# EDGAR Filing Document

**Accession Number:** 0002083125
**File Stem:** 0001213900-26-069875
**Filing Date:** 2026-6
**Character Count:** 35733
**Document Hash:** 415bd0712cc264ab4c6f7abae41b74ab
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001213900-26-069875.hdr.sgml**: 20260618

**ACCESSION NUMBER**: 0001213900-26-069875

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 43

**CONFORMED PERIOD OF REPORT**: 20260617

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20260618

**DATE AS OF CHANGE**: 20260618

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PRESIDIO PRODUCTION Co
- **CENTRAL INDEX KEY:** 0002083125
- **STANDARD INDUSTRIAL CLASSIFICATION:** CRUDE PETROLEUM & NATURAL GAS [1311]
- **ORGANIZATION NAME:** 01 Energy & Transportation
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-43179
- **FILM NUMBER:** 261100494

**BUSINESS ADDRESS:**
- **STREET 1:** 1090 CENTER DRIVE
- **CITY:** PARK CITY
- **STATE:** UT
- **ZIP:** 84098
- **BUSINESS PHONE:** 405-870-3781

**MAIL ADDRESS:**
- **STREET 1:** 1090 CENTER DRIVE
- **CITY:** PARK CITY
- **STATE:** UT
- **ZIP:** 84098

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PRESIDIO PUBCO INC.
- **DATE OF NAME CHANGE:** 20251003

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Prometheus PubCo Inc.
- **DATE OF NAME CHANGE:** 20250824

?xml version='1.0' encoding='ASCII'?

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549**

**FORM 8-K**

**CURRENT REPORT**

**Pursuant to Section 13 or 15(d)**

**of the Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported): June 17, 2026**

**PRESIDIO PRODUCTION COMPANY**

**(Exact name of registrant as specified in its charter)**

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| | | |
|:---|:---|:---|
| **Delaware** | **001-43179** | **39-3528250** |
| **(State or Other Jurisdiction <br> of Incorporation)** | **(Commission File Number)** | **(IRS Employer <br> Identification No.)** |

---

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| | |
|:---|:---|
| **500 W. 7th Street<br> Suite 1500<br> Fort Worth, Texas** | **76102** |
| **(Address of Principal Executive Office)** | **(Zip Code)** |

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**Registrant's Telephone Number, Including Area Code: (817)-382-3664**

**(Former Name or Former Address, if Changed Since Last Report): Not Applicable**

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered, pursuant to Section 12(b) of the Act:

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| | | |
|:---|:---|:---|
| **Title of each class** | **Trading Symbol(s)** | **Name of each exchange on which registered** |
| Class A Common Stock, par value $0.0001 per share | FTW | New York Stock Exchange |
| Warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50 per share | FTW WS | New York Stock Exchange |

---

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter)

Emerging Growth Company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

**Item 7.01 Regulation FD Disclosure**

On June 17, 2026, Presidio Production Company (the "<u>Company</u>") posted an updated investor presentation to the investor relations section of its website. A copy of the investor presentation is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated into this Item 7.01 by reference. The Company may use its website to disseminate future updates to the investor presentation and may not file or furnish a Current Report on Form 8-K alerting investors if the investor presentation is updated.

The information contained in this Item 7.01 of this Current Report on Form 8-K is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that Section, nor shall such information be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

**Item 9.01 Financial Statements and Exhibits**

**(d) Exhibits**

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| | |
|:---|:---|
| **Exhibit No.** | **Description** |
| 99.1 | [Investor Presentation, dated June 2026](ea029480701_ex99-1.htm) |
| 104 | Cover Page Interactive Data File (embedded within Inline XBRL document) |

---

**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Dated: June 18, 2026

---

| | |
|:---|:---|
| **PRESIDIO PRODUCTION COMPANY** | **PRESIDIO PRODUCTION COMPANY** |
| By: | */s/ Brett Barnes* |
| Name: | Brett Barnes |
| Title: | Executive Vice President and General Counsel |

---

## Exhibit 99.1

**Exhibit 99.1**

![](ea029480701_ex99-1img1.jpg)

INVESTOR PRESENTATION

![](ea029480701_ex99-1img2.jpg)

LEGAL DISCLAIMER Cautionary Note Regarding Forward-Looking Statements The statements contained in this presentation that are not purely historical are forward-looking statements. These forward-looking statements include, but are not limited to, statements regarding our expectations, hopes, beliefs, intentions or strategies regarding the future. In addition, any statements that refer to projections, forecasts or other characterizations of future events or circumstances, including any underlying assumptions, are forward-looking statements. The words "anticipate," "believe," "continue," "could," "estimate," "expect," "intends," "may," "might," "plan," "possible," "potential," "predict," "project," "should," "would" and similar expressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. The forward-looking statements contained in this presentation are based on our current expectations and beliefs concerning future developments and their potential effects on Presidio Production Company ("Presidio" or the "Company"). There can be no assurance that future developments affecting the Company will be those that we have anticipated. These forward- looking statements speak only as of the date this presentation is actually delivered and involve a number of risks, uncertainties (some of which are beyond our control) or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements. Should one or more of these risks or uncertainties materialize, or should any of our assumptions prove incorrect, actual results may vary in material respects from those projected in these forward-looking statements. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) the outcome of any legal proceedings relating to the Canyon Creek acquisition that may be instituted against the Company or others; (2) the ability to recognize the anticipated benefits of the Canyon Creek acquisition, which may be affected by, among other things, competition, the ability of the Company to reduce operating costs, grow and manage growth profitably, maintain relationships with customers and suppliers, successfully integrate the Canyon Creek assets into the assets of the Company and retain its management and key employees; (3) changes in applicable laws or regulations; (4) the possibility that the Company may be adversely affected by other economic, business, and/or competitive factors; (5) changes in domestic and foreign business, market, financial, political conditions, and in applicable laws and regulations; (6) the ability of the Company to build or maintain relationships with customers and suppliers and retain its management and key employees; (7) risks related to commodity price volatility and its impact on cash flows and dividend sustainability; (8) risks related to oil and gas operations, including production declines, operational challenges, and regulatory changes; (9) the Company's ability to consummate the Canyon Creek acquisition or other future acquisitions; (10) risks related to the Company's ability to pay, maintain or increase dividend payments; (11) the uncertainty and risks regarding the use of AI, including the AI-focused Asset Intelligence Group; and (12) other risk factors described in documents filed by the Company with the U.S. Securities and Exchange Commission (the "SEC"), including the sections entitled "Risk Factors" and "Cautionary Note Regarding Forward-Looking Statements" and similar sections in its periodic Exchange Act reports filed with the SEC. The recipient of this presentation should carefully consider the foregoing risk factors and the other risks and uncertainties which will be more fully described in the documents filed by the Company from time to time with the SEC. If any of these risks materialize or the underlying assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. In addition, there may be additional risks that the Company does not presently know, or that it currently believes are immaterial, that could also cause actual results to differ from those contained in the forward-looking statements. Nothing in this communication should be regarded as a representation or warranty, either express or implied, by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date they are made. In addition, the information contained in this presentation is provided as of the date hereof and may change, and the Company and its representatives and affiliates specifically disclaim any obligation to, and do not intend to, update or revise any forward-looking statements, whether as a result of new information, inaccuracies, future events or otherwise, except as may be required under applicable securities laws. Information contained on our website is not a part of or incorporated into this presentation. Dividends are not guaranteed and may be adjusted, suspended, or discontinued at the discretion of the Board of Directors based on liquidity, legal surplus, business conditions, commodity price volatility, market conditions and other factors. Completion of the Canyon Creek acquisition remains subject to customary closing conditions. There can be no assurance that the anticipated benefits will be realized if completed or that the Canyon Creek acquisition will be completed on the terms described herein, or at all. 2

![](ea029480701_ex99-1img3.jpg)

THE PRESIDIO VISION $1.35 Annualized Dividend Per Share Anticipated Increase To $1.50 Post Canyon Creek Close1 10.9% Implied Dividend Yield2 A SIMPLE, DISCIPLINED APPROACH TO GENERATE STEADY INCOME FROM AMERICAN ENERGY 22 Mboe/d Current Net Production3 $828MM Enterprise Value4 $15Bn Near-Term Actionable Acquisition Pipeline 3 1. Anticipated dividend is subject to board approval and market conditions 2. As of 6/9/2026 closing share price of $12.40 3. Per 1Q 2026 10-Q 4. Enterprise value as of 6/9/2026, based on closing share price of $12.40 and 31.1MM shares outstanding. See Capital Structure & Dividends in the appendix for the full equity value and enterprise value buildup.

![](ea029480701_ex99-1img4.jpg)

WHY PRESIDIO: A MULTI-LAYERED VALUE PROPOSITION INVESTMENT HIGHLIGHTS FREE OPTIONS — NOT PRICED IN CURRENT DIVIDEND Fixed & Expected to Grow Offers one of the highest dividend yields1 on NYSE at 10.9%, supported by stable PDP cash flows and clear growth framework. 4 1. As of 6/9/2026 closing share price of $12.40 AI PRODUCTION & COST ENHANCEMENT Established Platform: FTW Technologies FTW Technologies is deploying AI-driven asset intelligence across Presidio's operated wells, targeting production uplift with no incremental capital. ACQUISITION ECONOMICS Attractive Levered Returns Presidio deploys capital into PDP acquisitions at levered returns meaningfully above cost of capital, creating immediate NAV accretion. WORKOVERS & WELL REACTIVATIONS Proven Track Record of Outsized Returns Established playbook for accelerating workover programs and reactivating idle wells at 50%+ rates of return. OPERATIONAL IMPROVEMENTS Demonstrated Alpha Generation Demonstrated track record of generating significant production and cost alpha post- acquisition through operational optimization. UNDEVELOPED LOCATION MONETIZATION Strong History of Monetizing Non-PDP Assets Proven history of monetizing undeveloped inventory through carried interest partnerships and outright acreage sales, including the ~$90MM Cherokee divestiture. 10.9%

![](ea029480701_ex99-1img5.jpg)

A WORLD THAT NEEDS WHAT WE HAVE 5 PRESIDIO'S POSITIONING Our business model sits at nexus of most powerful and durable forces reshaping global energy landscape. We built for this moment — disciplined PDP economics · technology-enabled operations · capital structure designed to compound through cycles GEOPOLITICAL DISRUPTION Middle East conflict disrupted supply routes. War in Europe redrew energy flow maps and severed decades-old supply relationships. AI & DATA CENTER DEMAND Artificial intelligence data centers being built at pace and scale straining American power grid. Demand for energy accelerating. INDUSTRIAL REINVENTION Shift to robotics and automated manufacturing drive incremental power demand most forecasters are only beginning to model. SHRINKING INVENTORY Inventory of high-quality domestic drilling locations shrinking. Shale revolution has matured. Next barrel is harder to find. LONG-LIFE ASSETS GAIN VALUE Long-life, low-decline, already- producing American oil and gas assets becoming more valuable, not less. Operators who extract maximum efficiency win.

![](ea029480701_ex99-1img6.jpg)

2017 2018-2020 2021-2024 2025 2026 Company founded by co- founders Will Ulrich and Chris Hammack in Fort Worth, TX Deployed $500MM into PDP acquisitions with Morgan Stanley Energy Partners Continuously optimized the asset base and developed one of the first uses of ABS capital Announced intention to go public through merger with EQV Ventures Acquisition Corp. Listed on the NYSE, $350MM ABS refinancing, paid first dividend, announced Goldman Sachs ABS Warehouse Facility¹ and first acquisition KEY EVENTS 6 1. Planned Goldman Sachs facility with terms agreed upon and execution in conjunction with first acquisition, subject to customary due diligence, approvals and additional definitive documentation 2. Anticipated dividend is subject to board approval and market conditions 3. As of 6/9/2026 closing share price of $12.40 Listed on the NYSE on 3/5/2026 • Positions Presidio to scale its proven operational approach • Provides access to growth capital and new partners Closed $350MM Investment Grade ABS Refinancing • Cut the weighted average coupon by 184 basis points to 6.38% • Reduced amortization and added liquidity, enhancing free cash flow Declared $1.35 per share annualized dividend • Anticipated dividend increase to $1.50 per share annualized pro forma Canyon Creek acquisition2 • Implied 12% dividend yield after acquisition3 Announced first acquisition • Aligns with "Land and Expand" strategy into adjacent Arkoma basin • Projected returns above Presidio threshold and expected to be accretive to dividend Announced Goldman Sachs ABS Warehouse Facility1 • Provides committed, low-cost financing to fund future acquisitions • Gives sellers confidence in closing

![](ea029480701_ex99-1img7.jpg)

ASSET AND ACQUISITIONS

![](ea029480701_ex99-1img8.jpg)

8 Presidio asset Predictable, hedged cash flow with strong margins Over 2,300 operated wells across the Anadarko Basin of Texas, Oklahoma and Kansas 100% PDP-focused, low- decline, long-life assets Note: Current production and revenue as of 1Q 2026 10-Q CURRENT REVENUE MIX 27% NGL 16% Oil 57% Gas 21% NGL 41% Oil 38% Gas Large, long-life asset base generating stable cash flow Fort Worth ASSET OVERVIEW T E X A S K A N S A S Fort Worth O K L A H O M A Canyon Creek Acquisition 22 Mboe/d CURRENT PRODUCTION

![](ea029480701_ex99-1img9.jpg)

ACQUISITION PIPELINE 9 Source: Company materials, Enverus Note: All figures shown are illustrative projections based on management estimates and assumptions. They do not constitute offers, commitments, or binding agreements and are provided solely to illustrate potential acquisition opportunities Actionable targets of over $15Bn BASIN A ~$10.3Bn Estimated Total Deal Size ~324 Mboe/d Production BASIN B ~$1.5Bn Estimated Total Deal Size ~49 Mboe/d Production BASIN C ~$3.4Bn Estimated Total Deal Size ~104 Mboe/d Production 68% 10% 22%

![](ea029480701_ex99-1img10.jpg)

CANYON CREEK ACQUISITION OVERVIEW Canyon Creek establishes Presidio's operated footprint in the Arkoma basin and is expected to support dividend increase from $1.35 to $1.50 per share on an annualized basis1 $1.50 $1.35 STRATEGIC FIT FINANCING DIVIDEND ACCRETION "Land and Expand" strategy into adjacent Arkoma basin Asset profile, returns, and dividend accretion consistent with strategy Low decline rate of 11% Cash provided by first of its kind $1.0Bn Goldman Sachs ABS Warehouse Facility2 Seller consideration includes $60MM cash and ~2.2MM shares of Presidio common equity Projected dividend of $1.50 per share following acquisition close Implied 12% dividend yield post-close3 Initial Dividend Anticipated Dividend PF CCE 29% 35% 45% 13% 0% 20% 40% Total Opex Reduction Labor Reduction Compression Reduction Chemicals Reduction 10 1. Anticipated dividend is subject to board approval and market conditions 2. Planned Goldman Sachs facility with terms agreed upon and execution in conjunction with first acquisition, subject to customary due diligence, approvals and additional definitive documentation 3. As of 6/9/2026 closing share price of $12.40 4. Anticipated reductions for the Canyon Creek acquisition. Timeframes reflect when each initiative is expected to be realized (labor and chemicals day 1, compression within month 1). Category figures are expressed as a percentage of their respective cost category and are not additive; total opex reduction reflects the anticipated run-rate once all initiatives are fully implemented Anticipated OPEX Cuts4 Run-Rate Day 1 Month 1 Day 1

![](ea029480701_ex99-1img11.jpg)

ILLUSTRATIVE ACQUISITION ECONOMICS 11 CONTINUOUS OPTIMIZATION Rigorous Cost, Production, and Revenue Initiatives · Effective Commodity Hedging · Upside Monetization · Proprietary AI Deployment · Scaled LOE, Production, and Marketing Enhancement ASSET-LEVEL RETURN Return at acquisition, prior to Presidio operational uplift 10-12% PRESIDIO OPERATED RETURN Return after applying Presidio operational playbook LEVERED RETURN Return after layering in low-cost ABS debt financing TOTAL RETURN Return after AI-driven optimization and capital-light development program ~15% >30% >20% Asset Integration ABS Financing AI and Capital-Light Development Repeatable path to achieving levered returns well in excess of cost of capital

![](ea029480701_ex99-1img12.jpg)

Take over field operations day 1 OPERATIONAL EXCELLENCE: HOW WE CREATE EFFICIENCY A PLAYBOOK WRITTEN IN THE ANADARKO BASIN - PORTABLE ACROSS THE U.S. 32% Avg OPEX improvement month 1 Presidio applies disciplined, data-driven playbook to modernize acquired oilfield operations. Oil and gas assets transformed into high-efficiency operations through repeatable systems and empowered field execution. KEY ACTIONS Streamline field organization Optimize pumper routes Right-size compression and artificial lift Bring chemical management in-house CHALLENGE Legacy operating models drive higher costs and slower decisions. SOLUTION Apply standardized integration playbook to capture value from Day 1. OPPORTUNITY Reduce costs and modernize operations while sustaining production performance. 12 Note: Average OPEX improvement figures through first three acquisitions A v g O P E X i m p r o v e m e n t y e a r 1 ↓47%

![](ea029480701_ex99-1img13.jpg)

THE OPERATING PLAYBOOK: SIX LEVERS COMPRESSION RIGHT-SIZING 28% compression cost reduction · Month 1 Legacy operators oversize compression for peak capacity and never right-size as production evolves. We audit every compressor and downsize where appropriate. CHEMICAL MANAGEMENT 39% chemical cost reduction · YoY Vendors have little incentive to reduce consumption. We bring chemical management in-house on Day 1, centralize oversight, and standardize protocols. PEOPLE FIRST Leaner, faster, accountable field org Interview 100% of field staff. Evaluate against standardized framework. Make fast decisions. Flatten structure. Empower retained talent. Align incentives. WORKOVERS & REACTIVATIONS 50%+ rates of return on workover programs Disciplined workover playbook prioritizes wells by data-driven return potential, executed in tranches to enforce capital discipline. UNDEVELOPED MONETIZATION $100MM+ value realized · zero drilling capex Monetize undeveloped inventory through carried- interest JVs and outright acreage sales, including Cherokee divestiture. PUMP-BY-EXCEPTION 50% reduction in well visits Rather than visit every well every day, our system surfaces only wells requiring attention. We visit top 20% by cash flow value daily. 13 Note: Figures reflect results from selected acquisition case studies; see Optimization Case Studies in the appendix for detail

![](ea029480701_ex99-1img14.jpg)

ASSET INTELLIGENCE

![](ea029480701_ex99-1img15.jpg)

15 2026 TARGET 3–5% Production Growth Without a single dollar of capital expenditure. Through intelligence. YTD: ~1% achieved. ASSET INTELLIGENCE: THE ASYMMETRIC UPSIDE FTW TECHNOLOGIES Formed in 2020 to put data behind every operating decision. • Proprietary well intelligence layer trained on millions of data points • Thousands of observations submitted by voice and text from pumpers in field • Millions of inputs, including well files, drilling reports, completion data, production volumes, and geology • One of the most advanced asset intelligence systems operating in upstream today • No commercial equivalent exists THREE INTEGRATED GROUPS Operations Men and women who run the assets every day are always at the center Asset Intelligence Group Engineers and support staff armed with AI and analytics to drive field efficiencies Dedicated AI Group Supports Asset Intelligence Group with tools, models, and insights to make better decisions faster

![](ea029480701_ex99-1img16.jpg)

PRESIDIO: AI DEPLOYMENT UNDERWAY 16 THE STRATEGIC PIVOT: AI is live in well surveillance and production intelligence today. • Technology as supporting tool • Efficiency Group running discrete projects • AI platform as background initiative • Manual surveillance on most wells • Analyst-dependent data queries • Well surveillance and production intelligence live today • Established Asset Intelligence Group • FTW Technologies as dedicated business unit • 24/7 surveillance AI tool deployed to all operators and engineers • Natural language queries against live production data • 3–5% production increase as direct result of AI deployment • Agentic orchestration live across full ~2,300- well fleet • OPEX/CAPEX agents fully integrated into budget workflows • M&A knowledge pipeline screening deals automatically • Presidio's Pumper Knowledge Base at lease level BEFORE NOW 2026 TARGET

![](ea029480701_ex99-1img17.jpg)

AI PHILOSOPHY: PEOPLE AT THE CENTER PRESIDIO'S AI PHILOSOPHY: Make every employee dramatically more powerful. Amplification, Not Automation The right infrastructure, tools, and mindset can make every Presidio employee an order of magnitude more productive. Presidio Astronauts First class of AI ambassadors, carrying transformation into every corner of organization and bringing colleagues along with them. A pioneer program. Uncapped Upside In oil and gas, upside is capped. Technology is different. Upside is potentially exponential. Genuine asymmetric opportunity for our shareholders. The Prize is Production Focus is not streamlining administrative workflows. Production is the prize. Revenue is the prize. Cash flow is the prize. That is precisely where we have aimed our technology. Scaling Beyond Presidio IP built at FTW Technologies applicable far beyond own acreage. Nine Years of Proprietary Data Ontology layer trained since founding. Well surveillance tools, production intelligence, financial modeling, and deal screening represent body of work. 17

![](ea029480701_ex99-1img18.jpg)

2026 GOAL: 3–5% PRODUCTION UPLIFT FROM AI 3-5% Production uplift target from AI deployment ~2,300 Wells on intelligence platform $2.5MM Value of each 1% uplift per year at $30/BOE $0 New drilling required to hit target HOW WE HIT IT THE FLYWHEEL Canyon Creek (Arkoma Basin, ~21.4 MMcfe/d, 55 wells) is first test of flywheel at scale outside Anadarko Basin. Artificial lift optimization AI continuously adjusts ESP, rod pump, and gas lift across every operated well, reducing pump-off events, extending run life, and recovering deferred production. Earlier anomaly intervention Behavioral deviations identified before escalating to equipment failure or shut-in. Every hour of downtime prevented is incremental production. Decline management at scale Pattern recognition across ~2,300 wells identifies accelerating decline before they underperform budgets, enabling earlier intervention. Funds the next acquisition More assets acquired More operational data generated Deeper AI- driven insights Better production outcomes Incremental free cash flow 18

![](ea029480701_ex99-1img19.jpg)

APPENDIX CORPORATE INFORMATION

![](ea029480701_ex99-1img20.jpg)

MANAGEMENT TEAM AND BOARD OF DIRECTORS 20 Chris Hammack Co-CEO and Director Trinity River Energy Atlas Energy Range Resources Texas A&M Will Ulrich Chairman and Co-CEO Atlas Energy UBS Investment Bank Harvard College John Brawley EVP & CFO Maverick Natural Resources SandRidge Energy Guggenheim Partners Rice University Brett Barnes EVP & General Counsel Trinity River Energy EOG Resources Anadarko Petroleum Texas A&M Dave Smith VP of Operations Templar Energy Chesapeake Energy West Point Dave Mochulski VP of Applied AI ExxonMobil XTO Energy University of British Columbia Daniel Herz Compensation Committee Chair, Member of Audit Committee WhiteHawk Energy, CEO Falcon Minerals Corp. Atlas Energy Jerry Schretter Audit Committee Chair Bank of America, Vice Chairman and Co-Head of Americas Energy Investment Banking Cripps Leadership Advisors Citi and UBS Jeff Serota Nominating and Corporate Governance Committee Chair, Member of Compensation Committee Corbel Capital Partners, Vice Chairman and CIO Ares Management James Vallee Member of Compensation Committee and Nominating and Corporate Governance Committee Winston & Strawn, Partner Valhil Capital, Valhil Advisors Paul Hastings Ray Walker Member of Audit Committee and Nominating and Corporate Governance Committee Encino Energy, COO Range Resources Jerry Silvey Director Magnetar Capital RBC Capital Markets Southern Methodist University Tyson Taylor Director Magnetar Capital Star Peak Kirkland & Ellis London Business School Gregg Lamb CAO Maverick Natural Resources Breitburn QR Energy Villanova Jeff Johnson VP of Asset Intelligence Continental Resources Chesapeake Energy Texas A&M PRESIDIO MANAGEMENT TEAM PRESIDIO BOARD OF DIRECTORS

![](ea029480701_ex99-1img21.jpg)

CAPITAL STRUCTURE & DIVIDENDS 21 Strong Balance Sheet $65MM RBL Commitment 1Q 2026 Special Dividend • Presidio paid special dividend of $0.10125 for first quarter of 2026 • Dividend reflects pro rata amount for period from March 5, 2026, first day following date of closing of Company's business combination, through March 31, 2026 and is based on anticipated quarterly dividend rate of $0.3375 ($1.35 per share per year)2 Equity Value Supported by Dividends Capital Structure ($MM) As of ABS Refi Close on June 9, 2026 Cash3 $35 ABS $350 RBL $0 Trail Dust Term Loan $2 Preferred Equity $125 Equity Value4 $386 ENTERPRISE VALUE $828 1. Planned Goldman Sachs facility with terms agreed upon and execution in conjunction with first acquisition, subject to customary due diligence, approvals and additional definitive documentation 2. Anticipated dividend is subject to board approval and market conditions 3. Includes Operator Cash of $12MM, Restricted Cash of $10MM, and Unrestricted Cash of $13MM 4. Equity value based on 6/9/2026 stock price of $12.40 and 31.1MM shares outstanding, comprised of 27.7MM Class A common shares, 1.7MM Class B shares exchangeable into Class A common stock, and 3.7MM in-the- money/common-equivalent securities, less 1.9MM of contingent earnout shares. $1.0Bn Goldman Sachs Facility1

![](ea029480701_ex99-1img22.jpg)

HEDGING 22 2Q26 3Q26 4Q26 1Q27 2Q27 3Q27 4Q27 2028 2029 Beyond Oil Swaps1 Volume (MBbl) 274 272 265 254 247 241 236 883 753 933 Avg. Strike Price ($/Bbl) 57.35 59.90 60.51 87.95 108.29 100.71 88.09 63.14 67.55 64.38 Natural Gas Swaps Volume (BBtu) 6,264 6,208 6,089 5,808 5,599 5,524 5,421 20,523 17,127 47,417 Avg. Strike Price ($/MMBtu) 6.23 5.56 5.53 5.06 4.44 3.42 3.74 3.55 3.57 3.49 Natural Gas Basis Swaps Volume (BBtu) 5,990 5,956 5,865 5,009 4,818 4,765 4,677 17,724 6,977 — Avg. Strike Price ($/MMBtu) (0.49) (0.59) (0.39) 0.24 (0.58) (0.51) (0.39) (0.43) (0.55) — NGL Swaps1 Volume (MBbl) 556 545 534 517 506 456 447 1,487 1,201 1,316 Avg. Strike Price ($/Bbl) 22.39 22.19 22.35 24.22 22.52 26.90 25.59 25.75 23.46 21.49 1. Hedges include a combination of individual component hedges and WTI as a proxy

![](ea029480701_ex99-1img23.jpg)

ANTICIPATED DIVIDEND TIMELINE 23 • Accelerated Q1 special dividend • Regular dividend schedule to coincide with earnings going forward (other than 4Q) 1Q 2026 Special 2Q 2026 3Q 2026 4Q 2026 1Q 2027 Declaration Date 4/14/26 8/11/26 11/12/26 2/12/27 5/12/27 Record Date 5/4/26 8/31/26 12/2/26 3/4/27 6/1/27 Payment Date 5/18/26 9/14/26 12/16/26 3/18/27 6/15/27 Note: Anticipated dividend is subject to board approval and market conditions

![](ea029480701_ex99-1img24.jpg)

APPENDIX OPTIMIZATION CASE STUDIES

![](ea029480701_ex99-1img25.jpg)

LABOR MODERNIZATION: LEAN EMPOWERED FIELD 25 Revamping field operations through empowerment, accountability, and technology: Interview 100% of field staff using standardized evaluation process to retain top talent Flatten field structure with asset managers, techs (super pumpers), and pumpers for faster decisions Introduce digital tools to do more with less Launch field incentive plans aligning frontline performance with company goals ACQUISITION CASE STUDY 72% DAY 1 LABOR COST IMPROVEMENT Field Supervision (10) Pumpers (40) Contractors (13) Total (63) Field Supervision (0) Pumpers (16) Contractors (4) Total (20)

![](ea029480701_ex99-1img26.jpg)

Pumpers focused only where value or risk existed PUMP-BY-EXCEPTION: TURNING DATA INTO FIELD ACTION 26 Old Route (27 wells) New Route (50 wells) HIGHER PRODUCTIVITY PUMPER STRATEGY Legacy: Daily visits to every well PBE: Visit top 20% of wells by cash flow every day and the rest only if alerted, resulting in 50% reduction in well visits FEWER PUMPERS High-priority wells surfaced automatically SMARTER ROUTES Routes adjusted dynamically based on real-time inputs Traditional well-visit schedules gave way to automated, exception-based system using machine learning and real-time alerting.

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A c q u i s i t i o n C a s e s t u d y M o n t h 1 : R e d u c t i o n I n C o m p r e s s i o n E x p e n s e ↓28% OPTIMIZATION: COMPRESSION & ARTIFICIAL LIFT 27 INCREASED UPTIME Lowered artificial lift depths to minimize downtime and improve drawdown RIGHT-SIZED COMPRESSION Removed or downsized compression to match system demand REDUCED FUEL & POWER USE Installed plungers on gas-lift wells to enhance flow and lower pressures REDUCED COSTS Renegotiated compression rental contracts to reduce expense 150 17 17 11 8 22 Lowered Released Transferred Downsized Swapped Other Compressor actions taken Presidio optimized compression and artificial lift systems to align with field demand. By downsizing and redesigning equipment, the team cut fuel & maintenance costs while improving reliability and consistency.

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CHEMICAL MANAGEMENT: STANDARDIZING FOR EFFICIENCY 28 R E D U C T I O N I N C H E M I C A L E X P E N S E (2 0 2 3 - 2 0 2 4 Y o Y) ↓39% Presidio replaced vendor-run chemical programs with internally managed, data-informed model. Reducing costs and improving performance consistency across the field. IMPROVED PERFORMANCE Implemented well-level tracking & sampling to monitor usage and effectiveness CUT COSTS Consolidated suppliers to eliminate duplication and waste INTERNAL CONTROL Centralized chemical management under internal operations team STANDARDIZED OPERATIONS Standardized treatment protocols across all assets for consistent control

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2025 WORKOVER PROGRAM: CAPITAL DISCIPLINE IN ACTION SMART CAPITAL Prioritized wells with highest return potential using data- driven diagnostics MEASURABLE UPLIFT Executed in tranches to enforce capital discipline and validate performance REPEATABLE MODEL Standardized planning and vendor control to reduce costs and shorten cycle times LEARNING LOOP Reinvested learnings for faster, cheaper interventions across future programs Workover IRR 97% 91% 83% 80% 68% 88% 92% 87% 80% 71% 64% 83% Tranche 1 Tranche 2 Tranche 3 Tranche 4 Tranche 5 Total Actual Projected Presidio applied disciplined capital allocation and data-driven insight to pull 152 workovers out of bullpen, maximizing production uplift while minimizing spend. 29

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DEVELOPMENT: BRINGING VALUE FORWARD 30 Over $100MM in value realized since inception with zero capital risk. Flexible capital and operating structures allow Presidio to scale with partners and deliver growth without incremental overhead or risk. STRUCTURED JOINT VENTURES Built and executed JV frameworks where partners fund drilling programs and Presidio assumes operatorship post-development, supporting long-term efficiency and alignment. ACREAGE SALES Executed strategic acreage sales, including ~100k acres in the Cherokee formation, to realize value while retaining existing wells and further upside. OUTSOURCED DEVELOPMENT MANAGEMENT Successfully managed development programs funded and executed by partners, promoting timely project completion, reducing cost structure, and heightening operating standards. CASE STUDY FARM-OUT (CARRIED DEVELOPMENT PROGRAM) • Structured carry where partner funded and drilled initial wells and Presidio contributed acreage. • Presidio assumed operatorship upon completion. • Delivered low-cost transition and long-term cash flow alignment.