differences arising on retranslation are recognised directly in a separate component of equity. Foreign exchange gains and losses arising from monetary items receivable from or payables to a foreign operation, the settlement of which is neither planned nor likely in the foreseeable future, are considered to form part of a net investment in a foreign operation and are recognised directly in equity in the foreign currency translation reserve. A n n u a l R e p o r t 2 0 1 4 | 43 Notes to the Financial Statements (Continued) NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 1.3 (l) SIGNIFICANT ACCOUNTING POLICIES (continued) EARNINGS/LOSS PER SHARE Basic earnings per share (“EPS”) is calculated by dividing the net profit attributable to members of the parent entity for the reporting period, after excluding any costs of servicing equity (other than ordinary shares and converting preference shares classified as ordinary shares for EPS calculation purposes), by the weighted average number of ordinary shares of the Company, adjusted for any bonus issue. Diluted EPS is calculated by dividing the net profit attributable to members of the parent entity, adjusted by the after tax effect of financing costs associated with dilutive potential ordinary shares and the effect on revenues and expenses of conversion to ordinary shares associated with dilutive potential ordinary shares, by the weighted average number of ordinary shares and dilutive potential ordinary shares adjusted for any bonus issue. (m) OTHER INDIRECT TAXES Revenue, expenses and assets are recognised net of the amount of goods and services tax (GST) and value added tax (VAT) except where the amount of GST or VAT incurred is not recoverable from the taxation authority. In these circumstances, the GST or VAT is recognised as part of the cost of acquisition of the asset or as part of the expense. Receivables and payables are stated with the amount of GST or VAT included. The net amount of GST or VAT recoverable from, or payable to, the relevant taxation authority is included as a current asset or liability in the balance sheet. Cash flows are included in the statement of cash flows on a net basis. The GST and VAT components of cash flows arising from investing and financing activities which are recoverable from, or payable to, the relevant taxation authority are classified as operating cash flows. (n) SEGMENT REPORTING Determination and presentation of operating statements The Group determines and presents operating segments based on the information that internally is provided to the CEO, who is the Group’s chief operating decision maker. An operating segment is a component of the Group that engages in business activities from which it may earn revenues and incur expenses, including revenues and expenses that relate to transactions with any of the Group’s other components. An operating segment’s operating results are reviewed regularly by the CEO to make decisions about resources to be allocated to the segment and assess its performance, and for which discrete financial information is available. Segment results that are reported to the CEO include items directly attributable to a segment as well as those that can be allocated on a reasonable basis. Unallocated items comprise mainly corporate assets and income tax assets and liabilities. Segment capital expenditure is the total cost incurred during the period to acquire property, plant and equipment and resource property costs. (o) REVENUE Revenues is measured at fair value of the consideration received or receivable, net of the amount of value added tax (“VAT”) payable to the taxation authority. Revenue is recognised when the significant risks and rewards of ownership have been transferred to the buyer, recovery of the consideration is probable, the associated costs can be estimated reliably, there is no continuing management involved with the goods, and the amount of revenue can be measured reliably. 44 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) 1.3 SIGNIFICANT ACCOUNTING POLICIES (continued) Sale of gas Gas sales revenue is recognised when control of the gas passes at the delivery point. Proceeds received in advance of control passing are recognised as unearned revenue. (p) LEASED ASSETS Leases in terms of which the Group assumes substantially all the risks and rewards of ownership are classified as finance leases. Upon initial recognition the leased asset is measured at an amount equal to the lower of its fair value and the present value of the minimum lease payments. Subsequent to initial recognition, the asset is accounted for in accordance with the property, plant and equipment accounting policy. Other leases are operating leases and the leased assets are not recognised on the Group’s balance sheet. Payments made under operating leases are recognized in profit or loss on a straight line basis over the term of the lease. (q) NEW STANDARDS AND INTERPRETATIONS NOT YET ADOPTED The following standards, amendments to standards and interpretations have been identified as those which may impact the entity in the period of initial application. They are available for early adoption at 31 December 2014, but have not been applied in preparing this financial report. AASB 9 (December 2014) is a new Principal standard which replaces AASB 139. This new Principal version supersedes AASB 9 issued in December 2009 (as amended) and AASB 9 (issued in December 2010) and includes a model for classification and measurement, a single, forward-looking ‘expected loss’ impairment model and a substantially-reformed approach to hedge accounting. AASB 9 is effective for annual periods beginning on or after 1 January 2018. However, the Standard is available for early application. The own credit changes can be early applied in isolation without otherwise changing the accounting for financial instruments. The final version of AASB 9 introduces a new expected-loss impairment model that will require more timely recognition of expected credit losses. Specifically, the new Standard requires entities to account for expected credit losses from when financial instruments are first recognised and to recognise full lifetime expected losses on a more timely basis. Amendments to AASB 9 (December 2009 & 2010 editions )(AASB 2013-9) issued in December 2013 included the new hedge accounting requirements, including changes to hedge effectiveness testing, treatment of hedging costs, risk components that can be hedged and disclosures. AASB 9 includes requirements for a simpler approach for classification and measurement of financial assets compared with the requirements of AASB 139. The main changes are described below. a. Financial assets that are debt instruments will be classified based on (1) the objective of the entity's business model for managing the financial assets; (2) the characteristics of the contractual cash flows. b. Allows an irrevocable election on initial recognition to present gains and losses on investments in equity instruments that are not held for trading in other comprehensive income. Dividends in respect of these investments that are a return on investment can be recognised in profit or loss and there is no impairment or recycling on disposal of the instrument. A n n u a l R e p o r t 2 0 1 4 | 45 Notes to the Financial Statements (Continued) c. Financial assets can be designated and measured at fair value through profit or loss at initial recognition if doing so eliminates or significantly reduces a measurement or recognition inconsistency that would arise from measuring assets or liabilities, or recognising the gains and losses on them, on different bases. d. Where the fair value option is used for financial liabilities the change in fair value is to be accounted for as follows:  The change attributable to changes in credit risk are presented in other comprehensive income (OCI)  The remaining change is presented in profit or loss AASB 9 also removes the volatility in profit or loss that was caused by changes in the credit risk of liabilities elected to be measured at fair value. This change in accounting means that gains caused by the deterioration of an entity’s own credit risk on such liabilities are no longer recognised in profit or loss. Consequential amendments were also made to other standards as a result of AASB 9, introduced by AASB 2009-11 and superseded by AASB 2010-7, AASB 2010-10 and AASB 2014-1 – Part E. AASB 2014-7 incorporates the consequential amendments arising from the issuance of AASB 9 in December 2014. Management has not yet assessed the impact of the AASB 9 adoption. AASB 2014-8 limits the application of the existing versions of AASB 9 (AASB 9 (December 2009) and AASB 9 (December 2010)) from 1 February 2015 and applies to annual reporting periods beginning on after 1 January 2015. In May 2014, the AASB issued AASB 15 Revenue from Contracts with Customers. The core principle of AASB 15 is that an entity recognises revenue to depict the transfer of promised goods or services to customers in an amount that reflects the consideration to which the entity expects to be entitled in exchange for those goods or services. An entity recognises revenue in accordance with that core principle by applying the following steps: (a) Step 1: Identify the contract(s) with a customer (b) Step 2: Identify the performance obligations in the contract (c) Step 3: Determine the transaction price (d) Step 4: Allocate the transaction price to the performance obligations in the contract (e) Step 5: Recognise revenue when (or as) the entity satisfies a performance obligation Early application of this standard is permitted. AASB 2014-5 incorporates the consequential amendments to a number Australian Accounting Standards (including Interpretations) arising from the issuance of AASB 15. AASB 2014-3 amends AASB 11 to provide guidance on the accounting for acquisitions of interests in joint operations in which the activity constitutes a business. The amendments require: (a) the acquirer of an interest in a joint operation in which the activity constitutes a business, as defined in AASB 3 Business Combinations, to apply all of the principles on business combinations accounting in AASB 3 and other Australian Accounting Standards except for those principles that conflict with the guidance in AASB 11; and (b) the acquirer to disclose the information required by AASB 3 and other Australian Accounting Standards for business combinations. This Standard also makes an editorial correction to AASB 11. 46 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 2: FINANCIAL RISK MANAGEMENT Exposure to credit, market and liquidity risks arise in the normal course of the Group’s business. This note presents information about the Group’s exposure to each of the above risks, their objectives, policies and processes for measuring and managing risk, and the management of capital. Further quantitative disclosures are included throughout this financial report. Risk recognition and management are viewed as integral to the Group's objectives of creating and maintaining shareholder value, and the successful execution of the Group's strategies in gas exploration and development. The Board as a whole is responsible for oversight of the processes by which risk is considered for both ongoing operations and prospective actions. In specific areas, it is assisted by the Audit and Risk Committee. Management is responsible for establishing procedures which provide assurance that major business risks are identified, consistently assessed and appropriately addressed. (i) Credit risk The Group invests in short term deposits and trades with recognised, creditworthy third parties. There is a concentration of credit risk in relation to receivables due to indirect tax from the Italian tax authorities (see note 12). Cash and short term deposits are made with institutions that have a credit rating of at least A1 from Standard & Poors and A from Moody's. Management has a credit policy in place whereby credit evaluations are performed on all customers and parties the Company and its subsidiaries deal with. The exposure to credit risk is monitored on an ongoing basis. The maximum exposure to credit risk is represented by the carrying amount of each financial asset. (ii) Market Risk Interest rate risk The Group is primarily exposed to interest rate risk arising from its cash and cash equivalents and borrowings. The Group does not hedge its exposure to movements in market interest rates. The Group adopts a policy of ensuring that as far as possible it maintains excess cash and cash equivalents in bank accounts earning interest. Currency risk The Group is exposed to foreign currency risk on purchases that are denominated in a currency other than the respective functional currencies of consolidated entities. The currency giving rise to this risk is primarily Australian dollars. In respect to monetary assets held in currencies other than Euro, the Group ensures that the net exposure is kept to an acceptable level by minimising their holdings in the foreign currency where possible by buying or selling foreign currencies at spot rates where necessary to address short term imbalances. (iii) Capital Management The Board’s policy is to maintain a strong capital base so as to maintain investor, creditor and market confidence and to sustain future development of the business. Capital consists of issued share capital plus accumulated losses/earnings. The Board monitors accumulated losses/earnings. The Board seeks to encourage all employees of the Group to hold ordinary shares. A n n u a l R e p o r t 2 0 1 4 | 47 Notes to the Financial Statements (Continued) NOTE 2: FINANCIAL RISK MANAGEMENT (continued) The Board seeks to maintain a balance between the higher returns that might be possible with higher levels of borrowings and the advantages and security afforded by a sound capital position from shareholders. The Group does not have a defined share buy-back plan and there were no changes in the Group’s approach to capital management during the year. There are no externally imposed restrictions on capital management. (iv) Liquidity Risk The Group's approach to managing liquidity is to ensure, as far as possible, that it will always have sufficient liquidity to meet its liabilities when due. Management prepares monthly cash flow forecasts taking into consideration debt facility obligations. Capital expenditures are planned around cash flow availability. . NOTE 3: REVENUE Gas sales NOTE 4: EMPLOYEE BENEFIT EXPENSES Wages and salaries Contributions to defined contribution plans NOTE 5: CORPORATE OVERHEADS Corporate overheads comprises: Company administration and compliance Professional fees Office costs Travel and entertainment Other expenses CONSOLIDATED 2014 € 2013 € 5,033,833 6,662,777 1,071,316 1,978,148 214,579 53,036 1,285,895 2,031,184 193,344 395,017 243,100 95,620 252,918 263,215 678,247 288,695 137,730 222,995 1,179,999 1,590,882 48 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 6: AUDITORS’ REMUNERATION Auditors of the Company Audit and review of the Group financial statements Audit of subsidiary financial statements NOTE 7: FINANCE INCOME AND EXPENSE Recognised in profit and loss: Interest income Finance income Interest expense Amortisation of borrowing costs Unwind of discount on site restoration provision Foreign exchange losses (net) Finance expense Net finance expense CONSOLIDATED 2014 € 47,780 - 2013 € 57,180 6,157 47,780 63,337 526 526 22,333 22,333 296,392 314,955 129,092 93,739 179,280 163,287 7,639 66,225 612,403 638,206 (611,877) (615,873) A n n u a l R e p o r t 2 0 1 4 | 49 Notes to the Financial Statements (Continued) NOTE 8: INCOME TAX EXPENSE Current tax Current year Deferred tax Origination and reversal of temporary differences Deferred tax benefit Total income tax (benefit) / expense CONSOLIDATED 2014 € 2013 € 89,134 74,560 53,872 (142,044) 53,872 (142,044) 143,006 (67,484) Numerical reconciliation between tax expense and pre-tax accounting profit / (loss) Loss for the year before tax (1,119,356) (5,863,750) Income tax (benefit) / expense using the Company’s domestic tax rate of 30 per cent (2013: 30%) (335,807) (1,759,125) Non-deductible expenses: Borrowing costs IFRS adjustments Other Effect of tax rates in foreign jurisdictions Current year losses and temporary differences for which no deferred tax asset was recognised Changes in temporary differences Utilisation of tax losses Tax effect of regional taxes in Italy – current Income tax (benefit) / expense 3,027 72,533 238,037 132,265 43,133 17,740 (13,284) 9,796 208,857 1,384,748 56,029 (146,119) - - 89,134 74,560 143,006 (67,484) 50 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 9: EARNINGS PER SHARE Basic earnings / (loss) per share (€ cents) CONSOLIDATED 2014 € 2013 € (1.03) (4.76) The calculation of earnings per share was based on the loss attributable to shareholders of €1,262,362 (2013: €5,796,266) and a weighted average number of ordinary shares outstanding during the year of 122,414,063 (2013: 121,728,447). Diluted earnings / (loss) per share is the same as basic earnings / (loss) per share. The number of weighted average shares is calculated as follows: Number of shares on issue at beginning of the year 3,850,000 issued on 7 March 2013 No. of days 365 300 2014 Weighted average no. 2013 Weighted average no. 122,414,063 118,564,063 - 3,164,384 122,414,063 121,728,447 NOTE 10: CASH AND CASH EQUIVALENTS (a) Cash and cash equivalents (b) Reconciliation of cash flows from operating activities Loss Adjustment for non-cash items: Unrealised net foreign exchange loss Depreciation and amortisation Resource property costs impairments Unwind of discount on site restoration provision Amortisation of borrowing costs Change in operating assets and liabilities: Increase in receivables Increase / (decrease) in trade and other payables Increase in provisions Increase in deferred tax assets Net cash inflow from operating activities 1,579,585 1,528,633 (1,262,362) (5,796,266) - 2,257,850 20,180 179,280 129,092 1,589,646 (1,063,809) 41,322 53,872 1,945,071 66,225 2,344,062 5,096,007 163,287 93,739 1,206,575 225,781 24,567 (142,044) 3,281,933 A n n u a l R e p o r t 2 0 1 4 | 51 Notes to the Financial Statements (Continued) NOTE 11: INVENTORY Non - Current Well equipment – at cost CONSOLIDATED 2014 € 2013 € 783,669 634,694 Well equipment represents inventory expected to be utilised in future development of known wells with specific characteristics. NOTE 12: TRADE AND OTHER RECEIVABLES Current Trade receivables Accrued gas sales revenue Sundry debtors Deposit (b) Indirect taxes receivable (a) 443,211 - 131,423 202,485 308,999 587,255 648,695 298,645 202,238 938,931 1,086,118 2,675,764 The Group’s exposure to credit and currency risks and impairment losses related to trade and other receivables are disclosed in Note 21. (a) Included in receivables are Italian indirect taxes recoverable as follows: Current Non-current 169,718 799,650 - - The indirect taxes relate to Italian Value Added Tax (“VAT”), which is typically 22% of invoiced amounts (with certain exceptions). The extent of VAT that has not been recovered from the Italian authorities is recognised on the balance sheet as a receivable. PVE expects to recover this receivable through reducing VAT remitted on sales, reducing the Group’s obligation to pay employee taxes to the authorities and/or applying for an annual refund (capped at the lowest amount of VAT credits generated in any of the past 3 years). The current portion receivable is estimated to be recoverable in the next twelve months. VAT remitted on oil and gas sales in Italy is 10%. A significant VAT refund was received during the year. (b) The deposit with Nedbank Group Ltd earned interest at 0.15% during the period. 52 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 13: PROPERTY PLANT & EQUIPMENT Office Furniture & Equipment: At cost Accumulated depreciation Gas producing plant and equipment At cost Accumulated depreciation Reconciliations: Reconciliation of the carrying amounts for each class of Plant & equipment are set out below: Office Furniture & Equipment: Carrying amount at beginning of year Additions/Reclassification Disposals Depreciation expense Carrying amount at end of year Gas Producing plant and equipment: Carrying amount at beginning of period Additions / Reclassification Depreciation expense Impairment (refer note 14) Carrying amount at end of period CONSOLIDATED 2014 € 2013 € 200,672 (170,825) 200,132 (157,034) 29,847 43,098 8,483,197 (5,479,223) 3,003,974 3,033,821 8,402,751 (4,873,684) 3,529,067 3,572,165 43,098 540 - (13,791) 55,584 5,920 - (18,406) 29,847 43,098 3,529,067 80,446 (605,539) - 5,581,184 733,784 (621,688) (2,164,213) 3,003,974 3,529,067 3,003,821 3,572,165 A n n u a l R e p o r t 2 0 1 4 | 53 Notes to the Financial Statements (Continued) NOTE 14: RESOURCE PROPERTY COSTS Resource Property costs Exploration Phase Development Phase Production Phase CONSOLIDATED 2014 € 2013 € 11,624,796 10,060,661 - - 8,156,839 9,811,589 19,781,635 19,872,250 Reconciliation of carrying amount of resource properties Exploration Phase Carrying amount at beginning of period 10,060,661 7,272,641 Exploration expenditure 1,584,315 2,518,277 Change in estimate of rehabilitation assets - 344,638 Impairment losses Carrying amount at end of period (20,180) (74,895) 11,624,796 10,060,661 Resource property costs in the exploration and evaluation phase have not yet reached a stage which permits a reasonable assessment of the existence of or otherwise of economically recoverable reserves. The ultimate recoupment of resource property costs in the exploration phase is dependent upon the successful development and exploitation, or alternatively sale, of the respective areas of interest at an amount greater than or equal to the carrying value. Production Phase Carrying amount at beginning of period 9,811,589 14,744,969 Additions / Reclass to property plant & equipment 4,112 (244,992) Change in estimate of rehabilitation assets - (127,521) Amortisation of producing assets (1,658,862) (1,703,968) Impairment loss - (2,856,899) Carrying amount at end of period 8,156,839 9,811,589 Increases in the discount rates or changes in other key assumptions, such as gas pricing, operating costs or production rates, may cause the values of cash generating units to exceed their recoverable amounts. The directors believe that no reasonably possible change in any of the above key assumptions would cause the carrying value of the cash generating unit to materially exceed its recoverable amount due to the low carrying value. 54 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 14: RESOURCE PROPERTY COSTS (continued) Impairment losses are reconciled as follows: Impairment expense Castello gas field Exploration costs Total impairment loss CONSOLIDATED 2014 € 2013 € - (20,180) (5,021,112) (74,895) (20,180) (5,096,007) NOTE 15: DEFERRED TAX ASSETS AND LIABILITIES Recognised deferred tax assets Deferred tax assets have been recognised in respect of the following items: Tax losses Accrued expenses and liabilities Recognised deferred tax assets 1,884,192 2,030,650 432,075 339,489 2,316,267 2,370,139 The tax losses in both Italy and Australia do not expire. The deductible temporary differences do not expire under current tax legislation. Deferred tax assets have been recognised in respect of these items because it is probable that future taxable profit will be available against which the Group can utilise the benefits therefrom. Unrecognised deferred tax assets Deferred tax assets have not been recognised in respect of the following items: Tax losses Deductible temporary differences Unrecognised deferred tax assets 2,308,116 2,042,760 2,016,301 2,069,569 4,324,417 4,112,329 Deferred tax benefit will only be obtained if: (i) (ii) (iii) the relevant company derives future assessable income of a nature and of an amount sufficient to enable the benefit from the deductions for the losses to be realised; the relevant company continues to comply with the conditions for deductibility imposed by tax legislation; and No changes in tax legislation adversely affect the relevant company in realising the benefit from the deductions for the losses. A n n u a l R e p o r t 2 0 1 4 | 55 Notes to the Financial Statements (Continued) NOTE 15: DEFERRED TAX ASSETS AND LIABILITIES (continued) Movement in recognised temporary differences during the year Balance 1 Jan 2013 Profit and loss Equity Balance 31 December 2013 Profit and loss Equity Consolidated Tax losses Accrued expenses and liabilities Total recognised deferred tax asset 1,962,535 68,115 265,560 73,929 2,228,095 142,044 - - - 2,030,650 (146,458) 339,489 92,586 2,370,139 (53,872) - - - Balance 31 Dec 2014 1,884,192 432,075 2,316,267 NOTE 16: TRADE AND OTHER PAYABLES Trade payables and accruals Other payables CONSOLIDATED 2014 € 1,391,960 306,885 2013 € 2,473,179 289,475 1,698,845 2,762,654 The Group’s exposure to currency and liquidity risks related to trade and other payables are disclosed in note 21. NOTE 17: PROVISIONS Current: Employee leave entitlements Other provisions Non Current: Restoration provision Reconciliation of restoration provision: Opening balance Increase in provision due to revised estimates Increase in provision from unwind of discount rate Closing balance 119,714 60,000 179,714 138,392 - 138,392 4,168,104 3,988,825 3,988,825 - 179,279 3,608,421 217,117 163,287 4,168,104 3,988,825 Provision has been made based on the net present value of the estimated cost of restoring the environmental disturbances that have occurred up to the balance sheet date and abandonment of the well site and production fields. 56 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 18: INTEREST BEARING LOANS This note provides information about the contractual terms of the Group’s interest-bearing loans and borrowings, which are measured at amortised cost. For more information about the Group’s exposure to interest rate, foreign currency and liquidity risk, see note 21. Current liabilities Finance facility Non-current liabilities Finance facility CONSOLIDATED 2014 € 2013 € 2,968,858 - - 2,933,176 Terms and debt repayment schedule Terms and conditions of outstanding loans were as follows: Currency Nominal Interest rate Year of Maturity 31 December 2014 Carrying Face Amount Value $ $ 31 December 2013 Carrying Face Amount Value $ $ Current liabilities Secured bank loan Non-Current liabilities Secured bank loan Euro Euribor + 3.75% Euro Euribor + 3.75%% 2018 3,406,590 2,968,858 - - 2018 - - 3,500,000 2,933,176 The amount presented is disclosed net of borrowing costs of €437,732 (2013: €566,824). The company has a finance facility with Nedbank Group Ltd. The facility is a Senior Secured Revolving Reducing Borrowing Base Facility of €20 million and matures on 3 May 2018; and is secured over the assets of Northsun Italia SpA and Po Valley Operations Pty Ltd. The facility became available on 16 May 2013 and the Company drew €5,000,000 of the facility in order primarily to settle the facility previously held with Lloyds and pay transaction costs. The facility Borrowing Base is determined semi-annually by Nedbank. During the month of December 2014 Nedbank did not finalise the redetermination due to the ongoing conversations between the Company and the bank regarding financing options. At the date of this report the Bank has not finalised a redetermination exercise and therefore all the outstanding debt was reclassified as a current liability pending a formal redetermination regarding the Borrowing Base amount for 2015. The latest redetermination, incurred in June 2014, set the Borrowing Base limit for the six months to 30 June 2015 to €3,050,000 at closing date. During the month of February 2015 the Company accounted for €355,000 (difference between outstanding debt at December 31, 2014 and June 2015 Borrowing Base) in the DSRA account. At December 31, 2014 PVE was compliant with all the covenants related to the Nedbank’s facility. Interest is currently payable at Euribor plus 375 basis points. Principal repayments of €93,410 have been made during the year to December 2014 in regards to the Nedbank facility. A n n u a l R e p o r t 2 0 1 4 | 57 Notes to the Financial Statements (Continued) NOTE 19: CAPITAL AND RESERVES Share Capital Opening balance - 1 January Ordinary Shares 2014 Number 2013 Number 122,414,063 118,564,063 Shares issued during the year: Shares issued at €0.093 ($0.12) each on 7 March 2013 - 3,850,000 Closing balance – 31 December 122,414,063 122,414,063 All ordinary shares are fully paid and carry one vote per share and the right to dividends. In the event of winding up the Company, ordinary shareholders rank after creditors. Ordinary shares have no par value. No shares were issued to employees pursuant to the employees share purchase plan (2013: Nil) Translation Reserve The translation reserve comprises all foreign currency differences arising from the translation of the financial statements of foreign operations. The historical balance comprises of translation differences prior to change in functional currency of a foreign operation. Dividends No dividends were paid or declared during the current year (2013: Nil). NOTE 20: FINANCIAL REPORTING BY SEGMENTS The Group reportable segments as described in the table next page are the Group’s strategic business units. The strategic business units are classified according to field licence areas which are managed separately. All strategic business units are in Italy. For each strategic business unit, the CEO reviews internal management reports on a monthly basis. Exploration, Development and Production gas and oil are the operating segments identified for the Group. The individual exploration, development and production operation sites have been aggregated. 58 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 20: FINANCIAL REPORTING BY SEGMENTS (continued) In euro Exploration Development and Production Total 2014 € 2013 € 2014 € 2013 € 2014 € 2013 € External revenues - - 5,033,833 6,662,777 5,033,833 6,662,777 Segment (loss) / profit before tax Depreciation and amortisation Impairment on resource property costs Reportable segment assets: Resource property costs Plant & Equipment Receivables Inventory Capital expenditure Movement in rehabilitation assets Reportable segment liabilities (20,180) (74,895) 1,741,005 (1,969,566) 1,720,825 (2,044,461) - - (2,264,401) (2,325,656) (2,264,401) (2,325, 656) (20,180) (74,895) - (5,021,112) (20,180) (5,096,007) 11,624,796 10,060,661 8,156,839 9,811,589 19,781,635 19,872,250 - - - - - - 3,003,974 3,529,067 3,003,974 3,529,067 443,211 1,356,160 443,221 1,356,160 783,669 634,694 783,669 634,694 1,568,715 2,518,277 84,589 488,792 1,653,304 3,007,069 - 344,638 - (127,521) - 217,117 (2,510,250) (3,123,266) (2,807,091) (2,986,395) (5,317,341) (6,109,661) A n n u a l R e p o r t 2 0 1 4 | 59 Notes to the Financial Statements (Continued) NOTE 20: FINANCIAL REPORTING BY SEGMENTS (continued) Reconciliation of reportable segment profit or loss, assets and liabilities Profit or loss: 2014 € 2013 € Total profit / (loss) for reportable segments 1,720,825 (2,044,461) Unallocated amounts: Net finance expense Other corporate expenses Consolidated profit / (loss) before income tax Assets: Total assets for reportable segments Other assets Consolidated total assets Liabilities: Total liabilities for reportable segments Other liabilities Consolidated total liabilities Other Segment Information (611,876) (615,873) (2,228,305) (3,203,416) (1,119,356) (5,863,750) 23,986,577 25,392,171 4,624,896 5,289,190 28,611,473 30,681,361 (5,317,341) (6,109,661) (3,698,180) (3,713,386) (9,015,521) (9,823,047) All of the Group’s revenue is currently attributed to gas sales in Italy through an off-take agreement with Shell Italia. For the current year, the Group’s only customer contributed the entire revenue. 60 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 21: FINANCIAL INSTRUMENTS (a) Interest Rate Risk Exposures Profile: At the reporting date the interest rate profile of the Group’s interest-bearing financial instruments was: Variable rate instruments Financial assets Financial liabilities CONSOLIDATED 2014 € 2013 € 1,579,585 (2,968,858) (1,389,273) 1,528,633 (2,933,176) (1,404,543) Cash flow sensitivity analysis for variable rate instruments: A strengthening of 50 basis points in interest rates at the reporting date would have increased / (decreased) equity and profit and loss by the amounts shown below. This analysis assumes that all other variables, in particular foreign currency rates, remain constant. The analysis is performed on the same basis for 2013. Effect in €’s 31 December Profit or loss Equity 2014 2013 2014 2013 Variable rate instruments (17,500) (19,714) - - (b) Credit Risk Exposure to credit risk The Group is not exposed to significant credit risk. Credit risk with respect to cash is held with recognised financial intermediaries with acceptable credit ratings. The Group has limited its credit risk in relation to its gas sales in that all sales transactions fall under an off-take agreement with Shell Italia which expires in October 2015. Shell currently has an option to extend the contract a second Gas Year from October 2015 to September 2016. The Group has a concentration of credit risk exposure to its one customer (Shell Italia). Payment terms are 35 days and the customer has an investment grade credit rating. A n n u a l R e p o r t 2 0 1 4 | 61 Notes to the Financial Statements (Continued) NOTE 21: FINANCIAL INSTRUMENTS (continued) The carrying amount of the Group’s financial assets represents the maximum credit exposure and is shown in the table below. No receivables are considered past due nor were any impairment losses recognised during the period. Cash and cash equivalents Receivables – Current Other assets Note 10 12 CONSOLIDATED Carrying Amount 2014 € 1,579,585 1,086,118 30,378 2013 € 1,528,633 2,675,764 27,716 2,696,081 4,232,113 (c) Liquidity risk The following are the contractual maturities of financial liabilities, including estimated interest payments: Consolidated 31 December 2014 In € Carrying amount Contractual cash flows 6 months or less 6 to 12 months 1 – 2 Years 2 – 5 Years Trade and other payables Secured bank loan (1,698,845) (1,698,845) (1,698,845) - (2,968,858) (4,667,703) (3,841,384) (5,540,229) (355,000) (2,053,845) (3,486,384) (3,486,384) - - - - - - Consolidated 31 December 2013 In € Carrying amount Contractual cash flows 6 months or less 6 to 12 months 1 – 2 Years 2 – 5 Years Trade and other payables Secured bank loan (2,762,654) (2,762,654) (2,762,654) - - - (2,933,176) (5,695,830) (4,088,316) (6,850,970) (67,883) (2,830,537) (67,883) (67,883) (135,766) (135,766) (3,816,784) (3,816,784) (d) Net Fair Values of financial assets and liabilities The carrying amounts of financial assets and liabilities (excluding borrowing costs) as disclosed in the balance sheet equate to their estimated net fair value. 62 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 21: FINANCIAL INSTRUMENTS (continued) (e) Foreign Currency Risk The Group is exposed to foreign currency risk on purchases and borrowings that are denominated in a currency other than Euro. The currency giving rise to this risk is primarily Australian Dollars. Amounts receivable/(payable) in foreign currency other than functional currency: Cash Current – Payables Net Exposure CONSOLIDATED 2014 € 17,652 (39,479) (21,827) 2013 € 10,549 (19,341) (8,792) The following significant exchange rates applied during the year: Australian Dollar ($) Sensitivity Analysis Average rate 2014 0.6792 2013 0.7293 Reporting date spot rate 2014 0.6710 2013 0.6445 A 10 percent strengthening of the Australian dollar against the Euro (€) at 31 December would have increased (decreased) equity and profit and loss by the amounts shown below. This analysis assumes that all other variables, in particular interest rates, remain constant. The analysis is performed on the same basis for 2012. 31 December 2014 Australian Dollar to Euro (€) 31 December 2013 Australian Dollar to Euro (€) CONSOLIDATED Profit or loss € 1,373 Equity € - 375 - A 10 percent weakening of the Australian dollar against the Euro (€) at 31 December would have the equal but opposite effect on the above currencies to the amounts shown above, on the basis that all other variables remain constant. A n n u a l R e p o r t 2 0 1 4 | 63 Notes to the Financial Statements (Continued) NOTE 22: COMMITMENTS AND CONTINGENCIES Contractual Commitments and contingencies There are no material commitments or contingent liabilities not provided for in the financial statements of the Company or the Group as at 31 December 2014. NOTE 23: RELATED PARTIES KEY MANAGEMENT PERSONNEL COMPENSATION The key management personnel compensation included in employee benefit expenses (see note 4) is as follows: Short-term employee benefits Termination benefits Other long term benefits Post-employment benefits Share-based payments Consolidated 2014 € 376,000 - - 9,742 - 385,742 2013 € 526,569 51,552 - 8,106 - 586,227 64 | A n n u a l R e p o r t 2 0 1 4 Notes to the Financial Statements (Continued) NOTE 24: PARENT ENTITY DISCLOSURES Financial Position Assets Current assets Non-current assets Total assets Liabilities Current liabilities Non-current liabilities Total liabilities Net Assets Equity Issued capital Accumulated losses Total equity Financial Performance Loss Other comprehensive loss Total Comprehensive loss 2014 € 2013 € 1,232,577 21,504,730 22,737,307 1,494,044 32,375,760 33,869,804 3,141,355 - 3,141,355 170,050 2,933,176 3,103,226 19,595,952 30,766,578 45,819,924 (26,223,972) 19,595,952 45,819,924 (15,053,346) 30,766,578 (11,170,626) - (11,170,626) (6,523,242) - (6,523,242) NOTE 25: INTERESTS IN OTHER ENTITIES Subsidiaries The parent and ultimate controlling party of the Group is Po Valley Energy Limited. The investments held in controlled entities are included in the financial statements of the parent at cost less any impairment loss. Set out below is a list of the significant subsidiaries of the Group: Name: Country of Incorporation Class of Shares 2014 Investment € 2013 Investment € Holding % Northsun Italia S.p.A (“NSI”) Po Valley Operations Pty Limited (“PVO”) Italy Ordinary 21,083,268 21,083,268 100 Australia Ordinary 631,056 21,714,324 631,056 21,714,324 100 A n n u a l R e p o r t 2 0 1 4 | 65 Notes to the Financial Statements (Continued) NOTE 26: INTEREST IN JOINT ARRANGEMENTS The Group’s interests in joint arrangements at 31 December 2014 is as follows: Joint Operation Manager Group’s Interest La Prospera Northsun Italian S.p.A 75% (2013: 75% ) Cascina Castello Northsun Italian S.p.A 90% (2013:100%) Principal Activity (Exploration) Gas Gas The Group’s interest in assets employed in the above joint venture includes capitalised exploration phase expenditure totalling €2,937,104 (2013: €2,773,303). These amounts are included under resource property costs (note 14). NOTE 27: SUBSEQUENT EVENT Nedbank debt facility redetermination: based on June 2014 redetermination, in January 2015 the preliminary non formalized assessment of the Borrowing Base redetermination resulted in a borrowing limit of €3,051,000 for the first half of 2015. The Company thus transferred €355,590 on the DSRA account during the month of January 2015. At the date of closing of the Financial Statements this sum is still sitting in the DSRA account while the bank is in the process of finalizing the Borrowing Base redetermination. Other than matters already disclosed in this report, there were no other events between the end of the financial year and the date of this report that, in the opinion of the Directors, affect significantly the operations of the Group, the results of those operations, or the state of affairs of the Group 66 | A n n u a l R e p o r t 2 0 1 4 DIRECTOR’S DECLARATION 1. In the opinion of the Directors of Po Valley Energy Ltd (“the Company”): i) the financial statements and notes, as set out on pages 30 to 66, and the remuneration disclosures that are contained in the Remuneration report in the Directors’ report, are in accordance with the Corporations Act 2001, including: a. b. giving a true and fair view of the Group’s financial position as at 31 December 2014 and of its performance, for the financial year ended on that date; and complying with Australian Accounting Standards (including the Australian Accounting Interpretations) and the Corporations Regulations 2001; ii) subject to the matters disclosed in Note 1.2(c), there are reasonable grounds to believe that the Company will be able to pay its debts as and when they become due and payable. 2. The Directors have been given the declarations required by 295A of the Corporations Act 2001 by the acting chief executive officer and chief financial officer for the financial year ended 31 December 2014. 3. The Directors draw attention to Note 1.2 to the Financial Statements which include a statement of compliance with International Financial Reporting Standards. Dated at Sydney this 26th day of March 2015. Signed in accordance with a resolution of the Directors: Graham Bradley Chairman Kevin Eley Non-Executive Director A n n u a l R e p o r t 2 0 1 4 | 67 68 | A n n u a l R e p o r t 2 0 1 4 A n n u a l R e p o r t 2 0 1 4 | 69 Shareholders Information 2014-2015 Additional information required by the Australian Stock Exchange Limited Listing Rules and not disclosed elsewhere in this report is set out below. The information was prepared based on the share registry information processed up to 19 March 2015. SHAREHOLDING SUBSTANTIAL SHAREHOLDERS Name Michael Masterman Hunter Hall Investment Management Pty Ltd Kevin Bailey * Beronia Investments Pty Ltd* * includes related party interests DISTRIBUTION OF SHARES Number of Percentage of Ordinary Shares Held Capital Held % 33,626,222 21,365,804 7,538,707 7,112,782 27.47 17.45 6.16 5.81 Size of Holdings Number of Holders Number of Shares Percentage of Capital Held % 1 - 1000 1,001 - 5,000 5,001 - 10,000 10,001 - 100,000 100,001 - over Unmarketable Parcels 176 178 101 270 88 813 399 50,015 530,714 816,881 9,193,897 111,822,556 122,414,063 864,839 0.04 0.43 0.67 7.51 91.35 100 0.71 VOTING RIGHTS OF SHARES AND OPTION Refer to Note 19 ON-MARKET BUY-BACK There is no current market buy-back 70 | A n n u a l R e p o r t 2 0 1 4 Shareholders Information 2014-2015 TWENTY LARGEST SHAREHOLDERS Name Number of Ordinary Percentage of Share Held Capital Held % 1 J P Morgan Nominees Australia Limited 24,333,349 19.88 2 Michael Masterman 3 Mr Michael George Masterman 4 Kevin Bailey Corporation Pty Ltd 5 Joan Masterman 6 Mr Laurie Mark Macri 7 Greenvale Asia Limited 8 Symmall Pty Ltd 24,163,632 19.74 6,654,758 5,038,707 4,788,444 5.44 4.12 3.91 4,000,000 3.27 2,938,977 2,807,832 2.40 2.29 9 Beronia Investments Pty Ltd 2,776,202 2.27 10 Mr Kevin Bailey and Mrs Grace Bailey < Bailey family A/C> 11 Beronia FS Pty Ltd 12 Beronia FS Pty Ltd 13 Mr John Fyfe & Mrs Evelyn Fyfe < Fyfe family A/C> 2,300,000 1,680,000 1.88 1.37 1,600,240 1.31 1,400,000 1,14 14 Tucabia Investments Pty Ltd 1,347,070 1.10 15 Tangar Boring & Excavations Pty Ltd 16 Beronia Investments Pty Ltd 17 Mr Chris Carr & Mrs Betsy Carr 17 Mr Cary Wesley Christian 18 McIndoe Superannuation Fund Pty Ltd 19 Mr Stephen Lloyd Jones 1,288,653 1.05 1,171,721 0.96 1,000,000 0.82 1,000,000 0.82 978,592 0.80 910,000 0.74 20 Equitas Nominee Pty Ltd 873,880 0.71 92,978,307 75.95% A n n u a l R e p o r t 2 0 1 4 | 71 Technical Summary In December 2013 the ASX introduced new reporting requirements for oil and gas activities through amendments to Chapter 5 of the Listing Rules. The new reporting requirements include general requirements applicable to the public reporting of petroleum resources and also require specific information to be included in the oil and gas exploration entity’s Annual Report. The following information is provided in order to comply with Chapter 5 of the Listing Rules: 1) TENEMENTS The Company’s operations are located entirely in the north of Italy, in the Lombardy and Emilia Romagna regions. The Company’s core portfolio includes a total of 14 onshore assets and 1 offshore license. Total acreage position of the Company is circa 2,000 km2. For an illustration of each asset’s location please refer to the map and table below. As at 31 December 2014 all tenements are 100% owned with exception of Cascina Castello Bezzecca (90%), Cadelbosco (85%), La Prospera (75%) and Zanza (75%). Zanza can be considered the possible extension towards the south of the same play discovered in Gradizza. For this reason the Company and its joint ventures partners Petrorep Italiana Spa and AleAnna Resources LLC submitted a new exploration licence application in the same equity percentages as La Prospera. The application is still under review at Ministry level. The Farmin agreement for La Prospera was completed in May 2013 with AleAnna Resources LLC and Petrorep Italiana Spa for disproportionate funding by the new partners for the drilling cost of the Gradizza-1 well, leaving the Company with 75% equity in the La Prospera licence post promote; Petrorep at 15% and AleAnna at 10%. Additionally in 1Q 2014 the Company submitted the application for the Gradizza production concession which resulted in a preliminary production concession granted in November 2014. The Farmin Agreement for Cadelbosco was completed in June 2012 with Petrorep Italiana Spa for its 15% interest; Petrorep committed to a promoted share of future drilling expenditures and reimbursement on past costs. In 4Q 2014, the Company successfully concluded a third farm-in with Petrorep Italiana Spa for a 10% interest in the Cascina Castello Bezzecca production concession. Petrorep committed to a promoted share of future development expenditures. 72 | A n n u a l R e p o r t 2 0 1 4 Technical Summary Tenement Location Interest held for 2014 Sillaro (derived from Crocetta Expl. Licence) Italy, Emilia Romagna, Bologna GRANTED Cascina Castello (derived from C.S. Pietro Expl. Licence) Italy, Lombardia Cremona I N O S S E C N O C . D O R P I S T M R E P N O T A R O L P X E I PREL. AWARDED GRANTED PREL. AWARDED IN APPLICATION Cascina Castello extension (derived from C.S. Pietro Expl. Licence) Italy, Lombardia Lodi Sant'Alberto (derived from San Vincenzo Expl. Licence) Italy, Emilia Romagna, Bologna Gradizza (derived from La Prospera Expl. Licence) Italy, Emilia Romagna, Ferrara AR94PY Cadelbosco di Sopra Grattasasso Podere Gallina La Prospera Opera Crocetta Tozzona La Risorta Italy, Adriatic Offshore Italy, Emilia Romagna Italy, Emilia Romagna Italy, Emilia Romagna Italy, Emilia Romagna Italy, Lombardia Italy, Emilia Romagna Italy, Emilia Romagna Italy, Emilia Romagna & Veneto Torre del Moro Italy, Emilia Romagna. Zanza Italy, Emilia Romagna 75% 100% 100% 90% 100% 75% 100% 85% 100% 100% 75% 100% 100% 100% 100% 100% 2) RESERVES & RESOURCES The following table summarises the status of the Company’s Reserves & Resources as at 31 December 2014. With the exception of Gradizza and Vitalba, these figures were independently evaluated by the geological and petroleum reservoir consultancy UK firm Robertson CGG during 2013 and as regards Sillaro and Bezzecca in 2014 and are based upon independent evaluations in accordance with SPE/WPC/AAPG/SPEE Petroleum Resource Management System. We note that the Contingent Resource assessment for the Gradizza-1 well (drilled in August 2013) reported in the 2013 Annual Report and unchanged in 2014 was internally evaluated under the supervision of the qualified petroleum reserves and resources evaluator, Mr. Greg Short. A n n u a l R e p o r t 2 0 1 4 | 73 Technical Summary Licence Project Reserves Contingent Resources Prospective Resources Gas Bcf 2P 3P 1C 2C 3C Low Best High 4.7 5.5 0.5 1.5 1P 2.2 0.5 1.4 1.6 2.2 2.4 3.1 3.2 7.9 15.9 25.0 1.2 3.3 14.6 34.8 9.5 7.0 16.6 8.8 18.3 4.7 20.5 40.6 15.6 10.8 24.7 11.3 24.4 5.0 7.3 47.0 73.0 2.1 10.2 29.1 5.3 4.1 10.6 7.0 13.8 3.3 29.0 UNDER REVIEW UNDER REVIEW Sillaro Sillaro Vitalba West Vitalba Quaternary West Vitalba Pliocene Cascina Castello Cascina Castello ext Bezzecca [Net] 2.7 3.8 5.2 Sant’Alberto Santa Maddalena Gradizza Gradizza [Net] 1.8 1.2 2.1 2.7 2.8 6.6 AR94PY Teodorico PL3-C Crocetta Fantuzza Zini (Qu-B) [Net] Cadelbosco Canolo (Qu-A) [Net] di Sopra Canolo (Plioc) [Net] Zini(Qu-A) [Net] 34.6 47.3 62.2 0.4 0.9 0.6 0.3 4.3 2.3 0.9 3.1 6.9 3.9 1.4 8.9 Selva Strat. (Podere Maiar-1) 11.4 17.0 23.0 Podere Gallina La Prospera Cembalina Fondo Perino East Selva Pioppette [Net] Capitello [Net] Ariano La Risorta Corcrevà D. delle Anime Barona Lead Opera Lead Opera T. del Moro Tozzona Licence Project Cadelbosco Bagnolo in Piano Grattasasso Ravizza 74 | A n n u a l R e p o r t 2 0 1 4 Contingent Resources Oil, MMbbls 1C 3.7 2.2 2C 4.3 5.7 3C 5.1 10.7 Technical Summary Qualified Petroleum Reserves and Resources Evaluator: Statements in this Annual Report regarding estimates of petroleum Reserves and Contingent and Prospective Resources and the Reserves statement are based on and fairly represent information and supporting documentation prepared under the supervision of Mr Gregory Short, a non-executive director of Po Valley Energy Limited. Mr Short is a geologist with over 40 years of oil and gas industry experience and a member of AAPG. Mr Short has approved the Reserves statement as a whole and has consented to: (a) the inclusion of the estimated petroleum Reserves and Contingent and Prospective Resources and supporting information in this Annual Report in the form and context in which they are presented; and (b) the inclusion of the Reserves statement in this Annual Report in the form and context in which it appears. RESERVES are those quantities of hydrocarbon anticipated to be commercially recoverable by application of development projects to known accumulations from a given date forward under defined conditions. Proved Reserves are those quantities of hydrocarbon, which, by analysis of geoscience and engineering data, can be estimated with reasonable certainty to be commercially recoverable, from a given date forward, from known reservoirs and under defined economic conditions, operating methods, and government regulations (1P). Probable Reserves are those additional reserves which analysis of geoscience and engineering data indicate are less likely to be recovered than proved reserves but more certain to be recovered than possible reserves. It is equally likely that actual remaining quantities recovered will be greater than or less than the sum of the estimated Proved plus Probable Reserves (2P). Possible Reserves are those additional reserves which analysis of geoscience and engineering data suggest are less likely to be recoverable than probable reserves. The total quantities ultimately recovered from the project have a low probability to exceed the sum of proved plus probable plus possible (3P) Reserves, which is equivalent to the high estimate scenario. CONTINGENT RESOURCES are those quantities of hydrocarbon estimated, as of a given date, to be potentially recoverable from known accumulations, but the applied project(s) are not yet considered mature enough for commercial development due to one or more contingencies. PROSPECTIVE RESOURCES are those quantities of hydrocarbon that may potentially be recovered by the application of a future development project(s) relate to undiscovered accumulations. These estimates have both an associated risk of discovery and a risk of development. Further exploration appraisal and evaluation is required to determine the existence of a significant quantity of potentially moveable hydrocarbons. For Contingent Resources, the general cumulative terms low/best/high estimates are denoted as 1C/2C/3C respectively. For Prospective Resources, the general cumulative terms low/best/high estimates still apply. No specific terms are defined for incremental quantities within contingent and Prospective Resources. Company Reserves Gas, Italy (bcf) Developed (Sillaro Pliocene + Vitalba) Undeveloped (Sillaro Miocene + Bezzecca [net]+ Sant’Alberto + Gradizza [net]) Total Reserves Reserves as at 31 December 2014* 2P 1P Reserves as at 31 December 2013 2P 1P 2.7 5.7 8.4 3.8 10.0 13.8 5.4 3.0 6.9 4.2 8.4 11.1 *The Reserves calculated above include the reclassification of a portion of the Miocene target (formerly the western accumulation of the Fantuzza structure) to Sillaro undeveloped probable Reserves (P2). A n n u a l R e p o r t 2 0 1 4 | 75 Technical Summary The variation in developed Reserves (1P and 2P) reflects, in part, production from the fields (Sillaro 0.62 bcf and Vitalba 0.11 bcf) achieved during 2014 and to a larger degree the downgrade of reserve estimates for both fields as a result of water arrival and associated sand production from some completions at the Sillaro field and increased water production at Vitalba. More specifically, the water cuts at the Sillaro field on the main producing level in late October 2014 led to a reduction of approximately 2 bcf of 1P Reserves whilst 2P Reserves for this field remained relatively unchanged decreasing by 0.21 bcf. This is largely due to the fact that 1.45 bcf of Fantuzza 2C Resources have been moved to Sillaro P2 Reserves following a reclassification of a portion of the Miocene target (formerly the western accumulation of the Fantuzza structure) which lies directly below the Sillaro field. Please refer to the announcement released to the ASX on 9 January 2015 titled “Sillaro Field Reserves Revision & Production Forecast” for further details. As regards Vitalba, a recent acceleration in water production compared to previous estimates has led to the conclusion that a shale barrier lies between the existing perforated area and the lower reservoir level (which is not perforated). The P2 Reserve estimates for this field were reduced accordingly from approximately 0.8 bcf to zero. The increase in the Company’s 1P and 2P undeveloped Reserves reflects the reclassification of 1C and 2C Resources related to gas fields Sant’Alberto and Gradizza following the preliminary production concession awarded from the Ministry of Economic Development in June and November 2014 respectively and the Sillaro Miocene reserves described above. Importantly, the increase in 1P and 2P undeveloped Reserves was slightly offset by the decrease in Bezzecca Reserves following the farm in by Petrorep Italiana Spa in 4Q 2014. Specifically, the 1P and 2P Reserves for the Bezzecca field are now shown net of the 10% participating interest. In regards to the future development of the undeveloped Reserves the Company states that Sillaro Miocene, Bezzecca, Sant’Alberto and Gradizza Reserves have been classified undeveloped under the SPE-PRMS definition as they are expected to be recovered through future investments. The Company is currently in the process of securing the funding to commence the installation of the infrastructure to bring the Bezzecca gas field into production, including a 7km pipeline. As previously stated, 1P and 2P Reserves for Bezzecca represented in the table are net of the 10% equity interest that was farmed out to Petrorep Italiana Spa in 4Q 2014. As regards Sant’Alberto, the Environmental Impact Assessment (EIA) of the project’s development plan is currently under review by the Ministry of Environment. Once the EIA process is complete, the Company intends to develop this field using a small modular gas treatment plant which will be installed at the existing well site. The Environmental Impact Study for Gradizza is under preparation and will be filed with the Ministry of Environment shortly. The reference point for gas flow from Vitalba & Sillaro is measured through a turbine, located on the wells site, using non standard cubic metres. The figure is standardised using a Fiorentini Fiomec Calculator (FFC) which is a conversion consisting of gas temperature and pressure with gas quality parameters. The outcome of this conversion is the actual gas volume in standard cubic meters injected in the SNAM gridline. (SNAM is an Italian natural gas infrastructure company and manages the national gas transportation network). The SNAM entry points for Sillaro & Vitalba are located 200 metres and 50 metres respectively from site perimeters. The FFC prints a production report which is authenticated by the Ministry of Economic Development and this official data is then accepted by SNAM, our customers and the Taxation Authority. 76 | A n n u a l R e p o r t 2 0 1 4 Technical Summary The Company does not have unconventional petroleum Resources in its portfolio. The Company does not have any material concentration of undeveloped Reserves in Oil & Gas projects that remained undeveloped for more than 5 years from the date they were initially reported. In reference to the Reserves & Resources estimation process, the Company commits to a regular independent audit in order to obtain a certified update of its Reserves & Resources portfolio. The latest review took place in December 2014 for Sillaro and Bezzecca. For the remaining projects, with the exception of Gradizza, the last review was carried out in April 2013. As there were no material changes or developments in 2014 or to the date of this report which could impact the Reserve and Resource estimates, an independent audit refresh was not deemed necessary. Company Contingent Resources Contingent Resources as at 31 December 2014* Contingent Resources as at 31 December 2013 1C 48.2 5.9 2C 74.9 10.0 1C 52.7 5.9 2C 81.1 10.0 Gas (bcf) Oil (MMbbls) *The Contingent Resources calculated above reflect the reclassification of a portion of the Miocene target (formerly the western accumulation of the Fantuzza structure) to Sillaro Probable Reserves (P2). The decrease in Contingent Gas Resources, both 1C and 2C, resulted from the reclassification of a portion of the Miocene target (formerly the western accumulation of the Fantuzza structure) to Sillaro Probable Reserves (P2) and the reclassification of Sant’Alberto and Gradizza’s 1C and 2C Resources following the preliminary production concession awarded from the Ministry of Economic Development in June and November 2014 respectively. As regards Fantuzza, 41 MMscm (1.45 bcf) of Fantuzza Resources were moved to Sillaro P2 Reserves. All figures have been determined using a probabilistic method except Sillaro, Vitalba, Bezzecca, Santa Maddalena and Fantuzza, which were determined using a deterministic method. A n n u a l R e p o r t 2 0 1 4 | 77 Cover scelta_copertina +dorso 5mm 02/04/15 15:19 Pagina 2 1 2 4 Highlights Chairman’s & acting Ceo’s letter to Shareholders Corporate governance Statement 10 directors’ report 27 lead auditor’s independence declaration 28 Statement of Financial Position 29 Statement of Profit or loss and other Comprehensive income 30 Statement of Changes in equity 31 Statements of Cash Flow 32 notes to the Financial Statements 67 directors’ declaration 68 independent auditor’s report 70 Shareholder information 2014-2015 72 technical Summary Corporate Directory Directors graham Bradley, Chairman michael masterman, non executive director Byron Pirola, non executive director gregory Short, non executive director Kevin eley, non executive director acting Chief executive officer Sara edmonson Company Secretary lisa Jones Registered Office Suite 8, 7 the esplanade mt Pleasant Wa 6153 australia tel: +61 8 92782533 Rome Office Via ludovisi, 16 00187 rome, italy tel: +39 06 42014968 Share Registry link market Services limited 178 St george’s tce Perth, Wa australia 6000 tel: +61 8 92116679 Solicitors Steinepreis Paganin level 4, 16 milligan St Perth, Wa australia 6000 Ughi e Nunziante Studio legale Via Venti Settembre, 1 00187 roma, italy Auditor ernst & young 11, mounts Bay road Perth, Wa 6000 australia Banks Bankwest 108 St george’s tce Perth, Wa australia 6000 nedbank limited old mutual Place 2 lambeth Hill london, uk, eC4V 4gg Stock exchange listing Po Valley energy limited shares are listed on the australian Stock exchange under the code PVe. the Company is limited by shares, incorporated and domiciled in australia. Cover scelta_copertina +dorso 5mm 02/04/15 15:19 Pagina 1 Po Valley energy limited aBn 33 087 741 571 registered office Suite 8, 7 the esplanade mt Pleasant Wa 6153 australia tel: (08) 9278 2533 4 1 0 2 t r o P e r l a u n n a - d e t i m i l y g r e n e y e l l a V o P 4 1 0 2 T R O P E R L A U N N A    

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