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Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp.

Stone Energy Corp. · Dec 7, 2011 · 17 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. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 1
    Stone Energy Corporation Capital One Southcoast December 2011
  2. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 2
    Mission / Vision Mission 2011 Stock Performance SGY vs. Peer Group The mission of Stone Energy Corporation is to (as of 10/27/11) provide our shareholders with exceptional rates of return by helping to meet the worlds growing 2.100…
  3. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 3
    Company Statistics 9/30/11 Equity Market Value(1) 1.2 Billion Enterprise Value(1)(2) 1.7 Billion Trailing 12-month EBITDA(3) 580 Million 2014 Sub. Notes 200 Million 2017 Sr. Notes 375 Million Bank Debt Outstanding(2) 0 Million…
  4. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 4
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  5. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 5
    Cash Margin (Includes Hedges) Revenue per Oil Gas Total /Boe Cash Margin Approximate 2011 48% 34% 41% Current Taxes Percentage 80 Interest Expense Hedged * 2012 51% 26% 39% Production Taxes 74.90 2013 28% 17% 23% G&A 2014 6% --…
  6. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 6
    Stone Energy Strategy Strategy Leverage high cash flow generated from existing Conventional Shelf GOM assets to: 1. Maintain relatively stable GOM Shelf production, 2. Profitably grow gas reserves and production in price-advantaged…
  7. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 7
    2011 Capital Expenditure Budget 2011E Capital Expenditure Budget GOM Shelf Other P&A/Facilities Appalachia 5% GOM Shelf 12% 33% Recompletions/WO 12% 20% 18% Deep Gas / GOM Shelf Deepwater Exploitation Total: 500 MM…
  8. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 8
    Pompano / Mica Acquisition Pompano Assets and Pompano Area Assets HBP Leases Pompano MC 109 - Amberjack Mica - PSA signed with BP - Purchase price of 204 million - 7 HPB leases and 23 Exploration leases - A number of…
  9. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 9
    Conventional Shelf 3-Year Plan Discovery Dev. Project Weeks Island Anvil Currently Drilling Possible 2011 Drilling Forge Possible 2012 Drilling Possible 2013-14 Drilling Additional Inventory Pinto Pounder Hula Popper Magnum Popper…
  10. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 10
    Deep Gas 3-Year Plan South Erath 1 Farm-ins Lighthouse South Erath 2 Bayou La Posada 1 Trafalger Hampton Roads La Posada 2 Jug Davy Jones Tom Cat Coral Sea Lighthouse Bayou Stone 25% WI Blackbeard LaPosada SGY WI…
  11. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 11
    Deep Water 3-Year Plan Discovery Dev. Project Currently Drilling Possible 2011 Drilling Floyd Possible 2012 Drilling SGY 16% WI Salt Crown & Anchor Possible 2013-14 Drilling Twenty One Additional Inventory Sherwood Marauder…
  12. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 12
    Appalachian Basin Marcellus Shale Play 2011 Activity & 3-Year Plan SGY Talkington-Nice Pad, Mary Prospect, WV Katie Andie 14,000 acres 28,000 acres Christine Trunkline tie-in Mary Focus on 19H Midstream Production…
  13. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 13
    Business Development Oil Opportunities Alberta Bakken 35,000 Net ac. Niobrara 10,000 Net ac. LaSalle Unit Paradox Three Mile Unit 35,000 Net ac. 2011 Drilling Possible 2012 Drilling Possible 2013-14 Drilling…
  14. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 14
    Summary MMboe Maintain financial flexibility Rockies Appalachia 800 GOM Shelf provides free cash flow Deepwater Projected 2011 reserve and production growth Deep Gas 700 2011 Appalachian production impact Conventional Shelf…
  15. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 15
    Appendix - EBITDA Reconciliation (In Millions) For 12 Months Ending, 9/30/11 Net Income 172.5 Interest expense 9.4 Income taxes 97.6 DD&A 268.1 Accretion 32.2 EBITDA 579.8 * EBITDA is defined as net earnings plus interest…
  16. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 16
    Price Volatility Mitigation Oil Natural Gas Daily Volume Daily Volume (Bbl/d) Price (MBtu/d) Price 2011 1,000 70.05 Swap Contract 2011 10,000*** 4.565 Swap Contract 2011 1,000 78.20 Swap Contract 2011 20,000 5.20 Swap Contract 2011…
  17. Capital One Southcoast 6th Annual Energy Conference – Stone Energy Corp. – slide 17

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