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Jefferies Energy Conference – Stone Energy Corp.

Stone Energy Corp. · Nov 11, 2014 · 22 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. Jefferies Energy Conference – Stone Energy Corp. – slide 1
    Strategic Growth Strategic Growth Jefferies Energy Conference Houston, TX. November 2014 1
  2. Jefferies Energy Conference – Stone Energy Corp. – slide 2
    1 Growth Areas Contributing Strategic Growth Activity Update Deep Water Amethyst Long Lead Items Ordered Cardona, Cardona South Production 12/14 Appalachia Multi Year Deep Water Rig Contract Appalachia Morgantown 92,000…
  3. Jefferies Energy Conference – Stone Energy Corp. – slide 3
    Success Drives 2014 Capital Budget Strategic Growth 1 895 Million Drilling Successes and Exploration Amethyst success and long leads Capital by Focus Area Cardona success and acceleration 3% Deep Water Marcellus efficiency…
  4. Jefferies Energy Conference – Stone Energy Corp. – slide 4
    Strategic Growth Liquidity Funding Available: 1 307 Million Cash Equity Offering Non-core Asset Sales 500 Million Bank Facility Undrawn 2 886 Million in Revenue Hedged (2014-2016) Joint ventures and Farm-in agreements Public…
  5. Jefferies Energy Conference – Stone Energy Corp. – slide 5
    2015 Capital Flexibility Strategic Growth Capital Levers Capital Impact Delay Amberjack platform program Capital reduction, 2016 rate impact Marcellus drilling timeout Capital reduction, Optimize value Minimize deep gas and…
  6. Jefferies Energy Conference – Stone Energy Corp. – slide 6
    5 Year Plan: Deep Water Strategic Growth 2014 Completed Cardona and Cardona South wells Cardona subsea tieback installation on target Amethyst long lead items ordered Executed multi-year rig contract Drill Madison prospect…
  7. Jefferies Energy Conference – Stone Energy Corp. – slide 7
    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…
  8. Jefferies Energy Conference – Stone Energy Corp. – slide 8
    1 Cardona Development Project 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…
  9. Jefferies Energy Conference – Stone Energy Corp. – slide 9
    Deep Water Platform Rig Programs Strategic Growth 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…
  10. Jefferies Energy Conference – Stone Energy Corp. – slide 10
    1 Amethyst Development Project Strategic Growth Amethyst Discovery 100% working interest Pompano Field Est EUR gross 60 - 240 bcfe MC26 Derbio Liquids 40 to 60 bbls per mmcf MC72 Est. 40 - 80 mmcfed rate potential…
  11. Jefferies Energy Conference – Stone Energy Corp. – slide 11
    Deep Water Exploration Portfolio Strategic Growth Legend 1 2015-17 Prospect 112 Deep Water leases Lafayette New Orleans Houston 20 High potential prospects Carrick 17 Tie back exploration projects Amethyst Mica Deep/ST…
  12. Jefferies Energy Conference – Stone Energy Corp. – slide 12
    1 Strategic Growth Deep Water Prospects and Rig Schedule 2014-2017 Planned Rig Schedule (Subject to change) 2014 2015 2016 2017 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q SGY Operated Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sept…
  13. Jefferies Energy Conference – Stone Energy Corp. – slide 13
    Strategic Growth 5 Year Plan: Appalachia Christine Field 31,000 acres 2014 s Complete 34 Marcellus laterals Mary Heather Field Drill over 35 horizontal Marcellus laterals Mary Field 5,800 acres 35,200 acres 26 producing wells…
  14. Jefferies Energy Conference – Stone Energy Corp. – slide 14
    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…
  15. Jefferies Energy Conference – Stone Energy Corp. – slide 15
    Utica Exploration: Mary Field Pribble No. 6H Well Strategic Growth 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 HG…
  16. Jefferies Energy Conference – Stone Energy Corp. – slide 16
    1, 2 5 Year Plan: Deep Gas Strategic Growth Planned Rig Schedule (Subject to Change) 1 to 3 gross Deep Gas exploration ID wells Name 2014 2015 2014 Prospect 4Q 2015 2016 1Q 2Q 3Q 4Q Q4 Q1 Q2 Q3 Q4 Q1 Q2 Continue to build…
  17. Jefferies Energy Conference – Stone Energy Corp. – slide 17
    Strategic Growth Conventional Shelf: Capture Core Property Value Main Pass 288 and Ship Shoal 113 Primarily Oil 6,000 boepd Drilling potential Retained option for 50% deep rights Significantly lower P&A after 2015 Scarlet…
  18. Jefferies Energy 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 , Madison 1200 Range Capital 1000 Deep Gas: Tomcat, South Erath 2 800…
  19. Jefferies Energy Conference – Stone Energy Corp. – slide 19
    Strategic Growth Appendix 20
  20. Jefferies Energy Conference – Stone Energy Corp. – slide 20
    Key Statistics Strategic Growth 12 Months Ending 9/30/14 2 Net Income 3 Market Capitalization 1.3 Billion Enterprise Value 2 2.0 Billion Interest expense 35 Trailing 12 Month EBITDA 1 498 Million Income taxes 6 EV/EBITDA 2…
  21. Jefferies Energy Conference – Stone Energy Corp. – slide 21
    Hedging Transactions Strategic Growth 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 2014…
  22. Jefferies Energy 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…

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