NOG ESG and Financial Performance slide image

NOG ESG and Financial Performance

Historical Operating & Hipprical Operating Information Financial Information Production Oil (MBbls) Natural Gas and NGLS (Mmcf) Total Production (Mboe) Revenue 2020 2021 2022 Q1 22 Q1 23 9,361.1 12,288.4 16,090.1 16,473.3 44,073.9 12,106.7 68,829.1 19,634.1 27,561.6 3,824.0 15,533.6 6,412.9 4,847.8 18,101.3 7,864.7 Realized Oil Price, including settled derivatives ($/bbl) Realized Natural Gas and NGL Price, including settled derivatives ($/Mcf) Total Oil & Gas Revenues, including settled derivatives (millions) Adjusted EBITDA (millions) Key Operating Statistics ($/Boe) Average Realized Price SS $ 52.69 $ 52.77 $ 69.60 $ 65.09 $ $ 1.14 $ $ $ 512.3 $ 351.8 $ 3.65 $ 5.83 $ 809.3 $ 1,530.3 $ 543.0 $ 1,086.3 $ 6.01 $ 351.3 $ 72.09 4.99 439.9 256.6 $ 325.5 ՄՌ $ 42.32 $ 41.22 $ 55.52 $ 54.78 $ 55.94 Production Expenses 9.61 8.70 9.46 8.50 9.93 Production Taxes 2.46 3.92 5.74 5.40 4.44 General & Administrative Expenses - Cash Adjusted (2) 1.19 0.94 0.91 0.86 0.94 Total Cash Costs $ 13.26 $ 13.56 $ 16.11 $ 14.76 $ 15.31 Operating Margin ($/Boe) $ Operating Margin % 29.06 $ 68.7% 27.66 $ 39.41 $ 40.02 $ 40.63 67.1% 71.0% 73.1% 72.6% Historical Financial Information ($'s in millions) 2020 2021 2022 Q1 22 Q1 23 Assets Current Assets Property and Equipment, net Other Assets $ 125.6 $ 735.2 11.3 Total Assets Liabilities Current Liabilities $ 872.1 $ 215.3 $ 1,253.3 54.3 1,522.9 $ 320.5 $ 2,482.9 71.8 2,875.2 $ 323.5 $ 1,689.5 11.5 2,024.5 $ 395.9 2,915.9 31.1 3,342.9 $ 182.5 $ Long-term Debt, net 879.8 327.6 $ 803.4 345.0 $ 1,525.4 625.5 $ 1,119.5 345.3 1,756.9 Other Long-Term Liabilities Stockholders' Equity (Deficit) Total Liabilities & Stockholders' Equity (Deficit) Credit Statistics 33.1 176.8 259.5 314.8 192.6 (223.3) 215.1 745.3 (35.3) 1,048.1 $ 872.1 $ 1,522.9 $ 2,875.2 $ 2,024.5 $ 3,342.9 (1) Adjusted EBITDA (Annual, Q1 2022/23 TTM) $ Net Debt $ ՄԴ ՄԴ 351.8 $ 543.0 $ 1,086.3 $ 700.7 $ 1,155.2 948.3 $ 795.5 $ 1,540.7 $ 1,117.7 $ 1,768.0 Total Debt $ 949.8 $ 805.0 $ 1,543.2 $ 1,121.0 $ 1,774.1 (1) Net Debt/Adjusted EBITDA 2.7x 1.5x 1.4x 1.6x 1.5x (1) Total Debt/Adjusted EBITDA 2.7x 1.5x 1.4x 1.6x 1.5x 1) Adjusted EBITDA and Net Debt are non-GAAP measures. See reconciliations on the slide that follows. 2) Excludes certain acquisition related expenses. Investor Presentation June 2023 | 31 NOG
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