June 2018 JP Morgan Energy Conference – Lonestar Resources Ltd.
Lonestar Resources Ltd. ·
Jun 18, 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
LonestarResourcesUS,Inc. J.P.MorganEnergyConference June18,2018
ExperiencedManagementTeam Executive PreviousExperience Biography JohnH.Pinkerton 37yearsexperienceintheoilandgasindustry Founder,ChairmanandChiefExecutiveOfficerRangeResources ChairmanoftheBoard…
CompanyProfile PurePlayEagleFordOperator SharePriceYTD +58,000NetAcresintheCrudeOilWindowoftheEagleFordShale 12.00 300 Unfetteredaccesstooilandgastransportationinfrastructure 11.00 100%LLS-BasedOilSales-CurrentOilPrice=WTI+4.50/bbl…
2018-ABreakoutYearForLonestarsFinancials DisciplinedCapital 2018Drilling&CompletionProgram-85%to90%fundedby Spending internallygeneratedcashflow PremiumHydrocarbon 100%oilsoldatLLSbasis-currentlyWTI+4.50/bbl1 Pricing…
LonestarsFootprint Production 6,495Boe/d Eastern 5,495Boe/d Oil67% Oil55% NGL's16% NGL's21% Gas Gas 17% 24% Central 2016 2017 ProvedReserves1 Western 76.2MMBoe 44.9MMBoe Oil69% Oil60% NGL's15% NGL's18%…
2017CapitalResultsvs.Peers 2017ReserveReplacementRatio ReserveReplacementasa%of2017Production 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 DNR EPE…
CrudeOilWeightedProductionYieldsHighMargins 1Q18LOE/BoeCostand%Liquids 1Q18EBITDAXMargin /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 74% 80% 76% 72%…
RapidlyImprovingFinancialMetrics AverageDailyProductionvs.AnnualizedAdjustedEBITDAX Debt/AdjustedEBITDAX 150 12,000 6.0x 125 10,000 5.5x LQADebt/AdjsutedEBITDAX AnnualizeedEBITDAX(MM) DailyProduction(Boepd) 5.0x 100…
StripPV-10PerShare StripPV-101 StripPV-101LessNetDebt(PerShare) 700 700 647.6 10.98 600 600 500 500 400 382.0 400 8.27 NetPV-10 PV-10 300 Preferred 300 NetDebt 200 40 200 350 100 30 100 250 ) m 0 0 m…
Geo-EngineeredCompletionsContinuetoImproveResults TechnicalProcess ApplicationExperience VerticalPilotLogsUsedToSelectGeo-targettoOptimizeBothReservoir&MechanicalProperties HornedFrog(2015,2018)…
TheValueofExtendedReachLateralsintheEagleFord Surface&Facilities DrillingPad WellheadEquipment Separation Storage Compression 0.4MM Gathering 0.4MM CumulativeCost Lateral 5,000 +5,000 10,000 CompletedWellCost(MM) 4.9MM 2.3MM…
2018CapitalProgram AreasofFocus
Cyclone/HawkeyeLocatorMap Haw keye 1H &2 H LeaseholdSummary Type Gross Net Cyc Cycl lone2 one 7H Acreage 9,443 7,808 26H HBP 7,718 6,450 Developed 1,910 1,579 Undeveloped 7,533 6,229 ProducingWells 16 12 PUDLocations…
Cyclone/HawkeyeResults LonestarWellsvs.OtherOperatorsDirectOffsets 150 Highlights 10H 125 ne 9H Cyclo LonestarsCyclone/Hawkeyewells CumulativeProduction(MBbls) 100 areoutperformingalloffsetwells exceptone(deeper) 75…
Cyclone/Hawkeye-EconomicSummary EconomicSummary1 W.D.VonGonten&Co.TypeCurve WellStatistics VerticalDepth 8,500' 1,000 PerforatedInterval 10,000' HawkeyeWellsareoutperformingType 30-dayIPRate 900 Curveby15%though4months CrudeOil…
KarnesCountyLocatorMap LeaseholdSummary Type Gross Net Acreage 5,037 3,914 HBP 4,259 3,274 Developed 2,773 2,107 Undeveloped 2,264 1,807 ProducingWells 12 9 PUDLocations 35 28 Legend PDP NYMEXStripPV-10(MM) PUD…
KarnesCountyEconomicEvaluation EconomicSummary1 W.D.VonGonten&Co.TypeCurve WellStatistics VerticalDepth 8,500' 1,000 PerforatedInterval 5,600' Max-30rates-950Boe/d 30-dayIPRate 900 Extendinglocationsby13%withoff-leasepads CrudeOil…
HornedFrogLocatorMap LeaseholdSummary Type Gross Net Acreage 6.733 6,050 HBP 5,347 5,022 Developed 653 572 Undeveloped 6,120 5,478 ProducingWells 6 6 PUDLocations 11 11 PROB/OtherLocations 16 16 TotalLocations 27 27…
HornedFrogEconomicEvaluation EconomicSummary1 W.D.VonGonten&Co.TypeCurve WellStatistics 2,250 VerticalDepth 9,100' PerforatedInterval 10,000' Max30Rates2,200Boe/d 2,000 30-dayIPRate RecentLateralsrangingfrom10,000to12,000 CrudeOil…
HornedFrogResults LonestarWellsvs.OtherOperatorsDirectOffsets Highlights Max-30IPsforLonestarsnewwellsatHornedFrog 1,750 G1H H1H averaged2,155Boe/d A1H B1H 11,362avg.laterallength Proppant Concenration (/ft) 1,500…
ExecutiveSummary PurePlayEagleFordOperator NetEagleFordLeasehold +58,000NetAcresintheCrudeOilWindowoftheEagleFordShale Unfetteredaccesstooilandgastransportationinfrastructure 70,000 100%LLS-BasedOilSales-CurrentOilPrice=WTI+4.50/bbl…
ExecutiveSummary KeyInvestorConsiderations NetEagleFordLeasehold 2017WasAYearOfHighGrowthForLonestar 70,000 82%increaseinProvedReserves 60,000 225%IncreaseinProvedPV-10-648MM1 1,500%ReserveReplacement 50,000…
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