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SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp.

Newalta Corp. · Mar 26, 2015 · 38 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 1
    SCOTIA HOWARD WEIL INVESTOR CONFERENCE MARCH 26 2015
  2. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 2
    FORWARD-LOOKING INFORMATION The following presentation contains forward-looking information which is based on current views and assumptions and is subject to uncertainties which are difficult to predict. This forward-looking information…
  3. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 3
    2
  4. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 4
    NEWALTA WHO WE ARE 3
  5. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 5
    NEWALTA OVERVIEW 4
  6. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 6
    RECENT DEVELOPMENTS Change in leadership Completed divestiture of Industrial Division Five-year strategic plan May 2015 5
  7. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 7
    KEY POINTS OF DIFFERENTIATION 6
  8. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 8
    DIFFERENTIATION Customer Relationships Use knowledge and understanding of customers' business to engineer solutions Innovative Solutions Serve customers creatively, efficiently and cost effectively as an integral innovation…
  9. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 9
    ONSITE BENEFITS 8
  10. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 10
    SATELLITE BENEFITS 9
  11. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 11
    2014 SEGMENT REVENUE Heavy Oil 41% Oilfield 42% U.S. 17% 10
  12. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 12
    HEAVY OIL 11
  13. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 13
    HEAVY OIL 12
  14. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 14
    SAGD 13
  15. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 15
    SAGD Market leader in SAGD Well positioned for growth Building a full service facility in Fort McMurray, AB 14
  16. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 16
    MFT 15
  17. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 17
    MFT Expanded to oil sands mining sites to treat mature fine tailings (MFT) Established first-mover position; only company centrifuging MFT Secured long-term MFT contracts 16
  18. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 18
    OILFIELD 17
  19. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 19
    OILFIELD 18
  20. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 20
    OILFIELD Network of more than 30 facilities with excellent market coverage Strong customer relationships Growth from building satellites and expanding service offerings 19
  21. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 21
    U.S. 20
  22. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 22
    U.S. 21
  23. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 23
    U.S. Large market with fragmented competition Focused on the Bakken and Eagle Ford regions Building satellites Expanding services Pursuing strategic acquisitions 22
  24. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 24
    PURPOSEFUL INNOVATION 23
  25. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 25
    PURPOSEFUL INNOVATION Innovate through technology, service model, internal processes to deliver differentiated value Drill cuttings recovery Wastewater technologies Focused on sustainability priorities of customers 24
  26. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 26
    FINANCIAL HIGHLIGHTS 25
  27. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 27
    2014 HIGHLIGHTS ( MILLIONS) Strong results reflect excellent returns from recent growth investments in Heavy Oil contracts, U.S. expansion and Oilfield operations 26
  28. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 28
    2014 KEY ACCOMPLISHMENTS Increased contract revenue 14% Secured three new MFT contracts with Shell & Syncrude Added three new satellites in western Canada and U.S. Successfully tested oil sands water treatment technology…
  29. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 29
    2015 OUTLOOK 10 change in WTI oil price results in 8M change in annual Adjusted EBITDA 10% change in drilling activity results in 5M impact on annual Adjusted EBITDA 75% production-related waste volumes provide stability…
  30. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 30
    INVESTMENT HIGHLIGHTS Resilient business model Strong balance sheet Trading at 1.5x book value/share Organic growth opportunities Accretive acquisitions 29
  31. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 31
    APPENDICES 30
  32. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 32
    TSX: NAL 31
  33. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 33
    MFT PROCESSING 32
  34. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 34
    MFT ONSITE BENEFITS 33
  35. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 35
    CRUDE OIL RECOVERY 34
  36. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 36
    CRUDE OIL RECOVERY Oilfield and Heavy Oil operations create a by-product that is a combination of oil, solids and water. Newalta uses centrifuge technology to separate the oil, water and solids. The oil and water are re-used in the…
  37. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 37
    ANALYSTS Jason Sawatzky Rupert M. Merer, P. Eng., CFA AltaCorp Capital National Bank Financial Sara Elford, CFA Steve Arthur, CFA Canaccord Genuity RBC Capital Markets David Noseworthy, P. Eng., CFA Vladislav C. Vlad, P. Eng., MBA CIBC…
  38. SCOTIA HOWARD WEIL INVESTOR CONFERENCE – Newalta Corp. – slide 38
    INVESTOR CONTACT Anne M. Plasterer Execu&ve Director, Investor Rela&ons D 403 806 7019 aplasterernewalta.com www.newalta.com 37

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