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Barclays Capital CEO Energy Power Conference – Stone Energy Corp.

Stone Energy Corp. · Sep 8, 2015 · 20 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 Capital CEO Energy Power Conference – Stone Energy Corp. – slide 1
    Stone Energy Corporation (SGY) Barclays CEO Power-Energy Conference September 2015
  2. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 2
    Stone is Active in Lowest (Non-OPEC) Cost of Supply Basins Achieving Milestones 6.00 NYMEX Breakdown for 15% ATAX IRR Stone focus areas Gas Supply Cost 5.00 H 4.00 a y F n 3.00 N a B e Stone i y a s G e r v o r t…
  3. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 3
    Managing Liquidity Position Achieving Milestones 900 Liquidity Profile Cash* 800 Undrawn Credit Facility** 90 million in cash* 2017 Convertible Notes 1.75% 500 million undrawn credit facility ** 700 2022 Senior Notes 7.5%…
  4. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 4
    Addressing Upcoming 2017 Convertible Notes Achieving Milestones Available Options Restructure existing Convertible Notes Second Lien Note Use bank credit facility Sell non-core assets Sale-lease back of GOM infrastructure JV…
  5. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 5
    Capital and Expense Spending Reduced in Response to Low Commodity Prices Achieving Milestones MM Capital MM LOE 1,000 250 Base LOE 900 800 895 200 201 700 695 182 600 150 500 400 450 100 120 300 200 50 100 0 0…
  6. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 6
    2015 Capital Focused on Deep Water Development Projects Achieving Milestones Capital Budget 450 mm Disciplined Capital Program With Catalysts 8% 88% 4% Gulf of Mexico Cardona No. 6, Online late August 2015 GOM Appalachia…
  7. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 7
    Leveraging Mississippi Canyon Infrastructure Achieving Milestones SGY Critical Mass 2 Platform Production Hubs Low Cost Tie-Backs 50 Leases Advantaged Infrastructure 20 Prospects Enhanced Project Economics Potential 3rd party…
  8. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 8
    Steady Cardona Production Achieving Milestones Shale Out Cardona Project Cardona Salt SGY 65% W.I. Cardona 4 4 Well Tie Back Loop Enables Future Tie Backs Net EUR: 5-19 mmboe (Pmean 12 mmboe) Dev Cost: 31 per boe Oil Price:…
  9. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 9
    Amethyst Development Is On Track For Early 2016 Start Up Achieving Milestones Amethyst 100% working interest VK989 VK990 Amethyst Pompano Discovered 2014 Discovery Field Gas and Condensate Reserve range 50-197 bcfe (Mean 118…
  10. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 10
    Pompano Development Program Provides Highest ROR in Portfolio Achieving Milestones Pompano Platform A-25 ST Pompano Platform Rig SGY 100% Operator SGY PUD Pliocene A-15 ST2 SGY 100% W. I. SGY 100% 3 - 4 Well Program Operator…
  11. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 11
    Lamprey Prospect Adjacent to Great White Production Achieving Milestones AC 857 1 SGY 100% in 3 leases 104 - 547 mmboe gross Great White Producing to North DHC 67 mm net Great White Lamprey 2 Lamprey 1 3 Great…
  12. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 12
    Near Term Exploration Prospects Provide Significant Potential Achieving Milestones Vernaccia Prospect Derbio Prospect Rampart Prospect Apple Prospect Salt Salt Salt Pompano Pompano Pompano Amberjack Amberjack…
  13. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 13
    Gulf of Mexico Drill Program with ENSCO 8503 Achieving Milestones Drilling and Utilization Plan Day rate low 340s, 24 month agreement Drill operated projects at targeted reduced interest Discussions with other operators for rig…
  14. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 14
    Condensate Rich Marcellus Shale Achieving Milestones Christine Area 2015 Drilling & Completion Suspension 26,200 acres s 2014 Proved Reserves: 526 bcfe 2014 Probable & Possible Reserves: 531 bcfe Mary Heather Field Potential…
  15. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 15
    Infrastructure Moving Supply To Demand Achieving Milestones Midwest & Canada Forward Market North & Northeast mmcfd mmcfd App to HH differential over 1.10 in 2015 to under 0.70 in 2018 Transco 525 Rockies Express 1,200 2015…
  16. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 16
    Prolific Appalachia Utica Shale Extends Across Stone Acreage Achieving Milestones Range Claysville SC IP: 59 mmcfed Utica Dry Gas 35,000 Net Acres Potential 2016 Development Rice Bigfoot IP: 42 mmcfed Over 200 Potential Well…
  17. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 17
    Position for Low Price Environment Achieving Milestones Active in low cost of supply basins Responding to low price environment Diversified across commodities and play types 2015 capex focused on near term cash flow Amethyst…
  18. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 18
    Achieving Milestones Appendix 19
  19. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 19
    Hedging Transactions Achieving Milestones Oil Natural Gas Volume Volume (Bbls/d) Price (Mmbtu/d) Price 2015 1,000 89.00 2015 10,000 4.01 2015 1,000 90.00 2015 10,000 4.12 2015 1,000 90.25 2015 10,000 4.15 2015 1,000 90.40…
  20. Barclays Capital CEO Energy Power Conference – Stone Energy Corp. – slide 20
    Key Statistics Achieving Milestones 12 Months Ending 6/30/15 2 Net Income (700) Market Capitalization 300 Million Enterprise Value 2 1.3 Billion Interest expense 41 Trailing 12 Month EBITDA 1 378 Million Income taxes (385)…

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