Exco Resources — Investor Presentation (April 2014)

5 slides from Exco Resources's investor presentation, Apr 9, 2014

Slide 1: EXCO Q1 and Full Year 2014 Guidance
ACO SS EXCO Q1 and Full Year 2014 Guidance* Qi 2014 2014 Production: Low mast Low, fren Oil (Mbbis) 480 530 2,030 2,220 Natural gas liquids (Mbbls) 60 70 270 230 Natural gas (Mmcf) 32,800 33,300 123,200 131,100 Total production (Mmefe) 36,040 36,900 137,000 146,160, Average daily production (Mmcfe/d
Slide 2: Sensitivity
RR Sensitivity gee SESE RE ont 2 2 3 8 (pdyown) ey a ec) 1300
Slide 3: Sensitivity
188 Sensitivity 00 pom s000 10000 am ERGRERTR REE (ont (pdiqg) sey 1300
Slide 4: Multi-Year Inventory in the Haynesville/Bossier
Multi-Year Inventory in the Haynesville/Bossier Identified 1,206 operated locations; ~600 locations achieve a +20% IRR at current forward strip Greater than 14 years of economic (+20% IRR) drilling inventory at current pace of 42 spuds per year (1) Jebel break-even price is representative of the avg
Slide 5: Eagle Ford Buyback Example
Eagle Ford Buyback Example EXCO pays $68 million for $86 million of PV-10 resulting in ~PV-16% purchase Illustrative Example of Eagle Ford Buyback 1. Assumes Q1 2015 strip pricing ($ in millions) Expected Q1 2015 tranche of 23 wells KKR capital investment $90 1.2x KKR capital spend KKR share of 1st