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IPAA 2012 OGIS – Stone Energy Corp.

Stone Energy Corp. · Apr 17, 2012 · 19 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. IPAA 2012 OGIS – Stone Energy Corp. – slide 1
    Forward Momentum Stone Energy IPAA Oil & Gas Investment Symposium April 2012
  2. IPAA 2012 OGIS – Stone Energy Corp. – slide 2
    Company Statistics Equity Market Value(1) 1.4 Billion Enterprise Value(1)(2) 2.0 Billion Trailing 12-month EBITDA(3) 625 Million 2014 Sub. Notes 200 Million 2017 Sr. Notes 375 Million 2017 Sr. Convertible Notes 300 Million Bank…
  3. IPAA 2012 OGIS – Stone Energy Corp. – slide 3
    Proved Reserves (As of 12/31/11) 100 MMboe (602 Bcfe) Proved Developed Non-Producing PDNP PUD 32.5 MMboe 40.3 MMboe 195 Bcfe 242 Bcf 0.80/Mcfe (64% gas) Conversion cost PDP 27.6 MMboe Proved Developed 165 Bcfe…
  4. IPAA 2012 OGIS – Stone Energy Corp. – slide 4
    Cash Margin (Includes Hedges) Cash Margin Current Taxes Oil * Gas Total Interest Expense Revenue per Production Taxes 2012 55% 22% 39% /Boe G&A Approximate Percentage Hedged 2013 45% 14% 30% LOE 2014 15% -- 7% 80 74.90 Based on…
  5. IPAA 2012 OGIS – Stone Energy Corp. – slide 5
    2011 Highlights Pompano acquisition 167 million; 17 Mboe (83% Oil), 3,300 Boe/d net Pyrenees deep water tie-back construction completed Wideberth deep water acquisition La Cantera deep gas discovery Lighthouse Bayou drilled to…
  6. IPAA 2012 OGIS – Stone Energy Corp. – slide 6
    Mission / Vision Mission 2012 Stock Performance SGY vs. Peer Group (as of 3/29/12) 1.700 To provide exceptional returns to our shareholders by finding and producing oil and natural gas reserves that help meet the 1.500 worlds…
  7. IPAA 2012 OGIS – Stone Energy Corp. – slide 7
    Stone Energy Strategy Strategy: Leverage GOM cash flow to: 1. Maintain stable GOM Shelf oil production 2. Profitably grow oil reserves and production in material impact areas 3. Profitably grow gas reserves and production in liquids…
  8. IPAA 2012 OGIS – Stone Energy Corp. – slide 8
    1Q2012 Highlights Pyrenees commenced production Pompano operational transfer to SGY March 1st, ahead of schedule La Cantera No. 1 commenced production La Cantera No. 2 spudded Mary field production increasing, facilities…
  9. IPAA 2012 OGIS – Stone Energy Corp. – slide 9
    2012 Capital Expenditure Budget 2012E Capital Expenditure Budget 625 MM Business 27 Horizontal Development Liquids rich wells Facilities and 12% 30% P&A 10% Appalachia Gulf of Recompletions 8% Mexico Shelf and Workovers 19% 16%…
  10. IPAA 2012 OGIS – Stone Energy Corp. – slide 10
    Conventional Shelf 3-Year Plan Strategy: Maintain stable shelf oil production and generate free cash flow Planned 2012 Drilling Weeks Island Possible 2013-14 Drilling Additional Inventory Forge Pinto Hula Popper Magnum…
  11. IPAA 2012 OGIS – Stone Energy Corp. – slide 11
    Conventional Shelf Highlights Rig Schedule Program Highlights Projected stable oil production 8 well oil development drilling campaign, including 5 at SS 113 Field Workover campaign throughout the Shelf Active decommissioning…
  12. IPAA 2012 OGIS – Stone Energy Corp. – slide 12
    Deep Gas 3-Year Plan Strategy: Grow liquids rich gas reserves and production through exploration Farm-ins Lighthouse South Erath 2 Planned 2012 Drilling Bayou Possible 2013-14 Drilling Additional Inventory Trafalger La…
  13. IPAA 2012 OGIS – Stone Energy Corp. – slide 13
    Deep Gas Highlights La Cantera 2 La Cantera 1 SGY WI 35% 1 2 Program Highlights La Cantera No. 1 producing La Cantera No. 2 drilling S. Erath production 1H Capture 2 new prospects Tom Cat Acquire Onshore seismic data Drill…
  14. IPAA 2012 OGIS – Stone Energy Corp. – slide 14
    Deep Water 3-Year Plan Strategy: Acquire projects with near-term production, appraise discoveries and participate in large scale exploration prospects Pompano Net Prod 2800 B/d + 3 MMcf/d Planned 2012 Drilling (75% W.I.) Twenty…
  15. IPAA 2012 OGIS – Stone Energy Corp. – slide 15
    Deep Water Pompano Field Legend 2012 SGY legacy lease 2013 BP legacy lease 2014 2015 BP legacy explor. Pompano Summary of Acquisition Moore Closed in late December 2011 27 28 29 MC Acquired 17 MMboe proved, 9.86/Boe; 83% Oil…
  16. IPAA 2012 OGIS – Stone Energy Corp. – slide 16
    Deep Water Highlights Program Highlights Parmer Pompano SGY 50% WI Wideberth SGY 25% WI - Assume operatorship of platform - Workovers 2012 - Prepare for 2013 platform drilling - Prepare for floating rig exploration in 2014…
  17. IPAA 2012 OGIS – Stone Energy Corp. – slide 17
    Appalachian Basin Marcellus Shale Play 3-Year Plan Strategy: Profitably grow liquids rich gas reserves and rate 2012 Activity Katie Andie Planned 27 horizontal wells 13,000 net acres Planned 23 fracs 31,000 net acres Focus on…
  18. IPAA 2012 OGIS – Stone Energy Corp. – slide 18
    Appalachia Highlights SGY Talkington-Nice Pad, Mary Field, WV Program Highlights Focus on liquids rich areas One rig program in Heather & Mary Fields - Drill 27 horizontal laterals - Frac 23 wells Prepare for 2013 and 2014…
  19. IPAA 2012 OGIS – Stone Energy Corp. – slide 19
    Summary (MMboe) 250 Maintain top quartile stock price performance 79 2012 reserves, production & EBITDA growth 3 year plan developed and in execution 200 Maintain financial flexibility 53 150 100 100 Appalachia Deep Water…

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