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IPAA OGIS – Stone Energy Corp.

Stone Energy Corp. · Apr 7, 2014 · 23 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 OGIS – Stone Energy Corp. – slide 1
    Strategic Growth Strategic Growth IPAA OGIS New York April 2014 1
  2. IPAA OGIS – Stone Energy Corp. – slide 2
    Strategic Growth Mission: Top Quartile Return to Shareholders 1 Year Average 3 Year Stock Performance 5 Year Stock Performance 2013 2011 2013 CAGR% 2009 2013 CAGR % -50% 0% 50% 100% 150% -40% -20% 0% 20% 40% 60% -40% -20% 0% 20% 40%…
  3. IPAA OGIS – Stone Energy Corp. – slide 3
    Strategic Growth Strategic Growth Significant Exploration Exposure Impactful Deep Water prospects Production 2 Quick to Market liquids rich Deep Gas prospects 120 Utica Shale potential within existing infrastructure Forecast - P10…
  4. IPAA OGIS – Stone Energy Corp. – slide 4
    Strategic Growth 2013 Proved Reserves Growth Business Area mmboe Reserve Replacement 189% 150 13% 3% 3 144 29% 9 20 55% 129 (0.2) (17) Deep Water 125 Appalachia Conventional Shelf Deep Gas 100 Commodity 31% 53%…
  5. IPAA OGIS – Stone Energy Corp. – slide 5
    Strategic Growth Growth Areas Now Significantly Contributing Key Statistics Market Capitalization* 2.1 B Enterprise Value* 2.9 B Appalachia 1 EBITDA 3 629 mm Morgantown 90,000 acres Cash* 217 mm .5 tcfe proved reserves Undrawn…
  6. IPAA OGIS – Stone Energy Corp. – slide 6
    Strategic Growth Capital Allocated to High Potential Areas 825 Million 9% 5% 12% 57% 18% 27% 70% Deep Water Business Development Data & Capture Marcellus Shale 2% Exploration Conventional Shelf Development Deep Gas…
  7. IPAA OGIS – Stone Energy Corp. – slide 7
    Deep Water Development Capital Adds Rate & Reserves Strategic Growth Cardona & Cardona South Pompano Operator SGY 65% Working interest Estimated 1st production 1Q15 Cardona Projected gross initial rate 6,000 boepd per…
  8. IPAA OGIS – Stone Energy Corp. – slide 8
    Strategic Growth Deepwater Capital for High Return Platform Wells Amberjack Pompano Pompano Platform Brutus SGY 100% Operator SGY A-25 ST M Sr. E-2/E-3 Sand SGY 100% Amplitude Operator SGY SGY 100% Operator SGY PUD Pliocene…
  9. IPAA OGIS – Stone Energy Corp. – slide 9
    Deep Water Exploration: Infrastructure Leveraged Strategic Growth Pompano Platform Capacity (current) Legend 60,000 bopd (4,000 bopd) Stone Leases 200 mmcfpd (20 mmcfpd) 2014 2015 2016+ Carrick Viosca Knoll Mississippi…
  10. IPAA OGIS – Stone Energy Corp. – slide 10
    Strategic Growth Deep Water Exploration Amethyst Discovery Amethyst MC 26 Stone 1 Sand Package Pompano platform Amethyst Announced February 2014 Operator SGY 100% working interest 90 feet estimated net pay Areal extent…
  11. IPAA OGIS – Stone Energy Corp. – slide 11
    Strategic Growth Deep Water Exploration: Large Visible Portfolio 11
  12. IPAA OGIS – Stone Energy Corp. – slide 12
    Deep Water Exploration: Projected 2014 Wells Strategic Growth Planned Rig Schedule 2014 2015 January April July October January April Prospect Operator Amethyst MC26 SGY Mica Deep MC211 XOM Goodfellow WR89 Eni Harrier MC118…
  13. IPAA OGIS – Stone Energy Corp. – slide 13
    Strategic Growth Deep Water Exploration Potential Wells 2015- 2017 Planned Rig Schedule 2015 2016 2017 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Jan Feb Mar Apr May June July Aug Sept Oct…
  14. IPAA OGIS – Stone Energy Corp. – slide 14
    Appalachia Development: Liquids Rich Marcellus Strategic Growth Mary Field 35,200 acres s 57 producing wells 76 mmcfepd 1P Reserves 397 bcfe Mary Heather Field 5,800 acres 22 producing wells Heather 22 mmcfepd 1P…
  15. IPAA OGIS – Stone Energy Corp. – slide 15
    Appalachia: Marcellus Economic Enhancements Strategic Growth MOUNDSVILLE OAK GROVE FT. BEELER Planned Margin Improvement Projects Oak Grove Cryogenic Plant TEXAS Eastern Pipeline 1st stabilizer expected May 2014 De-ethanizer…
  16. IPAA OGIS – Stone Energy Corp. – slide 16
    Appalachia Exploration: Utica Shale Strategic Growth Gulfport IP: 30 mmcfed Mary Field Utica Potential 28,500 net acres Chevron High rate offset wells Additional permitted wells Gulfport IP: 21 mmcfed Mary Field Existing…
  17. IPAA OGIS – Stone Energy Corp. – slide 17
    Strategic Growth Deep Gas Exploration: Quick-to-Market Portfolio Planned Rig Schedule 2014 2015 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Prospect…
  18. IPAA OGIS – Stone Energy Corp. – slide 18
    Strategic Growth Deep Gas: 2014 Exploration Cayenne Cayenne LaCantera Tom Cat Discovery Tom Cat SGY 100% SGY 50% Operator SGY Operator SGY 1st production 2Q14 25 - 200 bcfe gross 5 Expected initial rate: 10-15 mmcfepd Gas…
  19. IPAA OGIS – Stone Energy Corp. – slide 19
    Conventional Shelf: Harvest Value Strategic Growth Ongoing Market Test Sold Onshore package for 95 mm State and federal offshore market test ongoing Maintained stable oil production in 2013 Only 7% year-on-year oil decline…
  20. IPAA OGIS – Stone Energy Corp. – slide 20
    Strategic Growth Multiple Options to Fund Success Exploration Projects Funding Alternatives Deep Water Cash flow Amethyst, Mica Deep, Cash position Harrier, Goodfellow Bank facility Deep Gas Discover and dilute Tomcat,…
  21. IPAA OGIS – Stone Energy Corp. – slide 21
    Stone Energy Investment Thesis Strategic Growth Significant 2014 Exploration Exposure Deep Water: Amethyst, Mica Deep, Harrier, Goodfellow Deep Gas: Tomcat, Cayenne Appalachia: Utica Shale Robust 2014 Development Program…
  22. IPAA OGIS – Stone Energy Corp. – slide 22
    Strategic Growth Hedging Transactions Oil Natural Gas Daily Volume Daily Volume (Bbl/d) Price (Mmbtu/d) Price 2014 1,000 90.06 Swap Contract 2014 10,000 4.00 Swap Contract 2014 1,000 92.25 Swap Contract 2014 10,000 4.04 Swap…
  23. IPAA OGIS – Stone Energy Corp. – slide 23
    EBITDA Reconciliation Strategic Growth 12 Months Ending 12/31/13 Net Income 118 Interest expense 33 Income taxes 69 DD&A 351 Accretion& Other 58 EBITDA 629 (In Millions) 25 * EBITDA is defined as net earnings plus…

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