Earthstone Energy | Investor Presentation Deck | 26 slides

Earthstone Energy · 2022-10
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide inventory

26
every slide · same image gating as the playbook
01
Slide 1
Includes Exhibit 99.2 reference, typical of SEC-filed investor decks.front_matter
03
summarize
04
Includes a locator map of the Permian Basin within Texas/New Mexico.establish_context
Open slide detailBeat · Problem
05
The chart uses a custom floating bar/dot combination to show the delta between purchase price and PD value.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
06
The slide highlights the transition from SEC pricing to a pro-forma Titus acquisition valuation.show_traction
Open slide detailBeat · SolutionLoop · Cost Of Inaction
07
Includes footnotes detailing valuation methodology and data sources.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
08
The company (ESTE) is highlighted in blue in both charts, showing lower costs and competitive margins relative to the peer average.compare_peers
Open slide detailBeat · SolutionLoop · Cost Of Inaction
09
present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
10
Includes two distinct tables for Production Guidance and Expense & Capex Guidance with specific focus boxes highlighted.analyze_data
Open slide detailBeat · Market SizeLoop · Quick Win Big Bet
11
The slide uses a donut chart to represent the capital budget allocation and lists key operational metrics for two distinct geographic basins.analyze_data
Open slide detailBeat · ProductLoop · Quick Win Big Bet
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Uses a process diagram to show the shift in capital allocation priorities.plan_implementation
Open slide detailBeat · ProductLoop · Quick Win Big Bet
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The chart uses a 'mountain' metaphor to visualize cumulative FCF growth.analyze_data
Open slide detailBeat · ProductLoop · Quick Win Big Bet
14
The chart illustrates the increase in borrowing base and the composition of debt vs. undrawn commitments.analyze_data
Open slide detailBeat · Team
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The slide uses a comparative framework to demonstrate environmental performance improvements.show_traction
16
The chart uses a horizontal bar format to compare peer performance in flaring intensity.compare_peers
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summarize
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The slide uses stratigraphic column diagrams to show target zones and a map to show acreage distribution.establish_context
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The slide provides a granular breakdown of hedging strategies (swaps, puts, collars) for both oil and natural gas, including weighted average prices.analyze_data
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Hedgebook as of 10/07/22.analyze_data
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Includes detailed disclosure regarding the calculation of PV-10 and its distinction from GAAP measures.analyze_data
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Includes footnote regarding Titus Acquisition adjustment.analyze_data
24
Standard financial disclosure slide for non-GAAP metrics.analyze_data
25
Includes a footnote regarding share count adjustments for the Titus acquisition.analyze_data
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Contains specific commodity price assumptions (WTI/HH) and methodology notes for financial calculations.appendix