Skip to main contentCIBC WORLD MARKETS INC 16TH ANNUAL WHISTLER INSTITUTIONAL CONFERENCE – Trican Well Service Ltd. Investor Presentation | Shale Experts
CANADA CIBC WORLD MARKETS INC. 16th Annual Whistler Institutional Conference Panel on North American Energy Renaissance: Impact on Services Dale Dusterhoft January 25, 2013
FORWARD LOOKING STATEMENTS This document contains statements that constitute forward-looking statements within the meaning of applicable securities legislation. These forward-looking statements include, among others, the Companys…
OVERVIEW OF TRICAN Large, world-wide, full service 2012 REVENUE BY GEOGRAPHY pressure pumping company as of September 30, 2012 International 12% International Russia (majority) Kazakhstan Algeria 36% 52% USA Canada…
TRICAN STRENGTHS
TRICAN STRENGTHS Fracturing HP Growth 1,197,000 HP current fracturing 1,400,000 capacity 1,200,000 1,000,000 800,000 92 Cement & 34 Acid Units 600,000 400,000 39 Coiled Tubing & 68 N2 Units 200,000 0 2007 2008…
STRENGTHS FULL SERVICES Service Line % of 2012 Revenue (at Sept. 30, 2012) Fracturing 77% Cementing 11% Nitrogen 5% Coiled Tubing 4% Acidizing & Specialty 2% Chemicals Industrial & Pipeline 0.5% Services Geological Services…
COMPETITIVE ADVANTAGES Customer-focused provider of technical solutions Separate ourselves with technology Named one of Canadas top 100 Corporate R&D spenders in 2012 (by Research Infosource Inc.) Product development is a…
AREAS OF OPERATION Canada United States Russia Kazakhstan Algeria Australia 8
CANADA
GEOGRAPHIC COVERAGE Horn River FORT NELSON HIGH LEVEL Shale British Columbia Alberta Saskatchewan Manitoba Montney FORT ST. JOHN Shale RED EARTH Duvernay GRANDE PRAIRIE Shale WHITECOURT HINTON NISKU LLOYDMINSTER DRAYTON…
CANADA - 2013 Strong first quarter Pricing down 10% year-over- year Full year activity level similar to 2012 Will continue to monitor the 2013 capital budgets and cash flows of our customers 11
USA
USA - 2013 Activity levels ramping up in Q1 Pricing stabilized Cost control initiatives on target Overcapacity issues remain until rig count increases 13
RUSSIA
RUSSIA - 2013 Revenue up 25% Horizontal, multi-stage fracturing increased to 20% of revenue Slight margin improvement 15
INTERNATIONAL
INTERNATIONAL Algeria Improving market conditions May grow coil business Australia Numerous fracturing tenders Kazakhstan Very busy Middle East Tendering work for 2013 Colombia Adding Cementing in first half of 2013…
INNOVATION
ACQUISITION OF i-TEC WELL SOLUTIONS Acquisition of i-TEC announced on December 21, 2012 30 million cash and 30 million in shares (approx 2.4 million shares) Deferred consideration of up to 47.1 million based on financial…
CANADA CIBC WORLD MARKETS INC. 16th Annual Whistler Institutional Conference Panel on North American Energy Renaissance: Impact on Services Dale Dusterhoft January 25, 2013
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