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HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc.

Jones Energy Inc. · Mar 27, 2014 · 18 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. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 1
    Howard Weil Energy Conference March 23 - 27, 2014
  2. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 2
    Company Summary Canadian McAlester Anadarko Basin Key Formations: Cleveland and Tonkawa Drilling Locations: 1,731 Cleveland Daily Production: 13.2 MBoe/d Arkoma Basin Key Formation: Woodford Drilling Locations: 811…
  3. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 3
    Investment Highlights Basin-centric operator Geographic focus Anadarko and Arkoma focus Driven by well level returns Drilled 490+ horizontal wells Low-cost leader Best in class Cleveland and Woodford operator Low cost structure…
  4. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 4
    90 Year Legacy of Success in the Oil & Gas Industry A.V. Jones, Jr. Jon Rex Jones A.V. Jones begins Jon Rex Jones joins Jones drills first Sells Hansford Co. Acquires Crusader Acquires Chalkers Acquires Sabines work for Marland…
  5. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 5
    25 Year Mid-Con Experts Jones has drilled over 490 horizontal wells to date in 9 target formations Mid-con Strat Column System Series / Generalized 600 Epoch Stratigraphic Column Brown Dolomite Hugoton / Pontotoc (Brown Dolomite)…
  6. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 6
    2014 Development Plan Projected 30% production growth in 2014 primarily funded through cash flow Gross Wells Net Wells Total Capex - 350mm 5% 1% 8% 1% 1% 6% 2% 13% 18% 14% 72% 74% 85% Cleveland Woodford Cleveland D&C…
  7. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 7
    2014 Blended Production Profiles Generate Attractive Returns Cleveland Single Well Profile[1] 1,000 1,000 [2] Oil Wet Gas Total IP Bbl/D Mcf/D Boe/D 30 Day IP 285 947 501 90 Day IP 190 787 370 Cum. Production MBbl MMcf MBoe 1…
  8. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 8
    Best in Class Operator Cleveland Operator Average Days Spud to Total Depth[1] 40 35 Competitor Average = 28 Days 30 20% Days faster 25 23 20 15 Jones A B C D E F G H I J K L M N O P Q Woodford Operator Average Days…
  9. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 9
    Best in Class Returns Average IRR by Play Marcellus - Super Rich 74% Utica - Liquids Rich 73% Niobrara - Wattenberg 66% Eagle Ford - Liquids Rich 66% Jones Cleveland 60% 80% Marcellus - SW Liquids Rich 57% Utica - Wet Gas 54%…
  10. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 10
    Keys to Jones Operational Success Repeatable for Jones, but difficult for others to replicate 1. Geographic Focus Best in class midcontinent horizontal driller Emphasis Geographic 2. Unconventional Experience on Cycle Focus…
  11. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 11
    Cleveland Overview WOODWARD LIPSCOMB HANSFORD ELLIS OCHILTREE DEWEY HUTCHINSON ROBERTS HEMPHILL CUSTER ROGER MILLS Jones Operated Rigs Jones Acreage High GOR Area Liquids Rich Fairway Other Operators…
  12. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 12
    Cleveland Inventory Continues to Grow Cleveland opportunity set is large with play spanning 3,300 square miles 800 Sabine 700 Chalker 600 500 Crusader 400 Shattuck Exxon 300 200 100 - 2004 2005 2006 2007…
  13. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 13
    Trusted Partner for Numerous Large E&P Companies Jones controls drilling and completion in all JDAs Selected Active Partnerships Company Active Formation History Total Remaining Locations Partner since 2000, Cleveland 273 157…
  14. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 14
    Strong IP 30s and Low Costs Allow Us to Generate High Returns Cleveland IP 30 Historical Data (2011-2013) [1] 3-Year IP30 30 Average: 504 Boe/d 25 20 Well Count (106) 15 10 5 0 0-50 50-100 100-200 200-300 300-400…
  15. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 15
    Historical Cleveland Operating Data Lateral Length (Feet) [1] Rate of Penetration (Ft per day) [1] 532 4,260 4,088 3,948 478 473 3,854 462 3,600 3,586 448 3,476 426 428 410 393 2,381 354 2,056 1,791 2004 2005 2006 2007…
  16. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 16
    Woodford Overview Solid returns with enormous running room Jones Woodford Highlights 50 horizontal wells 26.2 MMBoe proved reserves Vanguard AMI 4.1 MBoe/d net production [1] Active Operators (6 Active Rigs) (2) (1) Pablo…
  17. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 17
    Tonkawa Overview Provides incremental growth opportunity with 209 drilling locations Active Operators (12 Active Rigs) (8) JONE 2014 Focus Area (2) (1) (1) Apache Chesapeake Upland Upland IP30 552 BOPD + 783…
  18. HOWARD WEIL ENERGY CONFERENCE – Jones Energy Inc. – slide 18
    Levers to Pull for Upside in 2014 Leasehold acquisitions Cleveland Farmout or M&A opportunities Ongoing completion optimization Leverage existing Cleveland footprint Tonkawa Benefit of being second mover Three well test in…

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