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IPAAs OGIS New York – Jones Energy Inc.

Jones Energy Inc. · Apr 8, 2014 · 18 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 OGIS New York – Jones Energy Inc. – slide 1
    IPAAs OGIS New York April 8, 2014
  2. IPAAs OGIS New York – Jones Energy Inc. – slide 2
    Key JONE Stats IPO Date: July 29, 2013 Ticker: JONE Exchange: NYSE IPO Shares: 12,500,000 Total Outstanding Shares: 49,362,913 (12,526,580 Class A, 36,836,333 Class B) Share Price as of April 3, 2014: 15.74 Market…
  3. IPAAs OGIS New York – Jones Energy Inc. – slide 3
    Company Summary Production (Mboe/d) Jones Energy Total 22.5 Proved Reserves: 89.0 MMBoe 17.0 Drilling Locations: 2,542 13.3 Canadian Net Acres: 115,000 (80% HBP) Daily Production: 20.4 MBoe/d McAlester Anadarko Basin Key…
  4. IPAAs OGIS New York – Jones Energy Inc. – slide 4
    Investment Highlights Basin-centric operator Geographic focus Anadarko and Arkoma focus Driven by well level returns with liquids focus Drilled 490+ horizontal wells Low-cost leader Best in class Cleveland and Woodford operator…
  5. IPAAs OGIS New York – Jones Energy Inc. – slide 5
    25 Year Mid-Con Experts Jones has drilled over 490 horizontal wells to date in 9 target formations Mid-con Strat Column System Series / Generalized 600 Epoch Stratigraphic Column Brown Dolomite Hugoton / Pontotoc (Brown Dolomite)…
  6. IPAAs OGIS New York – Jones Energy Inc. – slide 6
    2014 Development Plan Projecting over 30% production growth in 2014 Gross Wells Net Wells Total Capex - 350mm 6% 1% 1% 8% 2% 13% 6% 18% 14% 85% 72% 74% Cleveland Woodford Cleveland Woodford Cleveland D&C Woodford D&C…
  7. IPAAs OGIS New York – Jones Energy Inc. – slide 7
    Best in Class Operator Maintained cost discipline while increasing Cleveland rigs from 3 to 8 in 2013 Cleveland D&C Costs (mm) 7.0 Rig Count Drilling Cost Completion Cost 9 Enhanced Frack Trial 8 6.0 7 5.0 Jones…
  8. IPAAs OGIS New York – Jones Energy Inc. – slide 8
    Best in Class Returns Average IRR by Play Marcellus - Super Rich Utica - Liquids Rich Niobrara - Wattenberg Eagle Ford - Liquids Rich Jones Cleveland 60% 80% Marcellus - SW Liquids Rich Utica - Wet Gas Wolfcamp - N. Midland…
  9. IPAAs OGIS New York – Jones Energy Inc. – slide 9
    Keys to Jones Operational Success Repeatable for Jones, but difficult for others to replicate 1. Geographic Focus Best in class Midcontinent horizontal driller Emphasis Geographic 2. Unconventional Experience on Cycle Focus…
  10. IPAAs OGIS New York – Jones Energy Inc. – slide 10
    Cleveland Play Evolution: 1997-2005 SCHULTZ BROS. 5H IP30: 2322 MCF/D 7 BOP/D LIPSCOMB WOODWARD ELLIS HANSFORD OCHILTREE WET WHEAT 341-2H IP30: 2730 MCF/D 14 BOP/D HUTCHINSON DEWEY ROBERTS HEMPHILL ROGER MILLS…
  11. IPAAs OGIS New York – Jones Energy Inc. – slide 11
    Cleveland Play Today JOHN B DOYLE 703-15H IP30: 2745 MCF/D 645 BOP/D LIPSCOMB WOODWARD ELLIS HANSFORD JONES TRUST 189-4H IP30: 1296 MCF/D 684 BOP/D OCHILTREE BIG LAKE 102-2H IP30: 5756 MCF/D 287 BOP/D KELLN 65-2H…
  12. IPAAs OGIS New York – Jones Energy Inc. – slide 12
    Cleveland Inventory Continues to Grow Opportunity set is large with play spanning 3,300 square miles 800 Sabine 700 Chalker 600 500 Crusader 400 Shattuck Exxon 300 200 100 - 2004 2005 2006 2007 2008 2009…
  13. IPAAs OGIS New York – Jones Energy Inc. – slide 13
    Historical Cleveland Operating Data Rate of Penetration (Ft per day) [1] Lateral Length (Feet) [1] 532 4,260 4,088 3,948 478 473 3,854 462 3,600 3,586 448 3,476 426 428 410 393 2,381 354 2,056 1,791 2004 2005 2006 2007…
  14. IPAAs OGIS New York – Jones Energy Inc. – slide 14
    Strong IP 30s and Low Costs Allow Us to Generate High Returns Cleveland IP 30 Historical Data (2011-2013) [1] 3-Year IP30 Average: 504 Boe/d 30 25 20 Well Count (106) 15 10 5 0 0-50 50-100 100-200 200-300 300-400…
  15. IPAAs OGIS New York – Jones Energy Inc. – slide 15
    Woodford Overview Solid returns with running room Highlights Active Operators Spud 51 horizontal wells Hughes Vanguard AMI (6 Active Rigs) 4.1 MBoe/d 4Q13 net production Pittsburg 26.2 MMBoe proved reserves (2) (1) Strategy…
  16. IPAAs OGIS New York – Jones Energy Inc. – slide 16
    Tonkawa Overview Provides incremental growth opportunity with 209 drilling locations Key Well Results in JONE 2014 Focus Area Apache IP30 930 BOPD + 1,546 MCFD Apache IP30 552 BOPD + 783 MCFD Apache IP30 364 BOPD +…
  17. IPAAs OGIS New York – Jones Energy Inc. – slide 17
    Trusted Partner for Numerous Large E&P Companies Jones controls drilling and completion in all deals Selected Active Partnerships Company Active Formation History Total Remaining Locations Partner since 2000, Cleveland 273 157…
  18. IPAAs OGIS New York – Jones Energy Inc. – slide 18
    Growth Potential in our Backyard Mid-Con Focus drives scale and capability for opportunistic acquisitions Best-in-Class Operations in Woodford provide huge upside Completion Optimization continues to enhance results Stacked Pay…

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