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Johnson Rice Energy Conference – Cabot Oil & Gas Corp

Cabot Oil & Gas Corp · Oct 2, 2012 · 30 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. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 1
    Cabot Oil & Gas Corporation Investor Presentation Johnson Rice Energy Conference October 2, 2012 New Orleans, LA
  2. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 2
    SIMPLE GROWTH STORY Current Rig Activity: Marcellus (4 rigs) Pearsall (2 rigs) Eagle Ford (1 rig) Marmaton (2 rigs)
  3. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 3
    Cabot Oil & Gas Corporation Highlights
  4. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 4
    Click to edit Master title style CAPITAL PROGRAM 2012 775 to 825 million (net of asset sales and JV) 2013 Estimate 900 million to 1 billion Drilling 40% 83% Liquids Other Exploration Expense 60% 2% Gas Seismic 1% Gas…
  5. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 5
    PREMIER ASSETS CONTINUE ClickTO toDRIVE CAPITAL edit Master title style EFFICIENCY 3.00 Drill-bit F&D 1 2.66 2.50 2.20 2.00 /Mcfe 1.50 1.29 1.27 1.25 1.25 1.00 0.50 0.00 2007 2008 2009 2010 2011 2012 Est.…
  6. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 6
    FIVE-YEAR PRODUCTION Click GROWTHto edit Master title style SUMMARY & EXPECTATIONS 300 281 50% 275 Guidance Range 35% 250 253 225 200 187.5 43.5% 175 Bcfe 150 130.6 Liquids (bcfe) 26.8% 125 Gas (bcfe) 103.0 95.2…
  7. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 7
    Click to edit Master title style FIVE-YEAR RESERVE GROWTH SUMMARY 4,000 3,500 3,033 3,000 2,701 2,500 2,060 1,942 Bcfe 2,000 Liquids (bcfe) 1,616 Gas (bcfe) 1,500 1,000 500 - 2007 2008 2009 2010 2011 2012…
  8. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 8
    Click to edit Master title style UNIT COST TOTAL COMPANY Total Company 2012 2008 2009 2010 2011 Forecast Unit Cost (/Mcfe) Operating 0.96 0.91 0.76 0.57 0.40-0.55 Exploration 0.33 0.49 0.33 0.19 0.10-0.20 Transportation * - - -…
  9. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 9
    Click to edit Master title style Cabot Oil & Gas Corporation Marcellus
  10. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 10
    Click to edit Master title style CABOT MARCELLUS SUMMARY Wells Producing: 151 H, 37 V WOPL: 22 wells (284 Stages) Completing: 8 wells (137 Stages) WOC: 22 wells (350 Stages) Horizontal Rigs: 4 View is looking northeast…
  11. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 11
    Click to edit Master title style LEADING PRODUCTION THICKEST MARCELLUS Cumulative Production 6+ BCF 5-6 BCF 4-5 BCF 3-4 BCF View is looking northeast across 2-3 BCF Susquehanna County Bare Earth LiDAR with Aerial photo,…
  12. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 12
    PROVING UP ACREAGE FURTHER STEPOUTS Daniels Pad Reilly Pad Zick Pad View is looking north across Susquehanna County Bare Earth LiDAR with Aerial photo, Township Lines, All wells and Cabot Acreage 3 Miles
  13. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 13
    DANIELS 1V THICK, HIGH TOC MARCELLUS, EXTENDS EAST Daniels 0 GR (API) 400 0 GR (API) 400 0 GR (API) 400 0 GR (API) 400 240 ft 370 ft 50 ft LOWER MARCELLUS CUTTINGS ONONDAGA LITTLE MEADOWS GREAT BEND LANESBORO…
  14. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 14
    HYPOTHETICAL - 10 WELL PAD, 160+ POTENTIAL STAGES 1000 ft 500 ft N 1000 ft.
  15. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 15
    Click to edit Master title style EFFICIENCIES OF PAD DRILLING Pad A Pad B Pad C Pad D of wells per pad 2 4 8 10 Total rig move days per pad1 9.0 11.0 15.0 17.0 Spud-to-rig release (days) 19.0 19.0 19.0 19.0 Average spud-to-spud…
  16. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 16
    Cabot Oil & Gas Corporation Marcellus Infrastructure
  17. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 17
    MARCELLUS PRODUCTION Delivery Point 10% Transco 30% TGP 60% Millennium Marcellus net realization versus NYMEX for the last six months is (0.07)
  18. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 18
    MARKETS Click to edit Master title style VT NH Iroquois NY TGP 200 Line Constitution MA Laser RI Millennium CT TGP 300 Line Stagecoach Susquehanna County Springville Transco PA NJ 18
  19. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 19
    INFRASTRUCTURE CAPACITY WELLHEAD TO INTERSTATE PIPELINES Gathering Infrastructure Flow lines and gathering lines connecting all pads to the various compressor stations Compression Capacity - Current Lathrop Station 450,000 Mcf per day…
  20. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 20
    Cabot Oil & Gas Corporation South Region Oil Plays
  21. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 21
    CURRENT DRILLING AREAS Cabot Oil & Gas Corporation Current Active Drilling Areas Net Acres Penn Lime - Marmaton 69,800 Eagle Ford 62,000 Pearsall * 94,000 *Net of 17,500 Net Acres Sold in Osaka JV
  22. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 22
    SOUTH TEXAS Cabot Oil & Gas Corporation EAGLE FORD / PEARSALL
  23. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 23
    EAGLE FORD & PEARSALL San Antonio target Eagle Ford POWDERHORN PRESIDIO Buda Del Rio Shale BUCKHORN Georgetown Edwards Upper Bexar target Lower Bexar Pearsall Cow Creek (James) target Pine Island Shale Sligo
  24. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 24
    BUCKHORN EAGLE FORD CURRENT STATS ALL WELLS Wells Drilled: 37 Current Drilling: 1 Well C Wells Producing: 34 30 day IP: 854 Bopde Lateral: 7,088 1,200 ft Completing/Waiting on Completion 3 Well D 30 day IP: 465 Bopde…
  25. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 25
    REGIONAL PEARSALL ACTIVITY Gillespie Lee Washing Travis NE Trend: Cheyenne, EOG, Valance, Chesapeake, Kerr Comstock, Plains. Blanco Bastrop Hays SW Trend: Chesapeake, Hughes, Blackbrush, Shell, Anadarko, Kendall Edwards…
  26. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 26
    PEARSALL DRILLING PROGRAM PLAN COG Type Log PEARSALL COG Pearsall Evaluation Well WOC GROUP 500 600 2012 DRILLING 2013 Frio Atascosa Powderhorn Mc Mullen La Salle 2012 1 Monitor COG Pearsall 2013 2 Horizontal…
  27. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 27
    PEARSALL INFRASTRUCTURE Gillespie Lee Washing Travis Blanco Kerr Hays Bastrop Kendall Edwards Fayette Real Caldwell Comal Bandera Val Verde Colora Guadalupe San Antonio Bexar Gonzales Lavaca Uvalde Kinney TexStar…
  28. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 28
    PENN LIME - MARMATON Cabot Oil & Gas Corporation
  29. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 29
    PENN LIME MARMATON HIGHLIGHTS Highest 24 Hour Rate Well to Date Wells Currently on Flow Back 2,004 Bopd, 2,179 Mcfpd Most southern well 3.55 MM estimated CWC Most northern well < 3 month payout 20 mile separation Barefoot…
  30. Johnson Rice Energy Conference – Cabot Oil & Gas Corp – slide 30
    IN CLOSING Simple Growth Story Prudency in Balance Sheet Cash Flow Positive Investment Program in 2013 (3.50 per Mcf and 85 per barrel)

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