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IPAAs 9th Annual OGIS – Stone Energy Corp.

Stone Energy Corp. · Sep 27, 2011 · 15 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. IPAAs 9th Annual OGIS – Stone Energy Corp. – slide 1
    Stone Energy IPAA - San Francisco Oil & Gas Investment Symposium September 2011
  2. IPAAs 9th Annual OGIS – Stone Energy Corp. – slide 2
    Mission / Vision (as of 9/20/11) Mission 2011 Stock Performance SGY vs. Peer Group The mission of Stone Energy Corporation is to (as of 9/20/11) provide our shareholders with exceptional rates of return by helping to meet the…
  3. IPAAs 9th Annual OGIS – Stone Energy Corp. – slide 3
    Company Statistics 6/30/11 Equity Market Value(1) 1.1 Billion Enterprise Value(1)(2) 1.6 Billion Trailing 12-month EBITDA(3) 530 Million 2014 Sub. Notes 200 Million 2017 Sr. Notes 375 Million Bank Debt Outstanding(2) 0 Million…
  4. IPAAs 9th Annual OGIS – Stone Energy Corp. – slide 4
    Proved Reserves (As of 12/31/10) 79 MMboe / 474 Bcfe PUD PDNP 24.8 MMboe All Reserves 31.1 MMboe 149 Bcfe 186 Bcfe 42% Oil 58% Gas PDP 23.2 MMboe 139 Bcfe Proved Producing 41% Gas 59% Oil * Estimated proved…
  5. IPAAs 9th Annual OGIS – 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. IPAAs 9th Annual OGIS – 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. IPAAs 9th Annual OGIS – 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. IPAAs 9th Annual OGIS – Stone Energy Corp. – slide 8
    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…
  9. IPAAs 9th Annual OGIS – Stone Energy Corp. – slide 9
    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…
  10. IPAAs 9th Annual OGIS – Stone Energy Corp. – slide 10
    Deepwater 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…
  11. IPAAs 9th Annual OGIS – Stone Energy Corp. – slide 11
    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 Mary Focus on 19H Production / Efficiency 33,000 acres…
  12. IPAAs 9th Annual OGIS – Stone Energy Corp. – slide 12
    Business Development Oil Opportunities Alberta Bakken 35,000 Net ac. Niobrara 10,000 Net ac. LaSalle Paradox Unit 35,000 Net ac. Three Mile Unit Eagleford Drilled 2,000 Net ac. Eagleford Shale Moczygema 1H…
  13. IPAAs 9th Annual OGIS – Stone Energy Corp. – slide 13
    Summary Maintain financial flexibility MMboe Rockies GOM Shelf Appalachia 800 - Free cash flow to fund growth projects Deepwater - Focus on GOM oil development drilling Deep Gas 700 Projected 2011 reserve and production growth…
  14. IPAAs 9th Annual OGIS – Stone Energy Corp. – slide 14
    Appendix - EBITDA Reconciliation (In Millions) For 12 Months Ending, 6/30/11 Net Income 141.0 Interest expense 10.7 Income taxes 83.4 DD&A 264.1 Accretion 31.1 EBITDA 530.3 * EBITDA is defined as net earnings plus interest…
  15. IPAAs 9th Annual OGIS – Stone Energy Corp. – slide 15
    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…

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