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INVESTOR UPDATE – Savanna Energy Services Corp.

Savanna Energy Services Corp. · Nov 28, 2014 · 21 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. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 1
    Savanna Energy Services Corp. INVESTOR UPDATE November 2014 TSX: SVY 1
  2. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 2
    FORWARD LOOKING INFORMATION This document contains statements that constitute forward-looking statements within the meaning of applicable securities legislation. These forward looking statement include, among others, the company s…
  3. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 3
    UNIQUE INVESTMENT OPPORTUNITY DEEP value drilling and oilfield service company, focused on balancing improved returns on existing assets while UNLOCKING new growth opportunities. 3
  4. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 4
    CORPORATE OVERVIEW TSX: SVY Common Shares Outstanding (1) 89.5 million Common Share Trading Price (1) 5.84 52-week Trading Range 5.50-9.31 Market Capitalization (1) 522.7 million Annual Dividend 0.36/share (0.03/share monthly)…
  5. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 5
    CANADIAN OPERATIONS OUTLOOK Adding a long-reach double drilling rig under long-term contract Working towards increasing rigs under contract Currently, 33% of long-reach drilling rigs are contracted beyond one year Strong…
  6. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 6
    UNITED STATES OPERATIONS OUTLOOK Adding 3 AC triple drilling rigs over the next 2 quarters, under long-term contracts Cost control measures taking affect in US Drilling High utilization and strong market position for drilling…
  7. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 7
    AUSTRALIAN OPERATIONS OUTLOOK Adding 8 workover rigs & flush-by units in 2014/2015 and 4 drilling rigs in 2016, all under long-term contracts Continue to leverage off of existing infrastructure and diversifying customer mix…
  8. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 8
    DIVERSIFICATION Revenue Distribution by Country Savanna's diversification 100% provides multiple benefits: 90% 80% With oil and gas pricing 70% differentials becoming more 60% local, able to focus assets on 50% most profitable areas…
  9. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 9
    GROWTH PROGRAM Rig Type Quantity Geography Deployment Capital 5% 1200hp AC 1 Canada Q4 2014 Telescopic Double 33% 74 million 1500hp AC VELOX Q4 2014 3 US Triples Q1 2015 35% Q4 2014 Workover Rigs 5 Australia Q1 2015 59…
  10. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 10
    ABORIGINAL PARTNERSHIPS Partnerships with 9 First Nations: OILSANDS EXPOSURE FORT McKAY PARTNERSHIP Total of 19 rigs (drilling or service rigs) and rental equipment Future GROWTH opportunities: SAGD/Slant rigs Fort McKay First Nations…
  11. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 11
    FINANCIAL HIGHLIGHTS Financial Highlights (000s) Three months ended September 30 2014 2013 Change OPERATING RESULTS Revenue 200,016 170,611 17% Operating margin 57,275 50,623 13% Operating margin % 29% 30% EBITDAS 42,307 38,182…
  12. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 12
    CUSTOMER MIX & CONTRACTS Approximately 40% of Global Fleet and Customer mix 50% of 2015 revenue focus towards is under contract National Oil Average duration Companies & remaining of over 2 years (1) Majors (1) Including New…
  13. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 13
    EBITDAS & REVENUE (000s) 250,000 1,000,000 200,000 Analyst Revenue Range 800,000 Revenue EBITDA EBITDA Analyst Low 150,000 EBITDA Analyst High 600,000 Revenue EBITDA 100,000 400,000 50,000 200,000 - -…
  14. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 14
    WHY SAVANNA - Organic growth opportunities in all geographies and MEASURED equipment lines GROWTH - 16 new builds, all on multi-year contracts IN-DEMAND - Flexible, long-reach horizontal drilling fleet - Service rig fleet…
  15. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 15
    APPENDIX 15
  16. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 16
    SERVICE LINES - DRILLING VELOX Triples Telescopic Doubles Top Drive Single Rigs AC Powered Increased use of automation Automation- remote Highly mobile on pads or to reduce manual handling catwalks, Iron Roughnecks & between risks…
  17. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 17
    SERVICE LINES - OILFIELD SERVICES Workover Rigs Canadian rigs are free standing (no rig anchors) Very high utilization in North Dakota Oilfield Rentals Complements drilling and well servicing One stop shop Wellsite shacks,…
  18. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 18
    CANADIAN WELL COUNT & DEPTH 25,000 2,500 20,000 2,000 15,000 1,500 Wells Drilled Depth (m) Wells Drilled 10,000 1,000 Average Well Depth (in metres) 5,000 500 - - Source: Junewarren-Nickles Energy Group…
  19. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 19
    CANADIAN TOTAL ACTIVITY DAYS 180,000 160,000 140,000 120,000 Activity Days 100,000 80,000 60,000 40,000 20,000 0 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010…
  20. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 20
    ANALYST COVERAGE FIRM ANALYST Alta Corp. Capital Dana Benner BMO Capital Markets Michael Mazar CIBC World Markets Jon Morrison Cormark Securities Under Review Analyst Departure FirstEnergy Capital Kevin Lo National Bank Financial…
  21. INVESTOR UPDATE – Savanna Energy Services Corp. – slide 21
    SAVANNA ENERGY SERVICES CORP. Suite 800, 311-6th Avenue S.W. Calgary, Alberta, Canada T2P 3H2 Telephone: 1-403-503-9990 Facsimile: 1-403-503-0654 www.savannaenergy.com infosavannaenergy.com TSX: SVY 21

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