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ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery

Energy Recovery · Jun 19, 2015 · 26 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. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 1
    ERI Annual Shareholder Meeting 6/19/2015 2014 Energy Recovery, Inc. All Rights Reserved.
  2. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 2
    Corporate Overview NASDAQ: ERII Market Cap 200M IPO in 2008 Headquartered in San Leandro, CA 105+ employees Global presence Strong Balance Sheet (34M Cash, No debt) 3
  3. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 3
    About Us WHO WE ARE: Energy Solutions Provider CORE COMPENCIES: Fluid Dynamics Advanced Material Science WHAT WE DO: Convert wasted pressure energy into reusable asset Preserve or eliminate pumping technology in hostile…
  4. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 4
    Product Portfolio Pressure Exchanger Up-to 98% Efficiency Price Turbo Charger Up-to 75% Efficiency Desal : PX Turbine Up-to 70% Efficiency Fracing : VorTeq IsoBoost Applications Gas Processing Ammonia IsoGen…
  5. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 5
    Strategy Reloaded: an extreme bias towards execution Shot-gun to rifle shot market penetration Strategically rationalized (P-1: Gas Processing, P-2: Ammonia, P-3: Pipelines) Geographically rationalized (Global to Americas and Middle…
  6. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 6
    4 Billion Global Recurring Markets WATER O&G CHEMICALS Ammonia Desal Gas Processing 50M 369M 838M Pipelines Urea 936M 364M Fracking 1.4B 7
  7. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 7
    Strategic and Geographic Rationalization 4 Billion TAM: Global 2.1 Billion TAM: Americas + Middle East Rifle-shot Account Marketing Engagement 8
  8. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 8
    Desalination 9
  9. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 9
    Desalination - Our First Disruptive Technology The PX Pressure Exchanger 15,000 PX Devices Installed Worldwide 3-Month Payback 25-year Life with No Maintenance Dominant Global Market Share 60%+ Gross Margins Compelling short and…
  10. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 10
    The Fracking Opportunity 2014 Energy Recovery, Inc. All Rights Reserved. 11
  11. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 11
    Pain Point Pump Failures are the 1 Operational Challenge Faced by the Industry High Pump Maintenance Costs Abrasive and Sporadic and Excessive Downtime Highly Viscous Frac Fluid (Pump Failures) High Levels of Redundancy…
  12. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 12
    Our Solution: Possibly the Most Disruptive Product Ever Developed by ERI 13
  13. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 13
    Status Quo: Hydraulic Fracturing Without VorTeq *High Pressure Pumps on Trucks Exposed to Sand 14
  14. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 14
    Our Solution: Hydraulic Fracturing with the VorTeq 15
  15. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 15
    Value Proposition: Value Creation Reduced Maintenance Costs 1 Decreased Pump Redundancy/ Lower CAPEX 2 Pumping Paradigm Shift 3 16
  16. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 16
    Timeline: VorTeq Evolution 2.5M VorTeq Field Service Test Loop Gen-1 Facility Installation Fabricated Planning Aug 2013 July 2014 Q1 2015 Q4 2015 Q2 2016 Feb Dec 2014 2014 Original Liberty Oilfield VorTeq VorTeq Gen-2…
  17. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 17
    Growth Markets Gas Processing 2014 Energy Recovery, Inc. All Rights Reserved. 18
  18. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 18
    Pain Points Downtime is Costly Excessive High Energy Redundancy & Consumption Maintenance Common Denominator: Pumps 19
  19. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 19
    Our Solution: IsoBoost System Without IsoBoost With IsoBoost 20
  20. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 20
    Growth Markets Ammonia 2014 Energy Recovery, Inc. All Rights Reserved. 21
  21. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 21
    Pain Points Excessive High Energy Downtime is Costly Maintenance Consumption Common Denominator: Pumps 22
  22. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 22
    Our Solution: IsoBoost Without IsoBoost With IsoBoost 23
  23. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 23
    Growth Markets Pipelines 2014 Energy Recovery, Inc. All Rights Reserved. 24
  24. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 24
    Pain Point Wasted Energy 25
  25. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 25
    The Solution: IsoGen Without IsoGen With IsoGen Vertical Pipelines Must be Depressurized Pressure Generating Power 26
  26. ERI ANNUAL SHAREHOLDER MEETING – Energy Recovery – slide 26
    4 Billion Global Recurring Markets WATER O&G CHEMICALS Ammonia Desal Gas Processing 50M 369M 838M Pipelines Urea 936M 364M Fracking 1.4B 27

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