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Credit Suisse Annual Energy Summit – Falcon Minerals

Falcon Minerals · Feb 12, 2019 · 17 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. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 1
    Introduction to Falcon Minerals Falcon Royalty Acreage Map | Eagle Ford ? Independent, high-quality royalty…
  2. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 2
    Falcon’s Business Model Offers Strong Returns Falcon benefits from high cash flow margins from its premier royalty and mineral…
  3. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 3
    Falcon’s Core Business Principles Substantial free cash flow, nearly High cash operating margins all returned to shareholders through commodity…
  4. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 4
    A Model of Consistent Free Cash Flow Falcon offers a unique yet highly effective business model: Providing consistent, high-margin returns to shareholders No Capex Required…
  5. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 5
    Significant Upside in Falcon’s Valuation vs. Other Yield Vehicles 3Q ‘18 Cash…
  6. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 6
    Benefits of Falcon Minerals vs. Traditional Energy We can remove this slide if the prior slide Falcon Oilfield E&P…
  7. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 7
    Royalties Provide Superior Economics Illustrative Condensate Window Economics Illustrative Condensate Window Economics…
  8. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 8
    Eagle Ford: Falcon’s Premier Asset Base Oil Differentials in Select Plays Historical LLS Differential…
  9. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 9
    Top Operators Develop Falcon’s Position Falcon’s producers are: Falcon’s Eagle Ford • Well-capitalized with long-term development horizons position is anchored…
  10. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 10
    Producer Activity Supports Future Growth Falcon’s primary producers indicate future development expansion on their Eagle Ford positions Recent comments from Falcon’s top-tier Eagle Ford…
  11. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 11
    Financial Discipline & Flexible Capital Structure No capex requirement to Low-levered balance sheet: High cash…
  12. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 12
    Financial Overview & Guidance Falcon Capitalization as of September 30, 2018 Financial…
  13. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 13
    Falcon Minerals Summary High margin cash flows with strong free cash flow generation Assets in the core-of-the-core Eagle Ford shale Extensive, repeatable drilling inventory of highly…
  14. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 14
    APPENDIX 16
  15. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 15
    Premier Assets Paired With Top-Tier Operators IP30 Progression by Operator (Boe/d) 2009-2011…
  16. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 16
    Falcon’s Hooks Ranch Position Primary Highlights Hooks Ranch Locator Map ? Falcon Minerals has a 22.5% royalty interest in the Hooks Ranch position 6-well pad brought online…
  17. Credit Suisse Annual Energy Summit – Falcon Minerals – slide 17
    Illustrative Fully Diluted Share Count Illustrative share price Share counts in millions…

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