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PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services

Strad Energy Services · Sep 12, 2012 · 17 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. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 1
    Peters & Co. Ltd. 2012 North American Oil & Gas Conference Investor Update September 12, 2012
  2. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 2
    THE STRAD ADVANTAGE The New Paradigm The Strad Solution Horizontal drilling and multi-stage fracking Large and diversified asset base located in key leads to more equipment intensity on resource plays in North America average…
  3. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 3
    SECOND QUARTER RESULTS 2012 Q2 Results Q2 Revenue 54.3 MM Q2 EBITDA 10.9 MM YTD Revenue 110.6 MM YTD EBITDA 26.9 MM YTD EBITDA ROA 25% Q2 CAPEX 23.3 MM 4
  4. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 4
    SENIOR MANAGEMENT AND BOARD OF DIRECTORS Senior Management Executive Chairman & Independent Directors Andy Pernal, CA Joined Strad in 2006; Former CFO of Moffat Henry van der Sloot, CFA, CA Founder of Strad in 2003; Former Managing…
  5. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 5
    REACH ACROSS NORTH AMERICA 32 locations across North America First mover advantage in new areas Primary strategy includes U.S. focus 6
  6. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 6
    CUSTOMER SOLUTIONS Surface Equipment Environmental & Access Matting Drill Pipe Proprietary in-house design and manufacturing provides a competitive advantage for Strad 7
  7. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 7
    CUSTOMER SOLUTIONS Solids Control & Waste Management Communications 8
  8. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 8
    STRAD INNOVATIONS Product Development EcoPondTM large frac-water storage tank solution Focus on product modifications and new products to support drilling and completions 40,000 square feet of manufacturing and design facilities in…
  9. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 9
    STRAD INNOVATIONS EcoPondTM Composite (EPC): Engineered aluminum and composite panel design (patent pending) Ultra lightweight resulting in reduced transportation costs Transported on a single truck and set up is less than a day…
  10. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 10
    STRAD INNOVATIONS EcoPondTM Steel (EPS): Engineered steel panel design (patent pending) Modular rectangular shape is easily configured for well-sites with limited space Holds a larger capacity of fluid within a smaller site…
  11. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 11
    REVENUE 2004 2012 231.8 188.3 MM 89.5 53.4 36.4 26.0 18.8 3.5 6.7 2004A 2005A 2006A 2007A 2008A 2009A 2010A 2011A 2012T* * Average Analyst Target 12
  12. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 12
    EBITDA 2004 2012 60.4 52.3 MM 23.7 7.3 8.1 4.4 2.6 0.9 -0.1 2004A 2005A 2006A 2007A 2008A 2009A 2010A 2011A 2012T* * Average Analyst Target 13
  13. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 13
    QUARTERLY RESULTS - TTM Consolidated Revenue, EBITDA (*in 000's) & EBITDA % 240,000 190,000 140,000 90,000 40,000 (10,000) Q1'10 Q2'10 Q3'10 Q4'10 Q1'11 Q2'11 Q3'11 Q4'11 Q1'12 Q2'12 Revenue 35,304 49,158 70,600…
  14. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 14
    2012 CAPITAL EXPENDITURE PROGRAM Geographic Allocation Product Allocation Decision Process 72 MM diversified mix Surface Equipment Formal Allocation Model across North America Solids Control 1. Internal rate of return 36 MM to US…
  15. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 15
    CAPITAL STRUCTURE Shares 37.3 million shares outstanding at June 30, 2012 2.6 million options with average exercise price of 4.24 Balance Sheet at June 30, 2012 Total bank facility 100 million Total funded debt 64.8 million…
  16. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 16
    INVESTMENT HIGHLIGHTS Valuation Trading at significant discount to peers Strong cash flow per share Strong return on asset base 5% dividend yield Growth 47% increase in rental assets in 2012 Increasing market share of growing…
  17. PETERS & CO LTD 2012 NORTH AMERICAN OIL & GAS CONFERENCE – Strad Energy Services – slide 17
    THANK YOU 18

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