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Q2 2015 Results – North American Energy Partners Inc.

North American Energy Partners Inc. · Aug 20, 2015 · 18 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. Q2 2015 Results – North American Energy Partners Inc. – slide 1
    Investor Presentation Second Quarter Ended June 30, 2015
  2. Q2 2015 Results – North American Energy Partners Inc. – slide 2
    Company Overview Mining Mining Founded in 1953 TSX and NYSE listings: NOA Current share price*: 2.91 (CAD) 52 week high/low: 7.64/2.10 Market capitalization: 98 million Shares outstanding: 33.7 million Average daily share…
  3. Q2 2015 Results – North American Energy Partners Inc. – slide 3
    Debt Reduction Debt excludes operating lease obligations related to building lease commitments Cash on hand at June 30, 2015 40 million July 8, 2015 NAEP announced plans to redeem 37.5 million of their Series 1 Debentures 7.5…
  4. Q2 2015 Results – North American Energy Partners Inc. – slide 4
    Enterprise Value, Net Book Value, and Price per Share Period Ending December 31, June 30, 2010 2011 2012 2013 2014 2015 Enterprise Value ( million) 911.20 698.16 510.49 342.86 262.94 180.12 EV per Share 25.51 19.26 14.08 9.87 7.53…
  5. Q2 2015 Results – North American Energy Partners Inc. – slide 5
    Stronger, Better Focused NAEP is now a pure-play heavy construction and mining (HC&M) contractor Simplified business can better target productivity and cost efficiencies Pipeline divestiture in 2012 (16.3M of proceeds) Piling…
  6. Q2 2015 Results – North American Energy Partners Inc. – slide 6
    HC&M Five Year Financial History 6
  7. Q2 2015 Results – North American Energy Partners Inc. – slide 7
    Activities That Benefit Our Shareholders Share Purchase Program In August 2015, announced the intention to purchase up to 532,520 common shares for cancellation, this represents 2.3% of the issued and outstanding shares. In December…
  8. Q2 2015 Results – North American Energy Partners Inc. – slide 8
    Improved Credit Facility Highlights - July 8, 2015 Amended and Restated Credit Facility Expires September 30, 2018 Maximum borrowing increases from 85 million to 100 million Improved borrowing base using a cumulative calculation…
  9. Q2 2015 Results – North American Energy Partners Inc. – slide 9
    First On, Last Off Project Development Phase (3-4 years) Ongoing Operations Phase (30-40 years) Initial mine site development, project site Overburden removal, mine infrastructure development, development, airstrips, piping…
  10. Q2 2015 Results – North American Energy Partners Inc. – slide 10
    Significant Heavy Construction & Mining Contractor in the Oil Sands Expertise 30+ years in Northern Albertas harsh operating environment Knowledge to come up with best solutions for customers Broad Service Offering Unique suite…
  11. Q2 2015 Results – North American Energy Partners Inc. – slide 11
    Strategic Focus Pursue operational excellence in safety, productivity, customer satisfaction Continued strengthening of balance sheet Debt reduction, fleet rationalization and cash-flow improvement Grow revenue from activity on…
  12. Q2 2015 Results – North American Energy Partners Inc. – slide 12
    Outlook for Revenue Growth Continued activity on existing mine sites as owners grow production Continued work at Kearl under the five-year agreement Continued support of production efforts at Horizon, Base Plant and Millennium Recent…
  13. Q2 2015 Results – North American Energy Partners Inc. – slide 13
    BC Hydro Site C Dam Opportunity Site C is a third dam and generating station on the Peace River in northeast B.C. The project was approved by the Province of B.C. December, 2014 after receiving environmental approval in October,…
  14. Q2 2015 Results – North American Energy Partners Inc. – slide 14
    Active Oil Sands Clients Key Customer Contracts Master services agreement extended to August 2015 SUNCOR CANADIAN FORT HILLS Bidding on new 5 year master services agreement NATURAL EXXON HORIZON KEARL 5-year master services…
  15. Q2 2015 Results – North American Energy Partners Inc. – slide 15
    Potential Production Expansion on Oil Sands Mine Sites Key Customer Production and Expansion SUNCOR FORT Syncrude current: 250,000 bbl/d HILLS CANADIAN NATURAL HORIZON EXXON KEARL Syncrude expansion total potential: 500,000…
  16. Q2 2015 Results – North American Energy Partners Inc. – slide 16
    THANK YOU 16
  17. Q2 2015 Results – North American Energy Partners Inc. – slide 17
    APPENDIX
  18. Q2 2015 Results – North American Energy Partners Inc. – slide 18
    Large, Well Maintained Equipment Fleet Category Own Lease Rental Total SHOVELS 2 0 0 2 EXCAVATORS (100T) 9 3 1 13 EXCAVATORS…

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