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3Q 2021 Investor Presentation – Falcon Minerals

Falcon Minerals · Nov 4, 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. 3Q 2021 Investor Presentation – Falcon Minerals – slide 1
    Investor Presentation November 2021
  2. 3Q 2021 Investor Presentation – Falcon Minerals – slide 2
    World Class Assets Being Developed by World Class Operators Falcons primary assets are located in the core of the Eagle Ford Shale under premier operators Market Overview Core of the Core Eagle Ford Kerr Hays NASDAQ Ticker FLMN…
  3. 3Q 2021 Investor Presentation – Falcon Minerals – slide 3
    Falcon Investment Highlights Falcon Minerals offers exposure to world class oil and natural gas reservoirs in the Eagle Ford Shale and the Marcellus and Utica in the Northeast Flagship assets in the Karnes Trough The Karnes Trough in…
  4. 3Q 2021 Investor Presentation – Falcon Minerals – slide 4
    Q321 Financial Overview Highlights Q321 Results Production of 4,535 Boe/d (47% oil by volume) Production Mix Royalty Revenue Mix EBITDA of 14.7 million NGL NGL 14% 10% EBITDA margins of 35.32/Boe (73% of total Gas revenue) Oil…
  5. 3Q 2021 Investor Presentation – Falcon Minerals – slide 5
    Exposure to Extraordinary Reservoirs Well economics in the Karnes Trough are supported by the rapid delivery of oil volumes Prolific production profile supports operator economics Cumulative oil recoveries of 50 BO/ft. in the first…
  6. 3Q 2021 Investor Presentation – Falcon Minerals – slide 6
    Development Activity Highlights 2021 YTD Development Averaged 4 rigs on Falcons Eagle Ford assets in Q321 Active Average Gross TIL Net TIL Rigs NRI 62 gross wells (0.31 net wells) TIL in Q321 Q121 5 60 2.04% 1.23 140 gross Eagle…
  7. 3Q 2021 Investor Presentation – Falcon Minerals – slide 7
    Recent Operator Commentary Key Operators Eagle Ford Outlook 10-year Eagle Ford Outlook 10+ years of Eagle Ford Outlook 10+ years of commitment to Eagle Ford inventory life in the Eagle Ford inventory remaining 4 rigs in the…
  8. 3Q 2021 Investor Presentation – Falcon Minerals – slide 8
    Hooks Ranch Update Hooks Ranch Units Falcon Minerals has a 22.5% royalty interest in ConocoPhillips Hooks Ranch position Gonzales 75% undeveloped 100% HBP and operated by Karnes DeWitt ConocoPhillips ConocoPhillips permitted 6…
  9. 3Q 2021 Investor Presentation – Falcon Minerals – slide 9
    Financial Overview Falcon maintains a conservative balance sheet and is Capitalization as of September 30, 2021 lightly hedged Cash 3.6mm Low leverage profile net debt of 32.9 million at Q321 Revolving Credit Facility Borrowing…
  10. 3Q 2021 Investor Presentation – Falcon Minerals – slide 10
    Dividend Payouts Favorable Tax Treatment of Dividends Falcon announced third quarter 2021 dividend of 0.155 per share 1.490 of cumulative dividends since inception Falcon expects that greater than 50% of the dividends paid to Class A…
  11. 3Q 2021 Investor Presentation – Falcon Minerals – slide 11
    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…

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