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Johnson Rice Energy Conference – Stone Energy Corp.

Stone Energy Corp. · Oct 10, 2013 · 25 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 – Stone Energy Corp. – slide 1
    Accelerating Johnson Rice Energy Conference New Orleans October 2013 Accelerating We are purposefully driven to provide top quartile share price performance and exceptional rates of return for our shareholders as we help meet the…
  2. Johnson Rice Energy Conference – Stone Energy Corp. – slide 2
    Growing, Balanced, Diversified E&P Company Accelerating Market Capitalization 1.6 Billion Enterprise Value 2.4 Billion EBITDA (Trailing 12 months)* 635 Million Morgantown Appalachia Cash 226 Million Undrawn Credit Facility **…
  3. Johnson Rice Energy Conference – Stone Energy Corp. – slide 3
    Strategy and Results: Diversified, Growing Reserves Accelerating Explore in areas with material impact to oil production Invest in price advantaged, condensate rich gas basins Limit reinvestment in Conventional Shelf to oil…
  4. Johnson Rice Energy Conference – Stone Energy Corp. – slide 4
    Strategy Results: Stock Performance vs. Peer Group Accelerating 100% 1 Year Average September 27, 2013 First Quartile Second Quartile Third Quartile Fourth Quartile 80% 60% 3 Year Stock Performance September 27, 2013 YTD…
  5. Johnson Rice Energy Conference – Stone Energy Corp. – slide 5
    Updated 2013 Capital Program Accelerating Allocation Considerations: Deep Gas Maximize projected stock price Conventional Shelf 3% Deep Water 24% Maximize net present value 39% Grow cash flow Appalachia Liquids driven…
  6. Johnson Rice Energy Conference – Stone Energy Corp. – slide 6
    Financing Options and Statistics Accelerating Exploration and Development Funding Status Cash 225 mm Done Credit Facility 400 mm Available Shelf Non Core Property Proceeds Data Room Open Dilute Working Interest After Discovery…
  7. Johnson Rice Energy Conference – Stone Energy Corp. – slide 7
    5 Year Plan: GOM Deep Water Accelerating 7
  8. Johnson Rice Energy Conference – Stone Energy Corp. – slide 8
    GOM Deep Water: Drilling Program Ramping Up Planned Rig Schedule 2013 2014 Accelerating 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q SGY Operated Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec…
  9. Johnson Rice Energy Conference – Stone Energy Corp. – slide 9
    GOM Deep Water: Pompano Amberjack Corridor Accelerating Legend Producing or HBP Primary Term 2013 2014 2015+ Carrick Current rate: 10,000 boepd net 16 Exploitation well portfolio 17 Exploration well portfolio 60,000…
  10. Johnson Rice Energy Conference – Stone Energy Corp. – slide 10
    GOM Deepwater: Pompano Tie Back Development (MC 28/29) Accelerating Operator SGY 65% working interest Projected first well spud 1q 2014 Estimated rate 6,000 boepd per well * Cardona 1st production target 1q 2015 2-18 mmboe gross…
  11. Johnson Rice Energy Conference – Stone Energy Corp. – slide 11
    GOM Deep Water: Pompano Tieback Development Accelerating Pompano Cardona Sand Detector Long Term Operability Future capability and flexibility Multiple flow options Optimize access Cardona South Available Hub 2013 2014…
  12. Johnson Rice Energy Conference – Stone Energy Corp. – slide 12
    GOM Deepwater: Pompano Platform Development (MC 28) Accelerating Operator SGY 100% working interest Projected spud 1q 2015 Estimated well rates 4,600 boepd * Cardona 1st production target 2q 2015 5-17 mmboe gross per well * 45…
  13. Johnson Rice Energy Conference – Stone Energy Corp. – slide 13
    GOM Deepwater: Exploration Drilling (2013) Accelerating Taggart San Marcos SGY 22.92% SGY 25% Operator LLOG Operator APA Discovery 10 - 100 mmboe gross * 90 Feet Net Pay Currently drilling Offsets Devils Tower Offset Shell Vito…
  14. Johnson Rice Energy Conference – Stone Energy Corp. – slide 14
    GOM Deep Water: Exploration Drilling (2014) Accelerating Phinisi Derbio SGY 20% SGY 100% Operator ENI Operator SGY Salt 24 - 260 mmboe gross * 10 - 66 mmboe gross Between St. Malo, Jack Awarded offset lease DHC 32 mm net * DHC 104…
  15. Johnson Rice Energy Conference – Stone Energy Corp. – slide 15
    5 Year Plan: Gulf Coast Liquids Rich Gas Accelerating 15
  16. Johnson Rice Energy Conference – Stone Energy Corp. – slide 16
    Gulf Coast Liquids Rich Gas: Exploration 2013-2014 Accelerating A Tom Cat A Shallow Field South Erath Thunder Bayou Prospect 1.2 TCF, 20 mmbo M-2 Moss 1 A Tom Cat BHL Loc La Montana Prospect La Cantera Broussard 1ST Broussard…
  17. Johnson Rice Energy Conference – Stone Energy Corp. – slide 17
    5 Year Plan: Appalachia Liquids Rich Gas Accelerating 17
  18. Johnson Rice Energy Conference – Stone Energy Corp. – slide 18
    5 Year Plan: Appalachia Upside and Valuation Ohio West Virginia Accelerating Sea Level Moundsville Plant Upper Devonian Ft. Beeler Plant Katie/Andie Marcellus Christine 11,000 net acres 31,000 net acres Utica Mary/Heather…
  19. Johnson Rice Energy Conference – Stone Energy Corp. – slide 19
    Accelerating 19
  20. Johnson Rice Energy Conference – Stone Energy Corp. – slide 20
    5 Year Plan: Potential Project Investment List * Accelerating 2013 2014 2015 2016 2017 SS113 Coracle 1 SS113 Well 2 Well Program 2 Well Program 2 Well Program SS 113 Tail Dancer Conventional ST 100 Hammerlock 2-4 Well Drill Program…
  21. Johnson Rice Energy Conference – Stone Energy Corp. – slide 21
    Accelerating 21
  22. Johnson Rice Energy Conference – Stone Energy Corp. – slide 22
    Appendix EBITDA Reconciliation Accelerating 12 Months Ending 6/30/13 Net Income 148 Interest expense 36 Income taxes 83 DD&A 335 Accretion 33 EBITDA 635 (In Millions) 23 * EBITDA is defined as net earnings plus…
  23. Johnson Rice Energy Conference – Stone Energy Corp. – slide 23
    Revenue: Hedging Transactions Accelerating Oil Natural Gas Daily Volume Daily Volume (Bbl/d) Price (Mmbtu/d) Price 2013 2,000 92.35* Swap Contract 2013 2013 1,000 92.80 Swap Contract 10,000 4.00 Swap Contract 2013 1,000 94.45 Swap…
  24. Johnson Rice Energy Conference – Stone Energy Corp. – slide 24
    Contacts Accelerating Kenneth H. Beer Chief Financial Officer Phone: (337) 521-2210 Fax: (337) 521-2072 CFOStoneEnergy.com Tom Messonnier Director of Strategic Planning Phone: (337) 521-2161 Fax: (337) 521-2072 25
  25. Johnson Rice Energy Conference – Stone Energy Corp. – slide 25
    Accelerating 26

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