CARBO 17th Annual Simmons & Company International Energy Conference March 2nd, 2017 Performance Driven Technology
We provide industry leading technology for .. Oil & Gas Companies Industrial Companies Production Enhancement Performance Enhancement GRINDING MEDIA CASTING MEDIA MINERAL PROCESSING Performance Driven Technology
Company Focus and Actions The near term financial focus is to achieve a positive EBITDA exit rate by YE 2017 With oil and gas commodity price support, we expect double digit revenue growth in 2017 On December 31st , 2016 we had 92…
Oilfield Technologies Business Overview
Foreign Imports DeclinedOil Price RecoveryBetter Future Oil Price /bbl x10, Million Lbs Million Lbs 1,200 600 Foreign Imports Into USA Oil Price /bbl x10 CARBO Total Ceramic Sales Volume 1,000 500 800 400 600 300 400 200…
Negative Impacts of Low Quality Chinese Ceramic Proppant E&P Operators should be more aware of the benefits to their business by supporting high quality, low cost American made ceramic proppant manufacturers, not the low quality…
Improve Production & EUR More Contact Area & Conductivity More..Reservoir Contact Area Increase number of stages and perf clusters Increase pounds proppant per foot Major influence on short term production, 12- 18 months…
The 2 Cs - Contact Area and Conductivity Increased Contact Area (more stages, more proppant/ft) has improved the 12-18 months production in the last few years The Next Step.. Increased Conductivity (durable, higher conductivity…
Industry - Proppant Factors We still believe you need both Conductivity and Contact Area to maximize production and EUR in low perm wells Over 50% of the wells drilled in the USA will see closure stress well above the 6,000 psi level…
The Basics Sand crushes above 6,000 psi stress 11
Well Production - Hierarchy of Proppant Performance Highest Production, EUR, ROI Highest Conductivity Highest Quality & Precision Engineered Mono-sized Ultra-high strength High density Spherical Ultra-conductivity Smooth surface More…
Proppant Technology Platforms Ceramics Infused Chemical Delivery System Higher EUR Production Production Flow Fracture Assurance Enhancement Evaluation R.O.I. Detection Technology In Proppant Grains Lower L.O.E. Coated…
Industry Challenges Solved With CARBO Technology KRYPTOSPHERE HD..The 20,000 psi well challenge The Lower Tertiary wells are the most expensive and challenging wells to frac in the world Carbo developed the strongest proppant in the…
GUARD Technology Engineered Ceramic Grains Uniform and interconnected porosity Maximizes strength Advanced Chemical Delivery Chemical infusion throughout pellet Allows for larger volume of chemicals Controlled Release Engineered…
Quantified Propped Reservoir Volume Imaging Determination of the Propped Reservoir Volume (PRV) within the reservoir Methodology utilizes proprietary algorithms to interpret EM signal and location of electrically conductive…
Sand Business White Sand Objective is to grow the business and produce positive cash flow Started up our Marshfield plant in Q4-16, focus on selling its output where we have beneficial rail and distribution center economics Growing…
Industrial Technologies Business Overview
Industrial Technologies Performance Enhancement Providing high-performance GRINDING MEDIA CASTING MEDIA industrial ceramic media products engineered to: Increase process efficiency Improve end-product quality Reduce operating…
Industrial Technologies - Overview CARBO has been selling products into the industrial markets for many years, and it has been a profitable business Our intention is to grow the business at double digit rates into the foreseeable…
Q1-17 Business Update We expect similar revenue in Q1-17 when compared to Q4-16 Oilfield Proppant Technologies continue to make progress and gain clients in this depressed market As discussed on Q4-16 earnings call, potential…