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May 2015 Annual General Meeting – Strad Energy Services

Strad Energy Services · May 6, 2015 · 10 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. May 2015 Annual General Meeting – Strad Energy Services – slide 1
    Annual General Meeting May 6, 2015
  2. May 2015 Annual General Meeting – Strad Energy Services – slide 2
    INTRODUCTION AGENDA 2014 Results First Quarter Results Asset Mix Customer Segments Revenue & EBITDA Free Cash Flow 2015 Outlook 3
  3. May 2015 Annual General Meeting – Strad Energy Services – slide 3
    2014 RESULTS HIGHLIGHTS (MM) Total 4Q14 3Q14 2Q14 1Q14 Revenue Record annual EBITDA of Total Revenue 219.8 56.1 58.1 53.7 51.9 58.7 MM EBITDA CAN Ops 26.0 6.1 9.7 4.6 5.6 Record annual EPS of 0.63 US Ops 29.0 10.2 8.7 6.5 3.6…
  4. May 2015 Annual General Meeting – Strad Energy Services – slide 4
    FIRST QUARTER RESULTS Q1 2015 RESULTS (MM) 1Q15 4Q14 3Q14 2Q14 1Q14 Revenue Canadian Operations Total Revenue 34.4 56.1 58.1 53.7 51.9 Lowest industry drilling EBITDA activity in 15 years CAN Ops 3.7 6.1 9.7 4.6 5.6 US Ops 4.2 10.2…
  5. May 2015 Annual General Meeting – Strad Energy Services – slide 5
    ASSET MIX MARCH 31, 2015 Gross Capital Assets by Gross Capital Assets by Product Line Geography 3% 12% Surface Equipment 40% Matting 11% 46% Canada Drill Pipe 54% US Solids Control 34% EcoPond Gross Capital Asset…
  6. May 2015 Annual General Meeting – Strad Energy Services – slide 6
    CUSTOMER SEGMENTS DRILLING OIL & GAS WELL DRILLING Surface Equipment Matting Solids Control & Waste Management Drill Pipe COMPLETIONS OIL & GAS WELL COMPLETIONS EcoPond Surface Equipment Matting INFRASTRUCTURE PIPELINE, POWER…
  7. May 2015 Annual General Meeting – Strad Energy Services – slide 7
    REVENUE & EBITDA 70.0 250.0 60.0 200.0 50.0 Revenue MM EBITDA MM 40.0 150.0 30.0 100.0 20.0 50.0 10.0 0.0 0.0 EBITDA Revenue 2010A 2011A 2012A 2013A 2014A 2015T* EBITDA Margin 26% 28% 23% 21% 27% 19%…
  8. May 2015 Annual General Meeting – Strad Energy Services – slide 8
    FREE CASH FLOW 2015 FREE CASH FLOW 30.0 EBITDA generates significant free cash flow 25.4 1.5 25.0 0.5 5.0 Modest interest and tax payments 20.0 10.4 New age of asset fleet has modest MM 15.0 sustaining capex requirements 10.0…
  9. May 2015 Annual General Meeting – Strad Energy Services – slide 9
    2015 OUTLOOK PRUDENT FINANCIAL MANAGEMENT Reduce costs Minimal capital spending Generate positive free cash flow POSITION FOR MARKET RECOVERY Strong market share and customer base Depth in sales and operations teams Leverage…
  10. May 2015 Annual General Meeting – Strad Energy Services – slide 10
    THANK YOU 11

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