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September 2020 Investor Presentation – Falcon Minerals

Falcon Minerals · Sep 1, 2020 · 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. September 2020 Investor Presentation – Falcon Minerals – slide 1
    Investor Presentation September 2020
  2. September 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 Kerr Hays NASDAQ Ticker FLMN Kendall Comal Caldwell Real Bandera Market…
  3. September 2020 Investor Presentation – Falcon Minerals – slide 3
    Investment Highlights 6 New Hooks Ranch wells permitted during September 2020 World class operators prosecuting decade long plans on Falcons Eagle Ford position Karnes Trough is characterized by some of the lowest breakeven returns to…
  4. September 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. September 2020 Investor Presentation – Falcon Minerals – slide 5
    Hooks Ranch Update Hooks Ranch Overview Hooks Ranch Units Falcon Minerals has a 22.5% royalty interest in Gonzales ConocoPhillips Hooks Ranch position 75%+ undeveloped DeWitt 100% HBP and operated by ConocoPhillips Karnes…
  6. September 2020 Investor Presentation – Falcon Minerals – slide 6
    Development Activity Q2 20 Development 2019 Development 3 rigs on Falcons position during second quarter 2020 Average Active Rigs Gross TIL Net TIL NRI 0.12 net wells TIL during second quarter 2020 2019 Total 7 194 0.79% 1.54…
  7. September 2020 Investor Presentation – Falcon Minerals – slide 7
    Financial Overview 2020 Guidance Pro Forma Capitalization as of 6/30/20 Full-year 2020 guidance is temporarily suspended; company may provide periodic Cash 1.8mm updates as appropriate Updated full year 2020 cash G&A guidance…
  8. September 2020 Investor Presentation – Falcon Minerals – slide 8
    Hedge Program Overview Overview Crude Oil Swaps Falcon established a crude oil swap program beginning in July Swap Volumes % of Q2 20 Swap Price Date 2020 through March 2021 (Bbls/d) Oil Production ( / Bbl) Volumes hedged monthly in…
  9. September 2020 Investor Presentation – Falcon Minerals – slide 9
    Dividend Payouts and Sustainability Favorable Tax Treatment of Dividends Falcon announced second quarter 2020 dividend of 0.03 per share 0.945 of cumulative dividends since inception 80% of dividends paid to Class A shareholders…
  10. September 2020 Investor Presentation – Falcon Minerals – slide 10
    Key Takeaways World class operators executing on multi-year development plans in the core of the Eagle Ford Continued conservative leverage profile 1.12x levered as of second quarter 2020 Hedge program in place to protect cash…

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