Skip to main content James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. Investor Presentation | Shale Experts
Loading...

James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc.

Mammoth Energy Services Inc. · Mar 6, 2017 · 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. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 1
    NASDAQ:TUSK Investor Presentation Raymond James 38th Annual Institutional Investors Conference March 2017
  2. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 2
    Key Investment Highlights Rapid organic expansion in an integrated manner EXPANDING Pressure pumping fleet expanding by 83% to nearly 300,000 Hhp through the ordering of 75,000 PRESSURE PUMPING Hhp in 4Q16 and an additional 57,500 Hhp…
  3. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 3
    Fourth Quarter 2016 Results Strong EBITDA generation 4Q Results Revenues and EBITDA (MM) Revenue and EBITDA generation of 64.8 million and 14.2 Revenue EBITDA million, resulting in a margin of 22% as two pressure pumping fleets…
  4. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 4
    Integrated North American Oil Field Services Portfolio Offers Broad Geographic and Service Diversification Completion and Production Services Natural Proppant Production Services Contract Land and Directional Drilling Pressure…
  5. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 5
    US Land Rig Count Growing Rapidly Service intensity driving larger pressure pumping fleets Rig count & efficiency driving frac demand US Land Rig Count 1,400 Rig efficiencies and longer laterals are driving the need for Rig count up…
  6. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 6
    Proppant Demand Set to Eclipse 2014 Highs Higher intensity completions and longer laterals driving higher sand demand Average Lateral Lengths Increasing (feet) Sand Concentrations (lb/ft) 9,000 3,000 Permian SCOOP/STACK…
  7. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 7
    Increasing Earnings Leverage to Spot Market Frac Capacity Additions Rapidly Adding to Growth Potential Balance sheet positioned for organic growth Increasing Exposure to Improving Spot Market (1) Potential HP Additions based on…
  8. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 8
    Regional Presence / Diversification Targeting basins with the best economics Portfolio has been strategically situated based on upstream economics The Utica is one of the lowest cost gas plays in North America and Mammoth is…
  9. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 9
    TUSK Well Positioned vs Peers Compelling Value Compelling value opportunity versus peers EV / 2018 EBITDA (Consensus Estimates) Trading at substantial discount to peer group despite superior balance sheet and service…
  10. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 10
    Divisional Overview
  11. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 11
    Pressure Pumping Services Northeast Focused Stingray Pressure Pumping and Logistics Pressure Pumping Services Hydraulic fracturing services and pumping operations Strategically positioned to tap into Utica Shale of Eastern Ohio and…
  12. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 12
    Well Services Redback Specialized in Pressure Control and Flowback Services Pressure Control Services Provide coiled tubing services to perform various well-servicing and workover operations Provide nitrogen services in various…
  13. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 13
    Natural Sand Proppant Services Muskie Plant Services Summary Muskie has an indoor sand processing plant designed for year- round continuous wet and dry operation in Pierce County, Wisconsin with total annual capacity of 0.7 million…
  14. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 14
    Contract Land and Directional Drilling Services Horizontal, Vertical, Directional Drilling and Related Services Services Summary Contract drilling services in the Permian Basin for both horizontal and vertical wells 13 drilling…
  15. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 15
    Other Energy Services Canadian Integrated Housing Serving the Oil Sands Market Remote Accommodations Provide housing for oilfield related labor located in remote areas away from readily available lodging Main camp is located 50…
  16. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 16
    History of Mammoth Energy Portfolio Steady Organic Development and Diversification Mammoth is a platform for OFS management teams to flourish We believe that management is a key driver of value in OFS thus are pursuing teams Built to…
  17. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 17
    Strong History of Value Creation in OFS / Energy Sponsor Focus on Developing Assets in Best Basins Wexford Capital LP has a strong track record of value creation in OFS, Midstream and E&P Great White Energy Services Diamondback Energy…
  18. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 18
    Adjusted EBITDA Reconciliation Reconciliation of Adjusted EBITDA to Three Months Ended Year Ended net income (loss): December 31, December 31, 2016 2016 Net Loss (56,544,276) (88,407,995) Depreciation and amortization 17,095,045…
  19. James 38th Annual Institutional Investors Conference – Mammoth Energy Services Inc. – slide 19
    Company Headquarters 4727 Gaillardia Parkway, Suite 200 Oklahoma City, OK 73142 405-608-6007 investorsmammothenergy.com

From the store

Browse maps, data & reports in the Shale Experts store