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August 2015 Investor Presentation – Entrec Corporation

Entrec Corporation · Aug 14, 2015 · 19 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. August 2015 Investor Presentation – Entrec Corporation – slide 1
    August 2015
  2. August 2015 Investor Presentation – Entrec Corporation – slide 2
    Investment Highlights Excellent exposure to Western Canadas oil sands and LNG industries Strong recurring revenue base Ability to service oil sands customers through construction and maintenance, repair and operation (MRO) phases…
  3. August 2015 Investor Presentation – Entrec Corporation – slide 3
    Management Rod Marlin, Executive Chairman Former CEO of Eveready Inc. Founder/President of Marlin Travel Group John Stevens, President & CEO Former Sr. VP & CFO of Eveready Inc. Former President/CEO/COO of NC Services Group Jason…
  4. August 2015 Investor Presentation – Entrec Corporation – slide 4
    ENTRECs Business Crane and heavy haul services are highly complementary 5
  5. August 2015 Investor Presentation – Entrec Corporation – slide 5
    Specialized Cranes for Every Application 6 5 3 Carry Deck Cranes: 8 Used for: plant site maintenance 4 and construction 4 All Terrain Cranes: 28 3 Used for: oil sands construction and MRO, taxi work, LNG drilling,…
  6. August 2015 Investor Presentation – Entrec Corporation – slide 6
    Specialized Heavy Haul Fleet 1 2 3 1 Conventional Multi-wheeled 2 Hydraulic Platform Trailers 3 Tractors Trailers (up to 96 wheels) Lines in Fleet: 400 Number in fleet: 225 Number in Fleet: 840 Modular, highly Large diverse fleet…
  7. August 2015 Investor Presentation – Entrec Corporation – slide 7
    Oil Sands Outlook Source: Company Reports, CAPP - 2014 Diverse & growing demand for MRO services 8
  8. August 2015 Investor Presentation – Entrec Corporation – slide 8
    Service to the LNG Industry 9
  9. August 2015 Investor Presentation – Entrec Corporation – slide 9
    LNG Industry Outlook LNG Capital Expenditure Pattern LNG Well Count Forecast Based on just three LNG projects 18 1,500 15 Billions Billions Well Count 16 Dollars Spent Pipeline Construction 14 12 1,000 10 10 8 6 LNG Export…
  10. August 2015 Investor Presentation – Entrec Corporation – slide 10
    Where We Operate Other Industries Served: Conventional oil & gas Mining Petro chemical Pulp & paper Infrastructure Refining Power generation Oil Sands LNG Industry Bakken Oil Fields Located in the heart of the thriving…
  11. August 2015 Investor Presentation – Entrec Corporation – slide 11
    Competitive Position Heavy Haul Cranes Mobile, RTs & Pickers/ Boom Conventional Platform Crawlers Trucks ENTREC 15% 30% 7.5% 7.5% Mammoet 1% 30% 20% 1% NC Services 5% 15% 10% 1% Sterling N/A N/A 20% 1% Premay 10% 10% N/A N/A Sarens…
  12. August 2015 Investor Presentation – Entrec Corporation – slide 12
    Core Strengths and Differentiators Coordinated heavy haul and heavy lift services Large, highly specialized equipment fleet Extensive engineering and logistics support Highly skilled employees/employee ownership Excellent safety…
  13. August 2015 Investor Presentation – Entrec Corporation – slide 13
    Diverse Customer Base Producers EPCs / Manufacturers / Service Companies 14
  14. August 2015 Investor Presentation – Entrec Corporation – slide 14
    High Barriers to Entry High capital costs to build competitive fleet Scale of fleet Requires specialized knowledge and extensive experience Critical importance of safety 15
  15. August 2015 Investor Presentation – Entrec Corporation – slide 15
    Annual Results Revenue Adjusted EBITDA & Margin millions millions 232 25.3% 25.2% 19.9% 213 54 46 132 34 2012 2013 2014 2012 2013 2014 2012 2013 2014E 2015 Guidance Acquisitions 114M 60M 9M 0M Capex (net of…
  16. August 2015 Investor Presentation – Entrec Corporation – slide 16
    Quarterly Results Quarterly Revenue Adjusted EBITDA & Margin millions millions 21.5% 22.3% 27.2% 19.0% 21.1% 14.5% 17.3% 12.0% 59 53 62 53 59 58 51 38 16 11 11 11 13 11 7 5 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1…
  17. August 2015 Investor Presentation – Entrec Corporation – slide 17
    Growth Strategy Increased emphasis on organic growth Focus on MRO business Expand relationships with existing customers Cross sell crane and heavy haul services Increase equipment utilization Long-term strategy Continued…
  18. August 2015 Investor Presentation – Entrec Corporation – slide 18
    Company Information Toronto Stock Exchange: ENT Basic Shares Outstanding (June 30): 107.7 mm Share Price (July 31): 0.42 Market Capitalization: 45 million Net Debt (June 30)(1): 183 million Enterprise Value: 228 million 52 Week…
  19. August 2015 Investor Presentation – Entrec Corporation – slide 19
    Investment Highlights Excellent exposure to Western Canadas oil sands and LNG industries Strong recurring revenue base Ability to service oil sands customers through construction and maintenance, repair and operation (MRO) phases…

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