Presidio (FTW) Investor presentation summary

Vision and business model

• Focuses on generating steady income from American energy through a disciplined, simple approach, exclusively acquiring and optimizing long-life, cash-flowing PDP assets.

• Targets a 13% dividend yield, supported by stable, hedged cash flow and low reinvestment requirements.

• Employs technology-enabled field operations and data-driven execution for continuous optimization and cost reduction.

• Proven track record in sourcing and integrating accretive PDP acquisitions, with a large, fragmented acquisition universe for future growth.

Management and governance

• Led by experienced executives with backgrounds in energy, finance, and operations.

• Strong governance structure with a diverse board, including leaders from energy, finance, and legal sectors.

Asset base and operational strategy

• Operates over 2,000 wells across the Anadarko Basin, focusing on 100% PDP, low-decline, long-life assets with $859MM PV-10 reserves.

• Maintains a predictable, hedged cash flow with a 2025 production mix of 55% gas, 30% NGL, and 15% oil.

• Utilizes a repeatable, data-driven playbook for operational efficiency, achieving significant OPEX improvements and rapid integration of acquisitions.