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4Q 2018 Earnings Call Presentation – Falcon Minerals

Falcon Minerals · Feb 27, 2019 · 10 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. 4Q 2018 Earnings Call Presentation – Falcon Minerals – slide 1
    Q4 2018 Earnings Call Supplemental Information FEBRUARY 27, 2019
  2. 4Q 2018 Earnings Call Presentation – Falcon Minerals – slide 2
    Falcon Minerals Company Profile Falcon Royalty Acreage Map Eagle Ford Independent, high-quality royalty company which began publicly trading in August 2018 Falcons primary assets are located in the core of the Eagle Ford Shale,…
  3. 4Q 2018 Earnings Call Presentation – Falcon Minerals – slide 3
    Q4 2018 Highlights During the fourth quarter 2018, Falcon generated pro-forma free cash flow of 0.23 per share and declared a dividend of 0.20 per share, while continuing to acquire additional acreage that is expected to be accretive…
  4. 4Q 2018 Earnings Call Presentation – Falcon Minerals – slide 4
    Historical Growth Profile Across Position 300 Gross Wells TIL 250 235 200 192 Gross Wells TIL 169 150 100 50 - 2016 2017 2018 Overview of Historical Activity on Acquired Assets Year 2016 2017 2018 Gross…
  5. 4Q 2018 Earnings Call Presentation – Falcon Minerals – slide 5
    Top Operators Develop Falcons Position Falcons producers are: Falcons Eagle Ford position is anchored Well-capitalized with long-term development horizons by several of the top US operators, all of whom have indicated increased…
  6. 4Q 2018 Earnings Call Presentation – Falcon Minerals – slide 6
    Falcon 1H 2019 Guidance 1H 2019 Guidance Released February 7th, 2019 Net Production (Boe/d) (1) 5,300 5,800 % Oil of Net Production 53% 55% Production & Ad Valorem Taxes (% Revenue) 4.0% 5.0% Marketing & Transportation…
  7. 4Q 2018 Earnings Call Presentation – Falcon Minerals – slide 7
    Significant Upside in Falcons Valuation vs. Other Yield Vehicles 4Q 18 Cash Margin (1) LQA Yield (2) 82% 10.4% 8.1% 54% 47% 3.7% 3.6% 30% FLMN REITs MLPs Utilities FLMN MLPs REITs Utilities Source:…
  8. 4Q 2018 Earnings Call Presentation – Falcon Minerals – slide 8
    Royalties Provide Superior Economics Illustrative Condensate Window Economics Illustrative Condensate Window Economics Realized Price: 65.00 / Boe Realized Price: 50.00 / Boe Falcons business model maintains its high cash margin in…
  9. 4Q 2018 Earnings Call Presentation – Falcon Minerals – slide 9
    Reconciliation of Adjusted EBITDA and Pro-Forma Free Cash Flow 10
  10. 4Q 2018 Earnings Call Presentation – Falcon Minerals – slide 10
    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 economic locations High-quality operators…

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