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Jefferies Global Energy Conference – Cabot Oil & Gas Corp

Cabot Oil & Gas Corp · Nov 29, 2012 · 21 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 1
    Cabot Oil & Gas Corporation Investor Presentation Jefferies Global Energy Conference The St. Regis Hotel Houston, Texas November 29, 2012
  2. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 2
    Click to edit Master title style KEY INVESTMENT HIGHLIGHTS Leading E&P company primarily focused in the sweet spot of the most prolific natural gas play in the United States Rates of return in Susquehanna County rival or exceed all…
  3. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 3
    Click to edit Master title style PROVEN TRACK RECORD OF PRODUCTION GROWTH 400 350 300 250 35 50% Bcfe 200 187.5 38 44% 150 130.6 103.0 43.5% 95.2 100 26.8% 8.2% 50 0 2008 2009 2010 2011 2012 Fcst 2013…
  4. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 4
    Click to edit Master title style AND RESERVE GROWTH 4.0 3.5 3.0 3.0 2.7 2.5 Tcfe 2.1 1.9 Liquids (Net) 2.0 Gas (Net) 1.5 1.0 0.5 0.0 2008 2009 2010 2011 2012 Fcst
  5. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 5
    DISCIPLINED CAPITAL SPENDING FOCUSED Click to edit Master ON title style THE DRILL-BIT 2012 Capital Program: 2013 Capital Program: 775 - 825 million 950 million - 1.025 billion (net of JV and asset sales) Liquids Liquids 40%…
  6. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 6
    PREMIER ASSETS CONTINUE ClickTO toDRIVE CAPITAL edit Master title style EFFICIENCY 3.00 Drill-bit F&D 1 2.66 2.50 2.00 /Mcfe 1.50 1.29 1.27 1.25 1.05 - 1.20 1.00 0.50 0.00 2008 2009 2010 2011 2012 Fcst…
  7. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 7
    Click to edit Master title style INDUSTRY LEADING COST STRUCTURE Total Company 2012 2013 2008 2009 2010 2011 Guidance Guidance Unit Cost (/Mcfe) Operating 0.96 0.91 0.76 0.57 0.40 - 0.50 0.35 - 0.45 Exploration 0.33 0.49 0.33…
  8. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 8
    Click to edit Master title style Cabot Oil & Gas Corporation Marcellus
  9. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 9
    CABOT MARCELLUS SUMMARY Wells Producing: 164 H, 32 V WOPL: 16 wells (281 Stages) Completing: 6 wells (94 Stages) WOC: 23 wells (370 Stages) Horizontal Rigs: 4 Reilly Pad Cumulative Production 7+ BCF Zick Pad 6-7 BCF…
  10. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 10
    CABOT HAD 14 OF THE TOP 20 PA Click MARCELLUS to edit Master title style HORIZONTAL WELLS FROM JANUARY JUNE 2012 5.0 Cabot is the only publicly-traded company in the top 20 4.5 4.0 3.5 3.0 Bcf 2.5 2.0 1.5…
  11. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 11
    HYPOTHETICAL - 10 WELL PAD, 160+ POTENTIAL STAGES Current Hypothetical 2-well pad 10-well pad Location & road costs / well 200,000 40,000 Rig mobilization / well 175,000 35,000 Frac mobilization / well 110,000 22,000 Idle move…
  12. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 12
    3,500 THEORETICAL LATERAL STAGE SPACING COMPARISON 350' Spacing: 10 Stage 250' Spacing: 14 Stage 200' Theoretical Spacing: 17-18 Stage 4.0 3.5 Cumulative Production (Bcf) 3.0 2.5 2.0 1.5 1.0 0.5 0.0 0 30 60…
  13. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 13
    MARCELLUS INFRASTRUCTURE CAPACITY GROWING CAPACITY IN THE MARCELLUS Compression and Dehydration January 1, 2013 - 1.4 Bcf/d January 1, 2014 - 2.0 Bcf/d January 1, 2015 - 2.9 Bcf/d Takeaway and Markets Interstate Pipeline to Market…
  14. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 14
    Click to edit Master title style Cabot Oil & Gas Corporation Oil Initiatives
  15. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 15
    EAGLE FORD & PEARSALL Austin Chalk San Antonio Eagle Ford target POWDERHORN PRESIDIO Buda Del Rio Shale BUCKHORN Georgetown Edwards Glen Rose Rodessa Upper Bexar target Lower Bexar Pearsall target Cow Creek…
  16. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 16
    EAGLE FORD BUCKHORN 9 RECENT WELLS AVG 24 Hour Max IP: 807 Bopde ALL WELLS AVG 30-Day Rate: 526 Bopde MOST RECENT WELL Wells Drilled: 39 24 Hour Max IP: 1,000 Bopde Current Drilling: 1 Wells Producing: 38 Completing / Waiting…
  17. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 17
    EAGLE FORD BUCKHORN IMPROVING CUMULATIVE OIL PRODUCTION VS TIME ONLINE 2011 Wells Cumulative Oil Production 2012 Wells Cabot Operated 2012 Wells 2010 Wells 2010/2011 All Wells DAYS ONLINE MONTHS ONLINE IMPROVING…
  18. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 18
    EAGLE FORD BUCKHORN DOWN-SPACING 30 Day AVG IP EUR/LAT FT BUCKHORN Stages (Bopde) Boe Spacing Well A 23 766 79 A/ B 1,200 E/ F Well B 25 492 60 Well C 20 790 80 400 C/ D Well D 20 493 56 Well E 16 410 76 400 FT SPACING…
  19. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 19
    PEARSALL - BUCKHORN Initial Pearsall Horizontal 24-hour rate: Over 1,400 Bopde 50% oil Wells Drilled: 5 Est. 40-45 days spud to spud Current Drilling: 1 Completed with 11 frac stages Wells Producing / Flowing Back 3 Est. CWC…
  20. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 20
    PENN LIME MARMATON HIGHLIGHTS Highest 24 Hour Rate Well to Date 2,004 Bopd, 2,179 Mcfpd 3.4MM estimated CWC N < 3 month payout Beaver Extended Reach Laterals Texas Beaver 1st XLH was drilled with a 9,289 lateral and was…
  21. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 21
    IN CLOSING Simple Growth Story Improving Portfolio Efficiencies Prudency in Balance Sheet Cash Flow Positive Investment Program in 2013 (3.50 per Mcf and 90 per barrel)

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