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B Riley Energy Conference – Lonestar Resources Ltd.

Lonestar Resources Ltd. · May 23, 2018 · 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. B Riley Energy Conference – Lonestar Resources Ltd. – slide 1
    Lonestar Resources US, Inc. B. Riley Conference May 23, 2018
  2. B Riley Energy Conference – Lonestar Resources Ltd. – slide 2
    Company Profile Pure Play Eagle Ford Player With Proven Operational Excellence Share Price YTD +58,000 Net Acres in the Crude Oil Window of the Eagle Ford Shale 12.00 300 Increased Proved Reserves 82% YOY to 73.6 MMBoe in 2017 11.00…
  3. B Riley Energy Conference – Lonestar Resources Ltd. – slide 3
    Experienced Management Team Executive Previous Experience Biography 37 years experience in the oil and gas industry John H. Pinkerton Founder, Chairman and Chief Executive Officer Range Resources Chairman of the Board Built Range…
  4. B Riley Energy Conference – Lonestar Resources Ltd. – slide 4
    Company Profile Production 6,495Boe/d Eastern 5,495 Boe/d Oil 67% Oil 55% NGL's 16% NGL's 21% Gas Gas 17% 24% Central 2016 2017 Proved Reserves1 Western 76.2 MMBoe 44.9 MMBoe Oil 69% Oil 60% NGL's 15% NGL's…
  5. B Riley Energy Conference – Lonestar Resources Ltd. – slide 5
    2017 Capital Results vs. Peers 2017 Reserve Replacement Ratio Reserve Replacement as a % of 2017 Production 2,000% 1499% 1,500% 1,000% 601% 500% 0% WRD LONE SRCI HK PVAC HPR SBOW FANG PDCE MTDR XOG LPI CXO CLR OAS…
  6. B Riley Energy Conference – Lonestar Resources Ltd. – slide 6
    Crude Oil Weighted Production Yields High Margins 1Q18 LOE / Boe Cost and % Liquids 1Q18 EBITDAX Margin /BOE % Liquids /BOE 97% % Liquids 10.00 100% 45.00 100% 89% 88% 88% 89% 97% 85% 86% 86% 90% 85% 90% 40.00 76% 78% 78% 8.00…
  7. B Riley Energy Conference – Lonestar Resources Ltd. – slide 7
    Rapidly Improving Financial Metrics Average Daily Production vs. Annualized Adjusted EBITDAX Debt / Adjusted EBITDAX 150 12,000 6.0x 125 10,000 5.5x Annualizeed EBITDAX (MM) Daily Production (Boepd) 5.0x 100 8,000 4.5x 75…
  8. B Riley Energy Conference – Lonestar Resources Ltd. – slide 8
    Strip PV-10 Per Share Strip PV-10 1 Strip PV-101 Less Net Debt (Per Share) 700 700 647.6 10.98 600 600 500 500 400 382.0 400 8.27 Net PV-10 PV-10 300 Preferred 300 Net Debt 200 40 200 350 100 30 100 250 ) m 0…
  9. B Riley Energy Conference – Lonestar Resources Ltd. – slide 9
    Geo-Engineered Completions Continue to Improve Results Technical Process Application Experience Vertical Pilot Logs Used To Select Geo-target to Optimize Both Reservoir & Mechanical Properties Horned Frog (2015,2018) Reservoir…
  10. B Riley Energy Conference – Lonestar Resources Ltd. – slide 10
    The Value of Extended Reach Laterals in the Eagle Ford Surface & Facilities Drilling Pad Wellhead Equipment Separation Storage Compression 0.4 MM Gathering 0.4 MM Cumulative Cost Lateral 5,000 + 5,000 10,000 Completed Well…
  11. B Riley Energy Conference – Lonestar Resources Ltd. – slide 11
    2018 Capital Program Areas of Focus
  12. B Riley Energy Conference – Lonestar Resources Ltd. – slide 12
    Cyclone/Hawkeye Locator Map Leasehold Summary Type Gross Net Acreage 9,443 7,808 HBP 7,718 6,450 Developed 1,910 1,579 Undeveloped 7,533 6,229 Producing Wells 16 12 Drilling Locations 43 28 Legend PDP NYMEX Strip PV-10 (MM)…
  13. B Riley Energy Conference – Lonestar Resources Ltd. – slide 13
    Cyclone/Hawkeye- Economic Summary Economic Summary 1 W.D. Von Gonten & Co. Type Curve Well Statistics Vertical Depth 8,500' 900 Perforated Interval 10,000' Hawkeye Wells are outperforming Type 30-day IP Rate Curve by 16% though 3…
  14. B Riley Energy Conference – Lonestar Resources Ltd. – slide 14
    Cyclone / Hawkeye Results Lonestar Wells vs. Other Operators Direct Offsets 150 Highlights 125 Lonestars Cyclone / Hawkeye wells Cumulative Production (MBbls) 100 are outperforming all offset wells except one (deeper) 75 Each…
  15. B Riley Energy Conference – Lonestar Resources Ltd. – slide 15
    Karnes County Locator Map Leasehold Summary Type Gross Net Acreage 5,037 3,914 HBP 4,259 3,274 Developed 2,773 2,107 Undeveloped 2,264 1,807 Producing Wells 12 9 Drilling Locations 35 28 Legend PDP NYMEX Strip PV-10…
  16. B Riley Energy Conference – Lonestar Resources Ltd. – slide 16
    Karnes County Economic Evaluation Economic Summary1 W.D. Von Gonten & Co. Type Curve Well Statistics Vertical Depth 8,500' 900 Perforated Interval 5,600' IP rates 1,250 Boe/d 30-day IP Rate Extending locations by 13% with off-lease…
  17. B Riley Energy Conference – Lonestar Resources Ltd. – slide 17
    Horned Frog Locator Map Leasehold Summary Type Gross Net Acreage 6.733 6,050 HBP 5,347 5,022 Developed 653 572 Undeveloped 6,120 5,478 Producing Wells 6 6 Drilling Locations 27 27 Legend PDP NYMEX Strip PV-10 (MM) PUD PROB…
  18. B Riley Energy Conference – Lonestar Resources Ltd. – slide 18
    Horned Frog Economic Evaluation Economic Summary1 W.D. Von Gonten & Co. Type Curve Well Statistics 1,800 Vertical Depth 9,100' Perforated Interval 10,000' Max 30 Rates 2,200 Boe/d 1,600 Recent Laterals ranging from 10,000 to 12,000…
  19. B Riley Energy Conference – Lonestar Resources Ltd. – slide 19
    Horned Frog Results Lonestar Wells vs. Other Operators Direct Offsets Highlights 2,000 Max-30 IPs for Lonestars new wells at Horned Frog averaged 2,155 Boe/d Proppant Concenration (/ft) 1,750 H1H G1H 11,362 avg. lateral…
  20. B Riley Energy Conference – Lonestar Resources Ltd. – slide 20
    Executive Summary Key Investor Considerations Net Eagle Ford Leasehold 2017 Was A Year Of High Growth For Lonestar 70,000 82% increase in Proved Reserves 60,000 225% Increase in Proved PV-10- 648 MM 1 1,500% Reserve Replacement…

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