Company Overview Business Overview Global Footprint International logistics and geophysical services company founded in 2006 Provides vertically-integrated logistical support and exploration services to oil and gas industry Unique…
Key Investment Highlights FULL SERVICE Majority of revenue is earned through logistics-related activities performed in-house LOGISTICS PROVIDER Vertically-integrated model allows customers to work with one company instead of multiple…
Differentiated Business Model What We Do What We Do Not Do Work on a 100% fully funded and contracted Invest in or build multi-client libraries that are basis with dependable blue-chip customers dependent on future sales of speculative…
Full Service Logistics Provider On average, approximately 80% of SAEs revenues are earned through logistics-related activities performed in-house Camp Program Planning & Survey & Recording & Services & Drilling Design Permitting…
Market Opportunity Projected 2014 Global E&P Capex Historical E&P Capex vs. Production 723 billion 15-17 billion market market 12% Data Library Sales Exploration 16% 8% Data Processing Geophysics < 4% 3-5% Land Equipment…
International Focus on Niche Markets NORTH AMERICA A stable and mature 3D market where wireless technology is the norm SOUTHEAST ASIA Tax incentives for exploration Exploration activities have in Alaska are also leading to…
Extensive Experience in Challenging Environments LOCATIONS TERRAIN RECENT SERVICES PROVIDED Recently completed a 6-month 2D & 3D project with nearly 2,000 management and staff and over 100 certified mountain climbers BOLIVIA, BRAZIL,…
Blue Chip Customer Base Members of the management team have long-standing relationships extending over 30 years with many of the largest IOCs, NOCs and independents Most historical revenue generated through repeat customer sales and…
Period Performance (1) ( in millions) Total Revenue Gross Profit ex Depr (2) +23% Revenue growth was primarily +50% the result of overall increased +143% 45.0 activity within niche complex 190.8 +66% 36.6 markets 127.1 21.8…
Senior Notes Issuance Transaction Summary Unaudited Pro Forma Capitalization and Liquidity Closed 150 million senior secured notes ( in millions) As of June 30, 2014 issuance on July 2, 2014 via a private 144A Actual Pro Forma(1)…
Alaska Equipment Purchase Growth Opportunity A portion of the proceeds from the senior notes offering will be used to purchase approximately 30 million of logistics-related equipment intended to outfit an additional crew on the North…
Positive Progress PROMISE ACTION RESULT Reduced potential dilution to Simplify equity structure and Exchanged 96% of all warrants existing stockholders and reduce share price overhang in February 2014 increased public float…
Strategic Direction Near-Term Growth Catalysts Near-term growth expected to include meaningful contribution from Alaska, which should provide onshore and offshore activity with a significant ramp-up during the upcoming winter season on…
Contacts Investor Contact SAE Canada SAE Bolivia Ryan Abney 3333 8th Street SE, 3rd Floor Av. Iberica, Calle 3 Oeste No 11 Calgary, AB T2G 3A4 Barrio Las Palmas, Bolivia Vice President, Capital Markets O: (403) 776-1950 O: (591) 3…
Appendix
Executive Management Years Experience Mr. Hastings joined SAE in 2011 after his initial investment in the Company in 2008 Founded Fairweather Geophysical, which was the long-time leading provider of seismic services in Alaska before…
Adjusted EBITDA Reconciliation Adjusted EBITDA Reconciliation UNAUDITED Year Ended December 31, Three Months Ended June 30, Six Months Ended June 30, LTM ( in 000's) 2011 2012 2013 2013 2014 2013 2014 6/30/2014 Net income (loss) 9,508…