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Noosa Mining Exploration Conference – Titan Energy Services Limited

Titan Energy Services Limited · Jul 19, 2013 · 17 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. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 1
    Noosa Mining and Exploration Conference Investor Presentation Jim Sturgess 19 July 2013
  2. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 2
    1. Titan overview (ASX:TTN) Titan is an energy and infrastructure services group focused on the growing Qld CSG industry Since listing on ASX, Titan has: Integrated RCH post acquisition in September 2011 Signed solid contracts for…
  3. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 3
    2. Corporate snapshot Financial summary OUR BOARD Shaun Scott (Chairman) Listing Price (7 December 2011) 1.00 Jim Sturgess (MD) Share price (closing price 12 July 2013) 1.40 Jim Diakos (ED) Dividends paid during FY13 4cps Stephen…
  4. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 4
    3. Titan history Exceeds HY Atlas adds guidance Acquired 4th Rig, and Atlas Drilling Resources Nektar Refinance upgrades FY founded Camp Hire commenced debt target 2007 2011 Mar 12 Jun 12 Sep 12 Dec 12 Mar 13 Jun 13…
  5. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 5
    4. Titan strategy LEVERAGE GROWTH Capitalise on significant expenditure in the CSG-LNG RCH room growth as demand dictates industry over next 20+ years; and Nektar to also target permanent camps and Extensive CSG-LNG industry knowledge…
  6. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 6
    5. Qld CSG well profile Queensland CSG LNG Drilling ( of Wells) Arrow T4 3000 Arrow T3 APLNG T4 2500 APLNG T3 GLNG T3 QCLNG T3 2000 Number of wells Arrow T2 Arrow T1 1500 APLNG T2 APLNG T1 1000 GLNG T2 GLNG T1…
  7. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 7
    6. Titan growth opportunities Forecast QLD CSG drilling activity & Titan growth plans 2,000 1,800 NSW 1,600 WA 1,400 1,200 Number of Wells SA - Cooper Basin 1,000 800 QLD - Infrastructure & Mining 600 Northern…
  8. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 8
    7. Revenue & EBIT history EBIT GROWTH IN FY13 DUE TO: Revenue 80 71.2 70 60 67.0 Strong growth in RCH 50 Million room numbers 40 33.5 30 23.1 20.0 20 Rapid growth in Nektar 10 11.5 - Half year contribution Jun 09 Jun 10…
  9. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 9
    8. Outlook FY13 Expecting a stronger second half of the year due to: RCH 200% capacity increase since Titan Energy Services Proforma EBIT (Am) June 2012 (674 rooms as at 30 June) 16 14 13.5 Continued growth within the Nektar…
  10. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 10
    Appendix 1
  11. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 11
    Atlas Drilling overview BUSINESS STRATEGY MAJOR CUSTOMERS Ensure rigs are continuously contracted Develop strong relationships with key clients Expand the business with top tier clients with long term work Explore opportunities…
  12. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 12
    RCH overview BUSINESS STRATEGY MAJOR CUSTOMERS Capitalise on Qld CSG in the short term Explore preferred supplier status with CSG majors Expand relationships with existing key clients Explore opportunities in other markets NT, SA,…
  13. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 13
    Nektar overview BUSINESS STRATEGY Low capital intensive business which targets remote catering opportunities throughout Australia Expand into different geographical and industry segments Target temporary and permanent catering and…
  14. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 14
    Hofco overview BUSINESS STRATEGY MAJOR CUSTOMERS Continued expansion of down-hole tools available for rent Focus on CSG sector, potential to expand into alternative drilling markets Expand the business geographically Capitalise…
  15. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 15
    Share price & volume 12 month TTN Share Price & Volume 2.25 Upgrade FY13 EBIT 1,200 Completion incl HOFCO 1m to of Hofco 12.5-13.5m 2.00 Announce Acquisition of 1,000 Hofco 1.75 Exceeds HY 1.50 guidance 800 RCH 200 FY13 EBIT…
  16. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 16
    Board of Directors Shaun Scott (Chairman), B.Bus, BA, ACA Simon Keyser (non-Executive Director), B.Bus, ACA Over 20 years of O&G experience in Australia, Asia, and Co-owner and Director of Ironstone Capital Partners Pty USA, including…
  17. Noosa Mining Exploration Conference – Titan Energy Services Limited – slide 17
    Management Team Troy Schefe General Manager, Atlas Drilling Over 15 years of O&G experience in Australia and overseas, including a diverse range of projects in Kazakhstan, Turkmenistan, South America, Kuwait and PNG Darren Bishell…

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