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November 2018 Investor Presentation – Lonestar Resources Ltd.

Lonestar Resources Ltd. · Nov 30, 2018 · 32 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. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 1
    Lonestar Resources US, Inc. Presentation to Investors November 2018
  2. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 2
    Company Profile Pure Play Eagle Ford Operator Share Price YTD +63,000 Net Acres in the Crude Oil Window of the Eagle Ford Shale 12.00 500 Unfettered access to oil and gas transportation infrastructure 11.00 7.04 100% LLSBased Oil…
  3. November 2018 Investor Presentation – 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. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 4
    Lonestars Expanded Footprint Engineered Avg. Region Net Acres Locations WI HBP Western 18,447 50 96% 88% Central 35,392 193 98% 70% Eastern Eastern 9,729 32 65% 68% Total 63,568 275 92% 74% Central Western Sooner…
  5. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 5
    GeoEngineered Completions Continue to Improve Results Technical Process Application Experience Vertical Pilot Logs Used To Select Geotarget to Optimize Both Reservoir & Mechanical Properties Horned Frog (2015,2018) Reservoir…
  6. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 6
    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…
  7. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 7
    Sooner Acquisition De Witt County
  8. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 8
    Sooner Acquisition Executive Summary Lonestar Acreage* Acquired Acreage Highlights Purchase Price 38.7 MM, effective 8/1/18 Significant Producing Component 95% Operated by LONE Current Production 800 boe/d from 20 wells…
  9. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 9
    Sooner Geologic Summary Gross Thickness, in ft. (Eagle Ford Shale) Lonestar Resources T Bird 1H Pilot Hole Log Upper Eagle Ford 81 Lower Eagle Ford 246 Lower Eagle Ford Shale on the acquired leasehold is among the…
  10. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 10
    Sooner Locator Map (DeWitt County, Texas) DeWitt Karnes Leasehold Summary1 Type Gross Net Acreage 3,084 2,706 HBP 3,084 2,706 Developed 1,276 1,236 Undeveloped 1,808 1,470 Producing Wells 20 19 PUD Locations 16 16…
  11. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 11
    Sooner Type Curve Derivation vs. Offset Well Production Oil Type Curve - 5,100 Lateral1 Gas Type Curve - 5,100 Lateral1 LONE Type Curve LONE Type Curve 1 Normalized 5,100 Type Curve vs Offsets 12
  12. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 12
    Sooner Modern Completions Yielding Impressive Results Recent Well Results Lonestar Acreage* Acquired Acreage 1 Gano-Dlugosch 1 Comp Date :6/3/2018: 2,000/ft A1: 5,820 IP30: 1,266 Mcf/d / 83 Bo/d A2: 5,568 IP30: 11,664 Mcf/d /…
  13. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 13
    Sooner Type Curve Summary Sooner Type Curve 1 2 Production Net Cashflow 2,000 Type Curve Statistics 1 Avg Lateral Length: 5,100 Year (boepd) (MM) Year 1 865 6.6 1,800 EUR (Mboe) : 1 954 PV10 (MM) : 2 4.5 Year 2 322 2.4 3…
  14. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 14
    Transaction Overview Sources and Uses Sources ( in millions) Amount Uses ( in millions) Amount (1) Revolving Credit Facility 39.9 Sabine Acquisition 38.7 Post Effective Date Adjustments (0.9) Estimated Fees & Expenses 1.3 Total…
  15. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 15
    2018 Capital Program Areas of Focus
  16. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 16
    Cyclone/Hawkeye Locator Map Leasehold Summary Type Gross Net Acreage 12,102 7,237 HBP 9,660 5,141 Developed 2,957 2,619 Undeveloped 9,145 4,617 Producing Wells 16 12 PUD Locations 24 13 PROB Locations 21 15 Total Locations 50 35…
  17. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 17
    Cyclone/Hawkeye Economic Summary Hawkeye 1H 2H vs. Type Curve 1 Type Curve Statistics 160 900 Avg Lateral Length: 9,645' Cum. Oil Production (MBO) 140 EUR (Mboe): 632 120 2 8.2 800 PV10 (MM) : Cap Ex (MM): 7.2 100 80 2…
  18. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 18
    Gonzales County Lateral Extensions Cyclone / Hawkeye Area Development Map Lonestar Acreage Acquired Acreage 1 Legend PDP PUD PROB 1 Leasehold shown as hatched is associated with a top lease 19
  19. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 19
    Gonzales County Lateral Extensions Lateral Inventory Lengthens 22 of our 60 locations by 50% 11,000 Adds 27.5 MM of PV10 & 1.7 MMBOE 10,000 9,000 8,000 Lateral Length (feet) 7,000 6,000 5,000 4,000 3,000 2,000…
  20. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 20
    Horned Frog Locator Map Horned Frog NW Leasehold Summary1 Type Gross Net Acreage 6.809 6,048 HBP 6,432 5,326 Developed 689 572 Undeveloped 6,120 5,478 Producing Wells 6 6 PUD Locations 11 11 PROB/Other 16 16 Locations…
  21. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 21
    Horned Frog Economic Evaluation G1H H1H Horned Frog G1H H1H vs. Type Curve 1 Type Curve Statistics 400 2,500 3 Stream Cum. Production (MBoe) Avg Lateral Length: 11,363' 350 EUR (Mboe): 1,163 300 2 5.3 PV10 (MM) : 250 Cap Ex…
  22. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 22
    Horned Frog Results Lonestar Wells vs. Other Operators Direct Offsets Highlights 1,750 G1H H1H Max30 IPs for Lonestars new wells at Horned Frog averaged 2,155 Boe/d Proppant Concenration (/ft) 1,500 11,362 avg. lateral length…
  23. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 23
    Horned Frog Economic Evaluation NW 2H 3H Horned Frog NW 2H 3H vs. Type Curve 1 Type Curve Statistics 120 1,100 Avg Lateral Length: 7,410' 110 3 Stream Production (Mboe) 100 EUR (Mboe): 733 90 1,000 2 PV10 (MM) : 5.0 80 70…
  24. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 24
    Karnes County Locator Map Leasehold Summary Type Gross Net Acreage 4,991 3,886 HBP 4,259 3,274 Developed 2,773 2,107 Undeveloped 2,218 1,779 Producing Wells 12 9 PUD Locations 35 28 Legend PDP PUD PROB 25 1Acreage…
  25. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 25
    Karnes County Economic Evaluation Karnes County Well Results vs. Type Curve 1 90 Type Curve Statistics 1,000 3 Stream Cum. Production (MBoe) 80 Avg Lateral Length: 6,123' 70 EUR (Mboe): 458 3 Stream Production (Boepd)…
  26. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 26
    Karnes County Lateral Extensions Karnes Area Development Map Lonestar Acreage Acquired Acreage Legend PDP PUD PROB 27
  27. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 27
    Karnes County Lateral Extensions Lateral Inventory Lengthens 20 of our 27 locations by 34% 8,400 Adds 24.2 MM of PV10 & 1.5 MMBOE 7,800 7,200 6,600 6,000 Lateral Length (feet) 5,400 4,800 4,200 3,600 3,000 2,400…
  28. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 28
    YearToDate Acreage Additions Lonestars Acreage Position Lonestar Acreage Acquired Acreage Impact of Acreage Additions Net Reserves Proved Locations Length Property Acres Bonus Payment (MMBOE) PV10 Affected Increased Horned…
  29. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 29
    Appendix
  30. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 30
    Restated Reconciliation of Adjusted EBITDAX to Net Income Three Months Ended Three Months Ended Three Months Ended September 30, 2018 June 30, 2018 March 31, 2018 in thousands Net Income (Loss) (21,685) (23,525) (18,425) Income…
  31. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 31
    2017 Restated Reconciliation of Adjusted EBITDAX to Net Income Year End December 31, 2017 in thousands Net Income (Loss) (47,453) Income tax (benefit) expense (29,019) (1) Interest expense 30,039 Exploration expense 626…
  32. November 2018 Investor Presentation – Lonestar Resources Ltd. – slide 32
    2016 Restated Reconciliation of Adjusted EBITDAX to Net Income Year End December 31, 2016 in thousands Net Income (Loss) (98,700) Income tax (benefit) expense 24,986 (1) Interest expense 29,583 Exploration expense 382…

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