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CIBC 2012 ENERGY CONFERENCE – Trican Well Service Ltd.

Trican Well Service Ltd. · Apr 16, 2012 · 15 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. CIBC 2012 ENERGY CONFERENCE – Trican Well Service Ltd. – slide 1
    CANADA CIBC WORLD MARKETS INC. 2012 ENERGY CONFERENCE Toronto, ON April 16-17, 2012
  2. CIBC 2012 ENERGY CONFERENCE – Trican Well Service Ltd. – slide 2
    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…
  3. CIBC 2012 ENERGY CONFERENCE – Trican Well Service Ltd. – slide 3
    OVERVIEW OF TRICAN Large, world-wide, full service REVENUE BY GEOGRAPHY pressure pumping company International* 12% International Russia (majority) Canada 56% Kazakhstan Algeria 32% USA Australia
  4. CIBC 2012 ENERGY CONFERENCE – Trican Well Service Ltd. – slide 4
    TRICAN STRENGTHS
  5. CIBC 2012 ENERGY CONFERENCE – Trican Well Service Ltd. – slide 5
    TRICAN STRENGTHS 1,000,000 HP current fracturing Fracturing HP Growth capacity 1,400,000 1,200,000 At end of 2012: 1,000,000 1,239,500 HP fracturing 800,000 capacity 600,000 400,000 96 Cement & 39 Acid Units…
  6. CIBC 2012 ENERGY CONFERENCE – Trican Well Service Ltd. – slide 6
    STRENGTHS FULL SERVICES Service Line % of 2011 Revenue Fracturing 77% Cementing 11% Nitrogen 4.5% Coiled Tubing 4% Acidizing & Specialty 2% Chemicals Industrial & Pipeline 1% Services Geological Services 0.5% 6
  7. CIBC 2012 ENERGY CONFERENCE – Trican Well Service Ltd. – slide 7
    COMPETITIVE ADVANTAGES Customer-focused provider of technical solutions Separate ourselves with technology Named one of Canadas top 100 Corporate R&D spenders in 2011 (by Research Infosource Inc.) Product development is a…
  8. CIBC 2012 ENERGY CONFERENCE – Trican Well Service Ltd. – slide 8
    FINANCIAL OVERVIEW
  9. CIBC 2012 ENERGY CONFERENCE – Trican Well Service Ltd. – slide 9
    HISTORIC REVENUE PERFORMANCE Revenue (Cmm) 2,310 1,478 1,016 847 836 811 641 408 286 182 162 131 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 9
  10. CIBC 2012 ENERGY CONFERENCE – Trican Well Service Ltd. – slide 10
    PROJECTED 2012 CAPITAL BUDGET 2012 Capital Budget reduced by 96 million to 582 million Capital Budget (by region) 183 million: Canada 348 million: USA 51 million: International o Australia, Russia and Kazakhstan Capital…
  11. CIBC 2012 ENERGY CONFERENCE – Trican Well Service Ltd. – slide 11
    BALANCE SHEET STRENGTH As at December 31 Cash & Available 596 Million Debt Long Term Debt to 29% Capitalization Long Term Debt to 1.05 times Trailing Cash Flow Substantial room on Yes our debt covenants 2012 Capital…
  12. CIBC 2012 ENERGY CONFERENCE – Trican Well Service Ltd. – slide 12
    BALANCED GROWTH Dividend increased from 10 to 30 per year Approximately 1.7% yield Implemented share buyback program in March 2012 12
  13. CIBC 2012 ENERGY CONFERENCE – Trican Well Service Ltd. – slide 13
    INVESTMENT ADVANTAGES Growth stock ROCE Strong management team 45.00% 40.00% 35.00% Capital disciplined strong 30.00% balance sheet 25.00% 20.00% Future growth opportunities 15.00% Decline in worldwide reservoir…
  14. CIBC 2012 ENERGY CONFERENCE – Trican Well Service Ltd. – slide 14
    SUMMARY Number of Outstanding Shares (as of Mar. 31, 2012): 147.0 million 147.4 million (diluted, monthly, weighted avg.) (approx., estimated) Average Daily Volume (30 day period): 1,056,785 (mo. ended March 30, 2012)…
  15. CIBC 2012 ENERGY CONFERENCE – Trican Well Service Ltd. – slide 15
    CANADA CIBC WORLD MARKETS INC. 2012 ENERGY CONFERENCE Toronto, ON April 16-17, 2012

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