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NAPTP MLP Investor Conference – Atlas Energy, L.P

Atlas Energy, L.P · May 20, 2015 · 26 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. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 1
    2015 NAPTP MLP Investor Conference Daniel C. Herz, President Atlas Energy Group May 20, 2015
  2. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 2
    A History of Value Creation Atlas and its related companies have a track record of creating substantial value for stakeholders over the past several decades The recently completed Targa transaction represents yet another milestone…
  3. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 3
    A History of Value Creation Atlas has provided repeated substantial returns over the years in each of its various stages of growth and development CAGR: 27% CAGR: 41% CAGR: 67% 1999 2000 2004 2011 2015 Future Atlas Chevron…
  4. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 4
    Atlas Energy Group, LLC Atlas Energy Group owns the following General Partner interests and investment assets: GP & IDR interests in Atlas Resource Partners (ARP), as well as a 26% limited partner interest in ARP 80% GP & IDR…
  5. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 5
    Atlas Energy Group, LLC An energy general partner focused on growth of its enterprises with minimal capital investment Atlas capital raising offers substantial ability to build new businesses Ability to grow cash flow from…
  6. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 6
    Atlas Family Corporate Structure Atlas Energy Group owns multiple GP interests and cash flow streams Atlas Energy Group, LLC General Partner General Partner General Partner General Partner Private E&P Future Development NYSE:…
  7. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 7
    ATLAS RESOURCE PARTNERS 8
  8. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 8
    ARP Profile Long-lived oil & gas production and fee income providing investors a stable cash flow stream Stable cash flow from diverse asset base and fee- ARP Key Statistics based income through partnership business Market Cap: 750…
  9. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 9
    Producing Regions Operating Statistics Net Acreage: 1,472,000 Net Developed: 696,000 Net Undeveloped: 776,000 Producing Wells: 14,000 Powder Pittsburgh ARP Operations: 12 states River Basin Office Addtl ARP Non-Op:…
  10. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 10
    Reserve Summary ARPs proved reserves have low decline rates and operating costs Year End 2014 Reserve Summary (1) Gas (Bcf) Oil (MMbbl) NGL (MMbbl) Total (Bcfe) % of Reserves PV-10 (MM) Proved Developed 763.0 17.7 9.7 927.9 64.9%…
  11. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 11
    Hedging Provides Stable Cash Flow ARP employs a consistent and conservative hedging strategy to stabilize future cash flow streams 98% of oil & natural gas hedges are fixed price swaps; no exposure from exotic positions or expensive…
  12. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 12
    ARP: Advantaged Business Model Expand and diversify production base through acquisition of mature, long-lived properties 2.2B in acquisitions since March 2012 Diversified asset base offers operating scale and significant opportunity…
  13. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 13
    Partnership Management Advantages Over 40 years of raising Strong History partnership funds Programs are sold in all 50 Breadth of Market Access states; over 50,000 active investors Atlas internal resources handle all regulatory…
  14. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 14
    Mutual Benefits from Partnership Management Upfront fees recognized as investor capital is deployed Substantial 1st year tax Ongoing fees from the deduction ( 90% of investment) Atlas management of production and Cash flow from 70%…
  15. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 15
    Partnership Income Breakdown Description Fee Structure FY 2014 Margin Upfront Fee Income Realized upon 15% markup on costs Well Construction & deployment of funded by partners 22.6 MM Completion investor funds Realized when a…
  16. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 16
    Cash Flow Stability Total Company Gross Margin Comprehensive hedge position stabilizes future gas and oil Partnership Unhedged production revenues; substantial Production Margin portion of acquired production is 18% Margin…
  17. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 17
    ARP Capitalization Summary ARP March 31, 2015 Capitalization March 31, 2015 Cash & Cash Equivalents 2.6 Credit Facility Borrowings 559.0 Second Lien Financing 235.3 Senior Unsecured Notes 698.5 Market Capitalization (1) 750.0…
  18. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 18
    Lightfoot Capital Partners Atlas Energy Group owns a 15.9% Lightfoot Partnership Structure general partner interest and 12.0% limited partner interest in Lightfoot Capital Partners, L.P. Lightfoot is focused on developing new…
  19. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 19
    Atlas Energy - Investment Summary An energy general partner focused on growth of its enterprises with minimal capital investment Atlas capital raising offers substantial ability to build new businesses Ability to grow cash flow…
  20. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 20
    21
  21. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 21
    APPENDIX 22
  22. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 22
    Barnett Shale & Appalachia Basin Barnett Shale Appalachia Basin Denton Co. Tarrant Co. Majority of the assets located in the core portion of the 38 mmcfe/d of net production in Q4 2014 (includes Utica Barnett Shale…
  23. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 23
    Raton / Black Warrior/ County Line (CBM Assets) Stable producing, shallow decline assets with low operating costs Assets include gathering systems Q4 2014 production of 105.6 MMcf/d Raton (New Mexico) Black Warrior (Alabama) County…
  24. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 24
    Rangely Summary 25% WI, 23% NRI Chevron Corporation operates the assets and owns a 68% working interest Approximately 380 producing wells and 270 Rangely Field injector wells 1P: 47 Mmboe Shallow base decline of 3-4% over the past…
  25. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 25
    Eagle Ford Asset Overview Located in the oil window of the Eagle Ford Shale in Atascosa Co., TX 12 MMBoe of oil-rich reserves, 86% Oil 100% WI / 74% NRI 100% operated Approximately 4,000 net acres 26
  26. NAPTP MLP Investor Conference – Atlas Energy, L.P – slide 26
    Other Inventory of Properties Mississippi Lime 20,000 net acres in the core of the Mississippi Lime play in northwestern OK ARP Position 100+ drilling locations Established gas gathering, water gathering and electrical…

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