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EnerCom The Oil and Gas Conference – Wunderlich Securities Inc.

Wunderlich Securities Inc. · Aug 19, 2015 · 14 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. EnerCom The Oil and Gas Conference – Wunderlich Securities Inc. – slide 1
    Oil and Gas Industry Research August 19, 2015 Art Hogan Director of Research (212) 402-2056 (617) 694-6901 (cell) arthoganwundernet.com Irene Haas Jason Wangler Managing Director Managing Director (713) 403-3980 (713)…
  2. EnerCom The Oil and Gas Conference – Wunderlich Securities Inc. – slide 2
    Lower 48 Resource Plays Source: EIA, annotated by Wunderlich Securities, Inc. 2
  3. EnerCom The Oil and Gas Conference – Wunderlich Securities Inc. – slide 3
    Permian Midland Basin 3 Source: DrillingInfo, annotated by Wunderlich Securities, Inc.
  4. EnerCom The Oil and Gas Conference – Wunderlich Securities Inc. – slide 4
    North Delaware Basin: Eddy and Lea 4 Source: DrillingInfo, annotated by Wunderlich Securities, Inc.
  5. EnerCom The Oil and Gas Conference – Wunderlich Securities Inc. – slide 5
    South Delaware Basin: From Culberson to Pecos 5 Source: DrillingInfo, test data from public sources, annotated by Wunderlich Securities, Inc.
  6. EnerCom The Oil and Gas Conference – Wunderlich Securities Inc. – slide 6
    Niobrara 6 Source: DrillingInfo, annotated by Wunderlich Securities, Inc.
  7. EnerCom The Oil and Gas Conference – Wunderlich Securities Inc. – slide 7
    Utica Shale Ohio 7 Source: Drilling Info: Permits Map Color coded by producers annotated by Wunderlich Securities, Inc.
  8. EnerCom The Oil and Gas Conference – Wunderlich Securities Inc. – slide 8
    Utica Shale Ohio and Pennsylvania Source: Drilling Info: Permits Map Color coded by producers annotated by Wunderlich Securities, Inc. 8
  9. EnerCom The Oil and Gas Conference – Wunderlich Securities Inc. – slide 9
    Factors Impacting WTI Boosting Prices: Dampening Prices: 11. U.S. Demand growth is responding to GDP growth 1 Local crude out-running gathering 22. Inland crudes getting to the coasts are displacing 2 Local demand disruptions such as…
  10. EnerCom The Oil and Gas Conference – Wunderlich Securities Inc. – slide 10
    Factors Impacting Brent Boosting Prices: Dampening Prices: 1 Increase in global demand due to cheaper oil 1 OPECs commitment to regaining market shares Supply disruptions, long term or short term, 2 Iran production returning to normal…
  11. EnerCom The Oil and Gas Conference – Wunderlich Securities Inc. – slide 11
    Long Term Gas Prices Will we see 4.00/mcf Boosting Prices: Dampening Prices: DOE Approved LNG Export Projects Possible lags in industrial/commercial demand 1. Sabine Pass Liquefaction LLC (4Q 2015) Weather related heating and cooling…
  12. EnerCom The Oil and Gas Conference – Wunderlich Securities Inc. – slide 12
    S&P 500 v. WTI Crude (3-mo) 12
  13. EnerCom The Oil and Gas Conference – Wunderlich Securities Inc. – slide 13
    COMPANIES MENTIONED Ticker Rating Price Price Target Ticker Rating Price Price Target HK BUY 0.90 2.00 NBL BUY 35.44 60.00 PDCE BUY 56.13 62.00 SYRG BUY 10.36 15.00 EVEP HOLD 9.03 11.00 MHR HOLD 0.97 NA GST BUY 1.41 3.00 CLR HOLD 32.99…
  14. EnerCom The Oil and Gas Conference – Wunderlich Securities Inc. – slide 14
    General disclosures: Prices are as of the close of Aug 17 2015. Ratings Distribution (in Percentages) & Investment Banking Disclosure Chart Information Ratings Distribution & Investment Banking Disclosure Ratings Investment Rating…

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