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January 2012 Investor Presentation – Chesapeake Energy Corp

Chesapeake Energy Corp · Jan 10, 2012 · 29 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. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 1
    January 2012 Investor Presentation
  2. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 2
    May 2011 January Investor 2012 Presentation Investor Presentation Eight Major 2011 Accomplishments Reduced long-term net debt by 25% per proved mcfe From 0.73/mcfe to 0.55/mcfe, thats 25% Reduced long-term net debt by 2.2 billion…
  3. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 3
    May 2011 January Investor 2012 Presentation Investor Presentation Off to Great Start in 2012 Completed 2.0 billion JV transaction with Total for an undivided 25% interest in CHKs 542,000 net acres in the liquids-rich area of the…
  4. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 4
    May 2011 January Investor 2012 Presentation Investor Presentation CHK Has Delivered Strong Operational and Financial Results For Years... (1) Production Proved Reserves 1,800 40,000 1,600 35,000 1,400 30,000 1,200…
  5. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 5
    May 2011 January Investor 2012 Presentation Investor Presentation and Also Strong Per Share Results with Decreasing Debt (1) Production/Weighted Average Fully Diluted Share Proved Reserves/Fully Diluted Share 2.4 50…
  6. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 6
    May 2011 January Investor 2012 Presentation Investor Presentation What Are CHKs Key Goals for 2012 Complete the 30/25 Plan by growing production by 30% and reducing long-term debt by 25% within the two year period ending…
  7. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 7
    Strategy Overview
  8. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 8
    May 2011 January Investor 2012 Presentation Investor Presentation CHKs Complex Business Strategy Chesapeakes business strategy, and execution of it, are sometimes characterized as complex Actually, our strategy is straightforward,…
  9. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 9
    May 2011 January Investor 2012 Presentation Investor Presentation CHKs Strategy Has Resulted in Industry Leadership Leader in production Largest gross producer of U.S. natural gas (2 on net basis) Top 15 producer of U.S. liquids…
  10. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 10
    May 2011 January Investor 2012 Presentation Investor Presentation What is CHK Doing in Response to Low Natural Gas Prices Reducing operated dry gas rigs to 24, from current level of 47; a decline of 50 rigs from CHKs 2011 average…
  11. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 11
    May 2011 January Investor 2012 Presentation Investor Presentation Time to Get Bullish on Out Year Natural Gas Are You Serious Yes, many reasons to be bullish on intermediate and long-term natural gas prices despite warm winter and…
  12. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 12
    Best Assets in the Business
  13. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 13
    May 2011 January Investor 2012 Presentation Investor Presentation CHKs Operating Areas Low-risk, U.S. onshore asset base; not exposed to economic, geopolitical or technological risks internationally or in the Gulf of Mexico…
  14. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 14
    May 2011 January Investor 2012 Presentation Investor Presentation Best Assets in the E&P Business Captured Americas largest natural gas and liquids resource base 18.8 tcfe of proved reserves at 12/31/11(1) 111 tcfe of risked…
  15. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 15
    May 2011 January Investor 2012 Presentation Investor Presentation Aggressively Shifting Capital to Liquids-Rich Plays During 2011, CHK substantially reduced drilling Total Natural Gas Capex Total Liquids Capex 100% % of CHK…
  16. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 16
    May 2011 January Investor 2012 Presentation Investor Presentation CHKs Growth is Shifting to Liquids 800,000 80% NGL Oil 700,000 Associated natural gas from liquids plays 70% Natural gas from shale plays 250,000 bbls/d average…
  17. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 17
    May 2011 January Investor 2012 Presentation Investor Presentation CHK Has Been Responsible for 30% of U.S. Natural Gas Growth Over Past Five Years U.S. Lower 48 marketed natural gas production has increased 14 bcf/d from 53 bcf/d…
  18. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 18
    May 2011 January Investor 2012 Presentation Investor Presentation CHK is Delivering One of the Very Best Liquids Volume Growth Stories in the Industry U.S. Liquids Growth 4Q '09 - 3Q '11 (mbbls/d) 80.0 40.0 (mbbls/d)…
  19. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 19
    May 2011 January Investor 2012 Presentation Investor Presentation and One of the Very Best Percentage Liquids Growth Stories in the Industry U.S. Liquids Growth 4Q '09 - 3Q '11 (%) 350% 300% 250% 200% 150% 100% 50%…
  20. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 20
    May 2011 January Investor 2012 Presentation Investor Presentation Chesapeake Oilfield Services, L.L.C. Chesapeake Oilfield Services, L.L.C. strategic advantages: CHKs in-house service companies provide premium services and…
  21. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 21
    Financial Summary
  22. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 22
    May 2011 January Investor 2012 Presentation Investor Presentation 2012 Financial Projections at Various Natural Gas Prices ( in m illions ex cept per share data; oil at 1 0 0 N Y M EX) 3.00 4.00 5.00 6.00 O/G revenue (unhedged)…
  23. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 23
    May 2011 January Investor 2012 Presentation Investor Presentation 2013 Financial Projections at Various Natural Gas Prices ( in m illions ex cept per share data; oil at 1 0 0 N Y M EX) 4.00 5.00 6.00 7.00 O/G revenue (unhedged)…
  24. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 24
    May 2011 January Investor 2012 Presentation Investor Presentation Strong NAV Per Share Growth in Past 6 Years... (Based on constant pricing) ( in mm except per share data) 2006 2007 2008 2009 2010 2011E Proved reserves at PV10…
  25. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 25
    May 2011 January Investor 2012 Presentation Investor Presentation ...Has Created a Remarkable Value Opportunity for Todays Investors (in millions except share price) Price per share 25.00 30.00 35.00 Fully diluted common shares…
  26. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 26
    May 2011 January Investor 2012 Presentation Investor Presentation Escaping the Gravitational Pull of Weakening Natural Gas Prices Not Easy, But We Will Do It 140 CHK NYMEX Natural Gas(1) NYMEX Oil(1) Dow Jones Index Oil 120…
  27. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 27
    May 2011 January Investor 2012 Presentation Investor Presentation Summary 30/25 Plan for 2011 - 2012 Increase production by 30% net of asset sales Reduce long-term debt by 25% Achieved 70% of this goal as of 12/31/11; 800…
  28. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 28
    May 2011 January Investor 2012 Presentation Investor Presentation Corporate Information Corporate Contacts: Chesapeake Headquarters Jeffrey L. Mobley, CFA 6100 N. Western Avenue Senior Vice President Oklahoma City, OK 73118…
  29. January 2012 Investor Presentation – Chesapeake Energy Corp – slide 29
    May 2011 January Investor 2012 Presentation Investor Presentation Certain Reserve & Production Information The Securities and Exchange Commission requires natural gas and oil companies, in filings made with the SEC, to disclose…

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