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Barclays CEO Energy Power Conference – Stone Energy Corp.

Stone Energy Corp. · Sep 3, 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. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 1
    Strategic Growth Strategic Growth Barclays CEO Energy Power Conference New York September 2014 1
  2. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 2
    Strategic Growth Strategic Growth Significant Exploration Exposure Production 1 Material Deep Water and Deep Gas prospects 100 100% Utica Shale potential Range 90% Base 80 Percent Liquids 80% Robust Development Programs 70%…
  3. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 3
    Strategic Growth Liquidity Funding Available: 1 445 Million Cash Equity Offering Non-core Asset Sales 500 Million Bank Facility Undrawn 2 820 Million in Revenue Hedged (2014-2016) Joint ventures and Farm-in agreements Public…
  4. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 4
    Strategic Growth Capital Budget 2014 1 825 Million Capital by Focus Area 87% budgeted to growth areas 3% Deep Water 61% Deep water/Deep gas 10% Business Development 26% Appalachian basin 26% Marcellus Shale 58% Conventional…
  5. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 5
    Strategic Growth Growth Areas Contributing 1 Activity Update Deep Water Amethyst Discovery Cardona, Cardona South Success Appalachia Accelerated Cardona Development Negotiating Deep Water Rig Contract Morgantown 92,000 acres…
  6. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 6
    Strategic Growth 5 Year Plan: Appalachia Christine Field 31,000 acres 2014 s Complete 28-34 Marcellus laterals Mary Heather Field Drill 32-38 horizontal Marcellus laterals Mary Field 5,800 acres 35,200 acres 26 producing wells…
  7. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 7
    Appalachia Mid-Stream and Marketing Strategic Growth MOUNDSVILLE OAK GROVE FT. BEELER Firm sales agreements 130 mmbtupd through October 2015 M2 sales point TEXAS Eastern Pipeline M2 Sales Point Firm transportation on Williams…
  8. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 8
    Strategic Growth Utica Exploration: Pribble 6H Rice Bigfoot IP: 42 mmcfed Chevron Conner IP: 23 mmcfed Mary Field Utica Potential Gulfport Irons IP: 30 mmcfed 28,500 net acres High rate offset wells Gastar Simms U-4H HG…
  9. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 9
    5 Year Plan: Deep Water Strategic Growth 2014 Completed Cardona and Cardona South wells Cardona subsea tieback installation on target Sanctioned Amethyst development Execute multi year deepwater rig contract Build inventory…
  10. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 10
    1 Development Projects Increasing Production Strategic Growth Deep water production expected to double by 2016 Cardona Nos. 4 & 5 projected online 1Q 2015 Amberjack rig projected 1Q 2015 Pompano rig projected late 2015 Deep…
  11. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 11
    Cardona Development Project 1 Strategic Growth Shale Out Cardona No. 4 Drilled and completed Cardona Salt Anticipated online 1Q 2015 Projected gross rate 6,000 boepd 4 EUR 4-8 mmboe Cardona No. 5 Drilled and completed…
  12. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 12
    Strategic Growth Deep Water Platform Rig Programs Pompano Platform A-25 ST M Sr. SGY 100% Operator SGY SGY 100% Brutus PUD Pliocene A-15 ST2 Operator SGY M Sand SGY 100% SGY 100% Amplitude Operator SGY Operator SGY E-2/E-3…
  13. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 13
    1 Amethyst Development Project Strategic Growth Amethyst 100% working interest Discovery Pompano Est EUR gross 60 - 240 bcfe Field MC26 Derbio Liquids 40 to 60 bbls per mmcf MC72 Est. 40 - 80 mmcfed rate potential…
  14. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 14
    Strategic Growth Deep Water Exploration Portfolio Legend 1 2015-17 Prospect 107 Deep Water leases Lafayette New Orleans Houston 20 High potential prospects Carrick 17 Tie back exploration projects Amethyst Mica Deep/ST Ruby…
  15. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 15
    1 Strategic Growth Deep Water Wells 2014 to 2017 Planned Rig Schedule (Subject to change) 2014 2015 2016 2017 ID Name 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 2014 2015 2016 2017 2018 SGY Operated Oct Nov Dec Q4 Jan Feb Q1 Mar…
  16. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 16
    1, 2 5 Year Plan: Deep Gas Strategic Growth 2014 Planned Rig Schedule (Subject to Change) Commenced Tom Cat production ID Name 2014 2015 2014 Prospect 4Q 2015 2016 1Q 2Q 3Q 4Q 1 or 2 Deep Gas exploration prospects 2 Q4…
  17. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 17
    Strategic Growth Conventional Shelf: Capture Core Property Value Non-core Property Sale Complete Offshore Package sold 200 million Onshore Package sold 95 million P&A eliminated 150 million Scarlet MP 288 2015 Estimated Impact of…
  18. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 18
    Stone Energy Investment Thesis Strategic Growth Significant 2014 Exploration Exposure 1 Estimated Capital Expenditures Deep Water: Amethyst, Mica Deep , Potential farm-in 1200 Range Capital 1000 Deep Gas: Tomcat 800…
  19. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 19
    Strategic Growth Appendix 20
  20. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 20
    Key Statistics Strategic Growth 12 Months Ending 6/30/14 2 Net Income 68 Market Capitalization 1.9 Billion Enterprise Value 2 2.7 Billion Interest expense 33 Trailing 12 Month EBITDA 1 563 Million Income taxes 41 EV/EBITDA 2…
  21. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 21
    Strategic Growth Hedging Transactions Crude Oil Natural Gas Volume Volume (Bbls/d) Price (Mmbtu/d) Price 2014 1,000 90.06 2014 10,000 4.00 2014 1,000 ** 90.25 2014 10,000 4.04 2014 1,000 92.25 2014 10,000 4.11 2014 1,000 93.55…
  22. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 22
    Strategic Growth Company Contacts 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 Michael…
  23. Barclays CEO Energy Power Conference – Stone Energy Corp. – slide 23
    Strategic Growth 24

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