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Citi MLP Conference – NGL Energy Partners Lp

NGL Energy Partners Lp · Aug 1, 2014 · 29 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. Citi MLP Conference – NGL Energy Partners Lp – slide 1
    Citi MLP Conference August 2014
  2. Citi MLP Conference – NGL Energy Partners Lp – slide 2
    Senior Management Representatives H. Michael Krimbill Chief Executive Officer NGL Atanas H. Atanasov Chief Financial Officer James J. Burke President 3
  3. Citi MLP Conference – NGL Energy Partners Lp – slide 3
    Section II Overview of NGL Energy Partners 4
  4. Citi MLP Conference – NGL Energy Partners Lp – slide 4
    Overview of NGL Business Description Segment Contribution NGL is a diversified midstream MLP that provides multiple services to producers Refined and end-users Products/ Renewables Retail Transportation, storage and marketing of…
  5. Citi MLP Conference – NGL Energy Partners Lp – slide 5
    NGL Energy Partners Business Strategy Grow at attractive multiples through: Organic projects Acquisitions/Mergers Emphasis on repeatable fee-based cash flows Conservative capital structure with low leverage consistent with…
  6. Citi MLP Conference – NGL Energy Partners Lp – slide 6
    NGL KeyOperational Assumptions Investment Highlights 1,671% EBITDA growth from EBITDA of 24 million at IPO to 425 million Fiscal 2015 Successful Track 74% distribution per unit increase since IPO Record of Growth Growth has been…
  7. Citi MLP Conference – NGL Energy Partners Lp – slide 7
    NGL Has a Proven Track Record of Successful Growth NGL has delivered a total return of 117% since IPO Since NGL's IPO in May 2011, NGL has consumated and integrated more than 30 acquisitions totaling over 3.2 billion Distribution…
  8. Citi MLP Conference – NGL Energy Partners Lp – slide 8
    Diversified Across Multiple Businesses and Producing Basins NGLs operations are geographically and operationally diversified Significant presence in the most economic oil and natural gas shale plays in the country Coast-to-coast…
  9. Citi MLP Conference – NGL Energy Partners Lp – slide 9
    Section II TransMontaigne Inc. - Area of Operations 10
  10. Citi MLP Conference – NGL Energy Partners Lp – slide 10
    Integrated Midstream Solutions Service a stable base of customers with integrated midstream services across the value chain Crude Logistics Pipeline LACT Units Storage Wellhead Truck Terminal Refiner Pipeline Rail Barge Water…
  11. Citi MLP Conference – NGL Energy Partners Lp – slide 11
    Significant Operational Diversity NGL's Core Business Lines Refined Products/ Crude Logistics Water Solutions NGL Liquids Retail Renewables Purchase and transport Treatment of oil and gas Transport, handle, store Distribute propane…
  12. Citi MLP Conference – NGL Energy Partners Lp – slide 12
    Section II NGL Segments 13
  13. Citi MLP Conference – NGL Energy Partners Lp – slide 13
    Crude Logistics Segment Operations Area of Operation Purchases and transports crude oil for resale to a pipeline injection Bakken point, storage terminal, barge Shale loading facility, rail facility, refinery or trade hub…
  14. Citi MLP Conference – NGL Energy Partners Lp – slide 14
    Crude Logistics Asset Overview 7.7 MMbbls of storage in Cushing (3.6MMbbls leased) 5 Gulf Coast terminals with aggregate capacity of 850 Mbbls Port of Catoosa, Oklahoma - storage services; truck and rail trans-loading to barges with…
  15. Citi MLP Conference – NGL Energy Partners Lp – slide 15
    Water Treatment and Processing Industry Overview Oil and natural gas producers preserve cash for drilling by outsourcing the disposal and treatment of oilfield produced and flowback water (waste water) Water quality is measured by…
  16. Citi MLP Conference – NGL Energy Partners Lp – slide 16
    Water Treatment and Processing Operational Model Treatment and Disposal Company-owned disposal facilities provide producers affordable well-disposal of wastewater generated from oil and natural gas production and drilling activities…
  17. Citi MLP Conference – NGL Energy Partners Lp – slide 17
    Water Solutions Overview Segment Operations Area of Operation Provides services for the treatment, processing, and disposal of wastewater generated from oil and natural gas production Generates fee-based revenue from the disposal…
  18. Citi MLP Conference – NGL Energy Partners Lp – slide 18
    Water Solutions Regional Operations Anticline DJ Basin Eagle Ford Permian Treatment of oil and gas Leading provider of oil and Growing presence in one of Expansive footprint across waste-water for recycling, gas waste-water…
  19. Citi MLP Conference – NGL Energy Partners Lp – slide 19
    Liquids Overview Area of Operation PHILADELPHIA 20
  20. Citi MLP Conference – NGL Energy Partners Lp – slide 20
    Liquids Terminals and Wholesale Supply & Marketing Segment Railcar Segment 22 terminals serving over 300 customers Transports and markets NGLs to and from refiners, 17 terminals with rail loading capability gas processors, propane…
  21. Citi MLP Conference – NGL Energy Partners Lp – slide 21
    Retail Propane Overview Segment Operations Area of Operation Sell propane and petroleum distillates to end-users consisting of residential, agricultural, commercial and industrial customers Geographic diversity mitigates weather…
  22. Citi MLP Conference – NGL Energy Partners Lp – slide 22
    Retail Propane What Sets Us Apart Operational focus on regions with the highest number of degree days North East, Upper Midwest and Pacific NW Geographic Focus In warmer weather, gross margins temporarily expand to recoup a portion of…
  23. Citi MLP Conference – NGL Energy Partners Lp – slide 23
    Section II Refined Products / Renewables 24
  24. Citi MLP Conference – NGL Energy Partners Lp – slide 24
    Refined Products Refined Product - Rack Refined Product - Bulk Market refined products at the rack to wholesale Market refined products at the rack to contracted resellers and end users in the spot market customers 188 terminals…
  25. Citi MLP Conference – NGL Energy Partners Lp – slide 25
    Renewables Ethanol BioDiesel Sell ethanol on a back-to-back basis and transports NGL generates profits thru a mix of fee based income purchased volumes to leased and customer terminals with our TransMontaigne assets and supply chain…
  26. Citi MLP Conference – NGL Energy Partners Lp – slide 26
    TransMontaigne Inc. Transaction Overview Purchased TMI from Morgan Stanley for 200 million plus inventory of 346 million NGL received: 3,171,161 TLP Common Units 100% of TLP General Partner 130,000 bbl/d of combined shipper…
  27. Citi MLP Conference – NGL Energy Partners Lp – slide 27
    Section II TransMontaigne Inc. - Area of Operations 28
  28. Citi MLP Conference – NGL Energy Partners Lp – slide 28
    Simplified TransMontaigne Ownership Structure NGL Energy Partners Public Unitholders L.P. 100% Interest 80% TransMontaigne Inc. Interest (Limited Partner) 100% Interest TransMontaigne Product Services Inc. 17% Interest…
  29. Citi MLP Conference – NGL Energy Partners Lp – slide 29
    Conclusion and Key Takeaways Compelling investment opportunity with attractive combination of yield and growth Distribution growth of 18% for calendar 2014 and 10% plus thereafter 74% distribution per unit increase since IPO NGL…

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