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February 2018 Investor Presentation – Jones Energy Inc.

Jones Energy Inc. · Feb 9, 2018 · 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. February 2018 Investor Presentation – Jones Energy Inc. – slide 1
    February Investor Presentation February 6, 2018
  2. February 2018 Investor Presentation – Jones Energy Inc. – slide 2
    Jones Energy Overview Asset Summary JONE Western Anadarko Basin Eastern Anadarko Basin MERGE NYSE Ticker Merge CLEVELAND 22,500 net acres Current production of 5.9 Mboe/d[3] 1.26 28.3 MMboe of Proved reserves[4] Class A…
  3. February 2018 Investor Presentation – Jones Energy Inc. – slide 3
    Merge Play Overview Anadarko Basin Merge Merge located between the NW Stratigraphic Column STACK and the SCOOP within the STACK Big Lime Blackjack Anadarko Basin Dewey Blaine Oswego Creek Pennsylvanian Kingfisher Prue…
  4. February 2018 Investor Presentation – Jones Energy Inc. – slide 4
    JONE Merge Snapshot Summary Stats Acreage Map Current net acreage: 22,500 Total sections: 218 Operated sections:[1] 38 Wells spud to date: 31 Producing 23 DUCs 6 Drilling 2 Current Production (Boe/d):[2] 5,892 Net…
  5. February 2018 Investor Presentation – Jones Energy Inc. – slide 5
    Merge Well Results 1 JONE - Bomhoff 1H 1 JONE - Bomhoff 2H 13 JONE Hasten 1H 6 MRO - 1-11MH Hrdy 4,196 Lateral Length 4,428 Lateral Length 4,476 Lateral Length 4,935 Lateral Length Peak IP30: 741 Boe/d (32% oil) Peak IP30:1,345 Boe/d…
  6. February 2018 Investor Presentation – Jones Energy Inc. – slide 6
    Merge Woodford: Industry Leaders Affirm JONE Thesis Recent announcements at 3Q 2017 JONE Bomhoff & Rosewood area Bomhoff 1H 741 Boe/d (32% Oil) earnings from XEC and EOG affirm Rosewood 3H 739 Boe/d (47% Oil) JONE acreage quality.…
  7. February 2018 Investor Presentation – Jones Energy Inc. – slide 7
    JONE Well Performance In The Merge Meramec Woodford Completion optimization on-going with positive results Meramec high initial rates drive IRRs JONE testing Gen 4 design today Industry pilots testing well spacing assumptions…
  8. February 2018 Investor Presentation – Jones Energy Inc. – slide 8
    Drill Pace Driving Merge Execution and Efficiencies JONE Drill Times Spud to TD [1] 25 23.7 Fastest well 21.1 20 18.8 drilled in JONE Drilling Days history during 15 13.2 4Q17 10 8.3 5 0 1Q17 2Q17 3Q17 4Q17 BEST…
  9. February 2018 Investor Presentation – Jones Energy Inc. – slide 9
    Deep Inventory of Drilling Locations in the Merge DSU Reserve Inventory and Potential Upside Over 5,400 potential gross drilling locations in the 1 Mile Merge 395 locations in the Upper Meramec 400 locations in the Lower…
  10. February 2018 Investor Presentation – Jones Energy Inc. – slide 10
    Western Anadarko Strategy Large, legacy asset with significant cash flow and acreage 940 gross producing wells across 152k net acres 16.4 Mboe/d current production[1] JONE Acreage Significant drilling inventory across Cleveland…
  11. February 2018 Investor Presentation – Jones Energy Inc. – slide 11
    2018 Capital Budget Key Points: Capex by Category Leasing & Majority of capital budget focused WAB D&C Other 7% on development of Merge assets Merge Non- 11% Op D&C 5.4 6.1 million per well AFE[1] 10% 700 1,100 Mboe EUR per…
  12. February 2018 Investor Presentation – Jones Energy Inc. – slide 12
    APPENDIX
  13. February 2018 Investor Presentation – Jones Energy Inc. – slide 13
    Merge Represents Best of Both from STACK/SCOOP Meramec Woodford Fairway Oil Fairway Mississippian Wells JONE Acreage Woodford Wells Mississippian Play Type: JONE Acreage Meramec (Siltstone) Upper Woodford Sycamore (limestone)…
  14. February 2018 Investor Presentation – Jones Energy Inc. – slide 14
    Merge Poised To Follow Similar Progression to SCOOP/STACK NFX Identifies Meramec Potential Merge Delineation and Citizen Energy Gov. James well STACK While Pushing Woodford Up Dip CLR Establishes SCOOP Establishes Meramec Potential…
  15. February 2018 Investor Presentation – Jones Energy Inc. – slide 15
    Merge Meramec Evolution PRE - 2015 2016 - JONE Entrance 2017 JONE Bomhoff & Rosemary pads CLR Pudge & Ryan Citizen Energy Gov. James Express pads 5,000 lateral length IP30: 2,074 Boe/d (70% Oil) Ward Petroleum Lynda…
  16. February 2018 Investor Presentation – Jones Energy Inc. – slide 16
    JONE Reserves Data as of December 31 st , 2017 Reserves Summary[1] WAB Merge Total Reserves PV-10 Reserves PV-10 Reserves PV-10 (MMBoe) (mm) (MMBoe) (mm) (MMBoe) (mm) PDP 45.5 335 8.6 88 54.1 423 PDNP[2] 2.7 8 5.4 55 8.1 63 PUD…
  17. February 2018 Investor Presentation – Jones Energy Inc. – slide 17
    Merge Type Curve Data Single Section IP Range EUR Range Gross AFE Range % Oil % Liquids Type Curve (Boe/d) (MBoe) Locations (mm) Meramec 800 - 1,200 700 - 1,100 10% - 40% 50% - 70% 795 5.4 - 6.1 Woodford 500 - 1,000 800 - 1,400…
  18. February 2018 Investor Presentation – Jones Energy Inc. – slide 18
    2018 Guidance 2018E 1Q18E Total Production (MMBoe) 7.0 7.8 1.7 1.9 Average Daily Production (MBoe/d) 19.3 21.5 19.2 21.4 Crude Oil (MBbl/d) 5.6 6.2 Natural Gas (MMcf/d) 46.4 51.5 NGLs (MBbl/d) 6.0 6.7 Lease Operating Expense…
  19. February 2018 Investor Presentation – Jones Energy Inc. – slide 19
    Hedge Position 2018 2019 2020 Oil Hedges Swaps Sold (MBbl) 2,364 1,020 660 Price (/Bbl) 51.08 50.04 50.00 Collars (MBbl) 810 Floor (/Bbl) 48.52 Ceiling (/Bbl) 59.64 Gas Hedges Swaps Sold (MMcf) 18,190 7,260 8,400 Price…
  20. February 2018 Investor Presentation – Jones Energy Inc. – slide 20
    Experienced Management Team Founded Jones Energy in 1988 +30 years of industry experience focused in the US Mid-Continent Formerly geologist with subsidiaries and affiliates of British Petroleum Active in the American Association of…
  21. February 2018 Investor Presentation – Jones Energy Inc. – slide 21
    Reconciliation of PV 10 to Standardized Measure Year ended December 31, ( in millions) FY2015 FY2016 FY2017 Standardized measure 464.8 383.5 567.2 Present value of future income taxes discounted at 10% 5.1 17.9 59.4 PV-10 469.9…
  22. February 2018 Investor Presentation – Jones Energy Inc. – slide 22
    Corporate Structure Class B Common Stock Class A Common Stock 9.6 million shares 90.1 million shares Metalmark, 10% of voting power in 90% of voting power in Management Jones Energy, Inc. Jones Energy, Inc. Public & Other…

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