GasLog - A Long Established Pure Play LNG Shipping Platform Leading Ship Operational and Management Safety Excellence Sole provider to BG Group Eleven million hours for over 13 years without Lost Time Incident Supervised…
Strong Track Record of Execution Last 12 months has been transformational: Consolidated Fleet More Than Doubled 1.0bn of contracted revenue added Delivered on business plan 2.8bn Enhanced customer relationships +56% Acquired…
Working Alongside the Worlds Leading LNG Players One of the worlds leading LNG companies, listed in London with a market capitalisation of c. 60bn GasLogs relationship with BG started in 2001. GasLog was appointed sole technical…
GasLogs Modern Fleet Has Strong Charter Coverage Excludes 5 LNG carriers managed by GasLog for 3rd parties 1. Any 2 of these 3 ships have an optional period of 3 or 5 years, at charterers option 2. Any 2 of these 3 ships have…
Positive Developments in the Short-Term Markets The extension of the GasLog Chelsea was one of a number of positive developments in the shorter-term/spot market in recent weeks Fixture activity for the last 4 months has…
Strong Industry Fundamentals
LNG is the Fastest Growing Energy Source Why Natural Gas LNG: Growing Share of Natural Gas Significant reserves Increasing global LNG production Competitive pricing Increasing tonne miles Cleaner air emissions Price arbitrage…
GasLog in the LNG Value Chain Exploration and Transportation and Liquefaction LNG Shipping Regasification Drilling Consumption LNG Shipping Growing and Changing Future Requirement vs. Current Orderbook Number of Ships 350…
The Long-Term Outlook for LNG Shipping Remains Positive 2Q14, Cameron LNG (12mpta) received FERC approval and reached FID Russia Canada US 2Q14, Papua New Guinea commenced The recent streamlining production (6.9mtpa) of the…
Increasing LNG Liquefaction Capacity Development of LNG Liquefaction Capacity, 2014-2020 Global LNG Exports mtpa 700 Million tonnes 600 600 Exports figures for 2014-2019 based on capacity of projects under construction / at…
Increased Tonne Miles Increasing Number of Country to Country LNG Trades Average LNG Trade Route Distance Number 180 Nautical Miles 6,000 160 5,000 140 120 4,000 3,755 100 3,000 80 2,338 60 2,000 40 1,000…
Significant Built-in Growth Pipeline Option Vessels Further Parent Assets (10 vessels) (10 vessels1) 25 Capacity (cbm) 15 5 On Announced Water: since MLP IPO GasLog Ltd. obligated to offer GasLog Partners any…
Summary
GasLog the Building Blocks of Value Core value today Near term value drivers Medium term value drivers Newbuild contracts, DCF of Contracted Expansion into new option extensions and Cash Flow new business lines spot charters…
Summary Compelling Industry Dynamics Poised to benefit from considerable increase in global demand for LNG shipping Secure Cash Flow Profile gives Financial Flexibility Significant backlog of contracted revenue with strong…
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