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THE OIL AND GAS CONFERENCE – Dawson Geophysical

Dawson Geophysical · Aug 12, 2013 · 30 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. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 1
    AUGUST 2013 INVESTOR PRESENTATION
  2. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 2
    About Dawson Geophysical 3 Nasdaq: DWSN
  3. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 3
    Fiscal Q3 2013 Highlights EBITDA for the quarter-ended June 30, 2013 increased to 15,975,000 compared to 10,437,000 for the same period of fiscal 2012, an increase of 53 percent Income from operations for the quarter-ended June 30,…
  4. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 4
    Basic Earnings Profit Focused 2.0 1.5 1.0 Dollars () 0.5 0.0 -0.5 -1.0 -1.5 2009 2010 2011 2012 TTM(2013 - Q3) 5 Nasdaq: DWSN
  5. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 5
    EBITDA Growing Cash Flow 70,000 60,000 Thousands () 50,000 40,000 30,000 20,000 10,000 0 2009 2010 2011 2012 TTM (2013 - Q3) 6 Nasdaq: DWSN
  6. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 6
    Revenue 360,000 324,000 288,000 252,000 Thousands () 216,000 180,000 144,000 108,000 72,000 36,000 0 2009 2010 2011 2012 TTM (2013 - Q3) 7 Nasdaq: DWSN
  7. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 7
    Gross Margins Expanding Margins 30 25 Percentage (%) 20 15 10 5 0 2009 2010 2011 2012 TTM (2013 - Q3) Calculated as revenues less operating expenses divided by revenues 8 Nasdaq: DWSN
  8. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 8
    Return on Assets Returns Driven 40 35 30 Percentage (%) 25 20 15 10 5 0 2009 2010 2011 2012 TTM (2013 - Q3) Calculated as EBITDA divided by average PP&E, net 9 Nasdaq: DWSN
  9. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 9
    Return on Invested Capital Returns Driven 30 25 20 Percentage (%) 15 10 5 0 2009 2010 2011 2012 TTM (2013 - Q3) Calculated as EBITDA divided by average equity and debt less cash and equivalents 10 Nasdaq: DWSN
  10. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 10
    Capital Expenditures Investing in the Future Drives Returns 70,000 60,000 50,000 Thousands () 40,000 30,000 20,000 10,000 0 2009 2010 2011 2012 2013E 11 Nasdaq: DWSN
  11. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 11
    Capital Structure History of conservative financial management Balance Sheet Data ( in thousands) in a cyclical industry At 06/30/13 Low debt Working Capital 76,915 Net Property, Plant 180,044 Well-positioned to respond and…
  12. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 12
    OPERATIONS OVERVIEW
  13. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 13
    2013 Perspectives E&P Company exploration spending remains steady Steady exploration activity, utilization impact in Q4 and recent slowdown More favorable contract terms Significant emphasis on oil and liquids-rich projects Drives…
  14. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 14
    Demand Cycle Seismic data acquisition and processing is needed at all stages of the exploration and production process Objective Objective CONVENTIONAL IDENTIFY GEO-HAZARD PROSPECTING Exploration Evaluation Shoot It Lease It Map…
  15. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 15
    2D Sonogram 16 Nasdaq: DWSN
  16. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 16
    2D Seismic Technology 17 Nasdaq: DWSN
  17. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 17
    Sonogram in 3D 18 Nasdaq: DWSN
  18. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 18
    3D Seismic Movie 19 Nasdaq: DWSN
  19. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 19
    2013 Capital Expenditure Highlights 2013 Capital Expenditure budget of 50,000,000 Replacement of an I/O RSR recording system on an existing crew with the purchase of 12,000 Geospace GSX single-channel cable- less units Purchased…
  20. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 20
    Improved Fleet Drives Performance 21 Nasdaq: DWSN
  21. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 21
    Improved Performance Crew utilization rates strengthened Fiscal 2013 utilization rates climb from 2012 levels Increasing efficiencies drive financial success Nine consecutive profitable quarters Scalable crew sizes drive…
  22. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 22
    Primary Business Drivers Data Acquisition Design Permit Survey Field Operations Maintenance Support Functions Data Processing Midland, Houston, Oklahoma City In-field Services 23 Nasdaq: DWSN
  23. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 23
    Competitive Advantage 60-year history enables Dawson Geophysical to navigate the cyclical nature of the business Investments in technology and equipment upgrades generate improved efficiencies Robust equipment base drives…
  24. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 24
    Areas of Operation 13 Data Acquisition Crews Spread Across Every Major Basin in the Continental United States 25 Nasdaq: DWSN
  25. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 25
    Dawson Geophysical to Enter Canada Dawson plans to operate one to two crews in the Canadian marketplace in fiscal 2014 Company has submitted several tenders for projects in Canada for Calgary Canada fiscal 2014 Leverage…
  26. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 26
    Robust Inventory and Demand Drives Results Operating 13 Crews Channel Count Growth 6 ARAM ARIES Systems 200,000 6 GSR Systems 150,000 2,500 channels Wireless System RT2000 25,000 channels of GSR multi-channel 100,000 boxes with…
  27. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 27
    Proven Performance and Lasting Value Diversified client mix Supermajors Large, medium and small independent E&P companies Small private operators Providers of multi-client data libraries Majority of existing projects in…
  28. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 28
    Corporate Profile August 7, 2013 Current Stock Price: 36.15 (August 7, 2013) 52-Week Range: 20.77 - 40.86 Market Cap: 291 Million 3-Month Avg. Daily Volume: 46,578 Shares Outstanding: 8.1 Million Institutional Ownership:…
  29. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 29
    The leading U.S. land seismic data acquisition company from coast-to-coast. SEISMIC LEADERSHIP
  30. THE OIL AND GAS CONFERENCE – Dawson Geophysical – slide 30
    NASDAQ: DWSN 31 Nasdaq: DWSN

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