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Q1 2012 EARNINGS CALL – Seadrill Limited

Seadrill Limited · May 14, 2012 · 27 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. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 1
    Conference call 1Q 2012 results May 14, 2012
  2. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 2
    Contents Highlights 1Q 2012 Market prospects New investments Contract backlog 1Q 2012 accounts Seadrill North Atlantic Drilling Q&A session 2
  3. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 3
    Highlights First quarter 2012 Seadrill generates fourth quarter 2012 EBITDA of US595 million Seadrill reports first quarter 2012 net income of US439 million and earnings per share of US0.89 Continued strong operational…
  4. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 4
    Highlights - Market trends Ultra-deepwater international Significant exploration successes continue Activity expanded to new regions and countries Limited rig availability in the next two years Daily rates continuing higher…
  5. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 5
    Highlights Newbuild orders Newbuild orders since last reporting: 1 Ultra-deepwater Drillship at Samsung - Design: Samsung - All-in cost: US600 million - Delivery: 2Q 2014 - Water depth capacity: 12,000 ft - BOP: 7 rams 2 HE…
  6. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 6
    Highlights Newbuilding programme 2012 2013 2014 2015 Unit Rig type 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q West Tucana BE Jackup West Telesto BE Jackup West Oberon BE Jackup T15 Tender barge West Auriga UDW Drillship West…
  7. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 7
    Higlights Recent contracts West Leo West Alpha West Callisto West Menang T-18 Dayrate US649,000* US476,000 US150,000 US182,000 US127,000 Contract term 3 years 0.3 years 3 years 0.5 years 5 years Rig type Semi-sub Semi-sub…
  8. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 8
    Floaters - US9.2 billion contract backlog Significant exposure to strong prospects 8
  9. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 9
    Jack-ups - US2.8 billion contract backlog A strong blend of short and long-term contracts 9
  10. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 10
    Tender rigs - US1.8 billion contract backlog Rig demand improves EBITDA margins 10
  11. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 11
    Seadrill in pole position Versatile fleet of brand new rigs HSE, reduced risk, room for improvement Strong operational performance Record high revenue backlog and earnings visibility Corporate restructuring, MLP and Seabras Debt…
  12. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 12
    Financial performance highlights 12
  13. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 13
    EBITDA contribution 13
  14. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 14
    Operating Income - Floaters 14
  15. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 15
    Operating Income Jack-up rigs 15
  16. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 16
    Operating Income Tender rigs 16
  17. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 17
    Operating Income 17
  18. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 18
    Net Income 18
  19. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 19
    Seadrill Balance Sheet 19
  20. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 20
    Seadrill Balance Sheet 20
  21. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 21
    North Atlantic Drilling Financial reporting highlights 21
  22. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 22
    North Atlantic Drilling Non-financial highlights West Elara commences operations under 5 year contract with Statoil Completion of US300 million private placement Turn-key contract for new harsh environment semi-submersible CS60…
  23. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 23
    North Atlantic Drilling Operating Income 23
  24. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 24
    North Atlantic Drilling Net Income 24
  25. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 25
    North Atlantic Drilling Balance Sheet 25
  26. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 26
    North Atlantic Drilling Balance Sheet 26
  27. Q1 2012 EARNINGS CALL – Seadrill Limited – slide 27
    Asset portfolio Core fleet 56 units built after Y2000 10 built before Y2000 22 Ultra-Deepwater Units + 1 Mid-water semi 1 Mid-water Semi 19 High Specification Jack-ups 2 Jack-ups 14 Tender Rigs 7 Tender Rigs…

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