{
  "docId": "019de516-ee27-70ec-afff-c2be6725afa0",
  "docSlug": "5dcc27332a0d17afa9a18c9e36f5f6b0",
  "documentTitle": "Granite Ridge | Investor Presentation Deck | 29 slides",
  "authorId": "granite-ridge",
  "authorName": "Granite Ridge Resources",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-10-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.3333334,
  "pageNumber": 12,
  "pageCount": 29,
  "prevPage": 11,
  "nextPage": 13,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "overcrowded",
  "nDataPoints": 20,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de516-ee27-70ec-afff-c2be6725afa0/12",
  "deckHref": "/decks/019de516-ee27-70ec-afff-c2be6725afa0",
  "deckJsonHref": "/decks/019de516-ee27-70ec-afff-c2be6725afa0.json",
  "deckAnchorHref": "/decks/019de516-ee27-70ec-afff-c2be6725afa0#slide-12",
  "components": [
    {
      "bbox": {
        "h": 0.28,
        "w": 0.13,
        "x": 0.34,
        "y": 0.2
      },
      "kind": "chart",
      "text": "Publicly Traded Non-Op Capex $0.8BN, Remaining Non-Op Market $24.2BN",
      "attrs": {},
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2f9ef882-ef2d-45ee-b8bb-56da3319fa31",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.38,
        "x": 0.54,
        "y": 0.23
      },
      "kind": "chart",
      "text": "Evaluated $6.4BN, Bid $1.1BN, Won $0.2BN",
      "attrs": {},
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "38640041-522c-4c3d-b7af-689ba899f5a7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.26,
        "w": 0.42,
        "x": 0.52,
        "y": 0.66
      },
      "kind": "chart",
      "text": "Deal Flow and Average Rig Count from Q1 '22 to Q2 '23",
      "attrs": {},
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e64bf7c2-f3eb-4810-9cfb-93d515ab16bf",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.26,
        "w": 0.42,
        "x": 0.07,
        "y": 0.66
      },
      "kind": "chart",
      "text": "Annual Boe/d from 2014 to 2022, with Production CAGR: ~91%",
      "attrs": {},
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2a6b8221-0ed5-4e0c-81b2-5fd18d4ae128",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.24,
        "w": 0.36,
        "x": 0.07,
        "y": 0.24
      },
      "kind": "chart",
      "text": "Operator Ownership $75BN, Non-Op Ownership $25BN",
      "attrs": {},
      "subkind": "pie",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9f409e66-f11e-4ca8-902f-13a17e7a313b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.12,
        "x": 0.84,
        "y": 0.93
      },
      "kind": "image",
      "text": "GRANITE RIDGE",
      "attrs": {},
      "subkind": "logo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1f9bc09e-3b4e-4d92-8eec-09db02f09f8e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.44,
        "x": 0.509,
        "y": 0.62
      },
      "kind": "list",
      "text": "Record Quarterly Deal Flow Despite Rig Count Drop 3",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2e186d52-ef87-4913-8d49-d9b824c1aa18",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.44,
        "x": 0.048,
        "y": 0.62
      },
      "kind": "list",
      "text": "GRNT Proven Track Record of Execution",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7b49c0a1-270f-4dc1-9727-9d89ea57bd13",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.44,
        "x": 0.048,
        "y": 0.16
      },
      "kind": "list",
      "text": "Est. 2022 Shale D&C Capex Spending of $100 Billion 1,2",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "90b6012c-a866-40ae-a2fd-7ba02ddfd2ac",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.44,
        "x": 0.509,
        "y": 0.16
      },
      "kind": "list",
      "text": "Lookback: 2022 GRNT Opportunity Evaluations ($BN)",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a75de0f8-64dc-40aa-aa11-3e1eb61202a0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.71,
        "x": 0.14,
        "y": 0.56
      },
      "kind": "paragraph",
      "text": "Only 3% of annual non-op capex is addressed by publicly traded non-op companies 2",
      "attrs": {},
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e9eb26fb-2424-40f2-a46c-4e9c6b3c8fa5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.36,
        "x": 0.048,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "1. Utilizes data and articles published by Rystad Energy.",
      "attrs": {
        "numbered": true
      },
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2827041c-167f-429e-beb8-baa56078e01f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.52,
        "x": 0.048,
        "y": 0.96
      },
      "kind": "source-note",
      "text": "2. Per SEC filings or other materials publicly available for GRNT, NOG and VTS.",
      "attrs": {
        "numbered": true
      },
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d3e71e34-2ee0-41f8-997b-1101a37f63ce",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.66,
        "x": 0.048,
        "y": 0.97
      },
      "kind": "source-note",
      "text": "3. In our primary target basins: Permian, DJ, Haynesville, Marcellus, Utica, Eagle Ford, and Williston. Source: Baker Hughes 8/4/2023 Rig Count.",
      "attrs": {
        "numbered": true
      },
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e97a08f7-b22e-4793-9601-c74718fcd16c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.906,
        "x": 0.048,
        "y": 0.07
      },
      "kind": "title",
      "text": "Burgers & Beer: Opportunity + Proven Growth",
      "attrs": {},
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ee87919d-6356-4209-a89a-8ca518e5264e",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Data Story Arc",
      "slug": "data-story-arc",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "2b3444e9-da13-4326-a395-c9c0e8c32d55",
      "evidence": "The slide presents a narrative of growth with production CAGR and increasing deal flow.",
      "confidence": 0.6
    },
    {
      "name": "Market Segmentation Pyramid",
      "slug": "market-segmentation-pyramid",
      "agent": null,
      "layer": "slide",
      "matchId": "5ba4cbcc-9934-4502-9827-cd348386daa0",
      "evidence": "The slide mentions 'primary target basins' and lists specific regions, indicating market segmentation.",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 13,
      "from": 11,
      "beatId": "cd45b195-5581-49cf-9332-0f806352fd6f",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Market Size",
      "beatSlug": "sequoia-pitch-market-size",
      "evidence": "The deck presents an overview of the opportunity set and market sizing.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}