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June 2020 Investor Presentation – Falcon Minerals

Falcon Minerals · Jun 17, 2020 · 11 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. June 2020 Investor Presentation – Falcon Minerals – slide 1
    Investor Presentation June 2020
  2. June 2020 Investor Presentation – Falcon Minerals – slide 2
    Overview Falcons primary assets are located in the core of the Eagle Ford under premier operators Market / Asset Overview Core of the Core Eagle Ford NASDAQ Ticker FLMN Market Capitalization (1) 290mm Shares Outstanding (2)…
  3. June 2020 Investor Presentation – Falcon Minerals – slide 3
    Investment Highlights Established crude oil swap program on 6/10/20 1,230 Bbls/d beginning in July 2020 and going through Hedging Update March 2021 at 40 / Bbl World class operators prosecuting decade long plans on Falcons Eagle Ford…
  4. June 2020 Investor Presentation – Falcon Minerals – slide 4
    Recent Operator Commentary Key Operators Eagle Ford Outlook 10-year Eagle Ford Outlook 10+ years of Eagle Ford Outlook bellwether asset commitment to Eagle Ford inventory life in the Eagle Ford in growth phase with 10+ years of…
  5. June 2020 Investor Presentation – Falcon Minerals – slide 5
    ConocoPhillips Long-Term Eagle Ford Update ConocoPhillips Analyst & Investor Meeting (Nov. 2019) Eagle Ford Production Profile (MBoe/d) Highlights Production expected to ramp from 215 MBoe/d in Q3 19 to 300 MBoe/d by 2023 COP expects…
  6. June 2020 Investor Presentation – Falcon Minerals – slide 6
    Hooks Ranch Update Hooks Ranch Overview Hooks Ranch Lease Falcon Minerals has a 22.5% royalty interest in Gonzales ConocoPhillips Hooks Ranch position 75%+ undeveloped DeWitt 100% HBP and operated by ConocoPhillips Wilson…
  7. June 2020 Investor Presentation – Falcon Minerals – slide 7
    Development Activity Q1 20 Development 2019 Development 7 rigs on Falcons position during first quarter 2020 Average 1.43 net wells TIL during first quarter 2020 Active Rigs Gross TIL Net TIL NRI Represents 93% of full year 2019…
  8. June 2020 Investor Presentation – Falcon Minerals – slide 8
    Financial Overview 2020 Guidance Pro Forma Capitalization as of 3/31/20 Temporarily suspending full-year 2020 guidance given ongoing uncertainty, Cash 2.2mm continued market volatility, and production curtailments expected over the…
  9. June 2020 Investor Presentation – Falcon Minerals – slide 9
    Hedge Program Overview Overview Hedge Program Detail Falcon has established a crude oil swap program beginning in July Swap Volumes % of Q1 20 Swap Price 2020 through March 2021 Date (Bbls/d) Oil Production ( / Bbl) All trades…
  10. June 2020 Investor Presentation – Falcon Minerals – slide 10
    Dividend Payouts and Sustainability Favorable Tax Treatment of Dividends Falcon paid first quarter 2020 dividend of 0.025 per share 0.915 of cumulative dividends since inception 80% of dividends paid to Class A shareholders during…
  11. June 2020 Investor Presentation – Falcon Minerals – slide 11
    Key Takeaways World class operators executing on multi-year development plans in the core of the Eagle Ford Continued conservative leverage profile 0.95x levered as of first quarter 2020 Crude swap program in place to protect…

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