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HOUSE_OVERSIGHT_014874

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° e SM iQprofile” Hess Corp. Company Sector #Qmethod * - Bus Performance* Oils (US$ Millions) 2015A 2016A 2017E 2018E 2019E SETS Return on Capital Employed 85% -21.0% -3.6% 0.9% 0.1% Company Description Return on Equity -5A% -9.0% 8.6% 3.1% 2.1% Hees res ‘d-sized oil and Operating Margin A1973% 287.2% © -25.4% 50% 05% ess Corp (HES) is a mid-sized oil and gas Free Cash Flow (2,061) (1,359) (592) (50) 574 company with 1.0bn boe of proved reserves at the end of 2015. E&P operations are focused in the US onshore, deepwater GOM, North Sea, West Africa A@method™—QualityofEarnings® oil, and Asian natural gas. (US$ Millions) 2015A 2016A 2017E 2018E 2019E Cash Realization Ratio NM NM NM NM NM Asset Replacement Ratio 1.0x 0.6x 0.9x 0.9x 0.9x Investment Rationale Tax Rate 18.8% 41.0% 16.2% 21.9% 8.4% Net Debt-to-Equity Ratio 19.2% 26.1% 34.9% 40.7% 40.5% Our house view is that oil should rebound long Interest Cover -10.1x -31.1x -3.8x -1.0x 0.1x term to $75 WTI / $80 Brent. Investment case anchored by exploration prospects led by Guyana. Added to this, it has a strong balance sheet, low Income Statement Data (Dec) . | Co OE risk production visibility in the Bakken and a stable (US$ Millions) 2015A 2016A 2017E 2018E 2019E . ‘onal b A " ow HEStvalluati Sales 986 4182 4379 5704 6,359 international base. As such, we view valuation % Change -98 1% 1,363.2% 47% 30.3% 11.5% as attractive and maintain our Buy rating. Gross Profit (2,606) 4.182 4379 5,704 6,359 % Change NM NM 47% 30.3% 11.5% EBITDA 1,155 (5,482) 2,005 3,097 3,646 % Change -84.3% NM NM 54.5% 17.7% Net Interest & Other Income (340) (332) (289) (297) (304) as Net Income (Adjusted) (1,113) (1,531) (1,174) (456) (246) Stock Data % Change NM -37.6% 23.3% 61.1% 46.0% HHH OO Average Daily Volume 3,973,678 uarterly Earnings Estimates Free Cash Flow Data (Dec) Q y € (USS Millions) 2015A 2016A 2017E 2018E 2019E 2016 2017 Net Income from Cont Operations (GAAP) (3,056) (6,132) (1,126) (408) (246) Qi -1.72A -1.21E Depreciation & Am

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