Skip to main content Investor Presentation March 2021 – Falcon Minerals | Shale Experts
Loading...
Pm

Investor Presentation March 2021 – Falcon Minerals

Falcon Minerals · Mar 1, 2021 · 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. Investor Presentation March 2021 – Falcon Minerals – slide 1
    Investor Presentation March 2021
  2. Investor Presentation March 2021 – 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. Investor Presentation March 2021 – Falcon Minerals – slide 3
    Investment Highlights Multiple high NRI pads expected to turn in line (TIL) throughout 2021 Confirmation of 5 high NRI gross wells (approximately 0.50 net) that have been TIL in the first quarter 2021 Anticipate another 6 high NRI…
  4. Investor Presentation March 2021 – 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. Investor Presentation March 2021 – Falcon Minerals – slide 5
    Development Activity 2021 Highlights 2020 Development 7 rigs currently on Falcons Eagle Ford assets; more than three times the rig count from Q420 Active Average Gross TIL Net TIL Rigs NRI 5 high NRI gross wells (0.50 net) TIL in…
  6. Investor Presentation March 2021 – Falcon Minerals – slide 6
    Hooks Ranch Update Hooks Ranch Overview / Development Update 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…
  7. Investor Presentation March 2021 – Falcon Minerals – slide 7
    Financial Overview Q420 Overview Pro Forma Capitalization as of December 31, 2020 Announced Q420 dividend of 0.075 per Class A share Cash 2.7mm 1.09 per share in dividends since inception Revolving Credit Facility Borrowing 39.8mm…
  8. Investor Presentation March 2021 – Falcon Minerals – slide 8
    Hedge Program Overview Overview Crude Oil Swaps Falcon currently has crude volumes swapped Date Swap Volumes (Bbls/d) Swap Price ( / Bbl) quarterly in 2021 Falcon established a natural gas costless collar Q121 1,087 40.44 during Q320…
  9. Investor Presentation March 2021 – Falcon Minerals – slide 9
    Dividend Payouts and Sustainability Favorable Tax Treatment of Dividends Falcon announced fourth quarter 2020 dividend of 0.075 per share 1.09 of cumulative dividends since inception Falcon expects that substantially all of dividends…
  10. Investor Presentation March 2021 – Falcon Minerals – slide 10
    Appalachia Asset Overview Falcons Appalachia assets are located in the core of the Utica and Marcellus under premier operators Asset Overview Core of the Utica and Marcellus Gross Unit Acres 80,000 acres Net Royalty Acres (1) 1,530…
  11. Investor Presentation March 2021 – Falcon Minerals – slide 11
    Key Takeaways Meaningful production growth expected in 2021 with zero capital expenditure or incremental acquisitions Multiple high NRI pads expected to TIL throughout 2021 Inception to date average payout ratio of 91% with…

From the store

Browse maps, data & reports in the Shale Experts store