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AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc.

North American Energy Partners Inc. · Aug 4, 2011 · 16 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. AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc. – slide 1
    Investor Presentation August 2011 Rod Ruston President and CEO Forward-Looking Statements The information provided in this presentation contains forward-looking statements and information which reflect the current view of North…
  2. AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc. – slide 2
    Overview Heavy Construction and Mining Founded in 1953 TSX and NYSE listings: NOA Current share price: 6.08 52 week high/low: 14.23/5.95 Market capitalization: 220.4 million Shares outstanding: 36 million 52 week average…
  3. AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc. – slide 3
    Reality 1: Oil Sands Mines Keep Operating Low sensitivity to oil prices Competitive unit costs achieved at full capacity High risk of employee loss/ plant damage during shutdowns 5 Reality 2: SAGD Will Not Replace Mining…
  4. AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc. – slide 4
    Reality 3: Producers Outsource Seasonal work Part-time labour requirement Short-term equipment requirement Outsource Specialized knowledge & equipment Non core to oil production 7 Reality 4: Demand is Growing…
  5. AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc. – slide 5
    The Opportunity Largest heavy construction and mining contractor in high growth oil sands market Poised to benefit from recently announced oil sands development Position further entrenched by recent competitor difficulties…
  6. AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc. – slide 6
    About the Company Largest Construction & Mining Contractor in the Oil Sands Expertise 30+ years in Northern Albertas harsh Revenue by End Market operating environment Canadian Knowledge to come up with best solutions 9% Oil Sands…
  7. AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc. – slide 7
    Swing Supplier NAEP achieves higher equipment utilization rates by working on every major site in the oil sands Single Customer Fixed production capacity Excess production requirement Multiple Customers NAEP demand…
  8. AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc. – slide 8
    Active on Every Oil Sands Mining Site Future Opportunities: undefined civil earthworks scopes, long-term overburden Current Activity: 10-year overburden and scope (volumes and duration dyke construction (presently suspended due UTS…
  9. AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc. – slide 9
    Tailings & Environmental Services Engineered Earth Fluids Transfer & Pipeline & infrastructure Hydraulic Transport Structures Pond Closure & Tailings Management Final Reclamation Land Reforming 17 Fluid Fine Tailings…
  10. AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc. – slide 10
    Low Risk/High Growth Business Model Construction & Mining Piling Pipeline Recurring services Leveraged to high- high Suited to cyclical provide stable base growth construction industry with low markets capital commitment Oil…
  11. AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc. – slide 11
    Adverse Operating Conditions Heavy rainfall and flooding hampered construction Wildfires forced oil sands and pipeline projects in Western Canada mine evacuations 21 Heavy Construction & Mining Revenue and Gross Margin %…
  12. AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc. – slide 12
    Heavy Construction & Mining Outlook Multi-year contracts with Syncrude, Suncor & Shell helping to offset suspension of activity at Canadian Natural New contract to provide preliminary foundation work for Syncrudes mine train…
  13. AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc. – slide 13
    Piling Revenue and Gross Margin % Q1 2012 revenue up 64.7% on improved market demand and contribution from Cyntech operations Productivity impacts of rain & flooding kept margins below normal millions 200 180 160 155 140 120 106 100…
  14. AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc. – slide 14
    Pipeline Revenue and Gross Margin % Results affected by change in estimated future costs to close out two fixed- price contracts due to adverse weather conditions millions 125 101 100 85 75 50 25 25 22% (16%) (4%) 1 (1)…
  15. AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc. – slide 15
    Pipeline Construction Opportunities TMX Project 2011 TCPL (Tanghe Creek-Sloat) 38 km (48) Anchor Loop Plains Midstream (Rainbow Pipeline II) 301 km (10/12) TMX-2 Enbridge (L18) 95 km (30) TMX-3 Enbridge (Husky (Sunrise)) Norealis…
  16. AUGUST 2011 INVESTOR PRESENTATION – North American Energy Partners Inc. – slide 16
    Thank you 16

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