Skip to main content ENERCOM CONFERENCE – Dawson Geophysical Investor Presentation | Shale Experts
Loading...
Database
Slide Database

ENERCOM CONFERENCE – Dawson Geophysical

Dawson Geophysical · Aug 19, 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. ENERCOM CONFERENCE – Dawson Geophysical – slide 1
    I
  2. ENERCOM CONFERENCE – Dawson Geophysical – slide 2
    About Dawson Geophysical In business 62 years (founded 1952) Acquire and process seismic data Calgary for the accounts of our clients A leading provider of U.S. onshore seismic data acquisition services Denver (2-D and 3-D)…
  3. ENERCOM CONFERENCE – Dawson Geophysical – slide 3
    Competitive Advantage 62-year history enables Dawson Geophysical to navigate the cyclical nature of the business Investments in technology and equipment upgrades generate improved efficiencies Robust equipment base drives…
  4. ENERCOM CONFERENCE – Dawson Geophysical – slide 4
    Fiscal Q3 2014 Highlights Despite unanticipated client delays and project readiness issues demand for Dawson Geophysical services remains steady Company returned to full deployment of ten to twelve data acquisition crews in late…
  5. ENERCOM CONFERENCE – Dawson Geophysical – slide 5
    EBITDA 70,000 60,000 50,000 Thousands () 40,000 30,000 20,000 10,000 0 2010 2011 2012 2013 TTM Q3 2014 6 Nasdaq: DWSN
  6. ENERCOM CONFERENCE – Dawson Geophysical – slide 6
    Gross Margins 25 20 Percentage (%) 15 10 5 0 2010 2011 2012 2013 TTM Q3 2014 Calculated as revenues less operating expenses divided by revenues 7 Nasdaq: DWSN
  7. ENERCOM CONFERENCE – Dawson Geophysical – slide 7
    Return on Invested Capital 35 30 25 Percentage (%) 20 15 10 5 0 2010 2011 2012 2013 TTM Q3 2014 Note: Oilfield service median figures calculated by EnerCom using 39 publicly traded small-cap companies and 32…
  8. ENERCOM CONFERENCE – Dawson Geophysical – slide 8
    Return on Assets 35 30 25 Percentage (%) 20 15 10 5 0 2010 2011 2012 2013 TTM Q3 2014 Note: Oilfield service median figures calculated by EnerCom using 39 publicly traded small-cap companies and 32 publicly…
  9. ENERCOM CONFERENCE – Dawson Geophysical – slide 9
    Basic Earnings 2.0 1.5 1.0 Dollars () 0.5 0.0 -0.5 -1.0 -1.5 -2.0 2010 2011 2012 2013 TTM Q3 2014 10 Nasdaq: DWSN
  10. ENERCOM CONFERENCE – Dawson Geophysical – slide 10
    Capital Expenditures 70,000 60,000 50,000 Thousands () 40,000 30,000 20,000 10,000 0 2010 2011 2012 2013 E2014 11 Nasdaq: DWSN
  11. ENERCOM CONFERENCE – Dawson Geophysical – slide 11
    Capital Structure History of conservative financial management Balance Sheet Data ( in thousands) in a cyclical industry At 06/30/14 Low debt Working Capital 68,000 Net Property, Plant 174,908 Well-positioned to respond and…
  12. ENERCOM CONFERENCE – Dawson Geophysical – slide 12
    2014 Market Perspective E&P company exploration spending remains steady Demand for DWSN services remains steady Unpredictable exploration activity Significant emphasis on oil and liquids-rich projects Drives demand and creates…
  13. ENERCOM CONFERENCE – Dawson Geophysical – slide 13
    Demand Cycle Seismic data acquisition and processing is needed at all stages of the exploration and production process Objective Objective CONVENTIONAL IDENTIFY GEO-HAZARD PROSPECTING Exploration Evaluation Shoot It Lease It Map…
  14. ENERCOM CONFERENCE – Dawson Geophysical – slide 14
    Primary Business Drivers Data Acquisition Design Permit Survey Field Operations Maintenance Support Functions Data Processing Midland, Houston, Oklahoma City In-field Services 16 Nasdaq: DWSN
  15. ENERCOM CONFERENCE – Dawson Geophysical – slide 15
    2014 Capital Expenditure Highlights 2014 Capital Expenditure budget of 35,000,000 2014 capital investments include the purchase of additional cable-less recording equipment and energy source units and maintenance capital…
  16. ENERCOM CONFERENCE – Dawson Geophysical – slide 16
    Improving Performance Despite unanticipated client delays and project readiness issues Dawson Geophysicals order book remains steady Company returned to full deployment of ten to twelve data acquisition crews in late June and…
  17. ENERCOM CONFERENCE – Dawson Geophysical – slide 17
    Areas of Operation 10 Data Acquisition Crews Spread Across Every Major Basin in the Continental United States 19 Nasdaq: DWSN
  18. ENERCOM CONFERENCE – Dawson Geophysical – slide 18
    Geographic Diversity Dawson operated one crew in the Canadian marketplace in fiscal 2014 Company plans to resume Canadian operations during the winter season in fiscal 2015 Calgary Canada Leverage Dawsons strong brand name…
  19. ENERCOM CONFERENCE – Dawson Geophysical – slide 19
    Robust Inventory and Demand Drives Results Operating 13 Crews Channel Count Growth 6 ARAM ARIES Systems 6 GSR Systems 2,500 channels Wireless System RT2000 56,000 channels of GSR multi-channel boxes with 3-C geophones 48,000…
  20. ENERCOM CONFERENCE – Dawson Geophysical – slide 20
    Proven Performance and Lasting Value Diversified client mix Supermajors Large, medium and small independent E&P companies Small private operators Providers of multi-client data libraries Majority of existing projects in…
  21. ENERCOM CONFERENCE – Dawson Geophysical – slide 21
    Corporate Profile August 11, 2014 Current Stock Price: 23.81 (August 11, 2014) 52-Week Range: 23.40 - 37.61 Market Cap: 192 Million 3-Month Avg. Daily Volume: 33,248 Shares Outstanding: 8.1 Million Institutional Ownership:…

From the store

Browse maps, data & reports in the Shale Experts store