Presidio (FTW) Investor presentation summary

Strategic vision and market positioning

• Focused on generating steady income from American energy through disciplined, PDP-focused operations and technology-enabled efficiency.

• Positioned to benefit from rising energy demand driven by AI, data centers, and industrial automation.

• Long-life, low-decline assets in the Anadarko and Arkoma basins underpin stable cash flows.

• Business model leverages operational optimization and capital structure to compound value through cycles.

Dividend policy and financial highlights

• Annualized dividend of $1.35 per share, with an anticipated increase to $1.50 post-Canyon Creek acquisition, implying a 12% yield.

• Strong balance sheet with $828MM enterprise value and $386MM equity value as of June 2026.

• Special and regular dividends scheduled, subject to board approval and market conditions.

Acquisition strategy and pipeline

• Over $15Bn in actionable acquisition targets identified across multiple basins, with a focus on immediate NAV accretion.

• Canyon Creek acquisition expands operated footprint into the Arkoma basin, financed by a $1.0Bn Goldman Sachs ABS Warehouse Facility.

• Acquisition economics target levered returns well above cost of capital, enhanced by operational playbook and ABS financing.