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DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc.

Rignet, Inc. · Feb 27, 2012 · 20 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. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 1
    Deutsche Bank Media and Telecommunications Conference February 27, 2012 0
  2. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 2
    Introduction to RigNet Founded in 2001, RigNet is a leading global provider of remote communications and collaborative applications to the oil and gas industry, both offshore and onshore Majority of revenues from recurring, multi-…
  3. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 3
    Providing Reliable, Remote Communications for the Life of the Well Communications for the Life of the Well Future Adjacent Verticals General Maritime Offshore Rigs Offices Government / Military Energy Maritime Mining /…
  4. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 4
    Growth in Sites Served and Revenue Offshore Sites Offshore Revenue 513 517 529 in millions 23.7 501 21.5 20.5 20.1 275 290 298 312 226 223 219 217 Q4'10 Q1'11 Q2'11 Q3'11 Q4'10 Q1'11 Q2'11 Q3'11 Rigs Other Sites US Land…
  5. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 5
    RigNets Share of Drilling Rigs Terrestrial IP Network and Office Presence U.S. Land Global Offshore Service Centers RigNet Market RigNet Rigs Rigs Share 217 742 29% U.S. Land RigNet Market RigNet Rigs Rigs Share 330 1,958…
  6. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 6
    Growing and Attractive Market Opportunity Broadband VSAT Service Market: Approaching 8.0bn by 2016 Growth CAGR 2010 2012: 10.2% 2010 2016: 7.8% 10,000 7,573 7,865 8,000 6,979 Revenue ( in millions) 6,072 6,350 6,000…
  7. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 7
    Summary of Upstream Market and Relative Impact of Oil and Gas Price Movements 160 16 Top graph shows oil and natural gas prices from 2006 through early 2012 Crude Oil (NYM /bbl) Natural Gas (NYM /btu) 120 12 Middle graph shows…
  8. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 8
    Overview of Rigs Offshore Onshore Jackups Semi-submersibles Drillships Rig Up to 400 Feet of Up to 10,000 Feet of Up to 12,000 Feet of Contracted for 30 Description Water; contracted for Water; contracted for Water; contracted…
  9. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 9
    Overview of Current Growth Initiatives Energy Production International Land SOIL Maritime Corporate Fixed Floating Vessels Rigs OFS Networks Man Camps, Manned and Land based FPSO/FSO, TLP/ Supply, Seismic, Remote…
  10. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 10
    Drivers of Increased Demand for RigNet Services Oil & Gas Rig Drivers RigNet Service Demand Drivers Growing energy demand, particularly in Growing reliance on real-time data (integrated emerging markets operations) Declining…
  11. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 11
    The RigNet Managed Solution Value Added Services Handheld Customer RigNet typically owns all the Remote Video Portals communications infrastructure Real-time Quick-deploy installed on each rig Monitoring Comms RigNet s technicians…
  12. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 12
    Compelling Returns Driven by Multi-Tenancy Model Pay-Per-Use Crew WiFi, Infotainment, (Off-duty Crew Calling Employees and Can be pay-per-use or Visitors) contracted by Driller or Operator Specialized companies with Service…
  13. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 13
    RigNet Is Best Positioned Among Major Providers to Service Oil & Gas Industry Harris Regional RigNet CapRock Providers Self Providers All IP-based Network Oil & Gas Focus Global Presence Customer Support RigNet is one…
  14. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 14
    Blue Chip Customer Base 8 out of top 10 customers are investment grade companies Top 10 customers accounted for 37% of 2010 revenue Drilling Companies Operators Service Companies BruneiShell No customer accounted for…
  15. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 15
    Multiple Long Term Growth Initiatives Mega-trends Driving Remote Production / Vessels Communications Integrated operations RigNet ERP applications at the edge has multiple Crew welfare Remote Video General Maritime runways to grow…
  16. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 16
    Q3, 2011 Results Summary in millions Revenue Revenue of 28.9 million grew 19.3% year-over-year and a 10.3% increase 24.2 24.3 24.5 26.2 28.9 over the previous quarter Adjusted EBITDA of 9.4 million Q3'10 Q4'10 Q1'11 Q2'11…
  17. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 17
    Strong Organic Revenue Growth History of Growth 2011 Growth (MM) (MM) .4% 07- 10 CAGR 11 09-10 growth 14.8% 92.9 79.6 89.9 12.8 30.4% 80.9 68.6 14.4 23.0 9.9 67.2 9.0 17.5 80.4 11.5% 72.1 65.3 66.8 59.6 50.5…
  18. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 18
    Balance Sheet (MM) 9/30/2011 Cash 58.5 Debt 25.7 Total Debt / Q311 Adj. EBITDA(a) 0.8x Net Debt / Q311 Adj. EBITDA(a) (1.0x) No significant debt maturities in 2012 Favorable relationships with creditors Ample liquidity…
  19. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 19
    Investment Highlights Strong Organic Growth Industry Leading Margins Robust Free Cash Flow High Return on Invested Capital High Revenue Visibility 19
  20. DEUTSCHE BANK MEDIA AND TELECOMMUNICATIONS CONFERENCE – Rignet, Inc. – slide 20
    Deutsche Bank Media and Telecommunications Conference February 27, 2012 20

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