TSX-V: SNS OTCQX : SLSDF CORPORATE FIRST IN QUALITY PRESENTATION UNIQUELY POSITIONED FOR SUCCESS September 2017 1
TSX-V:SNS OTCQX: SLSDF OUR VALUE PROPOSITION In demand, high purity Northern White premium silica sand located in Arkansas Distance advantage Closer than Wisconsin/Minnesota sources to Texas, Oklahoma, Colorado, New Mexico and…
TSX-V:SNS OTCQX: SLSDF KEY INVESTMENT HIGHLIGHTS Strong More wells drilled per rig, longer lateral lengths, more frac stages per lateral foot and more sand per frac stage Industry Rapid technological advancements are making drilling…
TSX-V:SNS OTCQX: SLSDF TIMELINE Oct 2015 Dec 2016 Jan 2017 Mar 2017 Jun 2017 FYE 2017 Test Mining of Acquisition of Purchase of Acquire rail Pre-announce Nameplate Sandtown Ozark Premium additional loading facility Q2 volumes…
TSX-V:SNS OTCQX: SLSDF SELL SIDE: MORE SAND IS COMING Johnson Rice and Co. We believe the U.S. frac sand market demand is currently running at approximately 70MM tons per year compared to approximately 35MM tons during 2016. We estimate…
TSX-V:SNS OTCQX: SLSDF E&P: FRAC SAND INTENSITY IS INCREASING Laredo Petroleum Hess Corp Completed 3 wells with 15,000'+ laterals post 2Q17 We continue to test higher stage counts and proppant loading in Has completed several wells…
TSX-V:SNS OTCQX: SLSDF STRONG INDUSTRY FUNDAMENTALS US Drilling Activity 1,600 U.S. DRILLING ACTIVITY U.S. FRAC SAND DEMAND SNESITIVITY ANALYSIS (MM TONS) 1,400 1,200 Average Sand Per Well (tons) 1,000 4,500 5,000 5,500 6,000…
TSX-V:SNS OTCQX: SLSDF HAYNESVILLE REGION NG PRODUCTION Platts reports that September, sample production from the Haynesville is up nearly 35% from the same two-week period in 2016. Million cf/day FORWARD CURVE LIKELY UNDERESTIMATES…
TSX-V:SNS OTCQX: SLSDF STRATEGICALLY LOCATED Most Active US Land Basins Permian Eagle Ford SCOOP/STACK Williston Marcellus Haynesville 0 50 100 150 200 250 300 350 400 Active Drilling Rigs Processing facility Source:…
TSX-V:SNS OTCQX: SLSDF PROPERTIES Quarry Type Resource Quantity Mile to Rail Status Mono Crystalline Indicated 42MM Tons 11-39 Miles Active Sandtown Silica Mono Crystalline Inferred 49MM Tons 13-42 Miles Cleared Ready Bell Farm…
TSX-V:SNS OTCQX: SLSDF FROM MINE TO MARKET www.selectsands.com 14
TSX-V:SNS OTCQX: SLSDF Q2 2017: OPERATIONAL HIGHLIGHTS Q2 2017 sales volumes for total frac and industrial sand increased 136% from Q1 Percent Q2 2017 Q1 2017 Change Frac sand 52,480 19,968 163% Industrial sand 466 2,459 -81%…
TSX-V:SNS OTCQX: SLSDF Q2 2017: SOLID FINANCIAL IMPROVEMENT Three Months Three Months (In Canadian dollars) Ended Ended June 30, 2017 March 31, 2017 Revenue 3,083,192 1,458,553 Cost of Goods Sold 2,116,518 1,766,126 Depreciation…
TSX-V:SNS OTCQX: SLSDF UNIQUELY POSITIONED FOR SUCCESS Arkansas location and quality Advantaged semi-regional sand provider with the quality characteristics of Northern White Premium Sand Positioned closer than Wisconsin/Minnesota…
TSX-V:SNS OTCQX: SLSDF NON-IFRS RECONCILIATION: ADJ. EBITDA (In Canadian dollars) Three Months Three Months Ended Ended June 30, 2017 March 31, 2017 Net Loss (1,152,812) (3,088,778) Add Back Depreciation and depletion 189,446…